1. RACER The Launch of VDX at University of Toronto
Amy Greenberg & Sue McGillivray
September 25, 2003

2. Today's Presentation at a Glance
Toronto Implementation
How do patrons use RACER at UofT?
How is it set up for ILL Staff?
Accessing the System
Demo of RACER ILL
From the perspective of:
Patrons
Requesting/Borrowing Library
Responding/Lending Library
OCUL Project Overview
Historical Background
Current Status
RACER
What is it?
What does it do?
Components
System Configuration
System Functionality

3. Ontario Scholarsportal Access to Scholarly Information Resources
OII Strategic Programmes
Ontario Council of University Libraries
20 Institutions
Scholarsportal Website
Content Coordination via CNSLP
Scholarly Information Resources (SIRS)

4. OCUL ILL Project Background
Need to replace Aviso ILL software
May 1999 OCUL meeting
University of Toronto ILL Transition Team software review
October 1999 ILL Management software review by Tri-University Group (TUG)
March 2000 OCUL ILL meeting unanimously recommends Fretwell-Downing's VDX software be used throughout OCUL
Recommendation accepted by the OCUL Directors
April 2000 OCUL established the OCUL ILL Task Group
FD Contracts, Equipment Purchases, TIG staff hired

5. Project Team Tactical Implementation Team (TIG)
Shane Chan (System Administrator)
Amy Greenberg (User Support)
Sue McGillivray (User Support)
Vidhya Parthasarathy (Programmer)
Carol Stephenson (Project Manager)
University of Toronto Contacts
Helen Michael
Susan Stone

6. OCUL ILL Project Groupings
Guelph
Trent
Waterloo
Western
Wilfrid Laurier
Windsor
Group 3
Laurentian
Ottawa
Group 4
Carleton Nipissing
Lakehead York
Laurentian Queens
Toronto
Group 2
Brock
McMaster
Ryerson

7. OCUL ILL Project Timelines
Summer ◊ System Configuration
◊ OCUL Single Search Catalogue Access
Fall ◊ Group 1 Setup, Training & Testing
Winter 2002/03 ◊ Group 2 Setup, Training & Testing
Spring ◊ Group 4 Setup, Training & Testing
Summer ◊ Group 1 & 2 Production
◊ Group 3 Setup, Training & Testing
Fall ◊ Group 4 Production
◊ System Upgrade
◊ Bilingual RACER Interface
◊ Group 3 Production

8. OCUL ILL Project Milestones
June First 8 Libraries Go Production
Brock, Guelph, Ryerson, Trent, Waterloo, Western, Wilfrid Laurier, Windsor
September 2003 – 2 More Libraries Go Production
Carleton, Lakehead
Fall 2003 – More Sites Go Production
Nipissing, Queens, Toronto
December 2003 – Remaining Libraries Go Production
Laurentian, McMaster, OCAD, Ottawa, York

10. Rapid Access to Collections by Electronic Requesting
R Real time searching, requesting, messaging
A Centrally accessed and maintained system
C Single Z39.50 interface to OCUL Catalogues +
E Staff - automated processes
R Patrons – Web initiated ILL requesting

12. Access OCUL
Catalogues
Access OCUL
Catalogues

13. RACER System Components
Fretwell-Downing's VDX and Zportal software
Windows and Web clients
5 servers - UT
Central Oracle database
Messaging "Drivers" ISO and Generic Script (Aviso)
Peripherals (patron loader, web form reader)

16. Managing ILL Requests Across Ontario & the World

17. Virtual Document eXchange
VDX
Environment
Virtual Document eXchange

20. Benefits & Functionality
Automated system (ISO 10160/10161)
Goodbye paper forms
'No More' typing - request auto-population
Patron initiated requests
Integrated searching for ILL staff
User alerting
Auto-authorization / Unmediated requesting for DD requests

21. Benefits & Functionality
Decentralized UT responding libraries
Statistical reporting
Standard reports
Auto rota generation
Local catalogue blocking
Request tracking throughout the request lifecycle (Staff and Patrons)

26. UT ILL & DD System Configuration
Establish the UT model of integrated DD and ILL
Preloading Patron data and setting up authentication
Loading all the location data (OCUL)
Loading the OPAC and holdings data
Set up the SIRSI Z39.50 search and OPAC records in VDX
Link the OPAC records to physical libraries
Setting up Z39.50 targets
Creating Staff User accounts
SIRSI Requesting DD & Holds form
Rota ranking rules
Adding all 'Group' membership information
Describing Group charging policies (service records)
Setting global defaults
External location directory
(NLC Directory)
Web ordering form for libraries without ILL systems
Reports

27. UT Bureau Model 10 'Home' Libraries

28. UT – Who are the Participating Libraries?
Home Libraries (Borrowing & Lending Units):
Dentistry, FIS, Gerstein, Law, OISE, Physics, Robarts, UTM, UTSC, Zoology
Responders (Lending Units):
Architecture, Business, Chemistry, Criminology, Earth Sciences, EngCSCI, Math, Music, Pharmacy, Pratt, Regis, ROM, St. Michael’s, Trinity
Pick up Locations (14 locations listed on the Patron DD and ILL request forms):
Business, Dentistry, EngCSCI, FIS, Gerstein, HSICT (Hospitals), Law, OISE, Physics, Robarts, St. Michael's, UTM, UTSC, Zoology

29. Accessing the System UT DD SIRSI Request Document Form UT ILL Services
OCUL VDX RACER Web Site
Scholarsportal Web Site
UT Library Web Site
UT SIRSI Catalogue
VDX Web Client (staff access)
VDX Windows Client (system admin access only)

30. The Process from the Patron Point of View
Link from SIRSI (DD) or direct to RACER (ILL)
Search SIRSI or OCUL Union Catalogue
Login
Place request
Check status of requests in RACER & receive auto alert

42. The Staff Process Sign into VDX View the requests for your location
Generate picklists or authorize requests
Action requests (supply, receive)
Ship books to pickup locations
Troubleshoot hard to find items
Ongoing management of requests
(i.e. renewals, overdues, cancels)
Packaging and faxing/Ariel
Checking in returns

43. Important URLs & Contact Information
SIRSI DD Form (Test Server)
VDX Sandbox (Test Database)
RACER
OCUL VDX Staff Support Web site
UT Registration Form and RACER info page
TIG at:

86. Questions ?