Fostering Entrepreneurship through Cooperative Data and Services

Cyril OberlanderInterim Director

State University of New York, Geneseocyril@geneseo.edu

Idsproject.org

Cooperative librarians fostering entrepreneurship with data and services (title remix)

What is it?

It’s a people project a community transformation of libraries

Cooperating & Data Sharing Strategies

55+ instances of ILLiad Libraries

Transaction Performance Analysis Module

Creating a cloud- then extending it

ALIAS: Licensing Database

ILLIAD

Patron Request

Query ISSN, date

Library Codes for valid dates and licenses

Awaiting Request Processing –

Manual Process

Article Licensing Information Availability Service (ALIAS)

IDS Service

Local Holdings Queue

Request Sent to OCLC

Article Direct Request –

Automatic Process

Partnering with Atlas Systems, Inc.

Cooperating & Data Sharing Strategies

Getting It System Toolkit – GIST Team

Kate Pitcher Cyril Oberlander Tim Bowersox Mark Sullivan

GIST User Interface

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GIST Request

Interlibrary Loan / IDS

Cancel or UnfilledFilled

Borrow

Acquisitions

FilledBuy

Cancel or Borrow

GIST ILL & ACQ Workflow

using ILLiad

Requests are Transferable

What is the future of ILL &

Acquisitions?

Cooperating & Data Sharing Strategies

GIST WebWhat started with using cooperative data to enhance user interface and staff workflow with user-driven just-in-time acquisitions…

Is becoming an Acquisitions Manager (to be released Aug. 2011)

& here is a gift… taking what we learned, we builtGIST Gift & Deselection Manager

(free & released Aug. 2010)

Select Donor

Wand in ISBN, or OCLC#, or do a Title Search for donation

Item Information:Author, title, series title, imprint, LC Call no. & Dewey

Item Information:Amazon Price;Full-text: Google & Hathi Trust;Better World Books acceptance of Library discard

Holdings Information:• Held Locally – do you hold work

(FRBR-ized)• “IDS” or Group 2 is a configurable

set of OCLC symbols like consortia or local area. (FRBR-ized)

• “NY OCLC ILL Libraries” or Group 3 is a configurable set of OCLC symbols like a state. (FRBR-ized)

• Local Catalog link and imprint to compare editions of gift & holdings.

• Worldcat Link to the right

Item Views:• Conspectus

(subject analysis)

• Collection (donation collection)

• MaRC record• Book Lists –

awards & custom book list alert serviceConspectus View: is your subject and configurable decision weighting tool

• Subject analysis matches on LC and Dewey, best matching conspectus values utilized.

• Collecting level evaluates item against configurable level of interest in growing the collection in this subject area.

• Uniqueness evaluates item against configurable level of interest in duplicating your holdings. (group 2 & 3 holdings matter to weighting, but not uniqueness)

• “If Newer Than” limits, by a factor or strictly, by the publication dates of donated works.

• “If Older Than” limits, by a factor or strictly, by the publication dates of donated works.

• As you process gifts, you can adjust factors and re-caculate the weighting to see the effect on the recommendation.

• The navigation bar at the footer allows you to view multiple conspectus values, if applicable.

Recommendation based on Conspectus and Weighting• Do not keep • Keep• Options:

Override and Review

Select Donation Date

This is the GDM Gift Interface after you wand in a book’s ISBN (or run a

title search)

Title SearchGo ahead, search by title, limit to phrase and/or year, format,

and sort…

Search – then double click on selection and GDM does the

rest…

OCLC ConnexionIf you decide to keep this one,

simply click on OCLC Connexion to catalog using

your favorite platform.

OCLC Connexion: client or browser

OK catalogers – you know what to do here to attach a symbol and download a record…Note: same process for individual deselection in deselection mode.

Donor Thank You LetterWhen you are done processing a particular donors books. Click Print Templates and selectThank You Letter to print all of the donations for that particular donation date.Note: you can customize the default letter with logo, etc.

Reviewer: review at your own risk

GDM allows you to mediate decisions via print or email to Collection Development library by default, or to designated reviewers based on Conspectus entries like this one. We

encourage customize conspectus and base most decisions on the recommendation of your collection building profile.

Gift Stats @ Milne Library SUNY Geneseo

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July 1, 2010 – November 1, 2010 Gifts processed using GIST GDM: 3,000 (590 were published 2000-2010)Items added to Milne 360 (12%) Items not added 2,640 (88%)

Items not added to Milne are sent to Better World Books for resale, & a portion of the proceeds sent to Milne Library; to buy new books.

In the last13 months, we received & kept 713 books & DVDs.

Cost to buy these would have been $49K

GIST Deselection Manager: item by item

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1. Switch to Deselection Mode (Click File),

2. Wand in an IBSN, or search by Title,

3. Evaluate, if weeding, click OCLC Connexion to detach your symbol.

GIST Deselection Manager: or Batch Analysis Mode

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Rather than one at a time, we encourage you to run the Batch Analysis and use the data to make decisions and batch weed.1. Click File and select Batch Deselection

GIST Deselection Manager: Batch Analysis Batch deselection1. 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?)

Uses: Works for books and journals; selection of works to digitize, Identifying special collections

Weeding & Full Text – derive or not to be derived?

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13 % of titles in storage are available FULL-TEXT through Hathi Trust digital repository

31,436

4,136

SUNY Geneseo 2010 weeding project

Total titlesHathi Trust

Cooperating & Data Sharing Strategies

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Mike Curtis, Project Manager (Upstate University Health System), Adam Traub (St. John Fisher), Ed Rivenburgh (Geneseo), Mike Mulligan (Upstate University Health System), Cyril Oberlander (Geneseo), Nathan Fixler (SUNY OLIS), Kevin Reiss (CUNY)

IDS Search Team

User friendly Resource Sharing

IDS Search Interface

Worldcat Search API

OCLC Bibliographic Data

OCLC Holdings Data

IDS Search Availability Service

CUNY Aleph Database

ResultFacets

RelatedSubjects

YahooSpell Check

Google BooksPreview

IDS Search Application

Item AvailabilityIn JSON or XML

Worldcat Result Set in Marcxml

Aleph z39.50Server

Slide by Kevin Reiss, CUNY

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Cooperating & Data Sharing Strategies

Community is powerfulWhile all eyes are looking at the potential in clouds…making sense of the shapes we see

The transformation ahead is about working together to take risks and shape the clouds with our users.

Did I mention scalable too?How do we share strategies?

OCLC Developers Networkhttp://www.oclc.org/developer/

http://workflowtoolkit.wordpress.com

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To The Eighth Annual

Information Delivery Services (IDS)

Summer Conference!

August 2-3, 2011

Albany, NY

Please visit us: idsproject.org & visit the

OCLC Developers Network: http://www.oclc.org/developer/