Circulation: SIP2 Protocol
WorldCat Navigator:
Secondary Circulation
Questionnaire
SIP2 Protocol
This questionnaire asks you to provide detailed information about how your library uses the 3M
Standard Interchange Protocol (SIP). This protocol is often implemented by circulation systems
for interoperation with self-checkout machines from 3M®, Envisionware®, Checkpoint®, and other
vendors. Return the completed questionnaire via e-mail to your OCLC Implementation Manager:
Manager Name:
Manager E-mail:
Manager Phone (voice):
SECTION I: YOUR BASIC LIBRARY INFORMATION
a. Full Library Name:
b. Your OCLC Symbol:
c. Contact Information for your library
Name:
Title:
E-mail:
Phone number:
d. Full consortium name (if the Circulation Gateway is intended for consortium or group use):
WHO SHOULD COMPLETE THIS QUESTIONNAIRE?
This questionnaire discusses your library’s current circulation system.
The individual who completes this questionnaire should be thoroughly familiar with the detailed
operation of your library’s circulation system.
Contact Information for this questionnaire
Name:
1
Circulation: SIP2 Protocol
Title:
E-mail:
Phone number:
SECTION II: SIP2 INFORMATION
a. Messages in use
Please check each SIP2 message supported by your circulation system.
SIP2 Message
Patron Status Response
Checkout Response
Checkin Response
ACS Status
Request SC Resend
Login Response
Patron Information Response
End Session Response
Fee Paid Response
Item Information Response
Item Status Update Response
Patron Enable Response
Hold Response
Renew Response
Renew All Response
Supported?
b. Implementer-defined fields
SIP2 supports the use of implementer-defined fields. Please list any such fields that you
know your circulation system supports. If your system does not support such fields, please
indicate None.
c. Server ID
What are the host name and port number of the SIP2 server to which we should connect? If
you have a test system, and a production system, please provide this information for both
systems.
Name of server or IP address:
Port (typically 22 if SSH, or 22 if telnet):
d. Transport mechanism
SIP2 messages can be transported over a variety of mechanisms such as Telnet, raw socket,
etc. Please list all transport mechanisms that can be used with your circulation system. For
telnet or SSH, indicate any commands, scripts or other steps that are required after loggingon and before sending an ESIP command.
2
Circulation: SIP2 Protocol
Notes on Information Transport
SIP2 messages are typically transported via Telnet or raw socket. OCLC needs to establish an
SSH tunnel through which to make the final Telnet or raw socket connection. This is needed in
order to provide the security for information transport. (Some of the messages will contain patron
credentials.) There are two types of connection that can be employed:
 Either OCLC establishes an SSH tunnel directly to the SIP2 server to provide an encrypted
tunnel. Once the SSH tunnel is established, the final Telnet or raw socket connection is set up
to the same host through the SSH tunnel in order to send the SIP2 messages.
 Or OCLC establishes an SSH tunnel to an SSH gateway computer (a different computer from
the server running SIP2) at your library’s site to provide an encrypted tunnel. This is done if the
SIP2 server is not capable of running the SSH daemon itself. (Presumably, both the SSH
gateway and the SIP2 server are inside the library’s firewall.) Once the SSH tunnel is
established, OCLC will establish the final Telnet or raw socket connection to the server running
SIP2 in order to send the SIP2 messages.
Local variances. Please inform OCLC of any variances between your library’s implementation
of the SIP2 protocol as you use it and the version described in 3M’s documentation.
3
Circulation: SIP2 Protocol
SECTION II: SIP2 INFORMATION (continued)
d. Local variance(s)
Are you aware of any limitations of variances between the implementation of the protocol as
you use it, and the version described in 3M’s documentation? Please describe:
e. Possible obstacles
Are you aware of any technical, legal, or other obstacles that might preclude OCLC’s use of
this protocol? Please describe:
f. Design participation
Are you willing to participate in design discussions with a team at OCLC, possibly including
staff from other libraries that are seeking to use these services?
Yes
No
Are you willing to test a prototype of the Circulation Gateway that uses these services?
Yes
No
4
Circulation: SIP2 Protocol
SECTION III: CIRCULATION POLICIES
a. Place hold
These two features must be enabled to allow the Circulation Gateway to place holds in your
catalog.
Feature #1: Holds can be placed on available items through the SIP interface.
Yes
No
If No, when can you enable this feature:
Feature #2: Patrons can place multiple holds on the same title through the SIP interface.
Yes
No
If No, when can you enable this feature:
5
Circulation: SIP2 Protocol
SECTION IV: TEST INFORMATION
If you have a test and a production system, please provide this information for both systems.
a. Test credentials
Please provide patron barcodes that we can use to test hold placement:
For a valid account
For a restricted account*
Patron barcode
*A restricted account is an account that has lost its operating privileges because it has
expired, has too many fines, etc.
b. Test records
You will need to create several item records for OCLC to use when testing. Please create
each of these as specified, and provide the requested information below.
1. Single copy of a title that is available for loan and can have a hold placed on it.
OCLC number:
ISBN:
Local bibliographic record number:
Item barcode:
2. Single copy of a title that is available for loan but cannot have a hold placed on it.
OCLC number:
ISBN:
Local bibliographic record number:
Item barcode:
3. Single copy of a title that is not available for loan (i.e., checked out).
OCLC number:
ISBN:
Local bibliographic record number:
Item barcode:
4. Multiple copies of a title that is available for loan and can have a hold placed on it for
consortial borrowing.
OCLC number:
ISBN:
Local bibliographic record number:
Item barcode:
6
Circulation: SIP2 Protocol
SECTION IV: TEST INFORMATION (continued)
5. Multiple copies of a title that is available for loan but cannot have a hold placed on it for
consortial borrowing
OCLC number:
ISBN:
Local bibliographic record number:
Item barcode:
6. Multiple copies of a title that is not available for loan (i.e., checked out).
OCLC number:
ISBN:
Local bibliographic record number:
Item barcode:
7. Serial or multi-volume title that is available for loan and can have a hold placed on it for
consortial borrowing.
OCLC number:
ISBN:
Local bibliographic record number:
Item barcode:
8. Serial or multi-volume title that is available for loan but cannot have a hold placed on it for
consortial borrowing.
OCLC number:
ISBN:
Local bibliographic record number:
Item barcode:
9. Serial or multi-volume title that is not available for loan (i.e., checked out)
OCLC number:
ISBN:
Local bibliographic record number:
Item barcode:
7