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Transparent to the User: User-Initiated and Mediated Resource Sharing Services Mary E. Jackson Product Manager, Resource Sharing Northwest ILL & Resource Sharing Conference September 20, 2007

Transparent to the User: User-Initiated and Mediated Resource Sharing Services Mary E. Jackson Product Manager, Resource Sharing Northwest ILL & Resource

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Transparent to the User:User-Initiated and Mediated Resource Sharing Services

Mary E. JacksonProduct Manager, Resource Sharing

Northwest ILL & Resource Sharing ConferenceSeptember 20, 2007

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Overview of Presentation

• Provide a high-level overview of the emerging resource sharing environment

• Use AGent Resource Sharing as an example of the transparency

• Illustrate how standards are key, but need to be invisible

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Transparent

“A term used to describe computer hardware or software that works so well and is so easy to use that its underlying complexity, or the means by which it performs its work, is invisible to the user.”

Microsoft TechNet

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Transparent to the User

• Available where ever they are

• Single search interface

• One “I need this” button

• Invisible suppliers

• Fast, predictable delivery

• Consistent loan periods, no fees, no rules

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Emerging Service Model

• Item not held locally, in use, or perhaps just inconvenient to access

• Circ. hold placed in one or more shared or virtual catalogs

• Unfilled request moves seamlessly to mediated environment such as OCLC WorldCat Resource Sharing, Docline, AGent Resource Sharing, etc.

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Standards are Key but Must be Invisible

• Z39.50 for discovery

• OpenURL for discovery

• SIP2 for authentication

• NCIP for interaction between Circulation and ILL

• ISO ILL for communication with trading partners

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NCIP

• NISO Circulation Interchange Protocol

• ANSI/NISO Z39.83-2002

• Defines a set of messages between and among computer-based applications to: Authenticate users Support direct consortial borrowing Enable circ. and ILL systems to share

information and update requests

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NCIP does not…

• Define circulation functions or policies

• Define the user interface of the circulation or ILL applications

• Support discovery (i.e., searching)

• Replace SIP2 – it expands SIP2 functionality

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CILL Profile

BorrowingCirc. Applic. Lending

Circ. Applic.

Links

ItemItem User

Links

BorrowingISO ILL

User

LendingISO ILL

ISO ILL

NCIP CILLNCIP CILL

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NCIP Limitations

• From the Library perspective: Not all ILS implementations support NCIP Your trading partners may not have NCIP-

enabled system NCIP may be an optional, and expensive,

module that a library needs to purchase Vendor may not have firm date for release

of NCIP-capable module

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NCIP Limitations

• From the ILS/ILL vendor perspective: Many, but not all, vendors support NCIP Some vendors prefer proprietary solutions No vendor completely supports all three

Profiles: DCB, CILL, Self-Service Many vendors support some messages in

some of the profiles Testing between vendors can be slow

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When Inquiring About NCIP

Ask Questions of Potential Vendors: With whom are you testing? Which roles do you support?

Initiator or Responder

Which profiles do you support? Self-service, DCB, CILL, Patron Authentication

Which messages do you support as an Initiator and as a Responder?

Which customers are using NCIP in a production environment?

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Practical Applications

• Enable libraries of all sizes and types to participate in resource sharing, regardless of their ILL or ILS systems

• No per-transaction fees

• A low-cost physical delivery system is a must

• Geared toward loan requests

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Practical Applications - 2

• Converts some mediated ILL transactions to unmediated circulation transactions Eliminates record keeping, and thus staff are freed

to focus on other tasks and responsibilities Reduces the cost of a filled transaction from

$26.77 to $6.16 Improves lending fill rates from 58% to 85% Reduces turnaround time from 7.6 to 2.5 calendar

days

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Look for Resource Sharing Tools That Support

• User-centric focus: easy to use, where they are, etc.

• One search interface to multiple resources• A single “I need this” button• Multiple, invisible, and eager suppliers• Integrated physical and electronic delivery• Consistent loan periods, no fees, no rules• Supports mediated (ISO ILL), unmediated

(NCIP/SIP2), and blended (NCIP/ISO ILL) services

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Thank You. Any Questions?

Mary E. Jackson

Product Manager, Resource Sharing

Auto-Graphics, Inc.

[email protected]

909/569-1507