freedom by design

Robin MurrayManaging Director

Fretwell-Downing Informatics

Portals to ILL

- Discovery to Delivery

freedom by design

Agenda Introduction Portals to ILL - Barriers to use of (e)-

Resources Models, Problems, Systems,

Solutions ILL within a ‘Portalised’ Environment

VDX, Docusend Summary

freedom by design

Fretwell-Downing Informatics Offices

Sheffield - UK Kansas City -

USA Melbourne -

Australia Amsterdam -

Netherlands

Distributors Middle East Eastern Europe South America

freedom by design

Clients - Examples ILL /Resource

Sharing - examples National Library of

Australia National Library of

New Zealand OHIO Public Library

Network Colorado University California ... >20,000 libraries

Information Portals - examples

GlaxoSmithkline Public Records

Office ARL Scholars Portal

Others LDS US National

Archives and Records Administration

freedom by design

Portals to ILL- Barriers to use of (e)-Resources

freedom by design

Quote: We have 200 licensed databases We have a library catalogue Our content budget is $nM per annum We have 45,000 students What do they do?

Search Google

Interface Overload - Anecdote

freedom by design

1st Year Undergraduates

Other Undergraduates

Search Engines 73.53 73.24Own OPACS 30.39 21.13E-mail 28.43 23.94Web EIS 22.55 20.77Local EIS 19.61 14.08Own Web Site 7.84 4.58Institutional Web 2.94 3.52BIDS etc 1.96 13.38Web Databases 1.96 11.62All e-Journals 0.98 3.87Gateways 0 0

Interface Overload - JISC

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Manifestations To the user

Quality of information accuracy, provenance, reliability

To the institution Use of resources

To the information professional life or death?

Maximising Value from e-Resources Maximise Appropriate Use

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Conclusion

(e)-Resources are massively under-utilised

Information professionals must address this

This is happening in all information-intensive environments

Education, Research, Health, … Problem must be solved for all

delivery channels

freedom by design

Fundamentally

Web-age expectations Information environment is just too

complicated– Too many Interfaces– Cannot merge results across sources Must Join up and simplify the D2D

Process– Move from finding the citation to requesting

the item seamlessly, whatever the source. Maximising Value from Resources Maximise Appropriate Use

freedom by design

Models,Problems,Systems,Solutions

freedom by design

D2DDiscover

LocateRequest

Deliver

Single Search :• Intranet• Internal Documents• Library Catalogues• Internet search engines• Electronic Journals• Citation Databases• Relational Databases• Directories•...

Appropriate Copy From :• Local resources • Remote resources• Physical / digital• Database subscriptions• Library Catalogues• Electronic Journals

Order From :• Local resources • Commercial suppliers• Online sources• Remote libraries • Document suppliers

• Digital• Physical

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Discovery

Delivery

discovery problem how to provide seamless discovery

across multiple content providers

appropriate-copy problem how to provide access to the most

appropriate copy of a resource (given access rights, preferences, cost, speed of delivery, etc.)

The problem(s)…

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The Systems

Portal Link Resolver ILL / Document Delivery System

freedom by design

Portal

InformationPortal

InternetSearchEngines

XML

LibraryCatalogues

Full-TextDatabases

Intranet

E-Journals

Single Search

Multiple Search Protocols• Z39.50• LDAP• http• SQL...Variable Search capabilities & semantics

Multiple Record Schema• MARC• DC• EAD• HTMLVariable cataloguing standards• HoldingsSingle Interface - Personalised - ContextualisedSingle Consistent Result Set

freedom by design

Document Delivery /ILL Management System

Link Resolver

LocalLibrary

Full TextOnline

E-Journals

PhysicalDoc-Del

Web Pages

ElectronicDoc-Del

LinkResolver

Other Search InterfacesPortal

Appropriate-CopyDelivery

OpenURL

Multiple Delivery / Linking Mechanisms• Dynamic links to Local Holdings• Static Links• Full-text databases• Dynamic Linking to full-text - OpenURL• DOI/CrossRef Linking

• Single, Consistent Environment for all delivery channels• Immediate Access to Content• Linked Services

freedom by design

Doc-Del / ILL

ILL/DD System

LocalLibrary

ConsortialLibraries

BritishLibrary

PhysicalDoc-Del

CommercialDoc

Suppliers

ElectronicDoc-Del

Appropriate-CopyDelivery

Portal Other SystemsLink Resolver

OpenURL / Email / ...

Multiple Suppliers / Requesting Mechanisms• Rule-based mediation• Automatic document location• Automatic rule-based routing and forwarding• Physical / Electronic delivery

freedom by design

FDI Solutions

Portal

Link Resolver

ILL/DD

Open System Components

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ILL in a ‘Portalised’ Environment

VDX Implementations The Docusend Service

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VDX Patron Initiated / Staff

initiated Mediated / unmediated Intelligent Routing

Physical / Electronic Document delivery

Ariel, Post to Secure Web Space

Single institutions - massive consortia

1 - 6000

Physical / Virtual Union catalog

1 - 200 Locally managed /

Web Hosted Standards

Z39.50, ISO ILL, SIP, NCIP, GEDI, OpenURL

Standards for Step-change in service Z39.50, ISO ILL, SIP, NCIP, GEDI, OpenURL

freedom by design

State of Ohio Virtual union

Catalog, 5000 libraries, unmediated

Australia Heterogeneous

peer-to-peer

Ontario International peer-

to-peer

Live ISO ILL Implementations Glaxosmithkline

Single institution, patron initiated, unmediated, full-text linking

New Zealand 500 libraries, Staff

initiated, Physical Union Catalog

State of Colorado Virtual Union Catalog,

3000 libraries

Glaxosmithkline• Single institution, multi-location• Patron initiated, semi-mediated from researchers desktop• Automatic sourcing

• OpenURL linking to local subscriptions• Local holdings• Other locations’ holdings• Commercial suppliers (depending on location)

• BMA, RSC, BL, ...

National Library of New Zealand• 500 libraries• Physical Union Catalogue - Endeavor• Staff Initiated• Automatic routing and load levelling

State of Colorado• 3000 libraries• Virtual Union Catalogue• Patron Initiated - central statewide patron file• Automatic routing and load levelling• Have produced study on cost savings

State of Ohio• 5000 libraries• Virtual Union Catalogue• Patron Initiated - distributed authentication• Automatic routing and load levelling

Australia• National Library

• 6000 libraries• Staff initiated• Physical union catalogue: Amicus then Endeavor• Integrated billing

• Universities• Individual systems• Patron Initiated, unmediated

• Peer-to-peer integration• Distributed payments gateway

Ontario Council of University Libraries• 20 libraries• Patron initiated• Virtual union catalogue• Now linking their consortia to others• Routing preference:

• Internal to consortia• CISTI• BL• Australia

freedom by design

Docusend Service Service using VDX Supply Libraries

Manchester, UMIST, Leeds, Birmingham, Kings, UCL, Westminster, MMU, Manchester Business School, LSE

British Library

Patron initiated, Automated routing Electronic (Ariel) article delivery to user

Posts to secure web space Hosted Web Service

freedom by design

Docusend Service - Options Automatically checks local

holdings before forwarding request

Integrated Link Resolver Customised for local subscriptions Works with or without local Link

Resolver

freedom by design

Integrating Docusend into environment

Options OpenURL

Either from local link resolver or from native interfaces, or portal

E-mail Web form

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Status

Been in limbo for 6 months New Docusend project manager

now in place Gordon Bower, York University

Now implementing at UMIST Portal, Linking, ILL

freedom by design

Summary

Need to maximise value from (e)-Resources

Maximise appropriate use Move the point of aggregation to the user Join-up services

Portals, Link Resolvers and ILL/DD systems are key tools

ILL/DD systems can now provide step-changes in service levels

New role of the information professional

freedom by design

Robin MurrayManaging Director

Fretwell-Downing Informatics

Portals to ILL

- Discovery to Delivery