2023-07-25 - Consortia SIG Notes

Owned by Corrie Hutchinson (Unlicensed)
Jul 31, 2023

Link to recording 

Attendees

Corrie Hutchinson (Unlicensed)Noah Brubaker Peter Murray Ian Ibbotson (Use this one) Scott Peterson Martina Tumulla Lloyd Chittenden Stephanie Chinn Adrienne Detwiler Peter Sbrzesny Ann-Marie Breaux (Deactivated) Debra Denault Lucy Harrison Christine Tobias Margaret Youngberg Darsi Rueda Zorian Sasyk Hkaplanian Tim Auger , Peter Bohm, Julie Nye

Discussion items

TimeItemWhoNotes
Entire meetingOpen DCB (Presentation)Ian Ibbotson, Tim Auger
  • Started out building a system using ISO for resource sharing and were interested in MOBIUS’ RFP because of its : 
    • High resource sharing volume
    • Consortium of different types of libraries
    • MOBIUS’ original system was homogeneous — all the libraries were on Sierra
      • New system will be between multiple ILS 
  • Open DCB premise: : resource sharing is more like circulation between libraries than ILL
    • Creating a virtual library of ALL patrons and items across all the network
    • Sharing books between patrons, not between libraries 

      • Remove the ’negotiation’ between libraries regarding patrons borrowing materials

      • Library serves as the identity verifier for a patron
    • Lending and borrowing libraries are not always where the patron picks-up or drops-off a material
    • Libraries want to work within the ILS / interface to circulate materials and not introduce a new one
    • RTAC response time is important to creating a rich interaction with patrons
    • Works in parallel with a traditional ILL service
  • Work done thus far :
    • Inter-operability piece with Sierra
      • Can pull items, place holds, and create virtual items in Sierra
        • Some libraries are staying in Sierra while others going to FOLIO
        • Important to do first 
    • Uses UUID 5 and keeps same UUID for a bib going forward
    • Uses Gold Rush's key and 2-phase approach for clustering
      • Actively working on de-duplication of bibliographic records
    • Next challenge: borrowing system is a Sierra system and lending is a FOLIO system
  • Future plans : 

    • Extend to include other networks with algorithms on if something is in-network/out-network and which way is faster

      • Example: integrate with partners like Prospector
    • Implement lender-of-last-resort capability
    • Integrate software with other ILS than Sierra & FOLIO
      • Will expand as requested by libraries
    • Explore implications and opportunities for collaborative collection development & management 
  • MOBIUS
    • Discovery layer will be EBSCO's Locate service
    • Demo of basic software used to test backend functionality (see recording for more details)
    • After a request is placed in the discovery layer, the processing for a library moves to the native ILS (Sierra or FOLIO) for staff to address
  • Comments & questions
    • How does this solution protect patron privacy with their identity distributed across multiple libraries:
      • EBSCO hired consultants to help address this issue appropriately (including PII and GDPR specifically)
      • No PII is passed to the DCB itself, but rather a patron authentication module

    • When you say the native interface would interact with this, do you mean a patron would search within their OPAC, say VuFind, and be able to interact with this system?

      • The patron will search the DCB union catalog using an OPAC.

      • There are a couple of ways to get to the Union Catalog : 1) directly and 2) a search redirect from local catalog or discovery service.

    • What is the project's timeline?
      • Beta is to start later this summer with the goal of going live in May 2024
    • What is the workflow after a patron places a request in a discovery service?
      • Messages go to a libraries' ILS so that transactions appear as though they were locally placed, but with parameters that clearly mark it as a DCB request
      • Patron doesn't get to choose which copy is requested
      • Neither library (borrowing or lending) will leave their native ILS interface to process the patron request ; DCB uses virtual records to track request
    • Is DCB tied to EBSCO's Locate?
      • No and goal is to integrate with any ILS
      • SIG members expressed interest in integration with Polaris and Evergreen

Action items