DDC

FirstSearch

CBS

GGC

WorldCat

PiCarta

LBS

1

ContentsTo our customers 3

Year in review 5

Statistics 9

Feature section 13

Financial report 14

People 16

Products and services 17

A N N U A L R E P O RT 2 0 0 2

2

Copyright

OCLC PICA, Leiden 2003

ISSN 0168-882

Graphic design: Henk S.Wijma, Sassenheim

Printer: Den Haag Offset,The Hague

3

First, we completed the purchase of assets of OCLC’s operation inBirmingham, United Kingdom and formal-ly merged it with OCLC PICA.This new, integrated OCLC PICA servesapproximately 4,100 libraries and othercultural organisations in Europe andAfrica. I would like to thank Jay Jordan,Rick Schwieterman, Jim Houfek, SondraKowaluk, and Jerry Smith from OCLC, aswell as Rob Stricker, Dorien Hooman andJanet Lees from OCLC PICA, for theirleadership in creating a streamlined,unified and integrated operation to betterserve libraries and other cultural organisations in our markets.

Second, we reorganised OCLC PICAinto a more market-oriented organisa-tion. Our new structure emphasises acloser relationship with libraries that willlead to stronger partnerships and a bet-ter matching of needs and services.Weare committed to listening more intentlyto you to determine our product development path. Our objective is toprovide the services you need to helpyou realise your goals in a timelier, moreeffective manner.

Third, we became more international.We completed new implementations and developed new relationships with libraries and library groups in France andGermany.We opened a new office inParis.We identified new opportunities inthe United Kingdom and South Africawith our acquisition of OCLC Europe.We explored partnerships with librariesand cultural organisations in Austria,Belgium, Luxembourg, Italy, Switzerland,Turkey and the Nordic countries.And webegan an effort to digitise and preservethe rich history recorded in centuries-oldEuropean collections by working withStrata Preservation N.V., a joint ventureof the Koninklijke Bibliotheek (RoyalLibrary of the Netherlands) and OCLC.

Taken collectively, the changes made,building on our traditional strengths, helpposition OCLC PICA for the future,ready to continue existing services as

well as to provide new services based onthe needs of libraries in their regions.While we have implemented these important changes we have remainedsteadfast in our commitment to ourroots in the Netherlands and Germany. Inthe Netherlands, where our relationshipsdate back more than 30 years, we contin-ued to enrich the Dutch Union Catalogueby adding the 700,000 title book collec-tion – 400,000 titles of which wereunique – from the Technical University ofDelft. We will add the book collection ofthe Technical University of Eindhoven thisyear. We also launched a project to create for the WSF libraries, 13 pubic libraries with a scientific collection, astate-of-the-art catalogue that supportsinterlibrary lending and full text and image digital content.These activities reinforce the Dutch national infrastruc-ture.

In Germany, we worked with our part-ners Gemeinsamer Bibliotheksverbund(GBV) in Göttingen, the HessisischerBibliotheksverbund (HEBIS) in Frankfurt,and Die Deutsche Bibliothek (DDB) alsoin Frankfurt to bring the OCLC PICA local library and central cataloguing systems to more German libraries.This resulted in the decision of the StiftungPreussische Kultur Besitz to implementthese systems at all of their libraries,which will add world-renowned collec-tions from the Ibero-AmerikanischesInstitut, the Berlin State Museums, theSecret State Archive and the StateInstitute for Musical Research into theGBV shared catalogue.

We continued our contributions to various library committees and usergroups in Europe. In 2002, we became amain sponsor of LIBER, the organisationof research libraries in Europe.

As we pursue our opportunities andbuild closer strategic relationships with libraries, our financial health remains verystrong. Revenues for 2002 were Euro 15,645,000 with a contribution ofEuro 166,246.We have sufficient cash on

Rein van Charldorp,

Managing Director

To our customers I have the honour of presenting myfirst OCLC PICA Annual Reportsince assuming my duties asManaging Director in April 2002.

The mission of OCLC PICA is to be theleading European library cooperative,helping libraries serve people by pro-viding economical access to knowledgethrough innovation and collaboration.I am pleased to report that we made significant progress toward realising thatmission in the past year. But before reviewing the progress we have made, letme pay tribute to Look Costers for morethan 20 years of outstanding leadershipand management.The opportunities wepursue today are a result of the impressive achievements of the past.We are grateful for Look’s contributionsand we wish him the best in his well-deserved retirement.

My initial year as Managing Director wasfocussed on meeting with our customersand partners and evaluating OCLC PICAservices and programmes in order to establish a strategic direction for the nextfive years. During my visits with libraries, Ifound not only strong support for OCLCPICA and its mission but also expec-tations that we will work closely with libraries to meet the new challengesposed by the Digital Age.Your vital inputinto our review of programmes and services have led to a number of changesthat I would like to share with you.

4

our balance sheet that will help fund capi-tal investments and acquisitions neededto realise our vision.Our product portfolio is strong.We willcontinue to develop our central and locallibrary system. During the year, we com-pleted the developments of our central library system in a Unix environment andstarted to migrate the systems in theNetherlands and Germany.The new system provides advanced features andenhancements that streamline work flowand increase productivity in cataloguingand interlibrary lending. In developing thecentral and local system software, wework with selected libraries to developan integrated library system that responds to the needs of European libraries.

In France, we completed implementationof the Système Universitaire deDocumentation (SUDOC) for the AgenceBibliographique de l’EnseignementSupérieur (ABES).Today, more than 2,000workstations are connected to the system, which supports a national catalogue of 4.4 million titles and enablesresearchers, students and staff to use onesystem to search the collections of morethan 100 French university libraries.Welook forward to further developing thisstrong relationship with our French partner and customers.

We also signed an agreement to provideretrospective conversion services to theKoninklijke Bibliotheek (KB) to convert400,000 of its records to machine-readable form, making the records available online and the materials theyrepresent more accessible to library

Rein van Charldorp

and Janet Lees

toasting the integra-

tion of OCLC

EMEA in

Birmingham with

OCLC PICA.

users worldwide. OCLC staff will use theOCLC PICA GGC database, the SharedCataloguing System, and WorldCat, theOCLC online union catalogue of morethan 50 million records, to convert theKB records.The work will be convertedto the GGC database offered throughOCLC PICA.

In addition, we introduced new digitalservices in e-books and virtual referenceto libraries in the United Kingdom andthe Netherlands. I am pleased to notethat the British Library entered the 51millionth record into WorldCat.As manyof you already know, the British Library,OCLC and OCLC PICA have worked together for many years to facilitateshared cataloguing, interlibrary lendingand document supply on a global basis.

This is an exciting time for European libraries.With our newly integrated andreorganised organisation, OCLC PICA isuniquely positioned to meet the localneeds of libraries in Europe and link themto the worldwide library network. I lookforward to continuing to extend and improve the services of OCLC PICA tohelp European and African libraries fulfiltheir important mission.

Dr. Rein van Charldorp MBAJune 2003

5

successes accomplished: completion ofthe project to migrate the central systemto a Unix environment, the implementa-tion of open standards (Z39.50) forsearch and retrieval in the OCLC PICAdatabases and the progress made in en-riching the Dutch Union Catalogue withthe Delft collection and with non-bookmaterials. It advises OCLC PICA to makemore use of the national infrastructure,particularly ILL, in all OCLC PICA services and to improve flexibility of theservices by allowing more pricing models.

- The WSF libraries (13 public librarieswith scientific collections) sign a contractwith OCLC PICA to enhance their digitallibrary service that includes building anew catalogue of their collections, addinginterlibrary loan functionality to the sys-tem, adding advanced searching facilities

and extending content in PiCarta and the‘Krantenbank’ with national and regionalnewspapers and magazines.

- NBLC, the Netherlands Associationof Public Libraries, chooses forOCLC PICA services in two majoragreements. Firstly, NBLC subscribes tonation-wide use of Publiekwijzer,OCLC PICA’s end user reference servicetailored to the public library market, aspart of NBLC’s effort to provide a basepackage of digital content to all Dutchpublic libraries. Secondly, NBLC andOCLC PICA agree to customiseQuestionPoint to the Dutch audienceand implement it as the backbone of a na-tional question and answer service for allDutch public libraries, called Al@din.Thesystem allows libraries to offer referenceservices on the internet, and to make use

Staff of the OCLC

PICA Leiden office

Mrs.A. Skolnik, chairman of the WSF foun-

dation, signs the contract with OCLC PICA,

represented by Mr. P. Inklaar, to work on

innovation in the public library sector in the

Netherlands.

Wim van Drimmelen, Director of the

Koninklijke Bibliotheek, and Rein van

Charldorp sign the agreement for retrospec-

tive conversion of 400,000 KB records.

Year in reviewOCLC PICA – Leiden- OCLC PICA continues work on thePlan and Covenant in Pursuance ofNational Coverage in the Netherlands asagreed with the academic Platform forInnovation IWI.The aim of this plan is toachieve national coverage of all large university catalogues in the Netherlandsin the GGC, the Dutch Union catalogue.As part of this plan, the TechnicalUniversity of Delft adds its book collec-tion to the GGC, adding depth to thecatalogue and making this unique collec-tion available via interlibrary loan.TheWageningen Agricultural University col-lection as well as Delft’s periodical collec-tion were already added to the catalogueat an earlier date.The last step to con-clude this project will be the inclusion ofthe book collection of the TechnicalUniversity of Eindhoven.Through thisproject, the diversity of the GGC cata-logue is greatly enhanced.

- The advisory council LIIS meets twicewith OCLC PICA.This advisory counciladvises OCLC PICA about the futurestrategic development of the Dutch na-tional information infrastructure thatconsists of the Dutch Union CatalogueGGC and the ILL infrastructure.Representatives from all sections of theDutch library community participate.TheLIIS expresses its appreciation on the

6

of each other’s expertise in answering thequestions.

- OCLC PICA begins working with theKoninklijke Bibliotheek in a three-yearproject to convert 400,000 of its recordsto machine-readable form.The recordsrepresent titles published before 1980that are only available through the cardcatalogue.

- The Koninklijke Bibliotheek,University of Amsterdam, University ofLeiden, University of Maastricht and theNorthern School of Higher Education implement the online public access cata-logue module of LSB4, the new version ofthe OCLC PICA local library system.

- Fourteen new libraries join in CCZ, aconsortium of hospital libraries that usethe GGC to catalogue and to add theirholdings to their local database.Thismeans an increase of CCZ participants of20%, bringing the total to 81.

- The Technical University of Delft isthe first Dutch library to purchase a col-lection of netLibrary e-books. Delft inte-grates these titles into its online cata-logue.

- Staff of the OCLC PICA InformationTechnology Center (ITC) work closelytogether with the German partners GBV,Die Deutsche Bibliothek and Hebis to

migrate to CBS4, the new version of theOCLC PICA Central Library System.TheGBV migration is the last one to be com-pleted, early 2003.

- The Stiftung Preussische Kultur Besitzin Berlin agrees to use the system at all of its libraries as part of GBV.This majoraddition will make the GBV system thelargest and most complex CBS of all installations. In view of the decision of the University of Potsdam to install theOCLC PICA local library system, it alsomeans that OCLC PICA achieves astronghold in Berlin and surroundings.

OCLC PICA –Birmingham - Seven libraries from the U.KConsortium of University Libraries(CURL) –Edinburgh University, GlasgowUniversity, Birmingham University,Nottingham University, LiverpoolUniversity, the National Library ofScotland and The British Library– joinQuestionPoint, a worldwide, collaborativedigital reference service.

- eBooks@Richmond Libraries, an ini-tiative of the London Borough ofRichmond upon Thames, purchases arange of netLibrary titles to provide userswith the first e-book collections in U.K.public libraries.

- To help shape the development ofOCLC PICA’s e-book service, anetLibrary European User Group holdsits inaugural meeting at the Birminghamoffice.This forum provides vital feedbackfor ensuring that the future of e-booksmeets the needs of the libraries inEurope.

- To gather data for collaborative re-source management, CURL and OCLCPICA complete a collection mapping pilotproject that uses automated collectionassessment software to analyse the holdings of CURL libraries, includingoverlap and uniqueness measures.

- The Scottish Confederation ofUniversity & Research Libraries andOCLC PICA hosts “New Directions inMetadata”, an IFLA preconference that attracts librarians from several countriesand addresses the latest developments inmetadata in a distributed environment.

- As part of its Online NewspaperArchive initiative,The British Library begins digitising Penny Illustrated usingthe OCLC PICA Historical Newspaperservice, which is powered by OliveSoftware.

- The Laser (London and South EasternLibrary Region) Foundation moves theCo-operative of Indic Language LibraryAuthorities (CILLA) to OCLC PICA.Thisproduct assists libraries in meeting theneeds of their Indic Communities by pro-viding book acquisition and cataloguingservices for Indic Language materials.

- Cambridge University Library selectsOCLC PICA to perform the retrospec-tive conversion of its guardbook cata-logue, which contains about 1.3 millionbibliographic records of books and periodicals published between 1500 and1978.

- Eleven libraries from the LinneaNational Information Network forLibraries of Finland sign a cataloguingagreement with OCLC PICA.

Opening screen

of QuestionPoint

for end users in

the Dutch Al@din

service

7

libraries of the consortia listed below useother OCLC PICA services and these areindicated where appropriate:

• UNAK: Some UNAK libraries con-clude individual agreements forOCLC’s cataloguing service and access to electronic journals.The UNAK consortium is based inTurkey and consists of a growing number of academic libraries.

• HealLink: Member libraries have access to a large number of electronicjournals through OCLC’s ECO service.The HealLink consortium isbased in Greece and is composed ofacademic and college libraries.

• MALMAD: Members of this consor-tium evaluate OCLC’s cataloguingservice. Located in Israel, MALMADconsists mainly of academic libraries.

• IZUM, a library consortia inMaribor, Slovenia, purchases OCLCPICA cataloguing and e-journal ser-vices and begins implementing a customised Slovenian version of

Staff of the OCLC Birmingham office

FirstSearch User

documentation

produced by staff

at Pamukkale

University,Turkey

Staff of the OCLC

PICA Paris office

- Work begins on a French version ofLSB4, the OCLC PICA local library management system, which will connectwith SUDOC and be offered to academiclibraries in 2003.

- The Bibliothèque nationale de Francebecomes the largest user of OCLCPICA’s FirstSearch service. Other majorFrench users are the Université de Nice,Université de Nanterre, BibliothèqueInteruniversitaire des Langues Orientales,INRIA, Groupe ESSEC and INIST.

- The OCLC PICA Paris office ispleased to work with a number of libraryconsortia in the region, who use this typeof arrangement to bring OCLC PICAservices to their member libraries in acost effective manner. All the consortiamentioned below use OCLC’sFirstSearch service to enable their endusers to access a wide variety of data-bases including links to full text articleson a variety of topics. Some member

- OCLC PICA works with Sabinet(Online), OCLC PICA’s Southern Africadistributor, and netLibrary to load biblio-graphic records for netLibrary eBooksfor the World Bank funded African DigitalLibrary in the South African UnionCatalogue SACAT.The African DigitalLibrary provides eBooks to citizensthroughout the African continent.

OCLC PICA – Paris - A new regional service centre opensin Paris for the sales and support ofOCLC PICA’s products and services tolibraries and library consortia in France,Spain, Italy, Portugal, Slovenia, Greece,Turkey and Israel. Nicholas Rawson andPhilippe Martin are named Director andAccount Manager. Philippe is OCLCPICA’s first French member of staff andbrings to his new role wide ranging expe-rience of working with libraries in thesouthern Europe region.

- The completion of the implementa-tion of OCLC PICA’s Central LibrarySystem integrates the cataloguing and interlibrary loan activities of French university libraries.This important project, to develop and implement theSystème Universitaire de Documentation(SUDOC) for the Agence Bibliographiquede l’Enseignement Supérieur (ABES)started in 1997 and was mainly staffed by OCLC PICA personnel from the ITCdepartment (Information TechnologyCentre) in Leiden.The implementationphase took 16 months, connecting all 110French universities with more than 400 libraries. Each connection was precededby functional training and a final update ofthe bibliographic data of the libraries.

- Immediately after completion of theCBS implementation, OCLC PICA ITCstaff start to migrate the ABES system tothe new state-of the art, fourth genera-tion. OCLC PICA completes this migra-tion early 2003.

8

QuestionPoint, OCLC PICA’s newcollaborative reference service.

- Logiser, based in Lisbon, Portugal joinsDOC6 (in Spain), IFNet (in Italy), ITS (inTurkey and Slovenia) and Franklins (inIsrael) as a distributor of OCLC PICAservices in southern Europe.These distributors bring a more local understanding to the sales and supportprocesses.

- The Universidad Pablo Olavide is thefirst Spanish library to purchase e-booksfrom netLibrary.

OCLC PICA – Productand technical highlights- OCLC PICA ITC staff complete thedevelopments of the central library system (CBS) in a Unix environment andstart migration from the Tandem-basedCBS3 system to the CBS4 system thatruns on SUN Solaris.

- All batch functions are migrated toaccommodate the migration of CBS3 toCBS4.This leads occasionally to a com-plete redesign and the result is that CBSbatch software is now more generic.

- The CBS software is further de-veloped to the needs of academic andpublic libraries, for instance for the WSFproject and for the iPort portal to in-crease the number of databases that canbe searched with extended document order and deliver functionality.

- The search and index engine, basedon input from German libraries, adds newfunctionality and new features to PiCarta.

- Work continues in developing LBS4software.The OPAC module OPC4 isready to implement whereas the lendingand acquisitions modules will be finalisedin 2003. OCLC PICA will implementLBS4 step by step, in close contact withcustomers.

- A new release of iPort, OCLC PICA’sportal software, provides advanced capa-bilities in authentication, interlibrary loan,circulation control and system interoper-ability and runs on the Solaris and Linux.

- The OCLC PICA central and local library systems incorporate powerfulnew security features (SSH, secure shell)to protect data from hackers. SSH en-crypts any data that is being transferred.

- A new backup server with a tapelibrary replaces older hardware to provide faster, more efficient backupmechanisms for OCLC PICA systems.

- A new brand identity debuts with redesigned interfaces for the PiCartaservice and the OCLC PICA Web site,representing the new OCLC PICA housestyle.

The mayor of the

London Borough of

Richmond upon

Thames tries out the

new e-books at a

branch of Richmond

Public Library.

The redesigned

OCLC PICA website

www.oclcpica.org

9

Statistics GGC

9500 10000 10500 11000 11500 12000 12500 13000

2002

2001

2000

x 1000

0 200 400 600 800 1000 1200

2002

2001

2000

x 1000

0 50 100 150 200 250 300 350 400 450 500

2002

2001

2000

x 1000

GGC: Searches

2000 - 10,837,9062001 - 12,220,7732002 - 12,632,918

The cataloguing database is still a heavilyused database.The number of searches in the cataloguing system is increasing,although not spectacular.The number ofsearches is not only related to the num-ber of processed title-records (see nextfigure), but also to the processing of mainentries and subject headings.

GGC: Processed publications

2000 - 1,176,9132001 - 1,128,2052002 - 1,100,263

The number of processed publications isquite stable during the last years.Theslight decrease can be explained by thefact that retrospective input is decreasing.

GGC: New titles online

2000 - 459,0242001 - 429,9342002 - 432,375

This table gives us information about thenumber of new titles catalogued onlinenot only for books and periodicals, but allmaterials, including article-records.Thefigures are stable over the last threeyears.

10

Statistics NCC/IBL

70

75

80

85

90

95

100

70

75

80

85

90

95

100

copyloan

2002200120001999199819971996

% average

NCC/IBL: ILL requestsIBL OBN

2000 395,710 97,2882001 338,838 96,9202002 308,665 83,459

PiCarta Total2000 41,401 534,3992001 93,745 529,5032002 134,956 527,080

Contrary to expectations, the number ofILL requests is only slightly decreasing.“IBL” covers the ILL requests issued by library staff.“OBN” and “PiCarta” coverILL requests issued via the web interfacefor end users. As expected, the numberof ILL-requests via the web is increasing.A shift can be seen from OBN to PiCarta.

NCC/IBL: ILL Percentage requests fulfilled

Loan % Copy % Average %1996 82.36 93.46 90.271997 80.01 93.09 89.491998 80.37 93.26 89.881999 81.44 93.77 90.552000 82.03 93.60 90.502001 81.94 93.25 89.922002 80.76 92.50 88.87

The percentage of ILL requests fulfilled bylibraries is slightly going down. For the delivery of copies (of articles), this isprobably due to delivery problems at oneof the larger suppliers of medical litera-ture in the Netherlands. For the loans(which concern books), it might be a con-firmation of the idea of an increasingcompetition between users for having access to a decreasing number of books.

0

100

200

300

400

500

600

PiCartaOBNIBL

200220012000

x 1000

11

Statistics NCC/IBL

0

20

40

60

80

100

0

20

40

60

80

100

>10 days≤10 days<2 days

2002200120001999199819971996

%

0

10000

Full text requests

20000

30000

40000

50000

60000

200220012000

NCC/IBL: Process time ILL requests

<2 days ≤10 days >10 days1996 43.22 50.38 6.411997 39.64 55.03 5.331998 48.45 47.25 4.301999 47.53 48.5 3.982000 51.98 45.04 2.982001 54.27 42.44 3.302002 54.6 42.43 2.97

The table shows that the performance oflibraries in the Netherlands is very goodresulting in a very efficient and stable ILL-system. In 2002 55% of the supplied re-quests were shipped within two days and97% within ten days.

NCC/IBL: Full text requests2000 11,0002001 42,0002002 57,000

This table shows the increasing demandfor full text access. It is clear that users(in PiCarta) having a license to full textwould rather click the full text buttonthan making a ‘traditional’ ILL-request.

12

Statistics

0

50

100

150

200

In PiCartaIn GGC

200220012000

x 1000

0

1000

2000

3000

4000

5000

6000

7000

8000

KrantenbankPiCartaOBN

200220012000

x 1000

OCLC WorldCatIn GGC In PiCarta

2000 4,003 38,5532001 8,268 135,8392002 8,482 180,500

OCLC PICA offers WorldCat to pro-fessional users for cataloguing purposesvia the GGC and for information retrievalpurposes via PiCarta. It is clear that againmore users, in particular PiCarta users,found their way to WorldCat in 2002.

Enduser searchesOBN PiCarta2000 3,848,972 1,364,4222001 3,463,986 2,395,8162002 3,161,677 3,597,836

Krantenbank Total2000 0 5,213,3942001 178,175 6,037,9772002 574,907 7,334,420

The total number of end user searches inour databases keeps growing. As expec-ted, the use of PiCarta, the integratedmulti-material database, is growing and isnow used more that the separate data-bases in OBN.The Krantenbank (whichoffers full text access to five of the mostlyread newspapers in the Netherlands,available from mid-2000) also gained considerably in popularity.

13

Feature sectionOCLC PICA is helping Europeanlibraries serve people by providingeconomical access to knowledgethrough innovation and collabora-tion.

EuCATBuild a gateway to the riches of Europeanlibraries, both physical and digital.To provide a 21st century knowledgemap of European library resources,OCLC PICA is developing EuCAT.Thisunique database is being built coopera-tively with libraries to accommodate thediversity of European cataloguing prac-tices, languages and formats. It will link tounion and local catalogues, as well as on-line providers of e-books, e-journals andother e-learning resources.As part of aglobal network of catalogues and meta-data, it will connect to other knowledgehubs and nodes around the world, includ-ing WorldCat, the OCLC Online UnionCatalogue. EuCAT will enrich the flow ofinformation by providing an efficient index for identifying diverse European library content and library resourcesthroughout the world.

Central and Local Library SystemsCreate an integrated European informationinfrastructure.With different languages, classificationschemes, funding sources and copyrightissues, the European library landscape isone of the most sophisticated in theworld. New, state-of-the-art OCLC PICAcentral and local library systems are helping to integrate this complex environment by creating a flexible technology platform that encourages cooperation and resource sharing.The UNIMARC compliant systems arebased on European and internationalstandards and supports multi-lingual interfaces, multiple bibliographic and authority formats and a range of charac-ter sets.They streamline cataloguing andinterlibrary lending, as well as circulationcontrol and public access, and seamlessly

links to other standards-based local andregional systems.The new systems show-case the value of librarians’ expertise inselecting, describing, and classifying theworld’s knowledge.

PiCartaProvide a European end-user system thatsupports reference, resource sharing, docu-ment delivery.End users want a single access point tophysical and digital materials available today. PiCarta is a powerful discoverytool that connects users to the riches ofEuropean libraries and the wealth of information available online. PiCarta pro-vides access to EUCat as well as otherhigh quality databases, with links to abstracts, tables of contents, full text andimage articles, and Internet resources. Itpackages data in customised views basedon the locality and language of the user.And it offers online delivery services andinterlibrary lending. PiCarta will be a pre-miere online reference system that helpsusers navigate and integrate an informa-tion universe exploding in dimension andsize.

Virtual Reference Offer unique services to help libraries movethe reference desk to cyberspace.An initiative from OCLC PICA is bringingthe collective expertise of reference librarians in Europe into a worldwide network that serves users 24 hours a day,

seven days a week.With QuestionPoint,OCLC PICA members from England,Germany, the Netherlands, Norway,Scotland, Slovenia and Sweden are pro-viding personalised reference assistance via the Web and are part of a growingcollaborative reference community thatto date links 300 libraries from ninecountries. In addition, Dutch public libraries are using Al@din, a customisedversion of QuestionPoint that connects,for the first time, the knowledge of librarians throughout the Netherlands inone digital reference service.

Digitisation and PreservationAdd scholarly e-resources to the body ofknowledge.The Koninklijke Bibliotheek, national library of the Netherlands, OCLC andOCLC PICA are working together to increase access to valuable European library materials with Strata PreservationN.V., a centre to digitise and preserve therich history recorded in centuries oldEuropean collections. Strata Preservationfocuses primarily on microfilming anddigitising the vulnerable and unique collections of European cultural heritageinstitutions, such as libraries, archives andmuseums. It will help to ensure that thetreasures in European libraries are preserved and that these unique libraryitems are more visible and accessible toscholars around the world.

14

Financial report

Balance sheet as at December 31 (after appropriation of result)

Closing balance Closing balance Assets 31-12-2002 31-12-2001

€ € € € Intangible fixed assets Database (GGC / NCC) 6,220,570 6,749,981LBS and CBS software 397,057 623,948

6,617,627 7,373,929Tangible fixed assets Building 4,733,405 4,894,713Computers 844,379 1,055,735Office furniture / equipment 99,737 56,205Cars 11,386 27,842

5,688,907 6,034,495Current assets receivables Accounts receivable 791,794 850,075 Current account Stichting Pica - 3,152 Current account OCLC Inc. - 72,274 Other receivables 119,441 55,654 VAT receivable 67,572 39,322 Prepaid expenses 248,783 492,039

1,227,590 1,512,516 Cash 6,254,571 4,406,163

19,788,695 19,327,103

Notes to the financial report 2002

General notesThe balance sheet and profit and loss account as shown in this report havebeen derived from OCLC PICA’s auditedannual report.The auditor (Deloitte &Touche) has issued an unqualified audi-tor’s report thereon.

OCLC Inc. has a 60% share in OCLCPICA B.V., the Pica Foundation holds theremaining 40%.

Accounting policiesAll assets in the balance sheet have beenvalued at historic cost. All changes in assets and liabilities have been valued atcost or nominal value.Turnover and expenses are attributed to the year towhich these results relate.

Amounts in the balance sheet in foreigncurrency have been converted in Eurosagainst the rates prevailing on the balancesheet date. Exchange differences are in-corporated in the profit and loss account.

The intangible and tangible fixed assetshave been valued at historic cost,increased by the purchase price of additions and reduced by the deprecia-tion/amortisation based on the estimatedeconomic useful life.

Receivables have been valued at nominalvalue after deduction of a provision forpossible bad debts, based on an individualassessment of outstanding debtors.

Management Board ReportThe fiscal year 2002 has been very suc-cessful in terms of revenues and profits.Revenues increased to € 9.1 million,

which is an increase of 7.9% or € 672,883compared to 2001. Setbacks in the con-version of the Library ManagementSystem LBS4 resulted in a setback ofsales on international licenses and PortalSoftware.This lack of sales has been al-most fully compensated by the additionalrevenues of a Central Library System inFrance and new OCLC products.

Strong cost management has further resulted in an Income after Taxation of € 851,591.

Adding the 2002 Profits to the Reserveswould increase the solvability to 86.6%.This reflects the sound financial positionof OCLC PICA and forms a solid basisfor the integration of activities of OCLCPICA and OCLC EMEA in Birmingham.

15

Profit and loss account for the year 2002

Actual Actual Revenues 2002 2001

€ € Professional Services 3,087,756 3,107,461 End User Services 2,348,170 2,136,457 Local Library Systems 1,491,380 1,540,461 Projects 188,015 158,229 Abroad 2,164,862 1,805,497 Discount (133,102) (273,907) Total revenues 9,147,081 8,474,198

Expenses Professional / End User Services / Local 1,121,018 993,441 Personnel cost 5,253,667 5,900,400 Depreciation / Amortisation 1,305,833 1,219,612 Overhead 647,749 830,497 Rental Income Building (262,015) (247,587) Total expenses 8,066,252 8,696,363

Operating income /(-)loss 1,080,829 (222,165) Interest income 217,404 227,057 Income /(-)loss before taxation 1,298,233 4,892 Corporation tax 446,642 (1,712) Income /(-)Loss after taxation 851,591 3,180

Closing balance Closing balance Liabilities 31-12-2002 31-12-2001

€ € € € EquityShare capital 20,000 20,000 Share premium 16,149,740 16,149,740 Retained Earnings 168,321 165,140 Current year profit / loss to date 851,591 3,180

17,189,652 16,338,060

ProvisionsEarly retirement 372,933 330,238 Building maintenance - 205,000

372,933 535,238

Current liabilitiesAdvance income 264,111 433,812 Current account OCLC EMEA 60,768 107,570 Accounts payable 381,168 332,787 Taxes / social charges 554,510 613,817 Other payables / accruals 965,553 965,819

2,226,110 2,453,80519,788,695 19,327,103

16

Supervisory Board

Management

People

Cees Datema

Chairman (Stichting Pica)

Jay Jordan

Member (OCLC Inc.)

Rick Schwieterman

Member (OCLC Inc.)

Rein van Charldorp

Managing Director

Janet Lees,

Director Birmingham

Office, Director of Sales

Nick Rawson

Director Paris Office

Rob Stricker

Manager Finance

Dorien Hooman

Company Secretary

Retirement Look CostersIn April, a conference with a number of

distinguished speakers and guests, was held

honouring Mr. Look Costers, who left

OCLC PICA after serving for more than

twenty years as Managing Director.

The highlight of the event was a special

honour received from Queen Beatrix of

the Netherlands, who named Look an

Officer of Oranje Nassau.The conference

was held in the historical ‘Pieter’s” church

in the centre of Leiden.In November, OCLC PICA said goodbye to

another long serving member of its manage-

ment team. In the solemn and historical

environment of the New Church in The

Hague, speeches were held to commemo-

rate the achievements of Anton Bossers,

Deputy Director for more than 25 years.

Retirement Anton Bossers

Staff meeting Leiden-BirminghamTo help integrate OCLC’s UK operation

with Pica, Birmingham staff visited

OCLC PICA staff in Leiden to meet and

exchange information on each other’s

jobs, products and services.

0

20

40

60

80

100FemaleMale

ParisBirminghamLeidenNumber of staff OCLC PICA

Products and services

OCLC PICA offers leading edgeproducts and services for bothlibrary professionals and library endusers. Products are developed following extensive research andconsultation with libraries.The products are designed for allsizes and types of libraries.OCLC PICA offers products andservices produced locally in Leidenand globally by OCLC Inc.

Metadata management

GGC: OCLC PICA SharedCataloguing SystemMore than 200 libraries and documenta-tion centres in the Netherlands use theGGC every day to catalogue their collec-tions. Use of a central database meansthat a publication has to be cataloguedonly once and that it is subsequentlyavailable for general use.The databasecontains more than 20 million records.

OCLC Cataloguing Service Online shared cataloguing system usingOCLC WorldCat database with 50Million bibliographic records for all typesof material. There are multiple interfacesto the Cataloguing service accessingWorldCat:

• Z39.50,The OCLC Z39.50Cataloguing service automates cata-loguing by allowing a library to accessmultiple databases from a single famil-iar interface.

• OCLC Connexion: web-based in-terface, available for larger libraries.

• CatExpress service, web-based in-terface, available to small libraries (asindividuals or groups).

Bibliographic Record Notification The OCLC Bibliographic Record Notifi-cation service eases cataloguing mainte-nance by automatically delivering upgrad-ed OCLC-MARC records to the library.

Dewey Decimal Classification The Dewey Decimal Classification system(DDC) is a general knowledge organisa-tion tool that is continuously revised tokeep pace with knowledge.

Techpro service A contract service, OCLC TechPro offerscustomised cataloguing and physical pro-cessing for libraries of all types and sizes,in all formats, and in a wide variety of languages.

PromptCat service The OCLC PromptCat service furtherautomates copy cataloguing by automati-cally providing OCLC-MARC records andsetting holdings for titles identified by a library’s participating material vendors.

WorldCat Collection Sets OCLC WorldCat Collection Sets helps libraries enhance user access to specialsets of resources by either facilitating thecataloguing of uncatalogued sets or helping them offer economical access toresources that are already catalogued.

OCLC Language Sets OCLC Language Sets make it easy and affordable to meet the needs of diverseusers, offering selection, acquisitions, cata-loguing and processing of materials inSpanish, Russian, Chinese,Vietnamese,Japanese, Korean, Bengali, Gujarati, Hindi,Punjabi,Tamil and Urdu.

OCLC Authorities service The OCLC Authorities service promotesthe sharing of authority data to help stan-dardise headings, facilitate the exchangeof bibliographic records, and reduce cata-loguing costs.

OCLC MARC Record service(MARS®) The OCLC MARC Record Service(MARS®) is a complete, comprehensivedatabase preparation and authority con-trol service that provides high-quality,accurate, standardised bibliographic andauthority data functions for libraries andresearch institutions.

CILLA The Co-operative of Indic LanguageLibrary Authorities (CILLA) is an OCLCsubscription service which assists libraries to meet the needs of their IndicCommunities by providing an acquisitionsand cataloguing service for Indic Languagematerials.The languages covered areBengali from Bangladesh and India,Gujarati, Hindi, Punjabi,Tamil from Indiaand Sri Lanka and Urdu from India andPakistan.

RetroConOCLC RetroCon services convertrecords, including online and offline creation of records from cards or other bibliographic records, as well as conver-sion of Chinese, Japanese and Korean

17

18

Inter library loan

OCLC PICA Interlibrary LoanSystem NCC/IBLThe Dutch Interlibrary Loan systembased on the Dutch National CatalogueNCC and Online Contents OLC is aservice for professional use.Via PiCarta,this facility can also be used by end users.Through NCC/IBL books, periodicals andarticles in the collections of more than400 Dutch libraries can be found. It isalso possible to enter and process photo-copy and loan requests in this system.

OCLC Interlibrary Loan (ILL) service The OCLC ILL service expands the reachof a library by enabling it to borrow andlend library materials through OCLC’selectronic network of 6,700 libraries,using the holdings attached to biblio-graphic records held in WorldCat.

OCLC ILL Direct Request service The OCLC ILL Direct Request serviceaccepts an ISO-10161 ILL Request froman external system. OCLC ILL DirectRequest automatically receives and thensends library user requests to the OCLCInterlibrary Loan service for fulfilment.

OCLC Union List The OCLC Union List service multipliesresources and lowers borrowing costs byproviding access to CONSER bibliogra-

phic records, the National Serials Dataprogram, the U.S. Newspaper Program,220 union list groups, and WorldCatwhich contains over 7.6 million LocalData Records.

OCLC ILL Reports OCLC ILL Reports offer details of theILL activity of a library that in turn can beused to analyse the library’s workflow orborrowing and lending patterns.

End user services

OCLC PICA offers direct access toendusers in a number of services ofwhich PiCarta and FirstSearch arethe most important.

PiCartaOCLC PICA’s PiCarta is an integrated,multimaterial database which contains request facilities and which offers accessto online resources and electronic docu-ments among other things.The user whoopts for PiCarta can browse several data-bases at the same time by entering onesearch.

OBNThe Open Library Network OBN con-nects national and local library systems inThe Netherlands and integrates existingsystems, networks and processes. OBNoffers services such as browsing library

titles. In addition to monographs, OCLChas experience in converting serials, mu-sic, manuscripts and all other special for-mats, including serial local data records.

Software and librarysystems

Central Library System (CBS)This OCLC PICA system provides the in-frastructure for the creation and manage-ment of Union Catalogues and tools forregional Inter Library Loan.The system iscurrently operational in the Netherlands,Germany and France.

Local Library System (LBS)OCLC PICA fully integrated LocalLibrary System for local library manage-ment: from cataloguing to ordering, fromrequest to return, all in one system.

iPortiPort is OCLC PICA’s web based servicethat provides access to multiple sourcesboth local and remote. It offers a power-ful and elegant discovery and deliveryservice.

WinIBWOCLC PICA software for library profes-sionals, needed to use the GGC,NCC/IBL and LBS services.

19

catalogues and other databases separatelyand document delivery to the user’sdesktop.

PubliekwijzerPubliekwijzer is tailored to the needs ofthe public library audience. End users caneither browse the databases separatelyor use the integrated PiCarta user inter-face.

De Krantenbank De Krantenbank is available throughOCLC PICA and contains articlespublished in major Dutch newspapers likeNRC Handelsblad,Algemeen Dagblad,Volkskrant,Trouw, Parool.De Krantenbank has an archive that goesback 8-10 years and it is updated daily.Each night, the articles from that day’s papers are added to the database.

OCLC FirstSearch service FirstSearch gives library users instant on-line access to more than 72 databases,providing access to over 10 million fulltext articles and links to external infor-mation resources.As library holdings are displayed up front,users can easily identify items in theirown library’s collection.

OCLC FirstSearch ElectronicCollections Online This powerful electronic journals serviceoffers Web access to a growing collectionof more than 4,000 titles, an archiving so-lution, cross-journal searching, etc.

OCLC netLibrarynetLibrary offers libraries a comprehen-sive collection of electronic books

(eBooks), making it possible to accessover 50,000 titles of research, referenceand reading materials online.

QuestionPoint QuestionPoint is a collaborative digitalreference service of OCLC in which endusers can enter a question which is an-swered by library staff and specialists.Thus, QuestionPoint enables libraries toform regional, national and internationalnetworks of ‘Question & Answer’ data-bases.The service can be provided 24hours a day, 7 days a week, so also whenthe library is closed.

Digital collection & preservation services

OCLC Digital Collection &Preservation Services provide the flexibility needed to build andmanage digital collections.

Preservation ServicesOCLC Resource Centres digitise news-papers, books, manuscripts, photographicformats and more and provide high quali-ty preservation microfilming and storage.The Centres enrich a library’s digital col-lections by adding metadata and full-textsearch capabilities so collections are fullyretrievable, not just identifiable.

Education & PlanningThe Digital & Preservation ResourcesOutreach Services offers assistance andinformation on a range of Digitisationtopics including consultation and grantapplication writing services and work-shops.

Digital CollectionManagement

Historic Newspaper ServiceThe Historic Newspaper Service pow-ered by Olive Software supplies institu-tions with the tools to digitise historicalnewspaper archives.The goal is to help in-stitutions preserve historical newspapersand open the content to online search-able access.

CONTENTdm CONTENTdm software offers a com-plete digital content management systemthat can capture, index, store, query, anddisplay digital collections.

Digital ArchiveThe Digital Archive offers a safe, reliable,standards-based, long-term solution forthe life cycle management of digital col-lections.

Birmingham Service Centre7th Floor,Tricorn House51-53 Hagley RoadEdgbaston, Birmingham, B16 8TPUnited KingdomTel.: +44 121 456 4656Fax: +44 121 456 4680E-mail: birmingham@oclcpica.org

Leiden Service CentreSchipholweg 99P.O. Box 8762300 AW LeidenThe NetherlandsTel.: +31 71 524 65 00Fax: +31 71 522 31 19E-mail: leiden@oclcpica.org

Paris Service Centre14, Place des Victoires92600 Asnières sur SeineFranceTel.: +33 1 55 02 14 80Fax: +33 1 47 93 50 13E-mail: paris@oclcpica.org