Resource Sharing Development and Challenge in Academic Libraries: the Case Study of CALIS Yao XiaoXia CALIS Administrative Center ， PUL ， shanghai

Outline I.About CALIS II.Achievements of CALIS III.Challenge and Future development IV.summary

I 、 About CALIS

About CALIS C hina A cademic L ibrary & I nformation S ystem –One of the public service systems for higher education (the others are CERNET, CERS,CADAL) –Funded by Chinese government –Under the leadership of Ministry of Education –Operated from 1998 –A nation-wide academic library consortium

Goal –To promote, maintain and improve resource sharing –To organize Chinese academic libraries to build China Academic Digital Library (eduChina) –To provide information services at a high academic level for teaching and researches –To extend cooperation internationally

Development periods Phase I, China Academic Library & Information System (CALIS) Phase II, China Academic Digital Library & Information System (CADLIS): CALIS and CADAL( One million book plan between China and USA) Phase III, Under construction

II 、 Achievements

Achievements of CALIS One set of Standard and Criteria Two pieces of mechanisms Three tiered Service network Four series of databases Five series of systems Six kind of services

1 、 A set of Standard and Criteria

resource digitalization digital preservation resource management and administration digital object description and categorization series of metadata and their interoperability architecture of digital libraries and their interoperability service patterns and quality control

2 、 Two pieces of mechanisms

mechanism on Resource sharing –Policy: Centralize the funding to support the most important things –Core: Literature sharing Human sharing Technology sharing

Mechanism on research and development –Organized a research and development team –Cooperate with Peking University information technology center, IT companies –Develop different kinds of application systems –Provide technical support to member libraries

3 、 Three tired service network

7 Regional Centers and 1 Defense information Center 21 Provincial Centers Four National Resource Centers (Humanities & Social Science, Engineering, Medicine, Agriculture) National Administration Center Online Union Catalog CenterTechnical Center 22 Digital Library testbeds one thousand academic libraries as members of CALIS National Centers Regional Centers Academic Libraries CALIS Service Network

The distribution of CALIS service centers

CALIS National Administrative Center (NAC) location: Peking University responsibility : Constructing information resource and service architectures Providing policy,advisory and support Overseeing sub_projects, Handing routing management needs

4 、 Four series of databases

Online Union Catalog database CALIS current content of foreign journals Thesis and dissertation database Special collection databases

3 millions metadata of bibliography books More than 33 million holdings Participant members more than 600

CALIS Current Contents of Western Journals 36 millions metadata of titles from 34,000 western journals holding data from about 500 academic, public institutional libraries Linking with 64 imported databases

Self-built resources: Thesis and Dissertations Abstract : 200,000 Full-text : 100,000

Self-built resources: digital special collections 64 Special collection databases; 4M records; 1.7M full text

Self-built resources: e-reserves fulltext Metadata Titles:108,000 Full text: 20,000

5 、 Five series of systems

Basic principle: decentralized archiving, decentralized processing and centralized utilization Creating advanced technical support platform –CALIS digital object processing systems –CALIS digital object administration systems –CALIS application systems and facilities –CALIS digital library portal construction systems –CALIS supporting systems

Architecture of technical platform Portal BillingSSO Unified SearchLinking ServerILL & DDS Holding Network resources Full-text Abstracts & Index Heterogeneous Resources Federated search Metadata Union DB Union search DRM Policy My Library Profile Linking KB

6. Six Kinds of Services

Six Kinds of Services Union Catalogue Interlibrary loan and document delivery Resource integration and providing Virtual reference Digital library solution Training and consultation

CALIS resource and service promotion –Imported database user training –Cataloguer training –ILL and DDS service training –Application system training –Reference librarians training Librarian literacy training (under consideration) Training

Cooperated database purchasing

Consortia Organized 554 times of consortia (2009)

Benefit analysis Expending Library resources Saving money –Lowering the price, Optimizing the price model Accelerating the development of medium /small libraries Help Publishers /database vendors improved service quality –Resource integration, Providing special line /mirror site, setting up Chinese office /representative, Usage report

The Foundation of DRAA

III 、 Challenge and Future Development

Sustainability –The relationship between Project development and Service providing Service level –Provide service to all the academic libraries –Provide service to libraries and its end users

Resource integration –Collect all the bibliographic records of member libraries –Integration with most of the bibliographic system in China Service integration –Improve Service quality and capability –integrate services of all the academic libraries –try informative services (science and technology project assitance)

System upgrading –SaaS: Software as a service Evaluation –Resource and service –Accelerating members development International Cooperation –Expending Resource sharing –Learn more successful experience

IV 、 Summary

The Role CALIS played –Leader: Establishing Standard and Criteria –Organizer and Coordinator: Resource development, training, ILL and DD, reference consulting –“Vender” and Provider: digital library solutions –“Interface”: cooperated database purchasing

The impact of CALIS to academic libraries –increasing the working efficiency in libraries; –Helping its members to offer better service to their users and meet the increasing demands –developing strong program, advance the high education environment –promoting the resource sharing action to a higher level