Transcript Presentation - FIL Forum for Interlending and Information Delivery

Portals to ILL
- Discovery to
Delivery
Robin Murray
Managing Director
Fretwell-Downing Informatics
freedom by design
Agenda
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Introduction
Portals to ILL - Barriers to use of (e)Resources
Models, Problems, Systems, Solutions
ILL within a ‘Portalised’ Environment


VDX, Docusend
Summary
freedom by design
Fretwell-Downing Informatics
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Offices
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Sheffield - UK
Kansas City - USA
Melbourne Australia
Amsterdam Netherlands
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Distributors
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Middle East
Eastern Europe
South America
freedom by design
Clients - Examples
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ILL /Resource Sharing -

examples
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National Library of
Australia
National Library of
New Zealand
OHIO Public Library
Network
Colorado
University California
...
>20,000 libraries
Information Portals examples
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GlaxoSmithkline
Public Records Office
ARL Scholars Portal
Others
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LDS
US National Archives
and Records
Administration
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Portals to ILL
- Barriers to use
of (e)-Resources
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Interface Overload - Anecdote
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Quote:

We have 200 licensed databases
We have a library catalogue
Our content budget is $nM per annum
We have 45,000 students
What do they do?

Search Google
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freedom by design
Interface Overload - JISC
1st Year
Other
Undergraduates Undergraduates
Search Engines
73.53
73.24
Own OPACS
30.39
21.13
E-mail
28.43
23.94
Web EIS
22.55
20.77
Local EIS
19.61
14.08
Own Web Site
7.84
4.58
Institutional Web
2.94
3.52
BIDS etc
1.96
13.38
Web Databases
1.96
11.62
All e-Journals
0.98
3.87
Gateways
0
0
freedom by design
Manifestations
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To the user
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Quality of information
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To the institution
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Use of resources
To the information professional
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accuracy, provenance, reliability
life or death?
Maximising Value from e-Resources
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Maximise Appropriate Use
freedom by design
Conclusion
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(e)-Resources are massively underutilised
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This is happening in all informationintensive environments
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Information professionals must address this
Education, Research, Health, …
Problem must be solved for all delivery
channels
freedom by design
Fundamentally
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Web-age expectations
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Information environment is just too complicated
– Too many Interfaces
– Cannot merge results across sources
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Must Join up and simplify the D2D Process
– Move from finding the citation to requesting the item
seamlessly, whatever the source.
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Maximising Value from Resources

Maximise Appropriate Use
freedom by design
Models,
Problems,
Systems,
Solutions
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D2D
Discover
Single Search :
• Intranet
• Internal Documents
• Library Catalogues
• Internet search engines
• Electronic Journals
• Citation Databases
• Relational Databases
• Directories
•...
Locate
Appropriate Copy
From :
• Local resources Order From :
• Remote resources • Local resources
• Physical / digital • Commercial suppliers• Digital
• Online sources
• Physical
• Database subscriptions
• Library Catalogues • Remote libraries
• Electronic Journals • Document suppliers
Request
Deliver
freedom by design
The problem(s)…
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discovery problem
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Discovery
how to provide seamless discovery across multiple
content providers
appropriate-copy problem
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how to provide access to the most appropriate copy
of a resource (given access rights, preferences,
cost, speed of delivery, etc.)
Delivery
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The Systems
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Portal
Link Resolver
ILL / Document Delivery System
freedom by design
Portal
Library
Catalogues
Full-Text
Databases
Multiple Record
Search Protocols
Schema
XML
Intranet
• MARC
Z39.50
• DC
LDAP
• EAD
http
Single Search
Internet • HTML
SQL...
Search
E-Journals
Variable
Search
cataloguing
capabilities
standards
&
Engines
•semantics
Holdings Information
Portal
Single
- Personalised
SingleInterface
Consistent
Result Set - Contextualised
freedom by design
Link Resolver
Other Search
Local
Library
Portal
Multiple Delivery / LinkingInterfaces
Mechanisms
• Dynamic linksOpenURL
to Local Holdings
• Static Links
Link
• Full-text databases
Resolver
Physical
• Dynamic Linking to full-text - OpenURL
Doc-Del
Appropriate-Copy
• DOI/CrossRef Linking
Delivery
Full Text
Online
Electronic
Doc-Del
E-Journals
Web Pages
Document Delivery /
ILL Management
System
••Single,
Consistent
Environment
for
all
delivery
channels
Immediate Access to Content
• Linked Services
freedom by design
Doc-Del / ILL
Local
Library
Link Resolver
Other Systems
Portal
Multiple Suppliers / Requesting Mechanisms
• Rule-based mediation
OpenURL / Email / ...
• Automatic document location
• Automatic rule-based routing and
forwarding ILL/DD System
• Physical / Electronic delivery
Physical
Doc-Del
Appropriate-Copy
Delivery
Consortial
Libraries
British
Library
Commercial
Doc
Suppliers
Electronic
Doc-Del
freedom by design
FDI Solutions
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Portal
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Link Resolver
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ILL/DD
Open System Components
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ILL in a ‘Portalised’ Environment
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VDX
Implementations
The Docusend Service
freedom by design
VDX
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Patron Initiated / Staff
initiated
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Physical / Electronic
Document delivery
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Ariel, Post to Secure Web
Space
Physical / Virtual Union
catalog
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1 - 200
Locally managed / Web
Hosted
Standards
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Z39.50, ISO ILL, SIP, NCIP,
GEDI, OpenURL
Single institutions - massive
consortia
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Mediated / unmediated
Intelligent Routing
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1 - 6000
Standards for Step-change in service
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Z39.50, ISO ILL, SIP, NCIP, GEDI, OpenURL
freedom by design
Live ISO ILL Implementations
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Glaxosmithkline
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State of Ohio
Single institution, patron
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Virtual union Catalog,
Glaxosmithkline
National
Library
New Zealand
initiated,
unmediated,
5000 libraries,
State
Australia
Ontario
of Ohio
Colorado
Council
ofofUniversity
Libraries
full-text
linking multi-location
unmediated
Single
institution,
• 500
libraries
3000
5000
National
20
libraries
libraries
Library
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
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Patron
initiated,
semi-mediated
from researchers desktop
• Virtual
Physical
Union
Catalogue
- Endeavor
• 6000
initiated
Union
libraries
Catalogue
New
Zealand

Australia
sourcing
• Automatic
Staff
Initiated
Virtual
Patron
• Staff
Initiated
union
initiated
catalogue
- distributed
central statewide
authentication
patron file
libraries,
Staff

•500
OpenURL
linking
to local
subscriptions
•Automatic
routing
and
load
levelling
Now
Physical
linking
their
union
consortia
catalogue:
to Amicus
others
thenHeterogeneous
Endeavor peer-toPhysical Union
peer
•initiated,
Local
holdings
• Routing
Have
Integrated
produced
preference:
billing
study
on
cost
savings
Catalog
•
Other
locations’
holdings 
• Universities
Internal
to consortia
Ontario
suppliers (depending on location)
State• Commercial
of Colorado
Individual
CISTI
systems
International peer-to-peer
•
BMA,
RSC,
BL,
...
•Virtual
PatronUnion
BL
Initiated,
unmediated

Catalog,
• Peer-to-peer
•3000
Australia
integration
libraries
• Distributed payments gateway
freedom by design
Docusend Service
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Service using VDX
Supply Libraries
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Patron initiated, Automated routing
Electronic (Ariel) article delivery to user
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Manchester, UMIST, Leeds, Birmingham, Kings, UCL,
Westminster, MMU, Manchester Business School, LSE
British Library
Posts to secure web space
Hosted Web Service
freedom by design
Docusend Service - Options
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Automatically checks local holdings
before forwarding request
Integrated Link Resolver
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Customised for local subscriptions
Works with or without local Link Resolver
freedom by design
Integrating Docusend into environment
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Options
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OpenURL
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Either from local link resolver or from native
interfaces, or portal
E-mail
Web form
freedom by design
Status

Been in limbo for 6 months

New Docusend project manager now in
place
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
Gordon Bower, York University
Now implementing at UMIST
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Portal, Linking, ILL
freedom by design
Summary

Need to maximise value from (e)-Resources

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
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Maximise appropriate use
Move the point of aggregation to the user
Join-up services
Portals, Link Resolvers and ILL/DD systems are
key tools
ILL/DD systems can now provide step-changes
in service levels
New role of the information professional
freedom by design
Portals to ILL
- Discovery to
Delivery
Robin Murray
Managing Director
Fretwell-Downing Informatics
freedom by design