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NISO Circulation Interchange Protocol

The NISO Circulation Interchange Protocol aims to establish standard transactions for circulation activities among independent library systems. This initiative facilitates direct patron borrowing, remote authentication, online payment, and controlled access to electronic documents. The protocol's development involves understanding current library environments and existing standards, drafting services and messages, and addressing challenges in implementation. As a collaborative effort drawing from practical applications, it highlights the integration of various standards, focusing on simplicity and effective message structuring for enhanced library services.

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NISO Circulation Interchange Protocol

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  1. NISO Circulation Interchange Protocol A Standard in Development ZIG Tutorial January 19, 2000

  2. Topics • The Committee - Charge & Composition • Work to date • Approach • Progress • Future Challenges

  3. Committee Charge - What • Define transactions • needed for circulation activities • among independent library systems. • Facilitate • direct patron borrowing, • remote patron authentication, • on-line payment, and • controlled access to electronic documents.

  4. Step 1- Understand & Plan • Understand today’s environment • Activities in and among libraries • Existing standards environment • Existing solutions • Determine • What a standard protocol can do • How best to achieve it

  5. Step 2- Check the plan • Published a Guidelines document • Proposed Standard, Purpose and Scope • Related Standards • Technical Assumptions and Plans • Work-to-date • Activities Supported • Message State

  6. The Standard and Scope • A repertoire of messages & associated rules of syntax and semantics • Between and among computer-based applications • to effect circulation • to support controlled access to certain electronic resources or other library services • Not to define circulation functions

  7. Supports 4 application areas • Direct consortial borrowing • Circulation/Interlibrary Loan Interaction • Self-service Circulation • Access to Electronic Resources • The standard’s test bed • It must support these, may support others

  8. Standards environment • 3M Standard Interchange Protocol • ISO 8459-4:1997 Bibliographic Data Element Directory: Part 4: Circulation Application • ISO 10160/61 Interlibrary Loan Application Service Definition & Protocol Specification • ANSI/NISO Z39.50-1995 Information Retrieval: Application Service Definition and Protocol (ISO 23950)

  9. 3M Standard Interchange Protocol • De facto standard for self checkout • Extended to support other functions • Allows the committee to build from a base of practical applications • 3M and other vendors experienced with the SIP are active participants

  10. A Goal -- as possible • Use existing definitions and terminology • Permit developers to meld standards into a single application

  11. Technical Assumptions and Design Principles • Keep it simple and within purpose • Confirmed Service -- Pairs of messages • Initiation -- response pairs • Each message carries full context necessary for processing • Requires connection-oriented transport • Simple State Table • governs messaging not circulation

  12. Message Syntax, Transport Protocol and Encoding • Body of library standards specified in ASN.1 • Body of library standards/applications using BER for encoding • Web world appears to be adopting XML for both specification and encoding • Committee will get expert help to make this decision

  13. Step 3 -- Draft a standard • Develop Services and Messages • 3 Services • Query tell me something about • Request please take an action • Notification I have taken an action

  14. Messages • about 5 things (objects) • Users • Items • Transactions • Agencies (Libraries) • Systems (Applications)

  15. Where are we now? • Service Definitions: Query, Request, Notify 2nd draft • Message list for each service 2nd draft • Message Definitions 2nd draft • 4 groups charged with defining data structures and elements • User, Item, Transaction, Agency and System

  16. Next Steps • GOAL -- Draft Standard for Trial Use • Allow for implementations prior to ballot • Steps • Complete and refine message definitions • Seek expert advice on transfer encoding • Develop structure for profile documents that describe use in a particular application • DSFTU - August 2000

  17. Challenges/Questions • When does this committee stop? • After defining messages • After defining a sample profile with encoding mechanism • How to promote and support initial implementations

  18. URL’s • http://www.niso.org/commitat.html • http://www.niso.org/drafts/Z3982v1.html

  19. Questions? pat_stevens@oclc.org

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