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Developing Guidelines for the Bath Profile

Developing Guidelines for the Bath Profile. John Gilby & Fraser Nicolaides M25 Link Team. M25 Link Background. M25 Consortium established in 1993 Membership originally within London’s M25 orbital motorway Now covers larger region Activities include:- access & borrowing

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Developing Guidelines for the Bath Profile

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  1. Developing Guidelinesfor the Bath Profile John Gilby & Fraser Nicolaides M25 Link Team

  2. M25 Link Background • M25 Consortium established in 1993 • Membership originally within London’s M25 orbital motorway • Now covers larger region • Activities include:- • access & borrowing • Mutual support/collaboration • staff development • etc. • Consortium identified a need for easier resource discovery

  3. From a project… • M25 Link began in 1998 to create clump of 6 London HE libraries • Funded by JISC as part of eLib Phase 3 Programme • Investigating holdings issues, serials and interoperability • Showed that the clump was feasible • Evaluation of user issues

  4. …to a service • Part funding to “finish the job” • InforM25 • Go live in November 2001 • Promotion • Maintain service and provide cascade training • Continue with technical issues • All with average of 2 FTE

  5. Catalogues on InforM25 • 29 Z-servers representing 31 institutions • 8 to be added when available • Multi-vendor (7) • Range of institutions • from large old & new universities • to smaller specialist colleges • over 120 site libraries • over 20% of UK HE provision

  6. From blueprints…… • Blueprints • to help systems librarians • to get some standardisation • same attribute settings (not Bath) • Z39.50 workshops

  7. ……to Bath • Bath Guidelines • Bath Profile Concertation Day, London 1999 • Funded by the UK Joint Information Systems Committee (JISC) • Constituted a M25 Link Project deliverable

  8. Scope of Guidelines

  9. Content of Guidelines • A series of system-specific documents, describing: • level of current potential compliance; • opportunities for effecting local modifications; • possible future developments.

  10. Areas covered by the survey • Functional Area A: Basic bibliographic search & retrieval • Search types; Record syntaxes • Functional Area B: Bibliographic holdings search & retrieval • Holdings Schema and associated objects • Not Functional Area C: Cross-domain search & retrieval

  11. Methodology • Direct consultation with vendors • Advantages: • Information on current potential capabilities; • Information on projected developments. • Disadvantages: • No information offered; • Hard facts from the fiction department...

  12. Results of survey • Variability of Bib-1 support • Historical lack of a core profile • Talis’s use of MODELS

  13. Unsupported search types…and available indexes • Three commonly problematic search types: • Normalized author (Structure attribute 101 Name (normalized)) • Standard Identifier (alternative support for ISBN and ISSN Use attributes) • Date of publication (restriction of Relation attribute to 3 Equal) • Index availability or creation

  14. Default behaviours • Replacement of submitted attribute(s) with Z-server default(s). • A now redundant pragmatism?

  15. Support for preferred syntaxes

  16. Holdings Schema • Commitment to achieving compliance at Level 0 of Area B. • The easier migration path from the OPAC syntax to the Level 1 Holdings Schema, etc.

  17. Statements of commitment Strategy 1: Attaining full(er) compliance Strategy 2: Conditional, partial adoption Ex Libris (Aleph), Talis

  18. ‘Push’ and ‘Pull’ factors • ‘Push’ - customer demand: • Horizon customers; • An extremely influential Voyager customer; • Texas State and Unicorn. • ‘Pull’ - vendors’ Z-client gateway products: Ex Libris : MetaLib SIRSI : iLink/iBistro Endeavor : ENCompass Talis : UnityWeb

  19. Conclusion • Ongoing activities to enhance levels of conformance. • Perceived stability of the Bath Profile. • Demands from vendors’ customer organisations.

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