Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

GIST Gift and Deselection Manager

1,884 views

Published on

Learn more about the GIST Gift & Deselection Manager, a free and open source solution for streamlining library gift processing and evaluating materials for weeding.

Published in: Education, Technology
  • Be the first to comment

  • Be the first to like this

GIST Gift and Deselection Manager

  1. 1. Getting It System Toolkit:  The GIST Gift & Deselection Manager: Redesigning gift and weeding work-flow in the library <br />Tim Bowersox, Cyril Oberlander, Kate Pitcher, Mark Sullivan<br />GIST Team<br />The State University of New York (SUNY) at Geneseo<br />Charleston Conference: Issues in Book & Serial Acquisition<br />November 6, 2010<br />
  2. 2. What is the GIST Gift and Deselection Manager (GDM)?<br />
  3. 3. GIST GDM<br />3<br />The Getting It System Toolkit (GIST) focuses on optimizing workflow by leveraging systems to do more work while reducing the staff time necessary to make informed decisions and process materials. <br />Free<br />Open-source standalone software<br />Customizable configurations<br />Automate evaluation and other processing<br />Streamline decision-making and gifts & deselection workflow<br />
  4. 4. GIST GDM<br />4<br />GDM is designed to manage and streamline library work-flow for processing gifts and evaluating materials for weeding.<br />How? By using…<br />Web services datafrom Amazon.com, Better World Books, Google Books, Hathi Trust, OCLC, and your catalog<br />
  5. 5. Select Donation Date<br />Select Donor<br />Recommendation based on Conspectus and Weighting<br /><ul><li>Do not keep
  6. 6. Keep
  7. 7. Options: Override and Review </li></ul>Wand in ISBN, or OCLC#, or do a Title Search for donation<br />Item Information:<br />Author, title, series title, imprint, LC Call no. & Dewey<br />Item Views:<br /><ul><li>Conspectus (subject analysis)
  8. 8. Collection (donation collection)
  9. 9. MaRC record
  10. 10. Book Lists – awards & custom book list alert service</li></ul>Item Information:<br />Amazon Price;<br />Full-text: Google & Hathi Trust;<br />Better World Books acceptance of Library discard<br />Holdings Information:<br /><ul><li>Held Locally – do you hold work (FRBR-ized)
  11. 11. “IDS” or Group 2 is a configurable set of OCLC symbols like consortia or local area. (FRBR-ized)
  12. 12. “NY OCLC ILL Libraries” or Group 3 is a configurable set of OCLC symbols like a state. (FRBR-ized)
  13. 13. Local Catalog link and imprint to compare editions of gift & holdings.
  14. 14. Worldcat Link to the right</li></ul>Conspectus View: is your subject and configurable decision weighting tool<br /><ul><li>Subject analysis matches on LC and Dewey, best matching conspectus values utilized.
  15. 15. Collecting level evaluates item against configurable level of interest in growing the collection in this subject area.
  16. 16. Uniqueness evaluates item against configurable level of interest in duplicating your holdings. (group 2 & 3 holdings matter to weighting, but not uniqueness)
  17. 17. “If Newer Than” limits, by a factor or strictly, by the publication dates of donated works.
  18. 18. “If Older Than” limits, by a factor or strictly, by the publication dates of donated works.
  19. 19. As you process gifts, you can adjust factors and re-caculate the weighting to see the effect on the recommendation.
  20. 20. The navigation bar at the footer allows you to view multiple conspectus values, if applicable.</li></li></ul><li>Select Donation Date<br />Select Donor<br />Recommendation based on Conspectus and Weighting<br /><ul><li>Do not keep
  21. 21. Keep
  22. 22. Options: Override and Review </li></ul>Wand in ISBN, or OCLC#, or do a Title Search for donation<br />Item Information:<br />Author, title, series title, imprint, LC Call no. & Dewey<br />Item Views:<br /><ul><li>Conspectus (subject analysis)
  23. 23. Collection (donation collection)
  24. 24. MaRC record
  25. 25. Book Lists – awards & custom book list alert service</li></ul>Item Information:<br />Amazon Price;<br />Full-text: Google & Hathi Trust;<br />Better World Books acceptance of Library discard<br />Holdings Information:<br /><ul><li>Held Locally – do you hold work (FRBR-ized)
  26. 26. “IDS” or Group 2 is a configurable set of OCLC symbols like consortia or local area. (FRBR-ized)
  27. 27. “NY OCLC ILL Libraries” or Group 3 is a configurable set of OCLC symbols like a state. (FRBR-ized)
  28. 28. Local Catalog link and imprint to compare editions of gift & holdings.
  29. 29. Worldcat Link to the right</li></ul>Conspectus View: is your subject and configurable decision weighting tool<br /><ul><li>Subject analysis matches on LC and Dewey, best matching conspectus values utilized.
  30. 30. Collecting level evaluates item against configurable level of interest in growing the collection in this subject area.
  31. 31. Uniqueness evaluates item against configurable level of interest in duplicating your holdings. (group 2 & 3 holdings matter to weighting, but not uniqueness)
  32. 32. “If Newer Than” limits, by a factor or strictly, by the publication dates of donated works.
  33. 33. “If Older Than” limits, by a factor or strictly, by the publication dates of donated works.
  34. 34. As you process gifts, you can adjust factors and re-caculate the weighting to see the effect on the recommendation.
  35. 35. The navigation bar at the footer allows you to view multiple conspectus values, if applicable.</li></li></ul><li>Questions?<br />7<br />
  36. 36. Installation & Setup<br />8<br />
  37. 37. Documentation: http://gist.idsproject.org<br />9<br />
  38. 38. Configuring GDM for the first time…<br />
  39. 39. Using GIST GDM<br />11<br />
  40. 40. Gift Manager interface<br />12<br />Title search<br />Auto Erase<br />
  41. 41. Title Search<br />
  42. 42. OCLC Connexion<br />
  43. 43. OCLC Connexion: client or browser<br />
  44. 44. Donor Thank You Letter<br />
  45. 45. 17<br />More about the GDM & how to customize<br />
  46. 46. View<br />
  47. 47. Book Lists<br />During processing, Book List matches are flagged with a red tab<br />
  48. 48. Collection Building Profile<br />20<br />What criteria are most important to you for determining…<br />
  49. 49. Conspectus: your collection building profile<br />
  50. 50. GIST Gift Manager Weighting<br />Is “If Newer Than” or “If Older Than” a strict value?<br />Does the item fall within the strict date range?<br />Set preliminary weight to 500<br />Yes<br />Yes<br />No<br />No<br />Do more than 50 Group 3 libraries own the item?<br />Set preliminary weight by age of item and “If Newer Than” and “If Older Than” preferences<br />No<br />Yes<br />Divide 10,000 by pWeight to obtain weighting score<br />pWeight = 1<br />Adjust pWeight by number of Group 2 holdings + 150<br />Adjust pWeight by number of Group 2 holdings + 2x the number of Group 3 holdings<br />Adjust pWeight if date within “If Newer Than” and by uniqueness and collection level<br />Yes<br />No<br />Yes<br />Is the Deselection Manager activated?<br />Is pWeight less than 1?<br />Adjust pWeight for local holdings, uniqueness, and collection level<br />No<br />
  51. 51. Donor<br />
  52. 52. Reviewer: review at your own risk<br />
  53. 53. Reviewer Queue: processing delays<br />
  54. 54. Questions about the Gift Manager…before we head to Deselection<br />26<br />
  55. 55. GIST Deselection Manager: item by item<br />27<br />
  56. 56. GIST Deselection Manager: Batch Analysis<br />Batch deselection<br />Import ISBN &/or OCLC# using an ILS report (e.g. 0 or low use report as a simple delimited file)<br />Run Batch Processing – GIST exports Excel file.<br />Review GDM data: Free full text, price, accepted by Better World Books, regional holdings, & more.<br />Sort by values, make decisions, then… <br />Batch remove from OCLC using Connexion<br /> (or convert records for full-text holdings?)<br />Possible Uses: <br /><ul><li>Book and journal overlap analysis
  57. 57. Identifying works to digitize
  58. 58. Identifying materials for special collections</li></li></ul><li>Extreme Weeding + Extreme Gifting<br />29<br />
  59. 59. GIST GDM & JSTOR Analysis<br />30<br />
  60. 60. Digitize or add to Special Collections?<br />31<br />
  61. 61. Stats at Milne Library, SUNY Geneseo so far…<br />32<br />
  62. 62. Questions<br />33<br />
  63. 63. 34<br />Thank you<br />GIST Team<br />Tim Bowersox, bowersox@geneseo.edu<br />Cyril Oberlander, cyril@geneseo.edu<br />Kate Pitcher, pitcher@geneseo.edu<br />Mark Sullivan, sullivm@geneseo.edu<br />http://gist.idsproject.org<br />Special Thanks<br />The GIST project is partially funded by the<br />Rochester Regional Library Council <br />through the Regional Bibliographic Databases and Interlibrary Resource Sharing Program<br />Beta testing was by Adam Traub (St. John Fisher College)<br />WorldCatAPI programming support was provided by Kyle Banerjee (Orbis Cascade Alliance) and Terry Reese (Oregon State University)<br />

×