1. February 2009 ER&L Conference Update Jeff Aipperspach Senior Product Manager Serials Solutions

2. Review of Goals History Participation Status Report Next Steps

3. An effort to build on the White Paper published by Medeiros et al regarding acquisitions-related data elements for exchange between ILS, ERMS, and other systems

4. ERMS customers want to be able to look up acquisitions information while working in their ERMS Leverages data investment in individual modules, shares rather than duplicates Realization that single ILS hegemony is giving way to a multi-vendor environment

5. Publication of the Medeiros White Paper (2007) and its revision (2008) Ed Riding ( SirsiDynix ), Jeff Aipperspach ( Serials Solutions ), and Ted Koppel ( then Ex Libris, now Auto- Graphics ) needed to serve mutual customer(s) Decided that rather than building one-off idiosyncratic sharing mechanisms, an acquisitions exchange standard made sense

6. Ed, Jeff, and Ted surveyed various ERMS and ILS vendors to determine feasibility Picked CORE as acronym Discussed goals at ER&L 2007, at ALA Summer, and various other venues to determine interest, need, potential participants Approached NISO (Spring 2008) as standards development framework

7. NISO Business Information Topic Committee approved CORE Working Group Solicitation of members began First meeting: August 6, 2008

8. Ted Koppel (Auto-Graphics) Ed Riding (Sirsi-Dynix) Kathy Klemperer, (EDItEUR) Nettie Lagace (Ex Libris) Brian Rosmaita (VTLS) Rose Nelson (Colorado Alliance) Joyce McDonough (Columbia) Debbie Logan (EBSCO) Bob McQuillan, (Innovative) Kelvin Watson (TLC/CARL) Dani Roach (Univ. of St Thomas) Mary Walker (Wichita State) Clara Ruttenberg (Georgetown) Bill Hoffman (Swets) Jeff Aipperspach (Serials Solutions) Rafal Kasprowski (Rice) Gracemary Smulewitz (Rutgers) Candy Zemon (Polaris) Karen Wetzel (NISO) Mark Wilson (retired; XML advice)

9. Not just ERMS ILS exchange but broader applications exist (vendors, agents, consortia, etc.) Didnt want to duplicate work of existing standards (SOH, etc.) Keep it simple and generic Define the data – not the application !!!

10. August-September: wrote, designed, discussed Use Cases October: analyzed use cases for common needs, vocabulary, and data elements October-November: Refined use cases to identified core CORE elements November-December: XML message structure, transport mechanism December-January: Drafting document

11. Two levels of query/response Cost information only Cost information + Order and Product information Three type of queries Send info on one particular transaction Send all transaction info on one or more products Send all transaction info on all products Can filter by dates

12. (see the draft) Simple and compact Is the payload for any web service messages CORE schema outlines repeatable fields, Booleans, etc.

13. Delivers the CORE payload Web services can be used as the envelope Real-time cost/information retrieval is possible using CORE, not just static system generated reports Also allows adopters to leverage existing options – FTP, tape, SOAP, etc.

14. NISO has completed first draft of the written Draft Standard for Trial Use (DSFTU) Working Group is reading, clarifying, editing, illustrating, and adding examples Final DSFTU publication expected in February Draft Standard period will be 9-12 months

15. Vendors will write their applications to use CORE and transport mechanism Vendors report problems to Working Group; Working Group considers solutions Possible additional drafts/updates End of 2009: Final Standard

16. Cost data pulled into ERMS from other systems End duplicate data entry in multiple systems Institutional identifiers can help in automation of data transfers such as CORE Project COUNTER will benefit from clearly defining usage by specific institutions and access to title level cost information

17. Karen Wetzel, Cynthia Hodgson and NISO for their support The Working Group for their participation, tenacity, and willingness to work hard on CORE Mark Wilson for his work on XML

18. Ted Koppel (tpk@auto-graphics.com)tpk@auto-graphics.com Ed Riding (ed.riding@sirsidynix.com)ed.riding@sirsidynix.com Information http://www.niso.org/workrooms/core Interest Group http://www.niso.org/lists/coreinfo/