Simon EdwardsE4libraries Consultant
E4libraries systems workshop
Setting the scene
- what we hope to achieve from the workshopSimon Edwards, e4libraries consultant
Simon EdwardsE4libraries Consultant
Setting the scene
• E4libraries Project– Objectives– Phasing– Scope– Findings– Recommendations
Simon EdwardsE4libraries Consultant
Setting the scene
• E4libraries Systems Workshop– Objectives– Workshop Programme– Ground rules– Outcomes
Simon EdwardsE4libraries Consultant
E4libraries Project
• Objectives– Encourage take up of beneficial technologies:
• EDI, RFID
– Encourage Standards and Interoperability– Exploit the benefits of EDI and RFID
• cost reductions, efficiency, catalysts for change
– Promote the role of BIC
Simon EdwardsE4libraries Consultant
E4libraries Project
• Where are we with the project– Research => Scoping Report (Sept to Oct)– Scoping Report => Steering Group (Nov)– Systems Workshop (Now)– Publish Scoping Report (Jan 08)– Quick wins/recommendations
• Detailed research e.g. library/LS/LMS capability
• Questionnaire
• Parallel phase for academic library supply chain
Simon EdwardsE4libraries Consultant
E4libraries Project - Phases
ResearchScoping PhaseScoping ReportRecommendations/Quick Wins
Development Phase Detailed ResearchStandards DevelopmentSystems Development
Promotional Phase Promotional effortInformationConsultancy/Advice
Simon EdwardsE4libraries Consultant
E4libraries Project Scope
• Public Libraries and Academic Libraries
• Bibliographic information supply
• EDI
• RFID
• Focus on standards and systems interoperability
• Maintain a watching brief on: • e-books, serials, e-readers, other new technologies
Simon EdwardsE4libraries Consultant
E4libraries Project
LibraryLibrarySupplier
Orders
Quotes
Order Response
Order Fulfilment
Invoice
EDI messages:
Simon EdwardsE4libraries Consultant
E4libraries Findings
• EDI: preliminary data on usage– Quotes >30%– Orders >70%– Order acks/responses <30%– Order Fulfilment/Cat Services/Item Load: <15%– Invoices: <15%
Simon EdwardsE4libraries Consultant
E4libraries Findings
• Different ways to specify classification in an order
• Additional text fields for individual implementations
• On-going data management workload for LS
• Even MARC record containing invoice info
• ...so benefits less easy to obtain
Simon EdwardsE4libraries Consultant
E4libraries Findings
• Who benefits from which message?– Libraries:
• Quotes, Orders, Order Responses, Order Fulfilment, Invoice
– Library Suppliers:• Orders (data manipulation is a cost)
– LMS supplier• Charging for each implementation?
Simon EdwardsE4libraries Consultant
E4libraries Findings
• Tendering– Libraries ask for something (outside the standard)– Library suppliers say “Yes” so as not to lose the
business– Surely more of a dialogue needed– Could a 3rd party get involved and ask/answer the
important questions:• Is that what you want?
• Is that the best way to achieve this?
Simon EdwardsE4libraries Consultant
E4libraries Findings
• RFID: 6 versions on the market – low interoperability– BIC/EDItEUR working on the ISO standard– 2 models
• both may end up in standard
– Still won’t know what data will actually be put on the RFID tags
– What about all RFID tags already implemented - Are you ISO standard compliant?
Simon EdwardsE4libraries Consultant
E4libraries Recommendations
• Detailed research into:– Current EDI Capability, Gap Analysis,
• Information about EDI– Website containing: How-to guides, top tips,
standards info, guidelines, case studies etc.
• Set up Accreditation Scheme– for Libraries, Library suppliers and LMS
suppliers
Simon EdwardsE4libraries Consultant
EDI Capability
Library Authority ORDERS ACKS QUOTES
Catalogue Services/Item Load/Order Fulfilment
INVOICE LMS NAMECOMMS
METHOD (e.g. VAN or FTP)
Comments
Barsetshire Libraries Y Y Y N N Biblio-Dynix FTP extra servicing on…Ruritania Libraries Y N N N N AB Systems VAN special treatment of…
What would your chart look like?
All to standard?
Simon EdwardsE4libraries Consultant
E4libraries Accreditation
If you are doing EDI to standard with all the EDI messages relevant to your organisation...
Then we’ll accredit you!
This accreditation will show that your organisation is efficient and technology competent
2008
Simon EdwardsE4libraries Consultant
E4libraries Systems Workshop
• Objectives– To discuss the issues around implementing EDI
and RFID in the library sector– To get all delegates to understand:
• the situation, the progress made and the problems
– To work out how to move forward so that:• libraries can exploit the available technology
• and obtain the efficiency and cost reduction benefits
Simon EdwardsE4libraries Consultant
E4libraries Systems Workshop
• The Workshop Programme– Input sessions on RFID, Library Supply– EDI Case study, LMS integration issues,– and viewpoints from Bibs, Financial, Academic,
• Breakouts– 5 groups of 10 delegates– 4 tricky questions to be answered– Feedback, Outcomes and an Action Plan
Simon EdwardsE4libraries Consultant
ILL
ConsortiumOPAC
E4libraries Systems Workshop
LMS LSEDI
AuthorityFinancialSystems
Library Data Monitoring
???
???
BibliographicSupplier
MARC
OPAC
???
RFID
SIP2e.g. BookScanBridgeall etc.
E-books? ???
Simon EdwardsE4libraries Consultant
E4libraries systems workshop
• So, the ground rules...– Let’s be open and honest
– Let’s work together to solve common problems
– Say if you disagree - let’s discuss
– Let’s focus on our objectives:
Simon EdwardsE4libraries Consultant
E4libraries systems workshop
• To exploit available (and future) technology...– to improve the library supply chain
– to reduce costs and administrative overhead
– to enable libraries to survive, compete for resources and deliver better services
Simon EdwardsE4libraries Consultant
E4libraries systems workshop
• One more thing...– Technology, systems, standards and
interoperability are not ends in themselves
– A customer pays for these things and should only pay if they will get benefit from them
– This workshop is about helping the library supply chain to work better and provide a better service at lower cost
Simon EdwardsE4libraries Consultant
E4libraries systems workshop
• Workshop Outcomes– Write up findings from breakout groups
– Produce action plan to go with quick wins
– Check with steering group
– Publish findings
Simon EdwardsE4libraries Consultant
E4libraries systems workshop
Simon EdwardsE4libraries Consultant
Mobile: 07742 988391
Setting the scene
What we hope to achieve from the workshop
Thank You