Resource Delivery Focus OCLC PICA Janifer Gatenby 7
Resource Delivery Focus OCLC PICA Janifer Gatenby, 7 th Nordic NVBF- ILL Conference, Elsinore, Denmark 1 -3 October 2006
• Changing environment • Standards and interoperability • OCLC PICA Services and Products • The Future 2
Re-thinkers Policy Framework User Needs Whom We Serve What We Deliver / Offer How We Offer / Deliver Interop Group Our Vision Best Practices, Policies, Manifesto Business Model Meeting 1 Chicago November 2005 Meeting 2 Denver February / March 2006 Meeting 3 San Antonio April 2006 ELAG WG 25 -27 April 2006 Bucharest, Romania 3 Changing environment
User Needs • 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, e. Bay, Netflix 4 Changing environment
Get it !! Web browser plug in 5 Changing environment
Referral open. URL Web page Locations Alternatives Policies SRU / LDAP Union Library cat x. ISBN Union Library cat Register Get it!! Availability & user information Web OPAC UI Get it!! SRU NCIP Web OPAC UI Get it!! ƒ Resource delivery 6 Changing environment
Policy challenges and recommendations • Move to unmediated request & delivery – Make user J – Cheaper process • Registration – make it easier – On a national scale – Online registration - “on the spot” – Recognize frequent users 7 Changing environment
Levels of Mediation of User’s request unintrusive User request Authentication, Authorisation Authorised by the library Anonymous Request mediated by the library User or program defines rota Payment By library, no payment By user via e-commerce Delivery home, office, email , URL + To library, user picks up Return Via user’s home library Mediated Unmediated Direct or no return 8 Changing environment
Policy challenges and recommendations • Broaden delivery options – Indicate relative rareness “request relevance” • Digitise on demand, reference lookup – Purchase if cheaper than ILL • Charge instead of “no” (Make user J) – Innovative ways to reduce costs – floating stock – Pay. Pal for return deposit 9 Changing environment
Resolution and Delivery Wanted Item Digital Free Physical Licensed In Print Out of Print In Copyright Access Restricted Out of Copyright Link, Resolve, Copy Loan, Digitize, Index, Authenticate / Authorise, Purchase / Pay, Lookup 10 Changing environment
Digitisation on Demand • Use EROMM / Directory of Digital Masters • Portion of EDL (European Digital Library) funding €€€ for DOD (Digitisation on Demand) 11 Changing environment
Policy challenges and recommendations • Liaison with archives – Collections overlap… therefore – Overlap reference, supply (and payments) services – Avoid referral, re- authentication etc. , • Do instead 12 Changing environment
European Best Practices • Direct delivery to user’s address – Denmark, Germany • Digitisation on Demand – e. Ten DOD (15 countries) • National registration & Floating stock – Netherlands (trains, beaches) 13 Changing environment
Interoperability Worldcat. org RDS Email, proprietary Open. URL RSM ISO ILL, Artel + Get it!! Screen scrape, proprietary RDS LDAP, Shibboleth, Athens, A Select + Z 39. 50, SRU ID Mgt Proprietary SIP 2, NCIP, GEDI Scanning system SRU + holdings ILS schema ILS ILS Screen scrape, proprietary 14 Standards and Inter-operability
Standards Needed • Request Submission Message – Focus on request transfer from discovery points – Request transfer rather than synchronisation of systems • Holdings Schema – ISO TC 46 SC 10 15 Standards and Inter-operability
Request Submission • Open. URL schemas – Requester – Requested item (referent) – System on which request was made (referrer) – Service requested (service type) • Loan, copy, lookup etc. 16 Standards and Inter-operability
Holdings Schema • Mixes Static and dynamic information • Responds to – holdings availability queries (policy, conditions and physical availability) – Holdings usage queries 17 Standards and Inter-operability
Discovery Universe Portals OPACs Worldcat. org +++ VDX CBS systems & Union Catalogues VDX VDX Delivery Universe World. Cat RS nuc national / regional services nuc BLDSC Subito CISTI Doc Del 18 OCLC PICA Focus
Worldcat. org • Open access to all World. Cat – 71. 5 million + bibliographic records – 1, 000 million + holdings • Builds on Open World. Cat – Links in from Google, Yahoo, Microsoft, Ask, Booksellers, Encyclopaedias etc. 19 OCLC PICA Focus
Worldcat. org 20 OCLC PICA Focus
VDX – Centralised architecture • One shared transaction store, union catalogue as main source • One shared transaction store, multiple targets • Examples: – NLNZ VD X End – Unity UK VD X lib CBS lib 21 OCLC PICA Focus
VDX - Distributed architecture • Multiple transaction stores & multiple targets • Examples – Australia, lib VD X lib Union cat VD X lib 22 OCLC PICA Focus
Linking Resource Sharing Islands 23
CBS Architecture • Central union catalogue • Centralised Request mgt • Most requests within the system • Examples: 24 OCLC PICA Focus
Combining 2 expert teams • VDX strengths – Multiple architectures – External interoperability – Multiple work flows • CBS strengths – Multi-lingual – End user access models – Statistics & financial management Interoperation with OCLC • Requests • International Library directory • IFM – International Fee Mgt • Integration with Worldcat. org 25 OCLC PICA Focus
World. Cat. org – in progress Get it!! 26 OCLC PICA Focus
Trends we’re following • Request brokering – Too hard basket – Resolving international request and delivery • 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 – Weeding & central storage 27 Future
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