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Enhancements for Kinetica's future

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					                    Enhancements for Kinetica’s Future
      Discussion paper for the Expert Advisory Group on Enhancements
                                October 2002
This discussion paper is provided as background information to help inform the
discussion of enhancement priorities for Kinetica’s services. The paper is intended to
inform members about Kinetica’s strategic objectives and the potential enhancements that
will improve access for all Australians to Australian and overseas resources.
The Kinetica Expert Advisory Group on Enhancements is charged with investigating and
prioritizing future service developments that will enable Kinetica to meet its vision.
Kinetica’s vision is incorporated into this document to help provide a framework in
which service developments and enhancements can be considered.

1         Kinetica’s Vision

Kinetica will provide access for Australians to all significant Australian and overseas
publications by enabling Australian libraries to work collaboratively to share their
resources in an environment that inspires innovation and efficiencies.

1.1       What does Kinetica offer now?
         Cooperative cataloguing, reducing the costs of individual Australian libraries.
         Support for interlibrary lending, allowing an item held in one library to be
          borrowed or copied throughout Australia.
         Support for cooperative collection development.

1.2       Key Issues for Kinetica’s future
         Kinetica's key asset is its comprehensive database describing over 33 million
          documentary items held in over 1,100 Australian libraries.
         Individuals who are not associated with a library also want access to the
          information available within Kinetica.
         Access to Kinetica needs to be more broadly based, with data held in Kinetica
          accessible through other systems such as Web search engines and portals.
         Where possible, there should be direct access to content including data sources
          only available in electronic format, not just a location for an item.
         New models for presenting data held in Kinetica need to be explored, such as
          linking to Internet book suppliers where the user may want the option to purchase
          an item.
         Kinetica's value can be increased by providing a range of new services.
         Kinetica is owned and managed within Australia, with the result that the service is
          developed as a response to the particular needs of Australian libraries.
         Kinetica's financial and general operating environment may change as different
          service models are explored. The current cost-recovery model will need to
          continue, however, external sources of funding will be explored in order to pass
          on cost reductions to users of Kinetica.



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1.3      Kinetica a future service model
      Planning for further development of Kinetica will have the following objectives:
       More general access to Kinetica by individual users, regardless of their location or
         affiliation with a library.
       Ability to distribute data held within Kinetica through other Web-based services
         including search engines, reaching new audiences.
       More links to full-text content, which is increasingly a requirement for users.
       Improved support for ILL/DSS, including enhanced access to resources in
         electronic format
       Linkages with other information and business systems such as overseas library
         systems and Internet book suppliers.
       Improved access to electronic data sources, to complement the existing strengths
         of the Kinetica service.
       A strengthened position as the key Internet source of information on Australian
         library collections and other documentary materials existing in electronic format.
       Reduced financial barriers to accessing Kinetica.

2        Implementing enhancements

To satisfy the changing needs of Australian libraries, the National Library has an ongoing
program to develop and improve Kinetica services. Some enhancement suggestions can
be acted on promptly, while others will be included in the planning for future
development of the system. The category or type of enhancement will often determine
how quickly each can be implemented.

2.1      Enhancements to core products used to deliver Kinetica services such as the
         Amicus Cataloguing Client or the VDX document delivery software can only be
         actioned by the vendor according to the vendors own development priorities.
         Where possible Kinetica endeavours to convince software vendors to include our
         priority enhancements in their core product. This usually has a financial
         advantage as well as ensuring that the enhancement is maintained in future
         releases. Timing of core product enhancements is outside our direct control
         however Kinetica staff lobby and liaise with all of its vendors to ensure that
         enhancements that are critical to Australian libraries are prioritised. Kinetica staff
         also work with other users through vendor advisory mechanisms, such as the
         Amicus Dobis/Libis Users Group (ADLUG), to promote changes to the core
         software. In addition to ensuring that priority enhancements are included in new
         software releases, the implementation of these new releases for Kinetica is a
         major activity that requires careful planning, scheduling and testing by Kinetica
         staff.

2.2      Local enhancements are those that require minor changes or re- configuration of
         core products or are enhancements to system developed by the National Library.


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          These can generally be actioned more quickly and according to local priorities
          and available resources. Many of the enhancements implemented within Kinetica
          since 1999 have been local enhancements aimed at making the system more
          efficient, timely and user-friendly. Local enhancements that require software
          changes must be considered against the ongoing cost of maintaining these local
          variations to core software.

2.3       Commissioned enhancements are those that Kinetica commissions in addition to
          any enhancements that are delivered in the core product by the vendor, or
          implemented as a local enhancement. Core product and commissioned
          enhancements compete for financial and staff resources out of the same Kinetica
          budget.

3         Enhancements scheduled for development

Many enhancements requested by Kinetica customers have already been implemented
and others are under development. The following are enhancements that have already
been scheduled for development by Kinetica's software vendors or by the National
Library. Most are enhancements to the core software products. Those marked with an
asterisk (*) are local enhancements. The section is based on information provided by
software vendors and on current Kinetica planning. It is subject to change.

3.1       Searching (all interfaces)

         Improved stopword handling by the Amicus server. Kinetica will operate without
          stopwords. Approximately 20 words are currently excluded from indexing in the
          full text (keyword) indexes leading to occasional search failures – November
          2002*

         New search engine that is expected to provide improvements in search response
          times – expected early 2003

         Support for brief records in the Z39.50 present response which should improve
          response time for the initial summary results screen following a search – expected
          early 2003

         Keyword searching on Classification numbers – expected early 2003


3.2       KineticaWeb

         Sorting of result sets – expected 2003

         Provision of true keyword search facility (i.e. a wordlist search - automatic
          ANDing of search terms) – expected 2003


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         Support for the display of Unicode. This should enable Chinese, Japanese and
          Korean (CJK) script to be displayed through KineticaWeb without the use of
          additional software – expected 2003

         Merging of result sets from searches of multiple databases – expected 2003

         Access to the Deutsche Bibliotek Database – November 2002*

         Allow users to personalise the interface, eg. set their preferred default database
          and display format – expected 2003

         Simplified work flow for Marking, Saving and output of records for inclusion in
          bibliographies – expected 2003

         Immediate display of records in Short view format if the result set contains 10
          records of fewer – expected 2003


3.3       Kinetica Cataloguing

         Improve the importing of records by supporting the upload of multiple records
          from the same file; currently it is only possible to import one record at a time –
          expected early 2003

         Users may define and maintain their own preferred templates – expected early
          2003

         Further improvements to MARC 21 compliance (for example, supporting tactile
          material, kit and notated music in 007 field; supporting code ‘s’ (Electronic) in
          006 and 008 fields; supporting subfield $u in an number of fields) – expected
          early 2003

         Interface support for creation and editing of Unicode (LibriCat). Support for
          loading storage, search, display and export of Unicode (Amicus 3.5). These two
          developments should enable the migration of the CJK database to the same
          platform as the NBD - expected early 2004


         Bibliographic records are saved following input not line by line as in the current
          Client software – expected early 2004

         New headings (index entries) created automatically when inputting or editing a
          bibliographic record thus avoiding the time consuming manual create new
          heading phase in the current Client (users will have the option of scanning the
          indexes to check headings) – expected early 2004


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         Support for non-MARC (eg. Dublin Core) views of database records for creation,
          display and editing of data – expected early 2004

         Data creation and validation supported in the cataloguing client thereby avoiding
          communication with the server which is a source of current response time
          problems for some users – expected early 2004


3.4       Kinetica Document Delivery

         Enable bulk update of requests – December 2002

         Searching and display of holdings from the CJK database (holdings can be
          displayed with VDX 2.2 but display of diacritics is an issue) – Will test following
          implementation of VDX 2.2.7 from early 2003*

         Enable the deletion of unwanted fields from Create Request and Action Request
          screens and improve the 'look and feel' of the Web interface – December 2002

         Address the time-outs problem – December 2002

         Improvements to bibliographic searching – keyword searching – December 2002

         Searching by Amicus number – December 2002

         Rota box sizing and ordering – December 2002

         Preliminary rota box to shrink when locations are removed – December 2002

         'Last action' added to request list (brief) display – December 2002

         Request forms have separate fields for Volume and Issue – December 2002

         Reduce length of Create Request screen – December 2002

         Exclude requests marked 'Completed', and with other specified statuses from
          hitlists – December 2002

         Favoured selection' or 'favoured state' view, where one can select a view which
          will automatically list the local state holdings at the top – 2003

         Sorting of preliminary rota, (eg. Alpha, state, geographic) with users able to
          maintain their own default rotas – 2003




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         Retain every reason fro non-supply including library symbol – 2003

         Date request created and received on View and Print formats – 2003

         Links to KineticaWeb to enable end users to search in KineticaWeb and create a
          request which will be automatically sent to Kinetica Document Delivery for
          processing by the users' 'home' library – 2003

         Links to commercial suppliers to enable users to send requests to commercial
          suppliers and overseas libraries by email – Will test using formatted email
          following implementation of VDX 2.3 during 2003*

         Link to Te Puna to enable libraries in Australia and New Zealand to search each
          other's national bibliographic databases and send requests to each other – Will test
          following implementation of VDX 2.2.7 from December 2002*

         Links to local ILL management systems including VDX systems associated with
          the LIDDA project, and eventually communication with other local ILL
          management systems compliant with the ISO ILL Protocol standard – Testing
          underway; User implementation will follow implementation of VDX 2.2.7 from
          early 2003*


3.5       National Bibliographic Database

         Refinement of the Match/Merge algorithm used for the batch loading of data –
          December 2002 and Ongoing*

         Improve database quality through duplicate removal – Ongoing*

         Subfield 245$c (Statement of responsibility) will be stored separately from the
          Title heading. This should improve the matching of incoming records and also
          improve the sorting of headings when Browsing the title index – expected early
          2003

4         Proposed enhancements to Kinetica services

Kinetica customers play a vital role in influencing the development of the Kinetica
service and have been encouraged to comment on development priorities via the Kinetica
Advisory Committee, Kinetica User Groups, the Kinetica Annual Users’ Meeting, Expert
Advisory Groups and by direct communication with Kinetica senior staff.

The following lists of enhancements have been harvested from a variety of documents
that have recorded user feedback. Suggestions for enhancements have been taken from
the following documents:


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     Future developments web page – (http://www.nla.gov.au/kinetica/future.html)
     Issues from the State and Territory User Groups, KAUM 2002
      (http://www.nla.gov.au/kinetica/aum/aum02/state_issues.html)
     Minutes of the NSW Cataloguing SIG held on Friday, 28th June
      (http://www.nla.gov.au/list-archives/kinetica-l/2062.html)
     Questions on notice, KAUM 2002
      (http://www.nla.gov.au/kinetica/aum/aum02/qwn.html)

These enhancements have been divided into Kinetica’s primary service areas of searching
and resource discovery, cataloguing and data maintenance, interlibrary loans (requests,
supplies and payments), the National Bibliographic Database and other resources. Many
of these proposed enhancements have already been discussed with Kinetica's software
vendors but so far have not been scheduled for development.

4.1      Searching and resource discovery

Specific improvements include:
  (i) Implement Z39.50 extended search services such as persistent query and query
       scheduling to enable saved searches to be run automatically to support SDI's.
 (ii) Enable KineticaWeb access via IP authentication.


4.2      Cataloguing and database maintenance services

Develop Kinetica’s cataloguing and data maintenance services to provide:
- Flexible options for copy cataloguing
- Flexible options for contributing to the National Bibliographic Database
- Support for Z39.50 services which will allow customers to upload the bibliographic
   data and holdings statement to the National Bibliographic Database (NBD) when
   cataloguing on their cataloguing client.
- Improved online response times
- Improved general usability
- Improved and simplified cataloguing work flows
- Support for the input, edit and display of the full range of Unicode characters

Specific improvements include:

(i)   Simplify importing of records to National Bibliographic Database (NBD) enabling
      users to import records automatically from other sources without manual
      intervention.
(ii) Enable downloading (RMR) of authority records from the Kinetica Client and
      KineticaWeb.
(iii) Allow users to catalogue on to their local system, and the holdings data be then
      added automatically to the National Bibliographic Database (NBD) using Z39.50
      update.


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(iv) Allow users to catalogue on to their local system, and the bibliographic data be then
       added automatically to the National Bibliographic Database (NBD) using the
       Z39.50 Union Catalogue Profile.
(v) Allow users to use the Kinetica Cataloguing Client with their PC set to 'Large
       fonts'.
(vi) Allow users to edit more than one record from a retrieved set without the need to re-
       run the search.
(vii) Improve screen layout and size.
(viii) Allow indexed fields to be included in cataloguing templates.
(ix) Allow user to change an unindexed field to an indexed field without re-input the
       field (eg. 490 to 440).
(x) When creating or editing a bibliographic record, allow user to open other records
       and then return to the original record.
(xi) Allow editing of several records from the same search result set without the need to
       re-run the search (Currently it is not possible to edit a record from the Active Query
       Log screen).
(xii) Introduce ‘change command’ for known bibliographic items.
(xiii) Improve the display of indexes and results sets to provide cataloguers with
       information that will guide them to best record or preferred heading e.g. heading
       authorisation and source, encoding level and source of bib record, more characters
       displayed per heading.

4.3    Interlibrary loan services

Improve the Kinetica Document Delivery service by
- making the system more efficient to use,
- extending facilities of the system
- maintain good response times
- improvements to workflow
- extended facilities such as links to commercial suppliers, KineticaWeb and Te Puna
- more system reports

Specific improvements include:
   (i)     Activity reports of a more complex nature to supplement the current online
           reports in Kinetica Document Delivery.
   (ii)    General holdings indicator on short view (to establish that there is a copy in
           Australia).
   (iii)   Allow searching against a List of Status values rather than single Status
           values.
   (iv)    Bibliographic searching on Exact Short Titles.
   (v)     Ability to restore location deleted from preliminary rota.


4.4    National Bibliographic Database and other databases




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 Improve the content, coverage and quality of the National Bibliographic Database and
 extend the range of options for copy cataloguing and reference citations.

  Specific improvements include:
    (i) Incorporate duplicate reporting mechanism into the Client and Web interfaces
        (Currently it is on a separate web page).
   (ii) Increase the range of target databases for copy cataloguing and reference citations.
  (iii) Improved access to authority data.
  (iv) Enrichment of NBD records, eg. TOC, URLs.
   (v) Target small libraries (eg. specials) with unique holdings not currently on NBD, to
        join Kinetica and load their holdings to the NBD.
  (vi) Support customisation of Kinetica MARC record products to include institution
        specific electronic location and access data (MARC field 856).
 (vii) Production of bibliographic products in non-MARC (eg. Dublin Core) and XML
        formats.
(viii) Global mapping of headings during data loading.
  (ix) Improve error log processing to make reviewing of batch loaded data more
        efficient.




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