Upload
phyllis-norris
View
222
Download
3
Tags:
Embed Size (px)
Citation preview
The HKALL PhenomenonThe HKALL Phenomenonaccessing eight million volumesaccessing eight million volumes
with just a mouse clickwith just a mouse click
Sidney ChengThe Hong Kong Institute of Education Library
Ruth WongThe University of Hong Kong Libraries
BackgroundBackground
The Pre-HKALL EraThe Pre-HKALL Era
Two Modes of Inter-Two Modes of Inter-library Lending:library Lending: JULAC Card Programme
For personal access & in-person loans
For Academic Staff & Postgraduate Students
Inter-library Loans For Academic Staff, Postgraduate
Students & Final Year Undergraduate Students
Undergraduate Students & Non-academic Staff were not served were not served
20022002JULAC User Initiated Document Delivery/JULAC User Initiated Document Delivery/Inter-library Loan (UIDD/ILL) Task ForceInter-library Loan (UIDD/ILL) Task Force All 8 JULAC members represented Charged to explore within 6 months:
1.Pros and Cons of other consortia employing UIDD/ILL systems
2.Which software/utilities/systems could be used by JULAC for UIDD/ILL
3.Value/non-value of using net borrower agreements by UIDD/ILL consortia
4.Resource implications of JULAC’s adoption of this program
20022002JULAC User Initiated Document Delivery/JULAC User Initiated Document Delivery/Inter-library Loan (UIDD/ILL) Task ForceInter-library Loan (UIDD/ILL) Task Force All 8 JULAC members represented Charged to explore within 6 months:
1.Pros and Cons of other consortia employing UIDD/ILL systems
2.2.Which software/utilities/systems could be used by Which software/utilities/systems could be used by JULAC for UIDD/ILLJULAC for UIDD/ILL
3.Value/non-value of using net borrower agreements by UIDD/ILL consortia
4.Resource implications of JULAC’s adoption of this program
Essential Requirements of UIDD Systems:Essential Requirements of UIDD Systems:1. Must accept user-initiated online ILL
requests2. Must support unmediated ILL requests
directly from users to lending libraries (host libraries)
3. Must support monograph loans4. Must check incoming ILL requests
automatically against own collection, and block request if requested items are in own collection
5. Must support CJK characters
UIDD Systems Reviewed:UIDD Systems Reviewed:
IMPACT/ISOINN-Reach
Library RequestRLG/ILLURSAVDX
Wings
UIDD Systems Reviewed:UIDD Systems Reviewed:
IMPACT/ISOINN-ReachINN-Reach
Library RequestLibrary RequestRLG/ILLURSAVDXVDX
Wings
UIDD Systems Reviewed:UIDD Systems Reviewed:
IMPACT/ISOINN-ReachINN-Reach
Library RequestLibrary RequestRLG/ILLURSAVDXVDX
Wings
2003 .....2003 .....
Jan- Sep 2004Jan- Sep 2004HKALL Pilot Study (HKU, CityU, LU)HKALL Pilot Study (HKU, CityU, LU)
Why INNReach?Why INNReach? The only system meets all 5 essential
requirements of JULAC UIDD/ILL Task Force
Developed by the same vendor of INNOPAC full integration with OPAC and Circulation
What We Have Learnt?What We Have Learnt? Net-borrowersNet-borrowers and Net-lendersNet-lenders happened Users borrowed items owned by home libraries whi
ch were on loan Undergraduates were the largest user group Western to CJK items borrowed = 1:2 Borrowed items were clustered in 3 subject areas:
Social Science/Law/ EducationSocial Science/Law/ Education Science/TechnologyScience/Technology Language/LiteratureLanguage/Literature
Loan transactions increased but turnaround time shortened
The AssessmentsThe Assessments
Online SurveyOnline Survey 19 structured questions
on a 5-point scale Open-ended questions
Focus Group MeetingsFocus Group Meetings 9 meetings conducted
with academic staff, library staff and students
Results: Results: Structured QuestionsStructured Questions
HKALL was a source to obtain books which were not available in the home library
80%
The request procedures were simple and easy to be used
80%
It has a good informing e-mail systeme.g. pick-up, overdue, cancellations etc.
76%
Results: Results: Open QuestionsOpen Questions “I would say this scheme has been excellently carried
out. With this scheme, resources in the universities can be better utilised. Most important of all is that we can borrow books we need that are not available in LU.”
“Your new HKALL system is excellent!” “I think this service can be maintained and to be pro
moted to other Universities because it can effectively utilize the services provided by the UGC libraries. Some books is laying idle in 1 library, say HKU library, which is on heavy demand in another library system.”
“A convenient system for academic exchanges.” “Excellent on the whole.”
Results: Results: Open Questions Open Questions (Wishes)(Wishes) 88%88% of respondents wanted more UGC
libraries to participate 82%82% of respondents wanted to increase
the number of renewal 74%74% of respondents wanted the system
to give coming due reminders
Results: Results: Open Questions Open Questions (Complaints)(Complaints) Having two ILL systems namely HKALL
and ILLiad were confusing Loan period was too short, only one
renewal, loan quota was too small Turnaround time was too slow The system could not handle journal
article requests
Results: Results: Focus Group Focus Group MeetingsMeetingsAcademic StaffAcademic Staff HKALL was well integrated with the Web-OPAC HKALL was a convenient from of obtaining books from
other UGC libraries whereas JULAC Card was not
StudentsStudents All students including undergraduates, postgraduates like
the service JULAC card access could not be the same as the service
Library StaffLibrary Staff The service impacted on various sections Worried about not capable of handling large increased of
requests if more libraries joined the service
Sep 2004Sep 2004
Lobbying HKALL to JULAC Lobbying HKALL to JULAC DirectorsDirectors
All non-participating JULAC libraries were impressed!
Decided to apply funding from UGC Funding application was approved in May
2005 A new HKALL was formed in 2005
New HKALL Implementation PlanNew HKALL Implementation PlanMay 2005May 2005 Steering Group with representatives from all 8 JULAC libra
ries Issues of building an union catalog, loading of CJK records,
priority records, loan policies, load balancing and user base were discussed
Meeting schedules, timelines for implementation and training and a soft launch date of the service were also determined
Aug 2005Aug 2005 All records were loaded to the HKALL central catalogue
Oct 2005Oct 2005 New HKALL launched
LogisticsLogistics
Categories of Users ServedCategories of Users Served Staff (Academic, Research & Non-
academic) Postgraduate Students Undergraduate Students Sub-degree Students, e.g. Associate
Degree Students, Certificate Programme Students
Categories of Users ServedCategories of Users Served Staff (Academic, Research & Non-Non-
academicacademic) Postgraduate Students Undergraduate StudentsUndergraduate Students Sub-degree Students, e.g. Associate Sub-degree Students, e.g. Associate
Degree Students, Certificate Degree Students, Certificate Programme StudentsProgramme Students
Operation HighlightsOperation Highlights Circulation Flowchart Glitches Success (opinions from HKU frontline staff)
More students get help which leads to increase job satisfactions
Work relationships among JULAC colleagues are improved
Frequent communications & tight co-operations relieve anxiety
Discussions among MembersHKALL Listserve
Policies, Regulations and ParametersPolicies, Regulations and Parameters HKALL Loan Quotas
Loan quotas for each type of usersCounted against the users’ loan quotas in th
eir home libraries INNReach Request Balancing Table
INNRearch selects supply libraries according to Request Balancing Table settings:higher setting higher setting higher chance to be selectedhigher chance to be selected
Used for adjusting the loading of members
JULAC Access Services CommitteeJULAC Access Services Committee
Coordination of Courier ServiceCoordination of Courier Service Review of Courier Service
Selection and Appointment of New Courier
LogisticsPick-up frequency and time at each
locationPick-up locationsProcedure and workflowContainers and bags
JULAC Access Services CommitteeJULAC Access Services Committee
HKALL Enhancements by ASCHKALL Enhancements by ASC Selected new courier with higher capacity
at lower unit cost Reset HKALL Request Balancing Table for
more even load balancing among members Introduced multiple pick-up locations within
an institution Relaxed HKALL quota for Academic Staff to
20 books
JULAC Access Services CommitteeJULAC Access Services Committee
Courier ServicesCourier Services Youth Outreach Youth Outreach (until 3/06)(until 3/06)
Pick-up Time: Monday to Friday Turnaround time: 1+1 (weekdays), 1+3
(weekends) Loading: 20 kg per institution per day; individual
member to pay for its own extra loading cost
City Courier City Courier (from 4/06)(from 4/06) Pick-up Time: Monday to Saturday Turnaround time: 1+1 (weekdays), 1+2
(weekends) Loading: 18,000 kg per month for all institutions;
extra loading cost shared by all members Serves both main libraries and selected branch
libraries of individual members
ImpactsImpacts
Growth of HKALL DatabaseGrowth of HKALL Database
Sep 2005Sep 20056,443,675 Bib Records8,671,222 Item Records
Oct 2007Oct 20077,823,763 Bib Records9,507,416 Item Records
HKALL Loans Supplied by Host LibrariesHKALL Loans Supplied by Host Libraries
04/05
04/05
04/05
-
5,000
10,000
15,000
20,000
25,000
30,000
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
HKALL Loans Supplied by Host LibrariesHKALL Loans Supplied by Host Libraries
04/05
04/05
04/05
05/06
05/06
05/06
05/06
05/06
05/06
05/06
05/06
-
5,000
10,000
15,000
20,000
25,000
30,000
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
HKALL Loans Supplied by Host LibrariesHKALL Loans Supplied by Host Libraries
04/05
04/05
04/05
05/06
05/06
05/06
05/06
05/06
05/06
05/06
05/06
06/07
06/07
06/07
06/07
06/07
06/07
06/07
06/07
-
5,000
10,000
15,000
20,000
25,000
30,000
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
42.5%42.5%(06/07 vs 05/06)(06/07 vs 05/06)
1128.7%1128.7%(06/07 vs 04/05)(06/07 vs 04/05)
HKALL Loans Supplied by Host LibrariesHKALL Loans Supplied by Host Libraries
JULAC User Registrations at Host LibrariesJULAC User Registrations at Host Libraries
-
500
1,000
1,500
2,000
2,500
3,000
3,500
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
JULAC User Registrations at Host LibrariesJULAC User Registrations at Host Libraries
04/05
-
500
1,000
1,500
2,000
2,500
3,000
3,500
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
04/05
05/06
JULAC User Registrations at Host LibrariesJULAC User Registrations at Host Libraries
-
500
1,000
1,500
2,000
2,500
3,000
3,500
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
04/05
05/06
06/07
13%13%
JULAC User Registrations at Host LibrariesJULAC User Registrations at Host Libraries
JULAC User Access to Host LibrariesJULAC User Access to Host Libraries
JULAC User Access to Host LibrariesJULAC User Access to Host Libraries
04/05
04/05
04/05
04/05
04/05
04/05
-
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
04/05
04/05
04/05
04/05
04/05
04/05
05/06
05/06
05/06
05/06
05/06
05/06
05/06
-
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
JULAC User Access to Host LibrariesJULAC User Access to Host Libraries
04/05
04/05
04/05
04/05
04/05
04/05
05/06
05/06
05/06
05/06
05/06
05/06
05/06
06/07
06/07
06/0706/07
06/07
06/07
06/07
-
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
11.7%11.7%
JULAC User Access to Host LibrariesJULAC User Access to Host Libraries
In-person Loans Supplied by Host LibrariesIn-person Loans Supplied by Host Libraries
-
5,000
10,000
15,000
20,000
25,000
30,000
35,000
City U CUHK HKBU HKIEd HKU HKUST LU Poly U
04/05
In-person Loans Supplied by Host LibrariesIn-person Loans Supplied by Host Libraries
-
5,000
10,000
15,000
20,000
25,000
30,000
35,000
City U CUHK HKBU HKIEd HKU HKUST LU Poly U
04/05
05/06
In-person Loans Supplied by Host LibrariesIn-person Loans Supplied by Host Libraries
-
5,000
10,000
15,000
20,000
25,000
30,000
35,000
City U CUHK HKBU HKIEd HKU HKUST LU Poly U
04/05
05/06
06/07
12%12%
In-person Loans Supplied by Host LibrariesIn-person Loans Supplied by Host Libraries
ILL Book Loans Supplied by Host LibrariesILL Book Loans Supplied by Host Libraries
-
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
04/05
ILL Book Loans Supplied by Host LibrariesILL Book Loans Supplied by Host Libraries
-
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
04/05
05/06
ILL Book Loans Supplied by Host LibrariesILL Book Loans Supplied by Host Libraries
-
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
04/05
05/06
06/07
53.3%53.3%
ILL Book Loans Supplied by Host LibrariesILL Book Loans Supplied by Host Libraries
All Book Loans Supplied by Host LibrariesAll Book Loans Supplied by Host Libraries
-
10,000
20,000
30,000
40,000
50,000
60,000
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
04/05
All Book Loans Supplied by Host LibrariesAll Book Loans Supplied by Host Libraries
-
10,000
20,000
30,000
40,000
50,000
60,000
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
04/05
05/06
All Book Loans Supplied by Host LibrariesAll Book Loans Supplied by Host Libraries
-
10,000
20,000
30,000
40,000
50,000
60,000
CityU CUHK HKBU HKIEd HKU HKUST LU PolyU
06/07
05/06
04/05
72%72%
All Book Loans Supplied by Host LibrariesAll Book Loans Supplied by Host Libraries
Issue of Load BalancingIssue of Load Balancing Some members were heavy suppliers
Lending to Borrowing Lending to Borrowing Ratios were also not even among members Some members were net-lendersnet-lenders
i.e. books supplied > books borrowedbooks supplied > books borrowed Others were net-borrowersnet-borrowers
i.e. books borrowed > books suppliedbooks borrowed > books supplied
Contributions to All Book LoansContributions to All Book Loansby Host Librariesby Host Libraries
CityU
26%
CUHK
11%
HKBU
13%HKIEd
5%
HKU
18%
HKUST
3%
LU
5%
PolyU
19%
Contributions to All Book LoansContributions to All Book Loansby Host Librariesby Host Libraries
Oct 04 – Sep 05Oct 04 – Sep 05
CityU
23%
CUHK
12%
HKBU
13%HKIEd
7%
HKU
17%
HKUST
5%
LU
7%
PolyU
16%
Contributions to All Book LoansContributions to All Book Loansby Host Librariesby Host Libraries
Oct 05 – Sep 06Oct 05 – Sep 06
Borrowing and Lending by Host LibrariesBorrowing and Lending by Host LibrariesOct 05 – Sep 06Oct 05 – Sep 06
-
10,000
20,000
30,000
40,000
50,000
60,000
70,000
City
U B
orro
w
City
U L
end
CU
HK
Borro
w
CU
HK
Lend
HKB
U B
orro
w
HKB
U L
end
HKI
Ed B
orro
w
HKI
Ed L
end
HKU
Bor
row
HKU
Len
d
HKU
ST B
orro
w
HKU
ST L
end
LU B
orro
w
LU L
end
Poly
U B
orro
w
Poly
U L
end
In-person
ILL
HKALL
Borrowing and Lending by Host LibrariesBorrowing and Lending by Host LibrariesOct 05 – Sep 06Oct 05 – Sep 06
-
10,000
20,000
30,000
40,000
50,000
60,000
70,000
City
U B
orro
w
City
U L
end
CU
HK
Borro
w
CU
HK
Lend
HKB
U B
orro
w
HKB
U L
end
HKI
Ed B
orro
w
HKI
Ed L
end
HKU
Bor
row
HKU
Len
d
HKU
ST B
orro
w
HKU
ST L
end
LU B
orro
w
LU L
end
Poly
U B
orro
w
Poly
U L
end
In-person
ILL
HKALL
Borrowing and Lending by Host LibrariesBorrowing and Lending by Host LibrariesOct 05 – Sep 06Oct 05 – Sep 06
-
10,000
20,000
30,000
40,000
50,000
60,000
70,000
City
U B
orro
w
City
U L
end
CU
HK
Borro
w
CU
HK
Lend
HKB
U B
orro
w
HKB
U L
end
HKI
Ed B
orro
w
HKI
Ed L
end
HKU
Bor
row
HKU
Len
d
HKU
ST B
orro
w
HKU
ST L
end
LU B
orro
w
LU L
end
Poly
U B
orro
w
Poly
U L
end
In-person
ILL
HKALL
Borrowing and Lending by Host LibrariesBorrowing and Lending by Host LibrariesOct 05 – Sep 06Oct 05 – Sep 06
Net-lenderNet-lender Net-lenderNet-lender Net-lenderNet-lenderNet-lenderNet-lender Net-lenderNet-lender
HKALL Request Balancing HKALL Request Balancing TableTable
Oct 2005Oct 2005Original Set Up :Original Set Up : CityU 77 HKU & LU 55 All other members 33
Feb 2007Feb 2007Reset by Access Services Committee:Reset by Access Services Committee: All members 11
HKALL HKALL Lending to BorrowingLending to Borrowing Ratio Ratio
0.83
1.25
0.98
1.66
1.25
0.72
1.55
0.54
-
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.60
1.80
2.00
City U CUHK HKBU HKIEd HKU HKUST LU Poly U
HKALL HKALL Lending to BorrowingLending to Borrowing Ratio Ratio
Oct 05 - Jan 07Oct 05 - Jan 07
0.83
1.25
0.98
1.66
1.25
0.72
1.55
0.65
0.87
1.24
1.41
1.76
0.54
0.920.83
1.17
-
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.60
1.80
2.00
City U CUHK HKBU HKIEd HKU HKUST LU Poly U
HKALL HKALL Lending to BorrowingLending to Borrowing Ratio Ratio
Oct 05 - Jan 07Oct 05 - Jan 07
Feb 07 – Sep 07Feb 07 – Sep 07
CityU
23%
CUHK
12%
HKBU
13%HKIEd
7%
HKU
17%
HKUST
5%
LU
7%
PolyU
16%
Contributions to All Book LoansContributions to All Book Loansby Host Librariesby Host Libraries
Oct 05 – Sep 06Oct 05 – Sep 06
CityU
19%
CUHK
13%
HKBU
14%
HKIEd
8%
HKU
17%
HKUST
5%
LU
7%
PolyU
17%
Contributions to All Book LoansContributions to All Book Loansby Host Librariesby Host Libraries
Oct 06 – Sep 07Oct 06 – Sep 07
All Book Loans All Book Loans Lending to BorrowLending to Borrow Ratio Ratio
1.86
0.38
1.59
2.62
0.78
0.29
1.43
1.68
-
0.50
1.00
1.50
2.00
2.50
3.00
City U CUHK HKBU HKIEd HKU HKUST LU Poly U
All Book Loans All Book Loans Lending to BorrowLending to Borrow Ratio Ratio
04/05
1.86
0.38
1.59
2.62
0.78
0.29
1.43
1.68
1.34
0.51
1.42
2.17
0.86
0.62
1.70
1.10
-
0.50
1.00
1.50
2.00
2.50
3.00
City U CUHK HKBU HKIEd HKU HKUST LU Poly U
All Book Loans All Book Loans Lending to BorrowLending to Borrow Ratio Ratio
04/05
05/06
1.86
0.38
1.59
2.62
0.78
0.29
1.43
1.68
1.34
0.51
1.42
2.17
0.86
0.62
1.70
1.101.09
1.60
1.04
0.73
1.30
0.46
1.67
1.56
-
0.50
1.00
1.50
2.00
2.50
3.00
City U CUHK HKBU HKIEd HKU HKUST LU Poly U
All Book Loans All Book Loans Lending to BorrowLending to Borrow Ratio Ratio
06/07
05/06
04/05
ConclusionConclusion
UsersUsers Convenience and EfficiencyConvenience and Efficiency
Request anywhere anytime Delivery and return at home library Delivery around 48 hours
One-stop ServiceOne-stop Service Request launched from home library OPAC with a
few clicks (after authentication) Central catalogue provides holdings of all
members Supply libraries selected by HKALL automatically
Library StaffLibrary Staff Cooperation & Close CommunicationsCooperation & Close Communications
Joint efforts of colleagues of all JULAC members Effective coordination and close communications
through Steering Group, Discussion List and later on Access Services Committee
Unmediated RequestsUnmediated Requests Minimum staff interventions INNReach supports all steps of transactions Staff mainly involved in physical handling of books
JULAC LibrariesJULAC Libraries CollaborationCollaboration
A major collaborative service initiative participated by all 8 JULAC libraries
A single JULAC project with the largest UGC funding CoverageCoverage
Benefits all staff and students of the 8 institutions Balancing of LoadingBalancing of Loading
Size doesn’t matter – contributions of smaller libraries in inter-library lending activities are equally significant
Enables balancing of loading of inter-lending activities
Not just balancing HKALL itself, but also in-person loans and ILL book loans
S.R. RanganathanS.R. RanganathanThe Five Laws of Library Science (1931)The Five Laws of Library Science (1931)
1. Books are for use2. Every book its reader3. Every reader his book4. Save the time of the reader5. The library is a growing organism
Ranganathan, S.R. The five laws of library science. Ed. 2. Bangalore : Sarada Ranganthan Endowment, 1988.
Thank youThank you
Acknowledgement:Acknowledgement:Special thanks to all JULAC ASC Special thanks to all JULAC ASC
MembersMembersfor providing statistical data for this for providing statistical data for this
presentationpresentation
BACK
Print pagingslips
Print pagingslips
• wrong names matching• can’t print details, only
virtual patron numbers are printed
• the whole paging slips can’t be printed
• wrong names matching• can’t print details, only
virtual patron numbers are printed
• the whole paging slips can’t be printed
Send bookSend book
• bags vs. boxes• easily broken boxes• run away boxes• mixed up deliveries• Sat pick-up shorten
turnaround time
• bags vs. boxes• easily broken boxes• run away boxes• mixed up deliveries• Sat pick-up shorten
turnaround time
Print pickup notifications
Print pickup notifications
• HKUL experience: server will shut down when the notifications are sorted by names
• HKUL experience: server will shut down when the notifications are sorted by names
Return to owning libraries
Return to owning libraries
• Claimed returns: HKUL 4
• Claimed returns: HKUL 4
BACK
Print pagingslips
Print pagingslips
• wrong names matching• can’t print details, only
virtual patron numbers are printed
• the whole paging slips can’t be printed
• wrong names matching• can’t print details, only
virtual patron numbers are printed
• the whole paging slips can’t be printed
Send bookSend book
• bags vs. boxes• easily broken boxes• run away boxes• mixed up deliveries• Sat pick-up shorten
turnaround time
• bags vs. boxes• easily broken boxes• run away boxes• mixed up deliveries• Sat pick-up shorten
turnaround time
Print pickup notifications
Print pickup notifications
• HKUL experience: server will shut down when the notifications are sorted by names
• HKUL experience: server will shut down when the notifications are sorted by names
Return to owning libraries
Return to owning libraries
• Claimed returns: HKUL 4
• Claimed returns: HKUL 4