INN-REACH Resource Sharing Sandy Westall Vice President for Library Service Innovative Interfaces Inc

INN-REACH Resource Sharing Sandy WestallVice President for Library ServiceInnovative Interfaces Inc.

© Innovative Interfaces, Inc. 2004

Why Resource Sharing?

• You don’t own all material wanted by your patrons

• You don’t have enough funds to buy everything

• You don’t have space to house it all

• You don’t have the staff to buy, process, catalog, and shelve it all


Why INN-Reach?

• Easy for your Patrons

• Fast Delivery

• Easy for the Staff

• Cost Effective


INN-Reach Process

• Patron Requests

• Lending Library Supplies

• Borrowing Library Receives

• Item Circulates to Patron

• Borrowing Library Returns Item• Lending Library Receives Item

Easy to Understand

Easy to Execute

Using INN-Reach

The User Experience

“This is the way it should be. I can look and get it, see it and order it. This is what I dreamed a library would be.Now I can find everything I need at the Albany Library”

LINK+ User

Testimonial

Title Not Found at your library

Click on INN-Reach button to

automatically search INN-Reach catalog

Click link to request item

Patron selects their library

Information verified at patron library

System Selects Copy and Confirms Request

Results and Impact


INN-ReachUsers Love It!

“ Research projects have gained depth and quality.”

“This service is just about the best service that any researcher or scholar could expect – the very best… it levels the playing field with my colleagues across the country.”

“Sweet” -student reaction

Quoted with permission from MOBIUS NewsLink Winter 2001/Winter 2002


Why INN-Reach Success?

• Powerful Search Tool

• Fast Response

• Consistent Info

• Current Data

• Modern Design

• Self Service Patron-initiated requesting

• Fast user verification and user notification

• Quick Turnaround

• Effective and easy staff processing

• Cost Effective

Efficient, positive experience for both patrons and staff


Traditional ILL vs. INN-Reach:Jefferson County, CO Cost Study

$1.50$8.16Lending Cost

$2.02$31.28Borrowing Cost

INN-ReachOCLC orStatewide System


ILL Borrowing

Mediated Patron Initiated

(theoretical)

Orbis(actual)

Unit Cost $18-$30 $2-$15 $3

Fill Rate 86% 84-89% 89%

Turn-Around

9 days 2-8 days 2.9 days


Impact of INN-Reach on ILL

5345 5077

1576

772

6857

0

1000

2000

3000

4000

5000

6000

7000

8000

Year 0 Year 1 Year 2

Orbis

ILL

Linfield College:Comparing ILL and Orbis Borrowing Over Three Years

Load Balancing

Without Load

Balancing

With Load

Balancing

BEFORE

AFTER

DESIGN & ARCHITECTURE


Primary System Components

• Single, searchable catalog – Data from multiple Libraries & multiple Servers– Combined index to data

• broad range of access points

– Bibliographic Records & Detailed Holdings

• Patron-Initiated Circulation– Empower the user– Circulate materials from & to all partner libraries


INN-Reach Catalog Database

• Union Catalog• Automatic Updating of data in Union Catalog

– Each transaction on local system transmitted to INN-Reach Catalog

• Library Options– Suppression of Records– Non-Contribution of Records– Mapping of data

• BCODES• Exclusion of local fields• Options for 856 links


Architecture

INN-REACHSERVER

millennium

millennium

Bibliographic

Item

Order

Checkin

Authority

Patron

Course

Bibliographic

Item

Order

Checkin

Authority

Patron

Course

Bibliographic

Institution


INN-Reach Resource Sharing

• Superior ILL – Based in Circulation for Returnables• Transactions via circulation

• Two modes• Remote Requesting: user-initiated

– Sophisticated, automatic item selection by INN-Reach central software

– Based on availability & request load balancing– Regional and Type of Library groupings

• On-site Direct Loans

• Extensive Circulation functions• Includes Notices, Holds, Renewals, Recalls

• Item tracking• By both user library and owning library


Patron Verification

• Patrons verified on local system– No storage of patron data on INN-Reach– Local System vouches for patron– Local System can block patron– Local System identifies patron type

• SSL Capabilities– Patron Workstation to INN-Reach Server– INN-Reach Server to Local Server


Lending/Borrowing

• Owning Site Lends to Borrowing Site• Borrowing Site Lends to Patron• Circulation Based, using

– Patron Types– Item Types– Locations– Circulation Rules

• Generalized Codes and Rules– Mapping Tables for Items– Mapping Table for Patrons– Site Codes for Locations– Circulation Rules Designed for Common Types


Lending/Borrowing

INN-ReachCatalog Server

LocalSystem

LocalSystem

LocalSystem

LocalSystem

Patron RequestItem Circulated

Patron Verified

Request Filled

Item Request

Item Sent

RecordContribution

Patron

Network Architecture



Network Environment

INN-Reach

ServerLocal

SystemLocal

System

Local System

Local System

Local System

Local System

DCB

Client

API API

INN-REACHFeatures and Options


Catalog Features and Options

• Union Catalog of all users

• Built in Real-Time• Extensive indexing• Full suite of WebOPAC

features• Detailed holdings data

– Actual circulation status– On order/in process– Serials Holdings

• Transfer search from local catalog to INN-Reach, no re-keying

• 856 options for placement of links

• Automatic de-duping options

• Suppression options• Non-contribution options• BCODE mapping options• Multiple load queues for

optimal throughput• Load & overlay priorities


Resource Sharing Features & Options

• Self-service patron initiated requesting

• Verification against system of patron

• SSL during verification• Request Load Balancing• Request Group Priorities• Visiting Patron borrowing• Multiple Pickup Locations• Patron placed holds• Holds options for

automatic decision• Circulation controls over

lending

• Paging Slips• Notices of various types

– pickup, overdue, etc.• Notices by patron’s

preferred method – email, print, telephone

• Patron renewals at either borrowing library or owning library

• Return at either borrowing library or owning library

• Owning library recalls


Resource Sharing Features & Options

• ITYPE & PTYPE mapping to generic codes

• Automatic creation of temporary records

• Automatic indexing of temporary records

• Automatic deletion of temporary records upon completion

• Request transfer to another item at owning site

• Automatic transfer of request to another site if supplier cannot fill

• Requesting and Fulfillment statistics

• Statistical data downloads

• Multiple Libraries/Agencies on a Server act independently

• Pickup Anywhere / Distance Learning Module

• Requesting to own site as well as other sites

• In development: NON-RETURNABLE MODULE

INN-REACH Consortial Usage


INN-Reach Systems19 INN-Reach Systems – Thousands of Users

LINK+

San Diego Circuit

PROSPECTOR

InMich

Ohio LINK

Maine InfoNet

MOBIUS

AccessPAInRhode

ConnectNY

C/W MARS

SUMMIT

Houston Area

Nationally-based INN-Reach:InterstateAccessLaw

International INN-Reach:Spain, Hong KongAustralia, UAE


Design Fundamentals

•Consortial agreement– Among trusted partners

– No transaction fees to users or libraries

– Commitment to process and supply

– Courier service for fast delivery

•Consistent lending policies– Circulation module executes policy

– Lending to patron managed by patron library


LINK+ RequestsSix Year Comparison of Total Requests

0

5000

10000

15000

20000

25000

Jan Feb March Apr May June July Aug Sept Oct Nov Dec

1998 1999 2000 2001 2002 2003


Colorado Prospector

4738

2172

1280

389

168

0 1000 2000 3000 4000 5000

Total

U. of Colorado,Boulder

Colorado State U.

Jefferson County

Ft. Lewis College

Ft.Lewis College Collection Increases 20-Fold

In thousands


Thank You!

Documents

INN-REACH Resource Sharing Sandy Westall Vice President for Library Service Innovative Interfaces Inc