resource sharing in a cloud computing age
TRANSCRIPT
Resource sharing in a cloud computing ageMatt Goldner
OCLC, Inc., Dublin, Ohio, USA
Katie BirchOCLC (UK) Ltd, Sheffield, UK
AbstractPurpose – The purpose of this paper is to provide an overview of the historical development of interlibrary loan, identify key milestones such as thecodification of ILL practices and development of new technologies to facilitate those practices, and assess the impact that changes in technology andpublishing are having upon resource sharing in the digital age.Design/methodology/approach – The authors conduct an extensive historical review of global developments in resource sharing and then conduct aPEST analysis of societal factors affecting present day resource sharing.Findings – Resource sharing continues to grow but there is a need to work together to find solutions to problems of distributed knowledge bases,incompatible systems, and electronic formats which often prohibit sharing of materials between libraries. Librarians must work with publishers,politicians, and systems developers to ensure that there is the same or equivalent rights to electronic materials as there is to print publications and thatresource sharing systems can support new models of sharing and acquiring materials in multiple formats.Originality/value – This paper provides a global perspective on the challenges of library resource sharing in the digital age.
Keywords Interlibrary loan, Interlending, Resource sharing, Cloud computing, Electronic document delivery, Change management
Paper type Viewpoint
As we look at the history of interlibrary loans (ILL) aroundthe world, it is apparent we are in a time of great challenges
and opportunities. What started originally as a serviceenvisioned for use by a few privileged scholars and referencelibrarians has become ubiquitous, with tens of millions oftransactions annually[1]. To assess challenges and possiblesolutions, it is worth taking a look at the history and growth of
interlibrary loan services and the current shift in theinformation landscape, particularly the impact of librarycollections moving from physical to electronic. While we canlearn from the past, we also must recognise that libraries, andresource sharing librarians, need to embrace these challenges
in order to make ourselves a vital part of today’s informationeconomy.
A really brief history of interlibrary loan
In 2007 Teresa Miguel wrote a useful history of interlibraryloan, specifically from an international perspective. She makes
reference to possibly the first known instance of interlibraryloan, in eighth-century Germany between St Kilian’sMonastery and Fulda Monastery. There is alsodocumentation of book exchanges between Cordoba, Spain,and Baghdad when Spain was part of the Moorish kingdom,
ending in the thirteenth century with the Christian reconquestof Spain. One of the most interesting citings is the effort ofNicolas Claude Fabri de Peiresc to establish a loan program inthe seventeenth century between the Royal Library of Paris
and the Vatican and Barberini libraries in Rome. It is
interesting because it failed – not for a lack of effort by
librarians, but rather because of a political ban of the French
government on the transport of manuscripts (Miguel, 2007).
It would be more than 200 years after Peiresc before the first
real proposals for organised lending between libraries were to
be set forth.One of the first such proposals was Jewett’s (1851) “A plan
for stereotyping catalogues by separate titles, and for forming
a general stereotyped catalogue of the public libraries in the
United States”. As librarian of the Smithsonian Institution, he
advocated for a printed union catalogue for the USA with oneof the benefits being that “[. . .] every student in this country
would be able to learn the full extent of his resources for
investigation [. . .] [and] [. . .] A system of exchange and of
loans might, with certain stringent conditions, be established
[. . .]” (Jewett, 1851). This was followed in 1876 by a letter
from Samuel Green, the library director of the Worcester
(Massachusetts) Public Library to Library Journal in which he
advocated for lending between public libraries in the USA(Green, 1876).
However, it was the twentieth century that saw interlibrary
loan become a regular service of libraries with agreements for
regulation and responsibility, as well as the growth of
The current issue and full text archive of this journal is available at
www.emeraldinsight.com/0264-1615.htm
Interlending & Document Supply
40/1 (2012) 4–11
Emerald Group Publishing Limited [ISSN 0264-1615]
[DOI 10.1108/02641611211214224]
Received 19 December 2011Accepted 21 December 2011
q 2012 OCLC Online Computer Library Center Inc.
Published with the kind permission of IFLA, www.ifla.org/
This paper was originally presented at the IFLA 12thInterlending & Document Supply Conference held inChicago, IL, 19-21 September 2011. The authors wishto acknowledge Tam Dalrymple, Senior InformationServices Specialist at the OCLC Library, for herresearch assistance.
4
document supply centres and loan networks. Table I shows
some of the major events worldwide in this movement.Many countries already had a history of ILL so these events
are meant to show the codification, creation of delivery supply
centres, formal networking, and propagation of ILL workflow
tools.Perusing Table I it is interesting to see how the movement
has progressed from the need to simply reach agreement on
what ILL is and how to do it, to the construction of ILLlending networks, and then on to a focus on workflow
efficiencies. Of course, it can be argued the networks were
about workflow efficiencies, but the real workflow change for
networks came when computer-driven processes replacedpaper and mail. This was the precursor to the internet age
that would impact so much of what libraries do.
The shift of library collections from physical toelectronic
The sharing of collections between libraries grew to become a
standard part of delivering information to their constituencies
in the twentieth century. Innovation by individuals,
cooperatives and companies made interlibrary loan more
attainable to even the smallest libraries[2], and workflow
efficiencies allowed for an enormous increase in the volume of
materials being loaned. All of this growth was based on the
physical collections of libraries. Then the 1990s saw the
revolution into the internet age which had a dramatic impact
across all library services.One upside for libraries was that introduction of the web
made it possible to discover resources much more easily.
Table I Twentieth century events and regulations impacting worldwide interlibrary loan
1916 Britain National Lending Library for Science and Technology begins as part of the British Library (British Library Board,
n.d.)
Supply centre
1919 USA American Library Association (ALA) adopts its first resource sharing code (OCLC, 2008, Appendix F) Codification
1929 IFLA First IFLA World Congress in Italy; among 15 resolutions, no. 10 was “That international loan between libraries
should be effected without intermediary and on a basis of reciprocity, whereby the conditions attached should be
standardised as much as possible.“ (de Vries, 1976, p. 24)
Codification
1935 IFLA Rules of International Library Loans adopted (de Vries, 1976, p. 67) Codification
1937 IFLA Sub-committee on International Loans establisheda Codification
1939 France CNRS founded to perform document delivery of scientific findings (INIST, n.d.) Supply centre
1952 USA ALA revises interlibrary loan code, adopting standardised interlibrary loan form (OCLC, 2008) Codification
1965 CANADA CISTI – the first automated edition of the Union List of Scientific Serials in Canadian Libraries (NRC, 2010) Supply centre
1975 IFLA IFLA International Lending Office created (Line, 1976) Codification
1979 USA OCLC ILL System introduced (Smith, 1998) Network
1983 The Netherlands Pica-systems becomes operational with an online Dutch union catalogue with interlibrary loan subsystem
(Bossers and van Muyen, 1984)
Network
1985 Britain BL Document Supply Centre, formerly the National Lending Library for Science and Technology (British Library
Board, n.d.)
Supply centre
1986 Canada AVISO ILL client developed at University of Waterloo, Canada (Wright, 1995) Workflow
1988 France CNRS merges to become INIST (INIST, n.d.) Supply centre
1990 Australia National Library of Australia launches networked ILL service for Australian libraries (NLA, n.d.) Network
1991 Global ISO ILL Protocol adopted (Jackson, 2001) Codification
1991 USA Innovative Interfaces develops INN-Reach system (Library Technology Guides, n.d.) Workflow
1993 South Africa SABINET launches networked ILL service for South Africab Network
1994 Germany SUBITO, a German document delivery service, is launched (Mueller, 2006) Network
1995 Global The IPIG forms to identify ways in which the Protocol can be more widely implemented (ARL, 1996) Codification
1996 Global OCLC accepts requests using ISO ILL protocol and establishes ISO ILL test bedc Network
1996 Canada Relais developed in Ottawa, Canada to support interlibrary loan and document delivery services (Relais
International, 2005)
Workflow
1996 Europe VDX trialled in the DALI Project for the EC on using the ISO ILL Protocol (ISO 10160/10161) (NLA, 1998) Network
1997 USA RapidILL service created by Colorado State University Libraries (CSU, n.d.) Network
1997 Australia CPS Systems, Inc., releases the Universal Resource Sharing Application (URSA) (Library Technology Guides, 1997) Workflow
1997 USA Pigasus develops Wings ILL client (Dorman, 1998) Workflow
1997 USA ILLiad released by Virginia Techd Workflow
2001 DENMARK: Interlibrary loan in Denmark begins with the introduction of Bibliotek.dk (Erlandsen, 2011) Network
2005 The Netherlands Netherlands Public Library Association adopts VDX resource sharing solution for networked ILL (FDI, 2005) Network
2009 Global The first implementation of the Request Transfer Message (RTM) introduced in OCLC’s WorldCat Navigator
service (Norman and Young, 2011)
Codification
2010 USA OCLC enables unmediated borrowing of electronic articles (OCLC, 2010) Workflow
Notes: aInformation obtained through e-mail exchange with IFLA staff, July 2011; binformation obtained through e-mail message from Rosalind Hattingh,Executive Director of SABINET, 17 July 2011; cinformation obtained through conversation with OCLC product management staff on 12 July 2011; dper e-mailmessage from Jason Glover, President, Atlas Systems, 19 July 2011
Resource sharing in a cloud computing age
Matt Goldner and Katie Birch
Interlending & Document Supply
Volume 40 · Number 1 · 2012 · 4–11
5
However, it also spawned a shift in the publishing and
information worlds from physical materials to electronic
materials. Enter iTunes, iPods, YouTube, Flickr, and e-
journals. Exit CD’s, tapes, film, photo albums and searching
physical journals by title.The results of this shift can be seen by looking at materials
expenditures over the past few years. From 2002 to 2009,
academic libraries in Germany saw expenditures for e-
resources increase from 11 per cent of their total materials
budgets to 30 per cent[3]. In the same period e-resources
budgets for the Association of Research Libraries in the
United States and Canada increased from 25 per cent to 56
per cent (Kyrillidou and Morris, 2011). Research Libraries
UK, reporting slightly differently, saw the percentage of the
serials budget spent on e-journals rise from 9.7 per cent to
51.9 per cent (Research Information Network, 2010, pp. 17).
The Council of Australian University Librarians reports show
that from 2004 to 2010 e-resource expenditures as a
percentage of the entire library budget (not just materials)
went from 15.9 per cent to 28.3 per cent[4].While this shift to electronic journals could have been a
boon for interlibrary loan services, theoretically removing the
need to scan physical journal articles for lending, it actually
caused problems. Publishers had not (and to a degree still
have not completely) developed a business model for
electronic journals to replace that for physical ones[5]. This
was demonstrated by embargo periods imposed by publishers,
delaying access to the electronic version of an issue for three
to six months following the publication of the physical issue.
This very cautious and conservative publisher reaction spilled
over to interlibrary loan, with many publishers saying that
libraries were not allowed to supply articles from electronic
journals to their ILL partners.
New challenges . . . and some old ones revisited
As we assess the information landscape in which resource
sharing exists today, the impact of the transition from physical
to electronic collections must be at the forefront. In the
physical collection world, many of the issues surrounding
discovery and requesting have been addressed over the last
30-40 years. Union catalogues of library holdings exist in
many countries around the world and a global view is offered
by OCLC’s WorldCat catalogue. Capabilities such as
checking availability in real time have been enabled in some
systems so libraries can know they are sending requests to the
best possible supplier. Scanning of articles is common and
well supported by both technology and consortial agreements,
resulting in quick response time.The switch to electronic collections, though, has introduced
a new set of challenges for resource sharing. The ability to
discover what other libraries have access to electronically is
currently labour-intensive. In the same way that libraries
maintained and exposed their physical collections through the
OPAC, they now maintain and expose their electronic
collections through knowledge bases and A to Z lists. But
these efforts are distributed across libraries and there is no
true union catalogue of electronic holdings (although
organisations like Rapid and OCLC have begun this effort).
One might argue that some union catalogues have libraries’ e-
journals, but this is just at the title level and does not indicate
chronological coverage, embargo periods, or who the actual
supplier is. As a result, requesting electronically published
articles is prohibitive from a discovery viewpoint.However, knowing what libraries subscribe to electronically
is only half of the resource sharing problem. As stated
previously, publishers have reluctantly allowed sharing of
articles from e-journals; but even as they have begun allowing
it, they apply varying restrictions. Some require the supplying
library to print the article and either fax or mail it. Others
require the library to print the article and then re-scan it for
electronic transmission. There are restrictions that allow
lending only to non-profit organisations or within the same
country. The problem is that all of these terms are buried
inside the licenses, so knowing what a particular publisher
allows is another labour-intensive process that has heretofore
prevented widespread sharing of e-journal articles between
ILL partners.Then there is the issue of e-books. Although libraries are
increasingly purchasing or licensing e-books, so far publishers
have not allowed lending of these materials. This means an
increasingly large portion of monograph collections will
become inaccessible for resource sharing. And where do the
mass digitisation projects fit into this environment? While
specific libraries have begun working out access within their
institutions to the published works they have digitised, this
large body of readily accessible materials remains isolated
away from resource sharing workflows.While this shift to e-resources has been taking place, the
borrowing of physical materials has not declined, and indeed,
in some spaces is still increasing due to improved discovery of
other libraries’ collections. But in spite of the rapid change in
technology over the last 15 years, a hybrid of paper or e-mail-
and technology-based systems is still in use in libraries today.
Libraries use many different tools to facilitate their workflows
and partnerships. At this point in time we have yet to reach
the panacea of a single system that can handle all manner of
requests coming from all types of systems and libraries. The
request transfer message (RTM) has theoretically made the
moving of requests from one request management system to
another simpler, but there has not been widespread uptake of
this OpenURL profile. The result is that multiple request
management workflows and silos continue to exist.Finally, payment remains an issue for many resource
sharing librarians, hence the ad hoc reciprocity agreements
that spring up when borrowing from outside primary systems
and partnerships. IFLA vouchers remain in use but an
electronic alternative would be welcomed. Payment systems
exist within systems such as the Libraries Australia Document
Delivery service, WorldCat Resource Sharing and UnityUK,
but they are principally closed systems.The resource sharing community needs our thought leaders
to consider the new problems introduced by the growth of e-
resource collections, and continue to work on solutions for
the older problems around resource sharing of physical
materials and resource sharing workflows in general.
Transformation through collaboration
Interlibrary loan librarians have always been an active
community seeking ways to work better together. At a
conference a few years ago, Cyril Oberlander made the
comment (and I paraphrase from memory), “As the need for
libraries to cooperate more closely continues to grow, who
Resource sharing in a cloud computing age
Matt Goldner and Katie Birch
Interlending & Document Supply
Volume 40 · Number 1 · 2012 · 4–11
6
better to learn about collaboration from than people who rely
on sharing resources across the globe.”In this section, we will use the strategic management
framework PEST analysis, which stands for political,
economic, social, and technological analysis as it gives an
overview of the macro environmental factors that should betaken into consideration when reviewing a specific business
area.
Political analysis
It is striking that in countries where a national body, such as anational library, supports resource sharing, it flourishes.
Where a national library is engaged with the resource sharing
community, and either runs a union catalogue and resourcesharing system or outsources to an agency, the culture of
resource sharing is inherent, part of the national picture of
libraries, funded and therefore supported. This is the case inmany countries across the world, including Scandinavian
countries and many other European countries, as well as
Australia, New Zealand, Canada and South Africa.
International resource sharing
International borrowing and lending has been the source of
many resource sharing issues over the years. Someinternational groups exist either between two countries or
many countries with a common goal.Examples include the Trans-Tasman Interlending
agreement[6] between Australia and New Zealand, the
Global ILL Framework project[7] and the SHARES
project[8] facilitated by the Research Libraries Partnership.Much of the success of these projects is due to the agreement
on policies between partner libraries. However, this can be
challenging to negotiate and much international activity takesplace outside of any formal agreements, with individual
library staff negotiating on an ad hoc basis with possible
lenders.
Copyright and licensing
Resource sharing librarians need to make sure that they areusing available resources within their libraries to understand
the implications of their national copyright law on their
resource sharing operations. With the shift from print to
electronic, resource sharing staff needs to understand boththeir license agreements and copyright legislation, and make
sure their operation is working within those boundaries. But
librarians must also be proactive in seeking less restrictivelicensing terms and should work with and through IFLA and
their national library organisations to influence legislation in
their specific countries.
Economic analysis
Free versus fee?
As far back as the 1800s, lending libraries have recovered
some of their costs by charging the borrowing library for
shipping costs; however, there has always been a strong sense
of reciprocity within the ILL community and there are stillgroups where this model exists. One example is LVIS[9], with
almost 3,000 members predominantly in the USA but with
some membership overseas.When libraries do charge, the request prices vary greatly. A
snapshot from the OCLC Policies Directory indicates lender
fees starting from as low as USD$0.15. Anecdotal evidence
suggests that with ad hoc requesting between libraries,
reciprocity seems to reign with libraries agreeing to lend basedon the premise that the borrowing library will return the
favour as and when required.Borrowing libraries select lenders based on a number of
factors, including reciprocal arrangements, lending library
turnaround time and locality. So while price is a factor, it maynot be the principal factor when selecting a potential supplier.
In the UK, the large CONARLS group of libraries has afixed request price among the membership. CONARLS[10]
began in 2000 and has more than 400 UK member libraries,with a fixed fee of £5.10 for a loan.
Both models co-exist and are usually related to regional,
national or international membership of both formal andinformal groups of libraries with agreed-on policies on price
and other factors in the ILL workflow.One consequence of the technology shift is that resource
sharing has been opened up to a free market economy thatconsists not only of library suppliers, but also alternative
suppliers that have joined the marketplace.
Buy or borrow?
The decision to buy or borrow is now part of the resourcesharing workflow in many libraries across the world, yet the
question of payment remains an issue. Access to a credit card
within the library is usually the enabler to make use of othersources, and while this is increasingly becoming the norm,
many resource sharing staff members do not have access to acredit card, and therefore often do not have access to this
mixed economy.For resource sharing staff members who do have access to a
credit card, it opens up an entirely new workflow, usually
outside of their ILL practices. If a library can buy an itemfrom the Amazon marketplace for example, or from a second-
hand bookseller via the web or through its resource sharingtool, then this is taken into consideration. A popular
misconception perhaps is that “everything” is available from
Amazon. OCLC has found that the top monograph titlesrequested through its WorldCat Resource Sharing system in
FY11 was a mix of best-sellers (Kathryn Stockett’s The Helpand George Washington’s Sacred Fire by Peter A. Lillback being
the two most-requested titles) and obscure, or “Long tail,”
titles that, while available through Amazon, were beingoffered at exorbitant prices in the UK and/or USA[11] (see
Table II).The (r)evolution of cloud computing now makes it feasible
to embed this mixed economy into resource sharing workflow,
as web services and APIs provided by Amazon and otherbooksellers enable the applications themselves to be
embedded within the workflow.
International boundaries
As technology has opened up boundaries in terms of data andthe resource sharing world has become smaller, librarians
have become increasingly adept at locating materials heldaround the world. National union catalogues have become
available via the web and resource sharing professionals havebuilt informal networks – but this workflow is often managed
through e-mail rather than within resource sharing tools.
While it is an interesting part of a resource sharing librarian’sdaily activity, it can be time-consuming. Once a holding
library has been identified, the ILL contact person in the
Resource sharing in a cloud computing age
Matt Goldner and Katie Birch
Interlending & Document Supply
Volume 40 · Number 1 · 2012 · 4–11
7
lending library must be located, and then an element of
negotiation needs to be undertaken, which may take days if
time zones are a factor.
Social analysisTechnology is speedily growing with no sign of stopping (Yan, 2006).
As we have already stated, the discovery landscape has
changed dramatically over the last 15 years, and is reflected in
both user behaviour and the shift from print to electronic
resources in libraries.
Meeting the needs of a different generation
Generation Yers are “heavily immersed in the digital world”
(Yan, 2006), yet they lack discrimination in choosing
information sources and selecting information from those
sources (Adams, 2009). Libraries must come to terms with
this generation’s behaviour and address the need for instant
gratification, which is now inherent in many of us. From a
resource sharing perspective, the need to speed up the
turnaround and offer alternative delivery mechanisms is key.
Collecting a hard copy from the circulation desk in the library
is not an effective solution in today’s environment. Library
users expect their requested materials in a timely way and at
their convenience; libraries should therefore address this need
within their own workflows and seek lending partners that can
provide this optimal service to their users.
An aging professional population?
Baby Boomers are leaving the library profession and taking
their knowledge with them. Succession planning within
libraries is key to libraries’ future success where a good deal
of workflow-related information is not accessible and best
practices are seldom documented. Knowledge management
strategies should be put in place to ensure successful
knowledge transfer within libraries, and focus should be
given to niche areas such as resource sharing. An excellent
example of this is the Information Delivery Services (IDS)
project in New York State in the USA, which is working “to
provide a unified community of trust and support built
around a critical and clearly understood purpose: effective
resource sharing”[12]. This project actively promotes bestpractices and offers a mentor program that assigns newmembers with applications and systems specialists in order toembed their philosophy.
Technological analysis
Earlier in this paper, we considered the shift from print toelectronic resources and its impact on resource sharingworkflows. Here, we will briefly consider the issue ofconnecting resource sharing systems.
In the late 1990s, many viewed the implementation of theISO ILL protocol as the panacea for ILL interoperability.Where software was developed from the ground up based onthe protocol and with support of national bodies, theimplementations have been successful, notably in Australiaand New Zealand. Where the protocol was layered on top ofan already existing system with its own internal protocol, suchas the British Library’s ART ISO gateway, it was lesssuccessful. In 2010, the British Library announced the demiseof its ART ISO gateway (British Library Board, 2010).
The “Rethinking Resource Sharing Initiative”[13] recentlyannounced a review of the ISO ILL (ISO 10160/10161)protocol and its future in the community. This is a welcomedevelopment that mayenable the development of an alternative,cloud-based lightweight messaging protocol between resourcesharing systems. Cloud-based systems are not new in resourcesharing as many countries have a national cloud-based resourcesharing tool, accessed via a web browser. However, these closedsystems are not accessible to other national systems orinternational systems. The work by the Rethinking ResourceSharing Initiative should inform these discussions, and possiblylead to an alternative web service that many of the world’s closedsystems could perhaps accommodate.
Conclusion
Resource sharing continues to grow as a critical informationservice in libraries around the world. We need to worktogether to solve the new challenges that have arisen for ourcommunity, as well as continue to find solutions for olderproblems.
Table II Top ten monographs requested through WorldCat resource sharing in 2011
Amazon price
Title
WorldCat
holdings
Number of
requests
UK
(£)
USA
($)
The Help by Kathryn Stockett 3,128 2,745 25.99 16.14
George Washington’s Sacred Fire by Peter A. Lillback and Jerry Newcombe 476 2,452 21.38 18.08
The Girl with the Dragon Tattoo by Stieg Larsson and Reg Keeland 2,380 2,424 20.68 15.33
The Girl Who Kicked the Hornet’s Nest by Stieg Larsson and Reg Keeland 2,590 2,226 19.80 18.45
Margin of Safety: Risk-averse Value Investing Strategies for the Thoughtful Investor bySeth A. Klarman 152 1,548 919.99a 1,379.95
Red Book 5 Liber Novus by C.G. Jung and Sonu Shamdasani 685 1,515 86.40 120.90
Kevin Trudeau’s Free Money “They” Don’t Want You to Know About by Kevin Trudeau 528 1,469 3.32a 15.05
Eat, Pray, Love: One Woman’s Search for Everything across Italy, India and Indonesia byElizabeth Gilbert 2,029 1,242 18.44 14.96
Real George Washington by Jay A. Parry and Andrew M. Allison 191 1,235 11.57 14.97
Mockingjay by Suzanne Collins 2,900 983 14.61 8.99
Note: aUsed only
Resource sharing in a cloud computing age
Matt Goldner and Katie Birch
Interlending & Document Supply
Volume 40 · Number 1 · 2012 · 4–11
8
First and foremost, we should work to find a solution for
the problem of distributed knowledge bases. Diverse and
incompatible systems and formats often make it difficult to
ascertain which libraries have needed resources on hand, or if
they even possess the appropriate license. Until we have a
reliable method for determining “who has what,” solving
many of the other issues at hand will do little to get the right
materials to our users in a timely fashion.Secondly, we need to work together, as a profession and
with all players in the industry, to garner for libraries the same
(or similarly useful) rights to e-journals and e-books that we
have had for physical materials for decades. While restrictive
licensing terms for the sharing of electronic articles may
preserve, among publishers, some sense that they are
“protecting” revenue it is only a placebo effect. We need to
work with journal and e-book publishers to find ways to
creatively leverage the massive brand value, audiences, and
resources that libraries represent in order to invent win-win-
win situations for users, publishers and libraries.Librarians also need to use their voices within the political
systems of their countries in order to promote copyright
legislation that serves the interest of information seekers and
civic populations as well as publishers. In most countries,
copyright and patent systems were set up to serve the dual
goals of providing creators and owners with a measure of
protection for their intellectual property, while also giving
value back to the society that nurtures their work, provides a
stable marketplace, and supports the population that will
consume their ideas. In many countries, changes in the
business models of publishers and distributors have led to
copyright changes that are more restrictive and even
excessively punitive. As advocates of lifelong learning and
the value of social knowledge creation, librarians need to
actively represent a balanced viewpoint on these issues and, in
some cases, be informed advocates on behalf of their
constituencies. One particularly important – and potentially
transformative – issue in this regard is the question of how to
include mass digitisation items in resource sharing workflows.
Finding a legal and equitable solution to this problem could
provide millions of people with access to an astounding array
of materials in our libraries.Finally we should continue to work with resource sharing
system suppliers to insure workflows continue to improve and
accommodate both the shift from physical to electronic
materials and the growth in buying resources in place of
borrowing when appropriate. When possible, open systems
that support data sharing and reuse should be encouraged, as
they represent a form of “meta resource sharing” in
themselves.There is no doubt that resource sharing has been an
incredible source of value to our users, and an increasingly
important one in recent decades. We are at a crossroads, now,
in the library community. We have, for the first time in
history, real competition for the roles of information steward,
custodian and guide. The internet provides us, now, with
most of this competition . . . but also with our greatest tool for
increasing the value we provide. We must work together to
find ways to leverage all our shared resources – whether they
be materials, data, workflows, software or our own expertise –
in order to keep pace with the rest of the information industry
and to keep faith with the communities that rely on us for
what is still a truly unique service.
Notes
1 It is an interesting challenge to get a true global count of
transactions. According to the OCLC Annual Report
2009/2010, member libraries transacted 10.2 million ILL
requests on the OCLC system alone. An additional 1.7
million ILL requests were processed through
DOCLINE, the National Library of Medicine’s
automated ILL request routing and referral system. But
when we consider the broad landscape of resource
sharing today, which has moved beyond traditional
interlibrary loan to include consortial borrowing systems
and document delivery services, it is easy to demonstrate
that the numbers are in the tens of millions.2 When Matt Goldner was director of Tifton-Tift County
Public Library in the early 1990s, the library served a
countywide population of 36,000, but was able to offer
ILL, filling an average of 500 requests per year, due to
access to the OCLC lending network.3 Data gathered from the web site for the
Hochschulbibliothekszentrum des Landes Nordrhein-
Westfalen (hbz), available at: www.hbz-nrw.de/angebote/
dbs/auswertung/gesamtauswertungen4 Based on data exported from the Council of Australian
University Librarians (CAUL) web site, available at:
www.caul.edu.au/caul-programs/caul-statistics (accessed
13 July 2011).5 For a good view of the current situation see: Bosch et al.
(2011).6 See Trans Tasman Interlending web site at: www.natlib.
govt.nz/about-this-site/glossary/trans-tasman-interl
ending7 See North American Coordinating Council on Japanese
Library Resources, The Global ILL Framework (GIF)
Project, at: www.nccjapan.org/illdd/gifproject.html8 See SHARES Program web site at: www.oclc.org/resear
ch/activities/shares/9 Libraries Very Interested in Sharing (LVIS) is a group
within OCLC’s WorldCat Resource Sharing Community
whose members are committed to not charging for
interlibrary loan.10 See CONARLS web site at: combinedregions.com/
Conarls11 See OCLC web site for a list of top ten and top 1000
titles requested through ILL at: www.oclc.org/resour
cesharing/statistics/toprequests.htm12 See IDS Project web site at: idsproject.org/13 See Rethinking Resource Sharing web site at:
rethinkingresourcesharing.org/
References
Adams, L.E. (2009), “Information seeking behaviour of
Generation Y students at the Stellenbosch University
Library and Information Service”, MBibl thesis, University
of the Western Cape, Cape Town, available at:
etd.uwc.ac.za/usrfiles/modules/etd/docs/etd_gen8Srv25
Nme4_7779_1275522114.pdf
Association of Research Libraries (ARL) (1996), “Access to
information resources summary of activities”, Redefining
Resource sharing in a cloud computing age
Matt Goldner and Katie Birch
Interlending & Document Supply
Volume 40 · Number 1 · 2012 · 4–11
9
Higher Education: Proceedings of the 129th ARL Membership
Meeting, Washington, DC, 16-18 October, available at:
www.arl.org/resources/pubs/mmproceedings/129mmappen
5.shtml
Bosch, S., Henderson, K. and Klusendorf, H. (2011),
“Under pressure, times are changing”, Library Journal,
Vol. 136 8, 1 May, pp. 30-4.
Bossers, A. and van Muyen, M. (1984), “Library automation
in The Netherlands and Pica”, Electronic Library, Vol. 2
No. 4, pp. 87-99.
British Library Board (n.d.), “History of the British Library”,
available at: www.bl.uk/aboutus/quickinfo/facts/history/
index.html (accessed 13 July 2011).
British Library Board (2010), “Withdrawal of the Artiso
service”, Summary of Customer Service Updates, available at:
www.bl.uk/reshelp/atyourdesk/docsupply/help/customer
updates/previouscustomerupdates/index.html#artiso
de Vries, J.L. (1976), “The history of the International
Federation of Library Associations: From its creation to the
Second World War, 1927-1940”, MLS thesis,
Loughborough University of Technology, Loughborough,
available at: www.ifla.org/en/history
Dorman, D. (1998), “Technically speaking”, American
Libraries, Vol. 29 No. 3, p. 74.
Erlandsen, P. (2011), “Discovery to delivery of library
resources in Denmark”, NextSpace, 18, May, available at:
www.oclc.org/nextspace/018/yourspace.htm
Fretwell-Downing Informatics (FDI) (2005), “New national
resource sharing initiative for The Netherlands public
libraries”, press release, 15 March, available at: www.clickpr
ess.com/releases/Detailed/474005cp.shtml (accessed 13 July
2011).
Green, S.S. (1876), “The lending of books to one another by
libraries”, American Library Journal, Vol. 1, September 30,
pp. 15-16.
Jackson, M.E. (2001), “Improving interoperability of
interlending and document delivery systems”, paper
presented at the 67th IFLA Council and General
Conference, Session 200, Boston, MA, 16-25 August,
available at: http://archive.ifla.org/IV/ifla67/pprog-e.htm
Jewett, C.C. (1851), “A plan for stereotyping catalogues by
separate titles, and for forming a general stereotyped
catalogue of public libraries in the United States”,
Proceedings of the Fourth Meeting of the American Association
for the Advancement of Science, New Haven, CT, August,
available at: books.google.com/books?id¼vNNBFggRWekC
&printsec¼frontcover#v¼onepage&q&f¼false
Kyrillidou, M. and Morris, S. (2011), “ARL statistics 2008-
2009”, Association of Research Libraries, Washington, DC,
available at: www.arl.org/bm , doc/arlstat09.pdf
Library Technology Guides (n.d.), “Innovative interfaces,
Inc., company directory”, available at: www.librarytechnolo
gy.org/iii.pl (accessed 11 July 2011).
Library Technology Guides (1997), “Information technology
company offers new resource sharing software technology:
CPS unveils advanced URSA system at ALA Conference”,
press release, 28 June, available at: www.librarytechnolo
gy.org/ltg-displaytext.pl?RC¼6187 (accessed 11 July 2011).
Line, M.B. (1976), “The functions of an IFLA Office for
International Lending”, IFLA Journal, Vol. 2 No. 1,
available at: http://ifl.sagepub.com/content/2/1.toc
Miguel, T.M. (2007), “Exchanging books in Western Europe:
a brief history of international interlibrary loan”,
International Journal of Legal Information, Vol. 35 No. 3,
pp. 498-513.
Mueller, H. (2006), “The SUBITO case in Germany:
implications for libraries”, paper presented at the World
Library and Information Congress: 72nd IFLA General
Conference and Council, 20-24 August, Session 89, Seoul,
available at: archive.ifla.org/IV/ifla72/papers/089-Mueller-
en.pdf
National Library of Australia (NLA) (n.d.), “Libraries
Australia: our history”, available at: www.nla.gov.au/librar
iesaustralia/history.html (accessed 15 July 2011).
National Library of Australia (NLA) (1998), “Kinetica
Implementation Project: Q & A series”, Gateways, 33,
June, available at: www.nla.gov.au/pub/gateways/archive/33/
33.html (accessed 12 July 2011).
National Research Council Canada (NRC) (2010), “History
of the NRC Canada Institute for Scientific and Technical
Information”, available at: cisti-icist.nrc-cnrc.gc.ca/eng/ibp/
cisti/about/history/services-part-1.html
Norman, P. and Young, J. (2011), “The OpenURL
Maintenance Agency: extending and promoting the use of
OpenURL”, ISQ: Information Standards Quarterly, Vol. 23
Nos 1, Winter, available at: www.niso.org/publications/isq/
2011/v23no1/norman/SP_Norman_Young_OpenURL_isq_
v23no1.pdf
OCLC (2008), Sharing, Privacy and Trust in Our Networked
World: A Report to the OCLC Membership, OCLC, Dublin,
OH.
OCLC (2010), “WorldCat knowledge base helps libraries
connect users to full-text articles, e-books with one click”,
press release, 7 October, available at: www.oclc.org/us/en/
news/releases/2010/201052.htm
Relais International (2005), “The National Library of
Australia selects Relais Enterprise”, press release, 10
August, available at: www.relais-intl.com/relais/home/
NLA%20press%20release.pdf
Research Information Network (2010), “Trends in the
finances of UK higher education libraries: 1999-2009, a
Research Information Network report based on SCONUL
library statistics”, September, available at: www.rin.ac.uk/o
ur-work/communicating-and-disseminating-research/tr
ends-finances-uk-higher-education-libraries-1999
Smith, K.W. (Ed.) (1998), OCLC 1967-1997: Thirty Years of
Furthering Access to the World’s Information, Haworth Press,
New York, NY.
Wright, P.M. (1995), “AVISO: a revolution in ILL
management?”, Journal of Interlibrary Loan, Document
Delivery & Information Supply, Vol. 5 No. 4, pp. 3-4.
Yan, S. (2006), “Understanding Generation Y”, The Oberlin
Review, 8 December, available at: www.oberlin.edu/
stupub/ocreview/2006/12/08/features/Understanding_
Generation_Y.html
Resource sharing in a cloud computing age
Matt Goldner and Katie Birch
Interlending & Document Supply
Volume 40 · Number 1 · 2012 · 4–11
10
Further reading
Colorado State University (CSU) (2006), “RapidILL service
to support libraries throughout Massachusetts, New
Hampshire, and Connecticut”, Faculty & Staff Resources,
20 June, available at: comment.colostate.edu/index.asp?
page¼display_article&article_id¼924828080
Institut de l’Information Scientifique et Technique (INIST)
(2010), “About INIST”, available at: www.inist.fr/spip.
php?rubrique25 or www.inist.fr/spip.php?article13
(accessed 13 July 2011).
About the authors
Matt Goldner is Product and Technology Advocate at OCLC,Inc. He has experience in both academic and public libraries,
as well as product direction and creation at Geac Computers
and Fretwell-Downing Informatics before joining OCLC in
2004. He is a frequent speaker on issues where technology
meets process and broader topics such as the future of
resource sharing, changing collections, and the impact of web
scale management on libraries. Matt Goldner is the
corresponding author and can be contacted at: goldnerm@
oclc.orgKatie Birch is Portfolio Director for Delivery Services at
OCLC, Inc., where she oversees WorldCat Resource Sharing,
including the WorldCat policies directory, IFM, ILLiad,
VDX, and WorldCat Navigator. She has ten years’ experience
in resource sharing and document delivery and was project
manager and business development manager at Talis before
joining OCLC in 2005.
To purchase reprints of this article please e-mail: [email protected]
Or visit our web site for further details: www.emeraldinsight.com/reprints
Resource sharing in a cloud computing age
Matt Goldner and Katie Birch
Interlending & Document Supply
Volume 40 · Number 1 · 2012 · 4–11
11