cooperative migration strategies NEASISampT December 8 2009 Cyril Oberlander Associate Director State University of New York Geneseo Cyrilgeneseoedu Community Celebration of Life A cooperative strategic wake for moving from the living dead metaphors to sharing a new library ID: 782156
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Slide1
NE-ASISTTransforming Library and service with cooperative migration strategies
NE-ASIS&T December 8, 2009
Cyril Oberlander, Associate Director
State University of New York, Geneseo
Cyril@geneseo.edu
Community Celebration of LifeA cooperative strategic wake for moving from the living dead metaphors to sharing a new library
Our critical opportunities come from our ability to collaborate together, with users, and colleagues from other libraries.
What is possible...
Leverage our strengths
2.1 billion items checked out at U.S. public libraries & 1.3 billion visits.
(ALA, 2008)
Also 10M OCLC ILL’s / year.
341,905 library employees (librarians & paid staff) & 122K + Libraries in the U.S.
(ALA, 2008)
Slide3“good quality content is leaking out of its containers and making its way to the open web,”
OCLC 2004 Information Format Trends: Content, Not Containers
Content
has always been about communities…
information, like libraries,
changes format
Slide4Discovery: Google began 1996
“to organize the world’s information and make it universally accessible and useful.”
How different is our mission?
Search & Google Books in particular
What does the similarity mean?
Slide5Discovery: Amazon began 1994
Earth’s Biggest Selection
Customer-centric: consumer, seller, developer customers…
Where do users
(including librarians) shop for books?New, used & reprinted Print BooksMobibooks
, Kindlebooks, etc.Where can authors go to publish? Library to find support & celebrate after publishing?
Slide6Discovery: Elsevier began 1880
Disseminate scholarly content…
Engage & Connect Scholarly Communities with Content…
As publishers online content grows & more easily discovered through search engines…
Our brand may be books, but our roll is serving our users and user communities – what are users telling us…
Slide7Where Are User Requests Taking Us?
SYLLABICATION:
re·quest
TRANSITIVE VERB:
Inflected forms:
re·quest·ed
,
re·quest·ing
,
re·quests1. To express a desire for
; ask for. Often used with an infinitive or clause: requested information about the experiment; requested to see the evidence firsthand; requested that the bus driver stop at the next corner. 2. To ask (a person) to do something: The police requested her to accompany them.
NOUN:The act of asking. Something asked for. IDIOMS:
by request
In response to an expressed desire:
We are offering these scarves for sale again by request.
in request
In great demand:
a pianist in great request.
on
(
or
upon) request When asked for: References are available on request. ETYMOLOGY:From Middle English requeste, the act of requesting, from Old French, from Vulgar Latin *(rs) requaesita, (thing) requested, from alteration of Latin requsta, feminine past participle of requrere, to ask for. See require.
Slide8Where the users need us to go…
SYLLABICATION:
re·quest
TRANSITIVE VERB:
Inflected forms:
re·quest·ed
,
re·quest·ing
,
re·quests1. To express a desire for
; ask for. Often used with an infinitive or clause: requested information about the experiment; requested to see the evidence firsthand; requested that the bus driver stop at the next corner. 2. To ask (a person) to do something: The police requested her to accompany them.
NOUN:The act of asking. Something asked for. IDIOMS:
by request
In response to an expressed desire:
We are offering these scarves for sale again by request.
in request
In great demand:
a pianist in great request.
on
(
or
upon) request When asked for: References are available on request. ETYMOLOGY:From Middle English requeste, the act of requesting, from Old French, from Vulgar Latin *(rs) requaesita, (thing) requested, from alteration of Latin requsta, feminine past participle of requrere, to ask for. See require.
Cyril Oberlander, SUNY Geneseo
IDS Project Conference 2008
Slide9Do we want to go where are users requests take us?
SYLLABICATION:
re·quest
TRANSITIVE VERB:
Inflected forms:
re·quest·ed
,
re·quest·ing
,
re·quests1. To express a desire for
; ask for. Often used with an infinitive or clause: requested information about the experiment; requested to see the evidence firsthand; requested that the bus driver stop at the next corner. 2. To ask (a person) to do something: The police requested her to accompany them.
NOUN:The act of asking. Something asked for. IDIOMS:
by request
In response to an expressed desire:
We are offering these scarves for sale again by request.
in request
In great demand:
a pianist in great request.
on
(
or
upon) request When asked for: References are available on request. ETYMOLOGY:From Middle English requeste, the act of requesting, from Old French, from Vulgar Latin *(rs) requaesita, (thing) requested, from alteration of Latin requsta, feminine past participle of requrere, to ask for. See require.
To a user-centric focal point - where they want us to be.
To a point of need – a unique opportunity.
Towards a new model – a dialogue & participatory migration plan
Slide10Reader community solves home delivery resource sharing problem…
Slide11Critical to our mission… Cooperate, Collaborate, & Partner
Cooperate with users
and their tools;
Leverage user tools Amazon, Google, Wikipedia, etc.
Make content and learning environments more engaging
Cooperate among ourselves
;
across internal functional divides, and
more effectively among libraries.
Slide12A Basic Community, Discovery, Engagement Strategy
Where’s
the
Library?
Slide13A Basic Community, Discovery, Engagement Strategy
What could tie these together into an engaging environment?
Slide14A Basic Community, Discovery, Engagement Strategy
We can connect our content to where users are…
Slide15Launched in January 2001…What did 8 years of cooperation accomplish?
Since its creation in 2001,
Wikipedia
has grown rapidly into one of the
largest reference web sites, attracting at least 684 million visitors yearly by 2008. There are more than
75,000 active contributors working on more than 10,000,000 articles in more than 260 languages. As of today, there are 2,869,023 articles in English
. Every day, hundreds of thousands of visitors from around the world collectively make tens of thousands of edits and create thousands of new articles to augment the knowledge held by the
Wikipedia
encyclopedia
.
http://en.wikipedia.org/wiki/Wikipedia:About viewed 5/6/09
Slide16Alternate Outreach Partners… Wikipedia as Library Platform
“Using Wikipedia to Extend Digital Collections,”
D-Lib Magazine
, May/June 2007, v. 13 (5/6)
http://www.dlib.org/dlib/may07/lally/05lally.html
Interplay between…Pathway & Platform / Content & Context
Directing Traffic using High Quality Pathways
Discovery
Context
Content
Slide18Subjects
Milne Library
61 Subject guides
History Subject Guide
12 Tabs with 64 links
Slide19More Subjects
UVa Library
85 Subject guides
History Subject Guide
8 Tabs with 138+ links
Average est.
(Milne + UVa)/2
73 Subject Guides
w/101 Links
7,373 links per library
Lots of work, but
is it engaging our users?
Slide20Shared Vision & Community Engagement
What is a Library?
Slide21BBC & Digital Britain
Slide22Elsevier understands… engaging scholarly community
Browse List & Search
Search Alerts
Favorite Current Titles
Favorite Titles
Favorite Searches
Custom Alerts
Publish via
Author Gateway
Other Search Tools
Slide23Digital Scholarship: an opportunity to cooperate
Slide24Cultivating Community Content & Programming
Why not Community Labs & Services that build content?
Family Histories
Oral Histories
Authors
Businesses
Researchers
Artists
“Libraries help in nurturing a society of life-long learners who can accelerate the creation of intellectual capital and create a new cycle of national innovation. This is an important factor of competition, much needed for success in a competitive knowledge-based economy” For an innovative look at Libraries as knowledge economic drivers,
See more:
http://www.nlb.gov.sg/L2010/L2010.pdf
Slide25SourceFORGE
®: Open source learning community
Content & Community
2005 98K projects & 1 M users
2007 157K projects & 1.67 M users
2009 230K projects & 2 + M users
Slide26Cooperative transformation: Library Cooperative as Learning Environment & Innovation Center
Librarians at work conferencing…
Leverage our strengths
Slide2727
The Information Delivery Services (IDS) Project
A library cooperative adaptation in progress… 44 libraries and counting…
The mission of the IDS Project is to advance the sharing of library resources through collaboration, innovation, and efficiency.
It is not a technology project
2009
2008 Innovation
Award Winner
IDSProject.org
Slide28IDS Project
Fall 2009
Student Head-Count:
~ 237,000
Faculty Head-Count: ~
12,000
Total Volumes:
~ 39,000,000
CUNY
Slide29A unified com
munity of trust and support built around a critical and clearly understood common purpose: effective resource sharing. Shared value is important because the scary reality in the back of everyone’s mind…
“My Library is Your Library!”
“Your Library is My Library!”
29
2009
Shared value & Trust
Essentially meaning…
“My Fate is in Your Hands!”
“Your Fate is in My Hands
!”
Slide30IDS Project Strategy
Emphasis on building “a unified community of trust & support” Total voluntary participation—annual contract
No startup or annual membership fees
Commitment of talent and time of members
Trained teams of volunteer mentors (applications & technical) User-centric definition of an ILL transactionNo library-to-library charges Extensive sharing of eJournals
Very nimble organization—move quickly to seize opportunities
30
2009
Slide31Adherence to contractual performance standards
Turnaround time measured from request placed to filled to user; weekends and Holidays excluded
Articles: 48 hours
Loans: 72 hours
31
2009
Slide32IDS Transaction Performance Analysis Module (TPAM)
32
2009
Innovative Data Gathering & Transparency
Slide3333
Slide34Sharing Resources
Slide35Supportive Strategies
Best Practices & Mentoring
Slide3636
IDS Project Mentors 2009:
Back row (l-r): Adam Traub (St. John Fisher), Andy Perry (New Paltz), Corey Ha (Geneseo), Mike Curtis (Broome CC),
Mike Mulligan (Upstate University Health System), Carrie Eastman (Purchase), Christine Sizak (Nazareth)
Front row (l-r): Mark Sullivan (Geneseo) , Beth Posner (CUNY Graduate Center), Janet Ferry (Fredonia), Michelle Parry
(Oswego), Kevin Reiss (The City University of New York), Tim Bowersox, (Geneseo), and Pam Flinton (Oneonta)
2009 IDS Project Mentors
Slide37IDS Project Mentoring
Slide38Mentor Training – train the trainers
Slide3939
Mentors giving workshops for ILL at the IDS Conference
Slide4040
Mentors’ Dinner
Slide4141
IDS Project Technology Advisory Group (TAG) 2009:
Mark Sullivan (Geneseo), Adam Traub (St. John Fisher), Andy Perry (New Paltz), Mike Mulligan (Upstate University Health System),
Pam Flinton (Oneonta), Corey Ha (Geneseo), Kevin Reiss (The City University of New York) and Mike Curtis (Broome CC)
IDS Project Technology Advisory Group (TAG) 2009
Collaborating Innovators
Slide42TAG Projects for 2008-2009
ALIAS & Shared Licensing Rights ManagerIDS Search Engine development GIST Integrated ILL / Acquisitions / CCD
Print Serials investigation
Peer Reviewer
resolver applicationAnd more…
Slide43TARGETS
URL
License
Date Checked
Checked by
Comments
INSTITUTE OF PHYSICS JOURNALS
http://www.iop.org/EJ/librarians/-page=
librarians/0031-9120/1#print
P
2/28/2007
Tiede
Under “librarians” page
Yes, No,
Silent, etc.
This License
is Paper
Copy Only
1.
3.
Shared Generic License Management
Enter
Information
in Database
http://www.iop.org/EJ/librarians/-page=librarians/0031-9120/1#print
Q. What about interlibrary loans?
A. Institutions October use hard copies derived directly or indirectly from the electronic edition of the publications for the purpose of inter-library loan with the same limitations that apply to paper copies for that purpose made from the print edition of the journals. Specifically, copies must be made in compliance with Section 108 of the Copyright Act of the USA and Technological Uses of Copyrighted Works (CONTU Guidelines), the text of which is available as part of USA Copyright Office
Circular 21
. The electronic transmission of copies of articles for inter-library loan purposes is not allowed.
Search for
Provider
in a
Search Engine
2.
Can’t find?
publisher
4.
Record
response
in database
43
2009
Slide44ALIAS: Licensing Database
ILLIAD
Patron Request
Query
ISSN, date
Library Codes for valid dates and licenses
Awaiting Request Processing – Manual Process
Article Licensing Information Availability Service (ALIAS)
IDS Service
Local Holdings Queue
Request Sent to OCLC
Article Direct Request – Automatic Process
Partnering with Atlas Systems, Inc.
Load Leveling
Slide45ALIAS Article Direct Request & Odyssey Trusted Sender
Patron Request
Borrowing Library
The borrowing library never touches the request…
The lending library downloads from eJournal and sends through Odyssey. The staff never photocopies or goes to the stacks…
The patron receives the requested article within a few hours…
Lending Library
Look – no hands
Slide46IDS Search: Fast, Free, & Flexible
For details, contact: Mike Curtis, Project Manager
idssearchmanager@idsproject.org
The GIST of making informed decisions and workflow of buying, borrowing, downloading or viewing.
Tim Bowersox, Cyril Oberlander, Kate Pitcher, Mark SullivanState University of New York, Geneseo CollegeGetting It System Toolkit (GIST)
Excerpt from Charleston Conference Presentation
November 2009
Slide49What is GIST?
A system for: enabling user-initiated purchasing requests for acquisitions and interlibrary loan;enhancing coordinated collection development;Merging Acquisitions and ILL request workflow using ILLiad (ILL request management software)
Slide50Purchase Request
E-Reserve Request
Rare Materials Scan Request
Special Collection Duplication Request
Video Booking Request
Library Services are fragmented by
Request Systems that
Reinforce functional divisions
Service Request – what context?
Interlibrary Services Request
Slide51We are a house divided
ILL
Acquisition
Collection
Development
or
Subject Librarian
Systems
Head of Interlibrary Loan
Access Services Librarian
Interlibrary Loan or Resource Sharing Librarian
ALA
RUSA STARS
&
IFLA ILDS
Journal of Interlibrary Loan, Document Delivery & E-Reserve
Journal of Interlending & Document Supply
Journal of Access Services
Acquisitions Librarian, Assoc. Director for Technical Services
ALA
ALCTS
Chareston Conference
AcqNet
Library Acquisitions, Practice & Theory (later title: Library Collections, Acquisitions, & Technical Services)
Science, Engineering, History, etc.
Librarian
ALA many separate divisions
American Libraries
Against the Grain
Systems Librarian
ALA LITA
Computers & Libraries
JASIST
Information Today
Library Journal
Slide52Purchase Request
We needed a strategy that leverages strengths
Interlibrary Services Request
Email from php website
Requests managed with;
automation,
links to
Worldcat
,
email system
(custom & canned),
transparent process to user.
Staff mediated process
Black box process for user
OR
Strategy?
Slide53Strategies – Cost, Uniqueness, Use
Why Purchase on Demand / Just in Time Acquisition…
One study of Purchase on Demand books found that within 5 months
:
28.7% ILL Purchase on Demand books checked out
again.18% Regular Acquisition books were checked out once.
Ward, 2002
Slide54SUNY Union Catalog – Rough Uniqueness Estimates…
Cost of Duplication
As of 12/18/08 over
$722 Million
How much duplication is critical?
Can we afford Just in Case?
Interlibrary Loan Matures
Sense-making
for us & users
Context
Sensitive
Workflow
Buying Domain
Renting
Domain
Borrowing / Library Domain
Free Domain
Slide56Tools that show the way… Book Burro
Click on library to run a search into your catalog.
Book Mooch &
PaperBackSwap
Amazon,
Abebooks, etc.
Slide57Customizable GIST Request Form
User
Interface
(Customizable display & fields)
Staff
Interface(Customizable display & fields)
User Interface
Runs from ILLiad web server, all components can be turned off and/or hidden from user view.
Display text is configurable
Works with your style-sheets
And more…
Staff InterfaceILLiad 8.0 allows customizing field names.
You can configure data the way you want staff to see the data from user interface side, and run routing rules based on the values; i.e. available full text, purchase request suggested, etc.
And more…
Slide58Worldcat API – Library Availability
User sees if owned locally, easy click to catalog, and sees estimated turnaround time.
ILL & Acquisitions staff see if held locally, and # holdings in 2 configurable groups (consortia, state, etc.)
Google Books
User sees Table of Contents, No-Partial, &
Full Text Views
.
Staff see if full text in Google (GOOGL)
Index Data
User sees if full text or audio version in OCA, Internet Archive, etc.
Staff see if full text OCA (INARC)
Amazon API
Enhances users request evaluation with Reviews, Ranking, Cover, and quick link to Amazon.
Price was moved into Purchasing Options window.
Purchasing Options
User sees price to purchase from Amazon API with New & Lowest Price listed (used) – user may want to purchase from this link. If they do, Amazon provides our AWS account a credit for referring someone to purchase.
ILL & Acquisition Staff see the New & Lowest Price in the ILLiad requests.
Better World Books, Google APIs are also currently used for pricing, we have asked other vendors for APIs.
ILLiad Request Form
Custom, Standalone, OpenURL, Status Specific
Slide59Slide60Adapt GIST to your setting
Library A
GIST tools used to enhance ILL Purchase on Demand only.
Library B
GIST used by Librarians.
GIST also used only by Librarians to help their selection.
Library C
GIST used selectively.
GIST also used by Faculty, with Librarian Review.
Library D
GIST default with collection building parameters.
GIST used by all users, with some Librarian review for certain status. Collection building profiles, cooperative data, and gift management features used.
You choose and adapt the tool around what works for your setting.
Range of customization
Slide61Slide62Slide63Slide64ILL & GIST Workflow
Purchasing
Slide65ILL & GIST Workflow
Cancelling Purchasing Options
Slide66Users Tagging ILL/Acquisition Requests
Faculty Requests from September 1 – October 20, 200939.77% response rate for rating item importance
Faculty requests
Total
Faculty purchase requests101Total Faculty loan requests 440
% recommended for purchase22.95%Faculty feedback
No response
265
Essential for classroom
use
59Essential for research
50Good for collection31Nice to have21
Unessential
9
Unsure
5
Slide67Sharing & Evolving GIST
Version 2 Design GoalsGift Management Processing: Automate gift selection & acknowledgement processing with collection building profile services.
Also useful for weeding evaluation.
Budget Management: Grant, individual, and department budgets can be shown and selected i.e.: This item costs $45.43; your department book budget is $567, do you want to continue with this order? Includes budget and account transaction tracking, review & approvals systems.
Other Data Services: Articles, Book Burro, IDS Project Data, Copyright Clearance, book jobbers, videos, OCLC Holdings & record download to ILS.
Work with vendors to add more services and API connectors with book jobbers, etc. You can help!
GIST 1.0 Released August 15
th
, 2009
(creative commons license )Current Version is 1.0.5
Documentation wiki: http://toolkit.idsproject.org/doku.php?id=wiki:gist
Slide68GIFT & Weed Manager Component in Alpha
Weed
= remove holdings & OCLC symbol, statistics, etc.
Keep & Catalog
= add donated work, attach symbol, download record, etc.
Don’t Acquire = create donor letter when finished, statistics, etc.
Slide69GIST GM Workflow Map
GIST GM
Gift Processing
Search &/or Enter Donor Name
(Anonymous used if no donor)
Wand in ISBN# or enter OCLC#(Search?)
Do not Accept
De-selection Processing
Review Required
Weed Item
Email sent
Librarian?
Remove Holdings from ILS
Detach OCLC symbol
YES
NO
Statistics? # or LC conspectus?
Manual process: Withdrawn stamp
Book sale, Better World Books, B-Logistics, etc.
Accept
Review
List is being created for donor letter and statistics? What data needed? Import to Library Thing?
Book Sale, Better World Books, B-Logistics, etc.
Attach holdings, download record, create spine label, barcode
Collection Building Profile
Modified Conspectus Configuration File
Wand in ISBN# or enter OCLC# (Search?)
Slide70Getting It System Toolkit (GIST)
GIST Team
(SUNY Geneseo)
Tim Bowersox, GIST Web Interface and ILLiad Workflow Designer
Cyril Oberlander, Project Consultant
Kate Pitcher, GIST Acquisition and Collection Development Designer
Ed Rivenburgh, Project Sponsor
Mark Sullivan, Project Manager & Geneseo Programmer
GIST Grant Funding
Rochester Regional Library Council – Regional Bibliographic Databases & Interlibrary Resources Sharing Grant
Worldcat API Programming Consultants
Kyle Banerjee, Digital Services Program Manager at the Orbis Cascade Alliance
Terry Reese, Oregon State University
http://idsproject.org/Tools/GIST.aspx
ShareFlexible Frameworks
User Request
ILL - Borrow
Purchase
Reference
Get It
Doc. Del.
Deliver It
Other
Pickup
Link to
Mail to
Fax to
Email to
Other:
user preferences
Group projects
Grant projects
Exhibits
Integrate It
Reserves
Learning
Management
System
Digital
scholarship,
& publishing
Personal
Digital Assistant
Annotation
& Tagging
Request Management
& Workflow
Reference
Customer Relations Management
Slide7272
Slide7373
Slide74Slide7575
How can we collaborate?
To The Seventh Annual
Information Delivery
Services (IDS)
Summer Conference!
August 3-4, 2010
Idsproject.org
you are invited
Oswego, NY