Resource Delivery FocusOCLC PICAJanifer Gatenby, 7th Nordic NVBF- ILL Conference, Elsinore, Denmark 1-3 October 2006

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• Changing environment• Standards and interoperability • OCLC PICA Services and Products• The Future

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Re-thinkers Policy Framework

Whom We Serve

What We Deliver / Offer

How We Offer / Deliver

Our Vision

Best Practices, Policies, ManifestoBusiness Model

User Needs

InteropGroup

Changing environment

Meeting 1 Chicago November 2005Meeting 2 Denver February / March 2006Meeting 3 San Antonio April 2006

ELAG WG 25-27 April 2006 Bucharest, Romania

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• Access and negotiate delivery of resources from libraries and related institutions such as archives

• Access to physical & digital resources. Hybrid collections will persist for at least 10 years

(Dempsey, British Library)

• Follow existing easy to use internet delivery models

– Amazon, eBay, Netflix

User Needs

Changing environment

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Get it !!

Changing environment

Web browser plug in

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LibraryWeb page

OPAC

Referral

openURLLocations

SRU

Alternatives

xISBN

Register

Get it!!

ƒ

Availability & user information

SRU NCIP

Union cat

Policies

SRU / LDAP

Resource deliveryChanging environment

Get it!!

Get it!!

LibraryUnion cat

Web UIOPAC

Web UI

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• Move to unmediated request & delivery– Make user – Cheaper process

• Registration – make it easier– On a national scale– Online registration - “on the spot”– Recognize frequent users

Policy challenges and recommendations

Changing environment

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User request

Authentication, Authorisation

Request

Payment

Delivery

Authorised by the library

mediated by the library User or program defines rota

By library, no payment

By user via e-commerce

To library, user picks up home, office, email , URL +

Anonymous

Return

Via user’s home library

Direct or no returnMediated

Unmediated

unintrusive

Levels of Mediation of User’s request

Changing environment

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• Broaden delivery options– Indicate relative rareness “request relevance”

• Digitise on demand, reference lookup– Purchase if cheaper than ILL

• Charge instead of “no” (Make user )– Innovative ways to reduce costs – floating stock– PayPal for return deposit

Policy challenges and recommendations

Changing environment

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Resolution and Delivery

Wanted Item

Digital Physical

Free In Print Out of Print

In Copyright Out of Copyright

Licensed Access Restricted

Link, Resolve, Copy Loan, Digitize, Index, Authenticate / Authorise, Purchase / Pay, Lookup

Changing environment

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Digitisation on Demand

• Use EROMM / Directory of Digital Masters

• Portion of EDL (European Digital Library) funding €€€€€€ for DOD (Digitisation on Demand)

Changing environment

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• Liaison with archives– Collections overlap… therefore– Overlap reference, supply (and

payments) services– Avoid referral, re- authentication etc.,

• Do instead

Policy challenges and recommendations

Changing environment

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European Best Practices

• Direct delivery to user’s address– Denmark, Germany

• Digitisation on Demand– eTen DOD (15 countries)

• National registration & Floating stock– Netherlands (trains, beaches)

Changing environment

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Interoperability

Standards and Inter-operability

RDS

Scanning system

RDS

RDS

ILS

Get it!!

Worldcat.org

ILSILS

ILS

ID Mgt

ISO ILL, Artel +

OpenURL RSM

SIP2, NCIP,

SRU + holdings

schema

Z39.50, SRULDAP, Shibboleth, Athens, A Select +

GEDI

Email, proprietary

Screen scrape, proprietary

Screen scrape, proprietary

Proprietary

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Standards Needed

• Request Submission Message– Focus on request transfer from

discovery points– Request transfer rather than

synchronisation of systems

• Holdings Schema – ISO TC46 SC10

Standards and Inter-operability

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Request Submission

• OpenURL schemas– Requester– Requested item (referent)– System on which request was made

(referrer)– Service requested (service type)

• Loan, copy, lookup etc.

Standards and Inter-operability

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Holdings Schema

• Mixes Static and dynamic information

• Responds to – holdings availability queries (policy,

conditions and physical availability)– Holdings usage queries

Standards and Inter-operability

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CBS systems &

UnionCatalogues

VDX

VDX

VDX

VDX

Discovery UniverseDiscovery Universe

OCLC PICA Focus

Delivery UniverseDelivery Universe

CISTI

SubitoBLDSC

national / regional services

Worldcat.org

CISTI

Doc Del

nucnuc

nuc

WorldCat RS

OPACs

Portals+++

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Worldcat.org

• Open access to all WorldCat – 71.5 million + bibliographic records– 1,000 million + holdings

• Builds on Open WorldCat– Links in from Google, Yahoo,

Microsoft, Ask, Booksellers, Encyclopaedias etc.

OCLC PICA Focus

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Worldcat.org

OCLC PICA Focus

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VDX – Centralised architecture

• One shared transaction store, union catalogue as main source

• One shared transaction store, multiple targets

• Examples:– NLNZ

– Unity UK

VDX

End

VDX

CBS

liblib

lib

OCLC PICA Focus

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VDX - Distributed architecture

• Multiple transaction stores & multiple targets

• Examples – Australia,

OCLC PICA Focus

VDX

VDX

VDX

VDX

VDX

lib

liblib

lib

Union cat

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Linking Resource Sharing Linking Resource Sharing IslandsIslands

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CBS Architecture

• Central union catalogue

• Centralised Request mgt

• Most requests within the system

• Examples:

OCLC PICA Focus

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Interoperation with OCLC

•Requests

•International Library directory

•IFM – International Fee Mgt

•Integration with Worldcat.org

Combining 2 expert teams

• VDX strengths– Multiple architectures– External

interoperability– Multiple work flows

• CBS strengths– Multi-lingual– End user access

models– Statistics & financial

management

OCLC PICA Focus

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WorldCat.org – in progress

Get it!!

OCLC PICA Focus

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Trends we’re following

• Request brokering– Too hard basket– Resolving international request and delivery

• Integrated delivery options in UI– Purchase, copy, resolution, lookup

• Integrated user request view – Purchase requests– Reservations– Delivery requests– Reference queries

• Data mining and collection knowledge– Weeding & central storage

Future

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