february 2009 er&l conference update jeff aipperspach senior product manager serials solutions
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February 2009ER&L Conference Update
Jeff AipperspachSenior Product Manager
Serials Solutions
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Review of Goals History Participation Status Report Next Steps
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An effort to build on the White Paper published by Medeiros et al regarding acquisitions-related data elements for exchange between ILS, ERMS, and other systems
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ERMS customers want to be able to look up acquisitions information while working in their ERMS
Leverages data investment in individual modules, shares rather than duplicates
Realization that single ILS hegemony is giving way to a multi-vendor environment
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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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Ed, Jeff, and Ted surveyed various ERMS and ILS vendors to determine feasibility
Picked CORE as acronym
Discussed goals at ER&L 2007, 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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NISO Business Information Topic Committee approved CORE Working Group
Solicitation of members began
First meeting: August 6, 2008
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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) Rafal Kasprowski (Rice) Gracemary Smulewitz (Rutgers) Candy Zemon (Polaris) Karen Wetzel (NISO) Mark Wilson (retired; XML
advice)
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Not just ERMS <-->ILS exchange but broader applications exist (vendors, agents, 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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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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Two levels of query/response Cost information only Cost information + Order and 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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(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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Delivers the CORE payload Web services can be used as the
‘envelope’ Real-time cost/information retrieval is
possible using CORE, not just static system generated reports
Also allows adopters to leverage existing options – FTP, tape, SOAP, etc.
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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 9-12 months
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Vendors will write their applications to use CORE and transport mechanism
Vendors report problems to Working Group; Working Group considers solutions
Possible additional drafts/updates
End of 2009: Final Standard
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Cost data pulled into ERMS from other systems
End duplicate data entry in multiple systems
Institutional identifiers can help in automation of data transfers such as CORE
Project COUNTER will benefit from clearly defining usage by specific institutions and access to title level cost information
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Karen Wetzel, Cynthia Hodgson and NISO for their support
The Working Group for their participation, tenacity, and willingness to work hard on CORE
Mark Wilson for his work on XML
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Ted Koppel ([email protected])
Ed Riding ([email protected])
Informationhttp://www.niso.org/workrooms/core Interest Grouphttp://www.niso.org/lists/coreinfo/