Discovery to Delivery: 2011 ALI Resource Sharing

Conference

Randy Dykhuis

Debbi Schaubman

March 11, 2011

Today’s Presentation

‣Definitions

‣Why a statewide patron-driven resource sharing system in Indiana?

‣How we done it good with MeLCat

‣Next steps

DefinitionA resource sharing system is . . .

‣ Patron initiated borrowing

‣ Automated routing of requests based on circulation data

‣ Load/request balancing done by the software

‣ Multitype

‣ No requirement to change ILS vendors

DefinitionIt is NOT . . .

‣Traditional ILL through OCLC WorldCat, ILLiad, or a similar system

‣Librarian mediated

‣Adoption of the same ILS by all participants

ModelsDecentralized (URSA, Relais)

‣Usually based on Z39.50 connections

‣Each library installs client/server

‣Each library queried for every search

‣Results can vary depending on whether a library’s Z server is up

‣De-duping is a challenge

‣Works with existing ILS

ModelsUnion catalog (INN-Reach, WorldCat Navigator)

‣One central catalog

‣May require local software

‣Consistent search results

‣A clean database is a challenge

‣Works with existing ILS

Resource Sharing in 2011

‣E-books will have an impact on requests

Not yet

‣Requests for printed materials are not going away any time soon

PS: Loaning e-books is a big, ugly mess right now

Resource Sharing in 2011

Is it still necessary?

‣MOBIUS requests in 2010: 190,000

‣OhioLINK requests: 800,00

‣MnLINK Gateway requests: 585,000

‣MeLCat requests: 1,000,000

With exception of MnLINK Gateway, all are increases over the previous year

Benefits for Indiana‣ Increased patron satisfaction

‣More use of existing collections

‣ Leverage investments already made in ILL

‣Make ILL more efficient & effective

MeLCat Case Study‣ Patron-initiated requesting

‣Routing of requests based on circ status

‣Request balancing

‣Union catalog model

‣ INN-Reach for central catalog

‣Works with any ILS

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“The measure of MeLCat’s success and popularity on campus is when you say ‘MeLCat,’ no one asks what you mean.”

-- Linda Moore, Public Services Librarian, Hillsdale College

Last year we borrowed 3,725 items from MeLCat. In contrast, we purchased about 1,900 items for our collection. At an average cost of $20 per item, we saved $74,500 by borrowing instead of purchasing.

-- Mary Chasseur, Director, Frankenmuth Wickson District Library

DCBserver

Building the Database

MeLCat central server

DCBserver

Building the Database

DCBserver

MeLCat central server

IIIILS

Building the Database

DCBserver

MeLCat central server

DCBserver

IIIILS

Building the Database

DCBserver

MeLCat central server

DCBserver

IIIILS

FTPserver

DCBserver

MeLCat central server

DCBserver

IIIILS

FTPserver

localILS

DCBserver

MeLCat central server

DCBserver

IIIILS

FTPserver

localILS

localwkstn

DCBserver

MeLCat central server

DCBserver

IIIILS

FTPserver

localILS

localwkstn

localILS

DCBserver

Placing a Request

DCBserver

Patron

MeLCat central server

DCBserver

Patron

MeLCat central server

IIIILS

DCBserver

Patron

DCBserver

NCIP:

NISO Circulation Interchange Protocol

DCBserver

MeLCat central server

DCBserver

localILS

Patron

Patron

verificationNCIP:

DCBserver

Circulation messages

Patron

MeLCat central server

DCBserver

localILS

NCIP:

“Those I have talked to advocate for continued MeLCat funding over direct state aid to public libraries, if a choice needs to be made.”

-- Ann Rohrbaugh, Director, Kalamazoo Public Library

Next stepsTask Force to begin planning process

‣ALI

‣Public libraries

‣ISL

‣MCLS

Next stepsTo-do list

‣Define scope & goals

‣Establish timeline

‣Decide which model (Z or union catalog) to use

‣Identify funding source(s)

‣Investigate vendors

‣Choose vendor

‣Begin offering service

Already in place

‣Delivery service:

Critical to success

‣INSPIRE:

Could link from magazine/journal titles to full-text through OpenURL

Next Steps

“Therealissueiswhetheryourusersarege1ngwhattheyneed,andMeLCathelpsmakethatpossibleforourusers,andinturnwehelptomakethatpossibleforusersofotherlibraries.ThatiswhatIwouldcallalegi@mate‘win‐win.’”

-- Cliff Haka, Director of Libraries, Michigan State University

Questions?