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Summit BorrowingBehind-the-scenes
Nancy Nathanson, Resource Sharing Program [email protected] (541) 346-1860
2
A popular and growing service
--
- --
387,433
358,175324,516
-
50,000
100,000
150,000
200,000
250,000
300,000
350,000
400,000
450,000
FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07
Orbis
Cascade
Summit
Grad27%
Faculty19%
Undergrad48%
Staff6%
3
Patron-initiated borrowing: search & request from unified holdings of all
member libraries
automated ILL, or expanded circ?–software–agreements & policies
patronsmaterialsloan rules (time, fees, etc.)
Summit Borrowing
4
… easier for patrons
… easier for staff
• verify patron and find available copy
• sort requests & prepare paging slips
• track status, due dates
• consolidated union catalog
• 24 x 7
• established uniform agreements
6
central maintains links with all the local sites
central
continuous polling; real timereal time updating over
the Internet
7
patron records
patrons
patrons
patrons
8
maintaining the database
for example:– receiving order, status now "in process"– updating bib. record, such as author heading
update, completing contents note for multi-vol. set– changing item status from 'at bindery' to 'available'
Local sites automatically send updates to the central machine
9
central also asks for information
10
The basic rules
2. Eligible patrons
3. Loan periods & renewals(regular, short, CRL)
4. Fines and fees (replacement, overdues CRL)
1. Circulating items
11
what’s circulating in Summit?
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mapping = translating the code
local IType code
what it means in different local systems
Chemeketa EOU TESC
000 Non-circulating EOU Regular books Evergreen book
001 Non-circ, Reference EOU Oregon Docs Evergreen CDs
007 Fiction (Gen’l Interest) EOU Audio CD's Evergreen Game
008 Fiction (Childrens) EOU Slides Evergreen ILL- Borrowed
009 Fiction (Teens) EOU Filmstrips Evergreen ILL – Microfilm
020 Magazine (Gen’l Inter) EOU Newspaper Evergreen Slide Libr.
same code value means different things on different local systems
13
mapping = translating the code
Chemeketa EOU TESC
000 201 200 200
001 201 200 200
007 200 202 201
008 200 201 201
009 201 201 201
020 202 201 201
same code value translates to different action at central
200 regular loan
201 non-circ
202 short loan
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mapping = translating the code
local PType code
what it means in different local systems
Chemeketa WSU or OHSU Clark or SMU
040 CCC Student-no DC Retired Staff Cannell ILL
041 CCC Faculty/Staff Internal charge Cannell Reserve
050 Library staff - NoDC CALS undergrad Commun.Borr’s
062 CCC Study Room OHSU-Shriners
063 CCC Day use OHSU-VA
140 CCC Student, non-credit SMU Undergrad
same code value means different things on different local systems
15
mapping = translating the code
same code value translates to different action at central
Pos. 1 Position 2 Position 3
“2” for Summit
0=No CRL3=with CRL
1=undergrad2=grad3=faculty4=staff6=special patron
201 = Summit, No CRL, Undergrad
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mapping = translating the code
Chemeketa WSU or OHSU
Clark or SMU
040 201 234 230
041 203 234 231
050 204 231 200
062 200 200 200
063 200 203 200
140 200 200 201
same code value translates to different action at central
http://w
ww.orbiscascade.org/staffhome/
“Sharing Materials”
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Data is loaded, sites are connected. How does it work now?
Borrowing site
Owning (lending
) sitePickup Locatio
n
Summit“central
”
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Patron finds something in the union catalog and requests it
Borrowing site
I want that book!
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now central is the go-between
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?• available status <->
• requestable item type (IType)
Authorize the request: the itemCan this be requested? Are there any available copies?
22
central will stop a request …
…when the book is available at the patron's home library
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Is the patron authorized? Patron verification screen
Authorize the request: the patron
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Selecting the pickup location at home institution or another
home Pickup Loc’s
main circ
branch lib.
satellite campus
Other (PUA) locations
Clark-Main Library
COCC-Circulation Desk
CWU-Circ Desk
EOU-circ desk
EWU-circ desk
EWU-CALS
GFU-Newberg
GFU-Portland
L&C-circ desk
Linfield-McMin.
Linfield-Portland
Marylhurst-circ desk
OHSU-circ desk
OGI-circ desk
Authorize the request: pickup location
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Summit Borrowing—Pickup location or PUA
Borrowing site
Owning (lending)
site
Pickup Anywher
e Location
May have several Pickup
Loc’s
May have >1 pickup loc for PUA
Summit“central
”
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central selects one place to fill the request
Selecting the item to request
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# of Institutions Owning the requested title
1 only26%
215%
310%
48%
5 or m ore41%
multiple copies
280
5,000
10,000
15,000
20,000
requests received (owner)
requests made (borrower)
comparing requests received and made
29
Loan/Borrow ratio
0
0.2
0.4
0.6
0.8
1
1.2
1.4
1.6net lenders and borrowers
-0.5
-0.4
-0.3
-0.2
-0.1
0
0.1
0.2
0.3
0.4
0.5
Load balancing
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Lowest priority. You’re last to get a request when anyone else is attached to the record.
Very low priority
Still pretty low; Summit is still looking to others before you
You’re going to get more than those guys
Summit sends more requests your way when it gets the chance
You’re 1st in line every time you’re on the record
Priority codes
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Summit sends data to Owning and Borrowing sites
send item data, attach
to Patron record
(“virtual item”)
initiate transactions, send data to all parties
send patron data,
attach to Item record
(“virtual patron”)
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send patron data,
attach to Item record
(“virtual patron”)send item data, attach
to Patron record
(“virtual item”)
Summit sends data also to PUA database for access by Owning and Pickup sites
Transactions -- Pickup anywhere site?
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at Owning site: print paging slips, page item, check out to Borrowing or PUA site
add Due Date update status
“in transit”
Checkout #1: Institution checkout
35
checkout and prepare item for courier
local patron type local item type
central PTypes
central rule types
undergrad allow CRL
grad
faculty no CRL
staff
onsite visitor visiting patron
central ITypes
non-circ
circ, regular loan
circ, short loan
36
checkout and prepare item for courier
2. courier bag
3. courier bag label
1. bookband or label
37
at Borrowing or PUA site: receive item, check in, notify patron
update status: “received”
Checkin #1
38
Borrowing or PUA site: check out to patron
update: patron checkout info
Checkout #2: Patron checkout
39
Borrowing or PUA site: check in from patron, return item to Owning site
update status: “returned”
Checkin #2
40
check in at Owning Site
temporary patron & item data deleted
Checkin #3
41
Trouble-shooting: Paging slip file
Paging slip file empty, or few requests?
… don’t ignore it – take action!
42
tips, help, and consortium practices
• Web pages– Staffhome– Sharing Materials– How-to guide
• contacts– policy & procedures– daily problem-solving
• email lists– Summit Borrowing– Courier
43
More to think about:
Relationship to affiliated institutionswho can borrow; courier service
Visiting Patronauto VP with inst’n loan rule, auto VP with local loan rules
Pickup Anywhere
Local policies and patron services• InterLibrary Loan vs Summit Borrowing• Fines & fees (replacement, overdue, CRL)
• time on hold shelf – ignore weekend days?
http://www.orbiscascade.org/staffhome/
http://w
ww.orbiscascade.org/staffhome/
“Sharing Materials”
http://www.orbiscascade.org/staffhome