international resource delivery - oclc & oclc pica janifer gatenby, oclc pica contactdag 5th...
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International Resource Delivery - OCLC &OCLC PICAJanifer Gatenby, OCLC PICA Contactdag 5th October 2006
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• Changing environment• International Discovery to Delivery• Standards and interoperability • OCLC PICA Systems and Services • Trends
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Modern users
• Use Google, Yahoo, MSN ++• Amazon, eBay, Netflix• Search & find themselves• Register & order
– Internationally– Request home delivery
Changing environment
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• 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
User Needs
Changing environment
Challenge is to make library order and delivery on an International Scale as smooth as from Amazon etc.
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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
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Re-thinkers Policy Framework
Whom We Serve
What We Deliver / Offer
How We Offer / Deliver
Our Vision
Best Practices, Policies, ManifestoBusiness Model
User Needs
InteropGroup
Changing environment
Meeting 1 Chicago November 2005Meeting 2 Denver February / March 2006Meeting 3 San Antonio April 2006
ELAG WG 25-27 April 2006 Bucharest, Romania
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Get it !!
Changing environment
Web browser plug in
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LibraryWeb page
OPAC
Referral
openURLLocations
SRU
Alternatives
xISBN
Register
Get it!!
ƒ
Availability & user information
SRU NCIP
Union cat
Policies
SRU / LDAP
Resource deliveryChanging environment
Get it!!
Get it!!
LibraryUnion cat
Web UIOPAC
Web UI
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WorldCat.org – in progress
Get it!!
International Discovery to Delivery
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Statistics September 2006
33.2% increase in 1 month
32.1% increase in 1 month
International Discovery to Delivery
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• 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
in Worldcat.org
International Discovery to Delivery
Get it!!
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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
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Sweden 1999 – 2005:
loans 7%, copies 73%
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
International Discovery to Delivery
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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
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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
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Resolution and Delivery
Wanted Item
Digital Physical
Free In Print Out of Print
In Copyright Out of Copyright
Licensed Access Restricted
Rare Common
Link, Resolve, Copy Loan, Digitize, Index, Authenticate / Authorise, Purchase / Pay, Lookup
International Discovery to Delivery
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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
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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
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Linking Resource Sharing Linking Resource Sharing IslandsIslands
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Interoperability
Standards and Inter-operability
RDS
Scanning system
RDS
RDS
ILS
Get it!!
Worldcat.org
ILSILS
ILS
ID Mgt
Email, proprietary
Screen scrape, proprietary
Screen scrape, proprietary
Proprietary
Rights Mgt
ISO ILL, Artel +
OpenURL RSM
SIP2, NCIP,
SRU + holdings
schema
Z39.50, SRULDAP, Shibboleth, Athens, A Select +
GEDI
XACML
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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
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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
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Holdings Schema
• Mixes Static and dynamic information
• Responds to – holdings availability queries (policy,
conditions and physical availability)– Holdings usage queries
Standards and Inter-operability
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CBS systems &
UnionCatalogues
VDX
VDX
VDX
VDX
Discovery UniverseDiscovery Universe
Delivery UniverseDelivery Universe
CISTI
SubitoBLDSC
national / regional services
Worldcat.org
CISTI
Doc Del
nucnuc
nuc
WorldCat RS
OPACs
Portals+++
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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
liblib
lib
OCLC PICA Systems and Services
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VDX - Distributed architecture
• Multiple transaction stores & multiple targets
• Examples – Australia,
OCLC PICA Systems and Services
VDX
VDX
VDX
VDX
VDX
lib
liblib
lib
Union cat
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CBS Architecture
• Central union catalogue
• Centralised Request mgt
• Most requests within the system
• Examples:
OCLC PICA Systems and Services
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Interoperation with OCLC
•Requests – 2 way
•International Library directory
•IFM – International Fee Mgt
•Integration with Worldcat.org
Combining 2 expert teams
• VDX strengths– Multiple architectures– External
interoperability– Multiple work flows
• CBS strengths– Multi-lingual– End user access
models– Statistics & financial
management
OCLC PICA Systems and Services
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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
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• Liaison with archives– Collections overlap… therefore– Overlap reference, supply (and
payments) services– Avoid referral, re- authentication etc.,
• Do instead
Challenge:
Trends
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