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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.

Year in Review

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I'm a deadline kind of guy.  I think it comes from writing for magazines.  I do much better (even at the last minute) if I know I have a deadline.  Frankly, it's one of the reasons I haven't been blogging as much as I used to.  When Hectic Pace was at American Libraries, they were smart enough to contractually obligate me to four posts per month.  I should have told OCLC that if they really wanted me to blog, they should have put it in my contract.

So my deadline for a year end review of activities is, naturally, the end of the year.  It's been a good one for the Networked Library Services product portfolio at OCLC.  And the excitement does not begin and end with WMS.  Well, maybe it does begin there.

After several months of testing with a half dozen pilot libraries, WMS launched to Early Adopters after ALA in June.  I'm happy to say that in that short time, seventeen libraries have already committed to be early adopters.  Four of them are already live and using the services in production.

Platform Services
With the new WMS technology stack comes the opportunity for the real fruits of a Service Oriented Architecture.  OCLC will be expanding the existing Developer Network by working with a few key WMS libraries in developing services on the new platform.  There is some very exciting work going on here.  Stay tuned.

The Developer Network site got a nice facelift this year.  The new Drupal site brings new content and functionality to the dedicated group of developers working with OCLC APIs.  The new deisgn was so popular that it became the basis for the Web-scale Management Services User Support Center.

WCA continues to provide libraries with valuable information about their own collections while also comparing holdings to WorldCat, peer libraries, and several authoratative lists.  Some new analysis tools are currently under investigation and should provide some promising opportunities for even better analytics, including new technologies, integration with library workflows, and clean new displays.  Again, stay tuned!

In the Summer of 2009, OCLC began working with a small handful of libraries to turn the most popular remote access tool for libraries into a hosted solution.  On December 2, OCLC announced the general release of the Hosted EZproxy service.  Several libraries are already signing up.  I don't like to quibble over superlatives like first, best, and biggest....oh who am I kidding...EZproxy is all three.


That's just a quick overview of a year that had a lot of activity.  I didn't even hit some of the enterprise level activities that go into supporting not only the products within my own product portfolio but several others as well--things like OCLC's new Identity Management (IDM) services, Service Configuration (for products like WorldCat Local and the OCLC knowledge base, and other products), and, of course, stats.oclc.org.  

Our team continues to grow, as does our commitment to the libary cooperative.  Membership involvement in the strategic direction, the development process, and product creation has been tremendously helpful and rewarding--from the pilots and early implementers to the focus groups, commentators, and everyone in between.  The validation we have received from libraries is the best reward.  Here's to even more fruitful and productive year in 2011.

Building Community

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On occasion, I still get asked, "Why did you go to OCLC?"  That combined with "What and Why is Web-scale Management Services?" comprise my top two FAQ.   In fact, I recently recorded an answer to the first two questions for inclusion on the OCLC Web scale site. (The third most-asked question is, of course, "Why Ohio?" but that is bit off-topic and a whole 'nother story).

Back to OCLC and Web Scale--every story has deeper roots than can be articulated in a 3 1/2 minute video.  Since I was a kid, I always liked taking things apart.  But I'm not much of a mechanic or an engineer, so putting things back together again was never my strong suit.  Software product management afforded better opportunities for putting things back together in new ways.  

As I've said before, library online catalogs were an easy place to start--with the bar so low, how could a library or service provider fail to improve the state of the art?  Library management  systems, though, present a tougher challenge.  Replicating existing workflows and functionality in a new technology stack would not suffice--libraries need (deserve!) a more meaningful sea change.  So anyone can dismantle a library resource management system, but few could put one back together in a way that introduces efficiencies, reduces total cost of technology ownership, and opens up the doors to a robust developer community.

I came to OCLC because it had three things no one else did in combination--WorldCat, a proven track-record of scalable and cloud-based services (before "the cloud" we just called it "the network"), and the biggest community of libraries in the world.  Data, technology, and community--the perfect combination for defining a new future in library automation.

But it's the community I love the most and it's the part in which I see the most value.  And I'm thrilled by three fantastic community activities in which OCLC is involved coming to fruition all in one month.

First, the launch of a new website for the OCLC Developer Network.  Karen Coombs and many, many others have been working feverishly to put up this new Drupal site for support of the Developer Network.  I encourage folks to register at the site.

Second, it's always good for the left hand and the right hand to be in synch...getting four hands in synch is a remarkable success.  I was very excited this week to see the coordination of an effort between the DLF ILS-DI task force, the eXtenisble Catalog (XC) developer group, the OCLC Developer Network, and the product developers of the Web-scale Management Services software.  OCLC will contribute an implementation of version 2.0 of the NCIP standard, derived from the OCLC Web-scale Management Services codebase, to the eXtensible Catalog's open-source NCIP Toolkit. I for one hope that this will give interop developers a leg-up on implementation of the new version of the standard.

Finally, every community starts with a first member.  The WMS project that is a large part of my work here at OCLC has been blessed by the contributions of its advisors, pilot testers, and dozens of people at OCLC who have been part of this important development effort. Nevertheless, someone from that community will stand out.  Forgive the undeserved and arguably blasphemous ecclesiastical spin on software development, but I still love the quote: "Everyone wants to go to heaven, but no one wants to go first."  So huge thanks to the University of Tennessee Chattanooga for going live with WMS. As their semester starts, they are very, very close to one of the fastest migrations that I have ever witnessed for a library of their size and scope.

I see the beginnings of a wonderful pioneer community that will grow larger and larger, harnessing the collective innovation of that much larger library, service provider, and user community of which OCLC is a part.  I will resist the urge to go crazy with this metaphor.  Suffice it to say that I am very excited to see the beginning of something new.

Global Web Scale

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I just got back from the first ever OCLC EMEA Regional Council meeting in The Netherlands.  Much has been written and discussed regarding OCLC's governance changes, but that is not really what I wanted to address.  This meeting was the best I have ever seen for non-US participants and members for OCLC.  And I'm not just saying that because OCLC's Web-scale strategy was a central part of the discussion.  OK, that is why I'm saying it.

"EMEA"--Europe, Middle East, and Africa--is completely an American invention, used to simplify business dealings across an entire region.  OCLC certainly didn't invent it, but I think one must get past the over-simplification and conflation quickly in order to take a productive approach to such a large and diverse region.  The same could be said for that other conflation--Asia-Pacific (APAC).  

Even I am guilty of trying to simplify the diversity of the area, thinking primarily of the three places in the OCLC family I have visited--the UK, Germany, and The Netherlands.  But the meeting I just returned from had representatives from 24 countries.  Talk about scale!  This whole meeting was adroitly managed my EMEA's Regional Council Chair, Berndt Dugall.  He deserves a great deal of credit for cajoling, inspiring, and amusing the diverse attendees of the meeting.

I had the good fortune to present a workshop before the general meeting started, focusing on Web-scale Management Services and our plans to make it a global management solution for libraries.  My good friend and colleague, Norbert Weinberger, co-presented with me, helping to put the strategy into an EMEA context, primarily focusing on the fact that so many European libraries are already consumers of OCLC management system application, such as OLIB, LBS, Sunrise, and CBS.  It was a fun presentation and created a lot of interesting discussion amongst a group of about 70 participants.

Later that evening, I got to see my good friends from the Shanachie Tour give an entertaining presentation to the crowd.  This was satisfactorily punctuated by an impromptu on-camera interview of my boss, Robin Murray and several others in the audience.

The following day, we got to see a keyote from Jan Alerman, CEO of Servoy, a cloud computing company.  Alerman talked about the benefits and risks of cloud computing solutions.  OCLC's Matt Goldner gave a presentation on the general OCLC Web-scale strategy, and Jay Jordan addressed the crowd before I had one last chance to address the gathered EMEA members.

My colleagues George Needham and Karen Calhoun joined me and had much more interesting things to address regarding the OCLC Social Contract and Record Use Policy (I was happy to cede the balance of my time to their weighty topics).  But I had one last chance to summarize the impact of the previous few days.  Here is a rehash of what I called my EMEA Regional Council take-aways:

Cloud Computing is here to stay.  We can refine it's definitions, place it in historical context, and argue of libraries' place in the Cloud, but there is no stopping it.

Web Scale is vital in order for libraries to sustain their relevance and to create value for their staff and users.

We are technically, politically, legally, and emotionally ready to move management and end-user services to Web Scale.

The paradoxical challenge of Web-scale Management is how to effectively establish a platform on which libraries can do everything they're used to doing, while simultaneously building that platform so that libraries can change the way they do things, continually innovating to address the changing nature of their collections and the shifting expectations of their users.

This last part brings me to my biggest take-away, which we heard loud and clear from Erik and Jaap, the Shanachies.  In the end, our greatest strength is people.

I am sincere in my belief that OCLC is uniquely positioned to provide Web-scale services to its members and their end users, but more than that, we are obliged to do so.  But as Berndt pointed out so poignantly, OCLC needs libraries as much as libraries need OCLC.  It's through this symbiotic relationship that we can harness the collective innovation necessary to make library management and end-user platforms more than the sum of their parts.

Well, there you have it.  A great meeting, a great step forward for OCLC's members outside of the Americas, and a meeting which increased my convictions ten-fold.  Not a bad way to spend the week.

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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