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Historical: UC/OCLC Pilot Implementation

Introductory information

The UC Libraries and OCLC, a nonprofit, membership, computer library service and research organization have entered into an agreement to explore second generation library services. Demonstration projects are projected to be in place by early 2008. UC/OCLC Pilot Project FAQ.

UC Team Members

EXECUTIVE TEAM

Karen Butter, UCSF (Chair)
Luc Declerck, UCSD (Implementation Team)
Laine Farley, CDL
Patricia Martin, CDL (Chair, Implementation Team)
Terry Ryan (Chair of Implementation Team, below), UCLA [Retired]
Brian Schottlaender, UCSD
Gary Strong, UCLA

IMPLEMENTATION TEAM

Adam Brin, CDL
Sara Davidson, UCM
Luc Declerck, UCSD (Member of the Executive Team)
Amy Kautzman, UCD
Patricia Martin, CDL (Chair and member of the Executive Team)
Ellen Meltzer, CDL
John Riemer, UCLA
Charlotte Rubens, UCB
Terry Ryan, UCLA (Chair and member of Executive Team, above) [Retired]
Leslie Wolf, CDL

Updates

  • Next Generation Melvyl Pilot Enhancements – May 15, 2011 Enhancements [DOC]
    • Detailed Enhancement Descriptions [PDF]
  • Next Generation Melvyl Pilot Enhancements – February 13, 2011 Enhancements [DOC]
    • Detailed Enhancement Descriptions [PDF]
  • Next Generation Melvyl Pilot Enhancements – November 7, 2010 Enhancements [DOC]
    • Detailed Enhancement Descriptions [PDF]
  • Next Generation Melvyl Pilot Enhancements – August 8, 2010 Enhancements [DOC]
    • Detailed Enhancement Descriptions [PDF]
  • Next Generation Melvyl Pilot Enhancements – May 26, 2010 Enhancements [DOC]
    • Detailed Enhancement Descriptions [PDF]
  • Next Generation Melvyl Pilot - Important Milestone: Request – March 9, 2010 [DOC]
  • Next Generation Melvyl – February 21, 2010 Enhancements [DOC]
    • Detailed Enhancement Descriptions [PDF]
  • Next Generation Melvyl – December 13, 2009 Enhancements [DOC]
    • Detailed Enhancement Descriptions [PDF]
  • Next Generation Melvyl - November 8, 2009 Enhancements [DOC]
    • Detailed Enhancement Descriptions [PDF]
  • Next Generation Melvyl – September Enhancements, September 14, 2009 [DOC]
    • Detailed Enhancement Descriptions [PDF]
  • Next Generation Melvyl – Evaluation Period Begins 8/19/09 [DOC]
    • Detailed August Enhancements [PDF]
  • Fall 2009 Plans for Next Generation Melvyl: Moving to the Next Stage of the Next-Generation Melvyl Pilot, June 29, 2009 [DOC]
    • Checklist for staff, June 24, 2009 [DOC]
  • Next Generation Melvyl – June Enhancements, June 15, 2009 [DOC]
    • Detailed Enhancement Descriptions[PDF]
  • Next Generation Melvyl – May Enhancements, May 18, 2009 [DOC]
    • Detailed Enhancement Descriptions[PDF]
  • Next Generation Melvyl – April Enhancements, April 20, 2009 [DOC]
    • Detailed Enhancement Descriptions [PDF]
    • Amended Enhancement [PDF]
  • Next Generation Melvyl – March Enhancements, March 17, 2009 [DOC]
    • Detailed Enhancement Descriptions [PDF]
  • Next Generation Melvyl – February Enhancements, February 3, 2009 [DOC]
  • Next Generation Melvyl Pilot: Campus Responsibilities Moving Forward – January 20, 2009 [DOC]
  • Next Generation Melvyl Pilot: Next Steps to Pre-Production, December 8, 2008 [DOC]
    • Update to the University Librarians, November 20, 2008 [DOC]
    • Update to the ULs, November 20, 2008 [PPT]
  • Next Generation Melvyl – November Enhancements, November 3, 2008 [DOC]
  • Next Generation Melvyl – Pilot Request Delayed; October Enhancements, 10/12/08 [DOC]
  • Next Generation Melvyl – Pilot September Enhancements 9/8/08 [DOC]
  • Next Generation Melvyl Pilot – August Enhancements and other News,  8/18/08 [DOC]
  • Next Generation Melvyl Pilot – July 2008 Update and News,  7/14/08 [DOC]
  • Next Generation Melvyl Pilot – Final Confirmation: Go Live on Tuesday!  5/22/08 [DOC]
  • Next Generation Pilot – New Release Date: May 27,  5/14/08 [DOC]
  • Tell us what you think! How will the Next Generation Melvyl Pilot be evaluated, and how can users provide input? 5/6/08 [DOC]
  • Next Generation Melvyl Pilot: Go-Live Date Moved to May [DOC]
  • Next Generation Melvyl Pilot: More Decisions Make It Real, 2/7/08 [DOC]
  • Next Generation Melvyl Pilot – Important Schedule Update for Request Service, 12/21/07 [DOC]
  • Next Generation Melvyl Pilot: Communication Survey Findings and Recommendations, 12/6/07 [DOC]
  • Update to UL-SOPAG Meeting, 11/27/07 [DOC] Preparation for April 2008 release.
  • Next Generation Melvyl Pilot Release Date, 10/19/07 [DOC]
  • Reclamation, Retrospective Loads and the UC Libraries, 9/4/07 [DOC]
    • Revised, 11/19/08 [DOC]
  • Follow Up to UL-SOPAG Report, June 13, 2007 [DOC]
  • Press Release, 6/22/07 [PDF]
  • Report UL-SOPAG Meeting, 5/31/07 [DOC]
  • Report UL-SOPAG Meeting, Appendix, 5/31/07 [DOC]

Timelines [Note: Will be updated regularly]

  • Overall & Campus Timelines 11/27/07 [XLS]

Launch Toolkit

This launch packet contains materials to support librarians and staff in the UC libraries in communicating with end users about the Next-Generation Melvyl Pilot. Its contents include mandatory and recommended communications actions as well as various vehicles that can be used in a variety of ways.

  • Launch Toolkit [DOC]
  • WorldCat Local Location Placement [PPT]
  • WorldCat Local Introduction Slides, 5/27/08 [PPT]
  • WorldCat Local Introduction Slides, updated 9/26/08 [PPT]

Task Group Charges and Reports

The Implementation Team will rely on campus expertise to help analyze, plan, implement, and evaluate the complex bibliographic, technical services and other issues and workflows involved in the pilot.  As challenges are identified, the Implementation Team is assigning discrete tasks to small groups for rapid study and response. Each task group has a designated lead and is assigned a Team liaison to facilitate communication and filter questions that may have to be answered by OCLC. Task group experts are identified by the Team in consultation with All Campus Groups (ACGs) and/or appropriate campus administrative team members, with a goal of maximizing campus participation and minimizing overuse of the same staff.

  • Records Missing from WorldCat Task Group (rev. June 1, 2007) [DOC]
    • Missing Records Team Preliminary Report, May 7, 2007 [HTML]
    • Missing Records Team Interim Report no. 1, May 25, 2007 [HTML]
    • Missing record samples selected to load for UC/OCLC WorldCat Pilot (Status report as of Mar. 31, 2008) [DOC]
  • Local ILSs Task Group (formerly called Z39.50 Task Group) [DOC]
    • Report: Summary of responses to OCLCs additional z39.50 questions; Linking in the UC Union Catalog, May 30, 2007 [DOC]
  • Local Bibliographic Data Task Group [HTML]
    • Report no. 1 July 9, 2007 [DOC]
    • Appendix A: Local Bib Data Summary [XLS]
    • Appendix B: Local Bib Data Examples [DOC]
    • Core Data to Store in the OCLC Local Holdings Record (LHR) August 24, 2007 [DOC]
  • OCLC Holdings Symbols Task Group [HTML]
    • Preliminary report June 8, 2007 [DOC]
    • Appendix B: Local Bib Data Examples [XLS]
    • Team report July 18, 2007 [DOC]
    • UC-OCLC Holdings Symbols v.12 [XLS]
  • Holdings Information Task Group (rev. June 18, 2007) [DOC]
    • University of California Holdings Practices Survey, September 13, 2007 [DOC]
    • UC/OCLC Holdings Information - Charge Answers, September 14, 2007 [DOC]
    • Summary Table of Holdings Survey Reponses, September 14, 2007 [DOC]
  • UC-eLinks Task Group [DOC]
    • Interim Report 7/25/07 [DOC]
  • Request/Resource Sharing Task Group [DOC]
    • UC’s Request Service Requirements for WorldCat Local Pilot, August 7, 2007 [DOC]
  • Searching Government Information/Maps/GIS Task Group [DOC]
    • Report of the Searching Government Information/Maps/GIS Task Group, September 26, 2007 [PDF]
  • Searching Non-Roman Alphabet Languages [DOC]
    • Report of the Non-Roman Search and Display Team, September 9, 2007 [PDF]
  • Browse Search Task Group [DOC]
    • Report of the Browse Search Task Group, August 31, 2007 [PDF]
  • Searching Serials Series Task Group [DOC]
    • Final Report of Use Cases: Searching Serials & Series Task Group, September 7, 2007 [PDF]
  • Searching Special Collections/Archives Task Group [DOC]
    • Report: Challenges of Meeting User Needs, September 18, 2007 [PDF]
  • Searching Music Task Group [DOC]
    • Use Cases: Music Task Group (revised), October 9, 2007 [PDF]
  • Circulation Transactions [DOC]
    • Circulation Final Report, September 24, 2007 [DOC]
    • Appendix A: Institution Registry Responses for 4 ILSs in UC [DOC]
    • Appendix B: Holds & Recalls at Each Campus [DOC]
  • Mass Digitized Content Task Group [DOC] Note: The Task Group’s work was postponed indefinitely because of the uncertainty of OCLC’s strategy at the time the TG was formed in 2007.  See:
  • Help & End User Support Task Group [DOC]
    • Web Banner Links Recommendation, October 22, 2007 [DOC]
    • Progress Report, November 15, 2007 [DOC]
    • Final Report, December 21, 2007 [DOC]
      • Appendix A: Draft UC Support Plan [DOC]
      • Appendix B: Web Banner Links Recommendation [DOC]
      • Appendix C: Sample Get Help Page [DOC]
      • Appendix D: Embedded Search Page Template [DOC]
    • Interim Report: End User Education for Pilot, September 15, 2008 [DOC]
  • End User Communication Task Group [DOC]
  • User Assessment Task Group [DOC]
    • WorldCat Local at the University of California, Usability Testing: Round One, Spring 2008
      Findings and Recommendations from the UC-OCLC Spring 2008 Assessment Project
      Summary Report, September 3, 2008 [PDF]
  • Joint Next-Gen Melvyl and Next-Gen TS Task Group on LHRs for Serials, December 18, 2009 [DOC]
    • LHRs For Serials: Implementation Guidelines for UC Campuses, February 26, 2010 [PDF]
    • Progress report, October 8, 2010 [DOC]
    • LHRs For Serials: Appendix A: FirstSearch: Examples of LHRs, February 26, 2010 [PDF]
    • LHRs for Serials: Appendix B: RLFs and LHRs, June 4, 2010 [PDF]
    • LHRs for Serials: Appendix C: SCP Procedures for Creating and Deleting LHRs, June 4, 2010 [PDF]

Pending Task Groups

The following task groups will launch in a phased way over the summer 2007 and will work through the pilot, with deliverables both before and during the pilot period.

  • Mining Authority Records for Recommending

Joint UC-OCLC Workgroups

Joint Workgroups will launch in a phased way over the summer 2007 and will work through the pilot, with deliverables both before and during the pilot period.  For each Joint Workgroup, UC is appointing one or more UC-only task groups who will gather information and do analyses, and provide representatives as the UC members of the Joint Workgroup.  [HTML]

  • Collections and Cataloging [DOC]
  • Local Information [DOC]
  • Delivery Services [DOC]
  • User Assessment, Communication & Help/Support [DOC]

OCLC Documents

  • WorldCat Local at the University of California:  Usability Testing: Round Two, Fall 2009, Findings and Recommendations, April 5, 2010 [PDF]
  • Report of the WorldCat Local Special Collections and Archives Task Force [DOC]
  • OCLC Response to the WorldCat Local Special Collections and Archives Task Force [DOC]
Last updated: October 07, 2013