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NISO Circulation Interchange Protocol

Explore the background, progress, and challenges of the NISO Circulation Interchange Protocol, catering to user preferences such as easy and fast access. Learn about self-service features and the standard's scope.

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NISO Circulation Interchange Protocol

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  1. NISO Circulation Interchange Protocol A Standard in Development Pat Stevens, OCLC July 13, 2000

  2. Topics • Background • Work to date • Approach • Progress • Challenges

  3. What Do Users Want? • Simple access • Reliable, fast delivery • I.e., services like Amazon.com

  4. More Specifically... • Easy, powerful, one-stop search and find • “Request” requiring minimal keying • Ability to track request (e.g. UPS) • Guaranteed, fast delivery • Integrated management of their loans (from local collection and outside…)

  5. Make it Easy! (example) • John Smith - items charged: • British Art in the 20th Century Due 8/15/00 [borrowed from local collection] • Bradshaw, T. Bloomsbury Artists Due 7/30/00 [requested and borrowed directly from consortial partner] • Holroyd, M. The Art of Dora Carrington Due 7/15/00 [not in local collection or consortium; borrowed from unaffiliated library via traditional ILL] • Gombrich, E. History of Art Due 7/10/00 10:00 pm [E-book, charged for use online]

  6. Unaffiliated institutions Consortial Partners New Supply Models Local Library

  7. Vendors & Systems - potential uses of protocol ILS/ Circ Sys ILL ILL ILS/ Circ Sys ILS/ Circ Sys ILS/ Circ Sys Self Service

  8. The Standard and Scope • A repertoire of messages & associated rules of syntax and semantics • Between and among computer-based applications • to effect circulation • to support controlled access to certain electronic resources or other library services • Not to define circulation functions

  9. Supports 3 application areas • Direct consortial borrowing • Circulation/Interlibrary Loan Interaction • Self-service Circulation • The standard’s test bed • It must support these, may support others

  10. Standards environment • 3M Standard Interchange Protocol • ISO 8459-4:1997 Bibliographic Data Element Directory: Part 4: Circulation Application • ISO 10160/61 Interlibrary Loan Application Service Definition & Protocol Specification • ANSI/NISO Z39.50-1995 Information Retrieval: Application Service Definition and Protocol (ISO 23950)

  11. 3M SIP • De facto standard for self checkout • Extended to support other functions • Allows the committee to build from a base of practical applications • 3M and other vendors experienced with the SIP are active participants

  12. A Goal -- as possible • Use existing definitions and terminology • Permit developers to meld standards into a single application

  13. Technical Assumptions and Design Principles • Keep it simple and within purpose • Confirmed Service -- Pairs of messages • Initiation -- response pairs • Each message carries full context necessary for processing • Requires connection-oriented transport • Simple State Table • governs messaging not circulation

  14. Message Syntax, Transport Protocol and Encoding • Message Syntax and Encoding • Syntax -- XML DTD • Message encoding -- XML following DTD • Transport • To be decided at August, 2000 meeting • Directly on top of TCP/IP • Wrapped in another protocol

  15. 3 Service Types • Lookup tell me something about • Update please take an action • Notification I have taken an action

  16. Messages • about 3 things (objects) • Users • Items • Agencies (Libraries)

  17. Lookup Services • Lookup • Lookup Agency • Lookup Item • Lookup User • Authenticate User • Not Authorize User • Authorization request implicit in an update • Lookups require a Unique ID

  18. Lookup Response • Did not Understand Message • Understood Message • Cannot Supply Information and Reason • Can Supply and the Information

  19. Unique ID’s • Agency ID’s • Registration scheme • Value in Scheme • Example OCLC and OCLC Symbol • User ID and Item ID are compound • Include the Agency ID

  20. Update Services • CheckOut Item and Undo Checkout Item • CheckIn Item • Recall Item and Cancel Recall Item • Renew Item and Cancel Renew Item • Request Item and Request Item • Send User Notice • Typical Circulation Transactions

  21. Update Services continued • Create Agency and Update Agency • Create Item and Update Item • Create User and Update User • Update User Fiscal Account • Create Services used for new objects • Update Services include modify and delete

  22. Update Responses • Did Not Understand Message • Understood Message • Cannot take Action Requested with Reason • Did Take Action • Response includes information on action taken, • Examples: Due Date, Item or User ID

  23. Notification Services • Item CheckedOut • Item Checked In • Item Recalled and Item Recalled Cancelled • Item Renewed and Item Renewed Cancelled • Item Requested • User Fiscal Account Updated • User Notice Sent

  24. Notification Service ... • Agency Created and Agency Updated • Item Created and Item Updated • User Created and User Updated

  25. Notification Service Response • Did not understand message • Understood message

  26. Messages defined in a DTD • Each service has 2 messages • Initiation and Response • All messages have • Header and Body • Header provides identifying information • Body provides details • Extensibility a goal

  27. Checkout Message <NCIPMessages> <CheckOutItem> <InitiationHeader> <FromSystemID>data</FromSystemID> <FromSystemAuthentication>data</ FromSystemAuthentication> <FromAgencyID>data</FromAgencyID> <FromAgencyAuthentication>data</FromAgencyAuthentication> <ToSystemID>data</ToSystemID> <ToAgencyID>data</ToAgencyID> </InitiationHeader> <AuthenticationValue> <Ordinal>data</Ordinal> <AuthenticationInput>data</AuthenticationInput> </AuthenticationValue>

  28. Checkout Message continued <UniqueUserID> <UniqueAgencyID> <Scheme>data</Scheme> <Value>data</Value> </UniqueAgencyID> <Value>data</Value> </UniqueUserID> <UniqueItemID> <UniqueAgencyID> <Scheme>data</Scheme> <Value>data</Value> </UniqueAgencyID> <Value>data</Value> </UniqueItemID>

  29. Checkout Message continued <UserElementId> <UserElementName>data</UserElementName> <UserLookUpType>data<UserLookUpType> </UserElementID> <ItemElementId> <UserElementName>data</UserElementName> <UserLookUpType>data<UserLookUpType> </ItemElementId>

  30. Checkout Message continued <FeeAmountAcknowledged> <CurrencyCode> <Scheme>data</Scheme> <Value>data</Value> </CurrencyCode> <CurrencyValue>data</CurrencyValue> </FeeAmountAcknowledged> </CheckOutItem> </NCIPMessages>

  31. Approach • GOAL -- Draft Standard for Trial Use • Allow for implementations prior to ballot • Identify early implementers • Implementers invited to August meeting • Develop tests • Message level testing • Application level testing • DSFTU - August 2000

  32. Structure of standard • Protocol: services, high-level objects, message state • Cross Application profile: specifies encoding via XML schema for • messages, data objects, transport • 3 Application-specific profiles: • Self-Service, Direct Consortial Borrowing, ILL to Circulation

  33. Challenges • Allowing for local practice • Within libraries and consortia • Allowing for international use • Moving target • Technology • Library practice • Allowing for new applications

  34. Questions? pat_stevens@oclc.org

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