Horizon URSA

Dynix Confidential – Internal Use Only Dilemma for Libraries ILL demand is rising Cost per request same for past 10 years 75% of ILL cost is staff time ILL delivery time is still days Library budgets have been reduced

Dynix Confidential – Internal Use Only The Dynix Solution: Automate ILL Empower your Users Liberate your Staff –Automate routine tasks –Reduce per request costs & speed delivery –Route “difficult” requests to staff Maximize your investments in collections and standards-based systems with direct consortial borrowing

Dynix Confidential – Internal Use Only User-placed requests empower users Place own requests and see results –Books & other returnable materials –Journal articles & other non-returnables Online citation OpenURL link resolver Library catalog –Multi-volume works View own requests online Cancel own requests Users say they love it! *

Dynix Confidential – Internal Use Only Virtual Catalog Searches w/ Horizon Information Portal Library selects catalogs users can search Library selects lenders for each user type System finds lenders with requested item available Library A Library B Library C

Dynix Confidential – Internal Use Only 1. Search virtual catalogs or physical union catalogs 2. Request from summary list or click title to view bibliographic details & holdings How a Request is Placed

Dynix Confidential – Internal Use Only 3.Holdings information displays on detail screen.

Dynix Confidential – Internal Use Only 4. User chooses action & delivery options

Dynix Confidential – Internal Use Only 5. User completes simple options on Request Form

Dynix Confidential – Internal Use Only 6. User sees results immediately – with cost & other details in printable format

Dynix Confidential – Internal Use Only Article Request Options StartSelectOptionsRequest Search library catalog Pick journalDelivery & cost Fill in article info Online search CitationDelivery & cost “Grabs” article info OpenURL link resolver SourceDelivery & cost “Grabs” article info Fill-in Web Form N/A Fill in user & article info

Dynix Confidential – Internal Use Only Article Request 1.Search library catalogs. 2.Pick title containing desired article. 3.User enters article details if not passed in from search of online database or OpenURL link resolver

Dynix Confidential – Internal Use Only OpenURL Link Resolver Library defines look & feel, options offered by user type

Dynix Confidential – Internal Use Only Multi-Volume Request

Dynix Confidential – Internal Use Only Ordering specific volumes Volume 2 is placed on request User can return to previous screen and request other volumes

Dynix Confidential – Internal Use Only Request Management The most automated interlibrary loan system available. Links to many local circulation systems (DCB) make it an ideal solution for multi- vendor consortia, public and academic libraries. Focuses staff time and expertise on difficult-to-find requests

Dynix Confidential – Internal Use Only Staff Menus See workload at a glance Place new requests Look up requests

Dynix Confidential – Internal Use Only Flexible Staff Workflows Perform staff tasks on a single request or on batches Click Request ID to edit request details

Dynix Confidential – Internal Use Only Request Details Editable Staff can change defaults, conditions or decline requests may be sent to staff at borrowing library

Dynix Confidential – Internal Use Only Automates by linking with circulation Assigns lenders by availability Places holds at lender, checks out item Creates bib/holding at user’s library to hold, route and check out Automates by linking with circulation Assigns lenders by availability Places holds at lender, checks out item Creates bib/holding at user’s library to hold, route and check out Receive Materials

Dynix Confidential – Internal Use Only Activity reports on activity, turnaround time & fill rates New reports: Collection Development Copyright Lender fees Activity reports on activity, turnaround time & fill rates New reports: Collection Development Copyright Lender fees Statistical Reporting

Dynix Confidential – Internal Use Only Activity Reports

Dynix Confidential – Internal Use Only Traditional ILL Reciprocal Borrowing Direct Consortial Borrowing Direct Delivery or Pickup ISO 10160/10161 and NISO Z39.83 (NCIP) allow libraries new options for resource sharing Standards expand ILL options Library-to-Library Walk-in ILL Circ-based ILL Lender to user

Dynix Confidential – Internal Use Only Liberates Staff Uses Direct Consortial Borrowing model to revolutionize resource sharing –Place holds on remote resources Lender hold integrates ILL requests with local holds Borrower bib/item creation & hold key to easy circulation –Pick up at “Home Library” –Direct Delivery to users –Pickup at Lender Based on NCIP DCB Profile 3 –Optional “mapping” for non-NCIP systems Also supports “traditional” interlibrary loan

Dynix Confidential – Internal Use Only Patron self service requesting Virtual Catalog Search Horizon Information Portal Automated Request Horizon Interlibrary Loan Request Mgmt Request Management: Checks home library for ownership (dotted line) Profiles local ILL policies for availability and automatic lender assignment Integrates with major ILS for lending & borrowing staff tasks Request Management: Checks home library for ownership (dotted line) Profiles local ILL policies for availability and automatic lender assignment Integrates with major ILS for lending & borrowing staff tasks Lib BLib C Lib A Using the DCB Model

Dynix Confidential – Internal Use Only How does DCB work? UserBorrowing LibraryLending LibraryHorizon ILL Requests Materials Hold placed at first lender; optional picklist Checks home library ownership; lender availability FillChecks item out; print label/wrapper Automatically moves to next lender or expires ReceiveCreates temp bib & item; places hold; circ routing, user notification & checkout Can generate & notices ReturnCheckin on circ, then return, Can generate labels/wrappers CompleteChecks in itemTransaction may be archived

Dynix Confidential – Internal Use Only Borrowing activates link to Circulation

Dynix Confidential – Internal Use Only User placed requests increase by 50% annually ILL costs can be reduced to $8/request 75% of ILL cost is staff time ILL delivery time can be 2-4 days on average No new staff needed to handle increased volume Impact of DCB Model

Dynix Confidential – Internal Use Only DCB Speeds Delivery

Dynix Confidential – Internal Use Only DCB Reduces Costs

Dynix Confidential – Internal Use Only DCB Reduces Demand for “Traditional” ILL

Dynix Confidential – Internal Use Only ILL Product Components Horizon Interlibrary Loan –Request placement –Request management –Reciprocal Borrowing –NCIP Initiator and Responder Horizon NCIP Responder –Automates staff workflows Horizon Information Portal –Adds dedup of search results –Provides request status for users

Dynix Confidential – Internal Use Only Consortium or customer site ILL Software ISO ILL Gateway External ILL Systems External Catalog s Horizon Information Portal Local Circulation System NCIP Gateway Horizon Information Portal Dynix ASP Technical Design

Dynix Confidential – Internal Use Only Questions?

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