BONUS: INNReach NSW Trial

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BONUS INNReach NSW Trial

• Presented by
• Joyce Cornelius
• Peter Doyle
• Robert Parker
• 27th August 2004

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BONUS INNReach NSW Trial What is it???

• Resource sharing for libraries that want to
  partner with a group of libraries whether or not
  theyre a partner of a formal consortia.
• Connects multiple library automation systems and
  allows patrons from one library to search the
  combined holdings of participant libraries,
  request and borrow materials e.g. a book
  belonging to another library to be delivered to
  their preferred pickup location within a few
  days.

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BONUS INNReach NSW Trial What is it - contd

• E.g. a student from UTS can request a book from
  Uni of Newcastle to be delivered to UNSW. The
  book could be returned at UTS Kuringa-gai campus
  library where the loan is discharged and the item
  is returned to Newcastle
• Enables expanding the librarys catalogue
  without having to spend resources on new
  acquisition.

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Libraries Involved

• UNSW
• UTS, Sydney
• CSU
• Uni of Newcastle

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Why is UNSW participating in trial?

• Looking at the logistics of resource sharing
  across the state
• Goal of UNISON is to maximise and simplify access
  to scholarly information to staff and students of
  our university

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Potential Benefits of Project

• No need to re-register patron on host system i.e.
  INN Reach system can identify available copies if
  local copy is unavailable as well as accept
  clients preferred pickup location benefits
  could extend to distance students.
• Studies in US have indicated that service
  processes loans at lower cost compared to
  traditional ILL systems
• Shared purchasing power by sharing resources
• Expanding librarys catalogue without having to
  spend resources on new acquisitions
• Easy to run and configure
• System tools to monitor transactions

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Potential Disadvantages

• Increased demand on and competition for local
  resources
• Internal political issues of local copies being
  unavailable and students having to wait/request
  from other libraries
• Additional resources required to provide this
  service including
• a) staff resources needed to
• Process requests, retrieve and package items at
  the lending library
• Unpack items, manage hold shelves and lend items
  at host library
• Return/set in-transit status and package items at
  host library
• Unpack, return and re-shelve lent material at
  lending library.
• b) Postage and handling costs
• Costs associated with hardware./software, system
  setup, ongoing maintenance and management
• Conflict with ULA charging policy

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Who can borrow

• Undergraduates and postgraduates from Kensington
  and COFA
• General and academic staff Kensington and COFA

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From Where???

• Any of the participating libraries i.e. UTS,
  CSU, Uni of Newcastle, UNSW

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What can be borrowed?

• From UNSW
• Monographs only from general collection i.e.
  standard/ 4 week loans.
• Includes materials from Kensington, COFA WRL.
• From other institutions
• Monographs and some audio visual.

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What cannot be borrowed???

• From UNSW
• Serials/journals, reference materials, av,
  MyCourse/Reserve materials, rare books, genbase
  collection, theses, maps
• From other libraries
• Similar to UNSW

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Trial Information

• Length of trial 2 years
• Initiative of UNILINC and Innovative Interfaces
  INN-Reach resource sharing system
• INN-Reach will operate on a gratis basis for
  clients with the 4 participants sharing the cost
  of the software licence
• UNISON funding project officer for the trial
  period.
• Uni of Newcastle will host the servers and
  support the software and operating systems.
• Trial should be up and running by Nov 2004??

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Project Implementation- whats involved

• Site coordinators from each library as well as
  related staff (e.g. Mallika, Robert P from UNSW)
  met with representatives from UNILINC
• First meeting 2x3 hr orientation/consultation
  sessions by Tim Auger (INN-Reach manager from
  Innovative Interfaces) via telephone conference
• 2nd meeting included discussions on profiling
  worksheets for each library and the central
  server, delivery options, and requirements for
  extracting sample data.

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Delivery Options

• Several options looked at e.g commercial
  couriers, rail services, Australia Post
• Option selected Australia Post due to
  cheaper/competitive pricing and delivery
  overnight Sydney-Newcastle and 2nd day delivery
  to all other country locations.
• Costs Approx 40c/bk between Sydney-Newcastle
  approx 56c/bk to NSW country regions.

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Technical Considerations

• We have purchased NCIP server software from
  ExLibris.
• We are providing catalog, item and borrower
  records for testing to Innovative Systems in the
  USA.
• The work done to date by ExLibris has been
  specifically designed to allow inter operation
  with a Dynix product called URSA.
• The ExLibris rep in Australia has checked with
  staff in the Jerusalem and US offices and no-one
  is aware of any ALEPH libraries that are using
  NCIP to inter operate with INNReach.
• ExLibris is planning a competitor to INNReach for
  consortial borrowing, so there will be no further
  development of NCIP in ALEPH 16.

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Technical Considerations (cont)

• ExLibris has partially implemented support for 8
  services in NCIP Authenticate user Lookup user
  Check out item Check in item Request item
  Cancel request Accept item (under development)
  Lookup item (under development). We are not sure
  (yet) whether this will be adequate to inter
  operate with the INNReach DCB server
• The mechanism for supporting the NCIP protocol is
  a server that listens for incoming requests in
  XML format. The server parses, executes and
  builds a reply, again in XML format, back to the
  client.
• The INNReach architecture looks as follows

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Timeline - 2004

• May/June
• Signoff on software licence agreement and MOU
  between participants and Innovative
• July
• Hardware ordered naming competition for system
• Aug/Sept
• Installation of hardware and loading of software
• Profiling and loading of test data
• Development of publicity/marketing strategies
• Sept
• Loading of records into central db, loan rule
  implementation
• System testing and trials
• Oct
• Onsite training of staff
• Full data load
• Nov
• Launch of site

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The End

• Questions????