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

© Innovative Interfaces, Inc 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

© Innovative Interfaces, Inc Why INN-Reach? Easy for your Patrons Fast Delivery Easy for the Staff Cost Effective

© Innovative Interfaces, Inc 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

© Innovative Interfaces, Inc INN-Reach Users 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

© Innovative Interfaces, Inc 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

© Innovative Interfaces, Inc Traditional ILL vs. INN-Reach: Jefferson County, CO Cost Study $1.50$8.16Lending Cost $2.02$31.28Borrowing Cost INN-Reach OCLC or Statewide System

© Innovative Interfaces, Inc ILL Borrowing Mediated Patron Initiated (theoretical) Orbis (actual) Unit Cost$18-$30$2-$15$3 Fill Rate86%84-89%89% Turn- Around 9 days2-8 days2.9 days

© Innovative Interfaces, Inc Impact of INN-Reach on ILL Linfield College: Comparing ILL and Orbis Borrowing Over Three Years

Load Balancing Without Load Balancing With Load Balancing BEFORE AFTER

DESIGN & ARCHITECTURE

© Innovative Interfaces, Inc 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

© Innovative Interfaces, Inc 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

© Innovative Interfaces, Inc Architecture INN-REACH SERVER millennium Bibliographic Item Order Checkin Authority Patron Course Bibliographic Item Order Checkin Authority Patron Course Bibliographic Institution

© Innovative Interfaces, Inc 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

© Innovative Interfaces, Inc 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

© Innovative Interfaces, Inc 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

© Innovative Interfaces, Inc Lending/Borrowing INN-Reach Catalog Server Local System Local System Local System Local System Patron Request Item Circulated Patron Verified Request Filled Item Request Item Sent Record Contribution Patron

Network Architecture

© Innovative Interfaces, Inc. 2004

Network Environment INN-Reach Server Local System DCB Client API

INN-REACH Features and Options

© Innovative Interfaces, Inc 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

© Innovative Interfaces, Inc 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 – , print, telephone Patron renewals at either borrowing library or owning library Return at either borrowing library or owning library Owning library recalls

© Innovative Interfaces, Inc 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

© Innovative Interfaces, Inc INN-Reach Systems 19 INN-Reach Systems – Thousands of Users LINK+ San Diego Circuit PROSPECTOR InMich Ohio LINK Maine InfoNet MOBIUS AccessPA InRhode Connect NY C/W MARS SUMMIT Houston Area Nationally-based INN-Reach: Interstate AccessLaw International INN-Reach: Spain, Hong Kong Australia, UAE

© Innovative Interfaces, Inc 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

© Innovative Interfaces, Inc LINK+ Requests Six Year Comparison of Total Requests

© Innovative Interfaces, Inc Colorado Prospector Ft.Lewis College Collection Increases 20-Fold In thousands

© Innovative Interfaces, Inc. 2004

Thank You!