International Resource Delivery - OCLC & OCLC PICA

1. International Resource Delivery - OCLC &OCLC PICA Janifer Gatenby, OCLC PICA Contactdag 5th October 2006

2. Changing environment • International Discovery to Delivery • Standards and interoperability • OCLC PICA Systems and Services • Trends

3. Modern users • Use Google, Yahoo, MSN ++ • Amazon, eBay, Netflix • Search & find themselves • Register & order • Internationally • Request home delivery Changing environment

4. 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, eBay, Netflix Challenge is to make library order and delivery on an International Scale as smooth as from Amazon etc. Changing environment

5. 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

6. Policy Framework User Needs Interop Group Whom We Serve What We Deliver / Offer How We Offer / Deliver Our Vision Best Practices, Policies, Manifesto Business Model Re-thinkers 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 Changing environment

7. Get it !! Web browser plug in Changing environment

8. Referral openURL Locations SRU Alternatives xISBN Policies SRU / LDAP Availability & user information SRU NCIP ƒ Web page Library Union cat Union cat Library Register Get it!! OPAC Web UI Get it!! Web UI OPAC Get it!! Resource delivery Changing environment

9. Get it!! WorldCat.org – in progress International Discovery to Delivery

10. Statistics September 2006 327,579 av. day from Google, Yahoo, MSN + 33.2% increase in 1 month 512,310 this mth clicks to libraries 32.1% increase in 1 month International Discovery to Delivery

11. in Worldcat.org Get it!! • 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 International Discovery to Delivery

12. 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

13. 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 Loans Copies • Sweden 1999 – 2005: • loans á 7%, copies â 73% International Discovery to Delivery

14. 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

15. 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

16. Resolution and Delivery Link, Resolve, Copy Loan, Digitize, Index, Authenticate / Authorise, Purchase / Pay, Lookup International Discovery to Delivery

17. 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

18. 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

19. Linking Resource Sharing Islands

20. Email, proprietary OpenURL RSM ISO ILL, Artel + XACML Screen scrape, proprietary LDAP, Shibboleth, Athens, A Select + Z39.50, SRU Proprietary SIP2, NCIP, SRU + holdings schema GEDI Screen scrape, proprietary Interoperability RDS Worldcat.org RDS Get it!! Rights Mgt RDS ID Mgt ILS Scanning system ILS ILS ILS Standards and Inter-operability

21. 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

22. 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

23. Holdings Schema • Mixes Static and dynamic information • Responds to • holdings availability queries (policy, conditions and physical availability) • Holdings usage queries Standards and Inter-operability

24. Discovery Universe VDX VDX VDX VDX Portals +++ OPACs Worldcat.org CBS systems & Union Catalogues Delivery Universe BLDSC WorldCat RS Subito CISTI nuc CISTI national / regional services nuc nuc Doc Del

25. 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 lib lib lib OCLC PICA Systems and Services

26. Multiple transaction stores & multiple targets Examples Australia, VDX - Distributed architecture VDX VDX VDX lib lib Union cat VDX VDX lib lib OCLC PICA Systems and Services

27. Central union catalogue Centralised Request mgt Most requests within the system Examples: CBS Architecture OCLC PICA Systems and Services

28. VDX strengths Multiple architectures External interoperability Multiple work flows CBS strengths Multi-lingual End user access models Statistics & financial management Combining 2 expert teams • Interoperation with OCLC • Requests – 2 way • International Library directory • IFM – International Fee Mgt • Integration with Worldcat.org OCLC PICA Systems and Services

29. 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

30. Challenge: • Liaison with archives • Collections overlap… therefore • Overlap reference, supply (and payments) services • Avoid referral, re- authentication etc., • Do instead Trends

31. Dank u wel