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NCIP in VDX Features

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					Benefits of NCIP in VDX
John Bodfish
Senior Technical Designer



VUGANZ
September 18, 2006
                  NCIP Review
•   NCIP is the NISO Circulation Interchange Protocol,
    issued in 2002.
•   Designed to support Circulation/Interlibrary Loan
    interaction (amongst other areas).
•   Consists of two parts:
      1. Protocol that specifies data structures, services and
         messages
      2. Implementation Profile 1 which specifies XML for message
         encoding, UNICODE for character encoding, etc.
•   The standard looks to Application Profiles (such as the
    Circ/ILL profiles implemented in VDX) to specify what
    services and options are used by a specific
    application.
                                           Current workflow
Loan Request Life Cycle Manual
Borrower




                                                                                                                                        Item
              Req                                          Item
  VDX




                                                                                                                                       Marked
             Created                                     Received
                                                                                                                                      Returned




                                                                                                  Patron
                                                                                                Checks Out
                                                                                                                 Item Checked In
Borrower




                                                                          Bib Record Created       Item
  ILS




                                                                                Item                                 Patron
                                                                            Delivered to                             Returns
                                                                            Pickup Loc                                Item
                                                                                               Patron Notified



             Picklist
                          Answer                          Item                                                                      Item Marked
             Printed
Lender




                         Will Supply                     Shipped                                                                     Checked In
 VDX




                                          Item
                                        Retrieved
                                       From Shelf
Lender
 ILS




           Hold Placed                              Item Checked out to                                                            Item Checked In
                                                         Borrower
                         Incoming Request

                                 ILL-Request message

                   Requesting                                Supplying Library
                     Library
                                                                                  NCIP Request Item message
                                                                                        to place a hold
                                  ILL Answer message

                                                                                 Circulation
If an item is on the shelf a hold is placed on it and a “Will                     System        Pick List
Supply” response is sent to the requesting library.
If an item will be available before the expiry date a hold is placed
on it and a „Hold-placed‟ response is sent.
If none of the matching items will be available before the expiry
date a „Retry Request‟ response is sent.
If no matching items exist an „Unavailable‟ reply is sent.
        Automation Benefits
• VDX locates available copies
  automatically.
• VDX notifies the requester that you will or
  won‟t be supplying the item
  – Your peers benefit from faster response
    times.
• Round-the-clock operation unattended by
  staff.
The Role of DocFind Responder
• VDX attempts to locate a matching title in
  the local catalog using Z39.50.
• Searches are done using standard
  numbers such as ISBN, UPC, ANBN, BN,
  LCCN, OCLC and other system control
  numbers.
  • Therefore it‟s worthwhile to have those fields
    indexed and searchable by your Z39.50
    server.
                                              Ship


                 Requesting
                   Library                                  Supplying Library
                                                                                NCIP Check Out Item
                                                                                     message
                                  Shipped message
                                    with due date
                                                                                    Circulation
                                                                                     System

Available items are retrieved from the shelf and routed to the ILL
desk (because the pick list has that as the destination).

On-loan items are routed to the ILL desk by the circ system when
returned by borrowers.
         Automation Benefits
• VDX lets your circulation system calculate:
  – loan periods, which may vary by:
     • item type, e.g. printed versus audio-visual
       materials, or
     • requesting library.
  – due dates, automatically accounting for:
     • holidays, semester calendar, etc.
     • reserves placed on specific items.
                                         Receive


                                                        Received message
                                    Requesting                                         Supplying Library
           NCIP Accept Item           Library
              message

Pickup
Notice
              Circulation
               System




You can use the lender‟s barcode, assign a temporary one, or the circ system can create one
automatically, depending on the capabilities of your circulation system.
Your circulation system will be given a due date derived from the lender‟s due date.
        Automation Benefits
• Temporary bibliographic record is created
  with whatever data is in the request.
• Temporary item record is created with the
  item‟s medium type (e.g. book, audio tape,
  etc.)
• The item is put on hold for the user so that
  the user will be notified in whatever
  fashion is usual for local holds.
                             Return


                     Requesting                      Supplying Library
                       Library
NCIP Check In Item                Returned message
    message


   Circulation
    System
        Automation Benefits
• Assurance that items are discharged from
  local user‟s account.
                    Check In


Requesting
                                  Supplying Library
  Library

             Checked In message                       NCIP Check In Item
                                                          message


                                                          Circulation
                                                           System
        Automation Benefits
• Elimination of duplicate work
  – Staff don‟t have to check items in to both VDX
    and your circulation system.
                                             Renew

                                            Renew message

                            Requesting
                                                                  Supplying Library
                              Library


                                         Renew Answer message
                                                                                      NCIP Renew Item
Renewal
                        NCIP Renew Item                                                  message
Notice
                           message

          Circulation
                                                                                            Circulation
           System
                                                                                             System


                         The requesting library‟s VDX uses the supplier‟s new due
                         date as the basis for the due date given the circ system,
                         which it adjusts exactly as it did when the item was first
                         received.
        Automation Benefits
• Supplier‟s circulation system can:
  – determine renewability based on current
    requirements, e.g. local holds and
    reservations, and
  – determine loan period and renewal due date
    as before during the Ship action.
• Round-the-clock operation unattended by
  staff.
                       Cancel

             Cancel message

Requesting
                                  Supplying Library
  Library
                                                      NCIP Cancel Request Item
             Cancel Reply – Yes                              message
                 message

                                                            Circulation
                                                             System
        Automation Benefits
• Round-the-clock operation unattended by
  staff.
                   Request Status


                    Requesting
                      Library
NCIP Lookup Item     ZPortal
   message


 Circulation
  System

                   ZPortal invokes the Lookup Item service for transactions
                   where the item has been received but not yet returned.
                   Such items will now indiciate they are “Available for Pickup” if
                   the user has not yet picked them up from the hold shelf.
        Automation Benefits
• “Truer” information for the user because
  ZPortal now “knows” whether the user has
  checked the item out or not yet picked it
  up.
• Round-the-clock operation unattended by
  staff.
   NCIP Automation: Requesting
            Libraries
• When receiving:
  – Creates temporary bibliographic & item records.
  – Puts the item on hold for the patron.
• When patron checks their requests:
  – Checks local circ status to distinguish items on the
    hold shelf from items they‟ve checked out.
• When patron requests a renewal:
  – Automatically updates circ with new due date if lender
    agrees to the renewal request.
• When returning:
  – Ensures the item is discharged.
    NCIP Automation: Supplying
            Libraries
• When requests arrive:
  – Locates available copies and places holds on them,
    so the circ system’s pick list includes these items.
• When shipping:
  – Checks items out; due date assigned by circ system.
• When renewal requests arrive:
  – Tries the renewal in the circ system, so local circ rules
    control whether the renewal is granted, and if so what
    the new due date is.
• When requests are cancelled:
  – Cancels the hold in the local circ system.
 Note: These Are Benefits of VDX
• Your library must be using VDX for you to
  benefit from these NCIP features.
  – VDX is invoking NCIP services directly with
    your library‟s circulation system.
  – VDX does not invoke NCIP services for you at
    the peer library.
  – Therefore it doesn‟t matter whether the peer
    library – that‟s requesting from you or lending
    to you – is using VDX; you still get the
    benefits even if they don‟t. 
         VDX is the Initiator
• All NCIP messaging is initiated by VDX
  rather than by the circulation system
  because at this time all NCIP circulation
  implementations are being built to respond
  to NCIP messages rather than initiate
  them.
             And It‟s Simple
• Screen changes
  – Added item barcode on Ship & Receive screens
• Configuration
  – Create a one or more Naming Authorities and add IDs
    for your VDX locations.
  – Define the NCIP Responder (e.g. network address)
    and link its into the locations it serves.
  – Select which set of services to use.
  – Enter pseudo-user barcodes for your peer libraries.
        NCIP Authentication
• Patron authentication against local library
  systems.
• Similar to existing authentication methods
  such as 3M SIP.
• At the moment no circ vendors appear to
  be adding this capability.
           Testing and Rollout
• Phase 1 tests messages independent of the full
  request cycle
   – This can be done in an hour, but so far it has always
     taken longer.
• Phase 2 tests the full request cycle
   – Including Z39.50 search, printing of picklists, check
     out to users, etc.
• Both phases are completed by staff at OCLC
  PICA and the circ vendor.
• Successful completion of these 2 phases allows
  us to proceed to beta testing with libraries in the
  field.
  How to Talk to a (Circ) Vendor
• Ask them if they support the Circ/ILL or the DCB-3 NCIP
  Application Area Profiles.
   – More specificly than “NCIP support”, they must support the 7
     services we use, and the optional fields within them that we
     require.
• If they say yes, ask them what libraries are using it.
  Contact those libraries to confirm this and pass us that
  information.
   – This will help us understand the context in which they have
     implemented NCIP.
• If they say no tell them how important it is to you and
  give them a copy of our Circ/ILL Application Profile from
  the customer website.
   – This Application Profile tells them all they need to know to
     ensure their application will interoperate with VDX.

				
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