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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

request amp gist library amp request library gist user 2009 project ids requested users ill services search purchase community

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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

Slide2

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

Slide4

Discovery: 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?

Slide5

Discovery: 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?

Slide6

Discovery: 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…

Slide7

Where 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.

Slide8

Where 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

Slide9

Do 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

Slide10

Reader community solves home delivery resource sharing problem…

Slide11

Critical 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.

Slide12

A Basic Community, Discovery, Engagement Strategy

Where’s

the

Library?

Slide13

A Basic Community, Discovery, Engagement Strategy

What could tie these together into an engaging environment?

Slide14

A Basic Community, Discovery, Engagement Strategy

We can connect our content to where users are…

Slide15

Launched 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

Slide16

Alternate 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

Slide17

Interplay between…Pathway & Platform / Content & Context

Directing Traffic using High Quality Pathways

Discovery

Context

Content

Slide18

Subjects

Milne Library

61 Subject guides

History Subject Guide

12 Tabs with 64 links

Slide19

More 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?

Slide20

Shared Vision & Community Engagement

What is a Library?

Slide21

BBC & Digital Britain

Slide22

Elsevier 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

Slide23

Digital Scholarship: an opportunity to cooperate

Slide24

Cultivating 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

Slide25

SourceFORGE

®: 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

Slide26

Cooperative transformation: Library Cooperative as Learning Environment & Innovation Center

Librarians at work conferencing…

Leverage our strengths

Slide27

27

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

Slide28

IDS Project

Fall 2009

Student Head-Count:

~ 237,000

Faculty Head-Count: ~

12,000

Total Volumes:

~ 39,000,000

CUNY

Slide29

A 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

!”

Slide30

IDS 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

Slide31

Adherence 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

Slide32

IDS Transaction Performance Analysis Module (TPAM)

32

2009

Innovative Data Gathering & Transparency

Slide33

33

Slide34

Sharing Resources

Slide35

Supportive Strategies

Best Practices & Mentoring

Slide36

36

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

Slide37

IDS Project Mentoring

Slide38

Mentor Training – train the trainers

Slide39

39

Mentors giving workshops for ILL at the IDS Conference

Slide40

40

Mentors’ Dinner

Slide41

41

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

Slide42

TAG 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…

Slide43

TARGETS

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

Slide44

ALIAS: 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

Slide45

ALIAS 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

Slide46

IDS Search: Fast, Free, & Flexible

For details, contact: Mike Curtis, Project Manager

idssearchmanager@idsproject.org

Slide47

Slide48

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

Slide49

What 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)

Slide50

Purchase 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

Slide51

We 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

Slide52

Purchase 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?

Slide53

Strategies – 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

Slide54

SUNY 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

Slide55

Sense-making

for us & users

Context

Sensitive

Workflow

Buying Domain

Renting

Domain

Borrowing / Library Domain

Free Domain

Slide56

Tools that show the way… Book Burro

Click on library to run a search into your catalog.

Book Mooch &

PaperBackSwap

Amazon,

Abebooks, etc.

Slide57

Customizable 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…

Slide58

Worldcat 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

Slide59

Slide60

Adapt 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

Slide61

Slide62

Slide63

Slide64

ILL & GIST Workflow

Purchasing

Slide65

ILL & GIST Workflow

Cancelling Purchasing Options

Slide66

Users 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

Slide67

Sharing & 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

Slide68

GIFT & 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.

Slide69

GIST 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?)

Slide70

Getting 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

Slide71

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

Slide72

72

Slide73

73

Slide74

Slide75

75

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