1. UKSG, 03-05 April 20061 SUNCAT: the Central Source of Serials Information in the UK SUNCAT: the Serials Union Catalogue for the UK Natasha Aburrow-Jones Zena Mulligan http://edina.ac.uk/suncat/

2. UKSG, 03-05 April 20062 Background UKNUC Feasibility Study - 2001 –Serials Report: Tony Kidd, Rob Bull SUNCAT Scoping Study - 2002 –Information Power Ltd. JISC & RSLP funded Purpose - to develop a UK Serials Union Catalogue Phase 1 – February 2003-December 2004 Phase 2 – January 2005-December 2006 Phase 3 – 2007 onwards Partnership between the University of Edinburgh, through EDINA, & Ex Libris Associate Partners - Cambridge, Glasgow, National Library of Scotland, Oxford

3. UKSG, 03-05 April 20063 UKNUC Feasibility Study “When users were asked how often they would wish to use a UKNUC for various different purposes, the idea of locating all journals in a particular subject area achieved the highest score among most groups of researchers, with support ranging from 72% to 95%, the highest score reached in response to this question. This is a definite indication of the need and support for a Serials National Union Catalogue.” UKNUC Feasibility Study, April 2001

4. UKSG, 03-05 April 20064 Background UKNUC Feasibility Study - 2001 –Serials Report: Tony Kidd, Rob Bull SUNCAT Scoping Study - 2002 –Information Power Ltd. JISC & RSLP funded Purpose - to develop a UK Serials Union Catalogue Phase 1 – February 2003-December 2004 Phase 2 – January 2005-December 2006 Phase 3 – 2007 onwards Partnership between the University of Edinburgh, through EDINA, & Ex Libris Associate Partners - Cambridge, Glasgow, National Library of Scotland, Oxford

5. UKSG, 03-05 April 20065 Project Management EDINA Co-directors of SUNCAT Project Peter Burnhill Christine Rees Ex Libris Julie Booth Dominic Nast Steering Group (Chair Derek Law) Advisory Group (Chair Peter Burnett) Bibliographic Quality Advisory Group (BQAG)

6. UKSG, 03-05 April 20066 Work Packages –Project Manager: Fred Guy (EDINA) –Systems Librarian: Morag Macgregor (EDINA) –Bibliographic Work Package: Natasha Aburrow-Jones (EDINA) Moira Whitson (EDINA) Nicola Osborne (EDINA) –User Requirements Work Package Zena Mulligan p/t (EDINA) Liz Stevenson p/t (Edinburgh University Library) Advisor: Tony Kidd (Glasgow University Library)

7. UKSG, 03-05 April 20067 SUNCAT aims SUNCAT: primary aims –For researchers, a single tool for the location of serials, including information about access –For librarians, a central repository of high quality bibliographic records for downloading to local catalogues and a location tool for ILL Additionally - to raise consciousness of the importance of quality serials information among UK researchers and librarians

8. UKSG, 03-05 April 20068

9. 9 Contributing Libraries: Phase 1 British Library National Library of Scotland National Library of Wales Imperial College, London London School of Economics Manchester Metropolitan University Queens University, Belfast University of Birmingham University of Bristol University of Cambridge University College, London University of Durham University of Edinburgh University of Glasgow University of Leeds University of Manchester University of Newcastle University of Nottingham University of Oxford University of Southampton University of Wales, Cardiff University of Warwick

10. UKSG, 03-05 April 200610 SUNCAT Phase 2 Pilot service launched January 2005 Coverage extended to include a further 60 libraries Range of library types extended to include special libraries, research collections Development of interface Liaison with libraries Research and development work: ejournals

11. UKSG, 03-05 April 200611 Contributing Libraries: Phase 2 Aberdeen University Birkbeck College, University of London Bolton University British Film Institute British Geological Survey British Medical Association CCLRC Courtauld Institute of Art Cranfield University Edinburgh College of Art Essex University Exeter University Hull University IEE International Institute for Strategic Studies Kent University King’s College London Lancaster University Leeds Metropolitan University Liverpool University London Business School London School of Hygiene & Tropical Medicine Manchester Public Libraries Medical Research Council Napier University National Art Library National Maritime Museum National Museums & Galleries of Wales National Museums of Scotland Natural History Museum Reading University Royal Botanic Gardens. Kew Royal College of Nursing Royal Geographical Society Royal Institute of British Architects Royal Northern College of Music Royal Society Royal Society of Medicine School of Oriental & African Studies, University of London Sheffield University Sheffield Hallam University Society of Antiquaries of London Stirling University Sussex University University of Central Lancashire University of East Anglia University of London Research Libraries University of Ulster University of Wales, Swansea Wiener Library, Institute of Contemporary History Wellcome Library for the History & Understanding of Medicine Women’s Library, London Metropolitan University York University Zoological Society of London

12. UKSG, 03-05 April 200612 Changes to SUNCAT interface Links to library websites Links to records in Library OPACs Holdings display Testing

13. UKSG, 03-05 April 200613 New holdings display

14. UKSG, 03-05 April 200614 Liaison with Libraries User satisfaction survey SUNCAT Newsletter SUNCAT mailing list Articles in press www.suncat.ac.uk

15. UKSG, 03-05 April 200615 AIMSS: Automating Ingest of Metadata on Serial Subscriptions (1) Based on work carried out in Phase 1 ONIX for Serials formats Partnership with Serials Solutions Funded by JISC PALS Metadata & Interoperability Projects 2 Autumn 2005 to Summer 2006 Transmitting information serials information from publishers/aggregators to participants in chain

16. UKSG, 03-05 April 200616 AIMSS: Automating Ingest of Metadata on Serial Subscriptions (2) Use of ONIX to update SUNCAT with holdings information from participating libraries Develop capability for EDINA to accept ONIX for Serials messages (Serials Online Holdings) Map ONIX for Serials fields to MARC21 fields Investigate how to upload the data received into SUNCAT records Develop and disseminate expertise to libraries Encourage wider use of ONIX for Serials format www.jisc.ac.uk/index.cfm?name=project_aimss

17. UKSG, 03-05 April 200617 SUNCAT: How does it work? Centralised union catalogue Records stored in one large database Records deduplicated to view using Aleph functionality Records merged “on the fly” Complex matching algorithm “Preferred” record displayed Matching above format

18. UKSG, 03-05 April 200618 How does SUNCAT obtain records? Dialogue between library and SUNCAT project team Contributing library ftps a file to SUNCAT Data specification is drawn up by the team, and approved by the contributing library Data is converted according to data specification Data is loaded into SUNCAT

19. UKSG, 03-05 April 200619 SUNCAT: contributing libraries’ LMS DS Ltd. CALM for Libraries * Endeavor Voyager EOSi GLAS * Ex Libris Aleph Fretwell-Downing OLIB GEAC Advance Innovative Millennium / Innopac Liberty 3 * Sirsi Unicorn Talis … and more for addition into SUNCAT in the future! * = non-MARC

20. UKSG, 03-05 April 200620 SUNCAT: Streamlining Why streamline? –Much time spent on data conversion is involved in summary holdings statements. This is not scaleable for the number of libraries in Phase 2 How to streamline? –Include locations in all libraries –Include summary holdings statements where straightforward –Develop link to library catalogue record for up- to-date information Outcome of streamlining –More libraries added to SUNCAT, offering a more comprehensive national union catalogue

21. UKSG, 03-05 April 200621 SUNCAT: Updates Each library to supply regular update files To include: New records Changed records Deleted records Applies to both bibliographic records and holdings records (where appropriate) Full file / partial file loads To maintain the currency of SUNCAT

22. UKSG, 03-05 April 200622 SUNCAT: what is the matching process? Deduplicated union catalogue Complex matching algorithm 3 stage selection process for matching Preferred record display List of Common Titles (LOCT) Matching above format

23. UKSG, 03-05 April 200623 Matching: the SUNCAT ID What is it? –The SC-ID is a unique identifier at a “work” level What does it do? –It links records for the same title together, improving the current matching processes How does it do this? –By storing a number in the 049 $a field, and extra processes being run before every file is loaded into SUNCAT to assign a SC-ID What are the results? –Improved matching –An identifier which can be used outwith SUNCAT, if so desired

24. UKSG, 03-05 April 200624 SUNCAT standards Entry standard –Deliberately set low, to allow as many records as possible to be included in SUNCAT Upgrading standard –Only records which are verified unique by the library, or are the preferred record need to be upgraded by the library –SUNCAT upgrading standard is very similar to the CONSER minimum level standard

25. UKSG, 03-05 April 200625 SUNCAT: the Librarians’ Interface What is the Librarian’s Interface? A new development, which will allow Contributing Libraries to: –Download records –Access reports regarding non-matched records –Notify the SUNCAT project team of mismatches or records that should have matched into a set –To customise notifications reports

26. UKSG, 03-05 April 200626 SUNCAT: the Librarians’ Interface (II) Downloading Via: z39.50 Via: download from the web (currently in development) Via: save / email function

27. UKSG, 03-05 April 200627 SUNCAT: the Librarians’ Interface (III) Assisted matching (currently in development) Will allow the contributing library to: –Verify unique records –Match poor quality records to the appropriate set by the contributing library, chosen from a pool of records selected by SUNCAT –Notify the SUNCAT team of mismatches, and / or records or sets that should match together

28. UKSG, 03-05 April 200628 SUNCAT: the Librarians’ Interface (IV) Notifications: –To be developed? –Changes in the preferred record, tailored to individual libraries

29. UKSG, 03-05 April 200629 Full Service Launch August 2006 Workshops Autumn 2006 –Belfast –Cardiff –Edinburgh –London –Manchester Promotional and training material –Website –Print

30. UKSG, 03-05 April 200630 Phase 3: The Future of SUNCAT Stable service Regularly updated High quality records for downloading More libraries More unique titles Improved geographic coverage Different union views Linking with related services

31. UKSG, 03-05 April 200631 SUNCAT SUNCAT Pilot Service www.edina.ac.uk/suncat SUNCAT Project Website www.suncat.ac.uk SUNCAT Team suncat@staffmail.ed.ac.uk Natasha Aburrow-Jones natasha.aburrow-jones@ed.ac.uk Zena Mulligan zena.mulligan@ed.ac.uk

32. UKSG, 03-05 April 200632 DEMO SUNCAT