The document summarizes the JISC HIKE Project at the University of Huddersfield which evaluated the Intota library management system from Serials Solutions and the JISC Knowledge Base+. The project aimed to understand current workflows, identify pain points, evaluate the new systems, provide guidance on integration, and assess the impact on workflows. Intota promises improved integrated workflows from discovery to acquisition and more automated processing. The project found opportunities to reduce duplication and break down silos through new interoperable systems.

1. JISC HIKE Project
...or “40 Slides and a Kitten!”
Dave Pattern
Library Systems Manager
University of Huddersfield
d.c.pattern@hud.ac.uk
http://eprints.hud.ac.uk/17171/

2. Table of Contents
• JISC HIKE Project
• Intota
• Cultural Change & Moving Forward
2

3. University of Huddersfield
3

4. University of Huddersfield
Library Services
• SirsiDynix Horizon (1995)
– went through full tender process in 2005
– limited development since 2007
• Intellident RFID (2006)
– previously 3M barcode self-service
• Serials Solutions Summon (2009)
– previously Ex Libris MetaLib & SFX
4

5. University of Huddersfield
pain points with our LMS (v7.3.4 UK)
• Traditional monolithic system
– limited interoperability with non-library
systems and no APIs
– fixed workflows & duplication of effort
– designed to support print materials
• Outdated library catalogue (OPAC)
– myriad of security concerns
5

6. Before we can know what we want from a
new system we need to understand the
workflows we have in place for the
current LMS and related 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.
- Graham Stone (Information Resources Manager)
6

7. JISC HIKE Project
7

8. JISC HIKE Project
overview
• Huddersfield, Intota, KB+ Evaluation
– Emerging Opportunities: Library Systems
Programme (Jun-Dec 2012)
– one of six pathfinder projects
• http://library.hud.ac.uk/hike
• http://www.lmschange.info
8

9. JISC Knowledge Base+
• “... a new shared service from JISC
Collections launching in the autumn that
aims to help UK libraries manage their e-
resources more efficiently.”
http://www.kbplus.ac.uk
9

10. JISC Knowledge Base+
• “... a new shared service from JISC
Collections launching in the autumn that
aims to help UK libraries manage their e-
resources more efficiently.”
http://www.kbplus.ac.uk
10

11. Why Intota?
• Existing Serials Solutions customer
– 360 Knowledge Base, 360 Resource
Manager and Summon products
– good working relationship with the company
• Serials Solutions were keen to work with
JISC Knowledge Base+
11

12. Why Intota?
• Existing Serials Solutions customer
– 360 Knowledge Base, 360 Resource
Manager and Summon products
– good working relationship with the company
• Serials Solutions were keen to work with
JISC Knowledge Base+
12

13. JISC HIKE Project
initial project aims (1/2)
1. Evaluate available functionality of Intota
2. Evaluate and report on available and
planned API functionality of Intota
3. Evaluate Intota’s general suitability for
the UK HE market place
13

14. JISC HIKE Project
initial project aims (2/2)
4. Provide a case study of the
implementation of KB+
5. Provide guidance to vendors and
institutions on the most effective way to
integrate commercial products with KB+
6. Evaluate the impact on our workflows
14

15. JISC HIKE Project
outcomes
• Undertook thorough analysis of
acquisition workflows for both print & e
– bottlenecks and pain points
– areas of duplicated effort
– opportunities for change, improvement and
system interoperability (e.g. finance)
– build up a wish list for a replacement system
15

16. JISC HIKE Project
workflows
16

17. JISC HIKE Project
outcomes
• Evaluation of KB+
– comparison of workflows with other products
(360 Knowledge Base & Resource Manager)
– Fed back suggestions for improvement
– interoperability between systems
17

18. JISC HIKE Project
crossover
• TERMS (Techniques for Electronic
Resource Management) Project
– “create best practices for management of
electronic resources”
– Jill Emery, Portland State University
– Graham Stone, University of Huddersfield
– http://library.hud.ac.uk/wikiterms
18

19. JISC HIKE Project
crossover
• TERMS (Techniques for Electronic
Resource Management) Project
– “create best practices for management of
electronic resources”
– Jill Emery, Portland State University
– Graham Stone, University of Huddersfield
– http://library.hud.ac.uk/wikiterms
19

20. JISC HIKE Project
outcomes
• Final project report
20

21. 21

22. Intota
Serials Solutions
• Initially announced June 2011
• Currently under development
– Intota Assessment due for release 2013
– full availability in 2014
• Six US development partner libraries
– inc. Ball State and Oklahoma State
22

23. Intota
Serials Solutions
• Multi-tenancy SaaS
• Linked data model
• Central Knowledge Base
– managed authority data
• Streamlined workflows (print & e)
• Support for PDA/DDA
• Open APIs
23

24. Intota
APIs
• Key for breaking the monolithic nature of
the traditional LMS!
– too much duplicated data 
– too little automation 
• Implications for library suppliers
– moving from batch to real-time processes
• Potential for institutional collaboration?
24

25. serialssolutions.com/en/webinars/recorded
• Reconceptualize library collection
management with Intota
• Using Linked Data to Create Efficiencies in
the Library
• Uncover Cost Savings with Web-Scale
Management
• How System Interoperability Can Provide
Relief to Librarians
• How Linked Data Can Un-Junk Your Job
25

26. Intota
old workflow example (page 1)
Researcher wants access to book not held in
library collection
 Research fills in a web based form
 Form generates email to subject team
 Library assistant forwards email to librarian
 Librarian emails Tech Services to query
availability
26

27. Intota
old workflow example (page 2)
Researcher wants access to book not held in
library collection
 Tech Services manually check supplier
databases, make phone calls, etc
 Tech Services pass details back to librarian
 Librarian checks available budget
 Librarian makes ebook purchase request
27

28. Intota
old workflow example (page 3)
Researcher wants access to book not held in
library collection
 Tech Services collate purchase requests
and batch process into EDI orders
 EDI orders sent to suppliers
 Supplier process EDI order for ebook
 MARC record for ebook placed on FTP site
28

29. Intota
old workflow example (page 4)
Researcher wants access to book not held in
library collection
 Tech Services FTP download MARC files
 MARC records imported into LMS
 Tech Services check ebook link works and
then contact librarian
 Librarian contacts researcher (hopefully!)
29

30. Intota
old workflow example (page 4)
Researcher wants access to book not held in
library collection
 Tech Services FTP download MARC files
 MARC records imported into LMS
 Tech Services check ebook link works and
then contact librarian
 Librarian contacts researcher (hopefully!)
30

31. Intota
improved workflows
Researcher uses discovery service to request
access to book not held in library collection
 Relevant subject librarian receives request,
along with availability of print & ebooks
 Librarian orders ebook using Intota
 Supplier processes ebook order
 Researcher automatically alerted
31

32. Intota
improved workflows
Researcher uses discovery service to request
access to book not held in library collection
 Relevant subject librarian receives request,
along with availability of print & ebooks
 Librarian orders ebook using Intota
 Supplier processes ebook order
 Researcher automatically alerted
32

33. Intota
improved workflows (version 2)
Researcher uses discovery service to request
access to book not held in library collection
 Librarian has already set up rules to
automatically order ebooks if available
 Intota orders ebook from supplier
 Supplier processes ebook order
 Researcher automatically alerted
33

34. Intota
improved workflows (version 2)
Researcher uses discovery service to request
access to book not held in library collection
 Librarian has already set up rules to
automatically order ebooks if available
 Intota orders ebook from supplier
 Supplier processes ebook order
 Researcher automatically alerted
34

35. One of the real advantages of Intota is
that it represents a total approach,
covering discovery to the back room.
As a result, it offers tightly integrated
processes, workflows and data.
It will allow librarians to smash through
the silos that exist in so many library’s
technical services, reader services and
other departments.
- Thoughts from Carl Grant (Oct 2012)
35

36. Change Management
36

37. We've only ourselves to blame for
wanting & demanding standalone
monolithic systems in libraries.
Thanks to these monolithic systems, it's
difficult to move staff around the library
as everyone has specialist skills.
The current situation is clearly
unsustainable.
selected #mmit2012 tweets from
Marshall Breeding’s “Paradigm Shift” keynote
37

38. Change Management
• Map your existing workflows
– helps staff to realise why change is needed
• Put your electronic house in order
– the time has come to populate that ERM!
• Don’t hang on to legacy baggage
• Automate and interoperate
– free up staff time to do more interesting jobs
38

39. JISC Knowledge Base+
• “... a new shared service from JISC
Collections launching in the autumn that
aims to help UK libraries manage their e-
resources more efficiently.”
– http://www.kbplus.ac.uk
39

40. That’s all folks!
• Thank you for listening 
• http://library.hud.ac.uk/hike
• email: d.c.pattern@hud.ac.uk
• slides: http://eprints.hud.ac.uk/17171/
40