prospector colorado horizon users group george machovec associate director colorado alliance of...

ProspectorColorado

Horizon Users Group

George MachovecAssociate Director

Colorado Alliance of Research LibrariesApril 21, 2006

george@coalliance.org

http://prospector.coalliance.org

Original Project Goals

• To create a regional union (global) catalog for many of the major academic and public libraries in Colorado & Wyoming

• To allow patrons to easily request items from other participating libraries and have them delivered to a nearby local library

Prospector Operations

• Operated out of offices for Colorado Alliance of Research Libraries by consortium staff

• Prospector Committees– Prospector Directors annual meeting

– Prospector Cataloging Reference Committee

– Prospector Document Delivery Committee (circ)

Participating Libraries – Academic/Special

• CU/Boulder (III)

• CU/Health Sci (III)

• CU/Colo Springs (III)

• Auraria Library (III)

• CU/Law Library (III)

• CSU (III)

• UNC (III)

• DU/Penrose (III)

• Mesa State College (III)

• DU/Law (III)• Colorado College (III)• Fort Lewis (III)• Regis Univ (III)• CSM (Voyager) • U of Wyo (Voyager)• Colorado State

Publications (III)• Center for Research

Libraries (III)

Participating Libraries - Public

• DPL (CARL)• Jefferson County

Public Library (III)• Arapahoe Library

District (III)• Aurora Public Library

(III)

• Boulder Public Library (III)

• Broomfield Public Library (III)

• Louisville Public Library (III)

• Fort Collins Public Library (III)

How is Prospector Built?

• Uses INN-Reach Union Catalog software from Innovative Interfaces Inc.

• Real-time updating of records from local systems

• Generic record concept

Prospector Database Size(in Millions)

0

5

10

15

20

25

1999 2000 2001 2002 2003 2004 2005 2006

Unique BibsItems

Database Size (April 2006)

• Current Database 6.7 million MARC records• Over 21 million item records• 65.31% of records held by 1 library• 12.77% of records held by 2 libraries• 6.67% of records held by 3 libraries• 5.13% of records held by 4 libraries• 3.61% of records held by 5 libraries• 6.52% of records held by 6+ libraries

INN-REACHServer

LocalSystem

LocalSystem

LocalSystem

LocalSystem

LocalSystem

LocalSystem

Environment

Record Types in Prospector

• Bibliographic records

• Item records– including circulation status codes

• Summary serial holdings records

• Order records

How are Bib Records Added?

• First match point is OCLC number.

• Secondary match point is ISBN or ISSN combined with title key match

• If a match occurs the encoding level is checked (highest prevails)

• If match occurs and encoding levels are equal then the precedence table is checked

Prospector Access

• Prospector Staff Website: http://www.coalliance.org/prospector

• Prospector System: http://prospector.coalliance.org

• Prospector Borrowing/Lending Statistics http://prospector.coalliance.org:4444/olinkpatrep/report2/0//?

Unique Features

• Multi-state (Colorado/Wyoming)

• Multi-library type (academic, public, special)

• Multi-system (III/CARL/Voyager)

Document Ordering

• User is prompted for affiliation, name and library card number

• System checks with local OPAC to ensure their good standing

• User selects pick-up location (options predefined by each library)

• The system does load balancing to determine who gets the request (users do not select)

Lending/Borrowing

INN-ReachCatalog Server

LocalSystem

LocalSystem

LocalSystem

LocalSystem

Patron Request

Item Circulated

Patron Verified

Request Filled

Item Request

Item Sent

RecordContribution

Document Ordering Features

• Libraries have local control over what items can be delivered

• Libraries have local control over which of your patrons can borrow

• If local copy is checked-out or missing it may be requested through Prospector

• System is sensitive to multi-volume sets so particular volumes may be selected

Primary Circulation Policy

• 21 day loan period

• 1 renewal

• Holds permitted but no recalls

• 40 requests/check-outs per person

• Delivery via existing courier

• Overdue fines and lost book fees are set by each local library

Additional Circulation Policies

• Media. 1 week, no renewals. To support sites who want to delivery videos, CDs and other special media. 1 week, no renewals.

• PASCAL Journals. 1 week, no renewals.

Use Statistics (Last 12 Months)

• Over 333,000 volumes were actually delivered

• 86.3% fulfillment rate

• Most common reason for non-fulfillment is that the item was not on the shelf

• Turnaround 3-4 days as most libraries pull & ship daily.

Prospector Lends

0

50000

100000

150000

200000

250000

300000

350000

1999 2000 2001 2002 2003 2004 2005

Deliveries

Volumes delivered

• 1999 – 9,794 (8 libraries for 5 months)

• 2000 – 39,754 (12 libraries)

• 2001 – 71,510 (14 libraries)

• 2002 – 100,000 (14 libraries)

• 2003 – 129,712 (17 libraries)

• 2004 – 272,768 (21 libraries)

• 2005 – 333,300 (21 libraries)

Prospector/Swift/OCLCReturnablesSource: Colorado State Library

0

20000

40000

60000

80000

100000

120000

140000

Q3/Q4 2003 Q1/Q2 2004

OCLCSWIFTProspector

Top Lenders in Prospector (by Volume)

October 2004-2005

0

10000

20000

30000

40000

50000

60000

JCPL ALD Aurora DPL FCPL CSU CUB

Lent

Top Borrowers in Prospector(by Volume)

October 2004-2005

0

10000

20000

30000

40000

50000

60000

70000

80000

JCPL FCPL ALD DPL Aurora CUB CSU

Borrowers

New Libraries added in 2006

• Colorado State Publications – January 2006

• University of Wyoming – April 2006

Adding non-III Libraries

• Direct programming to a proprietary API published by III– Difficult and expensive to do– We did it for DPL (CARL), CSM (Endeavor)

and the Univ of Wyoming (Endeavor)

Adding non-III Libraries

• Direct Consortial Borrowing (DCB)– Solution being developed by III– Allows INN-Reach systems to add non-

Innovative systems– Will be released in fall 2006– Being beta tested in Michigan where over 100

non-III libraries have been added in a statewide system (including Horizon libraries)

Direct Consortial Borrowing (DCB)

• It is an intermediate server that sits between your Horizon system and Prospector– It batch harvests bibs, items, circ transactions

and patron data (at least once per day)– It maps this data into an INN-Reach

understandable format and feeds it directly into Prospector

Direct Consortial Borrowing (DCB)

• One DCB server can support multiple libraries on different systems– Michigan supports >100 libraries on a single

server– III costs yet to be determined but based on

library size and number of branches

Costs for Joining Prospector

• DCB costs from III – yet to be announced

• Annual membership fee (varies year-to-year) but in the $8K-9K range

• One-time Prospector membership fee to help offset some of the embedded costs already expended

Some Prospector advantages

• Up and running for over 7 years• Professional managed by Colorado Alliance• Single physical union catalog. You always search

all libraries in one search• Super easy and fast for your patrons • You get access to all of the lendable items from

the major public and academic libraries – even private schools like Regis, Colorado College and DU!

Some Prospector advantages

• Article delivery integration with your link resolver (e.g. Gold Rush or other brand)

• High fulfillment

• Fast fulfillment

• Uses existing courier

Huge Success!

• Prospector is a huge success with both patrons and library staff!

• It is playing an important role in delivering materials in a time of declining budgets

• It leverages and promotes inter-institutional cooperation

• It is being used as a tool for shared collection development and other related projects