ayre discovery to delivery state of art and future of delivery final

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State-of-the-Art Solutions & Future of Delivery Lori Bowen Ayre Discovery to Delivery: Rethinking Resource Sharing June 28, 2013

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This is my 30-minute presentation at the ALA2013 preconference co-sponsored by the Discovery to Delivery and Rethinking Resource-Sharing Interest Groups. My topic was state of the art delivery solutions and the future of delivery.

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Page 1: Ayre discovery to delivery state of art and future of delivery final

State-of-the-Art Solutions & Future of Delivery

Lori Bowen Ayre Discovery to Delivery: Rethinking

Resource Sharing June 28, 2013

Page 2: Ayre discovery to delivery state of art and future of delivery final

Characteristics of a Good Library Delivery System

1. Reduces need for physical delivery – finds a local copy – offers digital surrogates

2. Selects the “cheapest” copy that meets the patrons request – cheaper in terms of cost of transport – cheaper in terms of cost of fulfillment (pick the right copy to

request, scan on demand, purchase on demand, ILL) 3. Easy to discover, request and track progress 4. Gets into patrons hands within

necessary/expected window of time

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 3: Ayre discovery to delivery state of art and future of delivery final

STATE OF THE ART SOLUTIONS

Page 4: Ayre discovery to delivery state of art and future of delivery final

Purchase Instead of Borrow

• Purchase on Demand – Generally part of the ILL workflow – Items to be purchased must meet certain selection

criteria – May ship to patron or library first

• Zip Books at Shasta County Public Library – Generous selection criteria – Items shipped (or downloaded) directly to the

requesting patron and processed after return • Support patrons buying item for themselves

– Worldcat and probably others

Page 5: Ayre discovery to delivery state of art and future of delivery final

Holds Targeting in Evergreen • Parameters for managing behavior of holds in

Evergreen – hard boundaries – soft boundaries – stalling – hold priorities – time restrictions – preferred targets – opportunistic capture

• Other ILSs much more limited

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 6: Ayre discovery to delivery state of art and future of delivery final

Box Trucks and Sprinters Box trucks with lifts for high volume routes • Sized to efficiently fit

stacks of distribution bins • Easy to load and unload

with hand truck

Sprinters for longer, short-volume routes • Fuel efficient • Less ergonomical than

box truck

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 7: Ayre discovery to delivery state of art and future of delivery final

Sorting Pods

• Sort to pods of 10-20 locations

• Reduce movement while sorting

• Use clear labels • Unload to stacks

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 8: Ayre discovery to delivery state of art and future of delivery final

Put-to-Light Sorting • Reads barcode, RFID tag or label to determine

destination • ILS look-up for destination (SIP or RFID tag) • Light indicates tote • Benefits:

– Improves accuracy – Make is easy to do more granular sorting – Cheaper than AMH system

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 9: Ayre discovery to delivery state of art and future of delivery final

Put-to-Light to Accumulate Items Before Placing in Tote

• Allows person sorting to stay in one area for sorting

• Place stack in tote

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 10: Ayre discovery to delivery state of art and future of delivery final

Automated Sorting • Staff induct items

onto sorter – 1200 items per hour

• ILS reads barcode or RFID tag

• Sorter drops item into appropriate tote

• This sorter can sort to half totes for media

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 11: Ayre discovery to delivery state of art and future of delivery final

King County Library System Service Center

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 12: Ayre discovery to delivery state of art and future of delivery final

Other Good Practices • Unambiguous codes for labels • No packaging and rubberbands • No labels! • No sorting on trucks • Limited presorting (to 1-2 locations max) • Delivery systems that work for the library (not

vice versa) • Accurate delivery windows • Distribution bins for totes (lids, collapsible,

nestable, 9x12x15, max weight 50# loaded)

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 13: Ayre discovery to delivery state of art and future of delivery final

Signs of Trouble

• Damaged or missing material • Missed deliveries or deliveries outside of

delivery window • Courier leaves ready-to-go items behind • Too many items delivered at once • Unnecessary movement of items • Items sorted to or delivered to wrong location

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 14: Ayre discovery to delivery state of art and future of delivery final

PROJECTIONS

Page 15: Ayre discovery to delivery state of art and future of delivery final

All Signs Point to Reduced Delivery Volume

• Big bump from patron-initiated requesting is over

• Digital options increasing and increasingly popular

Page 16: Ayre discovery to delivery state of art and future of delivery final

Delivery Services Will Become More Efficient

• Improvements in Hardware – RFID – Digitization – Automation

• Improvements in software – Discovery – Requesting – Management of Holds and Delivery

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 17: Ayre discovery to delivery state of art and future of delivery final

Faster Retrieval of Items to Fill Holds Due to RFID

• RFID makes it more likely that items are where the catalog says they are – Libraries using RFID are more likely to

do inventory – RFID makes it easier to find misshelved

items – fewer items walk out the door

undetected • ILSs providing better pull lists

– Contain all the necessary information – Sorted in an order to optimizes pulling

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 18: Ayre discovery to delivery state of art and future of delivery final

Print on Demand

How Patrons Get a Book Today • Self-Service Holds Pick-up • Kiosks / Vending Machines • Storage lockers • Purchase on Demand Print on Demand

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 19: Ayre discovery to delivery state of art and future of delivery final

Scan on Demand

DRM Formats • Mobipocket (Kindle) • ePub (Adobe Content

Server) • PDF (Adobe Content

Server) • eReader (older Barnes

& Noble format) • LIT (Microsoft)

Scan on Demand

DRM-free • Smashwords • PDF

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 20: Ayre discovery to delivery state of art and future of delivery final

Batch Check-in • How tote-level batch check-in

works – Sending library records scans tote

barcode and then each item it places inside

– Items inside the tote are associated with the tote’s barcode number

– Receiving library scans the tote’s barcode number to check-in all items inside

– Exceptions are identified (e.g. items that trigger a new hold)

• Does NOT require automated sorting (but its easier that way)

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 21: Ayre discovery to delivery state of art and future of delivery final

Delivery Check-in with RFID Gates • Rather than reading the barcode on the tote,

read all the RFID tags on books inside the tote • Depends on advancements in RFID technology

or transition from HF to UHF tags in libraries

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 22: Ayre discovery to delivery state of art and future of delivery final

Home Delivery

“The United States Postal Service (USPS) may invite some public libraries to double as post offices, Susan Hildreth, Director of the Institute of Museum and Library Services, said on August 1.”

Home Delivery for Requested Items

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 23: Ayre discovery to delivery state of art and future of delivery final

Automated Storage and Retrieval Systems

• High density (HD) repositories common in academic libraries

• HD systems can store 1.5-2 million items in same space as only 100,000 volumes could be stored on public shelves and its cheaper

• Add AS/RS and access to selected items takes 5 minutes

• As library spaces support more activities, AS/RS systems will make more sense Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 24: Ayre discovery to delivery state of art and future of delivery final

Real-time Tracking of Items GPS Maps Web Real-time tracking

of library items during transport

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013

Page 25: Ayre discovery to delivery state of art and future of delivery final

ILS Adds Delivery Manager Module

LibraryILS version 4.1 was released Spring 2014 and has a lot of really exciting new features. Here are some of the highlights: • A completely updated user experience • Sophisticated yet simple unified searching

capabilities • Ability to deliver select DPLA, HathiTrust, and

InternetArchive content to your users • Integrated interlibrary delivery management

system

Lori Bowen Ayre –Discovery to Delivery Preconference ALA Annual Conference, Chicago 2013