ISO and I reap – Lessons from Antipodean implementations of the ISO-ILL protocol By Jillian Irwin and David Reid Presented with support from Fretwell-Downing Informatics

National Library of New Zealand Next Generation National Library New Zealanders connected with information important to all aspects of their lives Te Puna Next Generation Document delivery working group –Seamless location of information –Improved “get” function

National Library’s interloan roles National Union Catalogue (Voyager) Te Puna Interloan (VDX) –A tool for library staff –End-user testing Largest supplier in NZ Member of JSCI

Joint Standing Committee on Interloan NLNZ & LIANZA membership Permanent supervisory body Formulates policy –Oversees NZ Interloan Scheme –Membership –Compliance –Reviews policy, performance and needs –Monitors changing trends –Initiates changes Interloan Billing System –third party agency

What makes for a good implementation? A vision A plan & communications Testing Task list Post-implementation activity Even more testing

Consequences for a national utility Location maintenance and settings Confidence –People –Knowledge and skills –Application robustness –The underlying protocol Communication

University of Auckland Library Established 1883 NZ’s largest university 40,000 students Over 21,000 requests in 2004 One of NZ’s largest suppliers ILDS services to all staff & students “One size fits all” policy

Why an ISO-ILL compliant package? Improve services to customers Streamline workflows Reduce Library costs To unite all electronic interloan processes in one package

Processes & issues Web form for requests –No direct link to library’s catalogue –Unable to check progress of requests –Keeping patrons informed a low priority Requests re-input to various systems –Double handling inefficient –Statistics gathering complex Te Puna Interloan utility of choice –Relied on NUC for holdings –Inefficient, and unnecessary costs incurred

Expected benefits A patron interface will –Improve services, streamline workflows, reduce costs –Patrons can check requests –Improve turnaround times Library costs reduce –Double handling eliminated –Lower processing costs –Free staff for other roles

Auckland’s implementations Supplier side approach Te Puna Interloan –No difference to service –Minor change to look of requests –Staff-training needs minimal –Workloads initially more complex 1500 requests remained live Systems run in tandem Billing information –Elimination of “own goals” –Simultaneous searching

Kinetica Document Delivery –Te Puna Interloan a pre-requisite –KDD July 2005 –Complex and yet more straightforward –230 NZ locations, 580 Australian locations –Duplicate symbols Naming authorities, international standard –Service levels Profiles –Charging Charging regime –No existing requests, testing, location load errors Auckland’s implementations cont.

Auckland’s results Integration of two national utilities 800 potential suppliers Seamless access to Australasian resources Potential revenue stream

The future Even more suppliers Patron to supplier pathway Te Puna gateway to KDD –Need to resolve billing issues Other NZ implementations

Te Puna Interloan Auckland VDX Transaction database Transaction database L1L2L3 LS1 LS2LS3 ZNUC Auckland catalogue Z39.50 LS1LS2 Kinetica Document DeliveryZ39.50 ANUC Transaction database Commercial suppliers EU1EU2

Conclusion Plan thoroughly Test methodically Nurture specialist support TEST AGAIN!