NISO Circulation Interchange Protocol A Standard in Development Pat Stevens, OCLC July 13, 2000.
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Transcript of NISO Circulation Interchange Protocol A Standard in Development Pat Stevens, OCLC July 13, 2000.
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NISO Circulation Interchange Protocol
A Standard in Development
Pat Stevens, OCLC July 13, 2000
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Topics
BackgroundWork to date
Approach Progress
Challenges
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What Do Users Want?
Simple accessReliable, fast delivery
I.e., services like Amazon.com
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More Specifically...
Easy, powerful, one-stop search and find
“Request” requiring minimal keyingAbility to track request (e.g. UPS)Guaranteed, fast deliveryIntegrated management of their loans
(from local collection and outside…)
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Make it Easy! (example)
John Smith - items charged:
British Art in the 20th Century Due 8/15/00[borrowed from local collection]
Bradshaw, T. Bloomsbury Artists Due 7/30/00[requested and borrowed directly from consortial partner]
Holroyd, M. The Art of Dora Carrington Due 7/15/00[not in local collection or consortium; borrowed from unaffiliated library via traditional ILL]
Gombrich, E. History of Art Due 7/10/00 10:00 pm[E-book, charged for use online]
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New Supply Models
Local Library
Consortial Partners
Unaffiliated institutions
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Vendors & Systems - potential uses of protocol
ILS/Circ Sys
ILS/Circ Sys
ILLILL ILLILL
ILS/Circ Sys
ILS/Circ Sys
ILS/Circ Sys
ILS/Circ Sys
SelfService
SelfService
ILS/Circ Sys
ILS/Circ Sys
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The Standard and Scope
A repertoire of messages & associated rules of syntax and semantics
Between and among computer-based applications to effect circulation to support controlled access to certain
electronic resources or other library services
Not to define circulation functions
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Supports 3 application areas
Direct consortial borrowingCirculation/Interlibrary Loan
InteractionSelf-service Circulation
The standard’s test bedIt must support these, may support
others
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Standards environment
3M Standard Interchange ProtocolISO 8459-4:1997 Bibliographic Data
Element Directory: Part 4: Circulation Application
ISO 10160/61 Interlibrary Loan Application Service Definition & Protocol Specification
ANSI/NISO Z39.50-1995 Information Retrieval: Application Service Definition and Protocol (ISO 23950)
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3M SIP
De facto standard for self checkoutExtended to support other functionsAllows the committee to build from a
base of practical applications3M and other vendors experienced
with the SIP are active participants
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A Goal -- as possible
Use existing definitions and terminology
Permit developers to meld standards into a single application
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Technical Assumptions and Design Principles
Keep it simple and within purposeConfirmed Service -- Pairs of messages
Initiation -- response pairs Each message carries full context
necessary for processing Requires connection-oriented transport
Simple State Table governs messaging not circulation
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Message Syntax, Transport Protocol and Encoding
Message Syntax and Encoding Syntax -- XML DTD Message encoding -- XML following DTD
Transport To be decided at August, 2000 meeting
Directly on top of TCP/IPWrapped in another protocol
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3 Service Types
Lookup tell me something about
Update please take an actionNotification I have taken an action
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Messages
about 3 things (objects) Users Items Agencies (Libraries)
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Lookup Services
Lookup Lookup Agency Lookup Item Lookup User Authenticate User
Not Authorize UserAuthorization request implicit in an update
Lookups require a Unique ID
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Lookup Response
Did not Understand MessageUnderstood Message
Cannot Supply Information and Reason Can Supply and the Information
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Unique ID’s
Agency ID’s Registration scheme Value in Scheme Example OCLC and OCLC Symbol
User ID and Item ID are compound Include the Agency ID
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Update Services
CheckOut Item and Undo Checkout Item
CheckIn Item Recall Item and Cancel Recall Item Renew Item and Cancel Renew ItemRequest Item and Request ItemSend User NoticeTypical Circulation Transactions
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Update Services continued
Create Agency and Update AgencyCreate Item and Update ItemCreate User and Update UserUpdate User Fiscal AccountCreate Services used for new objectsUpdate Services include modify and
delete
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Update Responses
Did Not Understand MessageUnderstood Message
Cannot take Action Requested with Reason
Did Take ActionResponse includes information on action
taken,Examples: Due Date, Item or User ID
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Notification Services
Item CheckedOutItem Checked InItem Recalled and Item Recalled CancelledItem Renewed and Item Renewed
CancelledItem RequestedUser Fiscal Account UpdatedUser Notice Sent
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Notification Service ...
Agency Created and Agency UpdatedItem Created and Item UpdatedUser Created and User Updated
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Notification Service Response
Did not understand messageUnderstood message
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Messages defined in a DTD
Each service has 2 messages Initiation and Response
All messages have Header and Body
Header provides identifying information
Body provides detailsExtensibility a goal
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Checkout Message
<NCIPMessages> <CheckOutItem>
<InitiationHeader> <FromSystemID>data</FromSystemID> <FromSystemAuthentication>data</ FromSystemAuthentication> <FromAgencyID>data</FromAgencyID> <FromAgencyAuthentication>data</FromAgencyAuthentication> <ToSystemID>data</ToSystemID> <ToAgencyID>data</ToAgencyID> </InitiationHeader>
<AuthenticationValue> <Ordinal>data</Ordinal> <AuthenticationInput>data</AuthenticationInput> </AuthenticationValue>
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Checkout Message continued
<UniqueUserID> <UniqueAgencyID> <Scheme>data</Scheme> <Value>data</Value> </UniqueAgencyID> <Value>data</Value></UniqueUserID>
<UniqueItemID> <UniqueAgencyID> <Scheme>data</Scheme> <Value>data</Value></UniqueAgencyID> <Value>data</Value></UniqueItemID>
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Checkout Message continued
<UserElementId> <UserElementName>data</UserElementName> <UserLookUpType>data<UserLookUpType></UserElementID>
<ItemElementId> <UserElementName>data</UserElementName> <UserLookUpType>data<UserLookUpType></ItemElementId>
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Checkout Message continued
<FeeAmountAcknowledged> <CurrencyCode> <Scheme>data</Scheme> <Value>data</Value> </CurrencyCode> <CurrencyValue>data</CurrencyValue> </FeeAmountAcknowledged>
</CheckOutItem></NCIPMessages>
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Approach
GOAL -- Draft Standard for Trial UseAllow for implementations prior to ballotIdentify early implementers
Implementers invited to August meetingDevelop tests
Message level testing Application level testing
DSFTU - August 2000
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Structure of standard
Protocol: services, high-level objects, message state
Cross Application profile: specifies encoding via XML schema for messages, data objects, transport
3 Application-specific profiles: Self-Service, Direct Consortial
Borrowing, ILL to Circulation
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Challenges
Allowing for local practice Within libraries and consortia Allowing for international use
Moving target Technology Library practice
Allowing for new applications