1. http://www.niso.org/news/events/2014/webinars/21st_century/NISO Webinar21st Century Resource Sharing:Which Inter-Library LoanStandard Should I Use?October 15, 2014Speakers:Ted Koppel, Product Manager, VERSO ILS Auto-Graphics, Inc.Margaret Ellingson, Head of Interlibrary Loan and Course Reserves,Robert W. Woodruff Library, Emory UniversityRyan Litsey, Document Delivery/Interlibrary Loan Assistant Librarian,Texas Tech University Libraries

2. Has Rethinking ResourceSharing Succeeded? A Surveyof Resource Sharing ProtocolsTen Years LaterTed KoppelAuto-Graphics, Inc.October 15, 2014NISO Webinar: 21stCentury Resource Sharing:Which Inter-Library LoanStandard Should I Use? 3. What insight do I bring? One of the original authors of Rethinking ResourceSharing document Member of IPIG (ISO 10160 standards group) Member of NCIP Standards committee 2002-present(with a minor gap) Co-Chair SIP3 Working Group Participant in various standards committees that promoteinteroperability Worked in standards development and implementationwith several ILS vendors 4. Brief Review what was the RRS document?? Document written by colleagues (mostly from IPIG groupthat had just worked on the 2002 revision) NCIP was just getting going not sure whether it wouldbe implemented Motivated somewhat by OCLCs 2003 EnvironmentalScan Pattern Recognition: Self sufficiency Satisfaction Seamlessness 5. Motivators for RRS document Uneasiness about what the 2003 ISORevision did and didnt do: Still used ASN1-BER encoding Minimal new functionality Little business case to build to it Promoted monolithic, centralized functionality on whatwas seen as a peer function Didnt significantly lower costs to libraries Didnt support unmediated ILL well 6. Rethinking Resource Sharing - Goals More capable than previous protocols Less expensive to develop (ILS and otherproviders Easier to use Easier to interoperate with ILS and othersystems 7. RRS Ten Years Later Rethinking Resource Sharing Initiative(organization: http://www.rethinkingresourcesharing.org) Star checklist to vet and recognize libraries that meetvarious functional and procedural standards Wrote and promoted RRS Manifesto Awards for innovation Involved in Discovery and Delivery initiatives 8. Concentration on Workflow RRS efforts have largely been pointed to:o Workflowo Record keepingo Policies, policy-making and executiono Fee management 9. Jigsaw Puzzle of Resource Sharing Discovery has gotten much easier Physical union catalogs continue to exist Tennessee Louisiana 100% Virtual union catalogs MassVC Mississippi Major recent trend in Hybrid state or consortium union catalogs: Some / many virtual libraries, some physical 10. Jigsaw Puzzle (2) Linkage between ILL and ILS systems Do the ILL transaction using ILL mechanism (ISO 10160,proprietary) Communicate with the ILS system using NCIP messaging tomanage the resulting circulation transaction (CILL) let ILShandle the hold pickup notice and the checkout Reverse direction for an item to be returned See: http://www.niso.org/publications/isq/2011/v23no4/jackson 11. ISO 10160, 10161, 10161-2 Messages and protocol to enable ILL request / fulfillmentprocess Based on National Library of Canadas ILL procedurescirca 1985-1986 1991: ISO standard 1997: 2nd edition, no significant changes 2004: 3rd edition passed and then withdrawn 2007: 2nd edition reconfirmed, no changes 2014 : 2nd edition reconfirmed, no changes 12. ISO 10160, 10161, 10161-2It works. ASN.1-BER encoding (effective butsomewhat of a lost art) Based largely on strict state tables Assumes centralized clearing function 13. NISO Circulation Interchange Protocol Z39.83 remote circulation functionality 45+ messages and responses, broadly separated intothe following services: Lookup services (identify something!) Update services (do something!) Notification services (tell me what you did) Three application profiles (groups of messages to do atask) DCB (Direct Consortial Borrowing) CILL (Circulation ILL connection) Self-service 14. NCIP features XML messages (many tools, easy to manipulate) Complex, versatile objects Messages and message set flexibility Real-time Sessionless Active ongoing maintenance group See: http://www.ncip.info 15. SIP2 and SIP3 SIP and SIP2 originally created by 3M for serial ports Began as communications mechanism between ILS and3M self-service machines Now widely used for interoperability between ILS andmany other third party devices and software: Computer reservations Authentication Fine payment Print management Message and response based Structured text (not XML) 16. SIP3 working group Editorial work in progress on revisedversion A number of new messages Privacy and security issues Many messages have far greater moregranular payloads Projected draft early 2015 17. ISO 18626 Interlibrary Loan Transactions Approved July 2014 Very promising development Designed to replace ISO 10160 family See: http://illtransactions.org/ Three messages (not 21!) Request Supplying library message Requesting library message 18. ISO 18626 Stateless XML structured messages http and https communications Aligned with NCIP for terminology and useHowever: Like any interoperability standard, it takes two sides tocommunicate Early work is being done, but ISO 18626 will take severalyears for widespread industry adoption 19. Drawing the lines ISO 10160 - (and eventually ISO 18626) resource sharing requests to known (orunknown) trading partners. NCIP - transactions and requests betweenknown trading partners e.g. within a consortium SIP 2/3 Usually not for resource sharing, butrather for internal software and device control 20. Library Communication Format (LCF) Developed with support from BIC (Book IndustryCommission, UK) interested in book supply chain Purports to go beyond SIP2/3 and NCIP in that it hasexplicit support for RFID transactions See:http://www.bic.org.uk/e4libraries/16/INTEROPERABILITY-STANDARDS/ 21. LCF (2) Has been described as a meta-format that takesinto account SIP and NCIP and optimizes forRFID Too soon to know: Adoption Business case 22. In conclusion Resource sharing services have improvedsince RRS was released Self-service (unmediated ILL) is more common Discovery is better Intra- and inter-state (and consortium sharing) hasgrown dramatically Interoperability lagged behind . But 23. Reason to be hopeful NCIP and NCIP-based resource sharing systems arepopping up across the country New initiatives (ISO 18626 and possibly LCF) are beingdeveloped to address infrastructural issues Time will tell will library demand make a businesscase for developing new resource sharing products? 24. Contact meTed KoppelAuto-Graphics, Inctpk@auto-graphics.com 25. NISO Webinar: 21st CenturyResource Sharing: Which InterlibraryLoan Standard Should I Use?Invisible Alphabet Soup: HowLibraries Use a Variety of (ILL)Standards Everyday and Don'tNecessarily Know ItMargaret EllingsonHead of ILL and Course ReservesWoodruff Main & Health Science LibrariesEmory University 26. Emory University: Atlanta, Georgia Schools Emory College of Arts & Sciences (4-yr) Oxford College (2-yr) Business Graduate Studies (Arts & Sciences) Law Medicine Nursing Public Health Theology Total Enrollment Fall 2013: 14,500 Undergraduate: 7800 Graduate/Professional: 6,700 University Faculty & Staff: 13,000October 15, 201426 27. Emory Libraries Woodruff Main (EMU) Health Sciences (EMM, GAUEMU) Law (EMK) Oxford (EMO) Theology (EMT) Storage (shared) Emory-Georgia Tech Library Service Center(EmTech LSC, opening 2015)October 15, 201427 28. Woodruff Main & Health Sci ILL: FY14400003500030000250002000015000100005000October 15, 2014280338273818577193671195926748Borrowing Lending TotalHealthMain 29. Techology Hardware/Software Desktop Computers (Windows) Barcode Scanners Document Scanners Telecom/Network Telephone (& Telefax) Email Web Internet Library/Bibliographic ILS (Ex Libris Aleph) Discovery Tool (Ex Libris Primo) Databases ILL Systems (OCLC ILLiad, WSILL, Docline)October 15, 201429 30. Selected Standards Hardware/Software TWAIN (1992) Energy Star (1992) USB (1996, 2008) HDMI (2002) Internet FTP (1971, 1980) TCP/IP (1974/1978, 1981) SMTP (1982, 2008) DNS (1983, 1987) POP (1984, 1988) IMAP (1986) HTTP (1991) PDF (1993, 2008) HTML (1993) HTTPS (1994) URL (1994) XML (1996) LDAP (1997) Shibboleth (2003)October 15, 201430 31. Selected Standards Library/Bibliographic ALA ILL Request Form (1952) AACR (1967, 1978) MARC (1968, 1999) ISBN (1970, 2007) ISSN (1971) Z39.50 (1988, 2003) ISO ILL Protocols (1991, 1995) OpenURL (1998) NCIP (2002, 2012) RDA (2010) ISO 18626:2014 (July 2014)October 15, 201431 32. October 15, 201432 33. Selected Standards Organizations UPU Universal Postal Union (1874) ANSI American National Standards Institute(1918) NISO (U.S.) National Information StandardsOrganization (1939) ISO International Organization forStandardization (1947) W3C World Wide Web Consortium (1994)October 15, 201433 34. Item Discovery URL navigate to website HTML/XML web page display AACR2/MARC/RDA Item description/metadata ISBN identify monographic item ISSN identify serial itemOctober 15, 201434 35. Customer Request LDAP login to catalog/request system Shibboleth single-sign-on OpenURL transmit request data to ILL or othersystemOctober 15, 201435 36. Requesting Library OpenURL receive request data from customer Z39.50 search local and/or remote catalog(s) ISO ILL Protocols request messaging betweenlibrariesOctober 15, 201436 37. Supplying Library ISO ILL Protocols request messaging betweenlibraries Z39.50 catalog searching & data import NCIP create record in circulation system & chargeitem TWAIN scan requested document TIFF document transmission format PDF document display formatOctober 15, 201437 38. Receipt & Payment ISO ILL Protocol request messaging NCIP create bib record &/or update Circ system TIFF document transmission format PDF document viewing format LDAP customer authentication Shibboleth single sign-on International Reply Coupon (UPU) form of payment,especially for international transactionsOctober 15, 201438 39. Troubleshooting Problems Metadata contact catalogers/metadata specialists withspecific information about bibliographic, holdings, location,call number OpenURL contact appropriate expert(s) &/or check URLitself, target server name, genre, and field mapping in targetsystem Z39.50 contact appropriate expert(s) &/or check Z39.50specs in target catalog & configuration in the client system LDAP check with identity management experts foryour organization re: customers status, credentials, etc. Shibboleth remind customers to close their browserin order to end their single-sign-on sessionOctober 15, 201439 40. October 15, 201440 41. Questions?October 15, 201441 42. Thank you!Margaret EllingsonInterlibrary LoanWoodruff Main LibraryEmory UniversityAtlanta, GA 30322-2870404-727-6893margaret.ellingson@emory.eduhttps://emory.academia.edu/MargaretEllingson 43. NISO 2014 44. Occams ReaderOur vision stems from the idea that, Other things being equal,a simpler explanation is better than a more complex one.A collaboration between 45. Our Story So Far Spring 2011 Launched GWLA EBook Lending TaskForce Fall 2011 First Occams Reader planning meeting Fall 2012 First proof-of-concept demo to GWLADeans Spring 2013 Occams Reader began alpha testing Fall 2013 Added features, major publisher interest Spring 2014 Partnership with Springer announced April 7, 2014 First transaction recorded September 1, 2014 Over 250 eBooks have been shared 46. The Occams Reader Team 47. Patron makes an ILLrequest in the normalmanner, Borrowing staffconfirms with add-onILL staff at the lendinglibrary receives therequest in ILLiadILL staff activates theOccam's ReaderILLiad add-on andlaunches the Occam'sReader softwareOccam's Readerprocesses the requestand uploads the eBookLending library sendsan Occam's Readergenerated emailBorrowing librarycompletes therequestHow itworksBorrowing libraryreceives the email withlog in credentials andforwards it to thepatron 48. Current Features Lendero Support for plain text and PDF eBookso Customizable image quality and text rendering settingso Complete ILLiad integration (as an add-on) Servero Secure online access to borrowed eBookso Occam's Reader interface discourages piracy through simplicityo Usage tracking and statistics Borrowero At place of request the ILL staff has access to Occams Reader discoverabilityserviceo Viewable on any device with an internet connectiono Ability to zoom, rotate, previous, next and jump to page 49. ILLiad Addon IntegrationLUA scriptPHP web pagesShares ILLiad dataBorrowing addon:discovery toolLending addon:software launcher,email generator 50. The Conversion SoftwareWindows .NETprogram launchedfrom within ILLiadGenerates, archives,and uploads imagesPrerequisites:Imagemagick,GhostScript, 7zip 51. Web Viewer Function across all web browsers Display PNG images Zoom Pan (move) across the page image Rotate the page image Navigate to next/previous pages Jump to specific pages 52. Occams Reader Web ViewerOpenSeadragon +MoreJavascriptPHP HTML5 53. OR Viewer SampleFrom page 54 of the viewer demo at OccamsReader.org/demo 54. Occams Reader Pilot Terms Key Points Springer eBook chapters and full eBooks will be eligiblefor use in this pilot Requestor viewing time shall be set at 14 days for fulleBooks and 90 days for eBook chapters. Additional loantime will require another loan request. Request & loan details, including institutions involved andISBNs, (but not including personal information) will beshared with Springer. Development of a new discovery layer toaccommodate multiple types of eBook discovery 55. Occams Reader Pilot Statistics 964,655 Springer eBook titles among 33 GWLA Librarieso Most are available as a single PDF, but some are split into chapters 113,854 distinct Springer eBook titles in this set Top 10 institutions with the most Springer eBooks:o University of Arizona (95,785)o Texas A&M University (82,835)o Oklahoma State University (63,033)o University of Oklahoma (60,682)o University of Illinois Chicago (52,559)o Texas Tech University (48,622)o University of Nevada Las Vegas (48,521)o Southern Illinois University Carbondale (43,020)o University of Southern California (42,916)o University of Wyoming (41,553) Over 250 eBooks lent to patrons so faro Feedback survey (feel free to leave a comment yourself) 56. Occams ReaderGoogle Analytics:General Overview 57. Occams ReaderGoogle Analytics:Audience Overview 58. Lessons Learned The need for a standalone version for non ILLiad librariesor ILLiad libraries with unique instances Refinement of the discovery layer **Inclusion of home library in lending strings Workflow improvements Enhance image conversion process 59. Future Goals Add watermark capability Support additional eBook formats other than PDF Add options to enforce local lending policies Continue to refine the discovery layer Improve the image conversion experience Offer a recommend for purchase option after the item has beenused via ILL 60. Thank You Occams Reader Projecto www.OccamsReader.orgo Libraries.occams.reader@ttu.edu Ryan Litsey ryan.litsey@ttu.eduAssistant Librarian Document DeliveryTexas Tech University Libraries Kenny Ketner kenny.ketner@ttu.eduSoftware Development ManagerTexas Tech University Libraries And thank you to our Occams Reader Team Members:o Joni Blake Executive Director, Greater Western Library Allianceo Naomi Chow Librarian, ILL/ESP, University of Hawaii at Mnoao Arthur Shum Educational Specialist, University of Hawaii at Mnoao Erin Kim Information Technology Specialist, University of Hawaii at Mnoao Wing Leung Information Technology Specialist, University of Hawaii at Mnoa 61. NISO Webinar:21st Century Resource Sharing: Which Inter-LibraryLoan Standard Should I Use?Questions?All questions will be posted with presenter answers onthe NISO website following the webinar:http://www.niso.org/news/events/2014/webinars/21st_century/NISO Webinar October 15, 2014 62. 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