ursa 4.1 0verview northwest pacific codi august 5, 2005 northwest pacific codi august 5, 2005
TRANSCRIPT
URSA 4.1 0verviewURSA 4.1 0verviewURSA 4.1 0verviewURSA 4.1 0verview
NorthWest Pacific CODINorthWest Pacific CODIAugust 5, 2005August 5, 2005
NorthWest Pacific CODINorthWest Pacific CODIAugust 5, 2005August 5, 2005
AgendaAgenda
• URSA 4.1 Highlights
• Placing Requests
• Managing Requests
• Administration & Setup
What is URSA 4.1?What is URSA 4.1?
• New model for resource sharing– “Extended circulation”– Most automated product available– Uses standards to streamline tasks– Allows staff to focus time on “difficult”
requests
• Designed for consortia, statewide projects and single libraries
URSA Speeds DeliveryURSA Speeds Delivery
0
2
4
6
8
10
Days to Fill Request
TraditionalInterlibraryLoan
URSA(unmediated)
URSA Reduces CostsURSA Reduces Costs
0
5
10
15
20
25
30
Cost per Request
TraditionalInterlibraryLoan
URSA(unmediated)
URSA Workflow OptionsURSA Workflow Options• Automated
– Patron initiated requests– Streamlined request management– Interoperation with circ
• Traditional– Staff or patron initiated– Mediated request management
• Hybrid– Staff or patron initiated– Mediate at borrowing or lending or both– Mediate by user type
Patron Initiates Request
URSAURSAPLACESRequest
PLACESRequest
Lending LibraryLending Library
Checks home libraryChecks profiles
Finds available item
Places Hold via NCIP
Searches online catalogs via
Z39.50
Accept OPTIONAL
Accept OPTIONAL
URSA Automates Request Management
ApproveOPTIONAL
ApproveOPTIONAL U
RSA4.0
URSA4.0
Lending LibraryLending LibraryUser’s LibraryUser’s Library
ReceiveReceive
ReturnReturn3
2
FillFill
CompleteComplete
1
4
New Request
4 simple steps --
compared to 12 or
more steps in traditional processes
User
Searches
Submits Request Lending Library
Found
BorrowingLibrary no yes
Places RequestPlaces hold for Borrowing Lib
URSA
Places hold atfirst lender for
borrowing library
Receives Item
Returns Item
Fills Request
Complete Request
Checks out toBorrowing Library
Checks inLoaned Item
Checks in item &deletes bib
Notifies user
Creates hiddenBib/Item & puts on
hold for user
Staff pull helditem & take to
URSA
URSA Interoperates with Circulation
Dynix InteroperabilityDynix Interoperability
• URSA uses standards– Z39.50 Searching
Search a wide variety of automation systemsReturn bibliographic and holdings information
– NCIP Links to ILSTested with Endeavor, Ex Libris, Polaris,
Horizon, Sirsi, and TLC; others scheduledProprietary links with DRA, Dynix, III & others
– ISO ILL for traditional ILL resources– HTTP/HTTPS and other web standards
URSA 4.1 StatisticsURSA 4.1 Statistics
• Cross-tabulated activity reports– Consortia & library systems see summary
• Detailed Borrowing & Lending reportsTotal requestsFilled, unfilled number and percentageTurnaround times
• Copyright report• Lender Fee report• Export and customization
– Select desired format (xls, pdf, html, xml, & comma delimited
– Customize in application of choice– Adapter for Web Reporter allows more customization,
scheduling and graphical reports
Technical OverviewTechnical Overview• Ultra-thin Swing client
– Java-based – Download from web– Automatically updates when launched– Configurable by staff– Size comparable to web browser– Windows 2000/XP, MAC, Linux
• ASP professionally hosted– Full redundancy– Expandable & repairable without downtime– Up-time guarantees– Backups, upgrades, etc. done by Dynix
Current URSA CustomersCurrent URSA Customers• New Hampshire State Library• Marina (Maryland State Library)• North Bay Cooperative Library Service• Tampa Bay Library Consortium• Boston Network (incl. MA State Lib)• MiLE (Michigan)• MidWisconsin Federated Library Services• Nioga (NY)• Capital District Library Consortium• Rochester Regional• PALCI (Pennsylvania Academics)• Borrow Direct (“Ivy League” Academics)• Boston Library Consortium
