Resource Sharing Development and

Challenge in Academic Libraries:

the Case Study of CALIS

Yao XiaoXiaCALIS Administrative Center ， PUL2010.10.21 ， shanghai

Outline

I. About CALIS

II. Achievements of CALIS

III. Challenge and Future development

IV. summary

I 、 About CALIS

About CALIS

China Academic Library & Information System

– One of the public service systems for higher education (the others are CERNET, CERS,CADAL)

– Funded by Chinese government– Under the leadership of Ministry of Education– Operated from 1998– A nation-wide academic library consortium

Goal– To promote, maintain and improve resource

sharing

– To organize Chinese academic libraries to build China Academic Digital Library (eduChina)

– To provide information services at a high academic level for teaching and researches

– To extend cooperation internationally

Development periods

• Phase I, 1998-2000China Academic Library & Information System (CALIS)

• Phase II, 2001-2005China Academic Digital Library & Information System (CADLIS): CALIS and CADAL( One million book plan between China and USA)

• Phase III, 2007-2011Under construction

II 、 Achievements

Achievements of CALIS

• One set of Standard and Criteria• Two pieces of mechanisms• Three tiered Service network• Four series of databases• Five series of systems • Six kind of services

1 、 A set of Standard and Criteria

•resource digitalization•digital preservation•resource management and administration•digital object description and categorization

•series of metadata and their interoperability•architecture of digital libraries and their interoperability•service patterns and quality control

2 、 Two pieces of mechanisms

• mechanism on Resource sharing– Policy: Centralize the funding to support the most

important things– Core:

• Literature sharing

• Human sharing

• Technology sharing

• Mechanism on research and development– Organized a research and development team– Cooperate with Peking University information

technology center, IT companies– Develop different kinds of application systems – Provide technical support to member libraries

3 、 Three tired service network

7 Regional Centers and 1 Defense information Center

21 Provincial Centers

Four National Resource Centers (Humanities & Social Science, Engineering, Medicine, Agriculture)

National Administration Center

Online Union Catalog Center Technical Center

22 Digital Library testbeds

one thousand academic libraries as members of CALIS

National CentersNational Centers

Regional CentersRegional Centers

Academic Libraries Academic Libraries

CALIS Service Network

The distribution of CALIS service centers

CALIS National Administrative Center (NAC)

• location: Peking University• responsibility :

• Constructing information resource and service architectures

• Providing policy,advisory and support• Overseeing sub_projects,• Handing routing management needs

4 、 Four series of databases

• Online Union Catalog database• CALIS current content of foreign journals• Thesis and dissertation database• Special collection databases

•3 millions metadata of bibliography books•More than 33 million holdings •Participant members more than 600

CALIS Current Contents of Western Journals

•36 millions metadata of titles from 34,000 western journals•holding data from about 500 academic, public institutional libraries •Linking with 64 imported databases

Self-built resources: Thesis and Dissertations

•Abstract : 200,000

•Full-text : 100,000

Self-built resources: digital special collections

•64 Special collection databases;•4M records;•1.7M full text

Self-built resources: e-reserves fulltext

•Metadata Titles:108,000•Full text: 20,000

5 、 Five series of systems

• Basic principle: decentralized archiving, decentralized processing and centralized utilization

• Creating advanced technical support platform– CALIS digital object processing systems

– CALIS digital object administration systems

– CALIS application systems and facilities

– CALIS digital library portal construction systems

– CALIS supporting systems

Architecture of technical platform

Portal BillingSSO

Unified Search Linking Server ILL & DDS

HoldingNetworkresourcesFull-text

Abstracts & Index

HeterogeneousResources

Federatedsearch

MetadataUnion DB

Union search

DRM

Policy

My Library

ProfileLinking

KB

6. Six Kinds of Services

Six Kinds of Services

• Union Catalogue

• Interlibrary loan and document delivery

• Resource integration and providing

• Virtual reference

• Digital library solution

• Training and consultation

www.calis.edu.cn

• CALIS resource and service promotion– Imported database user training

– Cataloguer training

– ILL and DDS service training

– Application system training

– Reference librarians training

• Librarian literacy training (under consideration)

Training

Cooperated database purchasing

Consortia Organized

• 554 times of consortia (2009)

历年集团采购资源现状

1 37 11

1825

39

5765 69

76

8796

0

20

40

60

80

100

120

1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

resourceshar i ng, donat

i on, f reeaccess

31%

sel fsubscr i pt i on

21%

others4%

cooperat i vepurchase

44%

Benefit analysis

• Expending Library resources• Saving money

– Lowering the price, Optimizing the price model

• Accelerating the development of medium /small libraries

• Help Publishers /database vendors improved service quality

– Resource integration, Providing special line /mirror site, setting up Chinese office /representative, Usage report

The Foundation of DRAA

III 、 Challenge and Future Development

• Sustainability– The relationship between Project development

and Service providing

• Service level– Provide service to all the academic libraries– Provide service to libraries and its end users

• Resource integration– Collect all the bibliographic records of member

libraries– Integration with most of the bibliographic system in

China

• Service integration– Improve Service quality and capability – integrate services of all the academic libraries– try informative services (science and technology

project assitance)

• System upgrading– SaaS: Software as a service

• Evaluation– Resource and service– Accelerating members development

• International Cooperation– Expending Resource sharing– Learn more successful experience

IV 、 Summary

• The Role CALIS played – Leader: Establishing Standard and Criteria– Organizer and Coordinator: Resource

development, training, ILL and DD, reference consulting

– “Vender” and Provider: digital library solutions– “Interface”: cooperated database purchasing

• The impact of CALIS to academic libraries– increasing the working efficiency in libraries;– Helping its members to offer better service to their

users and meet the increasing demands– developing strong program, advance the high

education environment– promoting the resource sharing action to a higher

level