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International Resource Delivery - OCLC & OCLC PICA. Janifer Gatenby, OCLC PICA Contactdag 5th October 2006. Changing environment International Discovery to Delivery Standards and interoperability OCLC PICA Systems and Services Trends. Modern users. Use Google, Yahoo, MSN ++

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international resource delivery oclc oclc pica

International Resource Delivery - OCLC &OCLC PICA

Janifer Gatenby,

OCLC PICA Contactdag 5th October 2006

slide2
Changing environment
  • International Discovery to Delivery
  • Standards and interoperability
  • OCLC PICA Systems and Services
  • Trends
modern users
Modern users
  • Use Google, Yahoo, MSN ++
  • Amazon, eBay, Netflix
  • Search & find themselves
  • Register & order
    • Internationally
    • Request home delivery

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

Challenge is to make library order and delivery on an International Scale as smooth as from Amazon etc.

Changing environment

comprehensiveness
Comprehensiveness
  • No retail space restrictions
  • Recommendations, e.g. Amazon “people also bought”
  • Can economically offer huge stock
  • Lot of demand for the obscure
  • http://changethis.com/10.LongTail
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

get it
Get it !!

Web browser plug in

Changing environment

slide8

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

worldcat org in progress

Get it!!

WorldCat.org – in progress

International Discovery to Delivery

statistics september 2006
Statistics September 2006

327,579 av. day from Google, Yahoo, MSN +

33.2% increase in 1 month

512,310 this mth clicks to libraries

32.1% increase in 1 month

International Discovery to Delivery

in worldcat org
in Worldcat.org

Get it!!

  • Online registration
    • introduction to library
    • more expensive - anonymous service
  • From wanted item to library service system not to owning library
  • International library registry (directory)
  • International facilitated inter-library payment (IFM = clearing house)
  • Investigating:
      • Rarity and copyright request context

International Discovery to Delivery

what it means to ncc vob
What it means to NCC / VOB
  • Increase in registrations
  • Increase in requests by Dutch users for material held overseas
  • Increase in requests for Dutch materials from overseas
    • Mostly book requests

Are there system & policy changes to be made?

International Discovery to Delivery

loans copies
Transport

Cost and time

Security

Argues for mediated delivery

RLG & BL – stats – safer internationally

Payment

Copyright

May dictate paper

Print & re-scan farce (e-journals)

Cost of digitisation

large OP materials

Payment

Loans Copies
  • Sweden 1999 – 2005:
  • loans á 7%, copies â 73%

International Discovery to Delivery

policy changes incoming international requests
Policy changes? - Incoming International Requests
  • Need to clearly divide collection
    • Relatively unique versus common
    • Knowledge from WorldCat – request context
    • OK to refuse international service for common
  • Loan alternatives
    • lookup, TOC & index copy, DOD
  • Delivery to library (mediated)
  • Charge at cost + instead of saying NO
  • Charging method

International Discovery to Delivery

policy changes outgoing international requests
Policy Changes? - Outgoing International Requests
  • Mediated request or background mediation?
    • Available locally? In print? Rare?
  • Consider purchase option
  • Set prices to end user
  • Delivered to library (mediation)

International Discovery to Delivery

resolution and delivery
Resolution and Delivery

Link, Resolve, Copy Loan, Digitize, Index,

Authenticate / Authorise, Purchase / Pay, Lookup

International Discovery to Delivery

system changes cbs vdx
System changes –CBS & VDX
  • OpenURL into CBS / NCC IBL & into VDX
    • already exists
    • Some changes of XML format
  • End user requests for WorldCat data
    • from PiCarta, WinIBW & Worldcat.org
  • Usage of OCLC directory & IFM
    • CBS & VDX
  • Integration of new delivery options

International Discovery to Delivery

digitisation on demand
Digitisation on Demand
  • Directory of Digital Masters
    • http://www.oclc.org/digitalpreservation/why/digitalregistry/default.htm
  • Portion of EDL (European Digital Library) funding €€€ for DOD (Digitisation on Demand) ????
    • eTen DOD (15 countries)

International Discovery to Delivery

interoperability

Email, proprietary

OpenURL RSM

ISO ILL, Artel +

XACML

Screen scrape, proprietary

LDAP, Shibboleth, Athens, A Select +

Z39.50, SRU

Proprietary

SIP2, NCIP,

SRU + holdings

schema

GEDI

Screen scrape, proprietary

Interoperability

RDS

Worldcat.org

RDS

Get it!!

Rights Mgt

RDS

ID Mgt

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

slide24

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

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 Systems and Services

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 Systems and Services

cbs architecture
Central union catalogue

Centralised Request mgt

Most requests within the system

Examples:

CBS Architecture

OCLC PICA Systems and Services

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 – 2 way
    • International Library directory
    • IFM – International Fee Mgt
    • Integration with Worldcat.org

OCLC PICA Systems and Services

trends we re following
Trends we’re following
  • Request brokering
    • Resolving international request and delivery
    • Too hard basket service
  • 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
    • Rarity, Copyright estimate, Weeding, Central storage, Recommendations

Trends

challenge
Challenge:
  • Liaison with archives
    • Collections overlap… therefore
    • Overlap reference, supply (and payments) services
    • Avoid referral, re- authentication etc.,
      • Do instead

Trends