summit borrowing day july 19, 2007 sandy westall senior vice president for library service...

SUMMIT BORROWING DAYJuly 19, 2007

Sandy Westall

Senior Vice President for Library Service

Innovative Interfaces, Inc.

CONGRATULATIONS TO ONE AND ALL!

Summit means– Sharing– Cooperation– Teamwork

And most of all: SUCCESS

We all congratulate you on 1 Million loans

INN-Reach SystemsExpansion and Growth

INN-Reach SystemsRecent Trends – They grow, they merge, they grow

21 INN-Reach Systems Worldwide

LINK+

San Diego Circuit

MeL

OhioLINK

Maine InfoNet

MOBIUS

AccessPA

InRhodeConnectNY

Others …

ShareLawAndalusia

Hong KongUnited Arab Emirates

New South Wales

C/W MARS

Houston Area

PASCAL

NExpressSUMMIT

PROSPECTOR

Link-In SearchOhio

INN-Reach SystemsRecent Trends – They grow, they merge, they grow

21 INN-Reach Systems Worldwide

LINK+

San Diego Circuit

MeL

OhioLINK

Maine InfoNet

MOBIUS

AccessPA

InRhodeConnectNY

Others …

ShareLawAndalusia

Hong KongUnited Arab Emirates

New South Wales

C/W MARS

Houston Area

PASCAL

NExpressSUMMIT

PROSPECTOR

Link-In SearchOhio

SUMMIT Characteristics

33 libraries All academic libraries Across 2 states 8.9 Million Bibliographic records 28.2 Million Item records 388,000 Requests per year 94.8% Fill Rate

Similar to other INN-Reach systems

….. yet unique in the total package

33 Libraries

Most like– Prospector (Colorado & Wyoming)

• 24 libraries

– LINK+ (California & Nevada) • 39 libraries and growing

– MOBIUS (Missouri) • over 50 libraries

All Academic Composition

Most like– ConnectNY (New York)– NExpress (Maine & Massachusetts)– PASCAL (South Carolina)– InRhode (Rhode Island)– HKALL (Hong Kong)– BONUS (Australia)– Andalusia (Spain)– Emirates (UAE)

Across Two States

Most like– LINK+ (California & Nevada)– Prospector (Colorado & Wyoming)– NExpress (Maine & Massachusetts)

8.9 Million Bibs, 28.2 Million Items

Most like:– MOBIUS (6.4 Million Bibs, 20.6 Million Items)– MeL (7.2 Million Bibs, 23 Million Items)– Prospector (7.2 Million Bibs, 22.7 Million Items)– LINK+ (8.9 Million Bibs, 25.9 Million Items)

Largest Databases: OhioLINK: over 10 Million Bibs and 46 Million ItemsAccessPennsylvania: over 14 Million Bibs

(catalog only)

388,000 Requests per Year

Most like– MOBIUS: 186,000– MeL: 290,000– LINK+ 306,000– Prospector 485,000

Most requests per year: OhioLINK at 828,000

Success for Summit,Success for Innovative

A long-term partnership between Summit and Innovative Robust and Productive

– Like the Maytag repairman, Innovative is proud of the stability and strength of INN-Reach

– Lots of transactions, few issues• 1 Million Loans = 8 Million Transactions (or more)

– So robust that requesting and fulfillment can be taken for granted

– It’s a way of life that few faculty or students could do without

What’s New

ArticleReach

ArticleReach brings the ease of use of INN-Reach to patron-initiated requesting of journal articles

Reduces ILL costs and speeds fulfillment

Can be used independently from INN-Reach

ArticleReach: Elements contributing to success

Trusted trading partners Agreement on policies Commitment to fast turnaround No transaction fees Fits into existing workflow Fast, efficient, easy-to-use

Built on same philosophy as INN-Reach

ArticleReach Components

Mechanism for initiating a request– 3 ways to initiate request

Staff module for responding to requestsAutomatic processing wherever possibleOption for electronic delivery to patronOption to output to ILL systems

Initiate a request from within the union catalog

Request link displays if:

-022 in Bib record (has ISSN) and/or

-856, 866 or 947 in Institution record (has holdings)

Initiate a request using an OpenURL

Initiate a request by submitting a request

form

Standard INN-Reach Patron Authentication

Patrons verify between the link to place request and the form to submit

request

ArticleReach automates

Identifies potential suppliersRequests copy from supplierNotifies patron that request has been

filledOptionally can electronically deliver

copy to patron

ArticleReach Implementations

NExpress– 7 Private Colleges in New England– Live for entire Academic Year: 2006-2007

ArticleReach Direct– ARL Academic Libraries and CRL

• Includes Univ. of Oregon and Washington State Univ.

– Soft Launch in May 2007– Over 3000 requests in June 2007

MeL– In test mode

Enhancementsfor

Release 2006 and 2007

Release 2006: Patron Privacy

INN-Reach circulation messages no longer include personal patron data when sent between local sites.

Address is no longer a required field for INN-Reach

patron verification.

Release 2006: Internationalization

To accommodate titles of extended length, the number of characters from the title field sent in INN-Reach circulation messages now contain to 256 characters. (from 32 characters).

Release 2006: Standards

An improved matching algorithm accommodates the 13 digit ISBN.

Release 2006: Reports

INN-Reach Too Long Reports are available in Millennium, with additional displayable fields and sorting capabilities.

In-transit Too Long

Release 2007: INN-Reach Pass-through button available by Scope

The pass through search button for INN-Reach can appear only on specified Scopes in a shared local server, allowing INN-Reach participation of individual libraries in shared, non-agency local systems.

SearchOhioLINK button displayed for some

scopes, but not others

Release 2007: Link from no-hits browse

It will be possible to locate the link to the central catalog next to the "Your Entry Would Be Here" message in a no-hits browse

Release 2007: INN-Reach and Encore

The central INN-Reach catalog can be included as a facet in Encore for libraries that participate in an INN-Reach system

Release 2007: Custom forms for INN-Reach LDAP patron verification

The LDAP version of the patron verification form will be customizable by library

Release 2007: Multiple Requests w/o reauthentication

Patrons will be able to place multiple requests without needing to re-authenticate prior to each request

Release 2007: Placing requests on behalf of patrons

Staff will have the ability to initiate INN-Reach requests on behalf of their patrons, using an agency-specific access code specifically designed for staff mediated requesting.

Staff placing a request on behalf of a patron will have the ability to request a specific item.

(It will also be possible to offer only staff-mediated requesting.)

Placing requests on behalf of patrons

Launching the WebOPAC from Millennium Circulation, staff will be able to navigate to the central catalog an place an INN-Reach hold on behalf of a patron.

In addition, staff placing a request on behalf of a patron will have the ability to request a specific item.

Release 2007: Customizable paging slips

INN-Reach paging slips will be customizable, including the ability to use the paging slip a a bookband for self-service holds.

Release 2007:SIP2 Checkout for INN-Reach items

It will be possible to checkout INN-Reach items on devices that use the Innovative SIP2 interface.

SelfCheck units, such as 3M, will now be able to handle the INN-Reach virtual items

Release 2007 New Products for INN-Reach Libraries

Local URL

Local URL support provides a means for differentiating between generally available resources and locally licensed resources in the central catalog

A locally defined MARC field will display in both the local and central catalog as a clickable link to the resource described.

NCIP support

INN-Reach systems using the Innovative DCB system will have the option of providing NCIP messaging between the DCB system and their members who use non-Innovative library systems.

Pass2ILL, INN-Reach

INN-Reach requests that could not be filled can be forwarded to the interlibrary loan department for further handling.

ArticleReach 2007 Enhancements

Secondary match on ISSN

For INN-Reach systems that want to consider 022 subfields when records are loaded to the central server, secondary matching on ISSN will attempt a match on either the 022|a or the 022|y

(if contained in identical subfields in the incoming record and the existing record)

ArticleReach Preferred Methods

Patrons and participating libraries will be able to indicate their preferred methods of supply and delivery of articles requested via ArticleReach.

Customizable paging slips

ArticleReach paging slips will be customizable, including the ability to print the Request ID as a scannable barcode so that staff processing the request can scan in the RequestID number.

Pass2ILL for Millennium ILL

Article requests that cannot be supplied by an ArticleReach partner can be passed to Millennium ILL for further handling.

Questions?