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Self Service Loans & Aleph Dutch solutions Bas Vat, september 6 2009 L U T

Selfservice Loans, Returns and RFID Theo Engelman, september 6 2009 L U T

Short introduction Bas Vat,,projectmanager at Leiden University Library b.vat@library.leidenuniv.nl L U T

Short introduction Theo Engelman, senior system librarian at Utrecht University Library t.a.m.engelman@uu.nl nl

Why Self Service Loans - Expanding library opening hours - Tight (staff) budgets - Patrons expect services - Patrons dislike waiting at desks - Patrons want to loan and return items not depending di on staffed desks - Patrons are used to self service in public librariesi L U T

Why Self Service Loans Expanding library opening hours Tight (staff) budgets Patrons expect services Patrons dislike waiting at desks Patrons want to loan and return items not depending on staffed desks Patrons are used to self service in public libraries

Services patrons expect from the library Study space Meeting other students Using reference material Computer facilities and wireless network Access to e-resources on and off-campus Support, helpdesk, qualified friendly staff Loans and returns wherever, whenever Good coffee

Services patrons expect from the library - Study space - Meeting other students - Using reference material - Computer facilities and wireless network - Access to e-resources on and off-campus - Support, helpdesk, qualified friendly staff - Loans and returns wherever, whenever - Good coffee L U T

Leiden situation - After office hours focus on central library - Humanities important (for loans) - Closed stack for most of the items on loan - Open stack items reference only - 2.000.000 items in closed stack - Opening hours expanding up to 100 hours per week - Library staff budget decreasing L U T

Utrecht situation 2 main locations, City Centre and Campus 87 hours a week open, 7 days and patrons demanding extended open hours 1.000.000 items on open shelf 3.000.000 items in closed stacks Campus Patrons can loan/pickup and return all items in every location Library staff budget decreasing

Recent efforts in Utrecht New library buildings: City Centre and Campus Extended opening hours, pilotting 8 AM - 2 AM More and luxury study space Group study facilities, lounge zone More and better computers, wireless network Improved access to resources, also off-campus Virtual helpdesk, one stop shop for patrons GOOD coffee Logical next step: Self Service for loans and returns

Recent efforts in Leiden Better services, especially after opening hours - More study space - Group study facilities, lounge zone - Selection of reference material - Computers, wireless access - Improved access to e-resources - Virtual helpdesk - Still lousy coffee - Logical next step: Self Service for loans L U T

Leiden project - At first : looking at RFID solutions - Not a good idea for our situation: - 2.000.000 items to label - All items in closed stack - Delivery in open shelves: privacy problems -Cost - Life span of RFID tags - Alternative: self service via lockers - Project with supplier Nedap L U T

Utrecht project; RFID Radio Frequency IDentification De RF transmitter/antenna detects and reads the chip containing Item IDentification

Technical issues: Utrecht project; RFID Antenna detects tags within limited range, depending on antenna and frequency Proximity reading, no sight line needed Detection trough other objects. NO METAL!! Information on tags limited Data on tag: Various datamodels (ISO, NISO, Dutch, Danish) Only ItemID (barcode) and ISIL EAS-bit used

Utrecht project University Board declares: There shall be RFID in the Library Technical issues: Turn key (HF) vs State of the Art (UHF) Mixed mode vs Big Bang EM vs RFID for Electronic Article Surveillance SIP2 vs NCIP Organisational issues: Mixed mode vs Big Bang Open (hold) shelves vs closed stacks. LabelGate Supplier selection : EU tender mandatory Deadline: 01-09-2009 Finance: 1.000.000 for the whole project!

Leiden: Lockers for Self Service - Together with supplier Nedap - Combine standard technology - Lockers - Locker management system with database and dtools (who has access to which hlocker, opening locker via terminal, ) - SIP2 protocol for communication with Aleph - Into something new and unique L U T

Leiden: general workflow - Patron requests book via OPAC - Items is taken from closed stack by staff - Status change from Requested to On Hold - Register item in locker system, locker assigned to patron - Place item in locker - Patron checks OPAC for status t request and locker number L U T

Leiden: general workflow (2) - Patron scans library card at locker terminal - System perform checks prior to transactions - Message displayed for patron - Loan transaction in Aleph via SIP2 - Locker open, items on loan L U T

Utrecht : RFID for Self Service Self service machines in every location RFID antenna s on all public desks RFID gates on all locations Tagging g of 1.000.000 open shelf items Tagging of all new items Tagging of alle new issues and bounds Open hold shelf. Patrons pick own holds Paying Fine s using SIP2

Utrecht : general workflow (1) Requests: Patron requests book via OPAC Items is taken from closed/open stack by staff Staff checks in requested items. Items in transit to pickup location Staff checks in items in pickup location Item on hold for patron Pickup notice to patron.

Utrecht : general workflow (2) Loans: Patron picks up items from open shelves and/or hold shelf Patron puts items (max 5) on self service machine Patron scans library card. Circ checks via SIP2 prior to transactions Loan transactions in Aleph via SIP2 Items on loan, loan receipt printed or emailed to patron

Utrecht : general workflow (3) Returns: On return: patron puts items (max 5) on self service machine Return transaction ti in Aleph via SIP2 Items in transit or reshelving when in home library Return receipt printed or emailed to Patron No Renewals on self service. No Renewals on self service. Better renewal functions in OPAC!

Leiden: Aleph and SIP2 problems - Aleph implementation of SIP2 is not good enough - > enhancement request - SIP2 is not always enough - > SQL based perl scripts needed - Show info from locker system in OPAC - > SOAP based info in OPAC L U T

Utrecht: Aleph, SIP2 and NCIP Aleph SIP2 V16 not good enough, but V20 works fine so far (payment and sorters not yet implemented!!) SIP2 is proprietary and outdated Ex Libris should move to NCIP!! > enhancement request

Utrecht experiences Autocheck as supplier: very good Outsourcing conversion: good Ex Libris as supplier: support good, product (Aleph) good for SIP2, but unwillingly gyto enhance GUI for integration with RFID antenna software Utrecht University Library: new workflow demands new ways of thinking Library staff: apprehensive Planning and control: good!!

Leiden experiences - Nedap as supplier: very good - Ex Libris as supplier: support good, product (Aleph) sometimes disappointing - Leiden University Library: new system demands new knowledge and new ways of thinking. Still working on it - Library staff: apprehensive at first, now enthousiastic - Patrons: very good reactions L U T

Leiden current situation - Self Service in use since beginning of august 2009 - First experiences very good - End user experience: takes some getting used to the new way of working, most patrons like it very much - Staff user experience: still some work to be done on workflow and procedures L U T

UvA project RFID And Baskets

Leiden future developments - Lockers for library use materials - Self Service paying fines - Lockers in other locations for delivery of items to patrons - Integration of Locker system with Aleph GUI workflow, needs some more thinking and a lot of work L U T

Utrecht current situation Implementation: 01-02 02 to 01-09 09 2009 Simultaneously upgrading Aleph V16>V20 WE MADE IT ALL, let s have a peep look Future Self service paying fines via SIP 2 in main locations Sorters in main locations, we have much transit Barcode printed on tag? RFID library card?