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Resource Delivery Focus OCLC PICA. Janifer Gatenby, 7 th Nordic NVBF- ILL Conference, Elsinore, Denmark 1-3 October 2006. Changing environment Standards and interoperability OCLC PICA Services and Products The Future. Policy Framework. User Needs. Interop Group. Whom We Serve.

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Resource delivery focus oclc pica

Resource Delivery FocusOCLC PICA

Janifer Gatenby,

7th Nordic NVBF- ILL Conference, Elsinore, Denmark 1-3 October 2006


Resource delivery focus oclc pica

  • Changing environment

  • Standards and interoperability

  • OCLC PICA Services and Products

  • The Future


Re thinkers

Policy Framework

User Needs

Interop

Group

Whom We Serve

What We Deliver / Offer

How We Offer / Deliver

Our Vision

Best Practices, Policies, Manifesto

Business Model

Re-thinkers

Meeting 1 Chicago November 2005

Meeting 2 Denver February / March 2006

Meeting 3 San Antonio April 2006

ELAG WG 25-27 April 2006 Bucharest, Romania

Changing environment


User needs

User Needs

  • 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

Do not entrench existing practices

Changing environment


Get it

Get it !!

Web browser plug in

Changing environment


Resource delivery focus oclc pica

Referral

openURL

Locations

SRU

Alternatives

xISBN

Policies

SRU / LDAP

Availability & user information

SRU NCIP

ƒ

Web page

Library

Union cat

Union cat

Library

Register

Get it!!

OPAC

Web UI

Get it!!

Web UI

OPAC

Get it!!

Resource delivery

Changing environment


Policy challenges and recommendations

Policy challenges and recommendations

  • Move to unmediated request & delivery

    • Make user J

    • Cheaper process

  • Registration – make it easier

    • On a national scale

    • Online registration - “on the spot”

    • Recognize frequent users

Changing environment


Resource delivery focus oclc pica

Levels of Mediation of User’s request

unintrusive

Mediated

Unmediated

Changing environment


Policy challenges and recommendations1

Policy challenges and recommendations

  • Broaden delivery options

    • Indicate relative rareness “request relevance”

      • Digitise on demand, reference lookup

    • Purchase if cheaper than ILL

  • Charge instead of “no” (Make user J)

    • Innovative ways to reduce costs – floating stock

    • PayPal for return deposit

Changing environment


Resolution and delivery

Resolution and Delivery

Link, Resolve, CopyLoan, Digitize, Index,

Authenticate / Authorise, Purchase / Pay, Lookup

Changing environment


Digitisation on demand

Digitisation on Demand

  • Use EROMM / Directory of Digital Masters

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

Changing environment


Policy challenges and recommendations2

Policy challenges and recommendations

  • Liaison with archives

    • Collections overlap… therefore

    • Overlap reference, supply (and payments) services

    • Avoid referral, re- authentication etc.,

      • Do instead

Changing environment


European best practices

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


Interoperability

Email, proprietary

OpenURL RSM

ISO ILL, Artel +

Screen scrape, proprietary

LDAP, Shibboleth, Athens, A Select +

Z39.50, SRU

Proprietary

SIP2, NCIP,

SRU + holdings

schema

Screen scrape, proprietary

Interoperability

Worldcat.org

RDS

RDS

Get it!!

RDS

ID Mgt

GEDI

ILS

Scanning system

ILS

ILS

ILS

Standards and Inter-operability


Standards needed

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


Request submission

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


Holdings schema

Holdings Schema

  • Mixes Static and dynamic information

  • Responds to

    • holdings availability queries (policy, conditions and physical availability)

    • Holdings usage queries

Standards and Inter-operability


Resource delivery focus oclc pica

Discovery Universe

VDX

VDX

VDX

VDX

Portals

+++

OPACs

Worldcat.org

CBS systems &

Union

Catalogues

Delivery Universe

BLDSC

WorldCat RS

Subito

CISTI

nuc

CISTI

national / regional services

nuc

nuc

Doc Del

OCLC PICA Focus


Worldcat org

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


Resource delivery focus oclc pica

Worldcat.org

OCLC PICA Focus


Vdx centralised architecture

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

lib

lib

lib

OCLC PICA Focus


Vdx distributed architecture

Multiple transaction stores & multiple targets

Examples

Australia,

VDX - Distributed architecture

VDX

VDX

VDX

lib

lib

Union cat

VDX

VDX

lib

lib

OCLC PICA Focus


Resource delivery focus oclc pica

Linking Resource Sharing Islands


Cbs architecture

Central union catalogue

Centralised Request mgt

Most requests within the system

Examples:

CBS Architecture

OCLC PICA Focus


Combining 2 expert teams

VDX strengths

Multiple architectures

External interoperability

Multiple work flows

CBS strengths

Multi-lingual

End user access models

Statistics & financial management

Combining 2 expert teams

  • Interoperation with OCLC

    • Requests

    • International Library directory

    • IFM – International Fee Mgt

    • Integration with Worldcat.org

OCLC PICA Focus


Worldcat org in progress

Get it!!

WorldCat.org – in progress

OCLC PICA Focus


Trends we re following

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


Resource delivery focus oclc pica

Tack

Tak

Takk

Kiitos


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