Transcript CALIS联机编目系统的服务模式

CALIS Online Union Cataloging System
---- Service Models
Wang Yan
CALIS Administrative Center
Aug. 28, 2006
CALIS
• “Project 211”
– Facing 21st century
– 100 Universities and some key disciplines.
• Three Public Service Systems
– China Education and Research Net（CERNET）
– China Academic Libraries & Information System
（CALIS）
– Large Instrument and Equipment Sharing System
CALIS Projects
• 3 types, 32 sub-projects.
type1: Resources and the integrated systems
o Databases establishment and related application systems
development
type2: Service systems
o Constructing Core member libraries to carry out CALIS
services
type3: Technical support
o CALIS application systems establishment
CALIS Resources and Disclosing
Uniform search platform system：federated search and cross-databases search
Toc of Journal
Imported
resources
Imported
databases
Union
Catalog
Navigation
databases
Special
collections
Thesis
databases
Holdings of member libraries
teaching
reference
Online free
resources
The operation of CALIS Union Catalog Center
The products of CALIS Union Catalog Center
• Online union cataloging system
–
–
–
–
–
General cataloging client
Cataloging client for Chinese ancient books
Authority cataloging client（developing……）
Servers for Online Cataloging
Management client
• OPAC
• Z39.50 Control component (C version)
System Structure
cataloger
s
CALIS clients
LAS clients
Control
component
Z
Z39.50
servers
Chinese
databases
Western
databases
Management
clients
administrator
s
OPAC
reader
s
catalogers
Japanese
databases
Russian
databases
CALIS clients
Control
component
Z
Z39.50
servers
Databases of
Chinese ancient
books
Service systems
• Three fundamental systems
– Resource Sharing platform － C/S for online
union cataloging system
– Service platform － B/S for searching catalog and
resource navigating system (OPAC）
– Management platform － B/S for administrators
statistics reports…
Services
• Cataloger
– online cataloging service
• Library
– bibliographic data updating in library automatic system
(LAS)
• Reader
– OPAC services
• Administrator
– Management services
• A nationwide three-tiered service structure
Online cataloging service
•
•
•
•
To upload/download bibliographic data
To modify data
To upload holdings
Languages: Chinese/ western languages/ Japanese/
Russian
• Material types: Chinese books, Chinese
periodicals, western books, western periodicals,
Chinese ancient books
• The Authority database is establishing.
Fare policy
• Principle：To pay for records libraries contributed
and to charge for records libraries downloaded.
– No pay for Holdings data at present, only for
bibliographic data (full records)
– No charge for searching and downloading simple
records, but full records
Search title “Dream of the Red Chamber”. Don’t
need to pay fees to browse simple records
Need to pay fees to download full records.
Three kinds of workflow for catalogers
• Only using local library automatic system (LAS)
• Mainly using CALIS Online Cataloging Client
• Side-by-side using local library automatic
system (LAS) and CALIS Online Cataloging
Client
The first kind of work flow
• Only using local library automatic system（LAS）
– The key is the local system integrated with CALIS Online
Cataloging control component. The work flow doesn’t implement
untill CALIS Online Cataloging plug-in is embedded in the local
library automatic system.
– Origin: The data ought to be uploaded on principle of CALIS and its
uploading work flow by member libraries.
– Advantage: The catalogers only use one client.
– Shortage: Local Programs must be changed by vendors according to
the need of CALIS.
– The mode is used widely by most member libraries.
Cooperation with venders
• To carry out the first work flow and provide convenience
to catalogers, it is need to cooperate with LAS venders.
• The following LAS systems have integrated with CALIS
plug-in by now.
–
–
–
–
Libsys2.0（汇文）
HORIZON
Aleph 500
ILAS
• Cooperation
– Sirsi (operated to develop a Control component of JAVA
version)
The second kind of work flow
• Mainly using CALIS Online Cataloging Client
– Some libraries without fulfilled Z39.50 function integrated in local
library automatic system maybe adopt this kind of mode. The data
only being uploaded and downloaded by the CALIS Online
Cataloging Client from union cataloging databases can be saved as
an ISO 2709 file, and then transferred to local library databases.
– Advantage: It is not easy to make mistake.
– Shortage: The course is slow with more processes. The
data can not be real time searched in the local system.
– Apparently a few libraries use this kind of work flow.
The third kind of work flow
• Side-by-side using local library automatic system and
CALIS Online Cataloging Client
– The data is searched from CALIS databases and local library
database by CALIS clients.
– Advantage: Data can be real time searched in local library system
with few faults.
– Shortage: The catalogers must be with high vocational level to use
two clients.
– A few libraries, especially contributing data, use this
kind of work flow, such as Peking University, TsingHua
University, Wuhan University, East China Normal
University etc…
Services
• Cataloger
– online cataloging service
• Library
– bibliographic data updating in library automatic system
(LAS)
• Reader
– OPAC services
• Administrator
– Management services
• A nationwide three-tiered service structure
Libraries –bibliographic data updating in library
automatic system (LAS)
• The CALIS databases are real time updating.
• How to keep the data updating in step with
CALIS databases after it enters into the
local system?
– MARC field 099: CALIS control number
Services
• Cataloger
– online cataloging service
• Library
– bibliographic data updating in library automatic system
(LAS)
• Reader
– OPAC services
• Administrator
– Management services
• A nationwide three-tiered service structure
OPAC
• For reader
– basic function across multiple databases
– linking with relative resources in databases
– connection with imported resources (e-Books of the
Chinese books provided by Peking University Founder
Co.)
– Planning to supply the Chinese journal table contents
– Users can raise requirements for ILL to their library
directly across integrating CALIS ILL system.
OPAC
• For catalogers and librarians who is charged with ILL
– Authorized users can download data in ISO
2709. It is convenience for small libraries and
libraries without smoothly internet.
– Dealing with users’ requirements of ILL
(usually for no digital data)
• New edition of OPAC is the basic to establish the regional
centers union catalog.
OPAC
• For holding services
– Status quo
o Marc field 920 can give the brief information of location code,
ways of ILL, etc.
o without circulating information in each library
– Solutions
o CALIS provides interface requirement
o By cooperation with LAS venders, connection from CALIS
OPAC to local automatic OPAC is fulfilled to show the real
time holding information.
o At present, 汇文system has fulfilled the portal.
Linking to ILL system
Services
• Cataloger
– online cataloging service
• Library
– bibliographic data updating in library automatic system
(LAS)
• Reader
– OPAC services
• Administrator
– Management services
• A nationwide three-tiered service structure
Management services
• Providing management tools for union catalog
project
– Data statistic and reports
– Member libraries and quality control supervisors
management
– Charge statistic
– Synchronizing databases of regional center users
– Integrating some management tools
o Duplicating and merging tool
o Global Updating tool
Management client（图）
Services
• Cataloger
– online cataloging service
• Library
– bibliographic data updating in library automatic system
(LAS)
• Reader
– OPAC services
• Administrator
– Management services
• A nationwide three-tiered service structure
A nationwide three-tiered structure of
CALIS
• A three-tiered structure
– National information centers
– Regional information centers
– Provincial information centers
• Functions
– Enhancing the function of three-tiered service network
– Improving the ILL services within the region and
reducing the pressure on CALIS for overloading with
increasing member libraries
– Widening the influence of CALIS to admit more
member libraries
Operation model
Regional information centers
•
Regional information centers
–
7 Regional Information Centers have established the
union catalog and Z Server
1.
2.
3.
4.
5.
6.
7.
The South-east China——Shanghai Jiaotong University
Library
The North-east China——Nanjing University Library
The Central China ——Wuhan University Library
The South China ——Sun Yat-sen University Library
The Southwest China——Sichuan University Library
The Northwest China——Xi’an Jiaotong University Library
The Northeast China——Jilin University Library
Provincial Information Centers
•
15 Provincial Information Centers
– 7 of 15 Provincial Information Centers have
established the OPAC of provincial union catalog
1.
2.
3.
4.
5.
6.
7.
Fujian——Xiamen University Library
Jiangxi——Nanchang University Library
Hebei——Yanshan University Library
Hunan——Hunan Normal University Library
Zhejiang——Zhejiang University Library
Shandong——Shandong University Library
Henan——Zhengzhou University Library
Policies
• Four ways to download data
– From Z Server of CALIS Administrative Center
o Libraries of Level D will not be permitted to download data
from Z Server of CALIS Administrative Center in the future.
– From OPAC of CALIS Administrative Center
o All member libraries are authorized to download data.
– From Z Server of Regional Information Center
o Libraries of Level D in the region are authorized to download
data.
– From OPAC of Regional Information Center
o Libraries of Level D in the region are permitted to download
data.
Policies
• With authorization to upload data
– Member libraries who are authorized to upload bibliographical
data or local holding information
– Catalogers must work on the union cataloging databases of
Administrative Center.
• Without authorization to upload data
– Member libraries who are authorized to download data only
– Only being authorized to download data from the Regional
Information Center databases
– At present being permitted to download data from Administrative
Center databases
• For one member library
– A record need pay only when it is downloaded for the first time.
Later downloading this record is free.
Policies
• There is no regional center in north China.
• All member libraries in north China are
authorized to upload and download data
from Administrative Center servers.
• Presently the South-east China Regional
Information Center has begun to provide
services to libraries of Level D.
Regional information centers
regions
Provinces of the region
Numbers of
libraries of
Level D
The North China
Beijing、Tianjin、Hebei、Shanxi、Inner Mongolia
55
The North-east
China
Jiangsu、Henan、Shandong
38
The South-east
China
Shanghai、Zhejiang、Fujian、Jiangxi
50
The Central
China
Hubei、Hunan、Anhui
46
The South China
Guangdong、Guangxi、Hainan
31
The Northeast
Jilin、Heilongjiang、Liaoning
61
The Northwest
Shaanxi、Xinjiang、Gansu、Ningxia、Qinghai
41
The Southwest
Sichuan、Chongqing、Guizhou、Xizang、Yunnan
19
Present state of Provincial information centers
Member
librar
ies of
Level
C
Member
librari
es of
Level
D
Zhejiang
1
17
Henan
3
Province
Fujian
Member
librari
es of
Level
B
13
Amount of
member
libraries
Total of
data
18
58594
16
348758
2
10
13
308590
Hunan
6
7
13
156531
Jiangxi
2
11
13
127354
3
13
17
229417
2
12
14
9418
Shandong
1
Member
libraries
of Level
Dr
1
Hebei
(up to Feb, 2006)
Solutions to add local holdings
• Problem: Libraries of Level D are not authorized
to upload the holding information so that it is
limited for developing their interchange among
libraries within a province.
• Solutions
– Member libraries with authorization to upload data
o Just like now, adding holding informatin in MARC field 920
– Member libraries without authorization to upload data
o From January, 1, 2006, if a record is downloaded by the library,
the system automatically add this library’s holdings.
o Holding information are saved in a database, not showed in
MARC field 920.
Provincial union bibliographic database
• Coverage of data
– MARC field 920 contains holdings data in Chinese/western
language/Japanese from member libraries of the province.
• In the future
– If a record is downloaded by the libraries, their holding
information will be added automatically .
– Mirror data will be more and more in the databases of
provincial union catalog.
– To promote the development of member libraries and
interchanges among libraries.
Show
• OPAC
– http://162.105.139.81:8080/opac
• Management services
– http://ucc.calis.edu.cn/ucc/
• The examination system
– examinee ：http://ks.calis.edu.cn/xmj/index.jsp
– administrators ：
http://ks.calis.edu.cn/xmj/admin/login.jsp
Cataloging Authentication service
• Authentication exam
– way：remote exam and check
– Operating successfully for 3 times
o Chinese level 3 catalogers exams for 2 times
o Western language level 3 catalogers exams for 1 times
o 126 catalogers participated exams, 100 catalogers in 72
libraries passed the exams. And 75 catalogers in 66 libraries
passed chinese authentication exam, 27catalogers in 27
libraries passed western language cataloging authentication
exam.
o advantage：help to improve cataloger’s work abilities.
Cataloging Authentication Remote
Exam System
• Integrating management functions
• Established test questions database, 4,276 QandA. And it is
able to expand and update.
• Customized to generate different examination papers by
configuring parameters.
• Flexible to use, adapt to all kinds of test
• Online Check and give score, test paper A could get score
realtime automatically; test paper B could save check
history.
• The system runs stably. And easy to use
• It is the first Online Cataloging examination system . It
is proved to save lots of time and money.
考生界面 A卷
考生界面 B卷
考生界面 B卷
考试管理
Client for
Chinese ancient books