Presentation on theme: "An OCUL VDX Project Overview and Update"— Presentation transcript:
1 An OCUL VDX Project Overview and Update Meet RACERAmy GreenbergSue McGillivrayOLA January 2004
2 Today's Presentation at a Glance Scholars Portal & VDX Project OverviewHistorical BackgroundTimelinesRACERWhat is it?What does it do?HardwareFeaturesFunctionalityRACER StatisticsChallenges & BenefitsWhat's NextQuestions
3 Ontario Scholars Portal Access to Scholarly Information Resources OII Strategic ProgrammesOntario Council of University Libraries20 InstitutionsScholars Portal WebsiteContent Coordination via CNSLPScholarly Information Resources (SIRS)Implementation of “link resolution”and O-Space
4 Ontario Scholars Portal Objectives & Goals Offer access to a unique set of shared information resources and servicesEnsure rapid and reliable response time for access to information services & resourcesProvide long-term & secure archiving of information resourcesCreate a network of intellectual resources by linking ideas, materials, documents & resourcesProvide an environment that fosters innovation in response to the needs of Ontario’s researchers
5 Why VDX and Why Now?Arose from OCUL members’ wish to replace AVISO interlibrary loans management softwareOctober 1999Tri-University Group reviewing available ILL management softwareUniversity of Toronto reviewing ILL softwareMarch 2000: OCUL ILL staff put forth a recommendation to Directors unanimously recommending Fretwell-Downing's VDX software
6 Benefits Web Accessible ISO ILL Management Systems ComprehensiveCost-effectiveSingle way of dealing with ILL requestsUser-centric, online anytime of day or nightAutomates many routine tasks and decisionsUnifies statisticsInteracts with new ISO ILL systems that come alongEliminates paper files & formsFacilitates international ILLNCIP
7 VDX Project Timelines Summer 2002 ◊ System Configuration ◊ OCUL Single Search Catalogue AccessFall ◊ Group 1 Setup, Training & TestingWinter 2002/03 ◊ Group 2 Setup, Training & TestingSpring ◊ Group 4 Setup, Training & TestingSummer ◊ Group 1 & 2 Production◊ Group 3 Setup, Training & TestingFall ◊ 5 Additional Sites Go Production◊ System Upgrade to 2.4Spring ◊ Bilingual RACER Interface◊ Group 3 Production
8 Project MilestonesApril 2000: OCUL established the OCUL ILL Task Group: FD contracts, equipment purchases, TIG staff hiredJune 2003: First 8 libraries go ProductionBrock, Guelph, Ryerson, Trent, Waterloo, Western, Wilfrid Laurier, WindsorSeptember 2003: 2 more libraries go ProductionCarleton, LakeheadFall 2003: More sites go ProductionYork Law, Windsor Law, Nipissing, Queens, Toronto
9 Project Team Tactical Implementation Team (TIG) OCUL ILL Sub-Groups Shane Chan (System Administrator)Amy Greenberg (User Support)Sue McGillivray (User Support)Vidhya Parthasarathy (Programmer)Carol Stephenson (Project Manager)OCUL ILL Sub-GroupsEnd User Instruction Working GroupFrench Language Sub-Group…and many more!
13 What is RACER? Rapid Access to Collections by Electronic Requesting ZPortal & VDXZPortal: Search the library catalogues of 20 Ontario universities and place or view requests onlineVDX: ILL management systemBureau ModelWeb and Windows
19 RACER Features ISO ILL Protocol-compliant product Auto alerts DocFind (but requests are still staff mediated)Patron initiated requestingAutomated; Good-bye paper formsLocal catalogue blockingCustomized reportsVendor co-operation for development of an Aviso Generic Script translatorAllows for batch uploading of patron records or patron self registration
21 RACER New Features in 2.4 Bilingual French-English interface DocFind ResponderRota based on availability and serial holdings information down to volume/issue levelCustomized mandatory fields on request formsAriel integration2 separate Web sites for VDX (Staff)& ZPortal (Users)Revised system architecture allowsfor greater customization
26 RACER Project Statistics Measuring Success 125,000 requests requested in the first 6 months1 M projected requests annually once all 20 institutions are onboardEach student and researcher in Ontario has access to a combined collection of over 20 million library items
27 Still More Statistics ILL Staff Support Numbers 1554 User support questions answered166 OCUL staff at 17 institutions with thirteen 2-day classroom and hands-on training sessionsTen 1-day hands-on specializedtraining programs
28 OCUL VDX Usage in 2003 Number of Borrowing and Lending Requests Generated
29 OCUL VDX Usage in 2003 Borrowing and Lending Requests by Institution
30 OCUL VDX Usage in 2003 Borrowing and Lending Requests by Institution
31 RACER Challenges OCUL on the cutting edge of the new technology Steep curve for Staff and User educationTransitionWorkflow changesIssues associated with using the system to support both Document Delivery and ILL processesDifferent functionalityDocFind effectiveness / reliability
32 RACER More Challengesreader for multiple external forms from individual cataloguesGeneric Script (GS) messaging with legacy non-ISO GS (Aviso +) systemsExternal messaging with sites without ILL SystemsExternal messaging testing with Docline and other ISO systemsLocation record maintenance and ISO on the flyMultiple vendor systemsZ39.50 pitfalls
33 RACER Who Can We Communicate With? CISTI (ISO)BLDSC (ISO)National Library of Canada (ISO)Ontario public libraries (INFO)CREPUQ (Soon!)Canadian libraries using AvisoCanadian and international libraries without an ILL management system (Web form)
35 RACER End User Benefits “One stop shopping” to Ontario university collections via a common search interfacePatron initiated online requestingAn easy to complete electronic request form with pickup location optionsAbility to track their requests is a new feature for users of interlibrary loan servicesnotification for receipt orcancellation of materials
36 RACER Staff Benefits Quicker turnaround time Real time vs batched Auto-populated forms, labels and daily workflow reportsPotential lending locations identified and listed (rota) automaticallyAutomatic alerting for patrons
37 Benefits of an OCUL Wide Initiative "RACER has in effect produced a “more level playing field” for all OCUL institutions. By providing centralized server support and maintenance, it has alleviated much of the local institution system support for interlibrary loan processes. For both end users and staff, RACER provides many features that many of the smaller institutions would not have been able to develop locally."Dialogue regarding policies and guidelinesCo-operation across UniversitiesNetworking and workshops to share experiencesDevelopment of best practices
38 A quote from Trent's student newspaper, the Arthur RACER Better AccessA quote from Trent's student newspaper, the ArthurFor all the other books you need that weren't found on Topcat, you can use the Inter-Library Loan program, RACER, to get practically any book you want (I am still in awe of this program -- you should definitely check it out). One might say that, with the high-speed internet and programs like RACER, the world is at our fingertips.
39 RACER Faster Delivery From an ILL staff member at Lakehead One of the aspects of RACER that has exceeded my expectations is the speed with which our materials are getting to us. I have overheard patrons coming into the ILL office marvelling at the "lightning speed" of the service.
40 What's Next? New hardware Staff VDX upgrade 2.4 Enhanced End user interface Zportal (2.4)ArielFrench interfaceAdditional reportsMessaging Testing, Testing, TestingMore location recordsUpgrade to 2.7 or 3NCIP
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