Final Call for OCLC SIG Convener(s) and Nadine’s Farewell Post

May 19th, 2011

Hi Everyone!

It has been 3 years since I have taken on this assignment of OCLC SIG Convener and general representative for OCLC and the Technical Services Section of MLA. This all took place as part of the transition from the dissolution of the Health Sciences OCLC Users Group more than three years ago. It is not mandatory that MLA have this SIG or representative, so, if the Technical Services Section decides this is no longer needed, actions can be taken to discontinue the OCLC SIG and accompanying Blog.

I sent out a call for potential OCLC SIG Convener replacements back in February 2011, but did not hear from anyone, so I am sending out one more call to see if there is any interest in this volunteer and service opportunity. Ideally it would be good to have two people, so that this burden can be equally shared. Jerry Perry, incoming MLA President, at the end of his inaugural address emphasized being a clutch player (one who makes things happen) and being a volunteer. Consider this opportunity to give back and make good and effective changes!

We had a nice turn out Sunday morning for our Technical Services Section Meeting which also combined the OCLC SIG Meeting. We talked about using WorldCat as your OPAC and WorldCat collection sets for loading bibliographic records.

The OCLC SIG Attendees were: Melissa Nasea, Hanna Kwasik, Suzanne Nagy, Chamya Kincy, Martha Thayer, Caroline Harzewski, Michael Wood, and Amy Faltinek.

I am thankful for these past three years of leading the OCLC SIG and getting this Blog created! It was a great way to keep vigilant on the activities and initiatives of OCLC.

So, if you have any interest in continuing this effort and serving the Technical Services Section of MLA. Please contact me at

Posted by: Nadine Ellero


April 11th, 2011

Today was the first day of the 3 day meeting. I am attending this virtually and will write brief summaries of the sessions that I am able to attend. These are open to everyone, so feel free to jump in tomorrow or Wednesday if you find a topic of interest to you. You can click on, to attend. Copied after my brief summaries is the full agenda.

The minutes will be archived and available at:

Jennifer Younger, Global Council President, described OCLC’s the Council’s vision and gave an over view of the current status of the OCLC Records Use Policy and said that Step 5, “Disupted Uses” is to be further developed.  She emphasized ehancing the quality of WorldCat and the mission of problem solving in a cooperative.

Robin Murray, OCLC VP for Global Product Development described the vision of “Collaboratively Building Web-scale with Libraries.”  He defined the differences between web-scale (aggregating data, communities, and infrastructures) with cloud computing (which is mostly about delivering IT in an enlarged and elastic way).  Murray explained how OCLC is providing a platform for web services where there is a single point for sharing and building varoius library applications (apps).

Kathryn Harnish, OCLC Senior Product Manager, described more specifics with the how of OCLC Web services and the sponsoring of “hackathons” and “mashathons. OCLC provides a Developer Network Website to foster collaboration and the collection of various apps. OCLC hopes in the future to create a more formal infrastructure and a consistent way to expose and share innovations in a more “organic way.”

Bill Maes and Robin Green addressed the communication pathways  of the Global Council and other members and associated parties.  They posed questions concerning the best way to increase collaboration and become a global force.

[Note:  I missed Johm Helmer's "Cost Sharing Models Task Force Update and Discussion]

Rick Schwieterman, OCLC Executive VP and CFO, discussed the financial implications of OCLC’s tax exempt status in the United States and the gains and savings that libraries have realized as the financial model went from transactional based to subscritpion based pricing.  It was interesting to see on one of his charts that metadata earnings have been a large piece of the finanial pie (41.8% in FY 2005 and 44.6% in FY11).  Schwieterman presented several graphs showing OCLC’s consolidated activities (e.g. revenues, operating results, investment activities, etc) which have been mostly decreasing and most operations have been at a break even level.  One of the last charts showed OCLC Credits increasing and this is a way for libraries to gain back some of their OCLC payments. In FY10, Cataloging Credits were almost 7 million.

Kendall Wiggin gave an overview of OCLC’s public purpose and pro bono activites, making the case that there are not many true pro bono activities like in the legal and medical professions.  Wiggin’s referred to the website that describes the full public purpose of OCLC; and commented that a definitinon is needed for “audience” and “purpose.”


All times are listed in U.S. Eastern Time.

Monday, 11 April 2011

8:30–8:45a.m.   Welcome & Introductions – Jennifer Younger, President, OCLC Global Council
Global Council President’s Report – Jennifer Younger, President
Global Council Nominating Committee Report – Janet Copsey, Chair
8:45–9:30a.m.   Collaboratively Building Web-scale with Libraries – Robin Murray, VP Global Product
9:30–10:00a.m.   What’s It All About? OCLC Web Services, Developers Network and the Application Gallery: Their Contribution to the Cooperative – Kathryn Harnish, Senior Product Manager
10:00–11:00a.m.   Break
11:00–11:30a.m.   Ensuring Robust Communications and Member Engagement for the OCLC Cooperative – Bill Maes, University Librarian, Dalhousie University; and Robin Green, Deputy Librarian, University of Warwick, Co-Chairs, GC Communications Task Force
11:30a.m.–1:30p.m.   Break
1:30–2:30p.m.   Cost Sharing Models Task Force Update and Discussion – John Helmer, Executive Director, Orbis Cascade Alliance and Chair of the Cost Sharing Models Task Force
2:30–3:00p.m.   Break
3:00–3:30p.m.   Financial Q&A with Rick Schwieterman, Executive VP and CFO
3:30–4:15p.m.   OCLC’s Public Purpose and Pro Bono Activities – Kendall Wiggin, State Librarian, Connecticut State Library

Tuesday, 12 April 2011

8:30–9:15a.m.   OCLC’s President Report and Discussion – Jay Jordan, President and CEO
•    How will the strategic directions and goals enhance OCLC’s ability to carry out its public purpose of furthering access to the world’s information and reducing the rate of rise of per-unit costs? 
•    What are the most challenging issues?
•    Questions from Delegates
9:15–10:00a.m.   Board Report and Discussion – Larry Alford, Chair, Board of Trustees
•   What are the most challenging issues today? In three years?
•    Questions from Delegates
10:00–10:30a.m.   Break
10:30–11:15a.m.   Europeana: Think Culture! – Elisabeth Niggemann, Director General, Deutsche Nationalbibliothek and Member, OCLC Board of Trustees
11:15–Noon   Linked Data and Open Data Licensing – George Buzash, Attorney, OCLC Legal Department; Karen Calhoun, VP Metadata, OCLC; and Gordon Dunsire, Member, W3C Library Linked Data Incubator Group (LLD XG)
Noon–1:15p.m.   Break
1:15–2:15p.m.   Archives – Dennis Meissner, Head of Collections Management, Minnesota Historical Society, St. Paul, Minnesota
2:15–3:00p.m.   Research Data Management and Linked Data Initiatives
•   OPEN Biz – Simon Bains, Head of Digital Library, University of Edinburgh, Scotland
•    The Australian National Data Service – Vic Elliott, Director, Scholarly Information Services & University Librarian, The Australian National University
3:00–3:30p.m.   Break
3:30–4:15p.m.   Membership Strategies and Successes in the Regional Councils – Updates from Regional Chairs: Asia Pacific, EMEARC and the Americas Regional Council
4:15–4:45p.m.   WorldCat in the Global Information Space: The National Library of Australia/OCLC Partnership – Warwick Cathro, Assistant Director-General, Resource Sharing and Innovation, National Library of Australia
4:45–5:00p.m.   Presentations by Global Council Vice-President Candidates – Janet Copsey, University Librarian, University of Auckland and Nominating Committee Chair

Wednesday, 13 April 2011

8:30–9:30a.m.   WorldCat in the Global Information Space: Issues and Priorities in Enhancing WorldCat Quality – Berndt Dugall, Direktor/Librarian, Universität Frankfurt; and Karen Calhoun, VP Metadata Applications, OCLC
9:30–10:00a.m.   Assessing the New Governance Structure – Vic Elliott, Moderator
10:00–10:30a.m.   Break
10:30–11:20a.m.   Global Council Business Meeting
•    Announcement of Global Council election results – Janet Copsey, Chair, Nominating Committee
•    Discussion and vote on Guidelines for Contributions to WorldCat – Henriette de Kok, MPM, Public Library, Bibliotheek Midden-Brabant, The Netherlands; Carol Pitts Diedrichs, Director of University Libraries and Professor, The Ohio State University; and Glenn Patton, Director, WorldCat Quality Management, OCLC 
•    Report from Membership Committee. Discussion and vote on endorsement of procedures for handling unresolved cases of disputed use of data extracted from WorldCat – OCLC Membership Committee: Wilbur Stolt, Director of Libraries, University of North Dakota; Poul Erlandsen, Head of Section, The Royal Library – CULIS, Denmark; and Bruce Newell, Member, Board of Trustees
•    Factors involved in setting Global Council meeting dates and locations 2012 – 2014
•    Announcement of Global Council Virtual meeting June 2011
11:20–11:30a.m.   Recognition of Departing Delegates – Jennifer Younger and Jay Jordan

Virtual Authority File (VIAF)

March 15th, 2011

Cynthia Whitacre (Manager, WorldCat Quality & Partner Content Dept.) sent a message to OCLC-CAT regarding a Tim Spalding post. If you are interested in this topic, copied below is her message:

From: OCLC-Cataloging [mailto:OCLC-CAT@OCLC.ORG] On Behalf Of Whitacre,Cynthia
Sent: Monday, March 14, 2011 1:08 PM
Subject: [OCLC-CAT] VIAF

Dear OCLC-CAT colleagues,


Some of you may have seen Tim Spalding’s post containing information about VIAF (the Virtual International Authority File):  it can be found at


Thom Hickey, a member of the VIAF team, posted the following comment on the blog in response to Tim Spalding’s post:


VIAF is a project led by LC, the French and German national libraries and OCLC. There are no restrictions on its use. Dumps of the complete file are available, but need the approval of the project leaders.


VIAF is not designed to replace the LC/NACO authority file, but rather is built from it and a number of similar files.

Probably the closest URI for LCCN no2010139263 in VIAF is|no2010139263 which redirects to


For many years OCLC Research has maintained a copy of the LC/NACO file in lieu of LC putting it up. See, e.g.


For further information about VIAF please refer to:

See also this article from September 2009 in NextSpace, the OCLC Newsletter:


Cynthia M. Whitacre

Manager, WorldCat Quality & Partner Content Dept.


800-848-5878, ext. 6183

OCLC to Hold Prices Flat for FY 2012

February 17th, 2011

Here is some very good news for our budgets.  Read more at:

Submitted by: Nadine P. Ellero

Karen Coyle’s Commentary on SkyRiver’s February 2011 Reply to OCLC

February 10th, 2011

In case you are interested and trying to follow this ongoing legal dispute, Karen has some interesting comments at: and she has a link to the pdf of this reply which is: for your quick access. This February SkyRiver reply is to OCLC’s December 13, 2010 reply and that pdf is at:

Happy Reading!

Submitted by: Nadine P. Ellero

Is OCLC Calling You?

February 4th, 2011

It is hard to believe that in May 2011, it will have been 3 years that I have served as the Allied Representative from MLA to OCLC.  It has been both challenging and fun to keep up with the major iniatives, programs, and products that OCLC creates and maintains. 

During this time OCLC has been and is working on organizational structural changes that continue to include growing global perspectives and participation.  Participation is highly encouraged on an individual level as well and is something that OCLC wants to promote and hopes will become a thriving way to participate in the cooperative.  This participation and communication is crucial as our library digital climate takes on the hard work of implmenting RDA, FRBR (whose principles are the foundation of RDA), and other varied types of linked data and systems.

This is not my farewell message, but a probe, before I actually take leave of this position, to see if there is anyone who would like to take on the position of OCLC representative and/or SIG convener.  While there is no travel money, there is plenty of organizational and personal growth in keeping up with OCLC products and services and a way to serve the profession by offering suggestions to OCLC and being a conduit of synthesized information to the MLA/TSS membership. And if you ever wanted to learn to blog or already enjoy blogging, here is your chance to begin or continue blogging via the OCLC SIG Blog.  The SIG part of the OCLC Representative duties is a shared responsibility with the person who is appointed as the OCLC SIG convener.  For the past 3 years, I have done both positions, but, ideally it better to have an additional person so that there would be at least two people adding content to and updating this blog and holding sessions at the Annual Meeting of the Medical Library Association.

So, for those of you who work closely with OCLC whether via Connexion with cataloging or ILLIAD for interlibrary loaning, I ask you to take some time to consider one or both of these opportunities for service to your profession!

If you have any questions, please don’t hesitate to contact me at

Thanks! Nadine

Submitted by: Nadine P. Ellero

HathiTrust & OCLC WorldCat Local Prototype

January 21st, 2011

From a recent OCLC Press Release:

OCLC and the HathiTrust Digital Library have developed a unique WorldCat Local user interface for discovery of items accessible through the HathiTrust Digital Library. Available at, the WorldCat Local prototype for the HathiTrust Digital Library was designed and implemented by both organizations in close cooperation as a means to further develop a shared digital library infrastructure. The WorldCat Local interface for the HathiTrust Digital Library is based on the WorldCat database, and will run along with the current HathiTrust catalog during the prototype testing period.

As a digital repository for the nation’s great research libraries, the HathiTrust Digital Library brings together the massive digitized collections of partner institutions. HathiTrust offers libraries a means to archive and provide access to their digital content, whether scanned volumes, special collections, or born-digital materials. The representation of these resources in digital form offers expanded opportunities for innovative use in research, teaching and learning.

OCLC and HathiTrust have been working together to increase online visibility and accessibility of the digital collections by creating WorldCat records describing the content and linking to the collections via and WorldCat Local. The creation of the unique public interface through WorldCat Local is the next step to offer enhanced access to this vital collection.

HathiTrust Digital Library records are discoverable through the separate WorldCat Local interface, as well as through OCLC and HathiTrust are seeking feedback from users of the new HathiTrust public interface through WorldCat Local. Feedback from the user community and usability assessments will inform future development of the HathiTrust Digital Library catalog.”

Learn more about the WorldCat Local prototype for HathiTrust Digital Library »

Submitted by: Nadine P. Ellero

OCLC STATS – FY 2009/2010 and Annual Report

January 13th, 2011

I thought that some of you might be interested in knowing the following overview Vital Statistics for OCLC this past fiscal year.

** Member libraries added 389.3 million items to WorldCat via online (realtime) and batchload processes.
** Member libraries added 57.8 million records to the WorldCat database.
** Member libraries conducted 10.2 million ILLiad transactions.
** Member libraries added approximately 1 million records to WorldCat for digital objects managed by CONTENTdm (repository software for storage, management and delivery).

Total number of member libraries was: 26,704
WorldCat database was started in 1971 with a huge multi-lingual growth since 1998.
Physical holdings=197 million titles/1.61 billion holdings
Licensed holdings=446 million titles

For more details see the annual report at:

I have also added a link for the annual reports on the right navigation bar, under “OCLC.”

Submitted by: Nadine P. Ellero

OCLC Americas Regional Council Member Meeting January 7, 2011

January 7th, 2011

Today the OCLC Americas Regional Council Members meeting has been taking place and I have been able to dip in and out of it . Later today and tomorrow  the OCLC symposia will take place.

Hopefully these presentations will be archived at:, however as of this witing the 2011 place holder is not present. 

Some general highlights from this morning/early afternoon are:

** OCLC wants to ehance the user experience by adding more features, more links, cleaner displays, and continued de-dupping and FRBRization. Karen Calhoun reported that the DDR (Duplicate Detection & Resolution) program worked on 5.1 million records from January-September 2010.  This program runs continually and works on monographic and well as article level records added to WorldCat.

** OCLC wants to develop better communcation and more member engagement.  For this morning’s session there were 139 members who logged in virtually! 

** Karen Calhoun mentioned a new in-development program named, “GLIMIR,” which stands for Global Library Manifestation Identifier that aims to improve displays in WorldCat, ehance record matching algorithms, allow separate records to exist, and create consolidation of holdings based on the FRBR model. More covers for books and for music will be added as well.

** John Helmer, whose presentation I missed quite a bit of, reported on the Cost Sharing  Models Task Force.  To date there is nothing definite, but the aim is to develop a differential pricing model that will enable libraries to get what they need at a fair cost. So stay tuned on this in the coming year…

Happy New Year too!

Submitted by:  Nadine P. Ellero at 3:22 pm EST

OCLC Files Motion to Dismiss Case

December 14th, 2010

In case you did not see this email post, I am posting it here for you all to read. The actual brief is available at:

I have read through the document and there are quite a few interesting points that are brought out and I highly encourage you to read it, if you are interested in the details. Since I do not have a legal background, I am not going to make any specific commentary…other than to point out the following, which is at the core of this case:

Justice Breyer explained: “Anticompetitive . . . has a special meaning: it refers not to actions that merely injure individual competitors, but rather to actions that harm the competitive process . . . a process that aims to bring consumers the benefits of lower prices, better products, and more efficient production methods.” (p.13)


From: OCLC Member Update []
Sent: Monday, December 13, 2010 7:14 PM
To: Ellero, Nadine (npe6f)
Subject: OCLC files motion to dismiss case



December 13, 2010



OCLC files motion to dismiss case

OCLC has filed a motion in the United States District Court for the Southern
Districtof Ohio to dismiss a lawsuit filed by SkyRiver Technology Solutions and
InnovativeInterfaces, Inc. against OCLC alleging anticompetitive practices.

Jay Jordan, OCLC President and CEO, provides the following update to OCLC
members on the motion to dismiss:

“On July 28, 2010, SkyRiver Technology Solutions and Innovative Interfaces, Inc.
filed suit against OCLC alleging anticompetitive practices. We at OCLC believe the
lawsuit is without merit. We believe this action is an attempt by SkyRiver and
Innovative Interfaces to distract the Cooperative from advancing services and
programs vital to our public purpose. We have not been, nor will we be distracted
from our efforts to maintain and enhance our existing services, pursue an
ambitious agenda in library research and advocacy, and introduce new
Web-scale services for our members.

Unfortunately, the legal action initiated by SkyRiver and Innovative Interfaces
may prove to be a very lengthy and highly technical legal process. We want to
update you on the important steps we are taking to bring this regrettable action
to a swift conclusion.

Our legal counsel is managing the litigation under the timelines set forth by the
courts. Be assured that we also are doing everything we can to minimize the cost
associated with defending the Cooperative against this action. We filed a motion to
change the venue of the lawsuit from California to Ohio where the cost of litigation
would be substantially less expensive for the Cooperative. The motion was granted
to move the case to the United States District Court for the Southern District of
Ohioon October 28.

Today, under the calendar set out by the Southern District of Ohio Court, we are
filing a motion to dismiss the complaint by SkyRiver and Innovative Interfaces in
its entirety. A motion to dismiss a claim in an antitrust litigation must be argued
on the legal merits, and must accept as if true, the specific allegations of the case.
OCLC will ask the court to dismiss the litigation because SkyRiver and Innovative
Interfaces have failed to meet the legal threshold requirements necessary to
proceed with an antitrust case.

While OCLC firmly asserts that the accusations against the Cooperative are not
accurate, a motion to dismiss looks only at the allegations made by SkyRiver and
Innovative Interfaces without questioning whether those allegations are true. As
required by the rules of legal procedure, OCLC will address all six claims and will
assert that “even if” the false allegations brought forth by SkyRiver and
InnovativeInterfaces were true, the claims themselves are insufficient to meet
the legalrequirements established by the U.S. courts for bringing an antitrust
claim. It isimportant to bear these requirements in mind as you review the
brief and itsdiscussion of the accusations. The brief is available for members to
review onthe OCLC Web site.

We anticipate that this motion will be considered by the court in February 2011.
We will continue to keep you up to date. And as always, OCLC’s public purposes of
furthering access to the world’s information and reducing the rate of rise of library
costs remain our focus.”

Jay Jordan
OCLC President and CEO

 Submitted by: Nadine P. Ellero