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CALIS Online Union Cataloging System ---- Service Models

CALIS Online Union Cataloging System ---- Service Models. Wang Yan CALIS Administrative Center Aug. 28, 2006. CALIS. “Project 211” Facing 21 st century 100 Universities and some key disciplines . Three Public Service Systems China Education and Research Net （ CERNET ）

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CALIS Online Union Cataloging System ---- Service Models

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  1. CALIS Online Union Cataloging System---- Service Models Wang Yan CALIS Administrative Center Aug. 28, 2006

  2. CALIS • “Project 211” • Facing 21st century • 100 Universities and some key disciplines. • Three Public Service Systems • China Education and Research Net（CERNET） • China Academic Libraries & Information System（CALIS） • Large Instrument and Equipment Sharing System

  3. CALIS Projects • 3 types, 32 sub-projects. type1: Resources and the integrated systems • Databases establishment and related application systems development type2: Service systems • Constructing Core member libraries to carry out CALIS services type3: Technical support • CALIS application systems establishment

  4. CALIS Resources andDisclosing Uniform search platform system：federated search and cross-databases search Toc of Journal Union Catalog Navigation databases Imported resources Special collections Thesis databases teaching reference Imported databases Holdings of member libraries Online free resources

  5. The operation of CALIS Union Catalog Center

  6. The products of CALIS Union Catalog Center • Online union cataloging system • General cataloging client • Cataloging client for Chinese ancient books • Authority cataloging client（developing……） • Servers for Online Cataloging • Management client • OPAC • Z39.50 Control component (C version)

  7. Chinese databases Western databases Japanese databases Russian databases Databases of Chinese ancient books System Structure CALIS clients catalogers Control component Z39.50 servers Z LAS clients Management clients administrators readers OPAC Control component Z39.50 servers catalogers CALIS clients Z

  8. Service systems • Three fundamental systems • Resource Sharing platform － C/S for online union cataloging system • Service platform － B/S for searching catalog and resource navigating system (OPAC） • Management platform － B/S for administrators statistics reports…

  9. Services • Cataloger • online cataloging service • Library • bibliographic data updating in library automatic system (LAS) • Reader • OPAC services • Administrator • Management services • A nationwide three-tiered service structure

  10. Online cataloging service • To upload/download bibliographic data • To modify data • To upload holdings • Languages: Chinese/ western languages/ Japanese/ Russian • Material types: Chinese books, Chinese periodicals, western books, western periodicals, Chinese ancient books • The Authority database is establishing.

  11. Fare policy • Principle：To pay for records libraries contributed and to charge for records libraries downloaded. • No pay for Holdings data at present, only for bibliographic data (full records) • No charge for searching and downloading simple records, but full records

  12. Search title “Dream of the Red Chamber”. Don’t need to pay fees to browse simple records

  13. Need to pay fees to download full records.

  14. Three kinds of workflow for catalogers • Only using local library automatic system (LAS) • Mainly using CALIS Online Cataloging Client • Side-by-side using local library automatic system (LAS) and CALIS Online Cataloging Client

  15. The first kind of work flow • Only using local library automatic system（LAS） • The key is the local system integrated with CALIS Online Cataloging control component. The work flow doesn’t implement untill CALIS Online Cataloging plug-in is embedded in the local library automatic system. • Origin: The data ought to be uploaded on principle of CALIS and its uploading work flow by memberlibraries. • Advantage: The catalogers only use one client. • Shortage: Local Programs must be changed by vendors according to the need of CALIS. • The mode is used widely by most member libraries.

  16. Cooperation with venders • To carry out the first work flow and provide convenience to catalogers, it is need to cooperate with LAS venders. • The following LAS systems have integrated with CALIS plug-in by now. • Libsys2.0（汇文） • HORIZON • Aleph 500 • ILAS • Cooperation • Sirsi (operated to develop a Control component of JAVA version)

  17. The second kind of work flow • Mainly using CALIS Online Cataloging Client • Some libraries without fulfilled Z39.50 function integrated in local library automatic system maybe adopt this kind of mode. The data only being uploaded and downloaded by the CALIS Online Cataloging Client from union cataloging databases can be saved as an ISO 2709 file, and then transferred to local library databases. • Advantage: It is not easy to make mistake. • Shortage: The course is slow with more processes. The data can not be real time searched in the local system. • Apparently a few libraries use this kind of work flow.

  18. The third kind of work flow • Side-by-side using local library automatic system and CALIS Online Cataloging Client • The data is searched from CALIS databases and local library database by CALIS clients. • Advantage: Data can be real time searched in local library system with few faults. • Shortage: The catalogers must be with high vocational level to use two clients. • A few libraries, especially contributing data, use this kind of work flow, such as Peking University, TsingHua University, Wuhan University, East China Normal University etc…

  19. Services • Cataloger • online cataloging service • Library • bibliographic data updating in library automatic system (LAS) • Reader • OPAC services • Administrator • Management services • A nationwide three-tiered service structure

  20. Libraries –bibliographic data updating in library automatic system (LAS) • The CALIS databases are real time updating. • How to keep the data updating in step with CALIS databases after it enters into the local system? • MARC field 099: CALIS control number

  21. Services • Cataloger • online cataloging service • Library • bibliographic data updating in library automatic system (LAS) • Reader • OPAC services • Administrator • Management services • A nationwide three-tiered service structure

  22. OPAC • For reader • basic function across multiple databases • linking with relative resources in databases • connection with imported resources(e-Books of the Chinese books provided by Peking University Founder Co.) • Planning to supply the Chinese journal table contents • Users can raise requirements for ILL to their library directly across integrating CALIS ILL system.

  23. OPAC • For catalogers and librarians who is charged with ILL • Authorized users can download data in ISO 2709. It is convenience for small libraries and libraries without smoothly internet. • Dealing with users’ requirements of ILL (usually for no digital data) • New edition of OPAC is the basic to establish the regional centers union catalog.

  24. OPAC • For holding services • Status quo • Marc field 920 can give the brief information of location code, ways of ILL, etc. • without circulating information in each library • Solutions • CALIS provides interface requirement • By cooperation with LAS venders, connection from CALIS OPAC to local automatic OPAC is fulfilled to show the real time holding information. • At present, 汇文system has fulfilled the portal.

  25. Linking to ILL system

  26. Services • Cataloger • online cataloging service • Library • bibliographic data updating in library automatic system (LAS) • Reader • OPAC services • Administrator • Management services • A nationwide three-tiered service structure

  27. Management services • Providing management tools for union catalog project • Data statistic and reports • Member libraries and quality control supervisors management • Charge statistic • Synchronizing databases of regional center users • Integrating some management tools • Duplicating and merging tool • Global Updating tool

  28. Management client（图）

  29. Services • Cataloger • online cataloging service • Library • bibliographic data updating in library automatic system (LAS) • Reader • OPAC services • Administrator • Management services • A nationwide three-tiered service structure

  30. A nationwide three-tiered structure of CALIS • A three-tiered structure • National information centers • Regional information centers • Provincial information centers • Functions • Enhancing the function of three-tiered service network • Improving the ILL services within the region and reducing the pressure on CALIS for overloading with increasing member libraries • Widening the influence of CALIS to admit more member libraries

  31. Operation model

  32. Regional information centers • Regional information centers • 7 Regional Information Centers have established the union catalog and Z Server • The South-east China——Shanghai Jiaotong University Library • The North-east China——Nanjing University Library • The Central China ——Wuhan University Library • The South China ——Sun Yat-sen University Library • The Southwest China——Sichuan University Library • The Northwest China——Xi’an Jiaotong University Library • The Northeast China——Jilin University Library

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