Welcome to the Western ILLiad User’s Meeting May 20-21, 2004

1. Welcome to theWestern ILLiad User’s MeetingMay 20-21, 2004 • Portland State University, OCLC Western, Atlas Systems, Inc., and the WILLiad planning committee welcomes you and thanks you for participating in this 2nd annual user’s meeting. • Thank you sponsors and host for this event: • OCLC Western • Atlas Systems, Inc. • Portland State University

2. W-ILLiad is your Meeting • Active participation is critical to the meeting outcomes and future of OCLC ILLiad. • Presentations focus on how we work with ILLiad with an eye towards Enhancement Requests or Workaround Solutions. • Presentations and resources (scripts, web pages, word templates, etc.) will be made available on the user’s meeting website by June 20th. • We appreciate your feedback about the user’s meeting, we want to make it even better next year – there will be a web survey sent to you following our meeting. ILL@pdx.edu

3. OCLC Western Pam Bailey Director of OCLC Western Pam_Bailey@oclc.org800-854-5753

4. Waves of Requests User Expectations

5. From Mail to Fax to Ariel to Odyssey • How far has technology taken us? • More, Faster… • Better research? Or confusing learning process with systems process… • The ITsolution needs us? Our users need us! • Building new resource sharing capabilities and systems requires us. • The future of resource sharing depends on our ideas and our communication. Similarly, we depend on the collaboration of stakeholders. • There is a great need to integrate services that shifts our focus from just filling requests to looking at the entire process from the user’s perspective.

6. So where to now? Pt. 1 • Continue Improving ILLiad’s Performance and Capabilities • Discuss workflows and workarounds. • Discuss interoperability with everyone. • Discuss and prioritize enhancement requests. • Promote enhancements that satisfy User Needs.

7. So where to now? Pt. 2 • Be Experimental and Take Risks • Embrace our role and responsibility as change agents. • Watch for and participate in emerging ideas and technologies that users, educational and commercial institutions are using and developing. • Try new ideas to advance resource sharing.

8. So where to now? Pt. 3 • Participate in Library Service Redesign • Articulate the future relevance of libraries • Advocate integration of library and institutional resources and services • Be active in instructional and service partnerships across the institution and region. • Participate in Information Literacy Programs

9. Future of Service Integration We have an important responsibility to make sense of what is going on in Resource Sharing, and not surprisingly, it’s about the entire learning process. In making sense of the learning process, we have the opportunity to customize information access with learning systems. A resource of interest… New Strategic Directions – British Library One of the best examples of this is the British Library’s “New Strategic Directions” where a key enabling strategy is to focus on the user: “Develop an integrated approach to service provision so that users can easily access the range of services which are of value to them.” p. 6

10. Library Service Integration & Redesign • Explorations into new service designs… • Distance Education Library Services • Integrated Service Points (Desks) • One Request System (MIT) • Library Research and Pre-Service • “Pre-service redesign involves streamlining the activation of a service… front-end processes that require customer’s participation before they receive the core services are unwanted chores the customer must endure.” (Berry, p. 270) • To balance user need to learn service and resource systems with their priority need to build knowledge, we need to re-examine our interactive points with users.

11. Emerging Integration Toolkits for Users Scholar’s Box:http://interactiveu.berkeley.edu:8000/IU/Projects “At the core of current IU work is the Scholar's Box: a tool that will enable faculty, teachers, students, and the public to create, manipulate, annotate, and share personal collections of digital materials gathered from multiple sources and repositories — core activities in both scholarship and teaching ... ” ARL’s Scholar’s Portal:http://www.arl.org/access/scholarsportal/final.html “The project seeks to provide software tools for an academic community to have a single point of access on the Web to find high-quality information resources and, to the greatest extent possible, to deliver the information and related services directly to the user's desktop.“ What needs are these tools addressing?

12. Other emerging resources to learn and participate in… • OCLC’s Environmental Scan: • http://www.oclc.org/membership/escan/default.htm • Standards: NCIP / ISO / IPIG (& more alphabet soup) • IPIG protocol for ISO:http://www.collectionscanada.ca/iso/ill/ipigprfl.htm • NISO: http://www.niso.org/standards/index.html • OCLC: http://www.oclc.org/support/documentation/firstsearch/getting_started/ncipweb/default.htm • Integrated Research/Resources Approaches • Information Literacy & Access Services, see bibliography • Shibboleth: http://shibboleth.internet2.edu/shib-intro.html • Direct Lending • Direct Delivery: http://www.lib.pdx.edu/services/ill/DE/DirectDelivery.html

13. Questions or Comments? Bibliography: Berry, Leonard; Sandra Lampo, “Teaching an Old Service New Tricks; The Promise of Service Redesign,” Journal of Service Research, vol. 2, no. 3, Feb., 2000, p. 265-275 Gourley, Don, “Library Portal Roles in a Shibboleth Federation,” Oct. 30, 2003 http://shibboleth.internet2.edu/docs/gourley-shibboleth-library-portals-200310.html Oberlander, C., “Access services and RILI: Great partnership opportunities [Reference, information literacy, and instruction]” College & Research Libraries News v. 63 no. 9 (October 2002) p. 666-8

14. Enjoy your meeting