We partnered with Atlas Systems to enhance the ejournal availability service with much needed automation. Outline processThe IDS Service was developed by wonderful Atlas Staff to help us accomplish what we set out to do. The IDS Service runs every 60 sec. automating the requesting process and discovery of materials we own – yes, even with open URL resolvers, we still get 10% requests for materials we own. At our request, Atlas solved another big problem with traditional ILL process – the problem of load leveling…
GIST for Web
The GDM interface may look complicated initially, but it is designed to make decision making as easy as wanding in an ISBN and letting the system recommend the next step based on your collection building profile. So let’s start by selecting a donor – anonymous may be the most common, if you have a donation box outside. Then select a donation date – this allows you to continue on yesterday’s boxes delivered in the afternoon for large donations. Wand in a book’s ISBN, or OCLC#, or do a title search and press Process – GDM calls out to Worldcat API and other APIs to gather all this data for evaluation. First the Item information, which shows the author, title, series title, imprint, Library of Congress call number and Dewey. Alongside is the price of the book in Amazon, with a link to view more, and full-text indicators at Google Books and Hathi Trust, with a link to view more directly. It also checks Better World Books to see if they will accept this title if you do not. Lastly, an OCLC# and related ISBNs appear. Below that is the holdings data, the first box comes from OCLC and allows you a FRBR-ized lookup of your holdings, and that of two groups; in our case IDS is the consortia group, and NY OCLC ILL libraries is the state, but defined as those symbols that use OCLC ILL. The next holdings box comes from a lookup of your local catalog, showing a link, and imprint data – to compare editions – sometimes you see the gift is an older edition, sometimes newer. It also shows which ISBN you own.6. The conspectus view will be covered in more detail in another slide, but it is essentially a collection building profile that matches on the best call number or Dewey classification, using OCLC conspectus, and adds a weighting formula to calculate recommendations to keep or not based on simple values; how much does duplication, publication date, growth in this subject area matter? The Conspectus also provides you with a reviewer component that designates reviewer by subject area.7. The GDM results and conspectus provide a recommended Keep, do not keep, however, the Request Review allows the person processing these to send the reviewer, assigned to that subject, an email or print a slip to go with the book to the reviewer, to await their decision. Although GDM recommend an action based on your collection building conspectus, you can override the recommendation. Lastly, as you are viewing a wealth of information about this item, you have 4 tabs that provide even more; the collection tab shows what you have been processing for this donor, the MARC record provides a detailed view, and Book Lists are designed to flag important books with a red tab; Book lists are currently configured with Caldecott and Newbery awards, you can add a list of textbooks, professional and society core lists, or wish lists.0316116955Conspectus: www.oclc.org/collectionanalysis/support/conspectus.xls
When you know you want to keep a donated book, you simply click on OCLC Connexion and select the client or web version – GDM does the rest – opening OCLC and running the search.
GDM does so much of the work of evaluating works based on your collection building profile, that we encourage you to not utilize the request review workflow, but if you do want to build in review, it is easy enough to view Reviewer to edit or add new reviewers; then using the View Conspectus, you can add that particular reviewer to the subject division or category. The reviewer’s email is encouraged so that you can send an email without having much delay in the process.
12% acceptance rate is higher than we expected, and because we promote donations; Milne Library has had a book donation box at the exit for awhile, we have received a surprising number of newer books. As libraries streamline processing Gifts, and develop marketing techniques, they can develop beneficial strategies at a time when monograph budgets have declined, while also promoting literacy campaigns by partnering with Better World Books. Libraries no long look at a gift horse in the mouth twice, with GIST GDM, they can build their collections, streamline their operations, and help literacy campaigns.
Just click Batch Deselection - Click on Open File - Locate your low or zero use report with OCLC#s or ISBNs; carriage return, not delimited (.txt file). Select variables; use strict dates to conspectus, ignore uniqueness, and/or extreme weeding. There are limits to the number of records that can be processed – Google Books API has 1,000 per day limit (if that criteria matters), Worldcat API depends on what you have asked for and received, they should be giving you 70K, which allows for about 23K items processed per day. Click on Begin Batch Process and watch the numbers processing – when it is done, an Excel spreadsheet will open. Subject librarians and collection development can review report that includes the following data: Title, Author, Publication Date, OCLC Call Number (050 or 090 field), # holdings in your groups, Full Text in Hathi Trust and Google Books,Better World Books Library discard acceptance, Conspectus recommendationGDM batch analysis has been used for JSTOR analysis, and can be used to identify items to move from open stacks to special collections, or which works haven’t been digitized yet.
At Geneseo, GDM helped us weed a large unused collection in a storage facility, the number of full-text from Hathi Trust surprised us, but did have us questioning whether we should create a derivative record full-text from our print record – we decided that since GIST for ILLiad automatically checks Google Books and Hathi Trust, we no longer needed the record in our catalog for items that we removed the print and full-text is available.
How can we leverage our diversity and grow scalable projects? Select a strategy?
IDS Project offers member and even guests, high quality and very inexpensive two day summer conference. You are invited.
Fostering Entrepreneurship through Cooperative Data and Services
Fostering Entrepreneurship through
Cooperative Data and Services
State University of New York, Geneseo
Cooperative librarians fostering entrepreneurship
with data and services (title remix)
What is it?
It’s a people project
Cooperating & Data Sharing Strategies
Query ISSN, date
Library Codes for valid
dates and licenses
Article Licensing Information Availability Service (ALIAS)
Request Sent to
Partnering with Atlas Systems, Inc.
Cooperating & Data Sharing Strategies
Getting It System Toolkit – GIST Team
Kate Pitcher Cyril Oberlander Tim Bowersox Mark Sullivan
Interlibrary Loan / IDS
Cancel or Unfilled
Cancel or Borrow
ILL & ACQ Workflow
What is the future
of ILL &
Cooperating & Data Sharing Strategies
What started with using cooperative data to
enhance user interface and staff workflow with
user-driven just-in-time acquisitions…
Is becoming an Acquisitions Manager
(to be released Aug. 2011)
& here is a gift… taking what we learned, we built
GIST Gift & Deselection Manager
(free & released Aug. 2010)
Wand in ISBN, or
OCLC#, or do a
Title Search for
Author, title, series
title, imprint, LC
Call no. & Dewey
Full-text: Google &
Better World Books
• Held Locally – do you hold work
• “IDS” or Group 2 is a configurable set
of OCLC symbols like consortia or
local area. (FRBR-ized)
• “NY OCLC ILL Libraries” or Group 3 is
a configurable set of OCLC symbols
like a state. (FRBR-ized)
• Local Catalog link and imprint to
compare editions of gift & holdings.
• Worldcat Link to the right
• MaRC record
• Book Lists –
awards & custom
book list alert
Conspectus View: is your subject and configurable decision weighting tool
• Subject analysis matches on LC and Dewey, best matching conspectus values
• Collecting level evaluates item against configurable level of interest in growing the
collection in this subject area.
• Uniqueness evaluates item against configurable level of interest in duplicating
your holdings. (group 2 & 3 holdings matter to weighting, but not uniqueness)
• “If Newer Than” limits, by a factor or strictly, by the publication dates of donated
• “If Older Than” limits, by a factor or strictly, by the publication dates of donated
• As you process gifts, you can adjust factors and re-caculate the weighting to see
the effect on the recommendation.
• The navigation bar at the footer allows you to view multiple conspectus values, if
based on Conspectus
• Do not keep
• Options: Override
This is the GDM Gift Interface after you
wand in a book’s ISBN (or run a title
Go ahead, search by title, limit to
phrase and/or year, format, and
Search – then double click on
selection and GDM does the rest…
If you decide to keep this one,
simply click on OCLC Connexion to
catalog using your favorite
OCLC Connexion: client or browser
OK catalogers – you know what to do
here to attach a symbol and download a
Note: same process for individual deselection in
Donor Thank You Letter
When you are done processing a particular donors
books. Click Print Templates and select
Thank You Letter to print all of the donations for that
particular donation date.
Note: you can customize the default letter with logo,
Reviewer: review at your own risk
GDM allows you to mediate decisions via print or email to Collection
Development library by default, or to designated reviewers based on
Conspectus entries like this one. We encourage customize conspectus
and base most decisions on the recommendation of your collection building
Gift Stats @ Milne Library SUNY Geneseo
July 1, 2010 – November 1, 2010
Gifts processed using
GIST GDM: 3,000 (590 were published 2000-2010)
Items added to Milne 360 (12%)
Items not added 2,640 (88%)
Items not added to Milne are sent to Better World Books for resale, & a portion of
the proceeds sent to Milne Library; to buy new books.
In the last13 months, we received & kept 713 books & DVDs.
Cost to buy these would have been $49K
GIST Deselection Manager: item by item
1. Switch to Deselection
Mode (Click File),
2. Wand in an IBSN, or
search by Title,
3. Evaluate, if weeding,
click OCLC Connexion
to detach your symbol.
GIST Deselection Manager: or Batch Analysis Mode
Rather than one at a time, we encourage you
to run the Batch Analysis and use the data to
make decisions and batch weed.
1. Click File and select Batch Deselection
GIST Deselection Manager: Batch Analysis
Batch deselection1. Import ISBN &/or OCLC# using an ILS report (e.g. 0 or low use
report as a simple delimited file)
2. Run Batch Processing – GIST exports Excel file.
3. Review GDM data: Free full text, price, accepted by Better World
Books, regional holdings, & more.
4. Sort by values, make decisions, then…
5. Batch remove from OCLC using Connexion
(or convert records for full-text holdings?)
Uses: Works for books and journals; selection of works to
digitize, Identifying special collections
Weeding & Full Text – derive or not to be derived?
13 % of titles in storage are available FULL-TEXT
through Hathi Trust digital repository
SUNY Geneseo 2010 weeding project
Mike Curtis, Project Manager (Upstate University Health System), Adam Traub (St. John Fisher), Ed Rivenburgh (Geneseo), Mike
Mulligan (Upstate University Health System), Cyril Oberlander (Geneseo), Nathan Fixler (SUNY OLIS), Kevin Reiss (CUNY)
IDS Search Team
IDS Search Interface
In JSON or XML
Set in Marcxml
Slide by Kevin Reiss, CUNY
Cooperating & Data Sharing Strategies
Community is powerful
While all eyes are looking at
the potential in clouds…
making sense of the shapes we see
The transformation ahead is
about working together to
take risks and shape the
clouds with our users.
Did I mention scalable too?
How do we share strategies?
To The Eighth Annual
August 2-3, 2011
Please visit us: idsproject.org
& visit the
OCLC Developers Network: