Statewide Resource SharingStatewide Resource Sharing

Future Plans for WISCATFuture Plans for WISCAT andand

Linked SystemsLinked Systems

Reference and Loan Library – Madison

June 26, 2001

2

Library Information Technology Advisory Committee – Activities

Listed and ranked technology-related activities to be planned and implemented

Reviewed timeframes, plans and visions for WISCAT Linked Systems

Prior to distribution, reviewed division paper “Update on Technology and Resource Sharing”

Full committee reviewed WISCAT RFP process Established WISCAT subcommittee

3

Library Information Technology Advisory Committee – Activities

Reviewed five discussion papers* related to technology and resource sharing

InternetAutomated systemsLinked systemsWISCATInterlibrary loan

* Papers were generated as part of the committee’s ranking activities.

4

Library Information Technology Advisory Committee – Activities

Discussed comparison of union and virtual catalog technologies

Reviewed results from focus group with school librarians

Developed list of desirable features for a future information access and delivery service for Wisconsin libraries and residents (in progress)

5

Library Information Technology Advisory Committee – Activities

Reviewed statewide resource sharing projects in California Colorado Connecticut Illinois

Iowa Louisiana Pennsylvania Texas

Had demonstrations from three top vendors Auto-Graphics Fretwell-Downing The Library Corporation

6

Library Information Technology Advisory Committee – Activities

Recommendations from May 16 meeting Include a Z39.50 union catalog as part of a future

linked system project Consider WISCAT and Linked Systems projects

together Division should proceed with vendor or vendors that

will help make the transition towards linked systems• The timing of such a transition cannot be determined

before linking systems is initiated and later evaluated

7

WISCAT RFP Process

RFP process required by Dept. of Administration RFP reviewed by LITAC’s WISCAT

subcommittee Received seven responses RFP Review Committee

Read and ranked proposals Talked to references Viewed vendor demonstrations

The review process yielded three finalists

8

WISCAT RFP ProcessMay 2001

Held open vendor demonstrations for top three vendors

LITAC discussed vendor demonstrations and products at its May meeting

RFP Review Committee completed final ranking at end of May

9

RFP Review Committee Recommendations

Committee recommended two vendors Auto-Graphics to provide

• Batch and online updating of the union catalog• Web access • ILL request creation

Fretwell-Downing to provide• Interlibrary loan management

10

Auto-Graphics: Key Features

Web-based union catalog Web-based interactive updating Batch updating (done by RLL staff) Server located in Wisconsin (UW campus-WiscNet) Z39.50 (server) Serials union list Authority control

11

Auto-Graphics: Key Features

Staff interlibrary loan request creation (via Web browser) Optional functionality - Patron ILL request creation

(mediated or unmediated)

Ability to transfer interlibrary loan requests to Fretwell-Downing

Industry standard database structure (SQL) Reports and statistics Statewide license that covers use by all libraries

12

Fretwell-Downing: Key Features

Interlibrary loan management system Z39.50 searching of

local automated systems WISCAT

Automated routing of interloan requests via rule-based holdings lists

13

Fretwell-Downing:Key Features

Compliant with ISO interlibrary loan standard Ability to send or receive requests from OCLC

and other ISO compliant systems Staff interlibrary loan request in Z39.50 mode

Optional functionality - patron interlibrary loan request in Z39.50 mode

14

Fretwell-Downing: Key Features

Electronic document delivery management (Ariel)

Email alert to notify user of materials arrival Library document supplier directory Industry de facto standard database (ORACLE)

Report generation Statewide license that covers use by all libraries

15

Fretwell-Downing:Key Future Features

Planning for placement of holds when standards are available Fretwell-Downing is on NISO’s NCIP committee

Possibility to link from requests in WISCAT to local systems

16

Some Issues to Address

There is a need to Use Linked System funding to procure Fretwell-

Downing Have transition time when Brodart and Auto-

Graphics services may overlap Have close cooperation from all parties to work in a

multi-vendor environment Address the linking of individual and shared

systems in the context of• Capabilities of the vendors’ products• Current interloan policies and procedures

17

Transition Steps: July - October 2001

Provide older copy of full WISCAT file to Auto-Graphics

Test loading and batch update processes Test interactive update processes Test serials union catalog update processes Load June update when available in September

18

Transition Steps: July - October 2001

Discontinue updating WISCAT databases with Brodart

Allow libraries to continue to use the Brodart client to create update transactions

Apply Brodart client transactions to Auto-Graphics file Work with Auto-Graphics on file format and logistics

of this process

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Transition Steps: October - December 2001

Review and accept Auto-Graphics union catalog conversion

Install and configure Fretwell-Downing software for interlibrary loan

Test process of transferring requests from Auto-Graphics to Fretwell-Downing

Set-up test libraries for Fretwell-Downing interlibrary loan process

20

Transition Steps: October - December 2001

Library and system staff training Migrate libraries from QuILL to Fretwell-Downing

interlibrary loan management software Test ISO capacity with OCLC and DOCLINE Review/modify interloan procedures and

protocols

21

Transition Steps:Moving Towards Linked Systems

Determine order for working with libraries that want to connect using Z39.50 searching

Begin to configure Fretwell-Downing for Z39.50 searching of shared/local online catalogs

Test Z39.50 configuration with local/shared systems Work initially with three library systems Expand to more libraries when feasible

22

Transition Steps:Moving Towards Linked Systems

Test Z39.50 searching as a means of creating interlibrary loan requests

At a later date Evaluate the use of Z39.50 searching and related

interlibrary loan processes in a high volume environment