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NISO is pleased to announce the publication of its latest Recommended Practice, CORE: Cost of Resource Exchange Protocol (NISO RP-10-2010). This Recommended Practice defines an XML schema to facilitate the exchange of financial information related to the acquisition of library resources between systems, such as an ILS and an ERMS.

CORE identifies a compact yet useful structure for query and delivery of relevant acquisitions data. "Sharing acquisitions information between systems has always been a difficult problem," said Ted Koppel, Agent Verso (ILS) Product Manager, Auto-Graphics, Inc. and co-chair of the CORE Working Group. "The rise of ERM systems made this problem even more acute. I'm glad that we, through the CORE Recommended Practice, have created a mechanism for data sharing, reuse, and delivery." Co-chair Ed Riding, Catalog Program Manager at the LDS Church History Library, added, "The CORE Recommended Practice provides a solution for libraries attempting to avoid duplicate entry and for systems developers intent on not reinventing the wheel. I look forward to the development of systems that can easily pull cost information from one another and believe CORE can help facilitate that."

CORE was originally intended for publication as a NISO standard. However, following a draft period of trial use that ended March 2010, the CORE Working Group and NISO's Business Information Topic Committee voted to approve the document as a Recommended Practice. This decision was in part based on the lack of uptake during the trial period as a result of recent economic conditions, and was motivated by the high interest in having CORE available for both current and future development as demand for the exchange of cost information increases. Making the CORE protocol available as a Recommended Practice allows ILS and ERM vendors, subscription agents, open-source providers, and other system developers to now implement the XML framework for exchanging cost information between systems. "I am pleased that CORE is now available for systems developers to begin using in order to facilitate the exchange of cost information between systems in a library environment," commented Todd Carpenter, NISO's Managing Director.

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Beginning July 1, OCLC will work with libraries that are interested and prepared to implement Web-based services for acquisitions and circulation. This will be followed by successive updates for subscription and license management, and cooperative intelligence—analysis and recommendations based on statistics and workflow evaluation among participating libraries. The cloud computing environment and agile development methodology will facilitate incremental updates while minimizing impact to library operations.

Faced with scarce resources, disparate systems and local maintenance issues during a time when demand for library services has never been higher, OCLC members have made it clear that new, innovative responses are needed to meet these challenges. For the past eight months, OCLC has worked with an Advisory Council and six libraries and library groups as pilots for Web-scale management services. These groups have provided advice to OCLC on an overall direction, offered new ideas that were not in the original development plan, and validated strategic positioning for the service. . . .

OCLC Web-scale Management Services offer a next-generation choice for traditional, back-office operations. Moving these functions to the Web alongside cataloging and discovery activities allows libraries to lower the total cost of ownership for management services, automate critical operations, reduce support costs and free resources for high-priority services. It will also allow libraries and industry partners to develop unique and innovative workflow solutions that can then be shared across the profession.

"OCLC is extending our well established metadata management, resource sharing and discovery services to include the back-office management components of acquisitions and circulation which will allow libraries to extend their use of WorldCat for full library management functions and improved workflow,” said Andrew Pace, Executive Director, OCLC Networked Library Services. “This is a natural extension of OCLC’s mission to help libraries share costs and extend the power of cooperation."

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Libraries make significant investments in technology in order to automate their libraries and deliver information resources and services through their Web sites. The integrated library system (ILS) for most libraries represents the most critical component of a its technology infrastructure and can do the most to help or hinder a library in fulfilling its mission to serve its patrons and in operating efficiently. As libraries consider their automation strategies, such as moving to a new ILS, it’s helpful to have as much data as possible to make an informed decision. One aspect of that data might involve some measure of the perceptions of libraries that use that those products regarding such things as the quality of the ILS, the company involved, and its customer support. In order to produce data that portrays some of the general perceptions that libraries have about these questions, I have conducted a major survey for the last three years. This survey records each library's satisfaction level with their ILS and the company involved and probes at levels of interest in open source ILS products, one of the major issues brewing in the industry. The survey aims not only to provide libraries with helpful information regarding the products in the field, but might also serve as a tool for the companies involved to glean information on areas of strengths and weaknesses that will help them make any needed improvements.

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IU will lead the Kuali OLE (Open Library Environment) project, a partnership of research libraries dedicated to managing increasingly digital resources and collections. Together, these libraries will develop "community source" software that will be made available to libraries worldwide.

Kuali OLE (pronounced Oh-LAY) partners include Indiana University; Florida Consortium (University of Florida representing Florida International University, Florida State University, New College of Florida, Rollins College, University of Central Florida, University of Miami, University of South Florida and the Florida Center for Library Automation); Lehigh University; Triangle Research Libraries Network (represented by Duke University and North Carolina State University); University of Chicago; University of Maryland; University of Michigan; and the University of Pennsylvania.

Large academic research libraries such as these manage and provide access to millions of items, using software to track interrelated transactions that range from ordering and paying for items to loaning materials to library patrons.

As the nature of library collections expands to include more digital materials—including leased electronic journals and digitized photograph collections—libraries are increasingly interested in developing management software for these resources, said Interim Ruth Lilly Dean of University Libraries Carolyn Walters.

"Libraries now create, lease and share digital materials, but the systems in place for cataloging and tracking these items are based on print collections," said Walters. "With this project, we benefit from working together with a community of academic libraries that want to change the way that information is managed in the scholarly environment."

"Research libraries are in dire need of systems that can support the management of research collections for the next-generation scholar," said Robert H. McDonald, executive director for the project and IU's associate dean for library technologies. "This approach demonstrates the best of open-source software development, directed partnership resource needs, and a market of commercial support providers to truly align with the needs of research libraries within the higher education environment."

More than 200 libraries, educational institutions, professional organizations and businesses laid the groundwork for the Kuali OLE project by participating in the original OLE project, a design phase that was supported by an earlier grant from The Andrew W. Mellon Foundation and led by Duke University.

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The Kuali Foundation, Inc., is pleased to announce that a group of leading academic research libraries is partnering in the Kuali Open Library Environment (OLE) (pronounced Oh-LAY) project to develop software created specifically for the complex business management and workflow operations of academic and research libraries. . . .

More than 300 libraries, educational institutions, professional organizations, and businesses participated in some phase of planning for the OLE project, which was supported by a planning grant from the Andrew W. Mellon Foundation and led by Duke University. Based on that broad insight, OLE will create a next-generation library system that breaks away from print-based workflows and reflects the changing nature of library materials and new approaches to scholarly work. The project is designed to work well with other enterprise systems and to be easily modified to suit the needs of different institutions.

Consistent with the values of the Kuali Foundation, the resulting software will be made freely available to libraries around the world, which will then also contribute their expertise and enhancements through community processes that work for the library community. The project will build on the far-reaching expertise of its current and future partners. . . .

Integrated library systems, composed of relational databases and the application software to support them, are used to track materials within library collections, from ordering and paying for them to loaning them to library patrons. Because large academic research libraries are responsible for managing and providing access to millions of items, the need to be more proactive in software development is especially acute in light of the workflow needed to manage and curate a varied digital collection that includes leased electronic journal content and owned special collections. . . .

Kuali OLE partners include Indiana University (lead); Florida Consortium (University of Florida representing Florida International University, Florida State University, New College of Florida, Rollins College, University of Central Florida, University of Miami, University of South Florida, the Florida Center for Library Automation); Lehigh University; Triangle Research Libraries Network, represented by Duke University and North Carolina State University; University of Chicago; University of Maryland; University of Michigan; and the University of Pennsylvania.

• Integrating Technical Services and Preservation Workflows: "Mainstreaming Digital Resources. After an introduction from Geri Bunker Ingram of OCLC, Amy Rudersdorf (Director, Digital Information Management Program, The State Library of North Carolina) discusses integrating a whole host of systems into a digital curation workflow, including OCLC's Connexion tools, Digital Archive, WorldCat, Digital Collection Gateway and CONTENTdm."
• OCLC Web-scale Management Services: "Presentation by Andrew Pace, OCLC Executive Director for Networked Library Services, ALA Annual 2009. Web-scale cooperative library management services, network-level tools for managing library collections through circulation and delivery, print and licensed acquisitions, and license management. These services complement existing OCLC Web-scale services, such as cataloging, resource sharing, and integrated discovery."

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With funding from The Andrew W. Mellon Foundation, the Open Library Environment project (OLE Project) convened a multi-national group of libraries to analyze library business processes and to define a next-generation library technology platform. The resulting OLE platform is predicated on Service Oriented Architecture and a community-source model of development and governance. Over 300 libraries, educational institutions, professional organizations and business participated in some phase of the project. Using input from those participants, the project planners produced an OLE design framework that embeds libraries directly in the key processes of scholarship generation, knowledge management, teaching and learning by utilizing existing enterprise systems where appropriate and by delivering new services built on connections between the library's business systems and other technology systems.

The OLE Project met all of its objectives and was completed on time and within budget. Project members are now in discussions with potential investing partners who will develop and deploy this new library technology platform. Although this is an especially difficult time for libraries to launch new projects and commit funding for them, project planners continue to hear from the library community that it is more critical than ever to create the technology infrastructure that can help libraries serve as a primary nexus of scholarly information management.

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The initial reactions to hearing the announcement included "why did they take so long" and guarded "uh-ho." There were several aspects of, and reactions to, the announcement in the conversation—from welcoming the initiative, the inevitable move of library functionality to the cloud, questions about the size of library that would use it, the cost model, and of course issues about data and API availability.

Read more about Web-Scale Management Services at "ILS as SaaS (Software as a Service): OCLC Announces Web-Scale Management Services" and "Tough Questions Emerge on OCLC's Competitive Advantage and Data Policies."

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Libraries that subscribe to FirstSearch WorldCat will get the WorldCat Local "quick start" service as part of their subscription at no additional charge. WorldCat Local "quick start" offers libraries a locally branded catalog interface and simple search box that presents localized search results for print and electronic content along with the ability to search the entire WorldCat database and other resources via the Web.

OCLC plans to release Web-scale delivery and circulation, print and electronic acquisitions, and license management components to WorldCat Local, continuing the integration of library management services to create the Web-scale, cooperative library service. OCLC will begin piloting the Web-scale management service components this year.

This new library service design will support library management for print, electronic and licensed materials built on a new, Web-scale architecture that provides streamlined workflows and cooperative solutions. This Web-scale solution will not only include the functionality of disparate systems, it will interoperate with third-party business process systems, such as finance and human resources, and will reduce the total cost of ownership for libraries. The cooperative nature of the platform will create network effects for libraries with enhanced discovery, resource sharing, and metadata management, and through sharing collection management information, identity management, and collective intelligence fueled by data shared through the cooperative and with partners. . . .

OCLC will work with the more than 1,000 libraries and partners that are currently using OCLC library management systems in Europe and Asia Pacific to help build this service. OCLC will continue to develop and support its existing systems in Europe and Asia Pacific. OCLC will accelerate efforts to create robust data-exchange capabilities between OCLC library management systems and the WorldCat platform. Libraries and partners using current OCLC library management systems will be able to participate in this new development by add

In July 2009, libraries will be able to start using WorldCat.org as their user interface for the OCLC FirstSearch service, providing integrated access through a single search box to NetLibrary eBooks and eAudiobooks, Electronic Collections Online eJournals, OCLC FirstSearch databases, ArchiveGrid archival collection descriptions and CAMIO (the Catalog of Art Museum Images Online). At the same time, OCLC will add an enhanced, comprehensive search capability to WorldCat Local, which will return all print, electronic and licensed content available to the library from any location. OCLC will pilot WorldCat Local circulation and acquisitions services later this year.

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The OAI Toolkit is used to make data stored in an institution's ILS or other repository available for harvesting via OAI-PMH, including other eXtensible Catalog applications. For an ILS, this is accomplished by exporting ILS metadata, converting it from MARC to MARCXML, and loading it into an OAI-PMH compliant repository. The repository (embedded in the OAI Toolkit) makes the data available for harvesting by other XC components.

The OAI Toolkit can be used as part of the XC system, or on its own to enable OAI-PMH harvestability of an existing repository. It is a server application written in Java and is only needed for ILS's and other repositories that do not already have the ability to be act as OAI-PMH Repositories (OAI Servers).

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This document recommends standard interfaces for integrating the data and services of the Integrated Library System (ILS) with new applications supporting user discovery. Such standard interfaces will allow libraries to deploy new discovery services to meet ever-growing user expectations in the Web 2.0 era, take full advantage of advanced ILS data management and services, and encourage a strong, innovative community and marketplace in next-generation library management and discovery applications.

A group of eight professionals from major North American research libraries prepared the recommendation during late 2007 and early 2008. Members of the group surveyed the library community about their needs, made presentations, and held open discussions face to face and online with librarians, developers, and vendors. The group made multiple recommendation drafts and other background information publicly available on the task group's Wiki, and invited comments and suggestions from interested parties.

In March, the DLF convened a meeting that brought together Task Group members and representatives of library system vendors and developers, and produced the "Berkeley Accord", an agreement about the most essential and feasible interfaces to include in an initial set of interfaces. This set of interfaces, called the "Basic Discovery Interfaces", is described in detail in the new ILS-DI recommendation. The recommendation also describes and recommends a variety of other functions to support higher levels of interoperability.

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On March 6, representatives of the Digital Library Federation (DLF), academic libraries, and major library application vendors met in Berkeley, California to discuss a draft recommendation from the DLF for standard interfaces for integrating the data and services of the Integrated Library System (ILS) with new applications supporting user discovery. Such standard interfaces will allow libraries to deploy new discovery services to meet ever-growing user expectations in the Web 2.0 era, take full advantage of advanced ILS data management and services, and encourage a strong, innovative community and marketplace in next-generation library management and discovery applications.

At the meeting, participants agreed to support a set of essential functions through open protocols and technologies by deploying specific recommended standards.

These functions are:

1. Harvesting. Functions to harvest data records for library collections, both in full, and incrementally based on recent changes. Harvesting options could include either the core bibliographic records, or those records combined with supplementary information (such as holdings or summary circulation data). Both full and differential harvesting options are expected to be supported through an OAI-PMH interface.
2. Availability. Real-time querying of the availability of a bibliographic (or circulating) item. This functionality will be implemented through a simple REST interface to be specified by the ILS-DI task group.
3. Linking. Linking in a stable manner to any item in an OPAC in a way that allows services to be invoked on it; for example, by a stable link to a page displaying the item's catalog record and providing links for requests for that item. This functionality will be implemented through a URL template defined for the OPAC as specified by the ILS-DI task group.