LIDDAS - An Australian Document Delivery Project KERRY BLINCO Consultant Macquarie University, Australia

Overview  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  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 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 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 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 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 Model ILL Directory Services Core Operations including:  Sending/receiving requests  Routing and rerouting  Messaging handling  Status updates  Archiving etc LIDDA SYSTEMS Full Local Management including:  Verify User  Validate item  Manage copyright records  Locate Potential Suppliers  Develop routing lists  Payment options  Maintain Local ILL Policy  Manage Request lifecycle  Customise User Interface  Manage Workflows  Provide Management Information  Collect Statistics  Generate billing information  Set User Preferences  Write Reports  Set/Manage local rules NATIONAL ILL UTILITY Provide National Services including:  Manage Aggregated Billing System  Maintain National Statistics  Provide Intermediary Services Provide local management functions for non LIDDAS Libraries  Provide and Maintain General Rules  Support generalised request lifecycle and workflow  Provide generalised reports Document Delivery Systems (JEDDS) National Union Catalogue/Distributed Collection

Local Servers (including WEB, Fax, Mail) Local Resources & Systems (including Circulation, Patron, Accounting, Validation Files & Services) Search & Retrieval (Local Databases, Kinetica, Other Catalogues, Other WEB/Windows-based Resources ) 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 Delivery Systems ISO 10160/1 Z39.50 Item Order X500, LDAP + ? , Fax, etc Search & Retrieval Tools (Locators) ILL Utilities Local Finance/ Accounting System Other Local Systems Integrated Library Management System End User Authentication Services Z ? Z39.50 Discovery, Availability ? ISO 10160/1 X500, LDAP +? , Fax, etc ISO10160/1(DDI) ISO 10160/1 X500, LDAP + ? , Fax, etc Z39.50 Item Order +? , Fax, Post, etc Local Interlending & Document Delivery (LIDDA) System Suppliers (eg, libraries, commercial suppliers, etc) GEDI MIME,FTP,HTTP JPEG TIFF, HTML etc Courier, Post, etc, ISO10160/1(DDI) Z39.50 Discovery, Availability? Z39.50 Discovery/ Availability ? Interaction Protocol Model GEDI MIME,FTP,HTTP JPEG TIFF, HTML etc Courier, Post, etc,

CILLA 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 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 Product  Fretwell-Downing Informatics’ OLIB VDX chosen  GITC Contract for Australia and New Zealand  Software Enhancements  Market Development  User Group

NSP 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 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 2 Network Members LIDDAS Network Utility Serviced Utility Members Interlending and Resource Sharing Directory Various (ART, , fax print) ILL Protocol Z39.50 (holdings) ? Union Catalogue Non ILL Protocol Libraries ILL Utility

Non ILL Protocol Libraries NILU Members LIDDAS 1 LIDDAS 2 LIDDAS Network Network Members Interlending and Resource Sharing Directory Document Suppliers ILL Utility Union Catalogue Various (ART, , fax print) ILL Protocol Z39.50 (holdings) ? Independent

Product 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 Delivery Systems ISO 10160/1 Z39.50 Item Order X500, LDAP + ? , Fax, etc Search & Retrieval Tools (Locators) ILL Utilities Local Finance/ Accounting System Other Local Systems Integrated Library Management System End User Authentication Services Z ? Z39.50 Discovery, Availability ? ISO 10160/1 X500, LDAP +? , Fax, etc ISO10160/1(DDI) ISO 10160/1 X500, LDAP + ? , Fax, etc Z39.50 Item Order +? , Fax, Post, etc Local Interlending & Document Delivery (LIDDA) System Suppliers (eg, libraries, commercial suppliers, etc) GEDI MIME,FTP,HTTP JPEG TIFF, HTML etc Courier, Post, etc, ISO10160/1(DDI) Z39.50 Discovery, Availability? Z39.50 Discovery/ Availability ? The Missing Bits GEDI MIME,FTP,HTTP JPEG TIFF, HTML etc Courier, Post, etc,

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) Users Library/Suppliers Resources, Collections Access Services Application Systems ILL Utilities (Kinetica etc) Search & Retrieval Tools (Locaters) Suppliers. Libraries, commercial suppliers, etc. LIDDAS Local interlending and document supply system VDX Software Document Delivery transmission systems Extending the Service Context LDAP, DAP Policy, Business terms, Rights management Circulation

Dynamic Resource Discovery/Delivery - Directory Supported Joined Up Retrieval Z39.50 HTTP Z39.50 A A A

Strategy 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