getting it system toolkit: enhancing user experience & customizing a future for ill &...

GIST making informed decisions and workflow of buying, borrowing, downloading

or viewing… easier.

Tim Bowersox, Cyril Oberlander, Kate Pitcher, Mark Sullivan

State University of New York, Geneseo College

Getting It System ToolkitEnhancing user experience

and customizing a future for ILL & Acquisition

RRLC GIST WorkshopApril 28, 2010

Goals and Objectives for Today

Introduce and discuss GIST 1.11- KateQ & AImplementation Planning GIST 1.11

Toolkit, API Keys, Web - MarkWorkflow Planning – Kate & Cyril

BreakImplementation Demo – Mark & TimConclusion - Cyril

What is GIST?

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 (ILL request management software)

User Interface for GIST at Geneseo

Very customizableStatus specific (Faculty, Distance Ed., Students, etc.)Context sensitive

Standalone w/ISBN searchDefault Loan FormOpen URLBook Chapter Form

Components a la carte

Customizable GIST Request Form

UserInterface

(Customizable display & fields)

StaffInterface

(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 BooksUser sees Table of Contents, No-Partial, & Full Text Views.

Staff see if full text in Google (GOOGL) OCLC symbolIndex DataUser sees if full text or audio version in Open Content Alliance, Gutenberg, Internet Archive, etc.

Staff see if full text OCA (INARC) 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

Amazon APIEnhances users request evaluation with Reviews, Ranking, Cover, and quick link to Amazon.

Price was moved into Purchasing Options window.

Purchasing OptionsUser 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 FormCustom, Standalone, OpenURL, Status Specific

GIST 1.11 Update includes Hathi Trust & Tinyurl.com

Geneseo data from Feb. 9 – March 8, 2010

Bringing users into the conversation with customizable feedbackFor Geneseo, Purchase =

Acquisitions in Doc Del

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

Amazon & GIST addons within ILLiad’s 8.07 Client

Import Amazon Price & more…

Getting It System Toolkit for Web

v1.11Questions and Answers?


v1.11Installation and Configuration

RequirementsILLiad 8 client (customized client layout

unavailable in 7.4, but web form and workflows can be utilized)

ILLiad 8 is now available. To begin setup, OCLC recommends taking the ILLiad 8 Survery (https://www3.oclc.org/app/illiad/survey/index.pl) to determine your setup needs.

Staff Manager accessCustomization Manager accessAccess to your ILLiad web server (written

on .net framework, so GIST will work for OCLC hosted sites)

Documentation & downloads @ http://toolkit.idsproject.org/

Files for GIST 1.11 for Web

GIST DocumentationHTML, scripts, custom layouts, & email

templatesComplete installation & implementation

guideSample routing rules, email routing, &

custom queuesHow to get started using a test

implementation

Sample routing rule with copy & paste MatchString


v1.11Workflow Planning: The Interactive Part

Status and ServicesCustomizing GIST and ILLiad web pages for

specific users:Who are your users? Why should there be a difference?

Service, Questions, and Workflow

Data for DecisionsUser feedbackPurchase or ILL?Essential , non-

essential, etc.“Hold at Circulation”

What feedback do you want?

What data do you want?

Vendor/API dataAmazonGoogle BooksHathi TrustWorldCat holdings

Workflow Diagram – planning for change

Submitted Purchase Requests

Faculty Department

Requires Review

Item Locally Held

Item Held by Too

Many CCD Libraries

Request Meets

Criteria

Faculty Rep Review

Librarian Review

Item in Pre-PublicationItem

Ordered, User

Notified

Item Arrives & Processed

Denied by Reviewer

Insufficient Funds

Remaining

Item Delivered,

User Notified

Staff Evaluation

Route to ILL for

Borrowing


v1.11Break Time!!!!


v1.11Hands on Configuration and

Installation

We guide you through…Downloading and extracting the GIST filesEditing and customizing the GIST.config fileCreating the necessary routing rules &

custom queuesCreating email routing for your workflowManaging access to the client for

acquisitions staffCustomizing your ILLiad web pagesRepurposing ILLiad’s request fieldsCustomizing the client interface

Documentation & downloads @ http://toolkit.idsproject.org/

Installing the GIST Programs Back up your current ILLiad Web Directory – not necessary

but always a good practice just in case… For a local server, copy and paste \\illiadserver\webfolder For a hosted server, log in with an ftp client and download a copy of

the web directory to your computer.

Extract the GIST.zip file to your ILLiad Web Directory (or the NVTGC directory if you have multiple sites). If you get a warning about overwriting your web.config

file, then click NOYou will need to open the web.config file and modify the

<appSettings> line to <appSettings file=“GIST.config”/>

For a hosted server, you will need to extract the files locally, make the modifications, then upload the files using an ftp client.

Installing the GIST ProgramsObtain the following:

an Amazon Web Services key; http://aws.amazon.com/

an Amazon Secret Key (same page);and a WorldCat API key.

http://www.worldcat.org/affiliate/tools?atype=wcapi

Also review the Google Book Search API branding guidelines.http://code.google.com/apis/books/

branding.html

Configuring GISTOpen up the GIST.config file located in your

ILLiad Web Directory or on your desktop for later upload to OCLC. Enter the keys along with your library information into the GIST.config file.

After you make any changes to GIST.config you will need to update web.config so that it has a newer Modified Date. (just open it, add a space to a blank line and resave it.)

If you are using a hosted server, make the changes to the GIST.config and web.config file prior to uploading the files. It will save time.

GIST.configBelow you will find a description of each section of the GIST.config file, which allows you to customize the GIST API widgets. Note: If you make any changes to GIST.config, you will need to update web.config so that it has a newer Modified Date (just open it, add a space to a blank line and resave it).

Location of GIST filesThis specifies the location of the GIST folder you installed. For the value, enter the URL to this folder on your ILLiad web server.  <add key="File_Location" value="Enter URL here" /> 

Library NameGIST uses this whenever it needs to display the name of your library. For the value, enter your library's name.

 <add key="Library_Name" value="Your Library" />

GIST.configGroup members and labels

These settings are used by the WorldCat API in determining your local and group holdings, estimate ILL delivery times, and trigger routing rules based upon your coordinated collection development policies.

Group1: this value should be your local OCLC symbol and is used to determine your local holdings.

Group1Label: enter the text displayed when local holdings are found.

Group2&3: this value should contain the comma separated OCLC symbols for your primary resource sharing or coordinated collection development (CCD) group.

<add key="GroupX" value="XXX" />

<add key="GroupXLabel" value="Locally Held" />

Estimated delivery time in days

These settings are used to calculate the estimated delivery time for items borrowed from your second and third groups. When holdings are found for the second group, that delivery estimate is displayed. If there are no holdings in that group, then the third group's delivery estimate is displayed.



<add key="GroupXTime" value="3" />

GIST.configLocal Catalog ISBN Search



<add key="localCatalogISBN" value="Enter URL here" />



Local Catalog OCLC Search

 <add key="localCatalogOCLC" value="Enter URL here" />

GIST.configWorldCatKey and Amazon.com ID Keys

These are required to use the WorldCat and Amazon APIs. For the value, enter the keys you obtained while installing GIST.



<add key="AWSAccessKeyId" value="Enter Value here" />

<add key="AWSSecretKey" value="Enter Value here"/>

<add key="WorldCatKey" value="Enter Value here" />

Additionally, there are switches to determine if widgets will be shown

These settings turn the various API widgets on and off. If you do not want to use a certain widget, then set the value to off. Otherwise, set the values to on (the default setting).


v1.11

Conclusion

Statistical Tool10/1/2009 – 3/1/2010 Users tagged 30% of ILL for

Purchase, along with…

Recommended titles not purchased because too widely held

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# Holdings in IDS Libraries

Quick delivery libraries

Sharing & Evolving GIST

GIST Version 2 in development to be released as open-source standalone systems August 3-4, 2010

Gift & De-selection Managers: Automate gift selection & acknowledgement processing with collection building profile services. Same data is useful for weeding evaluation.

Acquisitions Manager: Grant, individual, and department budgets can be shown and selected i.e.: This item costs $45.43; your department book budget is $567, do you want to continue with this order? Includes budget and account transaction tracking, automate some purchasing, review & approvals systems, etc.

Long-term other data services in consideration: Articles (pay per view & free articles), Book Burro, IDS Project Data, Copyright Clearance, book jobbers, videos, OCLC Holdings & record download to ILS.

GIST 1.0 Released August 15th, 2009 (creative commons license )Current Version is 1.1GIST-L Listserv: http://mail.geneseo.edu/mailman/listinfo/gist-lDocumentation wiki: http://toolkit.idsproject.org/doku.php?id=wiki:gist

46

GIST Gift Manager

1967

Auto-recommendation

Based on holdings & conspectus

Amazon Price, Full Text (Google & Hathi

Trust), Series Title, Better World Books

Accept/Do not accept

Local holdings, group holdings as defined

by you, local catalog links & publication

date of your local owned copy

Conspectus – customizable ranking

47

Title Search

48

OCLC Cataloging

49

Automates donor letters

Collection Maintenance with BATCH De-selection Manager

1. Import ISBN or OCLC# an Aleph no or low use report as a simple delimited file.

2. Run Batch Processing – GIST exports Excel file.

3. Review results, sort by values – what criteria are important to you?

# Holdings of 2 customizable

groups, in this case, IDS & NY Libraries

Amazon Price, Full Text, Better World

Book Acceptance, Conspectus ranking

Getting It System Toolkit (GIST)

GIST Team (SUNY Geneseo)Tim Bowersox, GIST Web Interface and ILLiad Workflow DesignerCyril Oberlander, Project ConsultantKate Pitcher, GIST Acquisition and Collection Development DesignerEd Rivenburgh, Project SponsorMark Sullivan, Project Manager & Geneseo Programmer

GIST Grant FundingRochester Regional Library Council – Regional Bibliographic Databases & Interlibrary Resources Sharing Grants (2009 & 2010)

Worldcat API Programming ConsultantsKyle Banerjee, Digital Services Program Manager at the Orbis Cascade AllianceTerry Reese, Oregon State University

http://idsproject.org/Tools/GIST.aspx

52

Welcome!To The Seventh Annual

Information Delivery Services (IDS)

Summer Conference!

August 3-4, 2010

Oswego, NY

IDS ConferenceAug. 4th – Keynote

If you've got everything under control, you're doing something wrong. Lessons in innovation from Better World Books

Bio: F. Xavier Helgesen is the co-founder of Better World Books and an unabashed champion of innovation and creativity in the workplace. He founded two million-dollar companies before age 30, and will be spending 2011 as a Skoll Scholar in social entrepreneurship at Oxford University.

Aug. 3rd – Keynote

Patron driven acquisitions & data-driven decision making

BIO: Michael Levine-Clark, Collections Librarian, University of Denver

His extensive research & publications on…•Shared purchase plan effectiveness•Used book market•Choice titles “for the humanities, there is generally greater use for the non-Choice and non-OAT titles than there is for the titles that have been reviewed.” 2007•Analysis comparing citation services of Chem. Abstracts, Web of Science, Scopus, and Google Scholar…

Also…Tom Bruno, Harvard University giving us a program on International Interlibrary Loan, and more…

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