Horizon URSA Dilemma for Libraries • ILL demand is rising • Cost per request same for past 10 years • 75% of ILL cost.

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Transcript Horizon URSA Dilemma for Libraries • ILL demand is rising • Cost per request same for past 10 years • 75% of ILL cost.

Horizon URSA
Dilemma for Libraries
• ILL demand is rising
• Cost per request same
for past 10 years
• 75% of ILL cost is staff
time
• ILL delivery time is still
14-16 days
• Library budgets have
been reduced
40
35
30
25
Cost
Delivery
Demand
20
15
10
5
0
1990
Today
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The Dynix Solution:
Automate ILL
• Empower your Users
• Liberate your Staff
– Automate routine tasks
– Reduce per request costs & speed delivery
– Route “difficult” requests to staff
• Maximize your investments in collections
and standards-based systems with direct
consortial borrowing
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User-placed requests
empower users
• Place own requests and see results
– Books & other returnable materials
– Journal articles & other non-returnables
• Online citation
• OpenURL link resolver
• Library catalog
– Multi-volume works
• View own requests online
• Cancel own requests
• Users say they love it! *
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Virtual Catalog Searches w/
Horizon Information Portal
Library A
Library B
Library C
• Library selects catalogs users can search
• Library selects lenders for each user type
• System finds lenders with requested item available
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How a Request
is Placed
1. Search virtual
catalogs or physical
union catalogs
2. Request from summary
list or click title to view
bibliographic details &
holdings
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3.
Holdings
information
displays on
detail screen.
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4. User chooses action &
delivery options
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5. User completes
simple options on
Request Form
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6. User sees results
immediately – with
cost & other details
in printable format
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Article Request Options
Start
Select
Options
Request
Search
library
catalog
Pick journal
Delivery &
cost
Fill in
article info
Online
search
Citation
Delivery &
cost
“Grabs”
article info
OpenURL
link resolver
Source
Delivery &
cost
“Grabs”
article info
Fill-in Web
Form
N/A
N/A
Fill in user
& article
info
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Article
Request
1.
Search library catalogs.
2.
Pick title containing
desired article.
3.
User enters article details
if not passed in from
search of online database
or OpenURL link resolver
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OpenURL Link Resolver
Library defines look & feel,
options offered by user type
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Multi-Volume Request
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Ordering
specific
volumes
Volume 2 is placed on
request
User can return to
previous screen and
request other volumes
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Request Management
• The most automated interlibrary loan
system available.
• Links to many local circulation systems
(DCB) make it an ideal solution for multivendor consortia, public and academic
libraries.
• Focuses staff time and expertise on
difficult-to-find requests
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Staff
Menus
See workload at a
glance
Place new requests
Look up requests
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Flexible Staff Workflows
Perform staff tasks
on a single request
or on batches
Click Request ID to
edit request details
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Request Details Editable
Staff can change defaults,
conditions or decline
requests
Email may be sent to staff
at borrowing library
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Receive
Materials
Automates by linking with circulation
• Assigns lenders by availability
• Places holds at lender, checks out item
• Creates bib/holding at user’s library to
hold, route and check out
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Statistical Reporting
Activity reports on
activity, turnaround time
& fill rates
New reports:
Collection
Development
Copyright
Lender fees
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Summary of Filled Borrowing Activity for Utah Valley System
Beginning:Ending:
Activity
Reports
Lenders
Borrowing Agency
Utah State UVSC
Weber U Wyoming Zion State
Alta Community College
American Fork Public Library
Brigham Young University
Beginning:
Ending:
Highland Public Library Borrowing Activity for Provo Library
Marsall College
Lenders
Filled
Unfilled Total Fill Rate % Filled Turnaround
Orem Public Library
Total
Loans
Copies
Rocky Road College
Springville Public Library College of the Canyons
Dwight Foster Public Library
USC Library
Hartford County Public
Total
Lassen Community College
Palm Harbor Public
Plymouth District Library
Shasta College
Talbot County Free Library
Wellesley College
Print
Total
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Print – Internal Use Only
Standards expand ILL options
Direct
Delivery or
Pickup
Traditional
ILL
Lender to user
Library-to-Library
Direct
Consortial
Borrowing
Reciprocal
Borrowing
Walk-in ILL
ISO 10160/10161 and
NISO Z39.83 (NCIP) allow
libraries new options for
resource sharing
Circ-based ILL
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Liberates Staff
• Uses Direct Consortial Borrowing model to
revolutionize resource sharing
– Place holds on remote resources
• Lender hold integrates ILL requests with local holds
• Borrower bib/item creation & hold key to easy circulation
– Pick up at “Home Library”
– Direct Delivery to users
– Pickup at Lender
• Based on NCIP DCB Profile 3
– Optional “mapping” for non-NCIP systems
• Also supports “traditional” interlibrary loan
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Using the DCB Model
Horizon Interlibrary Loan
Horizon Information Portal
Automated
Request
Virtual Catalog
Search
Request Mgmt
Lib B
Lib C
Patron self service
requesting
Lib A
Request Management:
• Checks home library for ownership (dotted line)
• Profiles local ILL policies for availability and
automatic lender assignment
• Integrates with major ILS for lending &
borrowing staff tasks
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How does DCB work?
User
Borrowing Library
Lending Library
Horizon ILL
Requests
Materials
Hold placed at first
lender; optional
picklist
Checks home
library ownership;
lender availability
Fill
Checks item out; print
label/wrapper
Automatically
moves to next
lender or expires
Receive
Creates temp bib &
item; places hold;
circ routing, user
notification &
checkout
Can generate email
& notices
Return
Checkin on circ,
then return,
Can generate
labels/wrappers
Complete
Checks in item
Transaction may be
archived
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Borrowing activates link
to Circulation
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Impact of DCB Model
•User placed requests
increase by 50% annually
•ILL costs can be reduced
to $8/request
•75% of ILL cost is staff
time
•ILL delivery time can be
2-4 days on average
•No new staff needed to
handle increased volume
70
60
50
40
Cost
Delivery
Demand
30
20
10
0
ILL
DCB
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DCB Speeds Delivery
Days to Fill Request
20
15
10
5
Interlibrary
Loan
Direct
Consortial
Borrowing
0
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DCB Reduces Costs
Cost per Request
30
25
20
15
10
5
Interlibrary
Loan
Direct
Consortial
Borrowing
0
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DCB Reduces Demand for
“Traditional” ILL
140
120
100
80
60
40
Interlibrary
Loan
Direct
Consortial
Borrowing
Total
Requests
20
0
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ILL Product Components
• Horizon Interlibrary Loan
–
–
–
–
Request placement
Request management
Reciprocal Borrowing
NCIP Initiator and Responder
• Horizon NCIP Responder
– Automates staff workflows
• Horizon Information Portal
– Adds dedup of search results
– Provides request status for users
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Technical Design
Consortium or customer site
Horizon
Information Portal
External
Catalog
s
Local Circulation
System
NCIP
Gateway
ILL
Software
Horizon
Information
Portal
ISO ILL
Gateway
Dynix ASP
External
ILL
Systems
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Questions?
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TM