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ER&L Conference 2011

ER&L Conference 2011. Bob McQuillan Senior Product Manager Innovative Interfaces. Introduction. CORE: C ost O f R esource E xchange Protocol (NISO RP-10-2010) NISO Recommended Practice. What Is CORE?.

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ER&L Conference 2011

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  1. ER&L Conference 2011 Bob McQuillan Senior Product Manager Innovative Interfaces

  2. Introduction • CORE: Cost Of Resource Exchange Protocol • (NISO RP-10-2010) • NISO Recommended Practice

  3. What Is CORE? • Defines an XML schema to facilitate the exchange of cost data and other financial information related to the acquisition of library resources between one automated system to another • Request / response model

  4. For Example … • Integrated Library System (ILS) acquisitions module (the data source and CORE responder) to an Electronic Resource Management System (ERMS) (the data recipient and CORE requester), both belonging to the same library • Book or serials vendor to a library’s ERMS (or ILS) • Transfer of cost and transaction data among members of a consortium • Any transaction partner to another that can benefit from the sharing of cost and library acquisitions-related data.

  5. Request / Response • Request • ERM • ILS • Response • ILS • Book/Serials Vendor

  6. Benefits • Cost data pulled into ERMS (or ILS) from other systems • End duplicate data entry in multiple systems • Institutional identifiers can help in automation of data transfer • Derive cost-per-use in ERM when tied with COUNTER usage statistics data

  7. Origins • DLF Electronic Resources Management Initiative (ERMI), Phase II (2008) • White Paper on Interoperability between Acquisitions Modules of Integrated Library Systems and Electronic Resource Management Systems (Norm Medeiros et al) • Several ERM and ILS vendors discussed feasibility at ER&L 2007, ALA and other venues

  8. Origins • NISO Business Information Topic Committee approved CORE Working Group • Solicitation of Working Group Members • 13 Vendors/Standards organizations • 6 Libraries • First meeting: August 6, 2008

  9. CORE Working Group • 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 Interfaces) • Kevin 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 University) • GracemarySmulewitz (Rutgers) • Candy Zemon (Polaris) • Karen Wetzel (NISO) • Mark Wilson (retired, XML advice)

  10. Objectives • Not just ERM-ILS exchange, but broader applications • Book/serials vendors, consortia, etc.) • Avoid duplicating work of existing standards (SOH, etc.) • Keep it simple and generic • Define the data – not the application!!

  11. Milestones • 2008 projects: • Use cases • Common needs, vocabulary, and data elements • Refined use cases to identify CORE elements • XML message structure, transport mechanisms • Draft Standard for Trial Use (DSFTU) published in March 2009 • NISO Z39.95-200x

  12. Milestones • NISO Recommended Practice published in August 2010 • NISO RP-10-2010 • CORE Standing Committee formed in September 2010

  13. COREStanding Committee • Ted Koppel (Auto-Graphics) - Chair • Kathy Klemperer (Harrassowitz) – Vice-Chair • Harry Kaplanian (Serials Solutions) • RafalKasprowski (Rice University) • Joyce McDonough (Columbia University) • Bob McQuillan (Innovative Interfaces) • Rose Nelson (Colorado Alliance) • Dani Roach (University of St. Thomas) • Clara Ruttenberg (University of Maryland)

  14. Solution • XML Schema defines the request and response mode payload • Simple and compact • Is the “payload” for any web service messages • CORE schema outlines repeatable fields, Booleans, etc.

  15. Request / Response • Two levels of request / response: • Cost information only • Cost information + Order/Product information • Three types of requests: • Request info for a single order • Request info for a single product • Request transaction info on all products • Queries can filter any of these by access (subscription) or fiscal year data range

  16. Transport Mechanism • Delivers the CORE payload • Web services can be used as the envelope • Real-time/cost information retrieval is possible using CORE, not just system generated reports • Also allows adopters to leverage existing options • E.g., SOAP, FTP, tape, etc.

  17. Request Elements • Requester ID • Order ID • Product ID • Customer ID • Access Period (subscription) data range • Payment Period (fiscal year) date range

  18. Response Elements • Requested data fields • Product ID/Product Name • Payment Amount, Payment Date, Currency • Publisher, Medium, Platform • Vendor, PO Number, Consortium ID • Order ID, Invoice Number, Invoice Date, Line Item Number, Quantity, Library Fund Code

  19. Industry Adoption • Vendors write their applications to use CORE • Standing Committee (SC) to monitor uptake of Recommended Practice • SC to provide support and outreach of protocol • SC to conduct annual review of the Best Practice document with aim to make future recommendation for re-release as a Standard publication

  20. More Information • Main Website: • http://www.niso.org/workrooms/core/coresc • CORE Protocol: • http://www.niso.org/publications/rp/RP-2010-10.pdf • Press and Presentations: • http://www.niso.org/workrooms/core/press/ • Contact Us: • coreinfo@list.niso.org

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