InnReach Project in Hong Kong

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InnReach ProjectinHong Kong
Eva Wong Run Run Shaw Library City University of
Hong Kong

• David Palmer
• Hong Kong University Libraries
• University of Hong Kong

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Background

• In May 2002, representatives of the 8 JULAC
  libraries met for the first time under the name
• User Initiated Document Delivery (UIDD) Taskforce
• Impetuses
• Initial Criteria
• Demonstrations
• Recommendation to JULAC

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Impetus for Taskforce Establishment

• Sutherland Report
• - Libraries through cooperation can provide good
  access for all students and teachers to
  monographs
• - To compete internationally, we have to find new
  ways of working together more effectively
• Putting 8 JULAC libraries resources together
• - Rank 11th in North America in total volume
  count (over 8M)
• - No single library can support the research,
  educational, and teaching needs of students and
  staff on its own
• - May reduce costs by purchasing less duplicate
  materials
• A single UIDD system of JULAC library collections
• - Give our students first class library support
• - Dramatically improve users access to the
  materials they need

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Criteria for Choosing a System

• The Chosen System
• must accept user initiated online ILL request
• must support unmediated ILL requests directly
  from users to lending libraries
• must support monograph loans
• must check incoming ILL requests automatically
  against own collection, and block request if
  requested items are in own collection
• must support CJK characters

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Process and Results

• Systems assessed
• INN-Reach
• Library.Request
• URSA
• VDX

• IMPACT/ISO
• RLG/ILL
• Wings
• Clio
• ILLiad

Shortlisted 4, Demo 3
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Demonstrations

• December 2002
• Three systems
• TLC for Library.Request
• Epixtech for iRequest
• Innovative for InnReach
• Expanded assessment criteria
• Essential requirements
• Cost implications
• Additional functions and features
• Recommendation to JULAC
• InnReach

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Why InnReach?

• Satisfies all of the essential requirements only
  one that has a proven record in handling CJK
• Has most of the special features enquired about
  except for the delivery of periodical articles
• Very positive comments from InnReach sites
  contacted
• Reference sites for the other products are few
  and far between
• Union catalogue old but reliable and has a
  proven track record
• Could not recommend a product that required
  nurturing to maturity
• Major drawback of InnReach expensive!

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Schedule

• Phase I, 3 libraries, HKU, LU, CityU 31 Oct 04
  
• May 2003 Directors of 3 Libraries agreed to go
  ahead
• June 2003 Working group met for the first time
• July 2003 InnReach Orientation
• August 2003 Delivery and set up of hardware
• (SunFire 280R 2 CPUs, 2gb RAM)
• Aug 2003 Systems Worksheets first agreements
• Sep/Oct 2003 TestPac, problem solving together
• Oct 2003 Circulation briefing
• Nov 2003 complete loading of union catalogue
• Nov 2003 Circulation worksheets more
  agreements
• Dec 2003 Circulation training
• Early 2004 Phase I, Live Pilot
• Phase II, up to 5 more JULAC libraries, Jun 05

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Agreements

• Systems Worksheets
• Govern the loading of the union catalogue
• Unified system parameters
• Central_Load_Profile Local_Load_Profile
• Circulation Worksheets
• For materials circulation and patrons privileges
• Unified patron types and loan rules
• Central_Circ Local_Circ

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Problems ? Solutions

• Merging of Records
• Standard algorithm - tag 001 and ISBN
• CityU, HKU LU - different data in tag 001
• First load of Testpac - 2 merge rate
• Alternate algorithm - a 67 character string from
  tag 245, 260 and 300.
• Second load of Testpac - 4 merge rate
• Complete load of union catalogue - 12 merge rate
• Other InnReach databases 40 merge rate
• Chinese
• First InnReach database - large number of Chinese
  records
• Merging done on Roman tags only

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Problems ? Solutions Contd

• 856 Links Internet Resources
• E-resources not available via InnReach
• Agreed that e-resources will be displayed but
  without URLs.
• Courier Service
• 48 hours turnaround time max
• fast yet economical outfit

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Name of Our System

• Hong Kong Academic Library Link
• (HKALL)
• ????????
• (???)
• http//innreach.hku.hk

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Pilot Phase I

• Over 3M volumes available to our users
• Measure how successful the pilot is
• Entice the other JULAC libraries to join us for
  next phase

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Working Together

• 3 is a good number to start
• Understanding and willingness to compromise
• Quick response and feedback
• Ownership of project by everyone involved
• we all want this to succeed
• Great people to work with!

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What next?

• Statistics to measure success
• Increase in traffic (ILL and non-ILL patrons)
• Decrease in ILL traffic
• Pickup rate
• Turnaround time compared to ILL
• Costs compared to ILL costs
• Increase/Decrease in library staff workload
• Can InnReach help us lower our costs?
• Can we use the cost-saving argument to apply for
  central funding of a full project?
• Can the experience of InnReach be a model for
  other JULAC collaborative projects ?

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Thank You
Eva Wong Run Run Shaw Library City University of
Hong Kong

• David Palmer
• Hong Kong University Libraries
• University of Hong Kong