MAXIMIZING INFORMATION ACCESS AND RESOURCE SHARING: The OhioLINK Experience

Hwa-Wei Lee

University Libraries
Ohio University
Athens, Ohio, USA
E-mail: leeh@ohiou.edu

Major changes have taken place in all types of libraries in the U.S. due to a variety of forces. Most important of these have been the advancement of computer, information and telecommunication technologies. Since the 1960s, these evolving forces, with their explosive power and speed, have brought libraries from a paper-based library to a computer-based, networked, electronic, digital and a virtual library, all within a short period of 40 years. Electronic publishing, digitization, and rising cost of a growing body of information in all formats have added the complexity of the current revolution in all libraries.

Faced with multiple challenges, libraries in the U.S. have made proactive response to seize the opportunities available to them. They had, in many ways, played a leading role in the deployment of new and emerging technologies to broaden their resources and to expand their services.

The traditional concept of ownership in collection development is gradually being replaced by access to information and knowledge without regard to location and format. True resource sharing among libraries through networking has become the common desire and practice.

The establishment of OhioLINK (Ohio Library and Information Network) among academic libraries in Ohio for cost-effective networking and resource sharing has proved to be a successful approach. This paper will examine the operations of OhioLINK in detail, highlight the many unique features, and project its future course of action as we steer academic libraries into the fast lane of the information superhighway of the twenty-first Century

 
1. INTRODUCTION

Since the 1960s, man changes have taken place in libraries of all types throughout the world. In the U.S., the most significant forces accelerating the pace of change in libraries have been the revolutions in computer, information, and telecommunications technologies. In the 1960s, the development of several major applications of computer technology in libraries provided the foundation for subsequent development, including the MARC (Machine-Readable Cataloging) format by the Library of Congress, the Medical Literature Analysis and Retrieval System (MEDLARS) by the National Library of Medicine, the Ohio College Library Center (OCLC--now renamed the Online Computer Library Center) for online shared cataloging and resource sharing, and large computerized databases by major indexing and abstracting publishers (e.g., the Chemical Abstracts Services). Building on these, the following technological advances have stimulated drastic changes every five to ten years:

• faster and more powerful computers • sophistication and integration of software packages for library applications • telecommunications and networking

• information storage and retrieval techniques, including CD-ROMs

• interactive hyper-and multimedia

• electronic publishing, and the Internet and World Wide Web.

The combined effects of these changes, coupled with the information explosion, have transformed libraries from paper-based libraries prior to 1960, to computer-based libraries from the 1970s, to networked libraries from the 1980s, and to electronic, digital and virtual libraries in the 1990s. It is clear that the direction of libraries in the 21st century will be a further merger of the various technologies in a networked environment.

2. CHALLENGES TO LIBRARIES

In addition to the rapid transformation in computer, information, and telecommunication technologies, libraries everywhere also face with following challenges:

• exploding information resources,

• skyrocketing costs of library materials,

• growing diversity in information formats,

• shrinking library funding,

• high costs of library automation,

• increasing demand for library staff skilled in information technologies, • changing nature of library collections, and

• expanding user demands and expectations.

Faced with these multiple challenges, libraries in the U.S. responded proactively to seize the opportunities available to them. In many ways, they have played a leading role in the deployment of new and emerging technologies that broaden their resources and expand their services.

The traditional concept of ownership in collection development is gradually being replaced by access to information and knowledge without regard to location and format. True resource sharing among libraries through networking has become the common desire and growing practice.

3. THE OHIOLINK APPROACH

The formation of OhioLINK (Ohio Library and Information Network) among academic libraries in Ohio, beginning in 1990, for cost-effective networking and resource sharing has proved to be a successful approach. This paper will address the following topics.

• A serendipitous beginning

• The OhioLINK vision

• Where OhioLINK stands today?

• How OhioLINK works?

• What's next for OhioLINK?

3.1. A SERENDIPITOUS BEGINNING

The formation of OhioLINK was a direct result of a year-long study by a blue-ribbon panel appointed in 1986 by the Ohio Board of Regents (the governing body for post-secondary education in Ohio) to study library needs of state universities. In its report,1 the panel made several recommendations. The most important was to implement "as expeditiously as possible a statewide electronic catalog system." Collateral recommendations included retrospective conversion of remaining paper cataloging records to MARC format, development and implementation of a statewide delivery system for library materials, and a plan for a cooperative preservation program.

To plan and implement these recommendations, a Steering Committee was established by the Regents with a number of task forces and subcommittees composed of librarians, systems staff, and faculty members from the initial 13 state-supported universities, two large private universities, two independent state-supported medical universities, and the State Library of Ohio. Through the investment of thousands of person-hours in hundreds of meetings, several planning documents were completed. Most important of these were a request for information (RFI) issued in August 1988,2 a planning paper issued in November 1988,3 a request for proposal (RFP) issued in August 19894 and an overview, Connecting People, Libraries & Information for Ohio’s Future, issued in 1989.5 Based on the responses to the RFP, a commercially developed library system by Innovative Interface, Inc. was selected in 1990 and installations began in 1991.

After the system was installed in all 18 initial participating libraries in 1994, OhioLINK expanded to cover all 23 state-supported two-year colleges and many private colleges and universities in Ohio. As of this writing, fifty-six academic libraries in Ohio have joined OhioLINK, providing access to more than 4,500 simultaneous users at 104 locations serving more than 500,000 students, faculty and staff. An overall description of OhioLINK can be found at http://www.ohiolink.edu/about/what\_is\_ol.html.

3.2. THE OHIOLINK VISION

At its inception, a basic concept of OhioLINK was to use the existing statewide telecommunication infrastructure built by the Ohio Academic and Research Network (OARnet) to link the library systems in all the participating libraries -- each with a common computer hardware (from Digital Equipment Corporation - DEC) and software (provided by Innovative Interfaces Inc.) platform. By means of this linkage and a central union catalog with location information and access to real-time circulation records from local systems, users of all participating libraries can access both online local and central catalogs and can initiate borrowing requests for items not available locally. Through a 48-hour-maximum courier service, all interlibrary borrowing can be completed within two or three days inmost cases.

The shared vision of OhioLINK can be summarized as:

• link all major academic libraries in Ohio in an electronic network environment,
• pool all library resources for easy access and effective sharing,
• tap existing computer and telecommunication infrastructure,6
• deliver materials quickly by various means,
• cooperate in collection development,
• acquire large and expensive electronic resources cost-effectively through consortial purchasing power, and
• become model for interlibrary cooperation  
3.3 WHERE OHIOLINK STANDS TODAY?

Even though OhioLINK is still developing and expanding its capacities in resources and services, some concrete results have already been achieved. These are:

• The demonstrated benefits and economies of scale have enabled OhioLINK to seek more State funding in support of its central operations, delivery services, acquisition of major bibliographic, reference, and full-text databases, and undertaking other new initiatives.

• More than 20 million volumes represented by seven million individual titles held by 56 libraries are now available to approximately 460,000 students and 40,000 faculty and staff. Of these seven million unique titles, about 57% of them are held at only one library, 15% are at two libraries, 7% are at three libraries, 5% are at four libraries, 3% are in five libraries, and 14% are held by more than five libraries.

• In 1993, the OhioLINK central catalog was searched about 450,000 times. This number has grown to more than 2.5 million times in 1997.

• In 1994, patrons place 75,000 online borrowing requests with other OhioLINK libraries. This rose to 534,000 requests in 1997. The fill rate was 85%. This in effect has reduced the cost of an interlibrary loan from $15-$30 per item by traditional methods to $8.00 per item through OhioLINK patron online borrowing.

• For the statewide access to electronic information: In December of 1992, there were only two databases, but in October 1997, there were 65 databases. The annual searches of all OhioLINK reference databases have gone up from 500,000 in 1993 to 9,600,000 in 1997. The cost per search has been reduced from $3.80 per search in 1993 to less than $0.30 per search in 1997.

• For the access to full-text journal articles: In 1993, nothing was available, but in 1997, a total of 22,000 full-text journal articles or 560,000 pages was printed online by users. The average cost per article was $0.90.

• Using consortial purchasing power, OhioLINK\rquote s reference database licensing costs are 30% to 80% less than would be charged to individual libraries.

• OhioLINK has successfully negotiated license fees for electronic journals at 5% to 10% more than existing print subscriptions but has gained access to five to ten times more titles.

3.4. HOW OHIOLINK WORKS?

3.4.1. Systems Architecture

The OhioLINK systems consist of 56 individual campus systems and a central site in a distributed system. Each local system has its own CPU, OPAC, acquisitions and serial control module, user data file and circulation system. The central site system (which was moved from Dayton to Columbus in August 1997 and now located in the Ohio Supercomputer Center) includes the central bibliographic catalog (derived from local records) with locations, citation and full-text databases (including electronic journals), and massive multimedia databases. While different databases utilize different search engines (and user interfaces), these are increasingly being consolidated into two common search engines adapted for OhioLINK\rquote s needs.

3.4.2. Governance

OhioLINK's Governing Board is composed of representative provosts (chief academic officers), the chair and vice chair of the Library Advisory Council, and the liaison staff from the Ohio Board of Regents. It reports directly to the Regents. The Governing Board hires the Executive Director and oversees the financial and administrative operations of the Headquarters.

At the policy-making and planning level, the Library Advisory Council consists of library directors from the 18 initial libraries and representatives from the two-year colleges, private universities and colleges, law libraries, and medical libraries. The Chair, Vice Chair, and the immediate past chair constitute the Coordinating Committee.

At the operational level, there are the Lead Implementors and four standing committees. The Lead Implementors is made up of the systems librarian or other designated staff member of the participating libraries. The four standing committees whose members are nominated by library directors and appointed by the Executive Director are:

• Cooperative Information Resources Management

• User Services

• Inter-campus Services

• Database Management and standards

3.4.3. Funding

The funding of OhioLINK has come from a state appropriation to the Ohio Board of Regents and is in two forms: an Operating Budget and a Capital Budget. The Operating Budget pays for personnel, office facilities, administration, recurrent software and database licenses, and other operations. The Capital Budget pays for computer hardware and software at the central site, the initial local systems, the purchase of reference databases (where owned rather than licensed), database conversion, infrastructure support of the Ohio Academic and Research Network, etc. In 1998, the Operating Budget is $5,157,000 and the Capital Budget is $2,500,000.

With the exception of the initial local system and some partial subsidies for group licensing of electronic journals that have been paid by central funds, all the other expenses for the maintenance and upgrading of local systems and operations as well as ongoing electronic subscription costs (including access to some databases, such as Lexis-Nexis) are the responsibility of each library.

3.5. WHAT'S NEXT FOR OHIOLINK?

Because of the initial success of OhioLINK, many have viewed OhioLINK as the model for effective information access and resource sharing in an electronic network environment. However, from our vantage point, we see opportunities to do more as we enter the fast lane of the information superhighway of the 21st century. Several strategic priorities have been identified for action in the immediate future.

• Expanding current databases--especially content (such as full-text, maps, numeric, and image)-oriented rather than citation-oriented.

• Promoting more effective means for cooperative collection development.

• Adding new capacities such as the delivery of all services to the desktop via integrated WWW based platforms and the electronic transmission of articles.

• Making available a more uniform and user-friendly interface.

• Encouraging and coordinating digitization projects.

• Supporting alternative methods and strategies in electronic publishing to lower costs and prevent commercial publishers monopolizing the intellectual property right of authors.

• Seeking alliances with other state, national and global networks.

 
It is clear from viewing the list of strategic priorities, OhioLINK has a full and exciting agenda ahead.