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Getting It System Toolkit

Getting It System Toolkit. Acquisitions and ILL Processing Through ILLiad. IDS Conference August 5th 2009. GIST the FAQS. What it is? What it isn’t ? Why? How? When? Feedback? Version 1 Version 2. What is GIST?. A system for:

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Getting It System Toolkit

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  1. Getting It System Toolkit Acquisitions and ILL Processing Through ILLiad IDS Conference August 5th 2009

  2. GIST the FAQS • What it is? • What it isn’t? • Why? • How? • When? • Feedback? • Version 1 • Version 2

  3. What is GIST? A system for: • Merging Acquisitions and ILL request workflow using ILLiad 8; • enabling user-initiated purchasing requests for acquisitions and interlibrary loan; • enhancing coordinated collection development.

  4. What it isn’t? (yet!) • A Complete Acquisitions System • No order records • No Cataloging • No serials or article purchasing system • Gift Manager • Budget Manager

  5. Why we need GIST • Too many lame request interfaces, no real context • Speculative selection is a lot of manual work • Most of the collection is never used • Shrinking budgets, rising material costs and increasing needs • Just-In-Case model is not sustainable • Ineffective de-duplication across systems • No user feedback mechanism • Delivery time is a mystery

  6. Speculative Selection How does ILL data currently help Acquisitions? • Look over data to see what was requested previously and purchase those items • Break requests down into LC classification to see what areas are heavily borrowed • See which departments are borrowing the most

  7. User Interface for GIST at Geneseo • Very customizable • Status specific • Context sensitive • Stand alone • Default Loan Form • OpenURL • Book Chapter Form • Elements a la carte

  8. 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. 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.) ILLiad Request Form Custom, Standalone, OpenURL, Status Specific Google Books User sees Table of Contents, No-Partial, & Full Text Views. Staff see if full text in Google (GOOGL) Amazon API Enhances users request evaluation with Reviews, Ranking, Cover, and quick link to Amazon. Price was moved into Purchasing Options window. Index Data User sees if full text or audio version in OCA, Internet Archive, etc. Staff see if full text OCA (INARC)

  9. Feedback on User Interface for GIST

  10. Customizable Options for GIST You choose and adapt the tool around what works for your setting. Library A Library B Library C Library D GIST used to enhance ILL Purchase on Demand only. GIST used to enhance ILL POD. GIST also used only by Librarians to help their selection. GIST used to enhance ILL POD. GIST also used by Faculty, with Librarian Review. GIST used to enhance ILL POD. GIST also used by all users, with some Librarian review for certain status. Collection building profiles, cooperative data, and gift management features used.

  11. ILL & GIST Workflow

  12. ILL & GIST WorkflowPurchasing

  13. GIST Acquisitions Workflow Map GIST Request ILL Request Processing Awaiting Acquisitions Processing Cancel Request Review Required Processing Purchase Request Cancel Borrow Available on Web Catalog Free Sources Email sent: Librarian or Faculty Rep Purchase from Vendor Notify User Download record & attach symbol NO YES Purchase Request Ordered from Vendor Queue Receiving Request Notify User Preferred Delivery

  14. GIST Release Information • GIST 1.0 Release Date: August 15th, 2009 • Documentation wiki: http://toolkit.idsproject.org/doku.php?id=wiki:gist • Feedback blog: http://gettingitsystemtoolkit.blogspot.com/ • Obtain as much feedback as we can prior to and after release

  15. The Future of GIST • Begin work on GIST 2.0 which will include: • ordering module • purchasing enhancements • statistical reports • cataloging features • gift management module for quick collection evaluation and donor acknowledgement • Work with vendors to add more services and API connectors with book jobbers, etc.

  16. Thank you! 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

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