News from OCLC

Newsletter Issue: 
Volume 37 no.3 September 2017

Compiled by Jay Weitz 


General News

OCLC Celebrates 50 Years of Innovation, Collaboration with Libraries Worldwide

OCLC, the library technology and research organization that changed the way libraries work, is celebrating 50 years of innovation and collaboration with libraries around the world. On July 6, 1967, the nonprofit Ohio College Library Center was established to create a shared electronic library for Ohio colleges and universities. Frederick Kilgour, founder and first President, had a plan to build a shared, online cataloging system that would effectively merge library catalogs through a computer network and database so that libraries could work collaboratively, save time, and share resources. What began 50 years ago as a regional computer system for 54 Ohio colleges has become OCLC, a global library cooperative that provides shared technology services, original research, and community programs to over 16,000 libraries in 120 countries. Thousands of libraries around the world use OCLC services to locate, acquire, catalog, lend, preserve, and manage library materials and collections. Researchers, students, faculty, scholars, professional librarians, and other information seekers use OCLC services to obtain bibliographic, abstract, and full-text information. The OCLC Online Union Catalog began operation in 1971. Catalogers at Ohio University in Athens, Ohio, were first to catalog a book using the online cataloging system. That database, now known as WorldCat, is the world's most comprehensive database of information about library collections. Today, WorldCat comprises more than 396 million records representing more than 2.5 billion titles in libraries worldwide. Libraries cooperatively contribute, enhance, and share bibliographic data through WorldCat, connecting people to cultural and scholarly resources in libraries worldwide. OCLC's technology and team of expert catalogers and data quality specialists constantly enrich WorldCat records with new and corrected information to ensure that WorldCat contains the highest quality records possible. Data shared through WorldCat supports a variety of network services and spurs innovation. OCLC also shares original research with the library world. OCLC Research is one of the world's leading centers devoted exclusively to the challenges facing libraries and archives in a rapidly changing information technology environment. Its WebJunction program is an online community where library staff gather to build the knowledge, skills, and support needed to help libraries thrive. Governance of the cooperative is unique. OCLC Regional Councils— Americas; Europe, Middle East and Africa (EMEA); and Asia Pacific—determine their own leadership structures, programs, and priorities. Regional Councils elect representatives to serve on the OCLC Global Council, which is responsible to elect members to the OCLC Board of Trustees. Of OCLC's current board of 14 trustees, 10 are librarians. Together with libraries, OCLC continues to innovate and grow. A brief timeline of highlights during OCLC's 50 years of service to libraries:


1967: OCLC is founded.

  • 1971: Ohio University is first to catalog a book online using the online shared cataloging system.
  • 1979: OCLC introduces the Interlibrary Loan (ILL) system.
  • 1988: OCLC begins publishing the Dewey Decimal classification system.
  • 1991: FirstSearch is introduced as the first end-user interface for library reference services.
  • 2003: WebJunction launches as an online professional resource for public libraries, librarians.
  • 2006: launches to provide online access to library collections over the internet.
  • 2011: WorldShare Management Services debuts as the first cloud-based library management system.
  • 2015: OCLC prints its last library catalog card after a multi-decade run of 1.9 billion.
  • 2017: Tipasa launches as first cloud-based interlibrary loan management service.


See more about OCLC's 50 years of service here. Follow memories at #OCLC50 on Twitter, Instagram, and Facebook.


Cataloging and Metadata


OCLC-MARC Update 2017

The OCLC-MARC Bibliographic and Holdings Format Update 2017 is scheduled to be installed during

August 2017. All details are now available in OCLC Technical Bulletin 267: OCLC-MARC Format Update 2017. This update will implement MARC 21 Bibliographic and Holdings format changes announced in MARC 21 Update No. 23 (November 2016) and Update No. 24 (May 2017), including:

  • New code “n” in Bibliographic Leader/18 (Descriptive cataloging form; “Desc”) is defined for “Non-ISBD Punctuation Omitted.”
  • Bibliographic format Score 008/20 (Format of Music; “FMus”) has new code “p” for “Piano Score;” code “b” redescribed and renamed “Miniature or Study Score;” and codes “I” (Condensed score), “k” (Vocal score), “l” (Score), and “z” (Other) redescribed.
  • Bibliographic field 028 has been redefined and renamed “Publisher or Distributor Number,” has First Indicator renamed “Type of Number,” has First Indicator code “1” (Matrix Number) redescribed, has First Indicator “3” renamed to “Other Music Publisher Number,” has First Indicator code “4” renamed “Video Recording Publisher Number,” has a new First Indicator code “6” for “Distributor Number,” has subfield $a renamed “Publisher or Distributor Number,” and has subfield $b (Source) redescribed. There have been corresponding clarifications to Bibliographic field 037.
  • Bibliographic field 340 (Physical Medium) has new subfield $g defined for “Color Content.”
  • Bibliographic field 382 (Medium of Performance) has new subfield $3 defined for “Materials Specified.”
  • Bibliographic field 647 has been defined for “Subject Added Entry -- Named Event.”
  • Bibliographic field 885 has been defined for “Matching Information.”
  • New subfields $0 (Authority Record Control Number or Standard Number) have been defined for many existing Bibliographic fields.
  • Subfield $4 has been renamed “Relationship” consistently throughout the Bibliographic format.
  • Subfield $6 (Linkage) has been defined in over 230 Bibliographic fields where it has been defined by MARC 21 and in corresponding local OCLC fields.

Subfield $8 (Field Link and Sequence Number) has had the new Field Link Type “u” defined for “General Linking, Type Unspecified” in both Bibliographic and Holdings records.

  • New Holdings field 347 “Digital File Characteristics” is defined.


Additionally, OCLC will validate MARC codes announced in fourteen LC Technical Notices issued between June 2016 and May 2017. OCLC has also converted all existing Bibliographic fields 260

(Publication, Distribution, Etc. (Imprint)) subfield $d (Plate or Publisher's Number for Music (Pre-AACR2)) to field 028 and will make field 260 subfield $d obsolete. Although MARC 21 Authority Format changes from Updates No. 23 and No. 24 are documented in Technical Bulletin 267, the Authority record changes will be implemented not at this time but instead at a future date in coordination with the Library of Congress and the Name Authority Cooperative (NACO) of the Program for Cooperative Cataloging (PCC). LC, NACO, and OCLC will make announcements at that future date. OCLC plans to install the OCLC-MARC Bibliographic and Holdings Format Update 2017 during August 2017 and will make announcements widely through the usual discussion lists and Connexion logon greetings at that time.


Discovery and Reference


OCLC Signs Agreements with Leading Publishers Worldwide

OCLC has signed agreements with distinguished publishers from around the world to add metadata for high quality books, e-books, journals, databases, and other materials that will make their content discoverable through WorldCat Discovery. OCLC has agreements in place with 315 publishers and information providers to supply metadata to facilitate discovery and access to key resources relevant to researchers, faculty, and students. OCLC recently signed agreements with over two dozen additional content providers, including the following:

  • Berliner Wissenschaftsverlag, based in Berlin, Germany, provides an interdisciplinary humanities program in the areas of law, economics, business, management, politics, history, and philosophy.
  • Docuseek2, based in Chicago, Illinois, USA, provides documentary and social issues films and videos for colleges, universities, and other educational institutions. Docuseek content can be discovered, accessed, licensed, streamed, and shared among students, faculty, and staff.
  • Film Platform, based in Sausalito, California, USA, is an innovative collaboration between leading filmmakers and sales agents around the world to bring documentary films to an academic audience.
  • Franz Steiner Verlag, based in Stuttgart, Germany, is a renowned book and journal publisher in the Humanities, including all areas of history, philosophy, music, and law.
  • iG Publishing, based in Singapore, works with over 100 publishers, university presses, professional societies, and associations to represent their brands and content. The company is the leading provider of eBook collections in the region with over 80,000 titles covering all disciplines.
  •, based in Paris, France, is a leading online channel for classical music. produces and broadcasts on their platform over 100 live concerts each year and has currently 1,800 video programs created in collaboration with orchestras and concert halls around the world.

Paperity, based in Warsaw, Poland, is a major multidisciplinary aggregator of Open Access journals and papers. Paperity provides access to over 1 million papers and 3,000 journals in research fields from sciences, technology, medicine, to social sciences, humanities, and the arts.

  •, based in Munich, Germany, is a distributor of eBooks, eJournals, articles, audiobooks, and videos to libraries from 37 publishing houses across various subject areas.
  • Printed Matter, based in New York, New York, USA, is the world's leading non-profit organization dedicated to the dissemination, understanding, and appreciation of artists' books with 15,000 titles by over 6,000 artists.
  • S. Hirzel Verlag, based in Stuttgart, Germany, is renowned for its program in the Humanities and publishes scientific and non-fiction books and journals in natural and physical sciences, social sciences, medicine, and general health.
  • The HistoryMakers, based in Chicago, Illinois, USA, is a leader in helping to educate with a more inclusive record of American history by recording, preserving, and sharing the life stories of thousands of African Americans.
  • Tokyo National Research Institute for Cultural Properties, based in Tokyo, Japan, includes a collection of bibliographic records from Nihon Bijutsu Nenkan. Since its first publication in 1936, Nihon Bijutsu Nenkan, or The Yearbook of Japanese Art, has served as the most comprehensive reference point for the country's art scene.


WorldCat Discovery provides over 2.8 billion records of electronic, digital, and physical resources, including articles, books, dissertations, and audiovisual materials in support of libraries and information seekers. Metadata from many of these publishers will also be made available to users through other OCLC services based on individual agreements. Details about how this metadata may be used in library management workflows will be communicated to OCLC users as the data is available. By providing metadata and other descriptive content, these partnerships help libraries represent their electronic and physical collections more completely and efficiently. More about WorldCat Discovery and OCLC partnerships is on the OCLC website.


Resource Sharing

WorldShare Interlibrary Loan Release, July 2017

A new release of WorldShare Interlibrary Loan took place on 2017 July 23. This release contains many requested enhancements and new features including:

  • Manually route existing requests through Direct Request
  • Respond “Yes” to batches of lending requests without applying Constant Data

The release notes for this install are available at OCLC Support.

OCLC SCS Works with 14 SCELC Libraries to Help Manage Print Collections

OCLC Sustainable Collection Services and 14 libraries from the Statewide California Electronic Library Consortium (SCELC) have collaborated to advance a shared print book collections project, and secure 1.2 million print book holdings for formal retention. The goal of SCELC's Shared Print Program is to assure that each library in the group gains access to a wider range of resources, makes room for more study space, and is still able to invest in developing its own areas of special interest. The group's contribution


of 1.2 million print holdings for formal retention represents approximately 25 percent of each participating library's monographs. Each of the 14 libraries may also identify additional voluntary commitments if it chooses. Holdings will be retained for 15 years. OCLC's GreenGlass, a web-based decision support application, helped the SCELC libraries assemble bibliographic, item, and circulation data from across the group and allowed the group to explore the shared data set interactively. The GreenGlass "Model Builder" enabled SCELC project managers to experiment with many retention scenarios in real time, considering usage, overlap within the group, holdings in other libraries, and other factors. The SCELC shared print collection project will grow among its members, with a second cohort of libraries scheduled to begin work in September 2017. Ultimately, SCELC anticipates building a suite of collections services, some of which may reflect the shared monograph collection. The SCELC Shared Print Program is a distributed, retrospective shared monograph collection that will enable libraries to manage their print collections collaboratively. The initial cohort includes: Azusa Pacific University,

California Lutheran University, California Institute of Technology, Claremont University Consortium, Holy

Names University, Loyola Marymount University, Mount St. Mary's University, Occidental College, Pepperdine University, Saint Mary’s College of California, University of Redlands, University of San Diego, University of San Francisco, and University of Southern California.


Management Services and Systems


OCLC WorldShare Management Services Expands Mobile Capabilities:

OCLC is introducing Digby, a new mobile app that will soon be available as part of WorldShare Management Services, the cloud-based library services platform. Digby is specifically designed to increase the efficiency, accuracy, and independence of student library workers. As a suite of web-based applications, WorldShare Management Services (WMS) already allows library staff to do their work wherever needed—in the library, at home or on the go. Now with the Digby app, WMS helps the library’s student workers become more productive too. The intuitive design of the Digby app provides student workers with clear instructions for handling pull-list and re-shelving tasks. Digby lets student workers scan library materials right in the stacks—saving them time and reducing their reliance on paper slips. WMS is built on the cloud-based WorldShare platform that supports a suite of library services and provides flexible access to library data through APIs and other web services. With WorldCat as its foundation, WMS enables individual libraries to draw on the collaborative data and work of libraries worldwide for more efficient workflows. WMS also offers interoperability with third party and campus systems, including financial management, learning management, and student records systems as well as self-check technologies. The Digby app will be available from the Apple and Google Play app stores in August 2017—initially for WMS libraries in the United States, and subsequently for all WMS libraries worldwide.

More Libraries Join the OCLC WorldShare Management Services Community:

Over the past several months, 23 more libraries have selected OCLC WorldShare Management Services, the library management system that offers more efficient back-office operations, integrated services, and a single-search discovery interface for library users. WorldShare Management Services (WMS) is the cloud-based library services platform that provides all the applications needed to manage a library, including acquisitions, circulation, metadata, resource sharing, license management, and a discovery service for users. It also includes a range of reports that helps libraries better understand their activities and track key metrics over time. As part of the OCLC library cooperative, WMS libraries work together through the WorldShare environment. Librarians are able to connect with one another, exchange best practices, share experience and expertise, and contribute ideas in a web-based OCLC Community Center, which is available 24/7. Librarians can also connect via in-person and virtual WMS Community Meetings. Among the newest subscribers to WMS is the Library and Archives Canada, which entered into an agreement with OCLC to use WMS as its library services platform and move its National Union Catalogue to WorldCat. NATO's premier academic institution, the NATO Defense College in Rome, Italy, also announced its move to WMS earlier this year. The following libraries are among the most recent to announce their selection of WMS:

  • Aquinas College, Nashville, Tennessee
  • Becker College, Worcester, Massachusetts
  • Bergen Community College, Paramus, New Jersey
  • Chamberlain University, Downers Grove, Illinois
  • Centro Tecnico per il Consumo, Florence, Italy
  • Daemen College, Amherst, New York
  • Gustavus Adolphus College, St. Peter, Minnesota
  • HU University of Applied Sciences Utrecht, Netherlands
  • Huston-Tillotson University, Austin, Texas
  • Invalsi, Rome, Italy
  • Istituto Innocenti, Florence, Italy
  • Johnson C. Smith University, Charlotte, North Carolina
  • Lucile Packard Children's Hospital at Stanford, Palo Alto, California
  • Nichols College, Dudley, Massachusetts
  • Oklahoma Christian University, Edmond, Oklahoma
  • Protestant Theological University, Amsterdam, Netherlands
  • Raritan Valley Community College, Branchburg, New Jersey
  • Southwestern Oklahoma State University, Weatherford, Oklahoma
  • Trevecca Nazarene University, Nashville, Tennessee
  • Universita degli Studi di Enna "Kore", Enna, Sicily, Italy
  • University College Wiener Neustadt, Austria
  • Wageningen University and Research Center, Wageningen, Netherlands
  • Washington Adventist University, Takoma Park, Maryland


Libraries worldwide are using WMS to share bibliographic records, publisher and knowledge base data, vendor records, serials patterns, and more. WMS also provides libraries with the unique opportunity to share innovation, applications, infrastructure, vision, and success in serving their users.


Digital Collections Services


CONTENTdm July 2017 Release is Now Live

The July 2017 release for CONTENTdm is now live, and it further improves the redesigned end-user interface for CONTENTdm. The CONTENTdm responsive website adapts to any screen size and has significant usability, performance, and accessibility improvements. The responsive website is production-ready and is now the default end-user website for more than 30 active CONTENTdm users. This release contains several additional improvements to the responsive website:

  • Fully custom homepage option, so you have the tools to create the best first impression
  • Metadata and transcript text display enhancements to improve accessibility and usability
  • Metadata wrapping improvements so that words are not split across lines
  • HTTPS as default protocol to encrypt log-ins and improve end-user privacy and security
  • Accessibility improvements and bug fixes


For more details about this release, see the CONTENTdm Release Notes. Note: The responsive website exists alongside current 6.x CONTENTdm websites. Public URLs will default to version 6.x websites until you request to make the switch. Nothing in 6.x is changing in this release. When you are ready for your end users to start using the new responsive website, you will need to contact OCLC Support to schedule the upgrade.

Georgia Archives Streamlines its Digital Collection Workflows with CONTENTdm:

Since 2006, the Georgia Archives has been using CONTENTdm to showcase its digital collections. Archives staff selected CONTENTdm because they wanted a digital collection management system that would provide strong support and was ready to use out of the box. In 2016, they moved to having their CONTENTdm software hosted by OCLC. Since their migration, they have added several additional collections, including the Colonial Estate Records and the Colonial Plats and Warrants Collection. Seventy-five percent of the researchers who come to the Georgia Archives are focused on genealogy, and the institution has received enthusiastic, positive reactions from users who have been able to find items in the Archives’ diverse CONTENTdm collections of Confederate resources. Researchers find resources such as death certificates, marriage records, Confederate pension applications, and Confederate Muster Rolls. The Georgia Death Certificates Collection has the highest amount of user interaction through comments posted by users. The Georgia Archives promotes its digital collections through several avenues. Staff post notices on their website and share information on Facebook. They also host a popular, monthly lunch and learn series with programs on different topics that tie back to their CONTENTdm collections. At least one program a year is focused on how to use their finding aids, including Georgia’s Virtual Vault. They also host genealogy and academic research programs on specific topics, such as the prison system records, transportation records and a Black History Month program.

The Archives’ Vanishing Georgia Photographic Collection contains almost 18,000 images. This CONTENTdm collection is the result of a Georgia Archives project that started in in the mid-1970s to locate and copy historically significant photographs held by individuals throughout Georgia. A National Endowment for the Humanities grant supported an expansion of the project from 1977–1979, and images were added to the collection until 1996. The Georgia Archives sent a traveling photo lab around Georgia to capture photos shared by Georgia residents. This collection contains pictures from across the state of Georgia, and it is heavily used for exhibits, to decorate homes and businesses and fulfill requests from publishers and filmmakers.


Member Relations, Advocacy, Governance, and Training


WebJunction to Offer Training for Librarians Interested in Wikipedia Engagement:

This fall, OCLC's WebJunction will offer a free, 10-week online training program for public library staff interested in gaining skills in Wikipedia editing and engagement in a collaborative learning environment with public library peers. Librarians can register now for a July 19 webinar, "Wikipedia for Libraries: Preview the Possibilities, Discover the Opportunities" that will preview the fall program and describe how librarians can use Wikipedia to connect more people to their library collections and creatively involve community members. The training program and webinar are part of Wikipedia + Public Libraries: Better Together, a project designed to strengthen ties between U.S. public libraries and Wikipedia to expand public access to authoritative information and serve public libraries' diverse communities. The project is funded by the John S. and James L. Knight Foundation and the Wikimedia Foundation. Today, people go to Wikipedia and search engines to find a great deal of content, but they may be unsure about the quality of that information. This training program connects public libraries to frameworks that Wikipedia editors have developed to indicate the accuracy and verifiability of a Wikipedia article. Libraries are custodians of authoritative materials and library staff have the reference expertise to help point readers to reliable sources. Expanding access to library collections with Wikipedia is now easier because editors can easily add citations that link to library resources in WorldCat. The free, 10-week online training program, scheduled to begin September 13, will equip public library staff with the necessary tools and peer support to become confident in contributing to Wikipedia and engaging their communities around it. Registration for the online training program began July 19.

WebJunction Course Catalog has a Fresh New Look:

The free WebJunction Course Catalog has a fresh new look. In addition to being loaded with over 40 selfpaced courses and 200 webinar recordings, the Catalog now has an improved interface and user experience. All of the content is now combined together and organized by topic for you to browse to find just what you need. There are also improvements to the My Courses section; courses are now arranged by those that you are still working on and those that you have completed. And as always, when you complete a course in the catalog, you'll be able to obtain a certificate. We know that in a busy library, finding time to attend a live session isn't always an option. You can count on the WebJunction Course Catalog to be there when you need it, to help meet your training needs. If you haven't visited and browsed the content or taken a course in a while, come over to WebJunction and see what's new. We're excited about these changes and look forward to hearing what you think.


OCLC Research


The Transformation of Academic Library Collecting

In October 2016, a group of eminent library leaders, research collections specialists, and scholars gathered at Norton's Woods Conference Center in Cambridge, Massachusetts to commemorate the career of Dan Hazen (1947–2015) and reflect upon the transformation of academic library collections. Hazen was a towering figure in the world of research collections management and was personally known to many attendees; his impact on the profession of academic librarianship and the shape of research collections is widely recognized and continues to shape practice and policy in major research libraries. Drawing from presentations and audience discussions at The Transformation of Academic Library Collecting: A Symposium Inspired by Dan C. Hazen, this publication examines some central themes important to a broader conversation about the future of academic library collections, in particular, collective collections and the reimagination of what have traditionally been called "special" and archival collections (now referred to as unique and distinctive collections). The publication also includes a foreword about Dan Hazen and his work by Sarah E. Thomas, Vice President for the Harvard Library and University Librarian & Roy E. Larsen Librarian for the Faculty of Arts and Sciences. The

Transformation of Academic Library Collecting: A Synthesis of the Harvard Library’s Hazen Memorial Symposium, by Constance Malpas and Merrilee Proffit is not only a tribute to Hazen’s impact on the academic library community, but also a primer on where academic library collections could be headed in the future, and is a must read for anyone interested in library collection trends.

KAUST, Northeastern University Join OCLC Research Library Partnership

OCLC is delighted to announce two additions to the OCLC Research Library Partnership (RLP). Both King

Abdullah University of Science and Technology (KAUST) in Saudi Arabia and Northeastern University in Boston, Masschusetts, US have just joined the RLP. KAUST is a private graduate research university located in Saudi Arabia established in 2009. The university’s focus is creating an enduring model for advanced education and scientific research; this research addresses challenges of global significance in the areas of water, food, energy, and environment. The KAUST library has a strong role in supporting scholarly communication and researcher data management. For example, KAUST established an active institutional repository in 2011 and in 2014 was the first open-access mandated institution in their region. The library, with its translucent marble exterior, won the 2011 AIA/ALA Library Building Award. The Research Library Partnership representative is Dr. J. K. Vijayakumar (Vijay), Library Director and

Collections & Information Services Manager. Northeastern University is a private research university in Boston, Massachusetts, established in 1898. According to the library, it “fosters intellectual and professional growth, enriches the research, teaching and learning environment, and promotes the effective use of knowledge by managing and delivering information resources and services to library users.” Opened in 1990, the Snell Library (the main library) has 73 FTE of staff and experiences approximately 2.1 million visits a year. The Research Library Partnership representative is Evan Simpson

Associate Dean, Research and Learning Services. We look forward to collaborating with both

institutions’ library staff on projects that benefit all research libraries and their users. The OCLC Research Library Partnership currently comprises 153 Partner institutions around the world.

OCLC Research, LIBER to Launch Collaborative Information Management Study:

OCLC Research and LIBER, the Association of European Research Libraries, will launch a collaborative project to explore the adoption and integration of persistent identifiers (PIDs) in European research information management (RIM) infrastructures. The project will complement and extend previous research institution-scale implementations of RIM in European institutions. The study will provide university and research library leaders with useful insights on emerging practices and challenges in research management at institutional, group, national, and transnational scales. Research institutions throughout Europe are engaged in research information management practices to aggregate, curate, and utilize information about the research conducted at their institutions. These efforts are rapidly scaling nationally and transnationally, as advancing technologies, standards, and networked information offer new opportunities for interoperability and discoverability. In this particular collaborative research effort, the organizations will examine research information management practices in three European national contexts—Finland, Germany, and the Netherlands—with close attention to the adoption and integration of PIDs and their role in supporting disambiguation and interoperability. Through a series of semi-structured interviews with practitioners and stakeholders within universities, national libraries, and collaborative Information and Communications Technology (ICT) organizations, they will develop robust case studies of national RIM infrastructure as well as specific examples of RIM practices and PID integration. More information about this project is on the OCLC Research website.  Shifting Gears: Gearing Up to Get into the Flow, Second Edition

In 2007, directors, administrators, and curators of special collections in libraries, archives and museums came together for a forum—Digitization Matters: Breaking Through the Barriers—to discuss how to advance digitization of primary sources, in light of efforts at the time toward mass digitization of books. The report Shifting Gears: Gearing Up to Get into the Flow reflected the ideas and discussion at the forum around the growing expectation that library materials (especially special collections) would be available online, the importance of prioritizing this work as an essential service of libraries and archives, and ideas for how to scale up the digitization of special collections. Now, ten years after the first edition, that need and importance has only grown. As Merrilee Proffitt writes in the foreword: "The special collections community has begun to grapple with the special challenges of ‘born digital' collections. Unique and distinctive collections have been recognized as being an important part of a research library, perhaps the thing that will set libraries apart from one another in the future. … Amidst this change, we continue to seek how we can effectively digitize special collections and improve discovery and access, no matter the portal or platform. It is not only critical that our collections are made available on the internet, we must provide them frictionless passage to the environments that our communities seek them." Shifting Gears: Gearing Up to Get into the Flow, Second Edition by Ricky Erway and Jennifer Schaffner, with a foreword by Merrilee Proffitt, is being republished on its tenth anniversary as OCLC Research and the OCLC Research Library Partnership reconsider their work agenda around unique and distinctive materials, and this report, along with additional work, will provide a framework for community action.