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

• Library inputs purchase order title-related
  information into local ILS
• ILS order is sent to subscription agent
• Agent enters data into its management system
• Agent sends invoice to library
• Agent sends confirming order to publisher (or
  publishers distributor)
• Publisher (or distributor) checks order and price
• Queries sent back to agent or forwarded to
  publisher
• Agent corrects price or answers query
• Publisher (or distributor) inputs data to
  fulfilment system and creates or updates the
  account
• Publisher waits for payment from agent
• Publisher receives payment
• Publisher attributes payment to appropriate
  account
• Publisher sends file of authorized accounts to
  hosting service
• Hosting service sets up access file for
  authorized account and title
• 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