Cyril

So what is GIST? GIST is a customizable set of tools and workflows for ILLiad 8 that enhances: interlibrary loan and just-in-time acquisitions services; purchase request processing; and coordinated collection development efforts. GIST enables acquisitions staff to benefit from ILLiad’s request management system, and GIST makes ILLiad an even more powerful tool for ILL.

Add that the reality of our numerous disparate request systems, which serve as vehicles for end user services, sends the message that our creativity, well intentioned, has run amok with functional divisions. How does the very fractured service design or request environment we offer make any sense to our users? If anything, it is reinforcement of the internal reality…

Our house and family aren’t exactly on the same page, CLICK let’s look at the most obvious trend toward convergence with selection, just in time acquisitions, and purchase on demand… Each stakeholder has very different views (ALA divisions, journal titles, etc.) of the elephant in the room, and each library type has a rather isolated view of the piece of the elephant they have. This is similar to Reference and Circulation. The elephant is the relationship between collection, community, our identities and workflow…

The economy is telling us… Consider what I found searching 110 ILL book requests from one day spring 2008. Highlight screen findings The reality of weeding for 10-20 years, & print-on-demand publishing will have a significant impact on the book market, and possible strategies for libraries. But don’t let an old ILL Librarian just say that… CLICK Acquisitions and collection development librarians are saying that too.

http://www.arl.org/bm~doc/arlstat08.pdf p. 46, 17

Do they know how much of their monograph budget is spent on this?

MARK So enough talking around GIST, let’s show you the details – this is a screenshot of the GIST ILLiad web interface, as seen from an open-url request initiated from the worldcat database. This version has an ISBN lookup feature also, in case you are on the blank form and just want to add an ISBN and have all the information added to the form automatically. This interface conforms to your local ILLiad web interface, so your stylesheets control the look. These forms can be customized to user status, and much more…

Perhaps most important is that the views the user and staff see are configurable and information dependent. So, in the basic view of the GIST Form, important to note is that the components that pulls in data from other services, i.e. Worldcat, Google, Amazon, etc., will not be shown if no data is matched during the requesting process, and in the configuration file, it is easy to turn a component on or off, or hide them within the web page, or customize the display values. In the STAFF VIEW pre-searched data is automatically added to the staff view and turned into meaningful routing rules can be applied to route requests into specific process queues, or to make it easy to compare the cost of buying with borrowing. So let’s look @ more details…

There are 5 API components in the GIST interface; Worldcat API, Google Books, Index Data, Amazon, and purchasing options. By default, they are activated, however, the library can simply turn off any component they do not want to see, and how the data from each component is highly configurable for end-user, as well as, staff within the ILLiad request. The Worldcat API – Terry Reese, Oregon State University and Kyle Bannerjee, Summit originally developed the Worldcat API for GIST, later modified and configured to work with ILLiad by Mark Sullivan. The purpose of the Worldcat API component is to bring back holdings information to the user – if held locally, it says so and the Please check your catalog is a one click into a search of your catalog using the OCLC#. The availability and estimated delivery time is set to 2 configurable groups – you might want one for your resource sharing consortia (of which turnaround times might be consistent), and the other is your state. Google Books API enhances the user’s evaluation of the material they are requesting with additional data, such as Table of Contents or Partial Text Available, however, the user may also discover that the item they need is Full Text Available. Both ILL and Acquisitions staff see GOOGL (Google’s OCLC symbol) when a requested item is available full text, and at Geneseo, a routing rule automatically places the request in a specific queue – the staff will send the user an email using ILLiad that has the Google Book URL, and copies the electronic resources librarian to please catalog the resource. Similarly with Index Data API, a combined search of various free full text and audio sources from Open Content Alliance, Internet Archive, Gutenberg, etc. is performed and results may interest the user. The staff see INARC (Internet Archives OCLC Symbol) when a requested item is available from the Index Data sources, and again, a routing rule places that request in a specific queue for staff. Amazons API was initially designed by Portland State University as the Price Grabber, but Mark Sullivan remade that program in .NET to be the Amazon Price Reviewer and more. This enables users more evaluation data to help their request decision making process. It also provides data for the purchasing options. Purchasing Options is a combination of API data from Amazon, Better World Books, and Google Books. This service enables users to see price data, and click through to buy. If they buy from Amazon or Better World Books, our accounts are given credit for referring buyers. What the ILL and Acquisitions staff see in the ILLiad request is Amazon’s new and lowest cost to buy the item – which for ILL helps them determine if buying is less expensive than borrowing – there are a lot of libraries out there that charge $20 / request. For Acquisitions staff, the purchasing data eliminates the need for searching various prices. We have asked many of the book jobbers and dealers for APIs, so as we hear back from them, we plan to incorporate more, and enable easy configuration so that a library with preferred or specific vendors can activate only those purchasing APIs. Last point we want to emphasize is that all this is very flexible, where it appears, how it looks to user and staff, so we see this as really the first template of many, as libraries adapt this, as they customize views to specific user status; faculty, student, administrator, etc.

We ask our users for feedback – and you might call their responses tagging. An ILL request in ILLiad’s web pages becomes an Acquisitions request when the user selects Purchase to answer “Would you recommend Milne Library purchase this item?” As we said before, all the text, answers, and routings are customizable. The selection here is default blank, so unless the user specifies, it will be a borrowing request (unless the ILL librarian routes the ILL request to acquisitions). Second feedback question is how essential is this to your research or teaching? Are you wondering how many people actually click on the unsure and unessential – wait, you will see? Final feedback is finding out their delivery preference, and for the case of course reserves, they simply add the class info to the notes so when the purchased item comes in, it can be immediately placed on reserves and an email sent out from ILLiad. Again, all this is customizable by your ILLiad web and workflow experts.

Because GIST tools are customizable components, and libraries do love doing things there own way, we would expect to see a diversity of adaptation based on local practices and politics. illustrate

KATE GIST requests can be either an ILL or Acquisitions request. For Geneseo, if the user recommends the library purchase the work, then the request is automatically routed into an acquisitions queue in ILLiad’s Document Delivery Module.

GIST requests are placed in ILLiad’s Document Delivery menu – and processed by Acquisitions staff at Geneseo. [ANIMATION AUTOMATICALLY IN 3 SECONDS] You’ll notice that there are some custom queues specifically for purchase requests. These queues are grouped within the Acquisitions category, which ILL staff can collapse to keep out of the way. Likewise, the ILL queues have been similarly grouped, which allows Acquisitions staff to hide them. In this example, my request went to Awaiting Acquisitions Processing because it wasn’t held locally and was not held by enough CCD libraries

GIST uses the WorldCat API to see how many libraries in the CCD group own the item, then sticks that number into the Call Number field. You’ll also notice that GIST imports the number of IDS libraries that own the item into the Location field. For ILL, this is what allowed the web request form to provide a delivery estimate for the user, however, for acquisitions – it’s a way to gauge the diversity of a cooperative collection automatically. Both fields were customized in the client to include more descriptive labels. And you can customize these fields to apply to whichever groups of libraries you’d like Summit, Oregon, NW, etc. Also included are OCLC and ISBN numbers for quick cataloging or other searching as needed.

ANIMATIONS: Automatically in 3 seconds: item info On click: item info disappears; general request info appears; On click: general info disappears; user feedback appears

Here’s a screenshot of the add-on in ILLiad for Amazon

One click of the button, and an email is sent to my patron, notifying them that the book has been ordered and we are awaiting shipment. Email templates are completely customizable and editable, so it can say whatever you want it to say.

Wonderful features, a tab away! Amazon, GIST, GOBI portal, Powells, OCLC Connexion, RCL Web and more! Any suggestions for new add-ons are encouraged

Getting It System Toolkit:  GIST for Web – changing discovery & delivery Tim Bowersox, Cyril Oberlander, Kate Pitcher, Mark Sullivan State University of New York, Geneseo College

What is GIST? Getting systems to do more work for you and your user More practically speaking, it is a system for: enhancing user’s request experience & delivery service; enabling user-initiated purchasing requests for acquisitions and interlibrary loan; enhancing coordinated collection development; merging Acquisitions and ILL request workflow using ILLiad.

Why GIST? When to buy and borrow and how GIST can help

Purchase Request E-Reserve Request Rare Materials Scan Request Special Collection Duplication Request Video Booking Request Library Services are fragmented by Request Systems that reinforce functional divisions Service Request – what context? Interlibrary Services Request

We are a Divided house & Workflow ILL Acquisition Collection Development or Subject Librarian Systems Head of Interlibrary Loan Access Services Librarian Interlibrary Loan or Resource Sharing Librarian ALA RUSA STARS & IFLA ILDS Journal of Interlibrary Loan, Document Delivery & E-Reserve Journal of Interlending & Document Supply Journal of Access Services Acquisitions Librarian, Assoc. Director for Technical Services ALA ALCTS Chareston Conference AcqNet Library Acquisitions, Practice & Theory (later title: Library Collections, Acquisitions, & Technical Services) Science, Engineering, History, etc. Librarian ALA many separate divisions American Libraries Against the Grain Systems Librarian ALA LITA Computers & Libraries JASIST Information Today Library Journal “for monographs, purchase may be a reasonable substitute for interlibrary loan.” Holley, Robert, Kalyani Ankem, “The effect of the Internet on the out-of-print book market: Implications for libraries,” Library Collections, Acquisitions, & Technical Services, vol. 29, 2005, p. 118-139.

It’s the Economy… April 6, 2008 a day in the life of ILL… 110 borrowing requests for loans came into SUNY Geneseo, of these…  79.1% or 87 items could be purchase from Amazon; about 46% could be purchased for under the ARL unit cost for borrowing: $17.50 Over 1/3 could be purchased for less than $10 used (almost 1/5 for less than $5) Over 1/5 could be purchased new for less than $10. Price of lending charges is often higher than the price to buy. Massive weeding of libraries is exponentially increasing the availability and reducing prices of buying. Print on Demand industry enables purchasing in lieu of problematic ILL of medium-rare books / purchase price is comparable to lending charges; especially Google Books editions and unit prices ranging from $9 – $23 per book. Libraries increasing their lending charges are driving borrowing libraries to purchase. “retrospective buying projects are feasible… and for monographs, purchase may be a reasonable substitute for interlibrary loan.” Holley & Ankem, 2005

Monograph Spending & ILL: Borrowing up, purchasing down 2009 over 11 Million ILL requests (ALA) Association of Research Libraries 2007-2008

Models and Strategies How much Just-in-Case (Librarian or Vendor) selection makes sense? 10% - 30% - 50% - 70% - 90% of monograph budget How much Just-in-Time (User initiated) selection with data strategies i.e. cost to borrow, # holdings, etc. makes sense? 10% - 30% - 50% - 70% - 90% of monograph budget

Acquisitions + Interlibrary Loan What makes sense? Buy and borrow strategy convergence – yes / no Workflow co-exist in ILLiad – yes / no ILL and Acquisitions units merge – yes / no Just what you need collections? – yes / no Other ideas?

Using GIST for ILLiad Webpages

Prerequisites ILLiad 8 client Staff manager access Customization Manager access Access to your ILLiad web server (written on .net framework so GIST will work for OCLC hosted sites) Basic knowledge of HTML and CSS Communication & coordination between your acquisitions, ILL, administration & web person

User Interface for GIST at Geneseo Very customizable Status specific (Faculty, Distance Ed., Students, etc.) Context sensitive Standalone w/ISBN search Default Loan Form Open URL Book Chapter Form Smart components a la carte (Easy to turn a widget on or off, widget not displayed if no data, add widgets to Book Chapter form, etc.)

Customizable GIST Request Form User Interface (Customizable display & fields) Staff Interface (Customizable display & fields) User Interface Runs from ILLiad web server, all components can be turned off and/or hidden from user view. Display text is configurable Works with your style-sheets And more… Staff Interface ILLiad 8+ customizable field names. You can configure data the way you want staff to see data from user interface side, and run routing rules based on the values; i.e. available full text, purchase request suggested, holdings, etc. And more…

Worldcat API – Library Availability User sees if owned locally, easy click to catalog, and sees estimated turnaround time. ILL & Acquisitions staff see if held locally, and # holdings in 2 configurable groups (consortia, state, etc.) Google Books User sees Table of Contents, No-Partial, & Full Text Views. Staff see if full text in Google (GOOGL) OCLC symbol Hathi Trust User sees link to full-text version from Hathi Trust ILL & Acquisitions staff see if held at Hathi Trust, and GIST 1.1 embeds the direct link to the work using a TinyURL API Index Data User sees if full text or audio version in Open Content Alliance, Gutenberg, Internet Archive, etc. Staff see if full text OCA (INARC) OCLC symbol Amazon API Enhances users request evaluation with Reviews, Ranking, Cover, and quick link to Amazon. Price was moved into Purchasing Options window. Purchasing Options User sees price to purchase from Amazon API with New & Lowest Price listed (used) – user may want to purchase from this link. If they do, Amazon provides our AWS account a credit for referring someone to purchase. ILL & Acquisition Staff see the New & Lowest Price in the ILLiad requests. Better World Books, Google APIs are also currently used for pricing. ILLiad ILL Request Form Custom, Standalone, OpenURL, Status Specific

Bringing users into the conversation with customizable feedback For Geneseo, Purchase = Acquisitions in Doc Del

GIST 1.13 Update includes Hathi Trust & Tinyurl.com Geneseo data from Feb. 9 – March 8, 2010 Request (delivery) interface is now part of the discovery process

Adapt GIST to your setting Library A GIST tools used to enhance ILL Purchase on Demand only. Library B GIST used by Librarians using status specific ILLiad web pages. GIST also used only by Librarians to help their selection. Library C GIST used selectively based on ILLiad statuses. GIST also used by Faculty, with Librarian Review. Library D GIST default with collection building parameters. GIST used by all users, with some Librarian review for certain status. Collection building profiles, cooperative data, and gift management features used. You choose and adapt the tools around what works for your setting. Range of customization

ILL & ACQ Workflow Requests are Transferable

Acquisitions queues in the Document Delivery module

ILLiad routes purchase requests to these queues.

Customized ILLiad Client Layout

Purchase directly within ILLiad using addons

Notify your users each step of the process.

Emails automatically populate address, subject, and body using customizable templates.

Connect any web service to your workflow: Amazon, GIST, GOBI, OCLC Connexion, RCL Web… A tab away ILLiad Addons https://prometheus.atlas-sys.com/display/ILLiadAddons/Addons+Directory

Outcome: Collection Diversity Achieved Recommended titles not purchased because too widely held # Holdings in IDS Libraries Quick delivery libraries

Thank you Cyril Oberlander – cyril@geneseo.edu Mark Sullivan – sullivm@geneseo.edu Kate Pitcher – pitcher@geneseo.edu Tim Bowersox – bowersox@geneseo.edu