Fostering Entrepreneurship through Cooperative Data and Services


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Cyril Oberlander

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  • TPAM
  • TPAM
  • Generic License Manager
  • 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:
  • 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.
  • IDS Search
  • 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

    1. 1. Fostering Entrepreneurship through Cooperative Data and Services Cyril Oberlander Interim Director State University of New York, Geneseo
    2. 2. Cooperative librarians fostering entrepreneurship with data and services (title remix) What is it? It’s a people project a community transformation of libraries
    3. 3. Cooperating & Data Sharing Strategies 55+ instances of ILLiad Libraries Transaction Performance Analysis Module
    4. 4. Creating a cloud- then extending it
    5. 5. 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.
    6. 6. Cooperating & Data Sharing Strategies Getting It System Toolkit – GIST Team Kate Pitcher Cyril Oberlander Tim Bowersox Mark Sullivan
    7. 7. GIST User Interface 4/14/2014 7
    8. 8. GIST Request Interlibrary Loan / IDS Cancel or Unfilled Filled Borrow Acquisitions Filled Buy Cancel or Borrow GIST ILL & ACQ Workflow using ILLiad Requests are Transferable What is the future of ILL & Acquisitions?
    9. 9. Cooperating & Data Sharing Strategies GIST Web 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)
    10. 10. Select Donor Wand in ISBN, or OCLC#, or do a Title Search for donation Item Information: Author, title, series title, imprint, LC Call no. & Dewey Item Information: Amazon Price; Full-text: Google & Hathi Trust; Better World Books acceptance of Library discard Holdings Information: • Held Locally – do you hold work (FRBR-ized) • “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 Item Views: • Conspectus (subject analysis) • Collection (donation collection) • MaRC record • Book Lists – awards & custom book list alert service Conspectus View: is your subject and configurable decision weighting tool • Subject analysis matches on LC and Dewey, best matching conspectus values utilized. • 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 works. • “If Older Than” limits, by a factor or strictly, by the publication dates of donated works. • 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 Recommendation based on Conspectus and Weighting • Do not keep • Keep • Options: Override and Review Select Donation Date This is the GDM Gift Interface after you wand in a book’s ISBN (or run a title search)
    11. 11. Title Search Go ahead, search by title, limit to phrase and/or year, format, and sort… Search – then double click on selection and GDM does the rest…
    12. 12. OCLC Connexion If you decide to keep this one, simply click on OCLC Connexion to catalog using your favorite platform.
    13. 13. OCLC Connexion: client or browser OK catalogers – you know what to do here to attach a symbol and download a record… Note: same process for individual deselection in deselection mode.
    14. 14. 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, etc.
    15. 15. 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 profile.
    16. 16. Gift Stats @ Milne Library SUNY Geneseo 16 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
    17. 17. GIST Deselection Manager: item by item 17 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.
    18. 18. GIST Deselection Manager: or Batch Analysis Mode 18 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
    19. 19. 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
    20. 20. Weeding & Full Text – derive or not to be derived? 20 13 % of titles in storage are available FULL-TEXT through Hathi Trust digital repository 31,436 4,136 SUNY Geneseo 2010 weeding project Total titles Hathi Trust
    21. 21. Cooperating & Data Sharing Strategies
    22. 22. 22 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
    23. 23. IDS Search Interface Worldcat Search API OCLC Bibliographic Data OCLC Holdings Data IDS Search Availability Service CUNY Aleph Database Result Facets Related Subjects Yahoo Spell Check Google Books Preview IDS Search Application Item Availability In JSON or XML Worldcat Result Set in Marcxml Aleph z39.50 Server Slide by Kevin Reiss, CUNY
    24. 24. 2 4
    25. 25. 2 5
    26. 26. 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?
    27. 27. OCLC Developers Network
    28. 28.
    29. 29. 29 To The Eighth Annual Information Delivery Services (IDS) Summer Conference! August 2-3, 2011 Albany, NY Please visit us: & visit the OCLC Developers Network: