1. TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

2. TE PUNA SERVICES sharing cataloguing, interloan and search tools Agenda Introducing Te Puna Services Te Puna Pricing Te Puna Benefits Maximising Te Puna Value Programme Update

3. TE PUNA SERVICES sharing cataloguing, interloan and search tools Te Puna Services built around the National Union Catalogue An early partnership Created between the Libraries of NZ and National Library seeking efficiencies and cost savings Genesis in the 1940’s Resource Sharing Services included –A national lending and reference collection –A national request and information service –A clearing house for interloan

4. TE PUNA SERVICES sharing cataloguing, interloan and search tools Te Puna – A partnership Te Puna: Partnering between New Zealand libraries for cost effective systems delivering quality services to our customers Libraries of New Zealand Te Puna Strategic Advisory Committee (TPSAC)

5. Te Puna: Components of Te Puna Services OCLC cataloguing tools Te Puna Interloan and IBS OCLC Registry Te Puna cataloguing tools Te Puna support & training Te Puna SchoolsCat OCLC WorldCat NZ Libraries Catalogue National Union Catalogue OCLC FirstSearch base package TMQ Osmosis and other batchloading Directory of NZ Libraries TE PUNA SERVICES sharing cataloguing, interlibrary loan and search tools

6. Benefits of being a member Reduced costs –Reduced time and effort spent on original cataloguing as quality records are available for copying into members' own catalogues. –A fast and efficient interloan service, including a centralised billing system. –Greater return on investment, collections increasing visibility on the web –National brokering provides members with unlimited access to quality databases and services that may otherwise be unaffordable. Satisfied clients –A single discovery system for New Zealand libraries’ collections makes finding and getting items quicker and easier. –Availability of enhanced metadata for individual libraries’ catalogues makes the discovery process more accurate. (Table of Contents for NZ publications etc) Shared practise –Members can share advice on workflow practises and issues, formally and informally, online and in person. –Members can influence future direction of Te Puna services through the Te Puna Services Advisory Committee. TE PUNA SERVICES sharing cataloguing, interlibrary loan and search tools

7. Te Puna Pricing The annual subscription, billed quarterly, covers: –Cataloguing and interlibrary loan technical infrastructure – “an all you can eat approach” Cataloguing tools (CatClient, WebCat, ConneXion Client, OCLC Webform) Cataloguing batch load processes New holdings report Daily synchronisation between WorldCat and the NZ NUC National brokering of data services such as Library of Congress and OCLC National Interlibrary Loan service Interlibrary loan reports Support (phone, email, service desk, face-to-face eg forums or workshops, documentation) Optional extras with additional charge Ad hoc reports coded Additional data quality services such as database refresh or the Total Marc of Quality Osmosis service Billing gateway for Interlibrary loan TE PUNA SERVICES sharing cataloguing, interlibrary loan and search tools

8. TE PUNA SERVICES sharing cataloguing, interloan and search tools Te Puna: Investment logic map (ILM) ProblemInterventions Exploit new technology to improve business practices and expand service offering. 50% Improve participation and commitment of all libraries to meeting Te Puna’s goals. 35% Improve the timeliness and quality of records for NZ material provided nationally and internationally. 15% Benefits Reduced duplication and waste of library services’ effort. 45% Improved access to a much wider amount of material at a local level. 40% Improved discovery of NZ material from anywhere in the world. 15% Libraries are under increasing cost pressures, resulting in demand for better value from Te Puna. 40% Not everything is catalogued or recorded properly in Te Puna, preventing people finding the ‘best fit’ material. 35% A quality record for NZ material is not always available so people can’t see what is available. 25%

9. Metadata Creation & Access Additional Services Data Stewardship Maintain Holdings Metadata Sharing & Reuse There are short to medium term challenges Challenges

10. Evolving Library Focus Role of the NUC Digital Content Info Provisioning Enabling Discovery There are longer term challenges

11. TE PUNA SERVICES sharing cataloguing, interloan and search tools MTPV achievements: Metadata Workstream Two way metadata transfer – underway Expand short record availability – underway Supply enhanced metadata – achievements and more underway Access to EPIC journals via the NUC – not yet started SchoolsCat research – complete Metadata stewardship – underway Make sure metadata is more usable and reusable – achievements and more underway Replace New Zealand bib records in OCLC - underway Icons by Mouserunner.com (CC-BY-SA, http://www.mouserunner.com/Spheres_Icons_WeatherCons.html)http://www.mouserunner.com/Spheres_Icons_WeatherCons.html Complete, or on target On target, some concerns Not yet started

12. TE PUNA SERVICES sharing cataloguing, interloan and search tools MTPV enhanced metadata: New Zealand – Table of Contents Metadata project: –Supply enhanced metadata for New Zealand material in the NUC Tables of contents – retrospective project Almost 2000 TOCs added to NZ monographs published between 2005 and 2009 All are available on the NUC MARC files have been made available for libraries to download: http://nbd.natlib.govt.nz/toc_records.htm http://nbd.natlib.govt.nz/toc_records.htm Policy for adding TOCs is on DescribeNZ wiki

13. TE PUNA SERVICES sharing cataloguing, interloan and search tools MTPV metadata workstream: Metadata is more usable and reusable Bibliographic records for all published items stored in the NDHA Metadata project: –Downloadable files of bibliographic records provides your customers with direct access to digital objects (with appropriate rights) stored in the National Digital Heritage Archive –http://www.natlib.govt.nz/services/national-collaborative- services/subscriber-services/te-puna-recordshttp://www.natlib.govt.nz/services/national-collaborative- services/subscriber-services/te-puna-records

14. TE PUNA SERVICES sharing cataloguing, interloan and search tools MTPV achievements: Partnering Workstream Training and Engagement Plan – complete –Te Puna Forum 2011 –Te Puna web pages – complete –Te Puna Introductory video – complete –Further implementation of Training and Engagement Plan – underway Cost / price review for Te Puna – underway Te Puna Partnering Agreement reviewed – underway Expert Working Group on Interlibrary Loan –Stage One complete Icons by Mouserunner.com (CC-BY-SA, http://www.mouserunner.com/Spheres_Icons_WeatherCons.html)http://www.mouserunner.com/Spheres_Icons_WeatherCons.html Complete, or on target On target, some concerns Not yet started

15. MTPV Partnering: Responsibilities of being a member New Zealand libraries National Library TE PUNA SERVICES sharing cataloguing, interlibrary loan and search tools

16. TE PUNA SERVICES sharing cataloguing, interloan and search tools MTPV Partnering: Responsibilities of being a member Contribute bib records to the NUC Contribute holdings to the NUC Contribute local records to the NUC Delete as appropriate Suggest enhancements Contribute expertise Collective ownership Pay subscriptions Communications Contribute bib records to the NUC Contribute holdings to the NUC Contribute local records to the NUC Delete as appropriate Suggest and facilitate enhancements Contribute expertise Collective ownership Invoice subscriptions Data load and data quality systems Communications Authorities to the NUC

17. TE PUNA SERVICES sharing cataloguing, interloan and search tools MTPV achievements: Futures Workstream National Union Catalogue Policy – complete http://www.natlib.govt.nz/services/national-collaborative- services/te-puna-services/te-puna-records http://www.natlib.govt.nz/services/national-collaborative- services/te-puna-services/te-puna-records Te Puna business model and technologies beyond 2013 – just starting Icons by Mouserunner.com (CC-BY-SA, http://www.mouserunner.com/Spheres_Icons_WeatherCons.html)http://www.mouserunner.com/Spheres_Icons_WeatherCons.html Complete, or on target On target, some concerns Not yet started

18. TE PUNA SERVICES sharing cataloguing, interloan and search tools MTPV achievements: Futures Workstream Te Puna business model and technologies beyond 2013 – underway Icons by Mouserunner.com (CC-BY-SA, http://www.mouserunner.com/Spheres_Icons_WeatherCons.html)http://www.mouserunner.com/Spheres_Icons_WeatherCons.html Complete, or on target On target, some concerns Not yet started Breakout session: - What are the three things most important to you about Te Puna and why? - What are the three things you would like changed and why?

19. TE PUNA SERVICES sharing cataloguing, interloan and search tools Summary New services –Reorganise website: http://www.natlib.govt.nz/services/national- collaborative-services/te-puna-serviceshttp://www.natlib.govt.nz/services/national- collaborative-services/te-puna-services –NUC Policy: http://www.natlib.govt.nz/services/national-collaborative- services/te-puna-services/te-puna-recordshttp://www.natlib.govt.nz/services/national-collaborative- services/te-puna-services/te-puna-records –TOC: http://nznuc- cataloguing.pbworks.com/w/page/38345509/National%20Library%20of%20 New%20Zealand%20policy%20on%20Tables%20of%20Contentshttp://nznuc- cataloguing.pbworks.com/w/page/38345509/National%20Library%20of%20 New%20Zealand%20policy%20on%20Tables%20of%20Contents –Metadata for digital objects:http://www.natlib.govt.nz/services/national- collaborative-services/subscriber-services/te-puna-recordshttp://www.natlib.govt.nz/services/national- collaborative-services/subscriber-services/te-puna-records –ILL training manual: [coming to the website soon] Future –Development of business case to transform Te Puna services to improve access, enhance cost effectiveness, and ensure sustainability of the service for the New Zealand library community