Using institutional and library
identifiers to ensure access to
electronic resources
Don Hamparian, OCLC
Helen Henderson, Ringgold
John Shaw, Sage Publications
NASIG 23rd Annual Conference
“Taking the Sting Out of Serials”
June 8, 2008
Identifiers
• Library Identifiers/Codes
– ISIL
– OCLC Symbol
– MARC Org Code
• Institution Identifiers/Codes
–
–
–
–
SAN
GLN
D&B
CEIHE
California Postsecondary Education
Commission - identifiers
• ATP Code
• Carnegie Classification
Code
• CCC College ID
• CDS Code
• CEEB Code
• College Board Code
• COSAR Code
• CPEC Code
• Dunn & Bradstreet
Number
•
•
•
•
•
•
•
•
Federal Unit ID (IPEDS)
FICE Code
Institution Code
OPE ID
Record ID
School Code
Segment Code
System Code
The Journal Supply Chain
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
Library inputs purchase order title-related information into local ILS
ILS order is sent to subscription agent
Agent enters data into its management system
Agent sends invoice to library
Agent sends confirming order to publisher (or publisher’s distributor)
Publisher (or distributor) checks order and price
Queries sent back to agent or forwarded to publisher
Agent corrects price or answers query
Publisher (or distributor) inputs data to fulfilment system and creates or updates
the account
Publisher waits for payment from agent
Publisher receives payment
Publisher attributes payment to appropriate account
Publisher sends file of authorized accounts to hosting service
Hosting service sets up access file for authorized account and title
Library activates account or title for appropriate publisher.
Problems
•
•
•
•
•
•
•
•
Name changes
Agent changes
Publisher changes
Hosting platform changes
Price changes
Bundle changes
License changes
Authentication changes
WorldCat Registry
• Unique Identifier (WorldCat ID and secure HashID)
• Name (English and/or Native Language)
• Other standard identifiers e.g. ISIL, OCLC Symbol, SAN,
NCES ..
• Electronic and Physical Location
• IP Address (secured for authorized retrieval)
• Library Services e.g. catalog url, virtual reference
• Deep links
• Relationships
• Contacts
• Search and retrieval Web Services
WorldCat Registry
• A global directory of libraries, their locations, contacts,
and the services they provide – 93,000 records
• Free for all libraries to maintain and share with
partners
• Pre-populated with data we
already have, augmented by
libraries and partners
• Centralized data essential for
delivering content and services
more efficiently on the Web
WorldCat Registry
Usage
How Libraries Use the Registry
• Register OpenURL Resolvers
• Register IP Addresses for authentication
• Share their complete profile with selected
organizations
How OCLC Uses the Registry
• OCLC uses it to configure WorldCat Local
• OPAC ‘Deep’ Links for WorldCat.org fulfillment
options
Registry Example:
Georgia Institute of
Technology
(http://www.worldcat.o
rg/registry/Institutions
/5090)
WorldCat Registry Usage
• How vendors use Registry data
– OpenURL Gateway service
– Read-only Registry Profile for customer data
verification
Ringgold’s Identify database
& services
•
•
•
•
•
•
•
•
•
•
Institutional ID
Name in local language
Anglicized name
Location
Classification
Size
URL
Related institutions
Consortia membership
www.openidentify.com
Identify & WorldCat Registry
Potential Intersections
• Study whether we can map WorldCat Identifiers to
Identify Institution Identifiers
• Link for publishers from institutions, their libraries and
contacts
• Link for libraries to publishers, their contacts and titles
How publishers use Identify
•
•
•
•
•
•
Uniquely identifies institutions and their components
Groups publishers’ subscribers
Facilitates production of holdings lists
Defines consortia tiers
Facilitates de-duplication and data cleansing
Assists in integration of customer databases such as
Fulfillment System and Online Platforms
• Increases efficiency of transitions between
participating publishers
How publishers use Identify
• So what does this mean?
– Accuracy
– Consistency
– Clarity
– Process
– Ease
• And that adds up to:
– Better service
– Better access
– Better reporting
– Improved sales and potential pricing
How intermediaries use Identify
• Agents can pass library information to
publishers as single identifier
• Hosting services can offer all institution
accounts for activation
Existing standards & guidelines
• ICEDIS
– Exchange of data between publishers and agents
• ONIX
– Products & Subscriptions
– Online Holdings
– Release notification
• Linking ISSN
New standards & guidelines
•
•
•
•
Project TRANSFER
KBART
I2
CORE
How these standards
will help ease the pain
• Agent & publisher agree price
• Publisher identifies customer immediately &
correctly
• Publisher knows consortium membership &
entitlements
• Publisher transfers correct entitlements to
hosting service
• Publishers & libraries have the same
information on holdings
Questions & Comments
Email
[email protected]
[email protected]
[email protected]