February 2009 ER&L Conference Update Jeff Aipperspach Senior Product Manager Serials Solutions

February 2009ER&L Conference Update

Jeff AipperspachSenior Product Manager

Serials Solutions

Review of Goals History Participation Status Report Next Steps

An effort to build on the White Paper published by Medeiros et al regarding acquisitions-related data elements for exchange between ILS, ERMS, and other systems

ERMS customers want to be able to look up acquisitions information while working in their ERMS

Leverages data investment in individual modules, shares rather than duplicates

Realization that single ILS hegemony is giving way to a multi-vendor environment

Publication of the Medeiros White Paper (2007) and its revision (2008)

Ed Riding (SirsiDynix), Jeff Aipperspach (Serials Solutions), and Ted Koppel (then Ex Libris, now Auto-Graphics) needed to serve mutual customer(s)

Decided that rather than building one-off idiosyncratic sharing mechanisms, an acquisitions exchange standard made sense

Ed, Jeff, and Ted surveyed various ERMS and ILS vendors to determine feasibility

Picked CORE as acronym

Discussed goals at ER&L 2007, at ALA Summer, and various other venues to determine interest, need, potential participants

Approached NISO (Spring 2008) as standards development framework

NISO Business Information Topic Committee approved CORE Working Group

Solicitation of members began

First meeting: August 6, 2008

Ted Koppel (Auto-Graphics) Ed Riding (Sirsi-Dynix) Kathy Klemperer, (EDItEUR) Nettie Lagace (Ex Libris) Brian Rosmaita (VTLS) Rose Nelson (Colorado

Alliance) Joyce McDonough

(Columbia) Debbie Logan (EBSCO) Bob McQuillan, (Innovative) Kelvin Watson (TLC/CARL)

Dani Roach (Univ. of St Thomas) Mary Walker (Wichita State) Clara Ruttenberg (Georgetown) Bill Hoffman (Swets) Jeff Aipperspach (Serials

Solutions) Rafal Kasprowski (Rice) Gracemary Smulewitz (Rutgers) Candy Zemon (Polaris) Karen Wetzel (NISO) Mark Wilson (retired; XML

advice)

Not just ERMS <-->ILS exchange but broader applications exist (vendors, agents, consortia, etc.)

Didn’t want to duplicate work of existing standards (SOH, etc.)

Keep it simple and generic

Define the data – not the application !!!

August-September: wrote, designed, discussed Use Cases

October: analyzed use cases for common needs, vocabulary, and data elements

October-November: Refined use cases to identified core CORE elements

November-December: XML message structure, transport mechanism

December-January: Drafting document

Two levels of query/response Cost information only Cost information + Order and Product information

Three type of queries Send info on one particular transaction Send all transaction info on one or more products Send all transaction info on all products Can filter by dates

(see the draft) Simple and compact Is the ‘payload’ for any web service

messages CORE schema outlines repeatable fields,

Booleans, etc.

Delivers the CORE payload Web services can be used as the

‘envelope’ Real-time cost/information retrieval is

possible using CORE, not just static system generated reports

Also allows adopters to leverage existing options – FTP, tape, SOAP, etc.

NISO has completed first draft of the written Draft Standard for Trial Use (DSFTU)

Working Group is reading, clarifying, editing, illustrating, and adding examples

‘Final’ DSFTU publication expected in February

Draft Standard period will be 9-12 months

Vendors will write their applications to use CORE and transport mechanism

Vendors report problems to Working Group; Working Group considers solutions

Possible additional drafts/updates

End of 2009: Final Standard

Cost data pulled into ERMS from other systems

End duplicate data entry in multiple systems

Institutional identifiers can help in automation of data transfers such as CORE

Project COUNTER will benefit from clearly defining usage by specific institutions and access to title level cost information

Karen Wetzel, Cynthia Hodgson and NISO for their support

The Working Group for their participation, tenacity, and willingness to work hard on CORE

Mark Wilson for his work on XML

Ted Koppel (tpk@auto-graphics.com)

Ed Riding (ed.riding@sirsidynix.com)

Informationhttp://www.niso.org/workrooms/core Interest Grouphttp://www.niso.org/lists/coreinfo/