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Trans Tasman Interlending
Karen Rollitt
Interloans Symposium, Square Affair Suite,
Wellington Convention Centre, 8th October 2006
Trans Tasman Interlending
• An interlibrary loan link for Te Puna Interloan and Libraries
Australia Document Delivery (LADD) customers
• Libraries in New Zealand and Australia can request and supply
across the Tasman
• Use Te Puna Interloan in New Zealand
• Use Libraries Australia Document Delivery in Australia
• Single search interface to the National Bibliographic Databases
and National Union Catalogues of Australia and New Zealand
• Centralised invoicing and billing service
• Launched 1st March 2006
Trans Tasman Interlending
• 1998-1999 New System Project led to Te Puna
Interloan
• 1998-1999 Kinetica Document Delivery
• 2000ca– an idea
resource sharing for New Zealand
and Australian libraries – seen as achievable and
beneficial
• 2003– 8th IFLA ISDS, Canberra, ACT - Mary Jackson’s
keynote on future trends - increased globalisation and
development of global interlending.
• Late 2003 – NLNZ began work with NLA : named
project: Te Puna Kinetica – Interlibrary Loan Gateway
The Project 2003 - 2004
Main technical issues
Virtual Document Exchange (VDX) – used by both national libraries
Library locations - New Zealand and Australian Libraries
Library to library charging setup
Service levels setup

√
√
√
√

Main business issues
National Libraries agreement with New Zealand Libraries and NLA
New Zealand Interlibrary Loan scheme
Copyright
Interloan Billing System (IBS)

√
√
?
X
The Project revisited, 2005-2006
• Main technical issues

√

• Main business issue : central invoicing and payments service for New
Zealand Libraries developed by National Library
Service requirements:
• Pay New Zealand libraries for items supplied to Austratlian
libraries
• Invoice New Zealand libraries for items supplied from Australia
• Send and receive invoices from NLA for all trancations in
previous 2 months
Constraints:
• Requirement to work within current resources and existing
systems
• Agreement from Inland Revenue to proceed with the “Buyer
creator invoice”
Main players:
• NLNZ ; NLA ; Inland Revenue; JSCI
New Zealand Libraries supplied to Australian
Libraries

Statistics
250
200

Loan ship
Copy ship
Total ship

150
100
50

Australian Libraries supplied to New Zealand
Libraries

r
pte
mb
e

Se

Ju
ly

ne
Ju

Ma
y

ril

gu
st
Au

600

Ap

Ma
r

ch

0

500
400

Loan ship

300

Copy ship

200

Total ship

100

Se
p

tem
be

r

ust
Au
g

Jul
y

e
Jun

y
Ma

Ap
ril

Ma

rch

0
Future
• Copyright issue - copying selections of works for overseas
libraries
• Directory for library locations
• Invoicing and payments - Interloan Billing System (IBS)
transferred and managed within the National Library
• Trans Tasman Interlending survey
• Assess whether to extend to other countries and
document delivery services
• NIAP Project - Loan and copy functionality
References
Mary E. Jackson The Future of Interlending : Keynote Address at the 8th IFLA
Interlending and Document Supply Conference 28 – 31, 2003, Canberra, Australia
http://www.nla.gov.au/ilds/abstracts/JacksonM.pdf

NCIP Circulation Interchange Part 1: Protocol (NCIP)
http://www.niso.org/committees/committee_at.html
References
Mary E. Jackson The Future of Interlending : Keynote Address at the 8th IFLA
Interlending and Document Supply Conference 28 – 31, 2003, Canberra, Australia
http://www.nla.gov.au/ilds/abstracts/JacksonM.pdf

NCIP Circulation Interchange Part 1: Protocol (NCIP)
http://www.niso.org/committees/committee_at.html

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Trans tasman Interlibrary Loan : Interloans Symposium, LIANZA, Wellington 2006

  • 1. Trans Tasman Interlending Karen Rollitt Interloans Symposium, Square Affair Suite, Wellington Convention Centre, 8th October 2006
  • 2. Trans Tasman Interlending • An interlibrary loan link for Te Puna Interloan and Libraries Australia Document Delivery (LADD) customers • Libraries in New Zealand and Australia can request and supply across the Tasman • Use Te Puna Interloan in New Zealand • Use Libraries Australia Document Delivery in Australia • Single search interface to the National Bibliographic Databases and National Union Catalogues of Australia and New Zealand • Centralised invoicing and billing service • Launched 1st March 2006
  • 3. Trans Tasman Interlending • 1998-1999 New System Project led to Te Puna Interloan • 1998-1999 Kinetica Document Delivery • 2000ca– an idea resource sharing for New Zealand and Australian libraries – seen as achievable and beneficial • 2003– 8th IFLA ISDS, Canberra, ACT - Mary Jackson’s keynote on future trends - increased globalisation and development of global interlending. • Late 2003 – NLNZ began work with NLA : named project: Te Puna Kinetica – Interlibrary Loan Gateway
  • 4. The Project 2003 - 2004 Main technical issues Virtual Document Exchange (VDX) – used by both national libraries Library locations - New Zealand and Australian Libraries Library to library charging setup Service levels setup √ √ √ √ Main business issues National Libraries agreement with New Zealand Libraries and NLA New Zealand Interlibrary Loan scheme Copyright Interloan Billing System (IBS) √ √ ? X
  • 5. The Project revisited, 2005-2006 • Main technical issues √ • Main business issue : central invoicing and payments service for New Zealand Libraries developed by National Library Service requirements: • Pay New Zealand libraries for items supplied to Austratlian libraries • Invoice New Zealand libraries for items supplied from Australia • Send and receive invoices from NLA for all trancations in previous 2 months Constraints: • Requirement to work within current resources and existing systems • Agreement from Inland Revenue to proceed with the “Buyer creator invoice” Main players: • NLNZ ; NLA ; Inland Revenue; JSCI
  • 6.
  • 7. New Zealand Libraries supplied to Australian Libraries Statistics 250 200 Loan ship Copy ship Total ship 150 100 50 Australian Libraries supplied to New Zealand Libraries r pte mb e Se Ju ly ne Ju Ma y ril gu st Au 600 Ap Ma r ch 0 500 400 Loan ship 300 Copy ship 200 Total ship 100 Se p tem be r ust Au g Jul y e Jun y Ma Ap ril Ma rch 0
  • 8. Future • Copyright issue - copying selections of works for overseas libraries • Directory for library locations • Invoicing and payments - Interloan Billing System (IBS) transferred and managed within the National Library • Trans Tasman Interlending survey • Assess whether to extend to other countries and document delivery services • NIAP Project - Loan and copy functionality
  • 9. References Mary E. Jackson The Future of Interlending : Keynote Address at the 8th IFLA Interlending and Document Supply Conference 28 – 31, 2003, Canberra, Australia http://www.nla.gov.au/ilds/abstracts/JacksonM.pdf NCIP Circulation Interchange Part 1: Protocol (NCIP) http://www.niso.org/committees/committee_at.html
  • 10. References Mary E. Jackson The Future of Interlending : Keynote Address at the 8th IFLA Interlending and Document Supply Conference 28 – 31, 2003, Canberra, Australia http://www.nla.gov.au/ilds/abstracts/JacksonM.pdf NCIP Circulation Interchange Part 1: Protocol (NCIP) http://www.niso.org/committees/committee_at.html

Editor's Notes

  1. What it is How and why it came to be Issues faced in implementation Statistics Future
  2. 1998 – 9 the new system project led to Te Puna Interloan, which as most of you know, is the system that continued the role to that of it’s the predecessor NZBN, as facilitator for the sharing of resources among New Zealand libraries 1998 – 9 At the same time the NLA were developing their interlibrary loan / resource sharing system for Australian Libraries . We were both using FD product VDX and frequently collaborated with our developments 2000 - Cannot find documentation from that time however their was an “understood” agreement that we would eventually develop a link. 2003 –combination = the 8th IFLA Interlending and Document Supply (ISDS) International Conference and in Australia alongwith the inspiration of Mary Jackson keynote provided the impetus to start the project 10 trends – amongst them – eg rising expectations of users – user initiated services, enhancements to online catalogs and standards based systems
  3. 2003-2004 A number of technical and business issues to work through in setting up the link. Technical Issues NLA and NLNZ both used the same product and which is standards based – the ISO protocol provides a standardised way for accessing any ISO compliant system and permitting ILL messages to be passed back and forth across one system to another. Location Load:– in setting it up we knew we would have to do what’s called a location load – the NLA would need to load all NZ libraries and NLNZ load all Australian libraries Setup of Library to library charging. The setup of Service levels also relatively easy – set up VDX so that each country is converted to the IPIG codes and each views as own BUT there are Business Issues Individual agreements between NLNZ and NLA and with NZ libraries not an issue. NZ Interloan scheme is– just that. It is a New Zealand interloan scheme only. The only mention of overseas libraries in the interloan scheme about overseas libraries was a small statement in the copyright clause which was interpreted differently by different individuals. Billing in the form of IBS is used for NZ Interloan Scheme and we were keen to use this facility for the A-NZ interloan link. NLA provide a centralised service for its LADD members and NLNZ were also keen to provide this service on hehalf its Te Puna Interloan members. The IBS services provided by Grant Thornton Accountants were seen as a possible solution and NLNZ worked together with them for some time to get this off the ground. However statistical forecasts for amount of interloas indicated it would not scale for them as “new” business worth setting up. Development of the interloan link was shelved.
  4. Late 2005 decided to have another look at the project – review of projects in the library and at the request of NLA. Once again Technical issues No problem! AND Once again the main business issue was how to provide a centralised invoicing and payments service for New Zealand Libraries. The option of leaving it to New Zealand libraries to sort it this out themselves was not appealing and not economic and would not match the NLA model. So setting up a centralised invoicing and payments became a project in itself. National Library needed to consider how this would work within existing framework.: Constraint in that could not develop a brand new billing system Requirements to work within current resources and existing systems Getting agreement from Inland Revenue to proceed with the “Buyer creator invoice” – important for the supply to Australians and would allows NLNZ to create an invoice on NZ libraries behalf. Development required extensive work during Dec-May within the National Library and with NLA Needless to say we just completed development when the SURPRISE came from IBS they no longer wished to continue as Billing agent for NZ Interloan scheme
  5. Doc delivery – infotrieve, cisti, british library