LMS/RFID (Dis)integration: why standards matter

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An overview on standards associated with book self-issue and RFID. Argues for the need for a specific standard for the RFID industry to allow interoperability between RFID systems. Presented by Mick Fortune at the SLIC/JISC RSCs in Scotland RFID event, held in Glasgow on 17 Sept 2008.

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  • Good afternoon! My name is Mick Fortune and I’ve been given the unique challenge of making standards interesting.
  • LMS/RFID (Dis)integration: why standards matter

    1. 1. LMS/RFID (Dis)integration Why Standards Matter Mick Fortune
    2. 2. About Me <ul><li>35+ years in the library market </li></ul><ul><ul><li>British Library, Geac, Dynix, IBM and 2CQR </li></ul></ul><ul><li>Member of BIC/CILIP Library RFID Group </li></ul><ul><li>Independent from July 2008 - focusing on RFID deployment and LMS/RFID integration issues. </li></ul><ul><li>Currently writing “Best Practice Guidelines for Library RFID” for distribution by CILIP in November 2009. </li></ul>
    3. 3. About this Presentation <ul><li>The story so far </li></ul><ul><ul><li>How library RFID has developed </li></ul></ul><ul><li>Library Standards </li></ul><ul><ul><li>Self service </li></ul></ul><ul><li>Industry Standards </li></ul><ul><ul><li>Frequencies, encoding, models etc. </li></ul></ul><ul><li>Where we’re going </li></ul><ul><ul><li>Why we need a new standard </li></ul></ul>
    4. 4. The Story So Far
    5. 5. Typical Library Management System (LMS) Acquisitions Circulation PAC/WebPAC Cataloguing System Self Service
    6. 6. Self-Service Circulation Schematic Self-service units LAN Servers Library Management System Web SIP Z39.50 Sip messages
    7. 7. Self-Service Circulation Issue Process Read Borrower Card Check Rules and Return Result Read Item Data Process rules and return result Confirm Transaction Self-service unit Sip message SIP Server Sip message
    8. 8. A Library “Standard” - SIP <ul><li>SIP = S tandard I nterface P rotocol </li></ul><ul><ul><li>developed to create a common interface between any LMS and their barcode-driven self-service. </li></ul></ul><ul><li>A “de facto” standard </li></ul><ul><li>Now widely used by LMS/Self Service solutions. </li></ul><ul><li>NCIP will expand its scope to inter-lending. </li></ul><ul><li>Not an RFID standard. </li></ul>
    9. 9. So Why Use RFID for Self-Service? <ul><li>It works! </li></ul><ul><li>Easy to deploy </li></ul><ul><ul><li>uses SIP. </li></ul></ul><ul><li>Easier for clients </li></ul><ul><ul><li>No need to “hunt the barcode” </li></ul></ul><ul><li>Optionally, </li></ul><ul><ul><li>Can issue multiple items simultaneously </li></ul></ul><ul><ul><li>Can identify items missing from sets </li></ul></ul><ul><ul><li>Can be integrated with security </li></ul></ul>
    10. 10. RFID Industry Standards
    11. 11. Security <ul><li>Two options </li></ul><ul><ul><li>EAS (Electronic Article Surveillance) </li></ul></ul><ul><ul><ul><li>OK/Not OK </li></ul></ul></ul><ul><ul><li>AFI (Application Family Indicator) </li></ul></ul><ul><ul><ul><li>Identifies items as belonging to a library </li></ul></ul></ul><ul><ul><ul><li>More flexiblity </li></ul></ul></ul><ul><li>Both work by reading/writing data to a tag using specific rules </li></ul><ul><li>Interoperable in theory (and in practice) </li></ul>
    12. 12. Surely there are more standards than that?
    13. 13. You Want More Standards? <ul><li>ISO/IEC 19762-3, Information technology — Automatic identification and data capture (AIDC) techniques Harmonized vocabulary — Part 3: Radio frequency identification (RFID) </li></ul><ul><li>ISO 15511, Information and documentation – International Standard Identifier for Libraries and Related Organizations (ISIL) </li></ul><ul><li>ISO 3166-1, Codes for the representation of names of countries and their subdivisions — Part 1: Country codes </li></ul><ul><li>ISO/IEC 15961-1, Information technology -- Radio frequency identification (RFID) for item management Data protocol -- Part 1: Application interface </li></ul><ul><li>ISO/IEC 15961-2, Information technology -- Radio frequency identification (RFID) for item management Data protocol -- Part 2: Registration of RFID data constructs </li></ul><ul><li>ISO/IEC 15961-3, Information technology -- Radio frequency identification (RFID) for item management Data protocol -- Part 3: RFID data constructs </li></ul><ul><li>ISO/IEC 15962, Information technology -- Radio frequency identification (RFID) for item management – Data protocol: data encoding rules and logical memory functions </li></ul><ul><li>ISO/IEC 18000-3, Information technology -- Radio frequency identification for item management -- Part 3: Parameters for air interface communications at 13,56 MHz </li></ul><ul><li>ISO/DIS 8459 Information and documentation -- Bibliographic data element directory </li></ul><ul><li>GS1 EPCglobal, Tag Data Standards version 1.3.1 </li></ul>Are you Sure?
    14. 14. Do We Need to Learn Them All? <ul><li>No - Most of them are protocols already in general use by library RFID companies in the UK </li></ul><ul><li>The two most significant are probably: </li></ul><ul><ul><li>ISO/IEC 18000-3 </li></ul></ul><ul><ul><ul><li>Defines “air interface” parameters for 13.56Mhz (aka “HF” or “VHF” – almost everyone uses this) </li></ul></ul></ul><ul><ul><li>ISO 15962 </li></ul></ul><ul><ul><ul><li>Defines a methodology for encoding data on the tags </li></ul></ul></ul>
    15. 15. Why We Need Another Standard
    16. 16. Library RFID – A Quick Recap <ul><li>Widely used for self-service </li></ul><ul><ul><li>(Almost) all using SIP </li></ul></ul><ul><ul><li>No significant RFID data requirement. </li></ul></ul><ul><li>Often used for security </li></ul><ul><ul><li>AFI and EAS are well-defined, standardised, non-library RFID standards. </li></ul></ul><ul><ul><li>No significant RFID data requirement. </li></ul></ul><ul><li>Beginning to be used for stock management </li></ul><ul><ul><li>Accessions, stocktaking, tracking, selection </li></ul></ul><ul><ul><li>Major RFID data requirement? </li></ul></ul>
    17. 17. A Missing Link? <ul><li>There is no standard for a library data model. </li></ul><ul><li>RFID suppliers have had to develop their own data models to store the data their systems use. </li></ul><ul><li>There is currently little or no interoperability between RFID systems from different suppliers. </li></ul>
    18. 18. Why Does This Matter? <ul><li>By deploying RFID you change the way you interact with your collections permanently. </li></ul><ul><li>New RFID-based solutions may be proprietary </li></ul><ul><li>Solutions designed for one LMS may not work with another. </li></ul><ul><li>LMS suppliers have mostly been slow to realise the challenge/opportunity that RFID offers. </li></ul>
    19. 19. The Common Data Model <ul><li>European libraries have mostly chosen a single data model standard of which the best known is probably the “Danish” data model (DDM). </li></ul><ul><li>Using a common data model enables greater interoperability and transportable solutions. </li></ul><ul><li>ISO 28560 is an attempt to define a global standard to deliver these advantages to everyone. </li></ul>
    20. 20. A Quick Look at ISO 28560 <ul><li>28560-1 </li></ul><ul><ul><li>Defines the data elements to be stored and their locations on the tag. </li></ul></ul><ul><li>28560-2 and 28560-3 </li></ul><ul><ul><li>Defines the methodology to be used to store it. </li></ul></ul><ul><ul><li>They may be mutually exclusive options. </li></ul></ul>
    21. 21. ISO 28560- 1 – Data Elements <ul><li>Primary item identifier </li></ul><ul><li>Content parameter </li></ul><ul><li>Owner library (ISIL) </li></ul><ul><li>Set information </li></ul><ul><li>Type of usage - (Books - reference, circulating etc. Borrowers – Type, Other items – for rental etc.) </li></ul><ul><li>Shelf location </li></ul><ul><li>ONIX media format - elements 7, 8 and 19 mutually exclusive </li></ul><ul><li>MARC media format - elements 7, 8 and 19 mutually exclusive </li></ul><ul><li>Supplier identifier </li></ul><ul><li>Order number </li></ul><ul><li>ILL borrowing institution (ISIL) - element 11 and 25 mutually exclusive </li></ul><ul><li>ILL borrowing transaction number </li></ul><ul><li>Product identifier GS1 - element 13 and 18 mutually exclusive </li></ul><ul><li>Local data A </li></ul><ul><li>Local data B </li></ul><ul><li>Local data C </li></ul><ul><li>Title </li></ul><ul><li>Product identifier local - element 13 and 18 mutually exclusive </li></ul><ul><li>Media format (other) - elements 7, 8 and 19 mutually exclusive </li></ul><ul><li>Supply chain stage </li></ul><ul><li>Invoice number </li></ul><ul><li>Alternative item identifier </li></ul><ul><li>Alternative owner library - element 3 and 23 mutually exclusive </li></ul><ul><li>Subsidiary of an owner library </li></ul><ul><li>Alternative ILL borrowing institution - element 11 and 25 mutually exclusive </li></ul>
    22. 22. It’s Not What you Do… <ul><li>Key advantages </li></ul><ul><ul><li>Transportable solutions </li></ul></ul><ul><ul><li>RFID interoperability </li></ul></ul><ul><ul><li>NCIP can be deployed </li></ul></ul><ul><ul><li>Better stock management </li></ul></ul><ul><ul><li>New functionality </li></ul></ul>
    23. 23. … it’s the Way That You Do It. <ul><li>Some remaining issues </li></ul><ul><ul><li>So many options could impact speed of service </li></ul></ul><ul><ul><li>Most LMS suppliers not yet “engaged” </li></ul></ul><ul><ul><li>Who manages the data? </li></ul></ul><ul><ul><li>Existing systems may have to be converted </li></ul></ul>
    24. 24. Summary <ul><li>RFID Self-Service works! </li></ul><ul><li>RFID Security works ! </li></ul><ul><li>LMS/RFID integration in any other area of library activity is either proprietary or non-existent. </li></ul><ul><li>A common standard will improve this situation immeasurably. </li></ul><ul><li>Ask your suppliers, RFID and LMS, how they plan to respond to ISO 28560. </li></ul>
    25. 25. Thank You! Mick Fortune Library RFID t. +44 1865 727411 m. +44 7786 625544 e. [email_address] w. www.mickfortune.org.uk (from 2009)

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