NASIG 2008: Using Institutional and Library Identifiers to Ensure Access to Electronic Resources

Presenters: Helen Henderson, Don Hamparian, and John Shaw

One of the perpetual problems with online access to journals is that often, something breaks down on the supply chain, and the library discovers that access has disappeared. The presenters seek to offer ideas for preventing this from happening.

Henderson showed a list of 15 transactions that take place in acquiring and maintaining a subscription to a single title. There are plenty of places for a breakdown. Name changes, agent changes, publisher changes, hosting platform changes, price changes, bundle changes, licensing changes, authentication changes, etc.

OCLC’s WorldCat Registry maintains institutional information for libraries, which is populated and augmented by libraries and partners. Libraries can use it to register their OpenURL resolvers, IP addresses, and to share the profile with selected organizations. OCLC uses it to configure WorldCat Local, among other things. Vendors use it as an OpenURL gateway service and to verify customer data.

Ringgold’s Identify database and services normalizes institutional information for publishers. It includes consortia membership information and the Anglicized name, as well as many of the data elements in OCLC’s registry. Rather than OCLC symbol, they have an identifying number for each institution.

Potential interactions between the two identifiers includes a maping between them. The two directories do not have as much overlapping information as you might think.

Standards and identifiers are becoming even more important to the supply chain with the transition to electronic publication. Publishers need clean records in order to provide holdings lists to libraries and OpenURL resolvers, among other things. Publishers use services like WorldCat Registry and Identify to improve their data, service, and cost-savings that gets passed on to subscribers.

ICEDIS is a standard for the exchange of data between publishers and agents. It is old and has been implemented differently. They are hoping to develop an XML version by 2010, which will include the institutional identifier. ONIX is working on developing automatic holdings reports that will be fed into ERMS.

Project TRANSFER will create a way to exchange subscription information using a unique identifier. KBART is another initiative looking at a portion of the solution. I² (part of NISO) is looking at standardizing metadata using identifiers, beyond just for library resources. CORE is a project in the vendor community working on communicating between the ILS and the ERMS.

Standards will help ease the pain of price agreement between publishers and agents, customer identification, consortia membership and entitlements, and many of the other things that cause the supply chain to break down.

Libraries should include their identifier numbers in orders. The subscription agents are too overwhelmed to implement the kind of change that would require them to look up and add this to every record. Ringgold & OCLC are in communication with NISO to create a standard that is not proprietary.