LIDDAS - An Australian Document Delivery Project

KERRY BLINCOKERRY BLINCO

ConsultantConsultant

Macquarie University, AustraliaMacquarie University, Australia

OverviewOverview

Australian ILL environment

Environmental change and the development of a new infrastructure

CILLA/ LIDDAS Projects

LIDDAS implementation and linkages

Moving forward

Strategy strengths

ILL in Australia - 1994ILL in Australia - 1994

Code of practice from Australian Council of Libraries and Information Services (ACLIS)

High rates of participation and cooperation

Many manual processes

ILANET service since 1986

ILL sub-system for Australian Bibliographic Network since 1989

Advances in electronic document transmission with ARIEL

Increasing interest in ILL modules in integrated library management systems

Changing EnvironmentChanging Environment

HE Funding Initiative - Australian Vice-Chancellors’ Committee

Australian Council of Library and Information Science -

Document Delivery Summit

National Library of Australia ABN redevelopment - NDIS Cooperative ventures with AVCC - Document Delivery

Projects NDIS terminated December 1996 Replaced by Networked Services Project (NSP)

AVCC FundingAVCC Funding

National Priority (Reserve) Fund - Projects for the Development of Library Infrastructure

Program 1 - System wide access to data bases Program 2 - Improved Information Infrastructure

(a) Network Information Support– Network Information Service

– Network Training Materials

– Document Delivery

– Copyright

(b) CASMAC Library Specification Program 3 - Electronic publishing

Document Delivery Development StrategyDocument Delivery Development Strategy

Sector wide benefit

Improved efficiency & effectiveness

Sustainable outcomes Ongoing development User support

Avoid duplication of effort, cooperation where possible (national and international)

Standards based modeling

CILLA Feasibility Project GoalsCILLA Feasibility Project Goals

Coordinated Interlibrary Loan Administration Project

high level service and systems architectural models

define the boundaries between CILLA and other systems

develop detailed requirements

evaluate the market

determine the most appropriate procurement & implementation strategy

Australian ILL Service ModelAustralian ILL Service Model

ILL Directory Services

Core Operationsincluding:

Sending/receiving requestsRouting and reroutingMessaging handlingStatus updatesArchiving etc

LIDDA SYSTEMS

Full Local Management including:

Verify UserValidate itemManage copyright recordsLocate Potential SuppliersDevelop routing listsPayment optionsMaintain Local ILL PolicyManage Request lifecycleCustomise User InterfaceManage WorkflowsProvide Management InformationCollect StatisticsGenerate billing informationSet User PreferencesWrite ReportsSet/Manage local rules

NATIONAL ILL UTILITY

Provide NationalServices including:

Manage Aggregated Billing SystemMaintain National StatisticsProvide Intermediary Services

Provide local management functions for non LIDDAS LibrariesProvide and Maintain General RulesSupport generalised request lifecycle and workflowProvide generalised reports

Document Delivery Systems(JEDDS)

National Union Catalogue/Distributed Collection

Local Servers(including WEB, Fax, Mail)

Local Resources & Systems(including Circulation, Patron,

Accounting, ValidationFiles & Services)

Search & Retrieval(Local Databases,

Kinetica, Other Catalogues,Other

WEB/Windows-basedResources )

Other Service Providers(BLDSC etc.)

Electronic Document Delivery(JEDDS &Other Image

Transmission Systems )

ILL Utilities(NILU, OCLC, etc)

Local Interaction Model

Local Interlending & Document Delivery Administration System

Document DeliverySystems

ISO

101

60/1

Z

39.5

0 Ite

m O

rder

X

500,

LD

AP

+ ?

E

mai

l, F

ax, e

tc

Search & RetrievalTools (Locators)

ILL Utilities

LocalFinance/

AccountingSystem

OtherLocal

Systems

Integrated Library

Management System

End User

AuthenticationServices

Z39.50 + ? Z39.50 Discovery,

Availability?

ISO 10160/1 X500, LDAP +?

Email, Fax, etc

ISO10160/1(DDI)

ISO 10160/1

X500, LDAP + ? Email, Fax, etc

Z39

.50

Item

Ord

er +

?

Em

ail,

Fax

, Pos

t, et

c

Local Interlending&

Document Delivery(LIDDA)System

Suppliers(eg, libraries,

commercial suppliers, etc)

GE

DI

MIM

E,F

TP

,HT

TP

JPE

G T

IFF

, H

TM

L e

tc

Cou

rie

r, P

ost

, etc

,

ISO10160/1(DDI)

Z39.50 Discovery, Availability?

Z3

9.50

Disco

very/

Availa

bi lity?

Interaction Protocol ModelInteraction Protocol Model

GEDIMIME,FTP,HTTP

JPEG TIFF, HTML etc Courier, Post, etc,

CILLA procurement for LIDDACILLA procurement for LIDDA

Joint procurement by Australian Vice-Chancellors’ Committee and NLA (Document Supply Service)

Project renamed LIDDAS (Local Interlending and Document Delivery Administration System) to emphasise local nature of requirements and distinguish from National ILL Utility

LIDDAS RequirementsLIDDAS Requirements

End User requesting / delivery

Managing the End User Relationship

Integration with local admin systems

Integration with Electronic Document Delivery

Linkages with bibliographic & citation databases

Integration with the National Interlending Utility & National Bibliographic Database

Workflow Management, Automated Mediation

Linkages with directory services

Standards support inc ILL Protocol, Z39.50

LIDDAS ProductLIDDAS Product

Fretwell-Downing Informatics’ OLIB VDX chosen

GITC Contract for Australia and New Zealand

Software Enhancements

Market Development

User Group

NSP ProductsNSP Products

Fretwell-Downing Informatics’ OLIB VDX for national ILL Utility

AMICUS for national union catalogue and cataloguing services

LibriVision for http/Z39.50 gateway

National Library of New Zealand implementing OLIB VDX, Voyager for union catalogue

LIDDAS ImplementationLIDDAS Implementation

Six initial sites, coordinated by State Library of NSW

Further 10 sites to implement to mid 1999

Variety of business models single instituition closed consortia shared systems support of flexible learning Bureau service for public libraries in NSW, WA

OLIB VDX client software for library staff; Web interface for end users

Other Service Providers

(BLDSC etc.)

LIDDAS 1

LIDDAS 2Network Members

LIDDAS Network

Utility Serviced

Utility Members

Interlending and Resource Sharing

Directory

Various (ART, email, fax print)

ILL Protocol

Z39.50 (holdings)

?

UnionCatalogue

Non ILL ProtocolLibraries

ILL Utility

Non ILL ProtocolLibraries NILU Members

LIDDAS 1

LIDDAS 2

LIDDAS Network

Network Members

Interlending and Resource Sharing

Directory

Document Suppliers

ILL Utility

Union Catalogue

Various (ART, email, fax print)

ILL Protocol

Z39.50 (holdings)

?

Independent

Product DevelopmentProduct Development

Automated Location and Mediation

Dynamic Supplier Selection and Complex Routing

Business Relationships outside the Consortia / commercial document supplier model

Managing the User/Requesting Library Relationship

Enhancing Workflow Management

Admin Web Interface

Document DeliverySystems

ISO

101

60/1

Z

39.5

0 Ite

m O

rder

X

500,

LD

AP

+ ?

E

mai

l, F

ax, e

tc

Search & RetrievalTools (Locators)

ILL Utilities

LocalFinance/

AccountingSystem

OtherLocal

Systems

Integrated Library

Management System

End User

AuthenticationServices

Z39.50 + ? Z39.50 Discovery,

Availability?

ISO 10160/1 X500, LDAP +?

Email, Fax, etc

ISO10160/1(DDI)

ISO 10160/1

X500, LDAP + ? Email, Fax, etc

Z39

.50

Item

Ord

er +

?

Em

ail,

Fax

, Pos

t, et

c

Local Interlending&

Document Delivery(LIDDA)System

Suppliers(eg, libraries,

commercial suppliers, etc)

GE

DI

MIM

E,F

TP

,HT

TP

JPE

G T

IFF

, H

TM

L e

tc

Cou

rie

r, P

ost

, etc

,

ISO10160/1(DDI)

Z39.50 Discovery, Availability?

Z3

9.50

Disco

very/

Availa

bi lity?

The Missing BitsThe Missing Bits

GEDIMIME,FTP,HTTP

JPEG TIFF, HTML etc Courier, Post, etc,

Moving Forward - Joined Up Retrieval Moving Forward - Joined Up Retrieval

Directory services Need for dynamic interactive directories Policy, Resources, Services

National/Australasian ILL Profile

Holdings

Circulation Protocols

X.500 Catalogues

Authentication/Authorisation

Electronic Payment

PRIDE Project

Other Local Systems

Local Finance/ Accounting System

Student/ Personnel Systems

Integrated Library Management

System (ILMS)

Z39.50 Server

End User

Directory Systems (X.500)

UsersLibrary/Suppliers

Resources, CollectionsAccess Services

Application Systems

ILL Utilities (Kinetica etc)

Search & Retrieval Tools (Locaters)

Suppliers . Libraries,

commercial suppliers, etc.

LIDDASLocal interlending

and document supply systemVDX Software

Document Delivery

transmission systems

Extending the Service ContextExtending the Service Context

LDAP, DAP

Policy, Business terms, Rights management

Circulation

Dynamic Resource Discovery/Delivery - Directory Supported Dynamic Resource Discovery/Delivery - Directory Supported Joined Up RetrievalJoined Up Retrieval

Z39.50

HTTP

Z39.50

A

A

A

Strategy StrengthsStrategy Strengths

Economic imperative for sustainable outcomes

Vendor partnership

Standards based Models approach Hard work Long term benefit

Accommodates and facilitates flexible business, technical and political environments

Model supports multiple media returnables electronic or paper delivery for non returnables direct access to electronic resources inc. access control and

electronic payment

Model: Single service - Multiple systems