23:3 (2008:09) 23rd Conference (2008): Tactics Session: CORE–Cost of Resource Exchange

August 28, 2008 at 3:32 pm | Posted in Tactics Sessions | Leave a comment

TACTICS SESSION

CORE: Cost of Resource Exchange
Jeff Aipperspach, Serials Solutions; Ed Riding, SirsiDynix; Ted Koppel, Auto-Graphics (co-author, not in attendance)
Reported by Janet Arcand

The authors came to propose a CORE standard out of a philosophical background that values “Cooptition”. Cooptition is defined as “cooperative competition,” a practice wherein competitors work with each other on a project basis to bring a product into the marketplace.

CORE origins began as a partnership between SirsiDynix and Serials Solutions to sell Serials Solutions ERMs.  The authors looked at the intersection between the two systems and found that the cost and acquisitions information elements were the ones that struck them as essential to an interchange.  They proposed a standard that vendors and librarians could see as the “Holy Grail” for resource management systems. Since the standard would facilitate the extraction and exchange of financial and related data from business service systems for use in the ERM, and share and not duplicate the information that is held elsewhere in existing systems, it was seen as the “Holy Grail”.  This standard will enable libraries to continue to use their existing ILS systems and other business systems. It will also enable the library to select its ERM based on the strengths and functionality of the particular system that suits them, since standardized data transfer will make systems interoperable. CORE can work with SUSHI to enable the ERMs to calculate more easily a “cost per click” analysis for titles.  It will reduce the labor-intensive process of maintaining data in multiple systems, and allow libraries and vendors alike to have time to focus on quality of service to patrons and clients.

They wrote a description of CORE and submitted it to NISO, which has approved CORE as a proposal. There are proposed data elements which were suggested through library input and were also driven by the use cases that have been suggested so far. Proposed data elements for CORE are: unique order ID, which serves as a match point; acquisitions status and date; fiscal year; budgeted cost; fund code; currency; purchase order line or note; invoice information, amount, currency, date, number and note;  subscription start and end dates; reference number; vendor information, number; ID; contact name, address, email, phone; and selector. Other requested elements are: discount; subscription type; renewal / cancellation date; print cancellation date; method of acquisition; payment date and instructions; vendor notes, and ILS notes.

The next step is for NISO to develop and write a draft standard and make it available for testing.  The authors suggested that the work on this proposal could be split into two main fronts: deciding on the payload, data elements; and selecting the means of transport.

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