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Using institutional and library identifiers to ensure access to electronic resources

Using institutional and library identifiers to ensure access to electronic resources. Don Hamparian, OCLC Helen Henderson, Ringgold John Shaw, Sage Publications. NASIG 23rd Annual Conference “Taking the Sting Out of Serials” June 8, 2008. Identifiers. Library Identifiers/Codes ISIL

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Using institutional and library identifiers to ensure access to electronic resources

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  1. Using institutional and library identifiers to ensure access to electronic resources Don Hamparian, OCLC Helen Henderson, Ringgold John Shaw, Sage Publications NASIG 23rd Annual Conference “Taking the Sting Out of Serials”June 8, 2008

  2. Identifiers • Library Identifiers/Codes • ISIL • OCLC Symbol • MARC Org Code • Institution Identifiers/Codes • SAN • GLN • D&B • CEIHE

  3. California Postsecondary Education Commission - identifiers • ATP Code • Carnegie Classification Code • CCC College ID • CDS Code • CEEB Code • College Board Code • COSAR Code • CPEC Code • Dunn & Bradstreet Number • Federal Unit ID (IPEDS) • FICE Code • Institution Code • OPE ID • Record ID • School Code • Segment Code • System Code

  4. The Journal Supply Chain • Library inputs purchase order title-related information into local ILS • ILS order is sent to subscription agent • Agent enters data into its management system • Agent sends invoice to library • Agent sends confirming order to publisher (or publisher’s distributor) • Publisher (or distributor) checks order and price • Queries sent back to agent or forwarded to publisher • Agent corrects price or answers query • Publisher (or distributor) inputs data to fulfilment system and creates or updates the account • Publisher waits for payment from agent • Publisher receives payment • Publisher attributes payment to appropriate account • Publisher sends file of authorized accounts to hosting service • Hosting service sets up access file for authorized account and title • Library activates account or title for appropriate publisher.

  5. Problems • Name changes • Agent changes • Publisher changes • Hosting platform changes • Price changes • Bundle changes • License changes • Authentication changes

  6. Unique Identifier (WorldCat ID and secure HashID) Name (English and/or Native Language) Other standard identifiers e.g. ISIL, OCLC Symbol, SAN, NCES .. Electronic and Physical Location IP Address (secured for authorized retrieval) Library Services e.g. catalog url, virtual reference Deep links Relationships Contacts Search and retrieval Web Services WorldCat Registry

  7. WorldCat Registry A global directory of libraries, their locations, contacts, and the services they provide – 93,000 records Free for all libraries to maintain and share with partners Pre-populated with data we already have, augmented by libraries and partners Centralized data essential for delivering content and services more efficiently on the Web

  8. WorldCat RegistryUsage How Libraries Use the Registry Register OpenURL Resolvers Register IP Addresses for authentication Share their complete profile with selected organizations How OCLC Uses the Registry OCLC uses it to configure WorldCat Local OPAC ‘Deep’ Links for WorldCat.org fulfillment options

  9. Registry Example: Georgia Institute of Technology (http://www.worldcat.org/registry/Institutions/5090)

  10. WorldCat Registry Usage • How vendors use Registry data • OpenURL Gateway service • Read-only Registry Profile for customer data verification

  11. Ringgold’s Identify database & services • Institutional ID • Name in local language • Anglicized name • Location • Classification • Size • URL • Related institutions • Consortia membership • www.openidentify.com

  12. Identify & WorldCat RegistryPotential Intersections Study whether we can map WorldCat Identifiers to Identify Institution Identifiers Link for publishers from institutions, their libraries and contacts Link for libraries to publishers, their contacts and titles

  13. How publishers use Identify • Uniquely identifies institutions and their components • Groups publishers’ subscribers • Facilitates production of holdings lists • Defines consortia tiers • Facilitates de-duplication and data cleansing • Assists in integration of customer databases such as Fulfillment System and Online Platforms • Increases efficiency of transitions between participating publishers

  14. How publishers use Identify • So what does this mean? • Accuracy • Consistency • Clarity • Process • Ease • And that adds up to: • Better service • Better access • Better reporting • Improved sales and potential pricing

  15. How intermediaries use Identify • Agents can pass library information to publishers as single identifier • Hosting services can offer all institution accounts for activation

  16. Existing standards & guidelines • ICEDIS • Exchange of data between publishers and agents • ONIX • Products & Subscriptions • Online Holdings • Release notification • Linking ISSN

  17. New standards & guidelines • Project TRANSFER • KBART • I2 • CORE

  18. How these standards will help ease the pain • Agent & publisher agree price • Publisher identifies customer immediately & correctly • Publisher knows consortium membership & entitlements • Publisher transfers correct entitlements to hosting service • Publishers & libraries have the same information on holdings

  19. Questions & Comments Email hamparid@oclc.org helen@ringgold.com john.shaw@sagepub.com

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