Posts Tagged ‘OCLC’

Smoke and mirrors, or good intentions?

Friday, February 20th, 2009

Update: Karen’s presentation has now been made available.

Yesterday, despite the best intentions of Worst Great Western, I travelled to the British Library in London to hear Karen Calhoun, Vice President WorldCat and Metadata Services at OCLC presenting on Working collectively – the way forward in an academic environment (not available online as far as I can tell).

While Karen’s presentation was interesting it was, inevitably, mainly a sales-pitch for WorldCat, OCLC’s global-scale union catalogue of bibliographic records. Based on a fee-paying, membership business model, WorldCat provides value to member libraries mainly through the economy of scale to be derived from processing such data centrally, and through the expectation that concentration, as Lorcan Dempsey has characterised it, will provide greater traction on the Web and, consequently, more discovery and use. Karen used an array of metaphors to convey this idea: WorldCat was variously described as a ’switch’ (as opposed to a ‘destination’), a bicycle wheel, and (bafflingly) a funnel.

I get the ’switch’ idea, although I’m not sure that I entirely buy into it. WorldCat is positioned as a service which switches the user from a generic search engine (where they begin their typical enquiry) to the member library system. OCLC are clear that they do not intend WorldCat to be the destination site. From a systems architecture perspective, I recognise the value in this. What I don’t yet see is the business model.

A little over a year ago, Richard Wallis commented:

OCLC are trapped in an increasingly inappropriate business model. A model based upon the value in the creation and control of data. Increasingly, in this interconnected world, the value is in making data openly available and building services upon it. When people get charged for one thing, but gain value from another, they will become increasingly uncomfortable with the old status quo.

Now Richard is employed by Talis, who might be considered to be competing with OCLC to some extent in the library domain. And, it has to be said, there are some of us who aren’t entirely convinced that Talis will be able to build a viable business out of their undeniably interesting Talis Platform initiative.

Karen, in her presentation offered a rebuttal to Richard’s comment, which led to more about the ’switch’ idea. During the Q&A at yesterday’s event I suggested that I didn’t feel that Richard’s comment had been answered. Again, invoking the benefits of concentration, Karen suggested that if all the world’s libraries made a record about every single copy of every book available as a URI on the Web then this would present scaling problems which even Google would balk at. I’m afraid I just can’t believe that this is problem of scale. It has also been suggested to me that concentration is necessary to allow the user to cope with the massive amounts of potential duplication – i.e. if I search for a book on a search engine like Google then I want one or two results, not one result for every copy in every library. Well, I think there are other strategies for dealing with this issue. Personalisation is one. Google seem to agree anyhow.

Recently, OCLC became embroiled in a controversy surrounding changes it made to its Policy for Use and Transfer of WorldCat® Records. (See also an FAQ). I won’t revisit the arguments here – there was significant commentary criticising the changes (e.g 1 2 3 4 5) and a response from Karen Calhoun: essentially the concerns revolved around the perception that OCLC was seeking to reduce the control which member libraries can exert over the use of the data which they have contributed. OCLC withdrew the changed policy shortly afterwards and have launched a process for engaging the community in reviewing its policy.

In the course of the presentation yesterday, I was very struck by the similarities between this situation and that of Facebook’s recent attempt to change its terms of use. Both OCLC and Facebook:

  • tried to introduce these changes quietly
  • were hauled up immediately by an outcry from users and others in the general domain, especially in the blogosphere
  • quickly withdrew the changes
  • have engaged with the community directly in an attempt to create a mutually acceptable arrangement

They have other things in common. Both require what is, in its broadest sense, a monopoly, to be useful. Facebook is a walled garden, while WorldCat is certainly more open, but both need to be the dominant player or their value-proposition of concentration just doesn’t work. And I was fascinated to hear Karen talk about the community using norms, or socially-enforced rules. Recently, Mark Zuckerberg of Facebook has started to talk about ‘philosophy’ in a similar vein.

It seems to me that both OCLC/WorldCat and Facebook are trying to figure out how to make the best use of their position. One is driven by the search for profit, the other by delivering the best value to fee-paying members. Both have a monopoly of sorts, and both are seeking to exploit the Web, albeit in very different ways. They have custody of a huge amount of content, which has potential value but which is also an expensive burden. Because of their dominant position they are generally the first to expose some of the absurdities in user-expectations (witness the widespread belief by users of Facebook that they could really ‘delete’ their content from a distributed system), but they are also under constant, close scrutiny, which is A Good Thing.

I’m grateful to Karen for her clear presentation yesterday, and for her part in this process. When I put the comparison to Facebook to her yesterday, she didn’t recoil from this as she might have done. I think there has been a significant advance in recent months, in that communities are beginning to glimpse the complexities behind what were imagined to be more simple issues of rights, ownership and control. Both OCLC and Facebook have responded gracefully to having been called out by their respective communities and, crucially, have invited those communities to participate in solving the knotty problem of reconciling the desire for useful services with the expectations of ownership and control.

Library hackers FTW

Friday, November 28th, 2008

Yesterday I went along to Mashed Library UK 2008 in London. Quickly abbreviated to ‘mashlib’, the event was the brain-child of Owen Stephens. Owen did most of the organising, aided by David Flanders who provided the space at BirkBeck college, and our excellent events team at UKOLN. The event was sponsored by UKOLN, using funding from the JISC.

I thought the balance of activities on the day was excellent – a healthy mixture of short presentations, demonstrations and a good amount of hands-on hacking. The group was comprised of commercial vendors (Talis, ExLibris, OCLC), academic-library folk (the majority), a lone representative from the public library world (Paul Bevan for the National Library of Wales), and a few developers from various (mostly JISC-funded) services.

Rob Styles from Talis gave us a demo of the Talis Platform. There is an open API which you can play with – it’s quite impressive. I was very struck by some of the language Rob used in his demo – he talked about dipping, where a result-set from a query (in RSS 1.0 format) is “dipped into” another – with the original data-set accreting more infromation from the second. (Jim Downing and I had an interesting chat about this over lunch, with Jim proposing that we could visualise data-sets as molecules – having a certain shape which allows them to bond with other molecules which have a complementary shape). Rob also talked about mixing in in a smiler vein. The Talis Platform APIs appear to be quite RESTful, with a good deal of passing URLs around rather than result-sets. I plan to have a closer look at this.

Timm-Martin Siewert spoke next about the ExLibris Open Platform. I did get a URL for this but it takes me to a page whcih challenges me for a username and password which I do not have. The Open Platform is , apparently, open to paying customers only. Edward Corrado suggested via a tweet that:

I think they mean open in the sense of the open systems movement of about 20 years ago

Next up was Mark Alcock, standing in for Tim McCormick and representing OCLC, to talk about the WorldCat Developer Network. Mark came armed with a bunch of limited life API keys, so that people could try out some of the WorldCat services. OCLC appear to be offering a spectrum of services, from the commercial pay-for-use variety, to the ‘affiliate’ model – i.e. form a business partnership with us and use our services, to some free services. I’m interested in several of the WorldCat services but am wary of getting too fond of something I cannot, in the end, afford to use. Unfortunately, I did not get time on the day to make use of Mark’s API keys.

I noted that the three vendors represented seem to be spaced evenly along a spectrum of openness, with Talis at the ‘very open’ end of the spectrum, ExLibris at the ‘closed’ end, and OCLC (specifically WorldCat) somewhere in between. I can’t yet see how Talis are going to monetise the completely open model, and I think ExLibris will certainly need to open up somewhat. Perhaps OCLC have hit a sweet-spot of openness? I really don’t know enough about these services in detail, but I noticed some comments from Dorothea Salo which are somewhat critical about the business model behind WorldCat.

Ashley Sanders followed, with a quick description of an Atom (APP) based object store he is developing as part of his work extending the COPAC service. I’m following COPAC developments with interest – I’m very much in favour of the general direction they seem to be taking (I recently blogged about one aspect of this).

Tony Hirst, mashup maestro, gave a tour-de-force demonstration of using Yahoo Pipes and Google Spreadsheets as mashup tools. This went down very well with the technically-minded-but-mostly-not-developers group – especially Yahoo Pipes. I gave a presentation at the Shock of the Social in March 07 where I remarked that the potential of Yahoo Pipes was to do for web development what the spreadsheet did for non-web development before it (Microsoft Excel has been described as the most widely used Integrated Development Environment). Tony showed us how the spreadsheet is certainly relevant in a web-mashup world with his demonstrations of using Google Spreadsheets to mashup data-feeds.

Later on, after lunch, the group got down to some general hackery. On Twitter, Chris Awre (who wasn’t at the event but had been following comments on Twitter) remarked:

Silence from #mashlib08 this afternoon. The mashing must be going well…

And he was right! There was a fair stream of Twitter commentary in the morning – but it dried up as people got absorbed in hacking code and testing interfaces. I saw people exploring the Talis Platform and, in particular, Yahoo Pipes. I expect there will be some blogging about this activity – look out for the official tag:

mashlib08

Andrew McGregor of JISC has already written up his experience of this , as has Jo Alcock – I think these posts describes representative experiences of the event.

Paul Bevan rounded off proceedings with a view from public libraries – the National Library of Wales to be precise. I learned a lot from this presentation about the unique challenges facing the public non-academic sector.

I thoroughly enjoyed the day – kudos to Owen for getting the right balance of people, subjects and activities. There was a ‘buzz’ generated as the day went on which was excellent. I have been to a fair number of ‘hacker’ events where the emphasis is on the tools and the running code – I generally enjoy this kind of thing. But mashlib08 was different – what was really good about this day was that the enthusiasm came from doing stuff with information, more than from the actual development.

I think Tony Hirst deserves a special tip o’ the hat for firing up a real enthusiasm for mashups on the day.

We should definitely do this again!