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Oct 15 NISO Webinar: 21st Century Resource Sharing: Which Inter-Library Loan Standard Should I Use?

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NISO Webinar: 21st Century Resource Sharing: Which Inter-Library Loan Standard Should I Use?

October 15, 2014
1:00 p.m. - 2:30 p.m. (Eastern Time)

Has “Rethinking Resource Sharing” Succeeded? – A Survey of Resource Sharing Protocols Ten Years Later
Ted Koppel, Product Manager, VERSO® ILS – Auto-Graphics, Inc.

Invisible Alphabet Soup: How Libraries Use a Variety of ILL Standards Everyday and Don't Necessarily Know It
Margaret Ellingson, Head of Interlibrary Loan and Course Reserves, Robert W. Woodruff Library, Emory University

Occams Reader and the Interlibrary Loan of E-books
Kenny Ketner, Software Development Manager, Texas Tech University Libraries
Ryan Litsey, Document Delivery/Interlibrary Loan Assistant Librarian, Texas Tech University Library

Published in: Education
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Oct 15 NISO Webinar: 21st Century Resource Sharing: Which Inter-Library Loan Standard Should I Use?

  1. 1. http://www.niso.org/news/events/2014/webinars/21st_century/ NISO Webinar 21st Century Resource Sharing: Which Inter-Library Loan Standard Should I Use? October 15, 2014 Speakers: Ted Koppel, Product Manager, VERSO® ILS – Auto-Graphics, Inc. Margaret Ellingson, Head of Interlibrary Loan and Course Reserves, Robert W. Woodruff Library, Emory University Ryan Litsey, Document Delivery/Interlibrary Loan Assistant Librarian, Texas Tech University Libraries
  2. 2. Has “Rethinking Resource Sharing” Succeeded? – A Survey of Resource Sharing Protocols Ten Years Later Ted Koppel Auto-Graphics, Inc. October 15, 2014 NISO Webinar: 21st Century Resource Sharing: Which Inter-Library Loan Standard Should I Use?
  3. 3. What insight do I bring? • One of the original authors of Rethinking Resource Sharing document • Member of IPIG (ISO 10160 standards group) • Member of NCIP Standards committee 2002-present (with a minor gap) • Co-Chair – SIP3 Working Group • Participant in various standards committees that promote interoperability • Worked in standards development and implementation with several ILS vendors
  4. 4. Brief Review – what was the RRS document?? • Document written by colleagues (mostly from IPIG group that had just worked on the 2002 revision) • NCIP was just getting going – not sure whether it would be implemented • Motivated somewhat by OCLC’s 2003 Environmental Scan – Pattern Recognition: – Self sufficiency – Satisfaction – Seamlessness
  5. 5. Motivators for RRS document • Uneasiness about what the 2003 ISO Revision did and didn’t do: • Still used ASN1-BER encoding • Minimal new functionality • Little business case to build to it • Promoted monolithic, centralized functionality on what was seen as a peer function • Didn’t significantly lower costs to libraries • Didn’t support unmediated ILL well
  6. 6. Rethinking Resource Sharing - Goals • More capable than previous protocols • Less expensive to develop (ILS and other providers • Easier to use • Easier to interoperate with ILS and other systems
  7. 7. RRS Ten Years Later • Rethinking Resource Sharing Initiative (organization: http://www.rethinkingresourcesharing.org) • Star checklist to vet and recognize libraries that meet various functional and procedural standards • Wrote and promoted RRS Manifesto • Awards for innovation • Involved in Discovery and Delivery initiatives
  8. 8. Concentration on Workflow • RRS efforts have largely been pointed to: o Workflow o Record keeping o Policies, policy-making and execution o Fee management
  9. 9. Jigsaw Puzzle of Resource Sharing • Discovery – has gotten much easier – Physical union catalogs continue to exist • Tennessee • Louisiana – 100% Virtual union catalogs • MassVC • Mississippi – Major recent trend in Hybrid state or consortium union catalogs: • Some / many virtual libraries, some physical
  10. 10. Jigsaw Puzzle (2) • Linkage between ILL and ILS systems – Do the ILL transaction using ILL mechanism (ISO 10160, proprietary) – Communicate with the ILS system using NCIP messaging to manage the resulting circulation transaction (CILL) – let ILS handle the hold pickup notice and the checkout – Reverse direction for an item to be returned – See: http://www.niso.org/publications/isq/2011/v23no4/jackson
  11. 11. ISO 10160, 10161, 10161-2 • Messages and protocol to enable ILL request / fulfillment process • Based on National Library of Canada’s ILL procedures circa 1985-1986 • 1991: ISO standard • 1997: 2nd edition, no significant changes • 2004: 3rd edition passed and then withdrawn • 2007: 2nd edition reconfirmed, no changes • 2014 : 2nd edition reconfirmed, no changes
  12. 12. ISO 10160, 10161, 10161-2 It works. • ASN.1-BER encoding (effective but somewhat of a lost art) • Based largely on strict state tables • Assumes centralized clearing function
  13. 13. NISO Circulation Interchange Protocol – Z39.83 • “remote circulation” functionality – 45+ messages and responses, broadly separated into the following services: • Lookup services (identify something!) • Update services (do something!) • Notification services (tell me what you did) – Three application profiles (groups of messages to do a task) • DCB (Direct Consortial Borrowing) • CILL (Circulation – ILL connection) • Self-service
  14. 14. NCIP features • XML messages (many tools, easy to manipulate) • Complex, versatile objects • Messages and message set flexibility • Real-time • Sessionless • Active ongoing maintenance group • See: http://www.ncip.info
  15. 15. SIP2 and SIP3 • SIP and SIP2 originally created by 3M for serial ports • Began as communications mechanism between ILS and 3M self-service machines • Now widely used for interoperability between ILS and many other third party devices and software: – Computer reservations – Authentication – Fine payment – Print management • Message and response based • Structured text (not XML)
  16. 16. SIP3 working group • Editorial work in progress on revised version – A number of new messages – Privacy and security issues – Many messages have far greater more granular payloads • Projected draft early 2015
  17. 17. ISO 18626 Interlibrary Loan Transactions • Approved July 2014 • Very promising development • Designed to replace ISO 10160 family • See: http://illtransactions.org/ • Three messages (not 21!) – Request – Supplying library message – Requesting library message
  18. 18. ISO 18626 • Stateless • XML structured messages • http and https communications • Aligned with NCIP for terminology and use However: • Like any interoperability standard, it takes two sides to communicate • Early work is being done, but ISO 18626 will take several years for widespread industry adoption
  19. 19. Drawing the lines • ISO 10160 - (and eventually ISO 18626) – resource sharing requests to known (or unknown) trading partners. • NCIP - transactions and requests between known trading partners – e.g. within a consortium • SIP 2/3 – Usually not for resource sharing, but rather for internal software and device control
  20. 20. Library Communication Format (LCF) • Developed with support from BIC (Book Industry Commission, UK) – interested in book supply chain • Purports to go beyond SIP2/3 and NCIP in that it has explicit support for RFID transactions • See: http://www.bic.org.uk/e4libraries/16/INTEROPERABILIT Y-STANDARDS/
  21. 21. LCF (2) • Has been described as a meta-format that takes into account SIP and NCIP and optimizes for RFID • Too soon to know: – Adoption – Business case
  22. 22. In conclusion • Resource sharing services have improved since RRS was released – Self-service (unmediated ILL) is more common – Discovery is better – Intra- and inter-state (and consortium sharing) has grown dramatically • Interoperability lagged behind …. But …
  23. 23. Reason to be hopeful • NCIP and NCIP-based resource sharing systems are popping up across the country • New initiatives (ISO 18626 and possibly LCF) are being developed to address infrastructural issues • Time will tell – will library demand make a business case for developing new resource sharing products?
  24. 24. Contact me Ted Koppel Auto-Graphics, Inc tpk@auto-graphics.com
  25. 25. NISO Webinar: 21st Century Resource Sharing: Which Interlibrary Loan Standard Should I Use? Invisible Alphabet Soup: How Libraries Use a Variety of (ILL) Standards Everyday and Don't Necessarily Know It Margaret Ellingson Head of ILL and Course Reserves Woodruff Main & Health Science Libraries Emory University
  26. 26. Emory University: Atlanta, Georgia • Schools – Emory College of Arts & Sciences (4-yr) – Oxford College (2-yr) – Business – Graduate Studies (Arts & Sciences) – Law – Medicine – Nursing – Public Health – Theology • Total Enrollment Fall 2013: 14,500 – Undergraduate: 7800 – Graduate/Professional: 6,700 • University Faculty & Staff: 13,000 October 15, 2014 26
  27. 27. Emory Libraries • Woodruff Main (EMU) • Health Sciences (EMM, GAUEMU) • Law (EMK) • Oxford (EMO) • Theology (EMT) • Storage (shared) • Emory-Georgia Tech Library Service Center (EmTech LSC, opening 2015) October 15, 2014 27
  28. 28. Woodruff Main & Health Sci ILL: FY14 40000 35000 30000 25000 20000 15000 10000 5000 October 15, 2014 28 0 3382 7381 8577 19367 11959 26748 Borrowing Lending Total Health Main
  29. 29. Techology • Hardware/Software – Desktop Computers (Windows) – Barcode Scanners – Document Scanners • Telecom/Network – Telephone (& Telefax) – Email – Web – Internet • Library/Bibliographic – ILS (Ex Libris Aleph) – Discovery Tool (Ex Libris Primo) – Databases – ILL Systems (OCLC ILLiad, WSILL, Docline) October 15, 2014 29
  30. 30. Selected Standards • Hardware/Software – TWAIN (1992) – Energy Star (1992) – USB (1996, 2008) – HDMI (2002) • Internet – FTP (1971, 1980) – TCP/IP (1974/1978, 1981) – SMTP (1982, 2008) – DNS (1983, 1987) – POP (1984, 1988) – IMAP (1986) – HTTP (1991) – PDF (1993, 2008) – HTML (1993) – HTTPS (1994) – URL (1994) – XML (1996) – LDAP (1997) – Shibboleth (2003) October 15, 2014 30
  31. 31. Selected Standards • Library/Bibliographic – ALA ILL Request Form (1952) – AACR (1967, 1978) – MARC (1968, 1999) – ISBN (1970, 2007) – ISSN (1971) – Z39.50 (1988, 2003) – ISO ILL Protocols (1991, 1995) – OpenURL (1998) – NCIP (2002, 2012) – RDA (2010) – ISO 18626:2014 (July 2014) October 15, 2014 31
  32. 32. October 15, 2014 32
  33. 33. Selected Standards Organizations • UPU – Universal Postal Union (1874) • ANSI – American National Standards Institute (1918) • NISO – (U.S.) National Information Standards Organization (1939) • ISO – International Organization for Standardization (1947) • W3C – World Wide Web Consortium (1994) October 15, 2014 33
  34. 34. Item Discovery • URL — navigate to website • HTML/XML — web page display • AACR2/MARC/RDA — Item description/metadata • ISBN — identify monographic item • ISSN — identify serial item October 15, 2014 34
  35. 35. Customer Request • LDAP — login to catalog/request system • Shibboleth — single-sign-on • OpenURL — transmit request data to ILL or other system October 15, 2014 35
  36. 36. Requesting Library • OpenURL — receive request data from customer • Z39.50 — search local and/or remote catalog(s) • ISO ILL Protocols — request messaging between libraries October 15, 2014 36
  37. 37. Supplying Library • ISO ILL Protocols — request messaging between libraries • Z39.50 — catalog searching & data import • NCIP — create record in circulation system & charge item • TWAIN — scan requested document • TIFF — document transmission format • PDF — document display format October 15, 2014 37
  38. 38. Receipt & Payment • ISO ILL Protocol — request messaging • NCIP — create bib record &/or update Circ system • TIFF — document transmission format • PDF — document viewing format • LDAP — customer authentication • Shibboleth — single sign-on • International Reply Coupon (UPU) — form of payment, especially for international transactions October 15, 2014 38
  39. 39. Troubleshooting Problems • Metadata – contact catalogers/metadata specialists with specific information about bibliographic, holdings, location, call number • OpenURL – contact appropriate expert(s) &/or check URL itself, target server name, genre, and field mapping in target system • Z39.50 – contact appropriate expert(s) &/or check Z39.50 specs in target catalog & configuration in the client system • LDAP – check with identity management experts for your organization re: customers status, credentials, etc. • Shibboleth – remind customers to close their browser in order to end their single-sign-on session October 15, 2014 39
  40. 40. October 15, 2014 40
  41. 41. Questions? October 15, 2014 41
  42. 42. Thank you! Margaret Ellingson Interlibrary Loan Woodruff Main Library Emory University Atlanta, GA 30322-2870 404-727-6893 margaret.ellingson@emory.edu https://emory.academia.edu/MargaretEllingson
  43. 43. NISO 2014
  44. 44. Occam’s Reader Our vision stems from the idea that, “Other things being equal, a simpler explanation is better than a more complex one.” A collaboration between
  45. 45. Our Story So Far • Spring 2011 Launched GWLA EBook Lending Task Force • Fall 2011 First Occam’s Reader planning meeting • Fall 2012 First proof-of-concept demo to GWLA Deans • Spring 2013 Occam’s Reader began alpha testing • Fall 2013 Added features, major publisher interest • Spring 2014 Partnership with Springer announced • April 7, 2014 First transaction recorded • September 1, 2014 Over 250 eBooks have been shared
  46. 46. The Occam’s Reader Team
  47. 47. Patron makes an ILL request in the normal manner, Borrowing staff confirms with add-on ILL staff at the lending library receives the request in ILLiad ILL staff activates the Occam's Reader ILLiad add-on and launches the Occam's Reader software Occam's Reader processes the request and uploads the eBook Lending library sends an Occam's Reader generated email Borrowing library completes the request How it works Borrowing library receives the email with log in credentials and forwards it to the patron
  48. 48. Current Features • Lender o Support for plain text and PDF eBooks o Customizable image quality and text rendering settings o Complete ILLiad integration (as an add-on) • Server o Secure online access to borrowed eBooks o Occam's Reader interface discourages piracy through simplicity o Usage tracking and statistics • Borrower o At place of request the ILL staff has access to Occams Reader discoverability service o Viewable on any device with an internet connection o Ability to zoom, rotate, previous, next and jump to page
  49. 49. ILLiad Addon Integration LUA script PHP web pages Shares ILLiad data Borrowing addon: discovery tool Lending addon: software launcher, email generator
  50. 50. The Conversion Software Windows .NET program launched from within ILLiad Generates, archives, and uploads images Prerequisites: Imagemagick, GhostScript, 7zip
  51. 51. Web Viewer • Function across all web browsers • Display PNG images • Zoom • Pan (move) across the page image • Rotate the page image • Navigate to next/previous pages • Jump to specific pages
  52. 52. Occam’s Reader Web Viewer OpenSeadragon + More Javascript PHP HTML5
  53. 53. OR Viewer Sample From page 54 of the viewer demo at OccamsReader.org/demo
  54. 54. Occams Reader Pilot Terms – Key Points • Springer eBook chapters and full eBooks will be eligible for use in this pilot • Requestor viewing time shall be set at 14 days for full eBooks and 90 days for eBook chapters. Additional loan time will require another loan request. • Request & loan details, including institutions involved and ISBNs, (but not including personal information) will be shared with Springer. • Development of a new discovery layer to accommodate multiple types of eBook discovery
  55. 55. Occams Reader Pilot Statistics • 964,655 Springer eBook titles among 33 GWLA Libraries o Most are available as a single PDF, but some are split into chapters • 113,854 distinct Springer eBook titles in this set • Top 10 institutions with the most Springer eBooks: o University of Arizona (95,785) o Texas A&M University (82,835) o Oklahoma State University (63,033) o University of Oklahoma (60,682) o University of Illinois Chicago (52,559) o Texas Tech University (48,622) o University of Nevada Las Vegas (48,521) o Southern Illinois University Carbondale (43,020) o University of Southern California (42,916) o University of Wyoming (41,553) • Over 250 eBooks lent to patrons so far o Feedback survey (feel free to leave a comment yourself)
  56. 56. Occams Reader Google Analytics: General Overview
  57. 57. Occams Reader Google Analytics: Audience Overview
  58. 58. Lessons Learned • The need for a standalone version for non ILLiad libraries or ILLiad libraries with unique instances • Refinement of the discovery layer • **Inclusion of home library in lending strings • Workflow improvements • Enhance image conversion process
  59. 59. Future Goals • Add watermark capability • Support additional eBook formats other than PDF • Add options to enforce local lending policies • Continue to refine the discovery layer • Improve the image conversion experience • Offer a “recommend for purchase” option after the item has been used via ILL
  60. 60. Thank You • Occam’s Reader Project o www.OccamsReader.org o Libraries.occams.reader@ttu.edu • Ryan Litsey ryan.litsey@ttu.edu Assistant Librarian Document Delivery Texas Tech University Libraries • Kenny Ketner kenny.ketner@ttu.edu Software Development Manager Texas Tech University Libraries • And thank you to our Occams Reader Team Members: o Joni Blake Executive Director, Greater Western Library Alliance o Naomi Chow Librarian, ILL/ESP, University of Hawaii at Mānoa o Arthur Shum Educational Specialist, University of Hawaii at Mānoa o Erin Kim Information Technology Specialist, University of Hawaii at Mānoa o Wing Leung Information Technology Specialist, University of Hawaii at Mānoa
  61. 61. NISO Webinar: 21st Century Resource Sharing: Which Inter-Library Loan Standard Should I Use? Questions? All questions will be posted with presenter answers on the NISO website following the webinar: http://www.niso.org/news/events/2014/webinars/21st_century/ NISO Webinar • October 15, 2014
  62. 62. THANK YOU Thank you for joining us today. Please take a moment to fill out the brief online survey. We look forward to hearing from you!

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