INN-REACH Resource Sharing Sandy Westall Vice President for

INN-REACH Resource Sharing Sandy Westall Vice President for Library Service Innovative Interfaces Inc.

Why Resource Sharing? • You don’t own all material wanted by your patrons • You don’t have enough funds to buy everything • You don’t have space to house it all • You don’t have the staff to buy, process, catalog, and shelve it all © Innovative Interfaces, Inc. 2004

Why INN-Reach? • Easy for your Patrons • Fast Delivery • Easy for the Staff • Cost Effective © Innovative Interfaces, Inc. 2004

INN-Reach Process • Patron Requests • Lending Library Supplies • Borrowing Library Receives • Item Circulates to Patron • Borrowing Library Returns Item • Lending Library Receives Item Easy to Understand Easy to Execute © Innovative Interfaces, Inc. 2004

Using INN-Reach The User Experience

Testimonial “This is the way it should be. I can look and get it, see it and order it. This is what I dreamed a library would be. Now I can find everything I need at the Albany Library” LINK+ User

Click on INN-Reach button to automatically search INN-Reach catalog Title Not Found at your library

Click link to request item

Patron selects their library

Information verified at patron library

System Selects Copy and Confirms Request

Results and Impact

INN-Reach Users Love It! “Research projects have gained depth and quality. ” “This service is just about the best service that any researcher or scholar could expect – the very best… it levels the playing field with my colleagues across the country. ” “Sweet” -student reaction Quoted with permission from MOBIUS News. Link Winter 2001/Winter 2002 © Innovative Interfaces, Inc. 2004

Why INN-Reach Success? • Powerful Search Tool • Fast Response • Consistent Info • Current Data • Modern Design • Self Service Patron -initiated requesting • Fast user verification and user notification • Quick Turnaround • Effective and easy staff processing • Cost Effective Efficient, positive experience for both patrons and staff © Innovative Interfaces, Inc. 2004

Traditional ILL vs. INN-Reach: Jefferson County, CO Cost Study OCLC or Statewide System INN-Reach Borrowing Cost $31. 28 $2. 02 Lending Cost $8. 16 $1. 50 © Innovative Interfaces, Inc. 2004

ILL Borrowing Mediated Patron Initiated (theoretical) Orbis (actual) Unit Cost $18 -$30 $2 -$15 $3 Fill Rate 86% 84 -89% Turn. Around 9 days 2 -8 days 2. 9 days © Innovative Interfaces, Inc. 2004

Impact of INN-Reach on ILL Linfield College: Comparing ILL and Orbis Borrowing Over Three Years © Innovative Interfaces, Inc. 2004

Without Load Balancing BEFORE With Load Balancing AFTER

DESIGN & ARCHITECTURE

Primary System Components • Single, searchable catalog – Data from multiple Libraries & multiple Servers – Combined index to data • broad range of access points – Bibliographic Records & Detailed Holdings • Patron-Initiated Circulation – Empower the user – Circulate materials from & to all partner libraries © Innovative Interfaces, Inc. 2004

INN-Reach Catalog Database • Union Catalog • Automatic Updating of data in Union Catalog – Each transaction on local system transmitted to INNReach Catalog • Library Options – Suppression of Records – Non-Contribution of Records – Mapping of data • BCODES • Exclusion of local fields • Options for 856 links © Innovative Interfaces, Inc. 2004

Architecture INN-REACH SERVER millennium Bibliographic Authority Institution Item Patron Order Course Bibliographic Authority Item Order Checkin Patron Course Checkin © Innovative Interfaces, Inc. 2004

INN-Reach Resource Sharing • Superior ILL – Based in Circulation for Returnables • Transactions via circulation • Two modes • Remote Requesting: user-initiated – Sophisticated, automatic item selection by INN-Reach central software – Based on availability & request load balancing – Regional and Type of Library groupings • On-site Direct Loans • Extensive Circulation functions • Includes Notices, Holds, Renewals, Recalls • Item tracking • By both user library and owning library © Innovative Interfaces, Inc. 2004

Patron Verification • Patrons verified on local system – – No storage of patron data on INN-Reach Local System vouches for patron Local System can block patron Local System identifies patron type • SSL Capabilities – Patron Workstation to INN-Reach Server – INN-Reach Server to Local Server © Innovative Interfaces, Inc. 2004

Lending/Borrowing • Owning Site Lends to Borrowing Site • Borrowing Site Lends to Patron • Circulation Based, using – – Patron Types Item Types Locations Circulation Rules • Generalized Codes and Rules – – Mapping Tables for Items Mapping Table for Patrons Site Codes for Locations Circulation Rules Designed for Common Types © Innovative Interfaces, Inc. 2004

Lending/Borrowing Patron Item Circulated Local System Patron Verified Request Filled Local System Patron Request INN-Reach Catalog Server Record Contribution © Innovative Interfaces, Inc. 2004 Item Request Item Sent Local System

Network Architecture

© Innovative Interfaces, Inc. 2004

Network Environment Local System API Local System INN-Reach API DCB Server Client Local System © Innovative Interfaces, Inc. 2004

INN-REACH Features and Options

Catalog Features and Options • • Union Catalog of all users Built in Real-Time Extensive indexing Full suite of Web. OPAC features • Detailed holdings data – Actual circulation status – On order/in process – Serials Holdings • Transfer search from local catalog to INNReach, no re-keying • 856 options for placement of links • Automatic de-duping options • Suppression options • Non-contribution options • BCODE mapping options • Multiple load queues for optimal throughput • Load & overlay priorities © Innovative Interfaces, Inc. 2004

Resource Sharing Features & Options • Self-service patron initiated requesting • Verification against system of patron • SSL during verification • Request Load Balancing • Request Group Priorities • Visiting Patron borrowing • Multiple Pickup Locations • Patron placed holds • Holds options for automatic decision • Circulation controls over lending • Paging Slips • Notices of various types – pickup, overdue, etc. • Notices by patron’s preferred method – email, print, telephone • Patron renewals at either borrowing library or owning library • Return at either borrowing library or owning library • Owning library recalls © Innovative Interfaces, Inc. 2004

Resource Sharing Features & Options • ITYPE & PTYPE mapping to generic codes • Automatic creation of temporary records • Automatic indexing of temporary records • Automatic deletion of temporary records upon completion • Request transfer to another item at owning site • Automatic transfer of request to another site if supplier cannot fill • Requesting and Fulfillment statistics • Statistical data downloads • Multiple Libraries/Agencies on a Server act independently • Pickup Anywhere / Distance Learning Module • Requesting to own site as well as other sites • In development: NON-RETURNABLE MODULE © Innovative Interfaces, Inc. 2004

INN-REACH Consortial Usage

INN-Reach Systems 19 INN-Reach Systems – Thousands of Users Nationally-based INN-Reach: Interstate Access. Law In. Mich SUMMIT Maine Info. Net Connect NY LINK+ PROSPECTOR MOBIUS San Diego Circuit Houston Area International INN-Reach: Spain, Hong Kong Australia, UAE © Innovative Interfaces, Inc. 2004 C/W MARS Ohio Access. PA In. Rhode LINK

Design Fundamentals • Consortial agreement –Among trusted partners –No transaction fees to users or libraries –Commitment to process and supply –Courier service for fast delivery • Consistent lending policies –Circulation module executes policy –Lending to patron managed by patron library © Innovative Interfaces, Inc. 2004

LINK+ Requests Six Year Comparison of Total Requests © Innovative Interfaces, Inc. 2004

Colorado Prospector Ft. Lewis College Collection Increases 20 -Fold In thousands © Innovative Interfaces, Inc. 2004

© Innovative Interfaces, Inc. 2004

Thank You!