O C L C
N E W S L E T T E R
M A R C H / A P R I L 2 0 0 2 I S S N : 0 1 6 3 - 8 9 8 X N O . 2 5 6
Exploring the advantages of eBooks
C O N T E N T S
March/ April 2002 No. 256
Editor:
Bob Murphy . . . . . . . . . . . . . . bob_ murphy@ oclc. org
Assistant Editor:
George Promenschenkel . . . . . . . promensg@ oclc. org
Cover Design: Linda Shepard
Art Production: Rick Limes
Desktop Publishing: Lithokraft II
All photos taken by Rich Skopin unless
otherwise noted.
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Correspondents:
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Gail Hurley
Debbie Hysell
Catherine Korvin
Dawn Lawson
Doug Loynes
Eliza Sproat
Andrea L. Stamm
Jen Stelling
Membership News
Members Council explores expanding OCLC membership
Seattle Public Library enters 49 millionth record into WorldCat
Research Library Directors discuss the changing landscape for libraries
Monterey County Free Libraries enters 114 millionth ILL request
OCLC introduces Digital & Preservation Resources Center in Western U. S.
OCLC Statistics
Changes planned for OCLC documentation distribution
Pontificia Universidad Católica de Chile is now an OCLC Cataloging member
Raúl Baillères Library of the Instituto Tecnológico Autónomo de México
joins OCLC
Abridged WebDewey brings electronic classification to smaller libraries
Australian National University adds holdings to WorldCat
Webcast of ‘ Reconceptualizing Cataloging’ symposium available
University of Hong Kong joins OCLC
Chinese Academy of Sciences libraries become full- cataloging OCLC
members
Dewey Editorial Policy Committee continued focus on updates to
classification in 2001
OCLC PAIS Subject Headings file now available on FirstSearch
GEM and OCLC to explore collaboration
OCLC Institute program on ‘ Transforming the Library’ set for June 10– 11
OCLC Institute and Information Institute of Syracuse co- sponsor Virtual
Reference Desk Conference
‘ Paper Past, Digital Future’ program set for May 29
2002 IFLA/ OCLC Fellows begin work at OCLC
OCLC Institute partners with MindLeaders
‘ Can This Marriage Be Saved?’ video now available
OCLC joins NEDCC/ AMIGOS collaboration for IMLS National Library
Leadership Project
Designing for change in FirstSearch interface benefits all users
Rein van Charldorp new managing director of OCLC PICA
Research
DCMI names first board of trustees
OCLC and ALISE announce grant awards
Conferences
OCLC booth 1234 is your place to connect at ALA
Register now for the OCLC/ SCURL preconference at IFLA 2002
netLibrary
netLibrary and eBooks an excellent fit for OCLC
Nylink netLibrary Shared Collection provides new opportunity for
collaboration
netLibrary FAQ
Product News
Electronic Collections Online now contains more than 1 million journal
articles
SiteSearch Java source code now available for download from web site
CatExpress provides a solution for Connecticut
OCLC News Briefs & Links
Library Scene
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INCREASING THE VALUE OF
YOUR OCLC MEMBERSHIP
F R O M J A Y J O R D A N
II n the next few months, we will introduce
some innovative new services that will
increase the value of your OCLC
membership.
In June, with the Library of Congress, OCLC
will launch QuestionPoint, a virtual reference
desk collaborative service. This new global
cooperative network of reference librarians will
interact with library patrons and share questions
and answers. Through this service they will
build a shared knowledge base of completed
questions. QuestionPoint is a hosted service at
OCLC, requiring only a web browser for the
patron and librarian. It offers libraries and
library groups a powerful, easy- to- use resource to
provide and manage their virtual reference
services. Consistent with the public purposes of
LC and OCLC, QuestionPoint will be offered at
very low cost to libraries. For a closer look at
how LC and OCLC are taking the reference desk
online, visit < http:// www. questionpoint. org>.
Also in June, we will introduce new
capabilities to enable libraries to give their users
the ability to find and access their library’s
netLibrary eBooks through WorldCat in the
OCLC FirstSearch service. Users will be able to
limit searches to netLibrary content in WorldCat
or to the netLibrary content to which the library
subscribes. A user who clicks on the link for a
subscribed item will now be taken directly into
the “ preview” view of the item rather than to its
summary page. This enhancement will increase
the visibility and availability of a library’s
netLibrary eBook subscriptions, and provides
rapid access to full text for their users.
OCLC is also offering two new software
solutions to help libraries preserve and provide
access to valuable resources. The OCLC Digital
and Preservation Resources center in Bethlehem,
Pennsylvania is using Olive Software to help
libraries provide full online searchable access to
their historic newspapers over the web.
Libraries can contract with OCLC to digitize
microfilm or saved newspaper editions. Once
the collection is digitized, a library can mount it
on its own server or host it on an OCLC server.
Libraries can also use a new digital content
management tool, CONTENTdm, for mounting
digital content on the web. They will be able to
create bibliographic and preservation metadata,
store digital objects, and manage the collections
online. The digital archive can be hosted at
OCLC or on a library’s local system. This new
tool is available without charge to participants in
the OCLC Digital Co- op and available to other
libraries through a licensing arrangement.
These software solutions represent a major
advance in the way researchers access rare or
fragile materials. Users will be able to use the
library’s special collections at their convenience
and without white gloves. These valuable
materials are literally being unchained from
special collections rooms and microfilm readers
and will be available to users when and where
they need it.
More than ever, these new services help
weave libraries into the web and to extend the
OCLC cooperative, providing more value for
more libraries and their users.
Jay Jordan
President and Chief Executive Officer
OCLC
M E M B E R S H I P N E W S
4 OCLC Newsletter March/ April 2002
At its February meeting, the OCLC Members
Council explored expanding the definition of
OCLC membership in a global environment. The
council also discussed the Asia Pacific and the
Digital & Preservation Resources business plans,
unanimously passed a resolution to facilitate
batchloading of local data records for serials and
broadcast its proceedings for the first time via the
web. Members Council nominated four candi-dates
for the OCLC Board of Trustees and advised
OCLC on the future workflow and staffing needs
of libraries around the world.
Council president Jerry Stephens ( librarian and
director, Mervyn H. Sterne Library, University of
Alabama at Birmingham) conducted the meeting
and reported on the recent actions of the
Members Council Executive Committee in fulfill-ing
Council’s enhanced role in environmental
analysis and strategic planning. Held in Dublin,
Ohio, the Feb. 10– 12 meeting was the second
under the year- long dual themes: “ OCLC Strategic
Plans and Business Directions” and “ Old Friends
and New Partners: Building the Worldwide
Library Cooperative.” The February meeting
focused on “ The Value of Membership.”
Members Council continued to review and dis-cuss
OCLC membership. Presently, libraries that
contribute all of their current roman- alphabet cat-aloging
to WorldCat ( the OCLC Online Union
Catalog) are considered members and have a say
in its governance. The Board of Trustees and
Members Council are reviewing membership cri-teria
to facilitate inclusion of more libraries and
other institutions such as museums and archives
into the membership.
The delegates passed a “ Statement on Principles
of Membership of the OCLC Collaborative,”
which was drafted by a Members Council com-mittee.
Bob Seal ( university librarian, Texas
Christian University), chair of the committee, led
a discussion and final editing of the principles,
which will serve as a guide document for the Ad
Hoc Committee on Membership and the OCLC
Board of Trustees as they prepare to update the
definition of membership in the OCLC Code of
Regulations over the next few months.
Among the points made in the statement are
that members of OCLC make a commitment to:
• work together to achieve mutually beneficial
goals and to optimize efficiencies
��� share collections, metadata best practices and
expertise without expectations of parity
• be honest and open with one another, candidly
sharing opinions and respecting partners’
values, points of view, ideas and culture
• promote internationally accepted standards to
facilitate resource sharing and information
exchange
• participate in and work to enhance the
governance structure of OCLC through
Members Council and the Board of Trustees
Also on the topic of membership, delegates
heard from the chair of the Ad Hoc Committee on
Membership, Mary- Alice Lynch ( executive direc-tor,
Nylink), who discussed the penultimate draft
report of the Ad Hoc Committee on Membership.
The Ad Hoc Committee, consisting of board
members, Members Council delegates and OCLC
employees, will present its recommendations for
changes to the OCLC Board of Trustees. The board
will prepare and recommend to Members Council
for ratification changes to the OCLC Articles of
Incorporation and Code of Regulations.
In addition to membership, another focus of
Members Council this year is advising OCLC on
business planning. At the February meeting,
delegates heard from Andrew H. Wang ( executive
director, OCLC Asia Pacific), who provided a brief
presentation on the Asia Pacific plan, answered
questions and received feedback from the
Members Council explores expanding OCLC
membership, discusses business plans
Andrew H. Wang, executive director,
OCLC Asia Pacific
photos by Stephen Leonard
M E M B E R S H I P N E W S
OCLC Newsletter March/ April 2002 5
delegates, including those from China, Hong Kong
and Japan. Meg Bellinger ( vice president, OCLC
Digital & Preservation Resources) presented dele-gates
with the division’s strategic plan, which
includes Digital & Preservation Resources
Centers, the Digital Co- op and the Digital Archive.
In his report, Dr. Stephens said,“ Let me remind
all of us that we are here to participate in forming
OCLC’s future for the benefit of the global library
cooperative. That future is bright and growing, and
the culture of OCLC is changing. Sure, we will dis-agree
and will discuss the points of our disagree-ment
openly and candidly. In the end, we will
make OCLC stronger and our libraries more inter-connected.
We will do this because we are com-mitted
to understanding each other, our similarities
and our differences, and to enhancing the informa-tion
resources of our worldwide cooperative.”
Members Council unanimously passed a resolu-tion
from the Resource Sharing Interest Group on
the need for a web- based interface to enhance
serials union listing and custom holdings.
This resolution reads in part:
“ Therefore Members Council:
1. Commends OCLC on its meaningful progress
on supporting serials holdings information
with the reintroduction of the LDR ( Local Data
Record) Updating Service in July 2001 and the
Strategic Union List Reports in January 2001.
2. Resolves that OCLC move to complete the work
recommended by Members Council in May
1999 for Direct Request and the Final Report of
the Ad Hoc Task Force on Union Listing by
Members Council in October 2000 by:
• Enhancing Custom Holdings to support
appropriate lender strings based on LDR
data.
• Moving forward aggressively with a web-based
interface for union listing.
In addition, the February meeting included:
• A presentation by Neeli Bendapudi ( professor,
Ohio State University College of Business) on
“ OCLC Member Library Needs and Business
Analysis”
• A report on OCLC finances by Rick
Schwieterman ( vice president, OCLC Finance
and Human Resources), who reported that
OCLC remains financially stable
• Interest group discussions focusing on
Collections and Technical Services,
Cooperative Reference, Member Services and
Global Librarianship, Preservation/ Electronic
Collections, Research, and Resource Sharing
• A discussion led by Phyllis Spies ( vice
president, Worldwide Library Services) on
OCLC responses to the environmental needs
previously identified by Members Council.
Delegates nominated four fellow members for
two positions on the OCLC Board of Trustees.
The candidates and the regional networks or ser-vice
centers they represent are Larry Alford
( deputy university librarian, University of North
Carolina– Chapel Hill), SOLINET; Ian Mowat
( librarian, Edinburgh University Library,
Edinburgh, United Kingdom) OCLC PICA; Jay
Starratt ( dean of Library/ Information Services,
Southern Illinois University– Edwardsville)
ILLINET; and Mr.
Stephens, SOLINET.
Members Council heard
brief statements from
each of the candidates
during the meeting. The
delegates will vote and
Members Council will
announce the new board
members at its May 19– 21
meeting. The new board
members will fill the seats
currently held by William
Members Council delegates in discussion Crowe and Christine
M E M B E R S H I P N E W S
6 OCLC Newsletter March/ April 2002
Deschamps, whose Members Council- elected,
six- year terms will expire in November.
For the first time, a two- hour portion of the
Members Council meeting was streamed over the
web. The session included the Members Council
President’s Report by Jerry Stephens; the OCLC
Digital & Preservation Resources Business Plan
and Discussion by Ms. Bellinger; and the OCLC
President’s Report by Jay Jordan ( OCLC president
and CEO). In addition to the 125 local partici-pants
in the Members Council meeting room,
about 150 OCLC and network staff watched the
webcast live. This webcast is available on the
OCLC web site < http:// www. oclc. org/ events/
videodemand/ memberscouncil>. Users will
need Windows MediaPlayer software to view the
webcast. A similar webcast is planned for the
May meeting.
“ The OCLC cooperative is based on people,
information and technology,” said Mr. Jordan in his
address to Members Council. “ And, the Members
Council is one of the key junctures where our
technology and information intersect with
people. You are the collective voice of the OCLC
membership and libraries throughout the increas-ingly
global cooperative, and your value cannot
be overstated.”
The next regularly scheduled Members Council
meeting is May 19– 21. Minutes from the February
2002 meeting will be posted on the OCLC
Members Council web site < http:// www. oclc. org/
oclc/ uc/>.
The Members Council supports OCLC’s mis-sion
by serving as the key discussion forum and
communications link between member libraries,
regional networks and other partners, and OCLC
management. By providing a channel for recom-mendations
and questions from Members Council
delegates, approving changes in the Code of
Regulations, and electing six members of the
Board of Trustees, Members Council helps shape
the future direction of OCLC.
• • •
M E M B E R S H I P N E W S
OCLC Newsletter March/ April 2002 7
Seattle Public Library entered the 49 millionth
record into WorldCat ( the OCLC Online Union
Catalog) on Feb. 14.
The record describes a report, Seattle- King
County Civil Defense Operation Plan, written in
1958 by Howard Odell, Board of County
Commissioners, King County.
Jeannette Voiland, a senior librarian in the
History, Travel and Maps department, cataloged
the record from the library’s reference desk.
Since 1971, libraries and OCLC have been
building WorldCat into the world’s foremost bibli-ographic
database. Its records span over 4,000
years of recorded knowledge, and a new record
enters the database every 15 seconds. Libraries
use WorldCat to lower the costs of cataloging and
to provide reference and resource sharing ser-vices
to their constituents.
The milestone record is part of a multiyear ret-rospective
conversion project at Seattle Public
Library, which began in 1993. The Seattle
Documents Collection includes over 10,000
municipal documents dating from 1889.
“ As librarians, we enter data all the time,” said
Deborah L. Jacobs, city librarian, Seattle Public
Library. “ How cool that we would hit a mark.
We are especially celebrating for staff member
Jeanette Voiland.”
A 27- year librarian, Ms. Voiland spent 17 years
as a municipal reference librarian. She moved to
the Seattle Public Library site when the municipal
library closed in 1992. She learned cataloging
from OCLC/ WLN in- house training.
“ I think it’s important to bring these docu-ments
into the daylight and onto WorldCat,” said
Ms. Voiland. “ There is still a role for the public
library to catalog, preserve and make them avail-able.
I really encourage other major urban public
libraries to catalog their public documents
because it’s such a rich resource.”
Seattle’s Central Library closed in June 2001
and a temporary library opened at the Washington
State Convention and Trade Center. A new, per-manent
library is scheduled to open in late 2003.
On Nov. 3, 1998, Seattle voters overwhelmingly
approved a $ 196.4 million bond measure to
upgrade Seattle Public Library’s 107- year- old
library system with new facilities, technology
and books.
• • •
Seattle Public Library enters 49 millionth record
into WorldCat
Jeanette Voiland, senior librarian in the History, Travel and Maps
department of Seattle Public Library, entered the 49 millionth
record into WorldCat.
photo courtesy of the Seattle Public Library
M E M B E R S H I P N E W S
8 OCLC Newsletter March/ April 2002
More than 100 research library directors from 17
countries and territories met March 3– 6 in
Dublin, Ohio, for the 20th Annual OCLC
International Conference of Research Library
Directors. Sponsored by OCLC and the Research
Libraries Advisory Committee, the four- day con-ference,
titled “ Continuing to Weave Libraries into
the Web,” examined the changing needs and roles
of libraries as the world’s information becomes
increasingly digital.
“ This conference gives library directors an
opportunity to meet and discuss issues facing
their libraries today,” said George Needham, vice
president, OCLC Member Services. “ It also allows
time for the attendees to meet with OCLC staff
and advise OCLC on current services and those
needed in the future.”
Robert S. Martin, director, Institute of Museum
and Library Services, spoke on “ Blurring the
Boundaries of Cultural Institutions: Collaborating
to Serve a Nation of Learners.”
“ In a digital world, these boundaries do not
merely blur, they disappear,” said Dr. Martin.
“ Users may not know, or even care, whether the
originals for a digital collection are in a library, a
museum or an archive.”
Dr. Martin cited several examples of collabora-tion
between such institutions, as in the coopera-tive
efforts between the Children’s Museum of
Houston and the Houston Public Library, to sup-port
and extend the missions of both organiza-tions.
He said that as collections in these
institutions become increasingly digital, the
distinctions between libraries, museums and
archives will become less and less noticeable.
The conference also explored the changing
field of scholarly publishing. Attendees heard
from representatives of two organizations that
have created electronic publications of peer-reviewed
scholarly articles. Karen Williams, team
leader, Digital Library Initiatives and Special
Collections, University of Arizona and Jan
Velterop, group publisher, BioMed Central Group,
spoke on their approaches to producing scholarly
communications and making them available at
substantially lower cost than traditional peer-reviewed
journals.
Conference attendees also heard presentations
from OCLC staff.
In roundtable meetings, attendees participated
in discussions of issues facing research libraries.
Experts on each issue facilitated the discussions:
• Building cooperative relationships
internationally— Marianna Tax Choldin,
director, Mortenson Center, University of
Illinois
• Distance education and library activities— Joan
Giesecke, dean of Libraries, University of
Nebraska– Lincoln
• Information seeking behavior— Karen Swan,
associate professor, University at Albany ( State
University of New York)
• Marketing libraries content and services—
Jenny Johnson, director, OCLC Corporate
Marketing
• Preservation issues— Nancy Gwinn, director,
Smithsonian Institution Libraries
• Staffing issues— Marianne Gaunt, university
librarian, Rutgers University and Charles
Lowry, dean of Libraries, University of
Maryland, College Park
Attendees also had the opportunity to partici-pate
in an OCLC Institute post- conference work-shop,��
Building the Global Digital Library: Access,
Transform, Create, Integrate.” Speakers were:
Jeanne Drewes, assistant director, Access and
Preservation, Michigan State University Libraries;
Joseph Branin, director of Libraries, Ohio State
University; Lorcan Dempsey, vice president, OCLC
Research; and Pam Kircher, product manager,
OCLC Digital and Preservation Resources.
Library directors represented institutions in
Australia, Brazil, Canada, China, Denmark, Hong
Kong, India, Japan, Korea, Mexico, New Zealand,
Singapore, Taiwan, Thailand, Trinidad and Tobago,
United Kingdom and United States.
• • •
Research Library Directors discuss
the changing landscape for libraries
George Needham
“ This conference gives
library directors an
opportunity to meet
and discuss issues
facing their
libraries today.”
M E M B E R S H I P N E W S
OCLC Newsletter March/ April 2002 9
The Monterey County Free Libraries, Salinas,
California, entered the 114 millionth request
on the OCLC Interlibrary Loan ( ILL) service on
Jan. 24.
The request was for a reel of microfilm of the
Nashville Tennessean newspaper ( August 1951).
It was filled on Feb. 1 by Tennessee Technological
University, Cookeville, Tennessee ( TTU).
Two staff members at the library, Ray
Melendez and Sandra Ramirez, who entered the
request, were too busy serving library users to
notice they hit the record until they were notified
by OCLC.
“ Sandra didn’t notice it and when OCLC called
to tell us, she was as surprised as I was,” said Mr.
Melendez, an extension ILL supervisor with 14
years experience at the library.
Ms. Ramirez, a 12- year interlibrary loan library
assistant, said she spends much of her work day
filling requests from the 17 library branches in
the system, which also utilizes two bookmobiles.
The library began using such OCLC services as
catalog cards in the 1980s and became automated
in the early 1990s, Mr. Melendez said. The library
system fills from 1,000 to 1,500 ILL requests per
month. “ Our 17 branches rely a lot on interlibrary
loan and many of our patrons prefer out of print
books for research,” he said.
Monterey County Free Libraries ( JRB) serves an
ethnically, culturally and economically diverse
population of approximately 200,000, residing in
a 3,125 square mile area of Monterey County,
California. The library’s service area extends from
the Pacific Coast and Monterey Bay to the great
agricultural interiors of the Salinas Valley.
The University of Houston entered the 113 mil-lionth
request on Nov. 30, 2001.
• • •
Monterey County Free Libraries enters
114 millionth ILL request
Sandra Ramirez and Ray Melendez, of the Monterey
County Free Libraries, entered the 114 millionth OCLC
Interlibrary Loan request.
photo provided by Monterey County Free Libraries
M E M B E R S H I P N E W S
10 OCLC Newsletter March/ April 2002
OCLC will open the OCLC Western Digital &
Preservation Resources ( DPR) Center in Lacey,
Washington, to help libraries, archives and muse-ums
preserve, manage and provide access to
materials on microfilm and to convert text and
images to digital formats.
“ The OCLC Western Digital
& Preservation Resources
Center in Lacey will assist
institutions in all phases of
their preservation and digiti-zation
projects— from concep-tion
to completion,” said Karin
Ford, director of cooperative
library services, OCLC Western
Service Center. “ I think it’s sig-nificant
that the Lacey center services will be
available to museums, archives and historical soci-eties,
in addition to libraries. The establishment
of this DPR center will enable more organizations
to benefit from— and contribute to— the OCLC
global library cooperative.”
Building on OCLC’s experience with its first
DPR center— Preservation Resources in
Bethlehem, Pennsylvania— the OCLC Western
Digital & Preservation Resources Center is offer-ing
training workshops, cooperative project
facilitation, and consulting and referral services.
The center will serve institutions located in the
western United States. Through the center,
libraries and other cultural institutions will have
an opportunity to participate in the OCLC Digital
& Preservation Co- op and other initiatives.
“ The OCLC Western Digital & Preservation
Resources Center in Lacey will serve cultural
institutions and their needs for preservation refor-matting
and digital collection creation,” said Meg
Bellinger, vice president, OCLC Digital &
Preservation Resources. “ The close relationship
between the OCLC Digital &
Preservation Co- op and the
Digital Archive is very important
as well because once collections
are digitized, they can be stored
in the archive for immediate
access as well as long- term
retention.”
The DPR centers are part of
a new division at OCLC, Digital
& Preservation Resources, which consists of the
Digital & Preservation Co- op, Digital Archive
and Digital & Preservation Resources Centers.
These centers will assist libraries and other insti-tutions
with their investment in digitization and
preservation.
The OCLC Western Service Center was formed
into a single service provider from the merger of
OCLC Pacific and OCLC/ WLN. The OCLC West-ern
Service Center provides training, support and
sales to libraries in Alaska, California, Hawaii,
Idaho, Montana, Oregon and Washington. Services
are provided from offices in Ontario and Santa
Rosa, California; Portland, Oregon; and from Lacey
and Spokane, Washington.
• • •
OCLC introduces Digital &
Preservation Resources Center in Western U. S.
Karin Ford
“ The establishment of this DPR center
will enable more organizations to
benefit from— and contribute to—
the OCLC global library cooperative.”
OCLC Statistics
( as of March 1, 2002)
Current statistics are at
< http:// www. oclc. org/ news/
product/ statistics. shtm>.
Participating
libraries
41,748
New member libraries
( Jan. 1– Feb. 28, 2002)
52
Total OCLC Interlibrary Loan
( ILL) service requests
115,154,956
M E M B E R S H I P N E W S
OCLC Newsletter March/ April 2002 11
Highest OCLC
record number
49,228,632
Location listings
( holdings)
834,645,962
FirstSearch libraries
19,976
by Debbie Hysell
After careful study and consideration of user sug-gestions,
the OCLC Documentation Department
will change the way it distributes OCLC docu-mentation
beginning July 1, 2002.
Through recent surveys we have conducted on
OCLC documentation, we have found that most
librarians we surveyed now use electronic docu-mentation.
Many commented on the benefits that
electronic documentation offers— convenient,
easy to use and more up to date.
A preference for electronic documentation was
especially strong among OCLC FirstSearch
users— fewer than 10 percent indicated that they
still use the printed copies of user guides pro-vided
by OCLC.
Still, other libraries told us that they would have
trouble using electronic documentation due to
slow web access/ response time, problems reading
online materials, workflows that do not support
use of electronic documentation, and difficulties
moving among many open applications.
With these findings in mind, beginning July 1,
we will send printed copies of documentation
only to libraries that order them. Currently, we
automatically send printed copies of new edi-tions,
revisions, and technical bulletins to those
who already have them. For future documenta-tion
issued after July 1, we will send an update
notice to current holders of the documentation
announcing the availability of both the printed
and web versions and asking these current hold-ers
to order needed printed copies. One no-charge
copy of billable publications will be
available to those libraries needing a printed
copy from OCLC. The technical bulletins can be
ordered as a series rather than as individual
documents.
We will continue to distribute reference cards
to all users of the related service.
And we will no longer distribute printed
copies of the FirstSearch Databases notebook
and Managing FirstSearch. These will continue
to be available from the OCLC web site, and
libraries can print them in whole or in part. We
will expand the information on the database web
pages and make them easier to print and cus-tomize.
However, we will continue to distribute
printed copies of the database list.
We understand that electronic documentation
does not yet meet all libraries’ needs. In the com-ing
months, we will restructure the listings of
documentation on the OCLC web site to make it
easier to find the information needed. We will
also standardize the presentation and provide
easy- to- navigate indexes and tables of contents.
We will make it easier for library staff to print on-demand
copies of documentation in whole or in
sections. We will also provide expanded histories
of revisions made to printed and online documen-tation
and send e- mail notification of newly avail-able
revisions to those who subscribe to the
update- l mailing list ( new in May).
These changes will help us to provide more
cost- effective services to libraries by ensuring that
we send printed copies just to those who need
them. We are grateful to the librarians who
responded to our surveys and questionnaires. The
responses have shown us which printed docu-mentation
still needs to be available and what we
need to do to make electronic documentation a
better support tool.— Debbie Hysell is manager,
OCLC Documentation.
• • •
Changes planned for OCLC documentation distribution
M E M B E R S H I P N E W S
12 OCLC Newsletter March/ April 2002
The Pontificia Universidad
Católica de Chile Library
System ( SIBUC) has joined
the network of OCLC cata-loging
libraries.
SIBUC’s mission, as
expressed by its director,
Ms. María Luisa Arenas
Franco, is “ to contribute to
the attainment of our
University mission, through
the continuous search for
improved services. Our
goal is to find and imple-ment
varied and efficient
information access and deliv-ery
services ( both physically
and online) for the academic
community. Our organization strives for a
customer- service culture that is attuned to the
global environment and that is user- oriented.”
SIBUC < http:// www. sibuc. puc. cl> is a leading
university library in Chile because of the quality
and extent of its collections. Its computerized
infrastructure has enabled the incorporation of
leading- edge technologies to its services. SIBUC’s
collection comprises more than 1.5 million titles,
including all types of information resources
( books, journals, theses, compact disks, blue-prints,
videos, musical scores, etc.) and it is
easily accessed via the SIBUC online catalog,
which is available on the Internet through the
PUC networks and receives an average of 10,500
visits per day.
• • •
Pontificia Universidad Católica de Chile
is now an OCLC Cataloging member
Staff from Pontificia Universidad Católica de Chile Library System
photo provided by Pontificia Universidad Católica de Chile Library
In September 2001, OCLC welcomed Raúl
Baillères Library of the Instituto Tecnológico
Autónomo de México ( ITAM) into its global net-work
of cataloging libraries.
“ In our constant search for new ways of
improving the quality of our services and the effi-ciency
of our technical processes, the Raúl
Baillères Library has decided to acquire OCLC ser-vices
and to integrate them into the library,” said
Catalina Jaime Álvarez, director, Raúl Baillères
Library. “ This will leave us better equipped to
attain our goals and, at the same time, will allow
us to participate as a collaborating institution
within OCLC’s vast network of highly profes-sional
libraries.”
The holdings of the Raúl Baillères Library
< http:// biblioteca. itam. mx> include specialized
documents in Economic Management and Social
Sciences, as well as other disciplines such as Law,
Computer Engineering, Industrial Engineering,
Telematic Engineering, Mathematics, Actuarial
Sciences and International Relations.
The ITAM community is especially proud of
the Bibliografía Antigua ( Old Bibliography), a col-lection
of documents from the 17th, 18th and
19th centuries and the first part of the 20th cen-tury.
Other invaluable private collections are
those of two important Mexican thinkers, Miguel
Palacios Macedo and Luis Montes de Oca. These
collections have been entrusted to the Institute
for their safekeeping. Currently, the library is a
depository of the publications of the Instituto
Nacional de Estadística Geografía e Informática
and of the Instituto de Estudios para la
Integración Europea.
• • •
Raúl Baillères Library of the Instituto Tecnológico
Autónomo de México joins OCLC
M E M B E R S H I P N E W S
OCLC Newsletter March/ April 2002 13
by Dawn Lawson
Although electronic ver-sions
of the full Dewey
Decimal Classification
( DDC) system have been
available since 1993, the
January 2002 release of
Abridged WebDewey marks
the first time that the
abridged edition of the DDC has been available
electronically.
The abridged edition of the DDC, currently in
its 13th edition, is a one- volume book based on
the full classification, which now occupies four
print volumes. It is a true abridgment of the full
edition and is designed for libraries with fewer
than 20,000 works to classify. The current
abridged print edition, Abridged Edition 13,
was published in 1997.
Abridged WebDewey is based on the enhanced
Abridged Edition 13 database. “ Enhanced” signi-fies
a great deal in this case: in addition to the
complete contents of the one- volume print edi-tion,
the database also includes all editorial
updates approved since the publication of the
print edition; Library of Congress Subject
Headings ( LCSH) that have been intellectually
mapped to Dewey numbers— including those
subject headings most frequently assigned to chil-dren’s
materials— and mappings between Dewey
numbers and terms from the latest edition of
H. W. Wilson’s Sears List of Subject Headings.
Abridged WebDewey, which is available by
annual subscription to libraries, provides browser-based
access to the entire enhanced Abridged
Edition 13 database. The new service has a lot in
common with WebDewey, the browser- based ver-sion
of the full DDC’s enhanced database:
it is updated quarterly and it has an annotation
feature, which allows users to include in the data-base
their own notes about local classification
practices. Also like WebDewey, Abridged
WebDewey is available within the full OCLC cata-loging
services environment, with CatExpress
only, and as a separate service for those who do
not have access to OCLC cataloging or
CatExpress. But regardless of the surrounding
environment, Abridged WebDewey always fea-tures
the same rich set of access points— nine
search indexes and seven browse indexes— virtu-ally
guaranteeing that users will find the Dewey
number they are seeking.— Dawn Lawson is
senior electronic products manager, OCLC Forest
Press.
• • •
Abridged WebDewey brings electronic classification
to smaller libraries
M E M B E R S H I P N E W S
14 OCLC Newsletter March/ April 2002
by Eliza Sproat
A significant proportion of
records in the Australian
National University Library
online public access catalog
have been batchloaded into
WorldCat ( the OCLC Online
Union Catalog). The project
was completed in
November 2001. While no
original records were added to WorldCat, holdings
were set for 305,370 records.
“ Through batchloading our records, we
found a cost- effective way to add our holdings
to WorldCat and in a separate process to update
our bibliographic records,” said Colin Steele,
director, Scholarly Information Services and uni-versity
librarian, Australian National University.
“ This project substantially increases the visibil-ity
of Australian National University’s holdings,”
said Andrew H. Wang, executive director, OCLC
Asia Pacific. “ Scholars across Australia who use
the OCLC FirstSearch service in their libraries can
search the WorldCat database and tell, at a glance,
whether this prestigious university in the nation’s
capital holds the research materials they seek.”
The records mostly describe books, although
other formats such as serials, scores, maps, sound
recordings, audio- visual and computer files were
included in the one- time batchload. The library
has also contracted with OCLC for an on- going
CJK ( Chinese, Japanese, Korean) retrospective
conversion project.
In addition to the OCLC Cataloging service, the
library uses OCLC CJK software, and the OCLC
FirstSearch service, including the Electronic
Collections Online database. A profile of the
Australian National University Library can be
viewed on the OCLC web site < http:// www.
oclc. org/ oclc/ membership/ australian. htm>.
The Australian National University Library
< http:// anulib. anu. edu. au/> collection of more
than 2 million items is housed in four main build-ings:
the JB Chifley Building houses Social
Sciences and Humanities material; the WK
Hancock Building contains the university’s Science
collection; the Law Library; and the RG Menzies
Building hosts Asian and Pacific materials, Official
Documents, Rare Books and Theses. Five Science
Branch Libraries provide resources in Astronomy,
Chemistry, Earth Sciences, Medical Sciences and
Physical Sciences. The National Institute of the
Arts Library and Resource Centre ( NITA Library)
includes the Canberra School of Art Library and
the Canberra School of Music Library.
Australian National University Library ( OCLC
symbol ANV), located in Canberra, is a full OCLC
member library since 1997.— Eliza Sproat is
OCLC Asia Pacific marketing communications
executive.
• • •
Australian National University adds holdings to WorldCat
A webcast of the OCLC symposium,
“ Reconceptualizing Cataloging,” held during
the ALA Midwinter Conference in New
Orleans, Louisiana, can be accessed at no
charge on the OCLC web site < http:// www.
oclc. org/ events/ videodemand/ symposium>.
Approximately 350 persons attended the
OCLC symposium on Jan. 18, and another 467
tuned in via live webcast.
Speakers included: Lorcan Dempsey, vice
president, OCLC Research; Regina Reynolds,
head of the National Serials Data Program,
Library of Congress; Carl Lagoze, digital library
scientist, Cornell University; David Bearman,
president, Archives and Museum Informatics;
and Cindy Cunningham, U. S. Catalog Librarian,
Amazon. com. The speakers addressed how the
concept of cataloging is changing due to the
influx of digital materials, new demands for
metadata of various types, and new consumers
and producers of metadata.
• • •
Webcast of ‘ Reconceptualizing Cataloging’ symposium
available for viewing
M E M B E R S H I P N E W S
OCLC Newsletter March/ April 2002 15
The University of Hong Kong, the oldest univer-sity
in Hong Kong, became an OCLC member and
began cataloging its newly acquired library mate-rials
using WorldCat ( the OCLC Online Union
Catalog) beginning in January.
Established in 1911, the 91- year- old University
Libraries ( OCLC symbol: HUA) contain over 2
million volumes that comprise a well- rounded
collection of materials in architecture, the arts,
humanities, science and technology, social
sciences, and other subjects. In 2001, the
University Libraries purchased a total of 78,345
monographs, added 38,936 journal volumes as
well as 1,026,244 units of microform materials,
and circulated 1.2 million volumes. Anthony W.
Ferguson, who became university librarian in May
2001, is a strong believer in global library cooper-ation
through the OCLC cooperative. Before
moving to Hong Kong, Dr. Ferguson was associ-ated
with Columbia University for 15 years.
Part of the University of Hong Kong Libraries,
the Fung Ping Shan Library holds a well- known
collection of Chinese, Japanese and Korean mate-rials
numbering over 600,000 volumes.
• • •
University of Hong Kong joins OCLC
Standing in front, with the staff of the University of Hong Kong Libraries, are, from left to right: Lawrence Tam, deputy librarian,
University of Hong Kong Libraries; Anthony W. Ferguson, university librarian, University of Hong Kong Libraries; Andrew H. Wang,
executive director, OCLC Asia Pacific, and Shu- En Tsai, manager, Asia Pacific Library Services, OCLC Asia Pacific.
photo provided by the University of Hong Kong
M E M B E R S H I P N E W S
16 OCLC Newsletter March/ April 2002
In early 2002, the prestigious Chinese Academy of
Sciences ( CAS) libraries became full- cataloging
members of OCLC.
Also known as Academia Sinica, the Chinese
Academy of Sciences is similar to the National
Academy of Sciences in the United States, or the
Royal Society in Great Britain. By joining OCLC,
CAS helps support its mission to facilitate a world-class
center for basic and applied research.
The six new OCLC cataloging libraries include:
the CAS Central Library in Beijing ( OCLC symbol
CASBL); all four CAS regional libraries, CAS
Lanzhou ( CASLL); CAS Chengdu ( X6E); CAS
Wuhan ( ZAW); CAS Shanghai ( X5F) and the insti-tute-
level CAS Qingdao Institute of Oceanology
( X5R) library. All six libraries also participate as
OCLC Interlibrary Loan ( ILL) service suppliers.
“ I am extremely pleased that our library
becomes an OCLC member at the same time that
our new library main building in Beijing opens,”
said professor Xu Yinchi, director of CAS Beijing
Library. “ To participate in worldwide cooperation
through OCLC, I believe that we can elevate our
library’s operations to the international level. The
profusion of OCLC’s resources will certainly
enable us to better serve scientific researchers in
the Chinese Academy of Sciences and library
users in China, as well as the rest of the world.”
“ We are proud to add the esteemed CAS
libraries to OCLC’s growing membership in
China,” said Andrew H. Wang, executive director,
OCLC Asia Pacific. “ CAS supports professional
cooperation and exchange with countries all over
the world, and their contributions will expand the
reach of its scientific members and greatly enrich
the international library community.”
The Chinese Academy of Sciences ( CAS) was
established in 1949 as China’s leading institution
of learning and research. The library
< http:// www. las. ac. cn/>, also known as The
Documentation and Information Centre of the
Chinese Academy of Sciences ( DICCAS), was set
up in 1950 and includes about 6 million items.
Besides CAS Central Library and its four regional
libraries, hundreds of institute- level libraries are
also located throughout the country.
• • •
Chinese Academy of Sciences libraries become
full- cataloging OCLC members
photo provided by Chinese Academy of Sciences
The new Chinese Academy of Sciences main library building is scheduled to open in May.
M E M B E R S H I P N E W S
OCLC Newsletter March/ April 2002 17
by Andrea L. Stamm
The Editorial Policy Committee ( EPC) of the
Dewey Decimal Classification ( DDC) system met
twice in 2001, completing the 116th and 117th
meetings in the history of the classification.
As surprising as it may be, the publication
of Edition 22 in June 2003 looms just around
the corner. The first meeting of 2002 will be the
committee’s last opportunity to give substantive
input to the editors on the full schedules and
tables. Work also continues on the 14th Abridged
Edition, to be published in January 2004. The
committee has accepted the first look at a major
revision of the manual, produced by consultant
and Dewey friend, Ross Trotter, now retired from
the British Library.
In 2001, the EPC continued to focus its atten-tion
on specific areas of the classification in need
of updating. The committee approved the moder-ate
revision and updating of 020 Library and infor-mation
sciences, 070 Journalism, 150 Psychology,
370 Education, 621 Applied physics, 624 Civil
engineering, 610 Medicine, 650 Management, and
900 History as well as a de- emphasis of race in
Table 5, which is now called Ethnic and National
Groups.
The editors, on the advice of the EPC, have
continued to look for outside guidance and feed-back
on problematic or controversial areas of
the classification. In 2001, an ALA/ ALCTS/ Subject
Analysis Subcommittee, as well as several individ-uals
from Australia, Italy and the United Kingdom
reviewed an extensive revision of 510 Mathe-matics.
Another ALA/ ALCTS/ Subject Analysis
Subcommittee reviewed 004- 006 Data processing
and computer science. In response to concerns
discussed at the International Federation of
Library Associations ( IFLA) by British, French,
German, Italian, and Norwegian librarians, the
editors are still working on details of 340 Law. The
Committee accepted the editors’ recommenda-tions
on consultations with authorities in Norway,
Switzerland, Malta and the African Studies
Association concerning the relevant portions of
900 History and Table 2. The EPC favorably
accepted several recommendations of the [ British]
Library Association Dewey Decimal Committee
concerning the use of 647 and 910 Tourism.
On a recommendation of the EPC last year,
practicing catalogers have begun to test selected
areas of the DDC undergoing extensive updating
and revision. The EPC has accepted the reports of
testing 200 Religion from the Hong Kong Baptist
University Library and the British Library as well
as 305- 306 Social groups and culture and institu-tions
from the Berkeley Public Library. The com-mittee
also approved 004- 006 Data processing
and computer science and 510 Mathematics for
testing in early 2002.
During the past year, the EPC gained two new
members: Mary Carroll, of the National Library of
Canada, replaced David Balatti; and Jessica
MacPhail, of Racine ( Wisconsin) Public Library,
replaced Pamela Brown. The committee also said
goodbye to David Smith, retiring chief of the
Library of Congress Decimal Classification
Division.
— Andrea L. Stamm is chair, Editorial Policy
Committee of the Dewey Decimal Classification
system.
• • •
Dewey Editorial Policy Committee continued focus
on updates to classification in 2001
M E M B E R S H I P N E W S
18 OCLC Newsletter March/ April 2002
by Catherine Korvin and Marjorie Haddad
OCLC Public Affairs Information Service made its
subject headings file available on the OCLC
FirstSearch service in the last quarter of 2001.
This new feature enables users to browse the
OCLC PAIS subjects and their subdivisions.
The OCLC PAIS Subject Headings file contains
more than 210,000 subject strings, of which
approximately 19,000 are main headings without
subdivisions, including 2,800 geographical head-ings.
These main headings are topical, geographi-cal,
form headings, subject, corporate and
personal names, presented in one alphabetic
array. This subject heading file comprises all the
headings, subheadings, and sub- subheadings used
in the PAIS International database since 1972,
when it was first made machine- readable.
Subject headings have been assigned to biblio-graphic
records since the first PAIS Bulletin of
1915. At first, the Library of Congress was the
main authority referred to for establishing subject
headings. Since then, other sources have come
into use, including Business Periodicals Index,
Social Sciences Index, UNBIS ( United Nations
Bibliographic Information System) Thesaurus,
OECD/ Macrothesaurus for Information Processing
in the Field of Economic and Social Development,
Getty Thesaurus of Geographic Names,
Sociological Abstracts, Psychological Abstracts,
ILO Thesaurus, Medical Subject Headings ( MeSH),
Thesaurus of Aging Terminology ( AARP), and
other print and electronic sources.
PAIS published its subject headings in print for-mat
in 1984 and 1990 as PAIS Subject Headings,
first and second editions, respectively. These list-ings
included main headings, subheadings, cross-references
and scope notes. The second edition
was expanded to include a list of rotated autho-rized
main headings.
The PAIS Subject Headings authority file is a
consistent or controlled vocabulary used as sub-ject
access to PAIS International records.
Libraries with collections in the fields of public
policy, international affairs, and social science also
use the PAIS subject file in the classification of
their own collections. It includes authorized
main headings that can be either single descrip-tors,
e. g. Elections, or multiple word descriptors,
e. g. Hydroelectric power or HIV positive persons.
The OCLC PAIS list of headings is not a
thesaurus, with broader and narrower terms.
It does provide related terms, which may reflect
broader, narrower or lateral relationships. There
are four types of cross- references: SEE references,
that direct the users from a term not used to the
preferred term; SEE FROM references, referred
to as “ Used for��� references in FirstSearch, are
synonyms or quasi- synonyms directing users to
the authorized terms; and SEE ALSO and SEE
ALSO FROM references,“ Related Subject
Headings” in FirstSearch, may be broader or
narrower.
A subject heading may be a main heading by
itself, or a subject string with a main heading and
a subheading and possibly a sub- subheading. For
example, Employment; Employment - Women;
Employment - Women - Statistics.
Many headings can be used as main headings,
subheadings, or sub- subheadings. For example,
Germany - Monetary policy; Monetary policy -
Decision- making.
Other headings are used as subheadings
or sub- subheadings only: Regionalism - Labor
aspects; Colombia - Commercial policy -
Labor aspects.
Before 1990, two print indexes, PAIS Bulletin
and PAIS Foreign Language Index ( FLI), coex-isted.
They used the same headings, although
strings of headings were structured differently.
FLI subdivided its headings geographically, when
appropriate. The Bulletin subdivided only a few
selected headings geographically, depending on
the frequency of the headings’ use. When the
two products were combined into PAIS
International in 1991, it was decided that most
main headings would be subdivided geographi-cally,
when appropriate. If a city or region were
being described, the string would include the
country name preceding it, for example, Coffee
industry - Colombia - Cauca ( department),
Colombia. In addition, the geographical heading
would be used as a main heading, for example,
Cauca ( department), Colombia - Agricultural sec-tor.
These two indexing styles for geographic
headings remain in the bibliographic database and
in the list of subject headings and their subdivi-sions.
Geographic headings can be used as main
OCLC PAIS Subject Headings file now available
on FirstSearch
M E M B E R S H I P N E W S
OCLC Newsletter March/ April 2002 19
headings, subheadings, or sub- subheadings. For
example, Germany - Urban policy; Cities and
towns - Germany - Bavaria, Germany.
The PAIS Subject Headings list reflects the
content of the database and the constant evolu-tion
of public affairs. Therefore, it is dynamic and
constantly changing. Additions, deletions, and
changes are continually occurring. When a new
term is adopted or modified, all related subject
authority records and bibliographic records are
updated. OCLC PAIS aims at choosing terms that
are used by authorities in the field and at the
same time are in common usage. However, the
subject listing includes many terms that need to
be reconsidered and worded in more contempo-rary
and natural terminology.
A recent example of term reconsideration con-cerned
inverted headings in the field of insurance
being converted to natural language. For example
Insurance, Health and Insurance, Social were
changed to Health insurance and Social insur-ance.
We intend to continue to implement such
necessary changes to reach the goal of making
information more easily accessible to our users.
With the OCLC PAIS subject headings list on
FirstSearch, users have the possibility of clicking a
hotlinked term in
the list of subject
headings and retriev-ing
bibliographic
records containing
that term. Users are
also able to retrieve
the full record for
the term and view
relationships
between terms.
OCLC PAIS devel-oped
another type
of subject classifica-tion
called Broad
Topics. More than
6,000 main subject
headings were classi-fied
into 24 broad
public policy fields.
These 24 categories
represent the main
focuses of the PAIS
International data-base
and provide a
comprehensive view
of large areas of
public affairs. Broad categories were divided into
255 sub- categories that also represent major areas
of coverage. Subject headings generally appear
under one or, when necessary, two Broad Topics.
Broad Topics were conceived as a hierarchical
classification system, not necessarily as broader/
narrower relationships. These Broad Topics can
be considered top terms. In the subject headings
listing on FirstSearch, topical subject headings
include broad topics with subtopics.
At present, only OCLC PAIS website records
contain primary broad topic assignments. Broad
Topics have been assigned to more recent PAIS
International bibliographic records, but currently
are not available on FirstSearch.
To view the complete list of OCLC PAIS Broad
Topics and subtopics, visit the OCLC PAIS website
at < http:// www. pais. org/>. The website will also
provide updates on recent subject heading
changes, deletions, and additions. Reloads of the
subject authority file are planned for twice each
year on FirstSearch.— Catherine Korvin is editor
and Marjorie Haddad is assistant editor, OCLC
PAIS.
• • •
M E M B E R S H I P N E W S
20 OCLC Newsletter March/ April 2002
The Gateway to
Educational
Materials ( GEM),
a unit of the
Information
Institute of
Syracuse, and
OCLC have
agreed to explore
collaboration
on education-related
metadata
standards and
tools.
The agreement
commits both
organizations to
expand the scope
of their coopera-tion.
Among the
items to be dis-cussed
is the
potential for OCLC to receive and load copies of
selected records from GEM’s cooperative data-base,
the Gateway
< http:// www. thegateway. org/>, and for OCLC
to reciprocate by providing GEM with selected
records for educational materials from WorldCat.
Other possible cooperative research activities
include mapping the ERIC Thesaurus to the
Dewey Decimal Classification system and joint
efforts to optimize OCLC metadata to support
education.
“ This agreement builds on a long history of
cooperation by GEM and OCLC in the Dublin
Core Metadata Initiative and the experience of
both organizations in supporting the cooperative
creation and main-tenance
of meta-data-
related
standards, tools,
systems and data-bases,”
said Lorcan
Dempsey, vice
president, OCLC
Research. “ OCLC
looks forward to
working more
closely with GEM
on cooperative
research and other
activities that will
lead to improved
access to educa-tional
resources.���
Both OCLC and
GEM support the
use of metadata to
improve access to
selected, high- quality educational resources. GEM
staff and consultants have been instrumental in
developing and promoting the use of an extended
Dublin Core metadata standard for educational
materials, and active members of the DCMI
( Dublin Core Metadata Initiative) Education
Working Group and other education- related
metadata standards efforts. The organizations
plan to explore collaborative opportunities—
including cooperative research— with the
ultimate aim of improving access to quality educa-tional
resources found on nonprofit, commercial,
university and government web sites.
• • •
GEM and OCLC to explore collaboration
on education- related metadata standards, tools
The OCLC Institute continues its mission of pro-moting
the evolution of libraries and information
services by providing librarians with opportuni-ties
for advanced education and knowledge
exchange.
The OCLC Institute will offer,“ Transforming
the Library: Measures for the Future, June 10- 11,
at the University of Alberta, Edmonton, Alberta,
Canada.
Visit the OCLC Institute’s web site for
complete details, including seminar descrip-tions,
faculty and registration information:
< http:// www. oclc. org/ institute/ calendar/>.
• • •
OCLC Institute program on
‘ Transforming the Library�� set for June 10– 11
Lorcan Dempsey, vice president, OCLC Research; R. David Lankes, director,
Information Institute of Syracuse; Joan S. Mitchell, executive director, OCLC
Forest Press, and editor in chief, Dewey Decimal Classification; and Eric
Childress, consulting product support specialist, OCLC Metadata Services.
M E M B E R S H I P N E W S
OCLC Newsletter March/ April 2002 21
The OCLC Institute and the Information Institute
of Syracuse at Syracuse University are
co- sponsoring the 2002 Virtual Reference Desk
( VRD) Conference,“ Charting the Course for
Reference: Toward a Preferred Future,”
Nov. 10– 13, in Chicago, Illinois.
Initiated in 1999 by the Virtual Reference Desk
Project, funded by the U. S. Department of
Education and managed by the Information
Institute of Syracuse, the VRD Conference has
become a leading professional conference dedi-cated
to the rapidly changing field of reference
systems, standards and practice.
“ The VRD Conference is a perfect match of
topic, timing and format to create a rich learning
experience with both broad reach and significant
impact,” said Erik Jul, executive director, OCLC
Institute. “ The energy of the two co- sponsoring
organizations will be evident in
this year’s conference.”
“ VRD has become the place
where the digital reference
agenda is set,” said R. David
Lankes, director of the
Information Institute of Syracuse
and the Virtual Reference Desk Project.
“ I can think of no better partner in this
than the OCLC Institute with their
experience in setting the agenda in
library science and education. With the
OCLC Institute with us, the conference
truly is world- class in content, management
and planning.”
The theme of this year’s conference empha-sizes
planning and direction founded upon practi-cal
experience, research or trend analyses.
Presenters and participants will examine issues,
identify practices, and propose organizational and
technological systems, standards, and practices
that advance the state of reference librarianship
in a digital environment.
For more information about the 2002 Virtual
Reference Desk Conference or to submit
proposals for papers and presentations, visit
< http:// www. oclc. org/ institute/ events/ vrd2002/>.
The OCLC Institute, an educational division of
OCLC, promotes the evolution of libraries
through advanced education and knowledge
exchange.
The Information Institute of Syracuse, part of
Syracuse University’s School of Information
Studies, is a world- class research organization
with grants and contracts from NSF, the U. S.
Department of Education and others. The
Institute operates the Virtual Reference Desk,
the Gateway to Educational Materials, the ERIC
Clearinghouse on Information & Technology and
AskERIC. For more information, visit
< http:// iis. syr. edu>.
• • •
OCLC Institute and Information Institute of Syracuse
co- sponsor Virtual Reference Desk Conference
M E M B E R S H I P N E W S
22 OCLC Newsletter March/ April 2002
The OCLC Institute concludes its presentation
of “ Steering by Standards,” a series of three
satellite videoconferences to bring together
information professionals and experts in infor-mation
standards, with its May 29 program,
“ Paper Past, Digital Future.”
This program explores the challenges librar-ians
face as they integrate electronic resources
into their collections and deliver those
resources to users. This videoconference
addresses the difficulties of weaving multiple
standards into current library catalogs and
looks at how authors and publishers can help
libraries organize all types of materials.
The “ Steering by Standards” series is
designed to give participants at all levels a bet-ter
understanding of:
• Why and how selected standards have
evolved
• Possible future directions for the standards
and the role of libraries in the standards
process
• Practical implications of adopting and
integrating these standards into library
systems, services, and practices
Each “ Steering by Standards” program is a
combination of presentations, panel discus-sion
and question- and- answer sessions.
Information on this series, including
speaker biographies and site license purchase
information, is found on the OCLC Institute
web site < http:// www. oclc. org/ institute/
events/ sbs. htm>.
To purchase videotapes of past “ Steering by
Standards” presentations, contact the OCLC
Institute by e- mail < institute@ oclc. org>.
• • •
‘ Paper Past, Digital Future’ program set for May 29
M E M B E R S H I P N E W S
OCLC Newsletter March/ April 2002 23
On April 29, the OCLC Institute
welcomed the five recipients of
the 2002 IFLA/ OCLC Fellowship.
This fellowship is granted to indi-viduals
in the early stages of their
library careers who are from coun-tries
with developing economies.
Recipients undergo a rigorous
application process and are chosen
for their commitment to the library
profession in general and to its fur-therance
in their home countries.
While in the United States for this
month- long program, the Fellows
will participate in OCLC Institute
seminars and programs, visit
Columbus- area libraries, spend a
week participating in activities at
the Mortenson Center for
International Librarianship,
University of Urbana- Champaign,
Illinois, visit the Library of
Congress and other Washington,
D. C. area institutions, and have
the opportunity to develop
relationships with fellow profes-sionals
to further the global library
cooperative.
Application deadline for the
2003 IFLA/ OCLC Fellowship was
April 26, 2002. The 2003 winners
will be announced at the IFLA
Annual Conference in Glasgow,
Scotland in August 2002.
Information on the Fellowship pro-gram
can be found at the OCLC Institute web site:
< http:// www. oclc. org/ institute/ resources/
fellowships/ ifla>.
��� • •
2002 IFLA/ OCLC Fellows begin work at OCLC
The 2002 IFLA/ OCLC Fellows are, from left to right: Ferry Irawan, Castle Group,
Jakarta, Indonesia; Sibongile Madolo, South African Tourism Institute, Rivonia,
South Africa; Purity Mwagha, Kenya Technical Training College, Nairobi, Kenya;
J. K. Vijayakumar, INFLIBNET, Ahmedabad, India; and Zarina Ismail, Centre for
Academic Information Services, University Malaysia, Sarawak, Malaysia.
M E M B E R S H I P N E W S
24 OCLC Newsletter March/ April 2002
The OCLC Institute now offers high- quality, low-cost
online web- based technical instruction to
librarians and information professionals.
Partnering with MindLeaders, a leader in dis-tance
education, the OCLC Institute offers sub-scription
access to over 600 individual courses in
four course groups: End User Desktop
Computing, Technical General, Technical
Microsoft Certified Systems Engineer and
Technical Web Development.
“ The job of librarian is changing rapidly, and
much of that change is driven by technology,” said
Erik Jul, executive director, OCLC Institute.
“ Providing access to MindLeaders’ courses will
help librarians stay current and develop new com-petencies
at affordable prices, whenever they
want, wherever they are.”
MindLeaders courses are available through
OCLC regional networks, service centers and
international divisions as well as the OCLC
Institute < http:// institute. oclc. org/>.
MindLeaders, headquartered in Columbus,
Ohio, provides over 600 subscription- based, self-paced
e- Learning courses to businesses, organiza-tions,
government agencies and home office users
via industry- standard Web browsers. More infor-mation
is at < http:// www. mindleaders. com>.
The OCLC Institute, an educational division of
OCLC, promotes the evolution of libraries
through advanced education and knowledge
exchange.
• • •
OCLC Institute partners with MindLeaders
Erik Jul
Marian is a cataloger in an academic library
who is on the verge of filing for divorce from
Phillip, her husband of 30 years. Phillip is a
reference librarian at a large public library.
Marian and Phil, like many couples, have very
different attitudes about metadata and how to
use it.
If you missed meeting them during the ALA
Midwinter Meeting in New Orleans, Louisiana,
here is your chance to find out if this marriage
can be saved. This presentation takes a light-hearted
look at a rift between public and tech-nical
services.
A video of the presentation is now available
via interlibrary loan from the OCLC
Information Center. Requests for this video—
OCLC control number 49203627— may be
sent to the OCLC Information Center, holding
symbol OCC.
Libraries that do not participate in the
OCLC Interlibrary Loan service may send
requests on the ALA interlibrary loan request
form to: OCLC Information Center, P. O. Box
7777, Dublin, OH, 43017- 0702. Borrowed
videotapes may be freely duplicated for the
borrowing institution’s use.
• • •
The Cataloger, the Public Services Librarian and Metadata:
‘ Can This Marriage Be Saved?’ video now available
M E M B E R S H I P N E W S
OCLC Newsletter March/ April 2002 25
Gary Perlman, OCLC consulting research scien-tist,
published a paper on usability and the web in
the March/ April 2002 issue of IEEE Internet
Computing.
In the paper, titled “ Achieving Universal
Usability by Designing for Change,” Dr. Perlman
writes about the project to develop the new user
interface for the OCLC FirstSearch service.
Dr. Perlman writes that by working to develop a
web interface in English, French and Spanish, and
to make it work on a variety of browsers, the soft-ware
architecture enabled OCLC development
staff to make the interface easier to use not just
for typical FirstSearch users, but also for users
with special needs, and for those looking for
added functionality. In just the past few months,
FirstSearch has added Japanese and Chinese inter-face
options and now conforms to the U. S. Section
508 accessibility standards. “ The demands of a
few universal access issues required a design that
helped address many,” Dr. Perlman concludes.
Dr. Perlman’s paper appears on pages 46- 55 of
IEEE Internet Computing.
IEEE Internet Computing, published by the
IEEE Computer Society, helps computer scientists,
engineers and other practitioners use the ever-expanding
resources of the Internet. < http://
www. computer. org/ internet/>.
The Institute of Electrical and Electronics
Engineers ( IEEE) is a non- profit, technical profes-sional
association of more than 377,000 individ-ual
members in 150 countries. Through its
members, the IEEE is a leading authority in techni-cal
areas ranging from computer engineering, bio-medical
technology and telecommunications, to
electric power, aerospace and consumer electron-ics,
among others.
• • •
Paper describes how designing for change
in FirstSearch interface benefits all users
OCLC has joined the Northeast Document
Conservation Center ( NEDCC) partnership with
Texas- based Amigos Library Services to produce
preservation training under a Library Leadership
Grant from the Institute of Museums and Library
Services ( IMLS).
The NEDCC/ Amigos partnership received the
grant in October 2001 to support production of
preservation planning training tools in several
media. IMLS’ prestigious grant is awarded to
model projects that have far- reaching impact
throughout the library community.
NEDCC will work in cooperation with Amigos
and OCLC to produce a workbook on how to
assess the preservation needs of a library, a video
illustrating major points of the workbook, and a
Web publication incorporating clips from the
video to illustrate the text. Specifically, OCLC will
make staff available to write and edit a video on
surveying a library’s preservation needs. The goal
of this ambitious two- year project is to equip
libraries across the country to identify risks and
prioritize the preservation needs of their collec-tions.
By using a variety of media and technology,
the partners will make these training tools highly
accessible and affordable.
For over 29 years, NEDCC has met the evolving
needs of the library and museum communities. A
nonprofit regional conservation center, it per-forms
paper conservation, book conservation,
preservation microfilming, and duplication of
photographic negatives. Both NEDCC and
Amigos receive major funding from the National
Endowment for the Humanities to support their
field service programs.
Amigos Library Services, Inc. is a nonprofit,
membership- based organization dedicated to
providing resource- sharing opportunities and
information technology to libraries. The Amigos
membership consists of over 700 libraries and
cultural institutions located primarily in the
southwestern United States who utilize its com-prehensive
line of services, including cataloging,
reference, resource sharing, preservation, digital
imaging, and training.
The Institute of Museum and Library Services
is an independent federal agency located in
Washington, D. C., that fosters leadership, innova-tion,
and a lifetime of learning by supporting the
nation’s 15,000 museums and 122,000 libraries.
�� • •
OCLC joins NEDCC/ AMIGOS collaboration
for IMLS National Library Leadership Project
Gary Perlman
M E M B E R S H I P N E W S
26 OCLC Newsletter March/ April 2002
Rein van Charldorp has been named the new
managing director of OCLC PICA. He began
serving in the position on April 16.
OCLC PICA began operation on Jan. 1 and
includes the activities of the former Pica B. V. with
offices in Leiden, the Netherlands, and the former
OCLC Europe, the Middle East & Africa, with
offices in Birmingham, United Kingdom. OCLC
PICA offers services to libraries and their users.
Prior to joining OCLC PICA, Dr. Charldorp
spent 20 years at Reed Elsevier in science and
business publishing, where he most recently was
chief operating officer, Reed Business Information
Netherlands.
“ Rein van Charldorp will lead a newly- integrated
organization that will become the European hub
of the OCLC global cooperative,” said Jay Jordan,
president and chief executive officer, OCLC. “ The
new OCLC PICA is uniquely positioned to meet
the local needs of libraries in Europe and link
them to the global library network. His extensive
international experience in the information indus-try
will serve OCLC PICA well.”
“ This is an exciting time for European libraries
and OCLC PICA,” said Dr. Charldorp. “ I look for-ward
to continuing to extend and improve the
services of OCLC PICA in Europe and to work
within the OCLC cooperative.”
A Dutch citizen, Dr. Charldorp was born in
Indonesia. He received a master of science
degree in chemistry and a doctorate in science
from Leiden University. He received his master’s
degree in business administration from Nijenrode
University in the Netherlands/ Wharton School of
Business, University of Pennsylvania, United
States. He has lived and worked in Amsterdam,
the Netherlands; Limerick, Ireland; and Boston
and New York City, in the U. S.
OCLC PICA is the European library coopera-tive,
helping libraries serve their users by provid-ing
economical access to knowledge through
innovation and collaboration. OCLC PICA offers
libraries services to facilitate library management
and automation, online information services for
end users, and an integrated infrastructure for
libraries outside the Netherlands.
The headquarters of OCLC PICA are in Leiden
and also house the central staff and the Infor-mation
Technology Center ( ITC) of OCLC PICA.
ITC develops and supports the OCLC PICA prod-ucts
and is responsible for the sales, implementa-tion
and maintenance of the central library systems
to consortia or regions outside the Netherlands.
OCLC PICA has three regional offices.
The office in Birmingham serves Northern
Europe ( the U. K. and Ireland, Scandinavian coun-tries
and Eastern Europe). The office in Leiden
serves Western Europe ( the Benelux, Germany,
Austria and Switzerland). The office in Paris ( to
be opened in 2002) will serve Southern Europe
( France, Spain, Italy, Portugal, Greece, Cyprus,
Slovenia, Turkey and Israel).
More information on OCLC PICA is available
on the web < http:// www. oclcpica. nl/>.
• • •
Rein van Charldorp
new managing director of OCLC PICA
Rein van Charldorp
R E S E A R C H
OCLC Newsletter March/ April 2002 27
The Dublin Core Metadata Initiative ( DCMI) has
named its first Board of Trustees on Feb. 1. The
Board was formed to provide strategic leadership
and support to the organization. Trustees are
selected for a variety of characteristics, including
personal and professional abilities, geographical
representation and professional sector.
The DCMI Board of Trustees consists of:
• Denise Bedford, thesaurus manager and senior
information officer, World Bank Group
( Washington, D. C., United States)
��� Joseph Busch, director of Solutions
Architecture, Interwoven ( Sunnyvale,
California, United States)
• Michael Crandall, technology manager,
Libraries and Public Access to Information
Program, Bill & Melinda Gates Foundation
( Seattle, Washington, United States)
• Lorcan Dempsey, vice president, OCLC
Research ( Dublin, Ohio, United States)
• Juha Hakala, Development director, Helsinki
University Library— The National Library of
Finland ( Helsinki, Finland)
• Nathalie Leroy, chief, Information Processing
Section, Library, United Nations Office at
Geneva ( Switzerland)
• Neil McLean, director, IMS Australia, Macquarie
University ( Sydney, Australia)
• Nigel Oxbrow, chief executive, TFPL Ltd.
( London, United Kingdom)
• Shigeo Sugimoto, professor, University of
Library and Information Science ( Tsukuba,
Japan).
“ DCMI is very happy to have this group help
guide and promote the Initiative,” said Stu Weibel,
executive director, DCMI. “ The board members
come from six countries on four continents and
bring the perspectives of many professional back-grounds.
Their counsel will help raise the profile
of the Initiative and further its development and
sustainability.”
More information about the Board and its
Members is available online < http:// www.
dublincore. org/ about/ trustees/>.
The Dublin Core Metadata Initiative < http://
www. dublincore. org/ about/> is dedicated to
promoting the widespread adoption of interoper-able
metadata standards and developing special-ized
metadata vocabularies for describing
resources that enable more intelligent informa-tion
discovery systems. It is the maintenance
agency for the Dublin Core Metadata Element Set
standard.
The collaboratively developed Dublin Core
< http:// www. dublincore. org/ documents/ dces/>
is an ANSI- approved, internationally accepted
metadata standard for describing electronic infor-mation.
It includes 15 data elements for describ-ing
and organizing electronic resources to make
them easier to find and access over the Web.
Dublin Core elements can be extended to meet
the special needs of individual disciplines while
promoting interoperability among disciplines. A
significant and growing number of people and
organizations < http:// www. dublincore. org/
about/ participants/>, and governments
< http:// www. dublincore. org/ news/ adoption/>
use the Dublin Core and participate in DCMI
activities.
• • •
DCMI names first board of trustees
Some members of the DCMI Board of Trustees during its
first meeting
photo provided by OCLC Research
R E S E A R C H
28 OCLC Newsletter March/ April 2002
The OCLC Office of Research and the Association
for Library and Information Science Education
( ALISE) have awarded three grants to university
researchers for 2002. Recipients of the
OCLC/ ALISE Library and Information Science
Research Grants were recognized in January at
the awards luncheon held during the ALISE 2002
Annual Conference in New Orleans, Louisiana.
“ The university- based research aided by these
grants complements the efforts of the OCLC
Office of Research and advances librarianship
and information science,” said Lorcan Dempsey,
vice president, OCLC Research. “ The value of this
research is reflected in the increase of these
awards, beginning next year, to $ 15,000 from
$ 10,000.”
• Jane Greenberg, assistant professor, the
University of North Carolina at Chapel Hill,
received a grant for her project,“ Optimizing
Metadata Creation: A Model for Integrating
Human and Automatic Processes.” Dr.
Greenberg’s research will develop a model to
facilitate the most efficient and effective means
of metadata production by integrating human
and automatic processes. Three tiers of
metadata will be explored: metadata created by
resource authors, catalogers and automatic
processing tools. Protocols will be established
for collaboration between resource authors
and professionals and for integrating these
human metadata generation processes with
automatic processes.
• Wonsik Shim, assistant professor, Florida State
University, was awarded a grant for his research
titled,“ Reification of Information Seeking
Habits.” This study will investigate innova-tive
and effective methods of collecting
information about undergraduate students’
information- use habits and factors affecting
them. In addition to two existing data
collection methods, online surveys and case
studies, the study will use personal digital
assistants ( PDAs) to collect the raw data
relating to user information behaviors as they
occur in the natural settings. This approach,
along with the use of multiple methods of data
collection, will enhance the quality of data
collection. Results may be used to conduct
and evaluate information literacy programs,
develop other PDA- based library services and
design research studies of information seeking
behaviors.
• Lorna Peterson, associate professor, University
at Buffalo, SUNY, was granted funding for a
study titled,“ Operationalizing Barriers in
Dissemination of African Research and
Scholarship.” Dr. Peterson’s research seeks
to operationalize and measure the barriers
in the dissemination of indigenous African
scholarship at a case- study level. The intended
outcome is to move beyond assertion of the
problem to a measurement of the problem.
This research will assist with the preservation,
access and dissemination of African
scholarship, while presenting opportunities
for additional research and solutions.
The OCLC/ ALISE Library and Information
Science Research Grant Program awards grants of
up to $ 15,000 to foster quality research by faculty
in schools of library and information science.
Application materials for the grants are available
on the OCLC web site < http:// www. oclc. org/
research/ grants/>. For more information, contact
the Office of Research by telephone at + 1- 614- 764-
6487 or by e- mail at < diane_ morris@ oclc. org>.
Founded in 1915, the Association for Library
and Information Science Education is a nonprofit
organization located in Reston, Virginia. Its mis-sion
is to promote excellence in research, teach-ing
and service for library and information
science education < http:// www. alise. org>.
• • •
OCLC and ALISE announce grant awards
Jane Greenberg
Wonsik Shim
photo provided by Wonsik Shim photo provided by Jane Greenberg
C O N F E R E N C E S
OCLC Newsletter March/ April 2002 29
What challenges are you facing in your library?
The OCLC booth is your place to share these
issues and your victory stories, and to find out
how OCLC and your fellow librarians can
help.
For information on OCLC events in Atlanta
and at other conferences, check the OCLC
web site < http:// www. oclc. org/ events/ ala>.
In addition, you can:
• Click on “ Print- on- demand” to link to OCLC
product and service brochures in PDF
format.
• Click on “ Video- on- demand” to connect to a
number of webcasts available for viewing.
• Click on “ Presentations” for slideshows
presented at past conferences on a variety
of topics.
OCLC information and presentations from
ALA Annual in Atlanta will be available on the
site following the conference.
• • •
OCLC booth 1234 is your place to connect at ALA
It’s time to register your attendance at the pre-conference
that OCLC and the Scottish
Confederation of University and Research
Libraries ( SCURL) will sponsor at IFLA 2002 in
Edinburgh, Scotland, Aug. 15– 16. Titled “ New
Directions in Metadata,” the preconference
will address the latest developments in, and
implications for, metadata in a distributed
environment.
Papers to be presented at the preconfer-ence
will cover topics including collection
description, preservation metadata, applica-tion
profiles, audience levels and subject
retrieval. These papers will focus on using
the local environment as a key to understand-ing
the global environment.
For more details and to register, visit
< http:// www. oclc. org/ events/ ifla>.
• • •
Register now for the OCLC/ SCURL
preconference at IFLA 2002
N E T L I B R A R Y
30 OCLC Newsletter March/ April 2002
The sale of netLibrary assets to OCLC in January
brought together the world’s leading provider
of electronic books and the world’s largest library
cooperative.
netLibrary is now a division of OCLC, with
the netLibrary staff of 125 remaining in Boulder,
Colorado.
netLibrary prioneered the eBook market and has
built an eBook solution that is integrated with the
mission and methods of libraries. By combining
the traditions of the library system with electronic
publishing, netLibrary offers an easy- to- use informa-tion
and retrieval system for accessing the full text
of reference, scholarly and professional books.
Since 2000, netLibrary’s catalog has grown sig-nificantly
to include more than 42,000 titles, with
steady increases in front- list titles from more than
300 leading publishers. Today, some 7,000 libraries
use eBooks to support patron requirements for
research, reference, and learning content, across a
wide range of subjects, including Economics and
Business, American History, Medicine and Health,
Religion, Technology and Engineering, History,
Sociology, Philosophy, and Education.
netLibrary eBooks are viewed by many librari-ans
as an innovative new tool for helping acade-mic,
public, corporate, special and K- 12 libraries
meet the needs of their users.
“ eBooks open the library’s doors to patrons
who might not visit our branches very often,” said
Steve Newcomer, assistant director of Information
Technology and Collections for the Los Angeles
Public Library. “ We are now providing services to
people who require our resources when the
library is closed.”
“ We view eBooks as another avenue to satisfy
our library patrons in their information quest on
campus and off campus,” said Lou Helen Sanders,
of Jackson State University. “ Students can count
on netLibrary eBooks as dynamic, credible
sources.”
A related benefit is highlighted by David Evans,
associate director, Horace W. Sturgis Library,
Kennesaw State University. “ To add this many
titles to our collection in non- eBook form would
have required $ 50,000 worth of new shelves
alone,” he said.
Early findings on how patrons use eBooks—
across all types of libraries— suggest that, on
average, a title is accessed three to four times
annually, with access rates reaching much
higher levels for the most popular titles, for
titles put on reserve to support specific curric-ula,
or for some specific subject areas where
recent content is especially important, such as
science and technology.
netLibrary and eBooks an excellent fit for OCLC
N E T L I B R A R Y
OCLC Newsletter March/ April 2002 31
“ netLibrary is an excellent strategic fit for
OCLC,” said Jay Jordan, OCLC president and CEO.
“ netLibrary’s eBooks will provide synergies in
OCLC’s core service areas of cataloging, resource
sharing, reference, and digital and preservation
services.”
In cataloging, OCLC is already providing biblio-graphic
information for netLibrary users through
the OCLC PromptCat service. In fact, the single
most important factor impacting eBook usage is
the loading of eBook MARC records into a
library’s OPAC. The addition of more metadata on
eBooks in WorldCat will further increase their visi-bility
and accessibility.
For the immediate future, netLibrary will focus
on continuing to build its catalog and increasing
adoption and use of eBooks. For the longer term,
however, there is the potential for significant syn-ergy
between the core products and services
offered by OCLC and netLibrary eBooks.
netLibrary’s eBooks will complement OCLC’s
growing collection of electronic journals. The
OCLC FirstSearch Electronic Collections Online
database currently provides access to 3,895 elec-tronic
journals from 64 publishers. Efforts are
already under way to integrate FirstSearch with
the netLibrary catalog.
Access to eBooks will also enhance the capabil-ities
of OCLC’s forthcoming QuestionPoint ser-vice,
which will provide professional reference
services to researchers any time anywhere,
through an international, digital network of
libraries and related institutions.
For library patrons, netLibrary eBooks are easy
to use, fast, efficient, and accessible from within
the patron’s library or from a remote location.
eBooks can be used for quick reference, can be
checked out or read online. Users can also search
thousands of eBooks simultaneously or conduct
full- text searches of every word in a specific
eBook.
For librarians, netLibrary provides fast, efficient
access to current and relevant books, helps
reduce physical storage needs, and eliminates the
risk of lost, stolen or damaged books. Libraries
offering netLibrary eBooks effectively extend
their hours of operation to 24 hours a day, seven
days a week, and provide their patrons with
access from anywhere in the world.
“ The netLibrary concept has great potential,”
said Mr. Jordan. “ Since netLibrary’s founding in
1998, they have been eBook pioneers. netLibrary
has a strong collection. The technology is sound
and scalable, and the library community supports
eBooks. Together with OCLC’s proven track
record of providing cost- effective online services
to libraries, we are committed to making
netLibrary an important and valuable addition to
the OCLC cooperative.”
• • •
N E T L I B R A R Y
32 OCLC Newsletter March/ April 2002
by Jen Stelling
Nylink, an OCLC- affiliated organization for
libraries throughout New York State and sur-rounding
areas, strives to enhance collaboration
and cooperation and to facilitate access to and
implementation of quality, cost- effective informa-tion
technologies.
With that mission in mind,
Nylink entered into an agreement
with netLibrary in early 2000 to
provide a way for libraries in the
region to introduce eBooks into
library collections. Following tri-als,
experimentation and study,
the Nylink netLibrary Shared
Collection has provided essential
information to help integrate the
eBook into libraries’ collections.
The initial Nylink netLibrary Shared Collection
was closed June 30, 2001. A new Shared
Collection is now being developed for Nylink
libraries— with the benefit of a year of study and
experience with the new technology.
Today, Nylink library users are accessing
netLibrary eBooks an average of about 100 times
each day, seven days a week, and those numbers
continue to grow as awareness of the value of the
Nylink netLibrary Shared Collection continues to
grow.
“ The success of the Nylink netLibrary Shared
Collection has been outstanding,” said Mary- Alice
Lynch, executive director, Nylink. “ It has allowed
libraries to share the risk of experimenting with
new technologies, vastly increased the content
available to their patrons at a reasonable cost, and
provided a new venue for collaboration that
allows libraries to do together what they would
not or could not do alone.”
Nylink librarians have been able to monitor
their eBook collection use. They found that the
most popular subject areas were Computer
Science, Economics and Business, and Sociology.
As more libraries joined in the Shared Collection,
usage statistics began to influence collection
development.
Most titles in the Nylink collections have been
viewed at least once, with 90 titles having had at
least 50 views. About 600 of the
4,502 titles in the collections have
not yet been viewed. But overall
usage is increasing for all eBooks
over time.
Four- year academic libraries,
which make up about 75 percent
of the Nylink netLibrary Shared
Collection participants, account for
93 percent of eBook access. Two-year
academic libraries, which are
7 percent of Shared Collection participants,
accounted for 4 percent. K- 12 schools and school
systems make up 14 percent of users. Although
K- 12 accounts for the lowest percentage of usage,
access for schools and school library systems have
begun to climb in the last few months.
Ms. Lynch said one of Nylink’s objectives is to
facilitate collaboration in the adoption of new
technologies. Making eBooks an integral part of
libraries’ collections will take time, she said. But
she said she is confident in the long- term viability
of eBook collections in libraries.
“ As with many pioneering efforts, the road for
netLibrary has not always been smooth,” said Ms.
Lynch. “ However, I am optimistic that the new
relationship with OCLC will provide stability and
opportunity for its evolution and integration with
OCLC’s strategy of promoting the integration of
library visibility and importance in the web envi-ronment.
I envision the linkages and metadata
expertise of OCLC and the content of netLibrary
will provide more value to libraries and to their
patrons in the future.”— Jen Stelling is Products
and Services librarian, Nylink.
• • •
Nylink netLibrary Shared Collection provides new
opportunity for collaboration
N E T L I B R A R Y
OCLC Newsletter March/ April 2002 33
What is an eBook?
The term eBook applies to
published materials, such as
reference books, scholarly
monographs and consumer
books that have been con-verted
into digital format for
electronic distribution.
netLibrary eBooks offer patrons
many benefits not available with traditional
books. eBooks are available 24 hours a day, seven
days a week— from any location in the world.
Robust search technology facilitates finding both
books and specific information within books.
Additional features, such as a dictionary, book-marking,
and being able to open multiple books at
one time, further increase their usefulness.
How do users check eBooks in and out?
After locating an eBook online, end users have the
option of viewing or borrowing the eBook. By
borrowing an eBook, users will have exclusive
access to the book during the check- out period.
eBooks are automatically checked back in to the
netLibrary collection when the check- out period
expires.
Can more than one person at a time check
out the same book?
netLibrary’s digital rights management system is
designed to support copyright laws resulting in a
model that allows only one person to use one
eBook at a time. If a library or organization has
purchased 10 copies of one title, then 10 people
at a time may view that title. Alternative access
models that meet both library demands and pub-lisher
needs are being explored.
What happens if an eBook is not available?
When an eBook is checked out, the netLibrary
system displays a message indicating that the
eBook is not available.
Can I print a hardcopy version of an eBook or
pages from an eBook?
Users can copy or print single pages, just as peo-ple
can photocopy single pages of a printed
book. netLibrary, however, has developed mecha-nisms
for limiting the copying and printing of
eBooks from the Internet. If a user is rapidly
viewing multiple pages of an eBook— a pattern
that indicates the possibility of page- by- page
printing— netLibrary will display a copyright
notice and instruct the user to discontinue his or
her actions. If the pattern continues, the account
becomes disabled for a period of time and the
event is logged for tracking purposes.
What kinds of eBooks are available?
netLibrary provides a wide range of scholarly, ref-erence,
professional and general interest titles
from many of the world’s leading commercial
publishers and university presses. netLibrary also
has made a large number of public domain titles
available.
How will I know what eBooks are being
circulated?
In order to provide library customers with flexi-bility
and control, netLibrary built a secure web
site called the Library Resource Center, with
tools that facilitate library management. These
tools include usage statistics, the ability to set
checkout times, and turnaway statistics— the
number of times patrons tried to check out a
title but were turned away because the book
was already checked out. These reports provide
valuable data to help libraries grow and shape
their collections.
For more information, go to the netLibrary web
site < http:// www. netlibrary. com>.
• • •
netLibrary FAQ
P R O D U C T N E W S
34 OCLC Newsletter March/ April 2002
The OCLC FirstSearch Electronic Collections
Online database, available through the OCLC
FirstSearch service, now contains more than 1
million journal articles in 3,895 electronic jour-nals
from 64 publishers.
On March 11, an article from Advances in
Computational Mathematics, from Kluwer
Academic Publishers, was the 1 millionth journal
article added to Electronic Collections Online.
“ This is a significant milestone because it illus-trates
OCLC’s commitment to adding content and
value to the Electronic Collections Online data-base,”
said Lori Saviers, director, Product
Marketing & Licensing, OCLC Cooperative
Discovery Services. “ OCLC continues to listen to
librarians and is responding with a wide range of
journals that will help libraries satisfy the informa-tion
needs of their users.”
Electronic Collections Online provides full-image
journal articles ( predominantly in PDF for-mat)
on a wide variety of subject matter. A
database on the OCLC FirstSearch service,
Electronic Collections Online serves as a source
of full text that is linked to citations in over 35
other FirstSearch databases to support wide-spread
access to libraries’ electronic journal con-tent.
A complete list of all publishers and
journals included in the database is available on
the OCLC web site < http:// www2. oclc. org/ oclc/
fseco/ publish. htm>.
Several publishers have recently added journals
to Electronic Collections Online for the first time:
• Fairmont Press
< http:// www. fairmontpress. com/>, founded
in 1973, is a multi- national publisher offering
professional books and technical journals
on energy and facility management topics.
Fairmont publications cover energy
engineering and management, power gener-ation,
alternative energy, energy purchasing,
HVAC and lighting efficiency, boiler and steam
system optimization, building and plant main-tenance,
facility operations and management,
indoor air quality, cooling and wastewater
treatment, and more.
• Imprint Academic
< http:// www. imprint. co. uk/> publishes books
and journals in philosophy, history, politics,
psychology and consciousness studies. The
company was founded in 1980, and is based in
Exeter, United Kingdom. Imprint Academic
books are distributed in the United States by
the Philosophy Documentation Center.
• Indiana University Press
< http:// www. indiana. edu/~ iupress/> is
recognized internationally as a leading
academic publisher specializing in the
humanities and social sciences. In addition
to producing 13 journals, Indiana University
Press produces more than 150 new books
annually and maintains a backlist of some
1,800 titles. Major subject areas include
African, African American, Asian, cultural,
gender, Jewish, Middle Eastern, Russian and
East European, and women’s studies, film,
folklore, history, medical ethics, music,
paleontology, philanthropy, philosophy,
religion, semiotics, and theater and drama.
• OECD ( Organisation for Economic Co-operation
and Development) < http:// www.
oecd. org/> publications offer the latest
international thinking and analysis on today’s
most challenging economic, social and policy
issues. With more than 250 new titles per year
( in both English and French), more than 3,500
paperbacks, and more than 700 electronic
publications to offer, OECD publications form
one of the most important sources of reliable,
comparative and recent data in the world. The
Organisation for Economic Co- operation and
Development groups 30 member countries
sharing a commitment to democratic
government and the market economy. With
active relationships with some 70 other
countries, non- governmental organizations
and civil society, it has a global reach.
Electronic Collections Online now contains
more than 1 million journal articles
P R O D U C T N E W S
OCLC Newsletter March/ April 2002 35
• World Scientific < http:// www. wspc.
com. sg/>, based in Singapore, is one of the
leading scientific publishers in the world and
the largest international scientific publisher in
the Asia Pacific region. The company publishes
approximately 400 titles and more than 70
journals each year in various fields.
Articles in 1,294 journals from 24 publishers in
the Electronic Collections Online database are
now available for purchase on an individual arti-cle,
per- use basis. “ This option gives libraries more
freedom to choose and control access to some of
their electronic journals,” said Ms. Saviers.
A list of publishers and journals currently
available through this purchase option is
available at < http:// www. oclc. org/ firstsearch/
documentation/ activepubjnl_ 20020305. xls>.
More information about titles available in
Electronic Collections Online, including ISSN,
format and Print Subscriber Program status, is
available on the Electronic Collections Online
Publishers and Journals web page < http://
www . oclc. org/ oclc/ fseco/ publish. htm>.
FirstSearch is designed for people who use
libraries and requires no training or online search
experience. FirstSearch provides access to more
than 70 databases, including OCLC FirstSearch
Electronic Collections Online and more than 50
databases that either contain full text or deliver
full text through links to other FirstSearch data-bases.
FirstSearch also links to the OCLC
Interlibrary Loan service. The OCLC FirstSearch
service came online in 1991. More information
about FirstSearch, including a guided tour, is avail-able
on OCLC��s web site < http:// www. oclc. org/
firstsearch/>.
• • ��
by Doug Loynes
The OCLC SiteSearch soft-ware
toolkit, version 4.2.0a
including the complete Java
source code to the software,
is now available at no
charge to any user for
non- commercial purposes.
Commercial use of the soft-ware
is subject to a separate
commercial license.
SiteSearch is a stable, flexible toolkit for build-ing
databases of local content and creating custom
interfaces to library resources. With SiteSearch,
libraries can build databases of various record for-mats,
scalable to more than 1 million records.
Libraries can also use SiteSearch to integrate local
OPACs, remote OPACs and other Z39.50- type
resources in a single customized interface.
SiteSearch is bundled with other open source
software packages including Apache webserver,
MySQL relational database and OCLC Pears, an
open source utility from the OCLC Office of
Research used for building local databases of
structured content. All SiteSearch source code is
in the Java programming language, allowing sys-tem
administrators full control over the software.
The software installers provide easy installation
on supported platforms, including Unix flavors,
Solaris, DEC Alpha, AiX and Linux as well as
Microsoft NT. SiteSearch comes with a selection
of “ out- of- the- box” interfaces and configuration
files to help libraries quickly set up a working
environment.
Last summer, OCLC announced that it would
discontinue further development of SiteSearch
following release of version 4.2.0 in October.
SiteSearch had matured as a product and had lim-ited
opportunities for expansion.
Following the decision, OCLC met with the
user community to consider best available
options for SiteSearch. Since the code was origi-nally
funded by the cooperative, we believe that
open sourcing the software makes sense for
libraries and for OCLC.
SiteSearch continues to be successfully imple-mented
in libraries and consortia throughout
North America, Europe and South Africa.
The software will be hosted by OCLC at
< http:// www. sitesearch. oclc. org>. From this site,
users are able to download the software, access
full documentation, initiate new projects, start
listserv discussion groups and upload and share
code with the community.
Users are free to modify existing code or create
new features. Submitting code to the open
source project is completely voluntary. However
a cooperative model of software development
will provide the greatest utility to the community.
SiteSearch Java source code
now available for download from web site
P R O D U C T N E W S
36 OCLC Newsletter March/ April 2002
by Gail Hurley
The Connecticut Digital Library, part of the
Connecticut State Library, administers a statewide
database program as well as the statewide library
union catalog called “ reQuest.” Through NELINET,
the Connecticut Digital Library became a con-sortial
sponsor to offer the OCLC CatExpress ser-vice
to reQuest libraries in Connecticut providing
a solution to a problem that had developed for
these libraries.
Using the reQuest holdings maintenance mod-ule
called WebCAT, provided by Auto- Graphics,
libraries can search reQuest for the item in hand
and add their holdings to a record if it is an exact
match. They also can download the MARC record
for that item to use in their own local system.
Although the reQuest database contains over 3.6
million records and 17 million holdings, there are
still many times when libraries cannot find an
exact match for their items. These items often go
into a box that just sits in the library office.
CatExpress was introduced at the library to
complement WebCAT by allowing these libraries
to search the 49 million records in WorldCat, giv-ing
them an excellent chance of finding matching
records to catalog and download.
In January 2001, the Connecticut Digital Library
began a six- month pilot project using CatExpress
with 10 libraries ( public and school) participating.
This was done to determine whether this would
be a beneficial product to offer small libraries in
the state to assist them with their cataloging needs
in an affordable, easy- to- use manner.
The evaluation of the pilot project led to the
recommendation that the Connecticut Digital
library begin offering CatExpress to libraries as of
July 1, 2001.
Carol Kubala of the Saxton B. Little Library in
Columbia said of the pilot project,“ We had a large
backlog of videos and CDs just sitting on our cata-loging
shelves waiting for a good record. As a
trial participant, we were able to breeze through
this media nightmare, finding records for all but a
few. It was so nice to have this cataloging burden
lifted.”
We have also received positive comments from
the participating libraries about the OCLC
CatExpress service since July.
The New Fairfield Library said,“ CatExpress gives
small libraries an affordable, efficient solution to
obtaining MARC records for obscure materials.”
Sheila Floer of the Perrot Memorial Library in
Old Greenwich told me about their situation.
They shared a catalog and had to type records
into their system manually. She estimated that
they had approximately 5,000 items to process
with a small staff.
“ We were trying to find a way to be able to
download MARC records and load them into our
system electronically,” she said. “ Then came
CatExpress. To say we love it would be an under-statement.
It has turned our working life around.
We now have time for other necessary projects.
Library patrons are happy and satisfied, and my
staff and I are no longer going crazy.”
As of July 1, 2001, 50 Connecticut libraries of
all types ( public, school, special, and academic)
have signed up for CatExpress and we expect to
add more come July 2002.— Gail Hurley is
Statewide Library Catalog coordinator,
Connecticut Digital Library.
• • •
CatExpress provides a solution for Connecticut
We anticipate users will collaborate on new pro-jects
that benefit the whole.
Additionally, OCLC will offer maintenance con-tracts
for a fee. Maintenance contracts provide
standard SiteSearch training and full technical
support services to licensees. These contracts are
optional and are available annually or for three-month
periods.
Visit the website for the most current informa-tion
on SiteSearch or the Open Source Users
Meeting. Or, for more information, send e- mail to
< ssopensource@ oclc. org> or call + 1- 614- 761-
5229.— Doug Loynes is product support special-ist,
OCLC.
• • •
P R O D U C T N E W S
OCLC Newsletter March/ April 2002 37
Searching WorldCat: An OCLC
Tutorial, version 1.02 released
Learn to search WorldCat ( the OCLC Online
Union Catalog) through OCLC Cataloging,
Interlibrary Loan, Selection, and Union List ser-vices.
Use hands- on exercises to learn searching
strategies and techniques in a self- paced, offline
environment.
OCLC Searching WorldCat version 1.02 is now
available for download. Version 1.02 includes
updates to the lists of keyword indexes and
search examples for each index. This new version
is not currently included on the OCLC Access
Suite compact disc; however, it will be included
on version 5.00 of the compact disc during sec-ond
calendar quarter 2002. For more informa-tion,
go to < http:// www. oclc. org/ oclc/ menu/
tutorial. htm>
Label Program 1.21 now available
Version 1.21 of the OCLC Cataloging Label
Program is now available for electronic download
at no charge. This new version resolves problems
reported with version 1.20.
See the Label Program home page at
< http:// www. oclc. org/ oclc/ menu/ label. htm> for
more information and to download the software.
This new version of the Label Program is not cur-rently
available on compact disc; however, it will
be included on version 5.00 of the OCLC Access
Suite compact disc during second calendar quar-ter
this year.
CatME 2.10 includes enhancements
to local file indexing
Version 2.10 of the OCLC Cataloging Micro
Enhancer ( CatME) software was released in
February.
This new version includes enhancements to
local file indexing, a new “ my status” for the local
file, a new inactivity timer to automatically log off
the online system, several new macro commands,
and a new terminal session to allow users to con-nect
to their local system from within CatME to
run macros between CatME and the local system.
This new version is available at no charge via
electronic download from the OCLC web site.
OCLC CatME is a Windows- based interface to
OCLC Cataloging that includes both online, inter-active
access to OCLC Cataloging along with
optional offline, batch functionality. Visit the
CatME site < http:// www. oclc. org/ catme/> for
more information about CatME and to download
the software.
Throughout January, OCLC conducted a field
test of the CatME 2.10 software with 10 member
libraries. “ We appreciate the effort and enthusi-asm
of staff from libraries involved in the field
test,” said David Whitehair, consulting product
manager, OCLC. “ Their dedication and input
was important to this release.”
Libraries that helped OCLC with the field test:
Akron Summit County Public Library, Akron, Ohio
( OCLC Symbol: APL); Arlington Heights Memorial
Library, Arlington Heights, Illinois ( JBL); State
University of New York at Buffalo, Buffalo, New
York ( BUF); UCLA Library, Los Angeles, California
( CLU) Manitowoc Public Library, Manitowoc,
Wisconsin ( WIA); Niles Public Library District,
Niles, Ilinois ( GO4); Oregon State University,
Corvallis, Oregon ( ORE); University of Kansas
Libraries, Lawrence, Kansas ( KKU); University of
Washington Libraries, Seattle, Washington ( WAU);
USDA Forest Service, Forest Products Laboratory,
Madison, Wisconsin ( AGF).
Library holdings customized
in WorldCat
OCLC has made several user- driven enhance-ments
to the administration of library holdings for
the WorldCat database. These enhancements
include changes to the “ Items in My Library” limit
option and the introduction of a customizable
library group option.
Libraries can now control whether or not the
Items in My Library search limit is available to
their users in the FirstSearch interface. In particu-lar,
library staff may designate which OCLC sym-bol
for their institution is used to identify items in
the library when the Items in My Library search
limit is used. They may also specify the library
name that appears in FirstSearch next to the
Items in My Library search limit check box.
OCLC has added an administrative option that
allows libraries to establish their own “ group�� for
the purpose of limiting searches by group hold-ings
in addition to those groups that are already
profiled into OCLC for interlibrary loan or union
listing purposes. Customized library groups may
be established using the OCLC FirstSearch admin-istrative
module. In WorldCat search screens,
users who wish to limit a search by group will see
OCLC News Briefs & Links
P R O D U C T N E W S
38 OCLC Newsletter March/ April 2002
a list of the established library members, from
which they may select a single library to which
the holdings limit will be applied in a search.
Search limits by group members may be done
one library at a time. ( A future enhancement will
support limiting by multiple members of a cus-tom
group.) In addition, an icon displays in
search results to designate holdings by any mem-ber
of the custom group.
OCLC FirstSearch service
administrative module
has been redesigned
The OCLC FirstSearch service administrative mod-ule
has been redesigned to make navigation and
administration of FirstSearch accounts easier. The
new design of the module will help FirstSearch
administrators save time when implementing the
many customization options available in
FirstSearch.
The functionality of the administrative module
remains the same; only the look and navigation of
the module have changed. Labeled tabs across the
top of the screen now control navigation of the
administrative module. These tabs replace the
navigation bar previously on the left side of the
screen. The streamlined design eliminates the
need to scroll from left to right to view some
screens in their entirety. In addition, each screen
now contains Quick Tips with advice on effective
use of that portion of the administrative module.
FirstSearch administrators will automatically
see these administrative module changes when
they access the module at < http:// firstsearch.
oclc. org/ admin/>, using their FirstSearch autho-rization
and administrative password.
OCLC FirstSearch Electronic
Collections Online Featured Publisher
OCLC continues to showcase Electronic
Collections Online publishers and the journals
they offer by providing access at no charge to at
least one of the Featured Publisher’s electronic
journals, usually for a month.
Libraries that already subscribe to some elec-tronic
journals through Electronic Collections
Online may use this feature to review new con-tent,
and institutions that are considering
Electronic Collections Online journal subscrip-tions
may use the site to evaluate both journal
content and the FirstSearch interface.
Access this information from the Featured
Publisher tab on the Featured Database box on
the FirstSearch web site < http:// www. oclc. org/
firstsearch/ databases/ index. htm>.
• • •
P R O D U C T N E W S
OCLC Newsletter March/ April 2002 39
. ooclc. rorgg Your guide to OCLC on the web
Electronic resources
Hot topics on the web
Save time discovering timely, quality web sites for research,
homework and library programs
NetFirst PAIS International
OCLC selection staff search the web to gather the best
resources for our and databases.
Did you know we also feature these resources in timely lists
of Hot Topics?
For help with reference and reader’s advisory, use the monthly
list to link to current events from around the world.
Get a head start on planning library programs and book displays with the
. Resources are for holidays, events and
activities approximately 90 days from today.
Interested in research topics? The editors at , the chronicler of global
public policy and social issues, regularly provide for
researchers.
OCLC
NetFirst Hot Topics
OCLC NetFirst Calendar Planner
PAIS
Hot Topics of interest
www. oclc. org/ news/ tools/
Try new featured databases and
publishers for free
Cataloging eBooks
www. oclc. org/ firstsearch/ databases/
www. oclc. org/ oclc/ cataloging/ ebooks/
FirstSearch provides databases and
electronic journals at no charge to give you
a chance to sample information resources
that you may not have tried before. OCLC
features a FirstSearch database each month
as well as an Electronic Collections Online
publisher and one or more of their
eJournals.
We're very excited to have netLibrary and eBooks associated
with OCLC. So, we’ve rounded up the latest subject guides
on cataloging electronic resources for you.
WorldCat
OCLC video- on- demand
We’ve gathered
together all of the
information about
WorldCat in one
easy- to- navigate
area of the OCLC
website. Statistics,
information about quality programs and
updates illustrate how plugging into
WorldCat benefits your library’s
cataloging, ILL, reference and digitization
programs.
Watch the
" Reconceptualizing Cataloging" webcast
from the 18 January OCLC Symposium at
ALA Midwinter.
Watch and
listen to the discussion from part of the 11
February OCLC Members Council meeting.
See the 30- second sneak preview
for the full video ( control # 49203627)
available through OCLC ILL.
OCLC Symposium webcast.
Members Council webcast.
sneak
preview.
www. oclc. org/ worldcat/
www. oclc. org/ events/ videoondemand/
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The Eloise W. Martin Reading Room in the Charles Deering Library houses Northwestern University’s holdings in art, architecture, design, photography and
related visual arts. The collection, which contains 75,000 cataloged volumes and 120 journals, supports the research and curricular needs of Art History, Art
Theory and Practice, and other arts and humanities departments. Collection strengths include 19th and 20th century western art and architectural serials. In
addition to art resources maintained in the reading room, encyclopedias, dictionaries and bibliographies are housed in the reference area of the main library.
Due to rarity or condition, some art material is housed in special collections.
Charles Deering Library at Northwestern University
OCLC Newsletter
