SUMMIT BORROWING DAY July 19, 2007 Sandy Westall Senior Vice President for Library Service Innovative Interfaces, Inc.

CONGRATULATIONS TO ONE AND ALL! Summit means –Sharing –Cooperation –Teamwork And most of all: SUCCESS We all congratulate you on 1 Million loans

INN-Reach Systems Expansion and Growth

INN-Reach Systems Recent Trends – They grow, they merge, they grow 21 INN-Reach Systems Worldwide LINK+ San Diego Circuit MeL OhioLINK Maine InfoNet MOBIUS AccessPA InRhode ConnectNY Others … ShareLaw Andalusia Hong Kong United Arab Emirates New South Wales C/W MARS Houston Area PASCAL NExpress SUMMIT PROSPECTOR Link-In SearchOhio

INN-Reach Systems Recent Trends – They grow, they merge, they grow 21 INN-Reach Systems Worldwide LINK+ San Diego Circuit MeL OhioLINK Maine InfoNet MOBIUS AccessPA InRhode ConnectNY Others … ShareLaw Andalusia Hong Kong United Arab Emirates New South Wales C/W MARS Houston Area PASCAL NExpress SUMMIT PROSPECTOR Link-In SearchOhio

SUMMIT Characteristics 33 libraries All academic libraries Across 2 states 8.9 Million Bibliographic records 28.2 Million Item records 388,000 Requests per year 94.8% Fill Rate Similar to other INN-Reach systems ….. yet unique in the total package

33 Libraries Most like –Prospector (Colorado & Wyoming) 24 libraries –LINK+ (California & Nevada) 39 libraries and growing –MOBIUS (Missouri) over 50 libraries

All Academic Composition Most like –ConnectNY (New York) –NExpress (Maine & Massachusetts) –PASCAL (South Carolina) –InRhode (Rhode Island) –HKALL (Hong Kong) –BONUS (Australia) –Andalusia (Spain) –Emirates (UAE)

Across Two States Most like –LINK+ (California & Nevada) –Prospector (Colorado & Wyoming) –NExpress (Maine & Massachusetts)

8.9 Million Bibs, 28.2 Million Items Most like: –MOBIUS (6.4 Million Bibs, 20.6 Million Items) –MeL (7.2 Million Bibs, 23 Million Items) –Prospector (7.2 Million Bibs, 22.7 Million Items) –LINK+ (8.9 Million Bibs, 25.9 Million Items) Largest Databases: OhioLINK: over 10 Million Bibs and 46 Million Items AccessPennsylvania: over 14 Million Bibs (catalog only)

388,000 Requests per Year Most like –MOBIUS: 186,000 –MeL: 290,000 –LINK+306,000 –Prospector485,000 Most requests per year: OhioLINK at 828,000

Success for Summit, Success for Innovative A long-term partnership between Summit and Innovative Robust and Productive –Like the Maytag repairman, Innovative is proud of the stability and strength of INN-Reach –Lots of transactions, few issues 1 Million Loans = 8 Million Transactions (or more) –So robust that requesting and fulfillment can be taken for granted –It’s a way of life that few faculty or students could do without

What’s New

ArticleReach ArticleReach brings the ease of use of INN-Reach to patron-initiated requesting of journal articles Reduces ILL costs and speeds fulfillment Can be used independently from INN-Reach

ArticleReach: Elements contributing to success Trusted trading partners Agreement on policies Commitment to fast turnaround No transaction fees Fits into existing workflow Fast, efficient, easy-to-use Built on same philosophy as INN-Reach

ArticleReach Components Mechanism for initiating a request –3 ways to initiate request Staff module for responding to requests Automatic processing wherever possible Option for electronic delivery to patron Option to output to ILL systems

Shared catalog contains union catalog of holdings

Initiate a request from within the union catalog

Request link displays if: -022 in Bib record (has ISSN) and/or -856, 866 or 947 in Institution record (has holdings)

Initiate a request using an OpenURL

Initiate a request by submitting a request form

Standard INN-Reach Patron Authentication Patrons verify between the link to place request and the form to submit request

ArticleReach automates Identifies potential suppliers Requests copy from supplier Notifies patron that request has been filled Optionally can electronically deliver copy to patron

ArticleReach Implementations NExpress –7 Private Colleges in New England –Live for entire Academic Year: ArticleReach Direct – ARL Academic Libraries and CRL Includes Univ. of Oregon and Washington State Univ. –Soft Launch in May 2007 –Over 3000 requests in June 2007 MeL – In test mode

Enhancements for Release 2006 and 2007

Release 2006: Patron Privacy INN-Reach circulation messages no longer include personal patron data when sent between local sites. Address is no longer a required field for INN-Reach patron verification.

Release 2006: Internationalization To accommodate titles of extended length, the number of characters from the title field sent in INN- Reach circulation messages now contain to 256 characters. (from 32 characters).

Release 2006: Standards An improved matching algorithm accommodates the 13 digit ISBN.

Release 2006: Reports INN-Reach Too Long Reports are available in Millennium, with additional displayable fields and sorting capabilities.

In-transit Too Long

Release 2007: INN-Reach Pass-through button available by Scope The pass through search button for INN-Reach can appear only on specified Scopes in a shared local server, allowing INN-Reach participation of individual libraries in shared, non-agency local systems.

SearchOhioLINK button displayed for some scopes, but not others

Release 2007: Link from no-hits browse It will be possible to locate the link to the central catalog next to the "Your Entry Would Be Here" message in a no-hits browse

Release 2007: INN-Reach and Encore The central INN-Reach catalog can be included as a facet in Encore for libraries that participate in an INN-Reach system

Release 2007: Custom forms for INN-Reach LDAP patron verification The LDAP version of the patron verification form will be customizable by library

Release 2007: Multiple Requests w/o reauthentication Patrons will be able to place multiple requests without needing to re-authenticate prior to each request

Release 2007: Placing requests on behalf of patrons Staff will have the ability to initiate INN-Reach requests on behalf of their patrons, using an agency-specific access code specifically designed for staff mediated requesting. Staff placing a request on behalf of a patron will have the ability to request a specific item. (It will also be possible to offer only staff-mediated requesting.)

Placing requests on behalf of patrons Launching the WebOPAC from Millennium Circulation, staff will be able to navigate to the central catalog an place an INN-Reach hold on behalf of a patron. In addition, staff placing a request on behalf of a patron will have the ability to request a specific item.

Release 2007: Customizable paging slips INN-Reach paging slips will be customizable, including the ability to use the paging slip a a bookband for self-service holds.

Release 2007:SIP2 Checkout for INN-Reach items It will be possible to checkout INN-Reach items on devices that use the Innovative SIP2 interface. SelfCheck units, such as 3M, will now be able to handle the INN-Reach virtual items

Release 2007 New Products for INN-Reach Libraries

Local URL Local URL support provides a means for differentiating between generally available resources and locally licensed resources in the central catalog A locally defined MARC field will display in both the local and central catalog as a clickable link to the resource described.

NCIP support INN-Reach systems using the Innovative DCB system will have the option of providing NCIP messaging between the DCB system and their members who use non-Innovative library systems.

Pass2ILL, INN-Reach INN-Reach requests that could not be filled can be forwarded to the interlibrary loan department for further handling.

ArticleReach 2007 Enhancements

Secondary match on ISSN For INN-Reach systems that want to consider 022 subfields when records are loaded to the central server, secondary matching on ISSN will attempt a match on either the 022|a or the 022|y (if contained in identical subfields in the incoming record and the existing record)

ArticleReach Preferred Methods Patrons and participating libraries will be able to indicate their preferred methods of supply and delivery of articles requested via ArticleReach.

Customizable paging slips ArticleReach paging slips will be customizable, including the ability to print the Request ID as a scannable barcode so that staff processing the request can scan in the RequestID number.

Pass2ILL for Millennium ILL Article requests that cannot be supplied by an ArticleReach partner can be passed to Millennium ILL for further handling.

Questions?