Statewide Resource Sharing Future Plans for WISCAT

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Statewide Resource Sharing Future Plans for WISCAT

  1. 1. Statewide Resource Sharing Future Plans for WISCAT and Linked Systems Reference and Loan Library – Madison June 26, 2001
  2. 2. Library Information Technology Advisory Committee – Activities <ul><li>Listed and ranked technology-related activities to be planned and implemented </li></ul><ul><li>Reviewed timeframes, plans and visions for </li></ul><ul><ul><li>WISCAT </li></ul></ul><ul><ul><li>Linked Systems </li></ul></ul><ul><li>Prior to distribution, reviewed division paper “Update on Technology and Resource Sharing” </li></ul><ul><li>Full committee reviewed WISCAT RFP process </li></ul><ul><ul><li>Established WISCAT subcommittee </li></ul></ul>
  3. 3. Library Information Technology Advisory Committee – Activities <ul><li>Reviewed five discussion papers* related to technology and resource sharing </li></ul><ul><ul><li>Internet </li></ul></ul><ul><ul><li>Automated systems </li></ul></ul><ul><ul><li>Linked systems </li></ul></ul><ul><ul><li>WISCAT </li></ul></ul><ul><ul><li>Interlibrary loan </li></ul></ul>* Papers were generated as part of the committee’s ranking activities.
  4. 4. Library Information Technology Advisory Committee – Activities <ul><li>Discussed comparison of union and virtual catalog technologies </li></ul><ul><li>Reviewed results from focus group with school librarians </li></ul><ul><li>Developed list of desirable features for a future information access and delivery service for Wisconsin libraries and residents (in progress) </li></ul>
  5. 5. Library Information Technology Advisory Committee – Activities <ul><li>Reviewed statewide resource sharing projects in </li></ul><ul><ul><li>California </li></ul></ul><ul><ul><li>Colorado </li></ul></ul><ul><ul><li>Connecticut </li></ul></ul><ul><ul><li>Illinois </li></ul></ul><ul><ul><li>Iowa </li></ul></ul><ul><ul><li>Louisiana </li></ul></ul><ul><ul><li>Pennsylvania </li></ul></ul><ul><ul><li>Texas </li></ul></ul><ul><li>Had demonstrations from three top vendors </li></ul><ul><ul><li>Auto-Graphics </li></ul></ul><ul><ul><li>Fretwell-Downing </li></ul></ul><ul><ul><li>The Library Corporation </li></ul></ul>
  6. 6. Library Information Technology Advisory Committee – Activities <ul><li>Recommendations from May 16 meeting </li></ul><ul><ul><li>Include a Z39.50 union catalog as part of a future linked system project </li></ul></ul><ul><ul><li>Consider WISCAT and Linked Systems projects together </li></ul></ul><ul><ul><li>Division should proceed with vendor or vendors that will help make the transition towards linked systems </li></ul></ul><ul><ul><ul><li>The timing of such a transition cannot be determined before linking systems is initiated and later evaluated </li></ul></ul></ul>
  7. 7. WISCAT RFP Process <ul><li>RFP process required by Dept. of Administration </li></ul><ul><li>RFP reviewed by LITAC’s WISCAT subcommittee </li></ul><ul><li>Received seven responses </li></ul><ul><li>RFP Review Committee </li></ul><ul><ul><li>Read and ranked proposals </li></ul></ul><ul><ul><li>Talked to references </li></ul></ul><ul><ul><li>Viewed vendor demonstrations </li></ul></ul><ul><li>The review process yielded three finalists </li></ul>
  8. 8. WISCAT RFP Process May 2001 <ul><li>Held open vendor demonstrations for top three vendors </li></ul><ul><li>LITAC discussed vendor demonstrations and products at its May meeting </li></ul><ul><li>RFP Review Committee completed final ranking at end of May </li></ul>
  9. 9. RFP Review Committee Recommendations <ul><li>Committee recommended two vendors </li></ul><ul><ul><li>Auto-Graphics to provide </li></ul></ul><ul><ul><ul><li>Batch and online updating of the union catalog </li></ul></ul></ul><ul><ul><ul><li>Web access </li></ul></ul></ul><ul><ul><ul><li>ILL request creation </li></ul></ul></ul><ul><ul><li>Fretwell-Downing to provide </li></ul></ul><ul><ul><ul><li>Interlibrary loan management </li></ul></ul></ul>
  10. 10. Auto-Graphics: Key Features <ul><li>Web-based union catalog </li></ul><ul><li>Web-based interactive updating </li></ul><ul><li>Batch updating (done by RLL staff) </li></ul><ul><li>Server located in Wisconsin (UW campus-WiscNet) </li></ul><ul><li>Z39.50 (server) </li></ul><ul><li>Serials union list </li></ul><ul><li>Authority control </li></ul>
  11. 11. Auto-Graphics: Key Features <ul><li>Staff interlibrary loan request creation (via Web browser) </li></ul><ul><ul><li>Optional functionality - Patron ILL request creation (mediated or unmediated) </li></ul></ul><ul><li>Ability to transfer interlibrary loan requests to Fretwell-Downing </li></ul><ul><li>Industry standard database structure (SQL) </li></ul><ul><li>Reports and statistics </li></ul><ul><li>Statewide license that covers use by all libraries </li></ul>
  12. 12. Fretwell-Downing: Key Features <ul><li>Interlibrary loan management system </li></ul><ul><li>Z39.50 searching of </li></ul><ul><ul><li>local automated systems </li></ul></ul><ul><ul><li>WISCAT </li></ul></ul><ul><li>Automated routing of interloan requests via rule-based holdings lists </li></ul>
  13. 13. Fretwell-Downing: Key Features <ul><li>Compliant with ISO interlibrary loan standard </li></ul><ul><li>Ability to send or receive requests from OCLC and other ISO compliant systems </li></ul><ul><li>Staff interlibrary loan request in Z39.50 mode </li></ul><ul><ul><li>Optional functionality - patron interlibrary loan request in Z39.50 mode </li></ul></ul>
  14. 14. Fretwell-Downing: Key Features <ul><li>Electronic document delivery management (Ariel) </li></ul><ul><li>Email alert to notify user of materials arrival </li></ul><ul><li>Library document supplier directory </li></ul><ul><li>Industry de facto standard database (ORACLE) </li></ul><ul><li>Report generation </li></ul><ul><li>Statewide license that covers use by all libraries </li></ul>
  15. 15. Fretwell-Downing: Key Future Features <ul><li>Planning for placement of holds when standards are available </li></ul><ul><ul><li>Fretwell-Downing is on NISO’s NCIP committee </li></ul></ul><ul><li>Possibility to link from requests in WISCAT to local systems </li></ul>
  16. 16. Some Issues to Address <ul><li>There is a need to </li></ul><ul><ul><li>Use Linked System funding to procure Fretwell-Downing </li></ul></ul><ul><ul><li>Have transition time when Brodart and Auto-Graphics services may overlap </li></ul></ul><ul><ul><li>Have close cooperation from all parties to work in a multi-vendor environment </li></ul></ul><ul><ul><li>Address the linking of individual and shared systems in the context of </li></ul></ul><ul><ul><ul><li>Capabilities of the vendors’ products </li></ul></ul></ul><ul><ul><ul><li>Current interloan policies and procedures </li></ul></ul></ul>
  17. 17. Transition Steps: July - October 2001 <ul><li>Provide older copy of full WISCAT file to Auto-Graphics </li></ul><ul><li>Test loading and batch update processes </li></ul><ul><li>Test interactive update processes </li></ul><ul><li>Test serials union catalog update processes </li></ul><ul><li>Load June update when available in September </li></ul>
  18. 18. Transition Steps: July - October 2001 <ul><li>Discontinue updating WISCAT databases with Brodart </li></ul><ul><li>Allow libraries to continue to use the Brodart client to create update transactions </li></ul><ul><li>Apply Brodart client transactions to Auto-Graphics file </li></ul><ul><ul><li>Work with Auto-Graphics on file format and logistics of this process </li></ul></ul>
  19. 19. Transition Steps: October - December 2001 <ul><li>Review and accept Auto-Graphics union catalog conversion </li></ul><ul><li>Install and configure Fretwell-Downing software for interlibrary loan </li></ul><ul><li>Test process of transferring requests from Auto-Graphics to Fretwell-Downing </li></ul><ul><li>Set-up test libraries for Fretwell-Downing interlibrary loan process </li></ul>
  20. 20. Transition Steps: October - December 2001 <ul><li>Library and system staff training </li></ul><ul><li>Migrate libraries from QuILL to Fretwell-Downing interlibrary loan management software </li></ul><ul><li>Test ISO capacity with OCLC and DOCLINE </li></ul><ul><li>Review/modify interloan procedures and protocols </li></ul>
  21. 21. Transition Steps: Moving Towards Linked Systems <ul><li>Determine order for working with libraries that want to connect using Z39.50 searching </li></ul><ul><li>Begin to configure Fretwell-Downing for Z39.50 searching of shared/local online catalogs </li></ul><ul><li>Test Z39.50 configuration with local/shared systems </li></ul><ul><ul><li>Work initially with three library systems </li></ul></ul><ul><ul><li>Expand to more libraries when feasible </li></ul></ul>
  22. 22. Transition Steps: Moving Towards Linked Systems <ul><li>Test Z39.50 searching as a means of creating interlibrary loan requests </li></ul><ul><li>At a later date </li></ul><ul><ul><li>Evaluate the use of Z39.50 searching and related interlibrary loan processes in a high volume environment </li></ul></ul>

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