1. Rethinking Resource Sharing An Update Gail Wanner Interoperability Chair Any Means Necessary Conference September 24, 2007

2. Agenda Rethinking Resource Sharing initiative – Background – Update from 2007 Forum – “Viral” activities Current & future projects – Manifesto – Policies – User Needs – Get-It Button Preview

3. It’s Time Again to Think about Resource Sharing A White Paper published February 2005 By Ted Koppel, Candy Zemon, Brenda Bailey-Hainer, Mark Needleman & Gail Wanner

4. Why Rethink? User Expectations Internet & Technology Budgetary Challenges Standards process too slow ILL has not changed in the past 20 years – Paper forms or staff – “Black hole” for users – Staff intensive, costly service – Interoperability still challenging

5. Rethinking’s Main Ideas – Focus on users not enhancing staff tasks – Vendor neutral – Global context – Broad definition of resource sharing ILL Consortial borrowing Reference Digital services Delivery

6. Rethinking Forums Chicago, November 2005 Denver, February 28 th -March 1 st, 2006 Chicago, April 19-20, 2007 International focus Participants from all types of libraries – Need more publics and K-12’s Small group discussions & working groups

7. Forum 2007 Highlights Michael Stephens, Dominican University – The user is not broken (libraries are) – K. Schneider – Librarian 2.0 = Trendspotters – Social networking, other trends – Millennials team players – Convergence, participatory journalism – Content creation Tagging, reviews, online book discussions – Redefining libraries/librarians – Trust – patrons, colleagues, everyone – PLAY – www.tametheweb.com www.tametheweb.com

8. Forum 2007 Highlights Internet Archive, Brewster Kahle – Linda Frueh & Alexis Rossi – OpenLibrary.org Flip Books format Scanning machine; $.10 per page Find from any search engine Partnerships to scan out of copyright items (1923) First BPL item scanned that morning; BLC participating Supplier for Get-It Button – Print on Demand $1.00 per book – One Laptop per Child ($100/unit) – Digital Bookmobile – Open Content Alliance

9. Forum 2007 Highlights Get-It Demo Working Group Discussions – New groups formed – Reports from existing groups Wiki added – Forum notes – Discussions Link to ppts for speakers on website

12. Local Chapters forming Massachusetts – Regional Conference – Ongoing discussions Australia & New Zealand national delivery project South Africa Rethinking Conference Florida ??

13. Automation Self-service has arrived (ILS, Elf, LibraryThing) ILL last major service to automate URSA first “resource sharing” system – Patron initiated – “Extended circulation” model – Unmediated request management – Streamlined workflow NCIP DCB profile = URSA Other vendors adopting & experimenting

14. Related Threads

15. Revising ILL Code No substantive changes to code proposed for 2007 Interlibrary Loan Code for the United States – Prepared by the Interlibrary Loan Committee, Reference and User Services Association, 1994, revised 2001. Approved by the RUSA Board of Directors January 2001.

16. Interlibrary Loan Code for the United States Explanatory Supplement, 2007 ILL is not “resource sharing” – Tess Gibson Technology has expanded accessibility options beyond traditional library-to-library transactions. Unmediated requests, direct-to-user delivery, purchase-on-demand options, and increasing full text availability are exciting developments in resource sharing. At present, the Interlibrary Loan Code provides guidelines for established practices. However, libraries and other information centers are encouraged to explore and use non-traditional means where available to ensure maximum accessibility and convenience for users. More information for libraries interested in new ideas for resource sharing can be found at: http://www.ala.org/ala/rusa/rusaourassoc/rusasections/stars/sta rssections/committeesa/rrscomm/rrscomm.htm http://www.ala.org/ala/rusa/rusaourassoc/rusasections/stars/sta rssections/committeesa/rrscomm/rrscomm.htm

17. Small steps… Redefining “available” to benefit patrons Boucher’s ILL Handbook excludes owned or “should have owned” items, regardless of status ILL/DD discussion last week – Majority said they request if checked out – “The original rule…dates from a time when ILL service was limited to faculty & graduate students & when libraries expected to collect everything their clientele would normally need. Things are different now.” Pat Markley, Siena College

18. Full Text Digitization Google Scholar, MS Open Content Alliance (OCA) – Brewster Kahle & Boston Library Consortium – Freely available (not restricted to single search tool) Print on demand; post to web for viewing Scan on demand

19. Articles on Social Networking Sites BioMed database allows posting articles to – Cite-U-Like – Connotea – Facebook

20. Statewide Outreach

21. Wyoming Libraries

23. Proposed Add-on

24. Back to Rethinking Initiative… Policies & Cultural Issues User Needs Delivery Marketing Interoperability

25. Policies and Cultural Issues Manifesto Collect & publicize success stories RRS Wiki will link to www.libsuccess.orgwww.libsuccess.org Prepare talking points/hard questions FAQ Contribute to Interlibrary Loan Code for the US Liaison with international resource sharing groups Gina Persichini, Idaho State Library, Chair ALA RUSA STARS Rethinking Resource Sharing Policies Committee

26. Policies Manifesto 1. Minimize restrictions 2. Options for users 3. Global access 4. Encourage sharing among non-library entities 5. Reference is vital 6. Fair costs 7. Easy library registration

27. Radical Policy Ideas Floating collections Purchase on demand & give to requester User purchases & donates to library Direct delivery to patrons from lending library 7-day/week deliveries No due dates, no overdues Automatic renewals unless requested

28. User Needs Newly re-formed group "Engaging the Community in Rethinking" ProjectEngaging the Community in Rethinking Usability studies User surveys; non-user surveys Input to Interop Group for GetIt! Pat Stevens, formerly OCLC, Chair

29. Delivery Committee New Lots of interest from Delivery Forum 2006 Your Library @ Home National courier; commercial carriers Buy/donate Electronic delivery Brenda Bailey-Hainer, BCR, Chair

30. Marketing Committee New Promote activities of RRS Publish articles in library journals Bookmarks in delivered items Activities for events, speakers, etc. Beth Posner, CUNY, chair

31. Interoperability Group GET IT!...

32. Interoperability Issues Compiled a list of issues & categorized it – Interoperability within a single standard – Interoperability between library standards – Interoperability with commercial standards Common issues were STAFF related Solving them would not directly impact USERS

33. Interop Purpose Leapfrog today’s interoperability issues Improve library visibility for web users Over 80% web users begin with popular search engines Approximately 2% begin with library’s web page or catalog Existing links to libraries are unique to specific libraries or automation systems

34. GET-IT Button Project Modular plug-in for web browsers – Firefox first (easy) Extensible, open source, cross-vendor Letters to vendors, ALA Annual Conference 2007 Proof of Concept completed Delays due to legal issues with open source license & use of commercial websites Gail Wanner, SirsiDynix, Chair John Bodfish, OCLCPica & Mary Heath, CDL, engineering leaders

35. GET-IT Workflow User downloads Firefox plugin & installs Enters preferences Searches using any web search engine Parses web pages to identify published materials Displays button User clicks to see matrix of options, cost, delivery

36. Why GetIt! No metadata required – Parses web pages & document directly – Uses metadata if available Works with any library system – Uses public catalogs to see bib/holdings – Uses COINS where available – Vendors can make seamless link to OPAC services Can work with ILL/RS systems – NCIP, OpenURL, ISO ILL – Vendors can make seamless links

37. Identifying published materials Numeric match points ISBN ISSN OCLC UPC – Citation elements Author Title Web pages first then Adobe PDF & other formats

38. GET-IT Diagram Internet GET-IT Search Results Profile Sources Options & Terms

39. Get-It Demo

59. What’s Next for GETIT! Resolve legal issues Continue development (AU project) Document installation instructions Work on User Interface Testing Marketing Release Evaluation & Extension

60. Planned Tree Display

61. Planned Navigation Buttons

62. Planned Preferences

63. More Planned Preference Settings

64. Rethinking: How can you help? Offer patron-initiated requesting; service to all Create/join a regional resource sharing consortium Automate staff processes Review policies – are they really necessary? Consider “radical” changes – Home delivery – Floating collections – Collective collection development – No due dates; recall item when requested – Incentives for early return instead of overdue fines

65. Librarians, throw off your policies & expose your resources! Dare to Share!!

66. Resources/Links Rethinking Resource Sharing http://www.rethinkingresourcesharing.org ALA Rethinking Committee http://www.ala.org/ala/rusa/rusaourassoc/rusasections/ stars/starssections/committeesa/rrscomm/rrscomm.htm Gail Wanner gail.wanner@sirsidynix.com