Presentation given at the 2010 OCLC ILLiad International Conference - http://www.atlas-sys.com/conference/.

1. 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 Toolkit A customizable future for ILL & Acquisition Excerpts from Charleston Conference, November 2009 & NE-ASIST Conference, December 2009 & ALA Midwinter – ILL Discussion Group, Jan. 2010

4. Service Request – what context? 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 Interlibrary Services Request

5. We are a house divided 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

9. SUNY Union Catalog – Rough Uniqueness Estimates… Cost of Duplication As of 12/18/08 over $722 Million How much duplication is critical? Can we afford Just in Case? Interlibrary Loan Matures

10. ARL’s Monograph Spending (07-08) Cost Monographs $328,779,410 Not used @ 50% $164,389,705 25% $82,194,853

11. Sense-making for users & libraries Context Sensitive Workflow Buying Domain Renting Domain Borrowing / Library Domain Free Domain

14. 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

15. GIST 1.1 Update Hathi Trust Added 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

17. Adapt GIST to your setting Library A GIST tools used to enhance ILL Purchase on Demand only. Library B GIST used by Librarians. GIST also used only by Librarians to help their selection. Library C GIST used selectively. 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 tool around what works for your setting. Range of customization

18. 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-Publication Item Ordered, User Notified Item Arrives & Processed Denied by Reviewer Insufficient Funds Remaining Item Delivered, User Notified Staff Evaluation Route to ILL for Borrowing

19. ILL & ACQ Workflow Requests are Transferable

20. ILL & ACQ Workflow ILL requests routed to Acquisitions 8 total (August to October 2009) 0.38% of ILL requests

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

32. ILL & ACQ Workflow Acquisition requests routed to ILL 18 total (August – October 2009) 24 % of student purchase requests

33. ILL & GIST Workflow Purchasing

34. ILL & GIST Workflow Cancelling Purchasing Options

37. Statistic Tool

39. GIFT Manager Interface >100 do not keep

40. GIFT Manager – Title Search

41. GIFT Manager – a keeper…

42. GIFT Manager – OCLC Connexion

43. GIFT Manager - Cataloging

44. GIFT Manager – Automated donor letters

45. Collection Maintenance with Weed Manager

46. GIST GM Workflow Map GIST GM Gift Processing Search &/or Enter Donor Name (Anonymous used if no donor) Wand in ISBN# or enter OCLC# Searches Amazon, Better World Books, Google Books, WorldCat, etc. Do not Accept De-selection Processing Review Required Weed Item Email/Print sent Librarian Remove Holdings from ILS Detach OCLC symbol YES NO Statistics? # or LC conspectus? Manual process: Withdrawn stamp Amazon, Better World Books, B-Logistics, etc. Accept Review List created for donor letter & stats. Import & Export possibilities. Amazon, Book Sale, Better World Books, B-Logistics, etc. Attach holdings, download record, create spine label, barcode Collection Building Profile Modified Conspectus Configuration File Wand in ISBN# or enter OCLC# Searches Amazon, Better World Books, Google Books, WorldCat, etc.

48. Getting It System Toolkit (GIST) GIST Team (SUNY Geneseo) Tim Bowersox, GIST Web Interface and ILLiad Workflow Designer Cyril Oberlander, Project Consultant Kate Pitcher, GIST Acquisition and Collection Development Designer Ed Rivenburgh, Project Sponsor Mark Sullivan, Project Manager & Geneseo Programmer GIST Grant Funding Rochester Regional Library Council – Regional Bibliographic Databases & Interlibrary Resources Sharing Grant Worldcat API Programming Consultants Kyle Banerjee, Digital Services Program Manager at the Orbis Cascade Alliance Terry Reese, Oregon State University http://idsproject.org/Tools/GIST.aspx

49. How can we collaborate? To The Seventh Annual Information Delivery Services (IDS) Summer Conference! August 3-4, 2010 Idsproject.org you are invited Oswego, NY