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Simon Edwards E4libraries Consultant [email protected] .com E4libraries systems workshop Setting the scene - what we hope to achieve from the workshop Simon Edwards, e4libraries consultant

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Simon EdwardsE4libraries Consultant

[email protected]

E4libraries systems workshop

Setting the scene

- what we hope to achieve from the workshopSimon Edwards, e4libraries consultant

Simon EdwardsE4libraries Consultant

[email protected]

Setting the scene

• E4libraries Project– Objectives– Phasing– Scope– Findings– Recommendations

Simon EdwardsE4libraries Consultant

[email protected]

Setting the scene

• E4libraries Systems Workshop– Objectives– Workshop Programme– Ground rules– Outcomes

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Project

• Objectives– Encourage take up of beneficial technologies:

• EDI, RFID

– Encourage Standards and Interoperability– Exploit the benefits of EDI and RFID

• cost reductions, efficiency, catalysts for change

– Promote the role of BIC

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Project

• Where are we with the project– Research => Scoping Report (Sept to Oct)– Scoping Report => Steering Group (Nov)– Systems Workshop (Now)– Publish Scoping Report (Jan 08)– Quick wins/recommendations

• Detailed research e.g. library/LS/LMS capability

• Questionnaire

• Parallel phase for academic library supply chain

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Project - Phases

ResearchScoping PhaseScoping ReportRecommendations/Quick Wins

Development Phase Detailed ResearchStandards DevelopmentSystems Development

Promotional Phase Promotional effortInformationConsultancy/Advice

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Project Scope

• Public Libraries and Academic Libraries

• Bibliographic information supply

• EDI

• RFID

• Focus on standards and systems interoperability

• Maintain a watching brief on: • e-books, serials, e-readers, other new technologies

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Project

LibraryLibrarySupplier

Orders

Quotes

Order Response

Order Fulfilment

Invoice

EDI messages:

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Findings

• EDI: preliminary data on usage– Quotes >30%– Orders >70%– Order acks/responses <30%– Order Fulfilment/Cat Services/Item Load: <15%– Invoices: <15%

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Findings

• Different ways to specify classification in an order

• Additional text fields for individual implementations

• On-going data management workload for LS

• Even MARC record containing invoice info

• ...so benefits less easy to obtain

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Findings

• Who benefits from which message?– Libraries:

• Quotes, Orders, Order Responses, Order Fulfilment, Invoice

– Library Suppliers:• Orders (data manipulation is a cost)

– LMS supplier• Charging for each implementation?

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Findings

• Tendering– Libraries ask for something (outside the standard)– Library suppliers say “Yes” so as not to lose the

business– Surely more of a dialogue needed– Could a 3rd party get involved and ask/answer the

important questions:• Is that what you want?

• Is that the best way to achieve this?

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Findings

• RFID: 6 versions on the market – low interoperability– BIC/EDItEUR working on the ISO standard– 2 models

• both may end up in standard

– Still won’t know what data will actually be put on the RFID tags

– What about all RFID tags already implemented - Are you ISO standard compliant?

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Recommendations

• Detailed research into:– Current EDI Capability, Gap Analysis,

• Information about EDI– Website containing: How-to guides, top tips,

standards info, guidelines, case studies etc.

• Set up Accreditation Scheme– for Libraries, Library suppliers and LMS

suppliers

Simon EdwardsE4libraries Consultant

[email protected]

EDI Capability

Library Authority ORDERS ACKS QUOTES

Catalogue Services/Item Load/Order Fulfilment

INVOICE LMS NAMECOMMS

METHOD (e.g. VAN or FTP)

Comments

Barsetshire Libraries Y Y Y N N Biblio-Dynix FTP extra servicing on…Ruritania Libraries Y N N N N AB Systems VAN special treatment of…

What would your chart look like?

All to standard?

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Accreditation

If you are doing EDI to standard with all the EDI messages relevant to your organisation...

Then we’ll accredit you!

This accreditation will show that your organisation is efficient and technology competent

2008

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Systems Workshop

• Objectives– To discuss the issues around implementing EDI

and RFID in the library sector– To get all delegates to understand:

• the situation, the progress made and the problems

– To work out how to move forward so that:• libraries can exploit the available technology

• and obtain the efficiency and cost reduction benefits

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries Systems Workshop

• The Workshop Programme– Input sessions on RFID, Library Supply– EDI Case study, LMS integration issues,– and viewpoints from Bibs, Financial, Academic,

• Breakouts– 5 groups of 10 delegates– 4 tricky questions to be answered– Feedback, Outcomes and an Action Plan

Simon EdwardsE4libraries Consultant

[email protected]

ILL

ConsortiumOPAC

E4libraries Systems Workshop

LMS LSEDI

AuthorityFinancialSystems

Library Data Monitoring

???

???

BibliographicSupplier

MARC

OPAC

???

RFID

SIP2e.g. BookScanBridgeall etc.

E-books? ???

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries systems workshop

• So, the ground rules...– Let’s be open and honest

– Let’s work together to solve common problems

– Say if you disagree - let’s discuss

– Let’s focus on our objectives:

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries systems workshop

• To exploit available (and future) technology...– to improve the library supply chain

– to reduce costs and administrative overhead

– to enable libraries to survive, compete for resources and deliver better services

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries systems workshop

• One more thing...– Technology, systems, standards and

interoperability are not ends in themselves

– A customer pays for these things and should only pay if they will get benefit from them

– This workshop is about helping the library supply chain to work better and provide a better service at lower cost

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries systems workshop

• Workshop Outcomes– Write up findings from breakout groups

– Produce action plan to go with quick wins

– Check with steering group

– Publish findings

Simon EdwardsE4libraries Consultant

[email protected]

E4libraries systems workshop

Simon EdwardsE4libraries Consultant

[email protected]

Mobile: 07742 988391

Setting the scene

What we hope to achieve from the workshop

Thank You