InnReach Project in Hong Kong

1. InnReach ProjectinHong Kong David Palmer Hong Kong University Libraries University of Hong Kong Eva Wong Run Run Shaw Library City UniversityofHong Kong HKIUG – Dec03

2. Background In May 2002, representatives of the 8 JULAC libraries met for the first time under the name: User Initiated Document Delivery (UIDD) Taskforce • Impetuses • Initial Criteria • Demonstrations • Recommendation to JULAC HKIUG – Dec03

3. Sutherland Report - Libraries through cooperation can provide good access for all students and teachers to monographs - To compete internationally, we have to find new ways of working together more effectively Putting 8 JULAC libraries resources together - Rank 11th in North America in total volume count (over 8M) - No single library can supportthe research, educational, and teaching needs of students and staff on its own - May reduce costs by purchasingless duplicate materials A single UIDD system of JULAC library collections - Give our students first class library support - Dramatically improve users’ access to the materials they need Impetus for Taskforce Establishment HKIUG – Dec03

4. Criteria for Choosing a System The Chosen System: • must accept user initiated online ILL request • must support unmediated ILL requests directly from users to lending libraries • must support monograph loans • must check incoming ILL requests automatically against own collection, and block request if requested items are in own collection • must support CJK characters HKIUG – Dec03

5. Process and Results • IMPACT/ISO • RLG/ILL • Wings • Clio • ILLiad Systems assessed: • INN-Reach • Library.Request • URSA • VDX Shortlisted – 4, Demo – 3 HKIUG – Dec03

6. Demonstrations • December 2002 • Three systems: • TLC for Library.Request • Epixtech for iRequest • Innovative for InnReach • Expanded assessment criteria • Essential requirements • Cost implications • Additional functions and features Recommendation to JULAC: InnReach HKIUG – Dec03

7. Why InnReach? • Satisfies all of the essential requirements;only one that has a proven record in handling CJK • Has most of the special features enquired about except for the delivery of periodical articles • Very positive comments from InnReach sites contacted • Reference sites for the other products are “few and far between” • Union catalogue – old but reliable and has a proven track record • Could not recommend a product that required “nurturing to maturity” Major drawback of InnReach – expensive! HKIUG – Dec03

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11. Schedule Phase I, 3 libraries, HKU, LU, CityU ~ 31 Oct 04 May 2003 – Directors of 3 Libraries agreed to go ahead June 2003 – Working group met for the first time July 2003 – InnReach Orientation August 2003 – Delivery and set up of hardware (SunFire 280R – 2 CPUs, 2gb RAM) Aug 2003 – Systems Worksheets – first agreements Sep/Oct 2003 – TestPac, problem solving together Oct 2003 – Circulation briefing Nov 2003 – complete loading of union catalogue Nov 2003 – Circulation worksheets – more agreements Dec 2003 – Circulation training Early 2004 – Phase I, Live Pilot Phase II, up to 5 more JULAC libraries, ~ Jun 05 HKIUG – Dec03

12. Agreements • Systems Worksheets • Govern the loading of the union catalogue • Unified system parameters • Central_Load_Profile & Local_Load_Profile • Circulation Worksheets • For materials circulation and patrons privileges • Unified patron types and loan rules • Central_Circ & Local_Circ HKIUG – Dec03

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17. Problems  Solutions Merging of Records • Standard algorithm - tag 001 and ISBN • CityU, HKU & LU - different data in tag 001 • First load of Testpac - 2% merge rate • Alternate algorithm - a 67 character string from tag 245, 260 and 300. • Second load of Testpac - 4% merge rate • Complete load of union catalogue - 12% merge rate • Other InnReach databases – 40% merge rate Chinese • First InnReach database - large number of Chinese records • Merging done on Roman tags only HKIUG – Dec03

18. Problems  Solutions Cont’d 856 Links & Internet Resources • E-resources not available via InnReach • Agreed that e-resources will be displayed but without URLs. Courier Service • 48 hours turnaround time max • fast yet economical outfit HKIUG – Dec03

19. Name of Our System Hong Kong Academic Library Link (HKALL) 香港高校圖書聯網 (港書網) http://innreach.hku.hk HKIUG – Dec03

20. Pilot – Phase I • Over 3M volumes available to our users • Measure how successful the pilot is • Entice the other JULAC libraries to join us for next phase HKIUG – Dec03

21. Working Together • 3 is a good number to start • Understanding and willingness to compromise • Quick response and feedback • Ownership of project by everyone involved – we all want this to succeed • Great people to work with! HKIUG – Dec03

22. What next? Statistics to measure success • Increase in traffic (ILL and non-ILL patrons) • Decrease in ILL traffic • Pickup rate • Turnaround time compared to ILL • Costs compared to ILL costs • Increase/Decrease in library staff workload Can InnReach help us lower our costs? Can we use the cost-saving argument to apply for central funding of a full project? Can the experience of InnReach be a model for other JULAC collaborative projects ? HKIUG – Dec03

23. Thank You Eva Wong Run Run Shaw Library City UniversityofHong Kong David Palmer Hong Kong University Libraries University of Hong Kong HKIUG – Dec03