This presentation introduces the third phase of GIST. The Acquisitions Manager is a suite of addons, workflows, and ILLiad webpage customizations that transform ILLiad into a full-featured acquisitions client and empowers libraries to improve the way they buy and borrow materials.

1. Getting It System Toolkit:GIST a Remix Tim Bowersox Cyril Oberlander Kate Pitcher Mark Sullivan ILLiad Conference March 24th, 2011

2. What were we thinking? Getting It System Toolkit – GIST Team Kate Pitcher Cyril Oberlander Tim Bowersox Mark Sullivan Minerva

3. User + Data + Streamline Workflow = User focused library = Smart, customizable & streamlined workflow = Empowering us for our future Why not – it’s fun

4. GIST for ILLiad Webpages

5. GIST ILL & Acquisitions Workflow using ILLiad Requests are Transferable

6. Build your smart workflow Data for staff decision Data for user decision Acquisition Work flow User ILL Work flow Which service? Just select an Addon Purchase Borrow Catalog Receive Receive

13. Enhancing ILL Service Leverage the buying power of Acquisitions Buy what you cannot borrow Buy when it’s cheaper than borrowing Buy when it’s not in your region Informed users = informed requests Enhanced webpages offer discovery tools Promotes local holdings & online full text ILLiad client enhancements Suite of addons for full text/price discovery New GIST tables support automated routing

14. Old vs. New GIST for ILLiad Webpages Enhanced webpages Amazon review & price Full text options Local & group holdings User feedback Acquisitions workflow Setup in Doc Del Route to/from ILL Imported data & feedback Patron communication GIST Acquisitions Manager Streamlined webpages Slimmer interface Promotes local/full text Budget interface Dedicated ILLiad tables Linked to ILLiad tables No more repurposing fields Management tools Administer funds Manage vendors Purchase items Track orders Catalog records Conspectus: Machine readable collection building profile…whew!

15. GIST Vendor GIST History GIST ILLiad Tables Schematic GIST Invoice GIST Web Transactions GIST Funds Users GIST Conspectus GIST Fund Link

17. Purchase recommendation

18. Full text flag & URL

19. Local holdings flagGIST Invoice GIST Web Transactions GIST Funds Users GIST Conspectus GIST Fund Link

21. One user can belong to multiple fundsUsers GIST Conspectus GIST Fund Link

23. Set by department or user

24. Query adjusts balancesGIST Web Transactions GIST Funds Users GIST Conspectus GIST Fund Link

26. Lets you review the history of purchase transactionsGIST Invoice GIST Web Transactions GIST Funds Users GIST Conspectus GIST Fund Link

28. Transaction detailGIST Invoice GIST Web Transactions GIST Funds Users GIST Conspectus GIST Fund Link

30. Stores your local discounts and sales repsGIST Invoice GIST Web Transactions GIST Funds Users GIST Conspectus GIST Fund Link

32. By subject area, date, and holdingsUsers GIST Conspectus GIST Fund Link

33. Current Webpage Features Amazon.com API data Product descriptions & book covers User ratings & reviews WorldCat Search API data Local holdings Group holdings w/ ILL delivery estimate Google Books, Index Data, & Hathi Trust APIs Full text, preview, or table of contents availability Index data includes Project Gutenberg & Internet Archive Better World Books API Pricing for available titles User feedback Repurposes current ILLiad fields Purchase recommendations, importance, & delivery preference

34. New Webpage Enhancements Streamlined interface Two columns Item information & Amazon API item info Delivery options, in order of immediacy Simple style sheet Updates the Transactions & GISTWeb tables Regular request info as before User feedback & API data go to new GISTWeb Will eventually display a faculty user’s budget

36. Auto-fill info by ISBN

38. By default, ILL request

40. Avg. customer review

41. Product description

46. Acquisitions Workflow GIST GIST GIST

47. GIST Acquisitions Manager Top-level addon in main client window Manage your GIST table data Budget: manage your funding allocations User-specific funds Department-specific funds Vendors: manage vendor details in one place Conspectus: identify areas of collection growth Weight subject areas to inform purchasing decisions Specify favored publishers

49. Username(s)

50. Actual balance

51. Encumbrances

52. Current year info

54. API keys

55. Store username and passwords

57. How many duplicates?

58. Publication date limits

60. GIST Purchase and Acquisitions Request-level addons

62. Import price from most

63. Some informational sites such as IMDB

65. # of copies in region?

66. Purchase request?

67. Conspectus growth area?

69. Add symbol to record

71. # of copies in region?

72. Purchase request?

73. Conspectus growth area?

75. Update budget and funds

77. # of copies in region?

78. Purchase request?

79. Conspectus growth area?

85. Secondary library fund also available

86. Updates Commitments and Expenditures

89. Full text?

93. Building Change Project Management Technical Strategies Technical skills and software knowledge Hosted server? Political Strategies Admin Leadership Partnerships: Acquisitions Collection Development IT Vision: What does a transformed library look like?

94. Thank you! Presentations, documentation, downloads, & listserv available at:http://gist.idsproject.org