1. NISO Circulation Interchange Protocol Briefing SiteSearch User Meeting May 4, 2000 Pat Stevens, OCLC

2. Make it Easy! zPatrons don’t care who owns the book… zPatrons see all charges in one list zConduct all of their “library business” online or at their local library: ysearch catalog(s) and place requests ypay fines, renew ydeliver book to them -- or local pickup yreturn everything to local library -- or pick up from their office zNotifications for pickup, overdues, fines, etc. work consistently through local circulation system, regardless of where the item came from

3. Step 1- Understand & Plan zUnderstand today’s environment yActivities in and among libraries yExisting standards environment yExisting solutions zDetermine yWhat a standard protocol can do yHow best to achieve it

4. Step 2- Check the Plan zPublished a Guidelines document yProposed standard, purpose and scope yRelated standards yTechnical assumptions and plans yWork to date: xActivities supported xMessage state

5. The Standard & Scope zA repertoire of messages & associated rules of syntax and semantics zBetween and among computer-based applications yto effect circulation yto support controlled access to certain electronic resources or other library services z Not to define circulation functions

6. Supports 4 Application Areas zDirect consortial borrowing zCirculation/Interlibrary loan interaction zSelf-service circulation zAccess to electronic resources zThe standard’s test bed zIt must support these, may support others

7. Technical Assumptions & Design Principles zKeep it simple and within purpose zConfirmed service -- pairs of messages yInitiation - response pairs yEach message carries full context necessary for processing yRequires connection-oriented transport zSimple state table yGoverns messaging not circulation

8. Message Syntax, Transport Protocol & Encoding zASN.1/BER supports base of library standards and applications zWeb world moving to XML zCommittee sought expert advice zDecided on XML for specification and encoding zReason: Open connections for libraries

9. Step 3- Draft a Standard zServices and messages z3 service types yLookUp tell me something about yRequest please take an action yNotification I have taken an action zabout 5 things (objects) yUsers, Items, Transactions, Agencies (Libraries), Systems (Applications)

10. Where Are We Now? zService definitions: Query, Request, Notify (2nd draft) zMessage list for each service (2nd draft) zMessage definitions (2nd draft) zDefined data objects/elements for yUser, Item, Transaction, Agency and System

11. By June -- Working Draft zProtocol: services, high-level objects, message state zHorizontal profile: specifies encoding via XML schema for ymessages, data objects, transport z4 Application-specific profiles: ySelf-Service, Direct Consortial Borrowing, ILL to Circulation, Electronic Resource Service

12. Testing & Implementation zWhere to start? How to progress? ySpecific single applications on system xdifferent vendors may test different aspects yMultiple applications/relationships on system xmultiple responding systems xmultiple other vendors

13. ILL & Self Check Interchange Circ Sys Self Check Self Check ILL

14. Direct Consortial Borrowing (extended circulation interchange) A A Circ Sys B B

15. URL & Questions zhttp://www.niso.org/commitat.html zpat_stevens@oclc.org