The University System of Georgias Union Catalog and Universal Borrowing Plans

1

• The University System of Georgias Union Catalog
  and Universal Borrowing Plans
• Merryll S. Penson
• Executive Director, Library Services
• Board of Regents
• University System of Georgia
• June 18, 2001

2
Background

• 35 institutions
• Two ARL
• Three ASERL
• One law
• One medical
• Largest over 3 million records, 30 thousand
  students
• Smallest 30,000 records, 800 students

3
(No Transcript)
4
Collaborative History

• RACL (library directors)
• Joint borrowing among libraries
• GALILEO Goals and Success

5
One Statewide Library

• Retrospective conversion
• Automation of all library catalogs
• Fax machines for all libraries
• Courier services
• Expectations for turn around times

6
Chronology

• October 1996 White Paper written and proposal
  approved by RACL
• Purchase of System X for 15 libraries who needed
  new systems (libraries using NOTIS, homegrown,
  Data Trek, PALS)

7

• Upgrade for libraries using SIRSI
• Upgrade for libraries using DRA
• Connect all libraries for union catalog and
  universal borrowing through Z39.50

8

• November 1996 6 vendors made presentations on
  concept to committee
• Outcome Z39.50 standards not employed in the
  same way, nor with the same versions for all
  vendors.
• Outcome No commitment to matching releases with
  competitors versions of Z39.50

9

• January 1997 RACL directors approved seeking
  funding for one single automation system
• October 1997 March 1998 RFP developed
• May/June 1998 RFP Evaluated
• June 28, 1998 Contract signed with Endeavor for
  Voyager

10

• Three phases over three years
• Acquisitions, Cataloging, Circulation, ILL, OPAC,
  Media Scheduling, Reports
• Universal Borrowing
• Union Catalog
• University System
• University System Plus other Georgia Libraries

11

• Medical College of Georgia
• first on November 12, 1998
• Kennesaw State University last on
• May 18, 2001
• Other Georgia libraries
• Georgia Department of Archives and History
• Others likely to participate

12
Governance and Communication

• GIL Steering Committee
• Functional Subcommittees (Circ, Cat, etc.)
• Task Forces (Reports, UB Policies, etc.)
• Lists (general, functional, etc.)
• Annual User Group Meeting
• Http//gil.usg.edu

13
Organization

• Four Service Sites
• University of Georgia - serves libraries
• Georgia State - serves libraries
• Georgia Tech (stand alone)
• Medical College of Georgia (stand alone)
• Union Catalog located at Georgia State

14
(No Transcript)
15
Goal of UC and UB

• More effective resource sharing
• One Statewide Library
• Eliminate barriers between haves and have-nots
• Build an infrastructure to support distance
  education
• Coordinated collection development
• Take advantage of unique holdings
• Eliminate barriers with existing joint borrowers
  card program
• Allow ILL to use limited resources to locate more
  difficult materials
• Greater return on investment in print collections

16
Universal Catalog Functionality

• Same as WebVoyage for searching
• One bibliographic record is displayed with list
  of holding institutions
• Bibliographic hierarchy established to determine
  which record displays
• Duplicate detection
• Call number searching (may not be exact)
• Institution name is hot linked to holdings
  information

17

• Holdings/status information is dynamic
• Redirect button from local catalog to UC when no
  hits are found
• Voyager jobs for import/export and pre-bulk
  processing
• Authority Control
• MESH
• LC

18

• Expect patrons to
• log in to UB via the UC
• see patron information in the UC
• initiate UB requests via UC
• UC can serve as back up catalog

19
Other databases and Z39.50

• Can search other Voyager Libraries using
  Simultaneous Search
• Profile libraries as follows
• Academic Libraries in Georgia
• Geographical groups
• Individual libraries
• Public libraries in Georgia
• PINES(28 library systems)
• Others
• Technical Colleges in Georgia
• Others (ex Auburn, Science Direct)

20
Universal Borrowing

• Policy issues
• Circulation period
• Fines
• Number of items
• Blocks
• Home institution is responsible for patron

21
Immediate Expectations for UB

• Unmediated
• Patron can borrow book in person
• Patron can request book from library
• Patron can request book from remote location
• Random selection when title is owned by multiple
  libraries
• Patron can return book to any location
• Patron can see status of all materials checked
  out
• Patron data remains at home institution

22

• Library can be assured of patrons status
• Library can know if item is in transit
• Enables library to retrieve and route materials
  efficiently
• Accommodates different student IDs and barcodes
• Permits local policies
• Consortial reports

23
Implementation Schedule

• June 2001 Complete beta process
• June 2001 August 2001 Training
• August 2001 UC for Library Staff only
• August 2001-December 2001 Training/Practice for
  Staff
• July 2001 December 2001 Name for UC and UB
  selected
• January 2002 UC/UB Premier for Patrons

24
Future Expectations for UB

• Integrate with ILL
• Working with Courier (UPS) to develop integrated
  tracking procedures
• Interface with PINES
• Commitment from Endeavor to work with USG
• Commitment from SIRSI to work with USG
• Policy issues will likely be more difficult than
  technical ones
• Other libraries have expressed interest within
  and outside of Georgia
• More UB product enhancements

25
Universal Borrowing

• Request Demonstration prepared by
• Danny T. Bridges
• Assistant Head, Access Services
• University of Georgia Libraries
• dbridges_at_libris.libs.uga.edu
• 706.542.3256
• 706.542.4144 FAX

26
(No Transcript)
27
(No Transcript)
28
(No Transcript)
29
(No Transcript)
30
(No Transcript)
31
(No Transcript)
32
(No Transcript)
33
(No Transcript)
34
(No Transcript)
35
(No Transcript)
36
(No Transcript)
37
(No Transcript)
38
(No Transcript)
39
(No Transcript)
40
Patrons viewing UB Requests

• Patrons can view all information on their UB
  requests through Your Account Information.

41
(No Transcript)
42
(No Transcript)
43
(No Transcript)
44
(No Transcript)
45
(No Transcript)
46
(No Transcript)
47
(No Transcript)
48
Contacts

• Claire Colombo, Head, Access Services, University
  of Georgia Libraries
• Ccolombo_at_libris.libs.uga.edu
• Phil Williams, Director, Virtual Library
  Support,OIIT, BOR, University System of Georgia
• phil_williams_at_oit.peachnet.edu
• Merryll S. Penson, Executive Director, Library
  Services, BOR, University System of Georgia
• merryll_penson_at_oit.peachnet.edu

49
One Statewide Library

• Information for All Georgia Citizens
• I think were doing a great job in the
  library arena with GALILEO and our integrated
  library system. We are providing for one person
  to be able to check on the availability of
  materials in any regents or public libraries.
• Randall Thursby, University System CIO
• May 23, 2001

50
Thank you for listening.

• QUESTIONS??????