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CORE Cost of Resource Exchange www.niso.org/workrooms/core January 2009 Update Karen A. Wetzel Standards Program Manager, NISO What I’ll talk about Review of goals History Participation Status Report Next Steps What?

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Core cost of resource exchange www niso org workrooms core l.jpg

CORE Cost of Resource Exchangewww.niso.org/workrooms/core

January 2009 Update

Karen A. Wetzel

Standards Program Manager, NISO


What i ll talk about l.jpg
What I’ll talk about

Review of goals

History

Participation

Status Report

Next Steps


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What?

  • An effort to build on the White Paper published by Medeiros et al regarding acquisitions-related data elements for exchange between ILS, ERM, and other systems


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Why?

  • ERM customers say that they want to be able to look up Acq information while working in their ERM

  • Leverages data investment in individual modules, shares rather than duplicates

  • Realization that single ILS hegemony is giving way to a multi-vendor environment


History l.jpg
History

Publication of the Medeiros White Paper (2007) and its revision (2008)

Ed Riding (SirsiDynix), Jeff Aipperspach (Serials Solutions), and Ted Koppel (then Ex Libris, now Auto-Graphics) needed to serve mutual customer(s)

Decided that rather than building one-off idiosyncratic sharing mechanisms, an acquisitions exchange standard made sense


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Early 2008

Ed, Jeff, and Ted surveyed various ERM and ILS vendors to determine feasibility

Picked CORE as acronym

Discussed goals at ER&L 2008, at ALA Summer, and various other venues to determine interest, need, potential participants

Approached NISO (Spring 2008) as standards development framework


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Summer 2008

NISO Business Information Topic Committee approved CORE Working Group

Solicitation of members began

First meeting: August 6, 2008


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Members

  • Ted Koppel (Auto-Graphics)

  • Ed Riding (Sirsi-Dynix)

  • Kathy Klemperer, (EDItEUR)

  • Nettie Lagace (Ex Libris)

  • Brian Rosmaita (VTLS)

  • Rose Nelson (Colorado Alliance)

  • Joyce McDonough (Columbia)

  • Debbie Logan (EBSCO)

  • Bob McQuillan, (Innovative)

  • Kelvin Watson (TLC/CARL)

  • Dani Roach (Univ. of St Thomas)

  • Mary Walker (Wichita State)

  • Clara Ruttenberg (Georgetown)

  • Bill Hoffman (Swets)

  • Jeff Aipperspach (Serials Solutions)

  • RafalKasprowski (Rice)

  • Gracemary Smulewitz (Rutgers)

  • Candy Zemon (Polaris)

  • Karen Wetzel (NISO)

  • Mark Wilson (retired; XML advice)


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Determined goals

Not just ERM <-> ILS exchange but broader applications exist (vendors, consortia, etc.)

Didn’t want to duplicate work of existing standards (SOH, etc.)

Keep it simple and generic

Define the data – not the application !!!


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Working Group’s activities

August-September: wrote, designed, discussed Use Cases.

October: analyzed use cases for common needs, vocabulary, and data elements

October-November: Refined use cases to identified core CORE elements

November-December: XML message structure, transport mechanism

December-January: Drafting document


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Decisions

  • Two levels of query/response

    • Cost information Only

    • Cost information + Product Information

  • Three type of queries

    • Send info on one particular transaction

    • Send all transaction info on one or more products

    • Send all transaction info on all products

    • Can filter by dates


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XML Structure

(see the draft)

Simple and compact

Is the ‘payload’ for any web service messages

CORE schema outlines repeatable fields, Booleans, etc.


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Transport Mechanism

Delivers the CORE payload

Determined that SUSHI protocol web service mechanism is a good general purpose ‘envelope’

SUSHI can be used by CORE virtually without changes

Leverages vendor efforts in SUSHI


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January 2009

NISO has completed first draft of the written Draft Standard for Trial Use (DSFTU)

Working Group is reading, clarifying, editing, illustrating, and adding examples

‘Final’ DSFTU publication expected in February

Draft Standard period will be 12 months


During the dsftu period l.jpg
During the DSFTU period ..

Vendors will write their applications to use CORE and SUSHI

Vendor report problems to WG; WG considers solutions

Possible additional drafts/updates

Early 2010: Final Standard


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We want to thank

The Working Group for their participation, tenacity, and willingness to work hard on CORE

Mark Wilson for his work on XML


Please contact l.jpg
Please contact

Ted Koppel (tpk@auto-graphics.com)

Ed Riding (ed.riding@sirsidynix.com)

COREinfo List: www.niso.org/lists/coreinfo