Accessible overviews of key current issues for library technology
Accessible overviews of key current issues for library technology
A new Resource Sharing landscape is emerging with several providers offering new resource sharing solutions
Library Technology Newsletter [December 2023] by Marshall Breeding.
OpenRS separates from Project ReShare
In recent months, a schism has erupted in the open source resource sharing realm. Two open source resource sharing projects that previously resided within a single organization have separated, due not only to the differing functional models of their products, but also because of differences in styles of collaboration.The DCB project stakeholders chose to separate from ReShare and to launch a new initiative now known as the Open Resource Sharing Coalitionopens new tab, or OpenRS. EBSCO, Knowledge Integration, MOBIUS, MCLS, and Marmot each withdrew from Project ReShare and are now aligned with OpenRS. This new organization is developing new resource sharing solutions based on FOLIO technology and designed for unmediated patron borrowing requests and fulfillment.
A new beginning based on ongoing efforts
OpenRS, was launched in 2023 as a new initiative to develop, support, and promote a new open source direct consortial borrowing solution. Though a relatively new project, OpenRS moves forward with a well defined development agenda, backed by two commercial vendors, EBSCO Information Services and Knowledge Integration, with substantial involvement of MOBIUS as its first planned implementor. GALILEO and other consortia participating in the coalition have also announced intentions to implement OpenRS. In addition to direct consortial borrowing, the OpenRS development roadmap also includes controlled digital lending and interlibrary loan integrations, which is supported in its current codebase.
The Open Resource Sharing Coalition (OpenRS)a resource sharing initiative created in partnership with library consortia, open source developers, and vendors. OpenRS is a heterogeneous resource sharing system that is ILS and Discovery agnostic and accommodates the full spectrum of mediated and unmediated resource sharing.
The key developments in a new resource sharing landscape are described below. See also
Ken Chad. Higher Education Library Technology [HELibTech] Briefing Paper No. 8, December 2022.
InterLibrary loan (ILL) is an essential library service. Even the largest, most well-funded library cannot meet, from its own collections, all the resource needs of all its users. However, InterLibrary loan (ILL) and document delivery (DD) workflows and software solutions can be complex with staff intensive workflows. A new generation of library resource sharing solutions is helping libraries transform legacy ILL practices and systems and challenge past assumptions. In the past, key factors limiting efficient ILL/DD were the complex nature and poor interoperability of ILL systems and the resultant staff intensive workflows and costs. As we move into the second quarter of the 21st century, technology has transformed ILL/resource sharing.
New approaches to resource sharing - a reassessment of library collections and a more open research agenda**
Ken Chad and Anna Clements. Video of the presentation at the UKSG Annual Conference. 14 April 2023.
A new generation of library resource sharing solutions is helping libraries transform legacy ILL practices and systems. Solutions such as Project Reshare, RapidILL from Ex Libris and Tipasa from OCLC are helping to build peer-to-peer resource sharing communities such as the N8+, improve the user experience and reduce costs and complexity. They are also challenging assumptions about library collections and the value of big deals, helping to drive forward a more open and equitable research environment.
For many years, ILDS functionality was either not included in library management systems (LMSs) or, in the UK, focussed on placing requests with the British Library's document supply service (BLDSS) rather than managing peer-to-peer ILDS. This has changed in the last few years with LMS suppliers, such as SirsiDynix, OCLC and PTFS-Europe (Koha) adopting the ISO ILL 10160/10161 standard. However the adoption of the ISO protocol for practical peer-to-peer resource sharing in the UK is limited.
The only example application In December 2021) is in Wales, where a consortium of eight higher education libraries (all part of WHELF) with the Ex Libris Alma LMS use the ISO standard to enable both digital and physical sharing and ensure an equitable spread of requests across participating institutions. There are future plans to extend this to the NHS libraries in Wales (which also use Alma). It should be noted that the resource sharing participants all use the same (Alma) LMS and, for practical implementation reasons, the WHELF invitation to extend the network is currently only open to other Alma customers.
RapidILL was developed by inter-library loan staff at Colorado State University and subsequently acquired by Ex Libris. It facilitates quick, reciprocal resource requesting for ‘pods’ of libraries and interfaces with software solutions from a variety of vendors. It is optimised for ‘non-returnables’ (i.e. electronic copies such as journal articles, rather than print resources such as books) and offers the following features:
RapidILL ‘pods’ are groups of libraries (a pod could be all NHS libraries in England) that have agreed to freely share journal article and e-chapters and commit to supplying these within 24 hours. Their holdings are loaded into RapidILL via automatic, monthly OAI-PMH harvesting.
RapidILL provides load balancing to ensure that each library receives as many copies as they supply. When sourcing items, it selects the holding library with the lowest net number of requests.
Once requests are fulfilled, details are transferred to and held within the local LMS/ILDS systems with which RapidILL interfaces. This means that user data is held only temporarily in RapidILL, and requests managed and user data held on local systems. With the Alma LMS and CLIO ILDS system, there is full integration and the transfer of requests is automatic. This level of integration does not yet (July 2021) exist for other systems and manual data transfer is required.
How RapidILL activated a virtuous cycle at Birmingham City University
Kip Darling, Library Supervisor | Inter-Library Loans. 2023
Tipasa is supplied by OCLC and described as ‘an ILL management system for individual libraries to share and obtain materials through different resources and systems as well as to provide an exceptional experience for the library user’. It is designed to manage both ‘returnables’ and ‘non-returnables’.
Tipasa claims to be system agnostic but ( (at July 2021) only integrates with OCLC WMS, Ex Libris Alma and CLIO. It uses a ‘proven sender’ concept, with libraries designated as proven senders where they have demonstrated that they provide good quality documents quickly. Optionally, Tipasa offers Article Exchange, a secure area for article delivery where staff can place requests for users to download .
Tipasa uses the NCIP protocol to integrate with local LMS circulation systems to create temporary records in circulation systems. Unlike RapidILL, Tipasa can also manage requests made to fee-based services such as Reprints Desk. Conversely, libraries which charge for document supply can be excluded.
Tipasa can be implemented as part of the of OCLC WMS LMS or deployed separately. Library holdings are uploaded to WorldCat. OCLC manages the holding upload process as part of the implementation and will do regular, automated uploads for the life of the subscription.
Rotas and load balancing are managed by ‘smart lender strings’. The library selects the locations that go into strings. Tipasa calculates turnaround time so it works out which library can supply fastest and undertakes load balancing so that no library gets more requests than it can handle. Libraries that demonstrate they can achieve a quick turnaround can be included in an ‘express program’ group.
User data is ingested into Tipasa from the LMSs that are integrated with Tipasa by an initial upload as part of the implementation process then managed by batch loads or an online API. Articles (PDFs) can be emailed to users or OCLC’s ‘Article Exchange’ may be used as the delivery mechanism.
Project ReShare is an open-source community driven project ‘creating a new and open approach to library resource sharing systems that sets the standard for how we connect library patrons to the resources and information they require…..designing an open source, highly-scalable platform that supports discovery, fulfilment, and delivery workflows, with a focus on user-centered design’.
Although not formally part of the Folio open source LMS initiative, Project ReShare uses the same core developers IndexData and the Folio technical infrastructure and has much of the same community ethos. Although community-owned and driven, it encourages libraries and commercial organisations to participate meaningfully in advancing its goals. Currently the community of libraries actively engaged with project ReShare is exclusively US-based. ReShare supports consortial, peer-to-peer borrowing between defined resource sharing groups, which can restrict resource sharing amongst themselves. It has a strong focus on interoperability, using standards such as NCIP, Z39.50, ISO10160 and ISO18626. Its current focus is returnables. Non-returnables are on the road map (July 2021) but with no clear date.
Introducing The Open Resource Sharing Coalition (OpenRS)
Partnership Between Libraries, Open Source Developers, and Vendors to Enhance Consortial Resource Sharing. Open Library Foundation, Press Release. August 22, 2023 Open Library Foundation, Press Release
The Open Library Foundation (OLF) is introducing the Open Resource Sharing Coalition (OpenRS), a resource sharing initiative created in partnership with library consortia, open source developers, and vendors. OpenRS is a heterogeneous resource sharing system that is ILS and Discovery agnostic and accommodates the full spectrum of mediated and unmediated resource sharing.
OpenRS acts upon a “consortia first” mentality, striving to provide libraries with the tools needed for robust and extended functionality for resource sharing. The project will focus on developing and implementing software systems, protocols, and best practices that foster collaboration and support various library services, including seamless unmediated intra-consortial borrowing functionality and expanded sharing across multiple consortia. The software will provide a containerized code base configured for ease of deployment, maintenance, and upgrades. Libraries and consortia can choose to host the service locally or with a third party.
Project governance will be centralized in a governing board elected by contributing partners and will also rely on feedback from a wide community of project adopters and investors. The coalition recognizes that the project will only succeed if all stakeholders’ needs – whether libraries, consortia, developers, or vendors – are heard, validated, and addressed. Coalition governance will be based on open source principles and rely on trust, transparency, agility, and a welcoming community.
OpenRS will be an Open Library Foundation (OLF) project which operates with an open, transparent approach, emphasizing the best practices for open source governance and DevSecOps. The OpenRS software is built and maintained by Knowledge Integration, with support from EBSCO Information Services (EBSCO). Additional OpenRS Community members include representatives from the MOBIUS consortium, GALILEO/University System of Georgia (USG), Marmot Library Network, Boston Library Consortium, Colorado Alliance of Research Libraries, and others.
INN-Reach is a resource sharing solution developed by Innovative, part of Clarivate. It unifies multiple libraries into a shared online catalog, offers patron-initiated requests, and provides cost-effective fulfillment of requests.
Innovative, part of Clarivate, announced that a new version of INN-Reach is being rolled out to customers. There are now three INN-Reach Central systems, Maine InfoNet, LINKin in Illinois, and the Long Island LINK system that are now live on the upgraded platform. Upgrades for the Biblioteca de Catalunya in Spain is in the planning stages
Whelf Interlending Scheme** : “In January 2018, WHELF members came together to launch a scheme of free, reciprocal, inter-library borrowing. This was made possible by our shared use of the Ex-Libris Alma Library Management System, which allows us to use core system functionality to lend print and digital resources to each other, free of charge. The scheme has been an amazing success, in 2022 the member libraries saved over £44K in total. As well as the undoubted financial benefit, it has also led to much greater co-operation and knowledge sharing between participating institutions.The scheme proved so successful, that in 2021, with the backing of Ex-Libris and the British Library, we began rolling out membership to non-WHELF institutions (hence the ‘+’ in ‘WHELF+’!). There are now nearly twenty institutions, covering a good geographical spread and a wide range of teaching and research specialities, reaping the benefits of WHELF+ membership; and, with more institutions expressing an interest in joining, and the potential of using new Alma functionality to automate processes further, the scheme has a bright future.”
Current WHELF+ members:
Cardiff Metropolitan University
Harper Adams University
London School of Economics
Natural History Museum
University of Cumbria
University of Leeds
University of Liverpool
University of Salford
University of South Wales
University of Wales Trinity Saint David
University of Westminster
University of Winchester