Using institutional and library identifiers to ensure access to electronic resources

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Using institutional and library identifiers to
ensure access to electronic resources
Don Hamparian, OCLC Helen Henderson,
Ringgold John Shaw, Sage Publications

• NASIG 23rd Annual Conference
• Taking the Sting Out of SerialsJune 8, 2008

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Identifiers

• Library Identifiers/Codes
• ISIL
• OCLC Symbol
• MARC Org Code
• Institution Identifiers/Codes
• SAN
• GLN
• DB
• CEIHE

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California Postsecondary Education Commission -
identifiers

• ATP Code
• Carnegie Classification Code
• CCC College ID
• CDS Code
• CEEB Code
• College Board Code
• COSAR Code
• CPEC Code
• Dunn Bradstreet Number

• Federal Unit ID (IPEDS)
• FICE Code
• Institution Code
• OPE ID
• Record ID
• School Code
• Segment Code
• System Code

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The Journal Supply Chain

1. Library inputs purchase order title-related
   information into local ILS
2. ILS order is sent to subscription agent
3. Agent enters data into its management system
4. Agent sends invoice to library
5. Agent sends confirming order to publisher (or
   publishers distributor)
6. Publisher (or distributor) checks order and price
7. Queries sent back to agent or forwarded to
   publisher
8. Agent corrects price or answers query
9. Publisher (or distributor) inputs data to
   fulfilment system and creates or updates the
   account
10. Publisher waits for payment from agent
11. Publisher receives payment
12. Publisher attributes payment to appropriate
    account
13. Publisher sends file of authorized accounts to
    hosting service
14. Hosting service sets up access file for
    authorized account and title
15. Library activates account or title for
    appropriate publisher.

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Problems

• Name changes
• Agent changes
• Publisher changes
• Hosting platform changes
• Price changes
• Bundle changes
• License changes
• Authentication changes

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WorldCat Registry

• Unique Identifier (WorldCat ID and secure HashID)
• Name (English and/or Native Language)
• Other standard identifiers e.g. ISIL, OCLC
  Symbol, SAN, NCES ..
• Electronic and Physical Location
• IP Address (secured for authorized retrieval)
• Library Services e.g. catalog url, virtual
  reference
• Deep links
• Relationships
• Contacts
• Search and retrieval Web Services

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WorldCat Registry

• A global directory of libraries, their locations,
  contacts, and the services they provide 93,000
  records
• Free for all libraries to maintain and share with
  partners
• Pre-populated with data we already have,
  augmented by libraries and partners
• Centralized data essential for delivering
  content and services more efficiently on the Web

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WorldCat RegistryUsage

• How Libraries Use the Registry
• Register OpenURL Resolvers
• Register IP Addresses for authentication
• Share their complete profile with selected
  organizations
• How OCLC Uses the Registry
• OCLC uses it to configure WorldCat Local
• OPAC Deep Links for WorldCat.org fulfillment
  options

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Registry Example Georgia Institute of
Technology (http//www.worldcat.org/registry/Insti
tutions/5090)
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WorldCat Registry Usage

• How vendors use Registry data
• OpenURL Gateway service
• Read-only Registry Profile for customer data
  verification

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Ringgolds Identify database services

• Institutional ID
• Name in local language
• Anglicized name
• Location
• Classification
• Size
• URL
• Related institutions
• Consortia membership
• www.openidentify.com

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Identify WorldCat RegistryPotential
Intersections

• Study whether we can map WorldCat Identifiers to
  Identify Institution Identifiers
• Link for publishers from institutions, their
  libraries and contacts
• Link for libraries to publishers, their contacts
  and titles

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How publishers use Identify

• Uniquely identifies institutions and their
  components
• Groups publishers subscribers
• Facilitates production of holdings lists
• Defines consortia tiers
• Facilitates de-duplication and data cleansing
• Assists in integration of customer databases such
  as Fulfillment System and Online Platforms
• Increases efficiency of transitions between
  participating publishers

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How publishers use Identify

• So what does this mean?
• Accuracy
• Consistency
• Clarity
• Process
• Ease
• And that adds up to
• Better service
• Better access
• Better reporting
• Improved sales and potential pricing

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How intermediaries use Identify

• Agents can pass library information to publishers
  as single identifier
• Hosting services can offer all institution
  accounts for activation

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Existing standards guidelines

• ICEDIS
• Exchange of data between publishers and agents
• ONIX
• Products Subscriptions
• Online Holdings
• Release notification
• Linking ISSN

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New standards guidelines

• Project TRANSFER
• KBART
• I2
• CORE

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How these standards will help ease the pain

• Agent publisher agree price
• Publisher identifies customer immediately
  correctly
• Publisher knows consortium membership
  entitlements
• Publisher transfers correct entitlements to
  hosting service
• Publishers libraries have the same information
  on holdings

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Questions Comments

• Email
• hamparid_at_oclc.org
• helen_at_ringgold.com
• john.shaw_at_sagepub.com