Libraries today frequently struggle with identifying the best strategy to maximize resources, systems and staff. As collections shift from print to electronic resources, the need for new ways to manage workflows becomes more critical. With the introduction of new web-scale management systems and the looming question of when to migrate away from the traditional ILS, librarians must determine how much automation is desired vs. required – and how to balance the value of technology and human interaction.
SharePoint Saturday - Putting Paper to WorkJeff Shuey
SharePoint’s next Billion Dollar Market -
Understanding How SharePoint and Paper Work Together.
SharePoint can handle paper very effectively.
SharePoint can be used as a repository for paper based assets. The design aspects can range from simple to complex and can scale from a few dozen pages to thousands of pages to millions of pages. The innate capabilities of the SharePoint platform are perfect for capturing, extracting data, launching workflow tasks and storing paper based assets.
This demo for this session shows the basics of Document Scanning and Data Extraction. It will also discuss and show One Touch scanning operations where paper is scanned and stored as Searchable PDF files within a SharePoint environment.
The document summarizes a presentation given by Knowledge Management Associates (KMA) about what they learned at the SharePoint Conference 2011. KMA invested over $50,000 to send six people to the conference for a week. The presentation covered topics like Project Server, adoption strategies, business process automation, social computing, external websites, and business intelligence with SQL Server 2012. It provided highlights from the conference and recommendations on how attendees can apply what was learned.
This presentation was provided by Ranti Junus of Michigan State University as part of the 11th Annual NISO-BISG Forum, Ensuring the Integrated Information Experience, held on June 23 during ALA 2017 in Chicago.
This presentation was provided by Laura Dawson of HBO during the 11th Annual NISO-BISG Forum, Ensuring the Integrated Information Experience, held on June 23, 2017 at ALA in Chicago
This presentation was given by Jenn Riley of McGill University during the 11th Annual NISO-BISG Forum, Ensuring the Integrated Information Experience, held at ALA on June 23, 2017.
These slides were used during a panel discussion between Todd Carpenter (NISO), Therese Hunt (Elsevier), Becky Clark (Library of Congress), and Lettie Conrad (SAGE) during the NISO-BISG Joint Forum, held June 24, 2016 during the 2016 ALA Annual Conference in Orlando, FL.
The document announces the 10th Annual Forum on the Changing Standards Landscape hosted by NISO and BISG on June 24, 2016 in Orlando, Florida. It provides hashtags to use to tweet about the forum, thanks the event sponsor, and provides information on how to subscribe to the NISO Newsline and BISG Bulletins for updates on standards and the book industry.
SharePoint Saturday - Putting Paper to WorkJeff Shuey
SharePoint’s next Billion Dollar Market -
Understanding How SharePoint and Paper Work Together.
SharePoint can handle paper very effectively.
SharePoint can be used as a repository for paper based assets. The design aspects can range from simple to complex and can scale from a few dozen pages to thousands of pages to millions of pages. The innate capabilities of the SharePoint platform are perfect for capturing, extracting data, launching workflow tasks and storing paper based assets.
This demo for this session shows the basics of Document Scanning and Data Extraction. It will also discuss and show One Touch scanning operations where paper is scanned and stored as Searchable PDF files within a SharePoint environment.
The document summarizes a presentation given by Knowledge Management Associates (KMA) about what they learned at the SharePoint Conference 2011. KMA invested over $50,000 to send six people to the conference for a week. The presentation covered topics like Project Server, adoption strategies, business process automation, social computing, external websites, and business intelligence with SQL Server 2012. It provided highlights from the conference and recommendations on how attendees can apply what was learned.
This presentation was provided by Ranti Junus of Michigan State University as part of the 11th Annual NISO-BISG Forum, Ensuring the Integrated Information Experience, held on June 23 during ALA 2017 in Chicago.
This presentation was provided by Laura Dawson of HBO during the 11th Annual NISO-BISG Forum, Ensuring the Integrated Information Experience, held on June 23, 2017 at ALA in Chicago
This presentation was given by Jenn Riley of McGill University during the 11th Annual NISO-BISG Forum, Ensuring the Integrated Information Experience, held at ALA on June 23, 2017.
These slides were used during a panel discussion between Todd Carpenter (NISO), Therese Hunt (Elsevier), Becky Clark (Library of Congress), and Lettie Conrad (SAGE) during the NISO-BISG Joint Forum, held June 24, 2016 during the 2016 ALA Annual Conference in Orlando, FL.
The document announces the 10th Annual Forum on the Changing Standards Landscape hosted by NISO and BISG on June 24, 2016 in Orlando, Florida. It provides hashtags to use to tweet about the forum, thanks the event sponsor, and provides information on how to subscribe to the NISO Newsline and BISG Bulletins for updates on standards and the book industry.
Do you Need a New System? Jane Burke at ALIA 2013ProQuest
This document discusses the need for libraries to replace their legacy library management systems (LMS) with new, modern systems. It notes that 60% of libraries surveyed expect to replace their LMS within 4 years due to issues like lack of interoperability, inefficient workflows, limited assessment capabilities, outdated support models, and difficulties managing metadata. The document outlines how libraries currently spend thousands of hours each year on redundant metadata tasks across systems. It envisions new systems providing unified, intelligent workflows with shared, automatically updated metadata and automated processes to save libraries significant time and resources.
Learn more about GIST for ILLiad Webpages, a customizable set of tools supporting user-driven acquisitions, enhanced ILL, coordinated collection development, and merged acquisitions and ILL workflows.
Kuali OLE: A Look at our Software Deliverables Roadmap One Year OnRobert H. McDonald
This is the ppt presentation from the DLF Fall Forum 2011 entitled - Kuali OLE: A Look at our Software Deliverables Roadmap One Year On. Speakers were Kristin Antelman, Robert H. McDonald, and Mike Winkler.
What Your Library Needs to Know About Kuali Open Library Environment (OLE) an...Robert H. McDonald
The document discusses Kuali OLE, an open source library administration software being developed by the Kuali Foundation. It provides an introduction to Kuali OLE, outlines the roadmap and deliverables for year 1, and discusses future plans including additional features for release 0.3 and the roadmap for years 2 and beyond. Key components of the system architecture like the service layer design and use of Kuali technologies are also summarized.
Getting It System Toolkit - GIST for Web: Discovery & Delivery ChangedTim Bowersox
GIST (Getting It System Toolkit) is a system that enhances user request experiences and delivery services by merging acquisitions and interlibrary loan request workflows. It allows users to initiate purchase requests for materials and provides libraries with tools to make data-driven collection development decisions. Key features of GIST include customizable interfaces, integration of pricing and availability data from sources like Amazon, and routing rules to guide requests through the appropriate workflows. The system aims to optimize workflows by leveraging existing systems and reducing staff time spent on decision making and processing.
Cloud computing, a concept that has leapt onto the scene in the last few years, is available to libraries in the form of hosted systems for an ILS or for e-resource access. These systems take advantage of cheaper computing power, increased availability of services such as Amazon Web services, and new development strategies from library vendors. What does moving library information to a networked environment do to improve the overall management of the system? How can libraries leverage cloud-hosted and managed collections? Are there tradeoffs in terms of local control? Learn the answers to these and related issues at this webinar where speakers will discuss actual cloud implementations in library environments.
Retail and Wholesale Consumer Centric MerchandisingDave DeBonis
More than 1500 retailers and retail manufacturers use QlikView for better decision making. QlikView provides concise and interactive dashboards and reports across key areas such as merchandising, marketing, store operations, supply chain, and finance. QlikView creates value through its patented associative search approach that allows users to quickly access and analyze data from multiple sources in real-time to gain insights for improved business decisions.
Web Metrics vs Web Behavioral Analytics and Why You Need to Know the DifferenceAlterian
An overview of the web analytics ecosystem and uncover how web behavior analytics can free you from the status quo of just counting page views. More importantly, you will discover what you need to do to truly leverage the data that is available to you from the website.
Ultimately, you will walk away with:
• An understanding of the differences between available tools
• Insight on what data to collect on your site
• Tips to help get your manager to embrace web behavior analytics
• Checklist of next steps
The document discusses QlikView's performance in business intelligence customer loyalty and ease of use surveys. It summarizes QlikView's capabilities for quickly integrating data sources, empowering business users to make data-driven decisions, and its associative search functionality that allows users to explore data interactively. The document contrasts QlikView's approach of loading all data into memory with traditional business intelligence workflows involving extract, transform, load processes and data warehousing.
Fostering Entrepreneurship Through Cooperative Data and Services
Panel Discussion
Moderator: Karen Coombs, Product Manager, OCLC Developer Network, OCLC; Cyril Oberlander, Interim Director, Milne Library, SUNY College at Geneseo; Annette Bailey, Digital Assets Librarian, Virginia Tech and LibX
How do you take something you don’t own and improve something you do? Find out from four library technologists. This panel discussion presented how they’ve drawn cooperative library data from the cloud to inexpensively innovate and better meet their users’ needs through OCLC Web Services and created LibX. OCLC Web services makes data on libraries and collections available for additional application development. It’s all made possible through library cooperation and the OCLC Developer Network community.
This document summarizes strategies for fostering entrepreneurship through cooperative data sharing and library services. It describes the IDS Project which allows over 55 libraries to share interlibrary loan and acquisitions data. Key projects discussed include the Article Licensing Information Availability Service (ALIAS), the Getting It System Toolkit (GIST) for interlibrary loan and acquisitions workflows, and the IDS Search interface for finding holdings across multiple libraries. The document emphasizes that cooperation and sharing data can transform libraries and benefit users through services like just-in-time acquisitions and collection analysis tools. It invites readers to learn more at upcoming conferences and on the OCLC Developers Network.
This document discusses balancing governance with engagement in SharePoint environments. It defines governance and engagement, exploring how the two concepts relate and providing guidance on establishing the right balance. Key points include establishing clear yet flexible policies, focusing on education over enforcement, identifying critical and best practice guidance, and measuring risk in a quantifiable way. The document advocates for minimal but sufficient governance that improves adoption and minimizes costs and conflicts.
Ivan Chalif gave a presentation on the difference between metrics and analytics in analyzing websites. He discussed how analytics has evolved from basic log analysis in the early 1990s to incorporate behavioral data and integrate with other data sources. Metrics provide aggregated data on actions, while analytics aims to understand visitor behavior and how to improve relationships. As tools have advanced, marketers can now analyze individual visitor interactions beyond just page views. Chalif urged attendees to identify goals and data needs and make the case for behavioral analytics to managers by demonstrating potential benefits and ROI.
This presentation was provided by Kyle Banerjee of Orbis Cascade Alliance, during the NISO event, "Library Resource Management Systems: New Challenges, New Opportunities," held October 8 - 9, 2009.
Large-Scale Search Discovery Analytics with Hadoop, Mahout, SolrDataWorks Summit
This document discusses search, discovery, and analytics (SDA) using large-scale distributed technologies. It describes an SDA architecture using Apache Solr, Apache Mahout, and Apache Hadoop. Challenges of implementing SDA at scale are discussed, such as determining authoritative data stores and balancing real-time and batch processing. Specific techniques for implementing search, discovery, and experiment management are also covered.
1) The document discusses a presentation on the future of ecommerce given by Cliff Conneighton of Elastic Path Software at Web 2.0 Expo New York from October 10-13, 2011.
2) It introduces Elastic Path Software as a provider of a flexible digital commerce platform and expertise to help brands sell digital goods and services.
3) The presentation argues that ecommerce must be frictionless, social, and everywhere to keep up with digital trends, and that traditional models and software are insufficient for the demands of the new digital landscape.
Getting It System Toolkit: Enhancing User Experience & Customizing a Future f...Tim Bowersox
The document discusses the Getting It System Toolkit (GIST), which is a system that enhances users' experience of requesting and receiving resources through interlibrary loan and acquisitions. GIST integrates these workflows using ILLiad software. It provides customizable request forms and interfaces. The document outlines how to install and configure GIST, customize it for a library's needs, and integrate it with ILLiad and various APIs to provide users with purchase options and availability information. Future developments of GIST are also mentioned, including gift and de-selection management modules.
Taking Business Intelligence to the Next Level: Collaborative BIStacia Misner
Self-service BI is usually an independent activity. But when individuals discover interesting information that they want to share, they need a centralized location to do that. So that by working together, new insights are possible. And that’s what collaboration is all about. In fact, one study (Aberdeen) found that companies that excel at collaborative BI experienced a 42 percent improvement in employment productivity because the users weren’t spending as much time searching for information and they saw a 30 percent improvement in business process efficiency. Furthermore, these companies saw BI adoption increase by 40 percent. As more people see the benefits of the solution, they become more likely to use it.
Women and Social Movements in Modern Empires Since 1820 - Selections from Doc...ProQuest
This document provides summaries of women's movements and involvement in various empires between 1820-2012. It includes 9 sections summarizing resources from the Habsburg Empire, British Empire, Japanese Empire, Ottoman Empire, Russian Empire, Dutch Empire, and French Empire. The resources described include publications, letters, interviews, and records that showcase women's roles in independence movements, education, labor issues, and resisting colonial rule and oppression across multiple regions in Europe, Asia, Africa, and the Middle East.
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Do you Need a New System? Jane Burke at ALIA 2013ProQuest
This document discusses the need for libraries to replace their legacy library management systems (LMS) with new, modern systems. It notes that 60% of libraries surveyed expect to replace their LMS within 4 years due to issues like lack of interoperability, inefficient workflows, limited assessment capabilities, outdated support models, and difficulties managing metadata. The document outlines how libraries currently spend thousands of hours each year on redundant metadata tasks across systems. It envisions new systems providing unified, intelligent workflows with shared, automatically updated metadata and automated processes to save libraries significant time and resources.
Learn more about GIST for ILLiad Webpages, a customizable set of tools supporting user-driven acquisitions, enhanced ILL, coordinated collection development, and merged acquisitions and ILL workflows.
Kuali OLE: A Look at our Software Deliverables Roadmap One Year OnRobert H. McDonald
This is the ppt presentation from the DLF Fall Forum 2011 entitled - Kuali OLE: A Look at our Software Deliverables Roadmap One Year On. Speakers were Kristin Antelman, Robert H. McDonald, and Mike Winkler.
What Your Library Needs to Know About Kuali Open Library Environment (OLE) an...Robert H. McDonald
The document discusses Kuali OLE, an open source library administration software being developed by the Kuali Foundation. It provides an introduction to Kuali OLE, outlines the roadmap and deliverables for year 1, and discusses future plans including additional features for release 0.3 and the roadmap for years 2 and beyond. Key components of the system architecture like the service layer design and use of Kuali technologies are also summarized.
Getting It System Toolkit - GIST for Web: Discovery & Delivery ChangedTim Bowersox
GIST (Getting It System Toolkit) is a system that enhances user request experiences and delivery services by merging acquisitions and interlibrary loan request workflows. It allows users to initiate purchase requests for materials and provides libraries with tools to make data-driven collection development decisions. Key features of GIST include customizable interfaces, integration of pricing and availability data from sources like Amazon, and routing rules to guide requests through the appropriate workflows. The system aims to optimize workflows by leveraging existing systems and reducing staff time spent on decision making and processing.
Cloud computing, a concept that has leapt onto the scene in the last few years, is available to libraries in the form of hosted systems for an ILS or for e-resource access. These systems take advantage of cheaper computing power, increased availability of services such as Amazon Web services, and new development strategies from library vendors. What does moving library information to a networked environment do to improve the overall management of the system? How can libraries leverage cloud-hosted and managed collections? Are there tradeoffs in terms of local control? Learn the answers to these and related issues at this webinar where speakers will discuss actual cloud implementations in library environments.
Retail and Wholesale Consumer Centric MerchandisingDave DeBonis
More than 1500 retailers and retail manufacturers use QlikView for better decision making. QlikView provides concise and interactive dashboards and reports across key areas such as merchandising, marketing, store operations, supply chain, and finance. QlikView creates value through its patented associative search approach that allows users to quickly access and analyze data from multiple sources in real-time to gain insights for improved business decisions.
Web Metrics vs Web Behavioral Analytics and Why You Need to Know the DifferenceAlterian
An overview of the web analytics ecosystem and uncover how web behavior analytics can free you from the status quo of just counting page views. More importantly, you will discover what you need to do to truly leverage the data that is available to you from the website.
Ultimately, you will walk away with:
• An understanding of the differences between available tools
• Insight on what data to collect on your site
• Tips to help get your manager to embrace web behavior analytics
• Checklist of next steps
The document discusses QlikView's performance in business intelligence customer loyalty and ease of use surveys. It summarizes QlikView's capabilities for quickly integrating data sources, empowering business users to make data-driven decisions, and its associative search functionality that allows users to explore data interactively. The document contrasts QlikView's approach of loading all data into memory with traditional business intelligence workflows involving extract, transform, load processes and data warehousing.
Fostering Entrepreneurship Through Cooperative Data and Services
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How do you take something you don’t own and improve something you do? Find out from four library technologists. This panel discussion presented how they’ve drawn cooperative library data from the cloud to inexpensively innovate and better meet their users’ needs through OCLC Web Services and created LibX. OCLC Web services makes data on libraries and collections available for additional application development. It’s all made possible through library cooperation and the OCLC Developer Network community.
This document summarizes strategies for fostering entrepreneurship through cooperative data sharing and library services. It describes the IDS Project which allows over 55 libraries to share interlibrary loan and acquisitions data. Key projects discussed include the Article Licensing Information Availability Service (ALIAS), the Getting It System Toolkit (GIST) for interlibrary loan and acquisitions workflows, and the IDS Search interface for finding holdings across multiple libraries. The document emphasizes that cooperation and sharing data can transform libraries and benefit users through services like just-in-time acquisitions and collection analysis tools. It invites readers to learn more at upcoming conferences and on the OCLC Developers Network.
This document discusses balancing governance with engagement in SharePoint environments. It defines governance and engagement, exploring how the two concepts relate and providing guidance on establishing the right balance. Key points include establishing clear yet flexible policies, focusing on education over enforcement, identifying critical and best practice guidance, and measuring risk in a quantifiable way. The document advocates for minimal but sufficient governance that improves adoption and minimizes costs and conflicts.
Ivan Chalif gave a presentation on the difference between metrics and analytics in analyzing websites. He discussed how analytics has evolved from basic log analysis in the early 1990s to incorporate behavioral data and integrate with other data sources. Metrics provide aggregated data on actions, while analytics aims to understand visitor behavior and how to improve relationships. As tools have advanced, marketers can now analyze individual visitor interactions beyond just page views. Chalif urged attendees to identify goals and data needs and make the case for behavioral analytics to managers by demonstrating potential benefits and ROI.
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Self-service BI is usually an independent activity. But when individuals discover interesting information that they want to share, they need a centralized location to do that. So that by working together, new insights are possible. And that’s what collaboration is all about. In fact, one study (Aberdeen) found that companies that excel at collaborative BI experienced a 42 percent improvement in employment productivity because the users weren’t spending as much time searching for information and they saw a 30 percent improvement in business process efficiency. Furthermore, these companies saw BI adoption increase by 40 percent. As more people see the benefits of the solution, they become more likely to use it.
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Charleston 2012 - Let it Flow: Effectiveness of Unified and Intelligent Workflows in the Library
1. Let It Flow: Effectiveness of Unified and Intelligent Workflows in the Library
Charleston 2012 #Charleston12
Anne Prestamo, Oklahoma State University
Cyril Oberlander, SUNY Geneseo
Phyllis Kaiden, Serials Solutions
4. Posing the question:
• How can library systems
transform decision making?
• What are libraries doing
today?
• Conversations with 60
libraries.
5. Intelligent Workflows at 2 Libraries
Cyril Oberlander,
Director, SUNY Geneseo –
Let Recommendations and
Work Flow
Anne Prestamo,
Associate Dean, Oklahoma
State University – Today’s
Reality, Tomorrow’s Ideal
7. Guidelines
Buy books requested via ILL, UNLESS:
• Items already owned by the OSU Libraries
• Publication date is older than the current fiscal year & the 4 previous
years
• Items priced at $150.00 or more
• Blocked publishers/plans - standing orders or other plans as identified
by ACQ staff (i.e. best seller plan)
• Excluded formats
o Audio-visual materials such as DVD's, CD's, audio books, etc.
o Non-English language books
o Textbooks as designated by OCLC or Barnes & Noble
o Workbooks, or manuals, e.g. lab manuals or solution manuals
o Software manuals
o Music scores
o Journal or serial volumes
o Dissertations or theses
o Conference proceedings
9. Buy vs Borrow Workflow
Patron
request
YBP Receive ebook
YBP Yes
Purchase link and send
ebook?
Process to ILL
ILL Staff No
search ILS
Amazon Catalog Book
Amazon Yes
Purchase and send to
book?
Process ILL
Yes
Owned? No
No Notify Patron
Borrow
(ILLiad)
Yes
Meets Buy
criteria?
No
10. Let recommendations and work flow
Getting It System Toolkit (GIST) & Decision Making Streamlining
GIST Team, SUNY Geneseo
Tim Bowersox, bowersox@geneseo.edu
Cyril Oberlander, cyril@geneseo.edu
Kate Pitcher, pitcher@geneseo.edu
Mark Sullivan, sullivm@geneseo.edu
GISTLIBRARY.ORG
11. Economic Transformations
Monograph Spending/Sharing & ILL
Association of Research Libraries 2008-2009
ILL
Cost #
Titles
With
# ILL
Titles / rights
Student
Purchased
2009 over 11 Million ILL requests (ALA)
2010 ~ 9.6M OCLC ILL requests (OCLC)
12. Decision Engines are key to innovation = Collection Building Profiles + Automation
Workflow must understand our profiles & criteria, gather & incorporate valued
data to help us make decisions quickly – so we can innovate services.
• What criteria are most important to you for determining collection decisions?
• How do you leverage data & services to make workflow streamlined & automated?
Accept this Buy or Evaluate
Gift Borrow this Book
? ? ?
13. GIST uses Conspectus
as your customizable collection building profile
The OCLC Conspectus is a subject
hierarchy consisting of divisions,
categories, and subjects.
Subject
Collecting Division
Level
Range 0-5 LC & Dewey
Consortia
& Regional
Holdings
Factors you profile to make
a Decision Engine
16. GIST for ILLiad – buy & borrow workflow in 1 platform
Acquisitions Manager
Order, encumber, and fulfill—
Acquisitions all within ILLiad.
Automated &/or Manual
Transfer
GIST for ILLiad Webpages
GIST allows ILLiad to route patron requests automatically GIST ILLiad tables
using your buy vs. borrow criteria.
View availability and price data
Interlibrary
in one place.
Loan
17. GIST Webpage End user sees data that matters and helps our decisions…
Features
• Amazon Reviews
• Discovers full-text from
Google Books, Hathi Trust,
Internet Archive & more
• Discovers Local holdings &
links to local catalog
• Pricing options for end-users
• Custom user questions
• Worldcat group holdings
data
Automation & Strategies…
• Route requests with Full-Text
to special queues
• Route requests with no
consortia holdings to
purchasing evaluation
queues
• User (status specific)
purchase requests
• Other ideas…
18. GIST ILLIAD Addons – staff open request & opens service + auto-searches
Acq + ILL Staff access any web services for purchasing, cataloging, downloading, etc.
• Amazon
• GOBI
• OCLC Connexion
• & 20+ more…
19. GIST Acquisitions Manager Automated
Conspectus built into ILL & Acquisitions workflow customizable
Acquisitions Addon collection
building profile
for Acquisitions
& ILL
Purchase Addon
21. GIST Gift & Deselection Manager It’s FREE!
open source standalone system for Gifts & Collection Evaluation
22. Gift Automation @ 3 second processing
Features Included:
• Auto-Wish list
detection (default
Caldecott &
Newbery Awards)
• Recommendation
automated by your
OCLC Connexion Donor Letter Conspectus
(auto-searched) (automated)
• Detects Hathi &
Google Books full-
view
• Review by subject,
email, print
• & much more…
24. GDM: Batch Collection Evaluation or Deselection
1. 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?)
Practical Uses
• Batch collection evaluation for weeding, what is rare,
digitized, regional holdings, etc.?
• Book and journal duplication analysis
• Identifying works to digitize
• Identifying materials for special collections
25. Conspectus + Recommendation + Automation
Your profile + Item/Request + Data
Accept this Buy or Evaluate
Gift Borrow this Book
26. Decision Making Engine: Automate your recommendation work flow
Why? GISTLIBRARY.ORG
To empower us for our future…
by unlocking the talent and time of people in our libraries
We/Libraries need…
• Strategic options
• Platforms that enable us to focus our time and talent to transform and provide
new services to help the future of higher education;
• Publishing Services – academic content distribution models
• Digital Scholarship & Digital Projects – academic R & D, & distribution
• Data Management – academic content distribution models
• Project Management - academic R & D, & knowledge management
• Instructional Design – transforming learning environments & assessment
• and more
We/Libraries need to make every decision count…
• SUNY Geneseo and other development partner libraries are working with Serials Solutions
and applying our expertise to help develop a new library system.
• SUNY Geneseo & IDS Project also works with Atlas Systems, Copyright Clearance Center,
OCLC, other vendors and other libraries to develop library systems and solutions.
28. A Unique Solution
Unified, intelligent workflows
Knowledgebase
Assessment
Interoperable
Developed and supported by Serials Solutions
29. Serials Solutions Knowledgebase
Metadata for Rules,
New Content Normalization,
Types (e.g. Standardization,
A/V) Cataloging
Industry
Ulrich’s Authority Data
(all) (e.g. LCNA,
LCSA)
KnowledgeWorks New Business
metadata (e.g.
(all)
KB standard licenses)
31. Interoperability
Campus
systems
PDA Consortia
Vendors Intota Discovery
32. Decision Support Engine
Components
Conditions Actions Rules
Rule: If <condition> then <action>
If database cancel-date = today then deactivate titles
and alert Collection Development
33. OSU Buy vs Borrow Workflow - Current
Patron
request
YBP Receive ebook
YBP Yes
Purchase link and send
ebook?
Process to ILL
ILL Staff No
search ILS
Amazon Catalog Book
Amazon Yes
Purchase and send to
book?
Process ILL
Yes
Owned? No
No Notify Patron
Borrow
(ILLiad)
Yes
Meets Buy
criteria?
No
34. Automatically check for
ownership?
Automatically know if a
request meets Buy Criteria?
Automatically place the order
What if your
with preferred vendor? system
Automatically add record to
our catalog? could:
Automatically notify patron of
availability?
35. Data + Actions + Rules = Intelligent
Buy vs Borrow rule
If requested item not owned by library and
Publication date > (current year minus 5) and
Cost < $150 and
Format = (allowed formats) and
available from preferred vendor
Then place order with vendor and
Notify selector and patron
Else borrow and notify ILL and patron
36. OSU Buy vs Borrow Workflow - Future
Patron
request
YBP Receive ebook
YBP Yes
Purchase link and send
ebook?
Process System adds to ILL
ILL Staff No System to catalog;
search ILS acquires interoperates
material, Amazon with vendor Catalog Book
Amazon mediated or
Yes
Purchase and ILL to and send to
System book? unmediated
receives
Process fulfill patron ILL
Yes workflow request
Owned? request and No
assesses buy
No vs borrow Notify Patron
Borrow
(ILLiad)
Yes
Meets Buy
criteria?
No
37. What can you imagine?
Survey of ideas
What have you done?
What else is possible?
Enjoy the chocolate!
• Anne Prestamo, Oklahoma State University, anne.prestamo@okstate.edu
• Cyril Oberlander, SUNY Geneseo, oberland@geneseo.edu
• Phyllis Kaiden, Serials Solutions, phyllis.kaiden@serialssolutions.com