International Resource Delivery — OCLC OCLC PICA

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

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

Modern users • • Use Google, Yahoo, MSN ++ Amazon, e. Bay, Netflix Search & find themselves Register & order – Internationally – Request home delivery 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 Challenge is to make library order and delivery on an International Scale as smooth as from Amazon etc. 4 Changing environment

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. Long. Tail 5

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 6 Changing environment

Get it !! Web browser plug in 7 Changing environment

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

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

Statistics September 2006 33. 2% increase in 1 month 32. 1% increase in 1 month 10 International Discovery to Delivery

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

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? 12 International Discovery to Delivery

Loans Copies • Transport • Copyright – Cost and time • Security – Argues for mediated delivery – RLG & BL – stats – safer internationally • Payment – May dictate paper – Print & re-scan farce (ejournals) • Cost of digitisation – large OP materials • Payment Sweden 1999 – 2005: loans á 7%, copies â 73% 13 International Discovery to Delivery

Policy changes? - Incoming International Requests – Need to clearly divide collection • Relatively unique versus common • Knowledge from World. Cat – 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 14 International Discovery to Delivery

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) 15 International Discovery to Delivery

Resolution and Delivery Wanted Item Digital Free Physical Licensed In Print Out of Print Rare In Copyright Access Restricted Common Out of Copyright Link, Resolve, Copy Loan, Digitize, Index, Authenticate / Authorise, Purchase / Pay, Lookup 16 International Discovery to Delivery

System changes –CBS & VDX • Open. URL into CBS / NCC IBL & into VDX – already exists – Some changes of XML format • End user requests for World. Cat data – from Pi. Carta, Win. IBW & Worldcat. org • Usage of OCLC directory & IFM – CBS & VDX • Integration of new delivery options 17 International Discovery to Delivery

Digitisation on Demand • Directory of Digital Masters – http: //www. oclc. org/digitalpreservation/why/digitalre gistry/default. htm • Portion of EDL (European Digital Library) funding €€€ for DOD (Digitisation on Demand) ? ? – e. Ten DOD (15 countries) 18 International Discovery to Delivery

Linking Resource Sharing Islands 19

Interoperability Worldcat. org RDS Rights Mgt Email, proprietary Open. URL RSM ISO ILL, Artel + Get it!! XACML 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 20 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 21 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. 22 Standards and Inter-operability

Holdings Schema • Mixes Static and dynamic information • Responds to – holdings availability queries (policy, conditions and physical availability) – Holdings usage queries 23 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 24

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 25 OCLC PICA Systems and Services

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

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

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

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 29 Trends

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

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