Collaborative Library Resource Sharing: Standards, Developments, and New Models for Cooperating: A NISO Educational Forum

NISO on the Road

About the Forum

Not every institution can have every journal, book, film or resource. Increasingly, many institutions are running out of space for the materials that they do have. Also, the costs for collecting, managing, and preserving these materials are constantly increasing. Institutions are finding new ways to share their resources and work collaboratively to meet the needs of the user community.

NISO will host Collaborative Library Resource Sharing a two-day meeting in Atlanta to cover many of these issues. This meeting will engage participants to explore areas where collaborative effort and standards can help improve library efficiency through resource sharing. This includes the area of interlibrary loan, physical resource management, collaborative storage and preservation, and related open source developments. New developments in each of these areas will help to improve efficiency in library resource sharing and hopefully improve user outcomes and satisfaction.

If you are looking for ways to reduce costs and improve efficiency through collaborative resource sharing, you won't want to miss this seminar.

Topics that will be covered will include:

Union lists in support of resource sharing

  • Physical delivery of shared resources
  • NCIP and ISO ILL standards
  • Vendor solutions and barriers to interoperability
  • Fulfilling loan requests with digitized materials
  • Copyright and resource sharing
  • Challenges of sharing electronic resources
  • Open source resource sharing developments
  • Improving library efficiency through collaboration

Event Sessions

8:00 a.m. - 9:00 a.m.: Continental Breakfast (Day One)

9:00 a.m. - 9:15 a.m.: Welcome & Introductions


9:15 a.m. - 10:15 a.m.: Modeling Our Services to Meet Today's User Expectations


Since the Web has changed the way users find, access, and consume information librarians must understand these users and how they work. Then there can be a move to model our systems, policies and workflows to work within the expectations and remove the barriers that turn users away from the library.

10:15 a.m. - 10:30 a.m.: Break

10:30 a.m. - 11:15 a.m.: Variations on a Theme: Glimpses of the Current Resource Sharing Landscape


What does the current resource sharing landscape look like? Is traditional or mediated interlibrary loan (ILL) alive and well or on the decline? What about alternative resource sharing models like "unmediated" ILL and direct consortial borrowing? What are some of the successes, issues and challenges that libraries and their users experience in today's complex resource sharing environment?

11:15 a.m. - 12 Noon: Union Lists & Their Role in Supporting Resource Sharing


Cecelia Boone

Assistant to the Director
MINITEX Library Information Network

What are the benefits and disadvantages to using union lists of serials as aids for resource sharing -- for all members of the resource sharing transaction: lender, borrower, and end-user? What issues face producers and users of union lists today? And, how may the traditional roles of union lists be fulfilled in the future?

12 Noon - 1:00 p.m.: Lunch

1:00 p.m. - 1:45 p.m.: Moving Mountains: The Status of Library Physical Delivery Services


We will explore the current trends impacting the physical delivery of library materials. What innovations and challenges are library delivery systems facing? How do we cope with $4.00/gallon gas prices? What's happening with home delivery? We will explore how librarians are coping with moving literally mountains of library materials.

1:45 p.m. - 2:45 p.m.: Resource Sharing Standards Update: NCIP Revision and ISO ILL


Paula Kelsall

Interoperability Standards Officer
Library and Archives Canada


The ISO ILL protocol was the product of a concerted effort by the library community to bring interlibrary loans into the 20th century. Recently reaffirmed for 5 more years, the protocol standards are firmly embedded in online systems that many of us depend on; but what does the 21st century have in store for standards-based ILL?

NCIP: Past, Present, and Future

This presentation will provide an overview of NCIP showing its evolution from inception to the present efforts at reaffirmation. In addition, the presentation will include information about the planned future direction of NCIP.

2:45 p.m. - 3:15 p.m.: Break

3:15 p.m. - 4:45 p.m.: Vendor Roundtable: System Interoperability


Tom Jacobson

Director of Sales, Strategic Accounts
Innovative Interfaces, Inc.

Genie Powell

Vice President for Support and Training
Atlas Systems, Inc.
  • Marshall Breeding, Director for Innovative Technologies and Research, Vanderbilt University (Moderator)
  • Tom Jacobson, Director of Sales, Strategic Accounts, Innovative Interfaces, Inc.
  • Ted Koppel, AGent Verso (ILS) Product Manager, Auto-Graphics
  • Clare MacKeigan, Chief Operating Officer, Relais International
  • Genie Powell, Vice President for Support and Training, Atlas Systems, Inc.
  • Robert Walsh, President, EnvisionWare
  • Gail Wanner, Resource Sharing Market Manager, SirsiDynix

4:45 p.m. - 5:00 p.m.: Barriers to Interoperability Summary


8:00 a.m. - 9:00 a.m. Continental Breakfast (Day Two)

9:00 a.m. - 9:45 a.m.: New Service Models: What the Resource Sharing Community, Strategic Service Options and Workflow Design are Reshaping Library Services Towards


Cyril Oberlander

Library Director, Milne Library, State University of New York at Geneseo
State University of New York at Geneseo

Interlibrary Loan achieved enormous successes in the migration from paper-based request management to electronic systems; however, the service framework hasn't changed much from its origins of sharing information between libraries. This presentation will focus on how information trends and the future of request processing and service design will change library service assumptions and foster new collaborations to provide relevant services to our users.

9:45 a.m. - 10:30 a.m.: Rethinking Resource Sharing


A new landscape for resource sharing is emerging and it doesn't look much like traditional interlibrary loan. Changes in technology and user expectations have made libraries re-evaluate their policies and procedures so that users find library resources as convenient to access as Amazon and other online vendors. This session covers a variety of new approaches libraries are adopting, testing and considering.

10:30 a.m. - 10:45 a.m.: Break

10:45 a.m. - 11:30 a.m.: Digitization and the Open Content Alliance - A New Approach to Resource Sharing


Evan Simpson

Assistant Director for Public Services and Outreach
Brandeis University

Digitization activities and initiatives are transforming libraries and the information landscape. In the fall of 2007 libraries in the Boston Library Consortium began participating in the Open Content Alliance digitization program. We will look at some of the challenges and opportunities posed by digitization, how they are impacting resource sharing/interlibrary loan activities in the Consortium, and their implications for the library world as a whole.

11:30 a.m. - 12:15 p.m.: How Many Copies Do We Need? Collaborative Collection Development in the OhioLINK Consortium


Collaborative collection development in a large consortium of 87 academic libraries can be a challenge. The presenter will give an overview of OhioLINK's cooperative efforts in resource sharing and purchasing among its libraries and provide practical ideas on implementation.

12:15 p.m. - 1:15 p.m.: Lunch


NISO Annual Members Meeting

(optional - open to members and nonmembers)

1:15 p.m. - 2:15 p.m.: Open Source Resource Sharing Systems


Open Source is clearly one of the key buzzwords in the current library systems landscape. What does Open Source really mean? How does Open Source work? Is Open Source a viable alternative for a resource sharing system? This session will examine the answer to these and other questions as libraries look at solutions for their providing resource sharing based services.

2:15 p.m. - 3:00 p.m.: Library Applications of Open Source: Evergreen and Georgia Library PINES


A program of the Georgia Public Library Service, Georgia Library PINES is the automation and lending network for 270 libraries in 133 counties. Georgians with a PINES card have access to a shared collection of 8 million items that can be delivered to their library free of charge. The Evergreen open-source software was developed to meet the functional needs of PINES libraries in their commitment to sharing materials. Software developers relied on input from the end-user community - staff members working daily in the PINES libraries - to guide their design of the program. The program will focus on the history of the consortium and the unique challenges and opportunities they face.

3:00 p.m. - 3:30 p.m.: Break

3:30 p.m. - 4:30 p.m.: Removing What Gets in the Way of Work: Improving Library Workflow Efficiencies


Adam Wathen

Interim Head of Collections Services Department
Kansas State University Libraries

It is only natural that libraries, at the local level, are myopically focused on their own services and problems. But, we can free up an extraordinary amount of time, resources and money if we will move beyond our own workflows to find common ground with others. It is time that libraries take advantage of collaboration with other libraries, adoption and support of technical standards, and outsourcing to vendors to stop doing work that can be shared or automated.

4:30 p.m. - 4:45 p.m.: Closing Remarks


Additional Information

  • Early bird rates are offered until September 26, 2008.
  • Registration closes October 1, 2008. After that date, a processing fee of $50 will be added. This also applies to any on-site registration.
  • Cancellations made by October 1, 2008 will receive a full refund less a $50 processing fee. After that date, there are no refunds.
  • Registration includes a continental breakfast and lunch on both days. Notify the NISO office if you have any dietary restrictions (301-654-2512).
  • Students should submit proof of enrollment when registering. Please contact the NISO office (301-654-2512) with questions.