Posts Tagged ‘fulfillment’

Permit me to tell you about…Policies and Permissions in FulfILLment!

Friday, January 27th, 2012

Policies and Permissions in FulfILLment will be very flexible and highly configurable. Read on to learn more.

    • FulfILLment will have the ability to create policies to determine/control patron eligibility. This is flexible down to specific libraries or specific item types.
    • Authorized staff will be able to create org groupings to funnel patrons into searching pre-defined groups (county-wide, regional, state, school, etc.).
    • FulfILLment will allow blocking of material types at specific libraries from filling ILL for all or specific patrons or groups.
    • Circulation policy can be generated from either the owning or lending library policies.
    • When an item is put in transit to a library to fill an ILL request, a brief bib record is pushed to the home ILS system (if the system permits it) to facilitate checkout. If the home ILS does not permit it, then staff will need to create a brief record.
    • The Administration module will allow local definition of what actions staff may perform and at what locations.
    • The Administration module also allows fine granularity of policies and permissions to be set/configured. Here are a few examples:
      1. The ability to configure max requests per patron.
      2. The “Need by date for material can be configured.
      3. Org units can be configured to be valid pick-up locations.
      4. The ability to designate a library to be the lender of last resort.
      5. Renewals will be configurable on a material type or library-by-library basis.
      6. The ability to configure standard processing charges per library. This amount will be visible to patrons in My Requests.

Remember to check back next week. Next week’s post will cover Patrons and Staff Use in FulfILLment.

FulfILLment coming soon to a library near you!

Thursday, January 5th, 2012

The beta release of FulfILLment is very near completion.The projected beta release date is January 31, 2012, with a projected release of v1.0 at the end of March 2012.

For the next few weeks, we’ll be posting more updates about FulfILLment, providing additional insight into how it works and highlighting some of its features, so be sure to check back each week.

As mentioned in a previous post, the first version of FulfILLment will work with:

  • SirsiDynix Symphony
  • Polaris
  • Aleph
  • Koha
  • III Millennium

Have you ever wondered how FulfILLment will work?How it will connect to various ILSs?LAI is the answer.The FulfILLment LAI (Local Automation Integrator) is designed to work with multiple protocols (like NCIP, SIP, etc.) for retrieval and processing of data.LAI is implemented as a collection of RESTful web-service interfaces that can map, via an ILS specific connector, to each of the various ILSs in use by libraries in the Next-Generation Library Resource Sharing solution.Records can be manually or automatically loaded.Library Administrators will appreciate that the Reporting Interface will allow for powerful and detailed reporting on any field.

Have you ever wondered what else makes FulfILLment special?My dear Watson, it’s the Next Generation Discovery Interface (aka NGDI).The NGDI is a union catalog for patron and staff use, with different actions available based on log in permissions.Staff will have additional optionsavailable to them beyond the options available to patrons.The NGDI, a full-text indexing database, utilizes the same extensible search backend as the Evergreen ILS.It’s templatable so libraries can customize the look and feel.The NGDI will display results based on relevance and faceted for best matching and discovery.To prevent patrons from seeing excessive duplicate titles, records are virtually de-duplicated during the catalog loading phase using a fingerprinting algorithm.Holdings availability information may be configured to display on the results page or full record display.Libraries will be able to specify what data is presented in the brief and full bib record displays.Patrons will appreciate being able to view their outstanding ILL requests via the My Requests page.

Be sure to check back next week for another update.The next post will cover patron management and privacy in FulfILLment.

FulfILLment Development Update

Thursday, May 12th, 2011

We are now in the sixth quarter of FulfILLment development at this point in the project. The finish line is nearly in sight. ESI developers, Michael Smith and Mike Rylander have been busy at work streamlining corner cases to make the import of items smoother. The jangle core has been completely integrated into the main body of the FulfILLment code, providing speed advantage. The record ingest is more streamlined now. System tests with the iii connector and the Z39.50 interface have been successful. This will make building future connectors easier. The LAI layer can now pull records in from the iii connector and can show interlibrary loans to and from a library. By the end of this quarter, we hope to have a number of the FulfILLment specific interfaces done. Also, we will have completed more work on the UI and will have more to show in this area. Stay tuned.

Update on 4th Quarter 2010 FulfILLment Development

Thursday, March 3rd, 2011

During the fourth quarter of 2010, development continued on the FulfILLment project. FulfILLment is more than halfway completed at this time. Equinox Software, Inc. developers’ Mike Rylander and Michael Smith completed more backend and database work as they continued to integrate and extend the Jangle Core implementation for use with FulfILLment to facilitate inter-operation with end-point ILS’. Work also continued on the LAI connectors, with the second iteration of the Evergreen connector complete, including the framework for configuration file-based connectors for other ILS’. The developers continued to refactor and refine staff and automated workflow design as the specific capabilities of LAI Connectors are planned and designed.

Additionally, progress was made on the User Interface (UI) as well. On the Borrower ILL list, staff will be able to view a list of outstanding ILL transactions for which their institution is the Borrower. On the Borrower ILL request list, staff will be able to view a list of ILL requests for which their institution is the Borrower.  Finally, regarding the Lender ILL request list, staff will be able to view a list of ILL requests for which their institution is the Lender. It is anticipated that the remaining UI development in this area will be completed during this quarter.

No software development project would be complete without testing, testing, and you guessed it, more testing. In keeping with this mantra, full-system load testing is already underway. We started with the throughput testing for MARC import and are pleased to report initial results currently indicate approximately 30 records/second per stream, with stream count limited by number of CPUs.

We’ll have more updates for you in the future as we continue to make progress.

Plays Well with Others and Shares its Toys

Thursday, November 4th, 2010

We’ve recently finished the third quarter of development on the FulfILLment project and are into the fourth quarter. FulfILLment is still on schedule for completion by the end of the fourth quarter in 2011. Thank you to OHIONET and all of the other development partners who continue to make this development possible.

Mike Rylander and Michael Smith (both developers with Equinox Software, Inc.) continued to work on the backend and database. Their work makes it possible to place holds directly on metarecords from the main result screen in FulfILLment. They also continued to work on the Jangle Core, which facilitates communication with other ILS. Development also continued on the patron, item, and record caching. This means information can be cached within FulfILLment for the purpose of managing ILL requests and transactions. The Evergreen connector is substantially complete, which means the foundation is in place to build other LAI connectors. Finally, some more development was completed on the UI components for the Next Generation Discovery Interface.

What does all of this mean for libraries? It means that every aspect of FulfILLment is being designed so that it plays well with others, others being other ILS. So, libraries which are happy with their current ILS can still keep it because FulfILLment will be able to communicate with it. However, FulfILLment will also have the scalability of Evergreen and be able to handle the needs of large scale, consolidated consortia. It will combine the best of both worlds. The icing on the cake – FulfILLment shares its toys (i.e., it’s open source software, freely licensed under the GNU GPL), so there will be no licensing fees to budget for.

FulfILLment – plays well with others and shares its toys. That’s good news for libraries and the communities they serve.

Enter the Spork

Monday, August 23rd, 2010

Enter the Spork

Over the last eight months I have been actively working on a new project for Equinox and under contract from OHIONET called FulfILLment, the goal of which is to create a hybrid physical/virtual union catalog and ILL system for seamlessly sharing resources between libraries, regardless of the ILS each library happens to use.

The thinking behind FulfILLment is simple — take the power and scalability of the Evergreen circulation environment, where we have nearly full a priori knowledge of global system state and strong algorithms to help get items to patrons, and project that up to an ILL environment which, heretofore, has typically had little global state information.

Evergreen and FulfILLment have been, at the code level, the same project thus far. Many of the recent improvements to Evergreen that I’ve been involved with can be credited, partially if not completely, to work on FulfILLment, including in-db ingest and import rulesets, search speed enhancement, true facets and new features in BibTemplate. This symbiotic relationship will, of course, continue because much of what both systems do is very similar on a high level.

Even accepting that Evergreen and FulfILLment will facilitate similar ends at the institutions that use them — specifically, getting items into the hands of users — and will share a great deal of internal code and structure, we’ve now reached a point where the details of many of the common goals of the two have been tackled. And so, on August 2, 2010, Evergreen grew a spork.

FulfILLment now has its own identity and will now rise or fall in its own Subversion repository, on its own server, with its own mailing lists and (though I hope there will be a lot of crossover) its own community.

It’s not a f-f-f … f-f-f … you know, that f-word, because FulfILLment will not compete with Evergreen. They will serve different purposes and constituencies, and there will always be things one can do that the other cannot. And, they will feed (on) each other, both in terms of specific code and conceptual design, moving forward. FulfILLment is, in the best possible sense of the term, a derivative project based on Evergreen.

So that’s the code part, but Open Source is about the community, right? This is an open call to all: jump right in! Grab the code (not much different than trunk Evergreen today, but that will be changing fast), join the mailing lists (not much traffic, but if you join then that can change!), hop in the IRC channel (#fulfillment on FreeNode). Dip your toe in, ask questions. This should be a fun ride — it was the first time around with Evergreen — and the more the merrier.

–miker