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A New Brand Day

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So at some point, blogging became like exercise to me.  It used to come easily because I did it regularly, and if I didn't do it regularly, I missed it terribly.  I hear that runners get like this...I wouldn't know.  Despite my hectic pace, it's more webscale than cardiovascular.  So, I'm trying once again to turn over a new leaf, looking for an equivalent to new year's day to start blogging again.  I figured that OCLC's introduction of a new brand is as good way to start as any.

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OCLC WorldShare

I won't bore any of you with what goes into a new name, a new brand.  Let's just say it's a lot more work than you might imagine.  And OCLC WorldShare is so much more than just a new cloud-based, cooperative library management service.  I've talked a lot about building webscale with libraries over the last few years.  OCLC WorldShare introduces three critical components of our strategy for truly cooperating at Webscale: WorldShare, our commitment to radical collaboration in library service delivery; OCLC WorldShare Platform, where libraries can collectively innovate library services; and the opening of new worldwide data centers that will support OCLC services globally.

Of vital importance to all of us at OCLC--and I think made clear in the introduction of WorldShare--is  the hand-in-hand nature in which it co-exists with WorldCat.  I still view WorldCat as the most compelling and distinguishing feature of the management services that our global team at OCLC has been building over the last four years.  It was nice to see that we are not alone in the assertion of WorldCat's place in the world of important databases.  It is truly an amazing database and a rich source of discovery.

Management Applications and The Platform

OCLC WorldShare Management Services replaces Web-scale Management Services, while giving comfort to the growing community that already affectionately refers to it as WMS. New services--from metadata management to resource sharing and consortial borrowing--will come together under this name.

WMS has served as an example of one of the most exciting developments at OCLC, the platform on which these applications are built and their associated Web Services are exposed and shared.   Libraries, developers, and 3rd parties will be able to innovate collectively on a provider-neutral platform--the OCLC WorldShare Platform.

We're taking our commitment to cooperative innovation very seriously.  The OCLC WorldShare platform is intended for the entire library ecosystem--from tech-savvy librarians to developers, from part-time coders to software engineers, from library automation start-ups to established vendors--and all for the benefit of libraries, especially those without the resources to create new services on their own.  In my opinion, this is webscale for systems librarianship.

A Pace even more hectic

By no stretch of the imagination can I claim product leadership for all things webscale at OCLC...I have six peers who lead product portfolios with equally lofty and ambitious goals and plans.  We work very collaboratively together and with the OCLC membership to ensure that our product paths have meaning to and impact on the library community.  But I will admit that building webscale with libraries and helping create a new brand have kept me busier than I expected, and too busy for this blog or even the occasional tweet. 

That said, I'm using the occasion of a new brand for OCLC to once again recommit to making Hectic Pace a place for discussion and announcements of import to technology in libraries.  I've used it selfishly over the last couple of years to talk about the work that I'm intimately involved with on a day-to-day basis.  I'm optimistic that the introduction of the OCLC WorldShare Platform, the growth of the WMS community, and other equally ambitious endeavors will provide even more opportunity to share and discuss what goes on in the world of library automation.  Let's keep learning.

I readily admit that no one ever called me "Pollyanna" until I came to OCLC. But I can be annoyingly optimistic about the future of library automation and OCLC's role in that future, so throw a little success our way and look out!  

A long time ago, my work nickname was "Mr. Crabby" (I still own the mrcrabby@hotmail account that I created as my dummy email address in 1995...don't expect replies, your messages will be buried amongst various political mailings, retail store sign-ups, and mountains of spam).  Later, I dubbed myself "the cynical optimist," a moniker that stuck for a while.  My default mode is usually that things are never so bad that they can't get worse.  

Then one of my colleagues started calling me "Smiley." I suspected this was a joke about the giddy-looking mugshot that accompanies this blog and many other website postings, but she pointed out to me that I was usually smiling even when the chips were down or the news bad.  Credit goes to Leonard Kniffel at ALA for picking that photo out a pile to use as my old column pic...he said the smile matched my enthusiasm for the profession. It's true that a smile (even a forced one) can get one through the tougher times.  

But every once in a while you have one of those weeks, fortnights, months, quarters, or years where you look back and say, "man, did all those great things really happen?"  I can't pinpoint when it started, but I think I'll start with the first (virtual) Web-scale Management Services community meeting.  As we ended our phase of early adoption in the U.S. and transitioned to a member-led community group, the excitement among the teams and the libraries was palpable.  The software was real.  The community was fully engaged and excited.  

Then every time I turned around, one of the early adopters was saying something nice about their transition to the cloud, to web scale, or to WMS.  For some libraries, WMS was a re-introduction to OCLC in general.  As much as I love a good product pitch, nothing warms my heart more than hearing actual users talk about WMS.  You can see a bunch of them on the OCLC Youtube channel.

Next, a (seemingly never-ending!) stream of presentations and talks went really well.  I really like talking to libraries about new ideas and solutions.  I used to call this "practical advocacy" and the raison d'ĂȘtre of systems librarianship. I never had much stomach for professorial sounding sophistry, long meetings designed to "admire the problem," and waterfall development strategies that resulted in a long slog toward a product that had lost its focus on the problem it was designed to solve.  I'm a "solutions now" kind of guy.  Anyway, meeting after meeting with libraries, partners, and third parties was affirming our strategic direction.  Affirmation of a good strategy is nice.

But no one simply wants their strategy admired, either.  Show me the true believers.  Then, wow, we reached a milestone in our early adopter phase for WMS with over 30 signed libraries in the U.S.  Fifteen of those libraries are already using the service in production!  Are we ready for general release on July 1?  You bet we are.  What could top that?  Well how about a first sale in Canada at The University of New Brunswick and our first sale in the Netherlands at Tilburg University! [Dutch news release].

Throw in the over 100 libraries in Norway who have committed to WMS and we're pushing 150 libraries in the rapidly growing community.  I tried to recall the last time that 150 libraries had committed to a brand new library management system in the first 10 months of its existence.  Somebody pinch me.

Of course, none of this would be possible without the best research, project management, product, development, implementation, training, customer support, systems, marketing, sales, communications, and corporate support teams on the planet.  Combine that team with an awesome group of libraries and you get happiness.  Seriously, these efforts are backed by a true underpinning of "fidelity to a worthy purpose"--fidelity in the sense of faithfulness to the project, but also in the stereophonic sense, a team that brings true balance to the sound we are creating.

Oh.  Did I mention my wife just got a new job, my daughter completed her first year of middle school on the honor roll, and my son's baseball team has an awesomely winning record?  Things are never so good that they can't just keep getting better.  Just call me "Smiley."

Put down that mouse and keyboard!  Twenty-first century, Web-based libray management services now means finding a whole new way to interact with library data and customers.  As the team at OCLC working on Web-scale Management Services has been hammering out new functional requirements, we've had a lot of leeway in breaking new ground.  But we've really been looking for a way to take the service beyond the obvious trends of electronic content management and mobile interfaces.  That's when one of our developers hooked up his XBox Kinect sensor to our development environment and the ideas started flying faster than we could implement them.

Web-scale Gesture-based Circulation.


I recently asked one of the developers how they got started.  "The easiest thing for us to do was introduce 'gesture-based' searching in the staff interface," said Kannan Seshadri, Release Manager for the product.  Usability testers had a blast finding titles on peace, prayer, and The Fonz.  Rock, paper, and scissors also became popular search terms, but nothing surpassed the number of searches for "birds" in WorldCat that day.

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Gesture search results for "birds."

"No one wants to stop at just searching," comments Product Manager, Jeff Schilling.  "Early adopters of the software have been flooding us with development ideas with gestures for 'angry patrons', circulation staff body movements for 'claims returned', and some of the most hilarious hand and body gestures for managing subject-based fund codes."


Directors and system administrators are loving this too.  We're looking to see if we can extend the functionality to not only recognize faces for the purpose of identity management, but also a way to accurately read facial expressions of the system administrators themselves so that they can rate library personnel as they are authorized to use the system.

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A clever library director stretches her budget with Web-scale Management Services.

We've identified a lot of green pasture in the development of these new web-based services, but nothing has been as exciting as defining a whole new way to interact with library data.  Be sure to send your ideas and gestures to pacea@oclc.org.

As much as I love ALA, I have to admit that I am not a big fan of holding it the first week of January.  I fretted too much and too often that it would dampen both my holiday spirit and my ALA spirit.  Alas, like Christmas for the Grinch, somehow or other ALA came just the same.  So time to get ready.

This year will be my first ALA in six years without a LITA Board meeting.  While liberating at first, I'm sure it will feel weird not to spend so much time with my LITA colleagues.  Be sure to check out the LITA event schedule.

Of course I will have a little more time to attend some OCLC events and meet with libraries who have signed up for the new Web-scale Management Services.  I'm happy to say that in the few short weeks since my year-end update, the number of libraries signed up for WMS has increased to 18 and there are 5 libraries using the services in production.  A few of them will be joining me on Sunday to talk about their experience.

Sunday, January 9, 4:00 - 5:30 pm
Hilton San Diego Bayfront, Sapphire Ballroom P 
Library Management Services in the Cloud: More Reality than Dream 
Join Andrew Pace and early members of the Web-scale Management Services user community as they share their progress to-date and the realized and potential impact to library staff and users.

To my chagrin, I realize that I am up against Ted Danson, but in my defense, I still have a little bit more hair, I am a librarian, and sometimes you just want to go where everyone knows your acronym.

I also recommend that you catch my colleagues Robin Murray and Kathryn Harnish as they present the larger fruits of some of the underlying work on WMS.

Saturday, January 8, 10:30 am - 12:00 pm
Hilton San Diego Bayfront Hotel, Aqua Room 314 
The Power of Data, Technology and Community: the OCLC Platform Strategy 
Speakers will discuss how the platform enables OCLC, libraries and other technology and industry partners to work together to meet local and global needs for streamlined workflows, improved decision-making, and ultimately exposing information about collections in new contexts.

Robin has a great post that just went up on the OCLC Cooperative blog that talks about some of this from a data perspective.

Of course, these are just two of a long list of OCLC-sponsored events at ALA. There are many more from which to choose!

Happy New Year, everyone.  I hope to see a lot of you in San Diego!

About the Author

Andrew K. Pace

I am Executive Director for Networked Library Services at OCLC. I am also a past President of LITA. On occasion, I am known for pontificating "on stage, in writing, and via the web" on a variety of issues important to libraries.

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