freedom by design Robin Murray Managing Director Fretwell-Downing Informatics Portals to ILL - Discovery to Delivery

freedom by design Agenda  Introduction  Portals to ILL - Barriers to use of (e)- Resources  Models, Problems, Systems, Solutions  ILL within a ‘Portalised’ Environment  VDX, Docusend  Summary

freedom by design Fretwell-Downing Informatics  Offices  Sheffield - UK  Kansas City - USA  Melbourne - Australia  Amsterdam - Netherlands  Distributors  Middle East  Eastern Europe  South America

freedom by design Clients - Examples  ILL /Resource Sharing - examples  National Library of Australia  National Library of New Zealand  OHIO Public Library Network  Colorado  University California ...  >20,000 libraries  Information Portals - examples  GlaxoSmithkline  Public Records Office  ARL Scholars Portal  Others  LDS  US National Archives and Records Administration

freedom by design Portals to ILL - Barriers to use of (e)-Resources

freedom by design  Quote:  We have 200 licensed databases  We have a library catalogue  Our content budget is $nM per annum  We have 45,000 students  What do they do?  Search Google Interface Overload - Anecdote

freedom by design Interface Overload - JISC

freedom by design Manifestations  To the user  Quality of information  accuracy, provenance, reliability  To the institution  Use of resources  To the information professional  life or death?  Maximising Value from e-Resources  Maximise Appropriate Use

freedom by design Conclusion  (e)-Resources are massively under- utilised  Information professionals must address this  This is happening in all information- intensive environments  Education, Research, Health, …  Problem must be solved for all delivery channels

freedom by design Fundamentally  Web-age expectations  Information environment is just too complicated –Too many Interfaces –Cannot merge results across sources  Must Join up and simplify the D2D Process –Move from finding the citation to requesting the item seamlessly, whatever the source.  Maximising Value from Resources  Maximise Appropriate Use

freedom by design Models, Problems, Systems, Solutions

freedom by design D2DD2D Discover Locate Request Deliver Single Search : Intranet Internal Documents Library Catalogues Internet search engines Electronic Journals Citation Databases Relational Databases Directories... Appropriate Copy From : Local resources Remote resources Physical / digital Database subscriptions Library Catalogues Electronic Journals Order From : Local resources Commercial suppliers Online sources Remote libraries Document suppliers Digital Physical

freedom by design Discovery Delivery  discovery problem  how to provide seamless discovery across multiple content providers  appropriate-copy problem  how to provide access to the most appropriate copy of a resource (given access rights, preferences, cost, speed of delivery, etc.) The problem(s)…

freedom by design The Systems  Portal  Link Resolver  ILL / Document Delivery System

freedom by design Portal Information Portal Internet Search Engines XML Library Catalogues Full-Text Databases Intranet E-Journals Single Search Multiple Search Protocols Z39.50 LDAP http SQL... Variable Search capabilities & semantics Multiple Record Schema MARC DC EAD HTML Variable cataloguing standards Holdings Single Interface - Personalised - Contextualised Single Consistent Result Set

freedom by design Document Delivery / ILL Management System Link Resolver Local Library Full Text Online E-Journals Physical Doc-Del Web Pages Electronic Doc-Del Link Resolver Other Search Interfaces Portal Appropriate-Copy Delivery OpenURL Multiple Delivery / Linking Mechanisms Dynamic links to Local Holdings Static Links Full-text databases Dynamic Linking to full-text - OpenURL DOI/CrossRef Linking Single, Consistent Environment for all delivery channels Immediate Access to Content Linked Services

freedom by design Doc-Del / ILL ILL/DD System Local Library Consortial Libraries British Library Physical Doc-Del Commercial Doc Suppliers Electronic Doc-Del Appropriate-Copy Delivery Portal Other SystemsLink Resolver OpenURL / /... Multiple Suppliers / Requesting Mechanisms Rule-based mediation Automatic document location Automatic rule-based routing and forwarding Physical / Electronic delivery

freedom by design FDI Solutions  Portal  Link Resolver  ILL/DD Open System Components

freedom by design ILL in a ‘Portalised’ Environment  VDX  Implementations  The Docusend Service

freedom by design VDX  Patron Initiated / Staff initiated  Mediated / unmediated  Intelligent Routing  Physical / Electronic Document delivery  Ariel, Post to Secure Web Space  Single institutions - massive consortia   Physical / Virtual Union catalog   Locally managed / Web Hosted  Standards  Z39.50, ISO ILL, SIP, NCIP, GEDI, OpenURL  Standards for Step-change in service  Z39.50, ISO ILL, SIP, NCIP, GEDI, OpenURL

freedom by design  State of Ohio  Virtual union Catalog, 5000 libraries, unmediated  Australia  Heterogeneous peer-to- peer  Ontario  International peer-to-peer Live ISO ILL Implementations  Glaxosmithkline  Single institution, patron initiated, unmediated, full-text linking  New Zealand  500 libraries, Staff initiated, Physical Union Catalog  State of Colorado  Virtual Union Catalog, 3000 libraries Glaxosmithkline Single institution, multi-location Patron initiated, semi-mediated from researchers desktop Automatic sourcing OpenURL linking to local subscriptions Local holdings Other locations’ holdings Commercial suppliers (depending on location) BMA, RSC, BL,... National Library of New Zealand 500 libraries Physical Union Catalogue - Endeavor Staff Initiated Automatic routing and load levelling State of Colorado 3000 libraries Virtual Union Catalogue Patron Initiated - central statewide patron file Automatic routing and load levelling Have produced study on cost savings State of Ohio 5000 libraries Virtual Union Catalogue Patron Initiated - distributed authentication Automatic routing and load levelling Australia National Library 6000 libraries Staff initiated Physical union catalogue: Amicus then Endeavor Integrated billing Universities Individual systems Patron Initiated, unmediated Peer-to-peer integration Distributed payments gateway Ontario Council of University Libraries 20 libraries Patron initiated Virtual union catalogue Now linking their consortia to others Routing preference: Internal to consortia CISTI BL Australia

freedom by design Docusend Service  Service using VDX  Supply Libraries þ Manchester, UMIST, Leeds, Birmingham, Kings, UCL, Westminster, MMU, Manchester Business School, LSE þ British Library  Patron initiated, Automated routing  Electronic (Ariel) article delivery to user  Posts to secure web space  Hosted Web Service

freedom by design Docusend Service - Options  Automatically checks local holdings before forwarding request  Integrated Link Resolver  Customised for local subscriptions  Works with or without local Link Resolver

freedom by design Integrating Docusend into environment  Options  OpenURL  Either from local link resolver or from native interfaces, or portal   Web form

freedom by design Status  Been in limbo for 6 months  New Docusend project manager now in place  Gordon Bower, York University  Now implementing at UMIST  Portal, Linking, ILL

freedom by design Summary  Need to maximise value from (e)-Resources  Maximise appropriate use  Move the point of aggregation to the user  Join-up services  Portals, Link Resolvers and ILL/DD systems are key tools  ILL/DD systems can now provide step-changes in service levels  New role of the information professional

freedom by design Robin Murray Managing Director Fretwell-Downing Informatics Portals to ILL - Discovery to Delivery