aleph 500 union catalogue overview

ALEPH 500Union Catalogue

OverviewJudy LeviSenior Product AnalystEx Libris [email protected] November 2004

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Union Catalogue Overview

Session Overview

• Union Catalogue Model• OPAC views• Union Catalogue Construction

• Load• Equivalency• Merge

• Union Catalogue and Universal Borrowing

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Union Catalogue Model• A Union Catalogue is the physical union

of multiple individual library catalogs.

• The ALEPH Union Catalogue principles are• the source records can originate from

any library system (ALEPH or non-ALEPH)

• the original source record from each contributing library is retained

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ALEPH Union Catalogue

• Each record has embedded holdings

• Each record contains a link to the source record

• There is real time display of circulation status

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Union Catalogue – OPAC view

Let me show you

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• A separate bibliographic record from each contributing institution

• Records contain local notes and embedded holdings

• Records are displayed as a single record (de-duplicated and merged)

• There is real time access to circulation status, via z39.50 or an ALEPH api

Union Catalogue – OPAC view

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Union Catalogue – OPAC Search

• FIND

• BROWSE

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Union Catalogue – Building

• Each contributing institution sends its new, updated or deleted records to the Union Catalogue.

• The records are loaded to the the Union Catalogue.

• Records are analyzed for equivalency (de-duplication)

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ALEPHUnion Catalogue

Union Catalogue Construction

Contributors

A Import Load /

CatalogueNew/Update/Delete

B Create Equivalence

C Merge “Just in Time”

Equivalence Table (Z120)

IndicesOriginal Records

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Union Catalogue [A] Load

• Records are stored as separate entities in the database.

• When loaded, an identifier to the external source record is added to the record, for simple updating and navigation to the external resource record.

• Indices are created using the standard ALEPH indexing services.

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Union Catalogue [B] Equivalency

• An equivalence record links each bibliographic record to its equivalent records.

• ALEPH uses a sophisticated algorithm that was developed in conjunction with the California Digital Library (Melvyl) to identify duplicate (i.e. equivalent) records.

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Union Catalogue [C] Merge• Result set from FIND is de-duplicated to

contain only one record per group of equivalent records.

• The Browse counter of the number of relevant records counts only one record per group of equivalent records.

• User View uses on-the-fly Merge to present a single record that is built from a group of equivalent records.

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Universal Borrowing

• Universal Borrowing, at its fullest extent, is the ability to request, borrow and return material anywhere in a group of libraries that have banded together as a consortium.

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Universal Borrowing

• It should be possible to fulfill the request as an Interlibrary Loan (i.e. a loan between libraries), or directly to the end-user (Direct Consortial Borrowing).

• Libraries running disparate library software systems must be able to ‘speak’ to each other, through standard protocols (ISO 10160 for ILL, and NCIP for DCB.)

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Universal Borrowing in ALEPH

• Stage I: • Based on a requesting mechanism in

the Union Catalogue.• Handling between ALEPH libraries

only.

• Stage II:• Ability to handle walk-in patrons, with

no need to place a prior request.• Ability to ‘speak’ between ALEPH and

non-ALEPH systems.

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• User logs into the Union Catalogue, stating which is his home library.

• User places title- or volume-level request.

• User inputs requested pickup location.

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• Depending on the pickup location, the Universal Borrowing system identifies the best library for supply.

• The system checks whether a copy is available at the “best library”; if not, the system continues down the list of suppliers.

• The system sends a “create request” message to the owning library; the message contains user data.

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• The owning library fetches material, and sends it to the pickup site (transfer status).

• The pickup site informs user that material is waiting.

• The material is loaned to user at the pickup site; the loan transaction is performed at the owning library.

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• The user can return the material to any library in the consortium.

• The operator at point of return identifies the owning library and performs “return”.

• The material is discharged from user, and becomes “In Transit” status.

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Thank You

aleph 500 union catalogue overview

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