The HIKE project aimed to evaluate integrating data between the KB+ knowledge base and local systems, and evaluating Intota as a potential replacement for the traditional library management system. It mapped existing electronic resources workflows and found inefficiencies in dealing with different formats. It tested KB+ and compared it to 360 Resource Manager, finding KB+ better for managing deals. The project recommended next steps including adopting Summon, embedding KB+ and 360 in workflows, and forming an Intota working group.

1. HIKE Project Overview
Graham Stone
Information Resources Manager/Senior Research
Fellow
Library Systems Programme Workshop
15 July 2013
This work is licensed under a
Creative Commons Attribution 3.0
Unported License
#JiscHIKE
http://eprints.hud.ac.uk/17954

2. Project summary
Success factors for the project
• To investigate and evaluate the possibility of integrating
data flows between KB+ and local knowledge bases at
Huddersfield and the Serials Solutions knowledgebase
behind Intota
• To evaluate the suitability and potential of Intota as a
replacement to the traditional LMS in the UK market and
make recommendations for further enhancements to
Serials Solutions.

3. Project Blog
http://library.hud.ac.uk/blogs/projects/hike/

4. Legacy systems
Criticisms of the traditional LMS
• Inability to deal with the changing formats of resources,
digital resources have superseded print collections often
leading to complaints by staff that the system is not up to
the job
• Confusion created by the different interfaces
encountered by users as they search for information.
Users familiar with the ease of searching the internet
desire the same ease when searching the library for
information
Yongming, Wang and Dawes, Trevor A., The next generation Integrated Library System: a
promise fulfilled, Information Technology and Libraries, September 2012, 76-84.

5. Intota
• A single, Software-as-a-Service solution that aims to
support the entire resource lifecycle for libraries,
including selection, acquisition, cataloguing, discovery
and fulfilment regardless of the format of the resource
• Described as “a true cloud computing solution” and a
“total approach from end user discovery to the library’s
back room”
Grant, Carl, The future of library systems: library services platforms, Information standards quarterly, 24 (4) (2012), p.4-15

6. Knowledge Base +
Developed from the SCONUL Shared Services
for Electronic Resources Management Project
• One of the main issues that arose the SCONUL project
was that management and maintenance of correct data
across a wide variety of library systems is an
unnecessary and costly duplication of staff time
• KB+ will help to alleviate this by:
– Providing accurate and up to date resource management
information
– Facilitating the ability to share data between diverse systems

7. Workflows
Looking for known knowns!
• Before we can know what we want from such a new
system we need to understand the issues that arise from
the workflows and processes we have in place for the
current LMS and related university systems
• Once we have established the problems and frustrations
library staff and users feel we can identify what we
expect from the new systems, and where they can
improve on the older models

8. Workflows
Starting backwards
• We have been looking at backroom processes
– Circulation isn’t broke
– Systems and workflows are currently based around print not ‘e’
– Intota is being developed from the knowledge base up
– KB+ is being developed as a national knowledge base

9. Workflows
E-resources
• Mapped e-resource
workflows as part of the
‘Shared ERM
requirements project’…

10. Workflows
E-resources
• Mapped e-resource
workflows as part of the
‘Shared ERM
requirements project’…

11. Workflows
E-resources
TERMS: Techniques for Electronic Resource Management
http://library.hud.ac.uk/wikiterms/Main_Page

12. Workflows
Acquisitions
• Ordering processes
– DawsonEnter workflow
– eBook workflow
– Suppliers within the National Book contract
– Suppliers outside the National Book contract

13. Workflows
Vertical analysis showing complexity
Based on Mumford, Enid, Designing Human Systems for New Technology:
The ETHICS Method, Manchester, Manchester Business School, 1983.
1. Operating activities
2. Problem prevention/solution
3. Co-ordination activities
4. Development activities
5. Control activities

14. Workflows
Looking for efficiencies
• A new system would have to:
– Streamline the ordering processes
– Reduce the number of systems used and creating efficiencies
while ordering
– Create efficiencies in the initial ordering process
– Reduce delays in order to shelf time
– Provide instant access to e-books
– Provide improved reporting features on the acquisitions module

15. KnowledgeBase+
Testing
• We have done lots of user testing!
– Licences
– Core subscriptions
– Big deal renewals
• Compared KB+ with 360 Resources Manager
– Aims and objectives of the 2 systems
– Population of the 2 systems
– Functionality of the 2 systems

16. KnowledgeBase+/Resource Manager
Comparison
• To understand how the systems will help us with our
workflows
• To access the appropriateness of each resource
– For those that have both, we recommend adding data to KB+
first – others may disagree
– We see KB+ as an ideal tool for those wishing to manage
NESLi2 deals
– 360 Resource Manager is more interactive and suitable for all e-
resources
– However, loading data into KB+ will improve the data in 360
Resource Manager and other commercial knowledge bases

17. The ideal workflow?
Under construction
http://www.flickr.com/photos/lou/1353616104/

18. “While some staff will eagerly and enthusiastically embrace
this change, others will struggle giving up something they
know to adopt the unknown, even if they know it is better
than what they have.”
http://farm5.staticflickr.com/4139/5060141542_6fcc61fbee_o.jpg
Martin, Jason, That’s how we do things around here: organizational culture (and change) in libraries, In the Library with the Lead Pipe, August 22, 2012.

19. The final report
…or start point!
• Provided a list of
recommendations and
implications for:
– KB+
– Serials Solutions
– Jisc
– Wider community
– University of Huddersfield

20. Moving forward
2013/14
• Replace the OPAC with Summon (Sep 2013)
• Embed KB+ and 360 Resource Manager into our
workflows (Dec 2013)
• Further revise workflows across the whole service
– Circulation
– Inter-Library Loans
• Form an Intota working party
– Review other Library Services Platforms
– Change management

21. Project Blog
http://library.hud.ac.uk/blogs/projects/hike/
This work is licensed under a
Creative Commons Attribution 3.0
Unported License
#JiscHIKE
http://eprints.hud.ac.uk/17954