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HKALL/InnReach ExperimentHKALL/InnReach Experiment
1 December 20041 December 2004
HKALL - Hong Kong Academic Library Link 港書網 - 香港高校圖書聯網
Technical IssuesTechnical IssuesDavid Palmer
Systems Librarian Technical Services Support Team Leader
The University of Hong Kong [email protected]
HKALL - Hong Kong Academic Library Link 港書網 - 香港高校圖書聯網
HKALL is - a pilot project in accelerated resource sharing j
ointly undertaken by the academic libraries of three Hong Kong tertiary institutions, City University of Hong Kong, Lingnan University and The University of Hong Kong.
a union catalogue based on the INNReach software from Innovative Interfaces which allow staff and students of participating libraries to initiate borrowing requests while they search.
HKALL - Hong Kong Academic Library Link 港書網 - 香港高校圖書聯網
How does InnReach work?
HKALL - Hong Kong Academic Library Link 港書網 - 香港高校圖書聯網
INN-Reach Components
Union Catalogue Automatic de-duping Automatic updating in real time from
members to Union Choice of exclusion of certain records,
certain fields Choice of how to handle 856 e-resources
Patron-Initiated Circulation
Architecture
INN-REACHSERVER
millennium
millennium
Bibliographic
Item
Order
Checkin
Authority
Patron
Course
Bibliographic
Item
Order
Checkin
Authority
Patron
Course
Bibliographic
Institution
Lending/Borrowing
HKALL Central Server
LocalSystem
LocalSystem
LocalSystem
LocalSystem
Patron RequestOptions: via own system or via centralserver
Item Circulated
Patron Verified
Request Filled
Item Request
Item Sent
RecordContribution
Patron
Step - by - step
1. User at HKU requests LU bk2. LU prints paging slip3. LU retrieves from shelf4. LU institutional checkout5. Courier, from LU to HKU6. HKU institutional checkin7. HKU email notice to user8. HKU normal checkout to user9. HKU normal checkin from user10. Courier, from HKU to LU11. LU inst. checkin12. Return to shelf
Resource Sharing Features & OptionsResource Sharing Features & Options
Request Load Balancing Multiple Pickup Locations allowed Paging Slips Notices: pickup, etc.
Email, etc. of various. Patron renewals at either borrowing
library or owning library Owning library recalls
Borrowing library cannot make holds or recalls on non-owned items
Statistics In development:
NON-Returnable Module i.e, journal articles
Patron InterfacePatron Interface
1. Title Not Found at your library
2. Click on HKALL button to automatically search INN-Reach catalogue
3. Click link to request item
4. Patron selects/ indicates which is their library
5. Information verified at patron library
6. System Selects Copy and Confirms Request
Some Technical ProblemsSome Technical Problems
How to display e-resource URLs Resolved
Courier service Agreed to use existing service, 48 hours
Merge rate: 2% 17.91% in November CJK in 880 & in 245 etc. Practices differed. November rebuild, new algorithm
Nov Rebuild Unicode is internal code
Some cleanup needs to be done TSVCC, or synonymy of CJK variants soon
台湾 vs. 臺灣 still working on this.
HKALL Circulation PoliciesHKALL Circulation PoliciesAlice Tai
Circulation / Reserve / Interlibrary Loans LibrarianCity University of Hong Kong
Some Basic PrinciplesSome Basic Principles
Make the policies as simple as possible. Minimize policies that interfere with
local circulation practices while still trying to maximize use of the mega collection.
Policies should not undermine the interest of users in the owning libraries.
HKALL Basic PoliciesHKALL Basic Policies
1. Strive to circulate to others what you circulate to your own users.*
2. Circulate to all classes of users.
3. Users get 10 books for 15 days (undergraduates) and 30 days (postgraduates) and they have 5 days to pick up their requests. A single renewal is allowed for the same number of days.
* Excepting AV, short term loan materials, and other collections you dictate.
More Basic PoliciesMore Basic Policies
1. Local patrons are given priority, e.g., local patrons can place recalls and holds but the other library’s patrons cannot.
2. Normal and recalled overdue fines are HK$2.00 and HK$4.00 per item per calendar day respectively and are collected and held by the borrowing library.
3. Book replacement and penalty policies per the owning library.
4. Decision to not display URLs in e-resources in HKALL to avoid licensing problems.
HKALL StatisticsHKALL Statistics
1. There are net borrowers and lenders.
2. Users at 2 of 3 libraries borrowed significant numbers of books owned but checked out.
3. Undergraduates were the largest user group irrespective of the size of their own library.
4. 2/3rds+ of the items borrowed were non-CJK.
5. Three subjects dominated the borrowing/lending activities of these three libraries.
6. HKALL increases the amount and speed of borrowing.
7. Unique items borrowed were frequently out of scope.
What our use statistics tell usWhat our use statistics tell us:
Net Borrowing/LendingNet Borrowing/Lending
CityU
Borrow
Lend
HKU
Borrow
Lend
Lingnan U
Borrow
Lend
Borrow Lend
CityU 3,870 1,682
HKU 1,736 3,191
Lingnan U 1,152 1,885
Totals 6,758 6,758
HKU
Own
Not Own
CityU
Own
Not Own
Lingnan U
Own
Not Own
OwnedNot
Owned
CityU 2,577 1,917
HKU 1,044 692
Lingnan U 295 986
Borrowing What Is OwnedBorrowing What Is Owned
Staff
PG Student
UG Student
Type No.
Staff 1,409
PG Student 1,357
UG Student 4,257
Borrower’s StatusBorrower’s Status
CJK
Non CJK
Language No.
CJK 2,306
Non CJK 5,205
Language of Titles BorrowedLanguage of Titles Borrowed
Three subject clusters dominated the borrowing and lending scene during the experiment.
SubjectCity U Top 3 B/L
HKU Top 3 B/L
Lingnan U Top 3 B/L
General Works / Bibliography
- - -
Philosophy / Psychology / Religion
- - B1,
Social Science / Law / Education
B1, L1 B1, L1 B2, L1
Science / Technology
B2, L3 B2, L2 L2
Arts / Architecture
- - -
Language / Literatures
B3, L2 B3, L3 B1, L3
History / Geography
- - -
B=Borrow
L=Lend
1. Social Science /Law/Education
2. Science/Technology3. Language/Literature
Subjects BorrowedSubjects Borrowed
Turnaround Time Delay factors? # Filled requests through
HKALL ILL HKALL ILL*
2 working days Nil Nil 95% 9%
3 working days 1. Time of requests submission 2. Number of search trials e.g., after-hour submission plus 2nd search of the item
1. Staff mediation2. Time of requests submission3. Number of search trials
4% 12%
4 working days 1. Time of requests submission 2. Number of search trials 3. Pick-up time of internal courier for resources reside in branches and remote storage facilities. +
1. Staff mediation2. Time of requests submission3. Number of search trials 4. Pick-up time of internal courier for resources reside in branches and remote storage facilities. +
1% 22%
5+ working days Same 57%
# To avoid overweight charges, sometimes we need to hold up some non-urgent items for dispatch the day after. This will lead to some delay. Hiring Youth Outreach as our courier service supplier which offers a larger weight allowance compared to DHL has eased the situation to a great extent though not 100%.
* These figures are for HKU only and reflect the experience during the year prior to the introduction of HKALL.+ Except Lingnan University
HKALLHKALL Increases the Speed of Borrowing Increases the Speed of Borrowing
HKALL increased the amount of borrowing but decreased the HKALL increased the amount of borrowing but decreased the amount of traditional ILL between participating librariesamount of traditional ILL between participating libraries
CityU HKU LU
ILL 03 1,229 570 282
ILL 04 921 242 222
HKALL 4,494 1,858 1,281
-
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
4,500
5,000
City U HKU LU
ILL 03
ILL 04
HKALL 04
Percent Appropriate
Medical
Law
Arts/Architecture
SocialScience/Education
Science/Technology
SubjectPercent Appropriate
Medical 17
Law 24
Arts/Architecture 24
Social Science / Education
41
Science / Technology
49
HKU librarians reviewed the non-duplicate titles to determine what percent fell within HKU’s collecting policies.
Collecting Scope of Titles BorrowedCollecting Scope of Titles Borrowed
HKALL User SurveyHKALL User SurveyTommy Yeung
Associate Librarian (Reader Services)Lingnan [email protected]
Objectives of SurveyObjectives of Survey
To find out users’ general comments on the HKALL service
To find out comments from specific groups of users
To enable users to express their own opinions To compare HKALL with ILLiad To identify areas for future improvement
Online questionnaire 19 structured questions on a 5-point scale Open-ended questions 9 focus group meetings for academic staff,
library staff and students
MethodologyMethodology
Comments on the general features of HKALL
Rating of performance, e.g. fulfillment, turnaround time, etc.
Future expectations Comparison of HKALL with ILLiad Other comments
Online QuestionnaireOnline Questionnaire
Users Like HKALL Because It:Users Like HKALL Because It:
Acts as a source of obtaining materials not available in your own library. (80%*)
Enables users just to click a few buttons and easily make a request instead of typing the item information into the borrowing system again. (80%*)
Generates email notices, e.g. pickup, overdue, cancellation, etc. to inform users of the request status. (76%*)
Integrates with the library’s online catalogue so that separate searches of other library catalogues are not required. (73%)
*Chose either good / excellent
Fulfillment rate (67%*) Turnaround time (62%*) HKALL and ILLiad are considered the same by
50% of respondents Detail result available at:
http://obelix.lib.hku.hk/cgi-bin/survey/hkall2004/stat.cgi
* Chose either good / excellent
Comments on HKALL PerformanceComments on HKALL Performance
Include more libraries so that more items can be made available to users (88%*)
Allow users to self-renew items more than once (82%*)
Remind users to return the loan items before the due date (74%*)
Handle requests for journal articles (70%*)
*Chose either important / extremely important
Users Wish HKALL WouldUsers Wish HKALL Would
“Excellent on the whole.” “I would say this scheme has been excellently carr
ied out. with this scheme, resources in the universities can be better utilised …”
“HKALL simply makes life easier. thank you …” “A convenient system for academic exchanges.” “it would be great if the collaboration can extend t
o …” “It should include all eight institutions in HK.”
Positive CommentsPositive Comments
“loan period is too short, why not allow longer period in case no one request it.”
“I think giving us a larger quota is better …” “the turnaround time is a little bit long …” “Sometimes I was a bit confused, as HKALL serv
ices are processed by the ILLiad counter.” “Books in our HKU libraries should be sufficient
… I don’t see there’s any needs for collaborations with other U’s libraries.”
Complaints / Negative CommentsComplaints / Negative Comments
Including external customers and internal staff
Individual sessions for academic staff, students and library staff
Opportunity for interaction
Focus Group MeetingFocus Group Meeting
Learned about HKALL through different channels
Liked the service a lot Considered that wider access would not be
a good alternative of information access Wished more libraries could join HKALL
Focus Group Meeting - StudentsFocus Group Meeting - Students
Learned about HKALL through different channels
Opined that HKALL had good integration with Web-OPAC
Considered that JULAC Card was not a convenient form of information access
Wished more libraries could join HKALL
Focus Group Meeting – Academic StaffFocus Group Meeting – Academic Staff
Service became more complicated Impact varied from section to section Believed that users liked ILLiad more Worried on work pressure if more libraries
were going to join
Focus Group Meeting – Library StaffFocus Group Meeting – Library Staff
Strategic Level• More member libraries• Better promotion strategy
Operational Level• Loan quota and period extended• More renewals• Hold requests become possible• Due date alert• Handle journal requests
HKALL Will Become More Successful If:HKALL Will Become More Successful If:
Thank You !Thank You !
HKALL - Hong Kong Academic Library Link 港書網 - 香港高校圖書聯網