This presentation introduces the third phase of GIST. The Acquisitions Manager is a suite of addons, workflows, and ILLiad webpage customizations that transform ILLiad into a full-featured acquisitions client and empowers libraries to improve the way they buy and borrow materials.
1. Getting It System Toolkit:GIST a Remix Tim Bowersox Cyril Oberlander Kate Pitcher Mark Sullivan ILLiad Conference March 24th, 2011
2. What were we thinking? Getting It System Toolkit – GIST Team Kate Pitcher Cyril Oberlander Tim Bowersox Mark Sullivan Minerva
3. User + Data + Streamline Workflow = User focused library = Smart, customizable & streamlined workflow = Empowering us for our future Why not – it’s fun
5. GIST ILL & Acquisitions Workflow using ILLiad Requests are Transferable
6. Build your smart workflow Data for staff decision Data for user decision Acquisition Work flow User ILL Work flow Which service? Just select an Addon Purchase Borrow Catalog Receive Receive
7.
8.
9.
10.
11.
12.
13. Enhancing ILL Service Leverage the buying power of Acquisitions Buy what you cannot borrow Buy when it’s cheaper than borrowing Buy when it’s not in your region Informed users = informed requests Enhanced webpages offer discovery tools Promotes local holdings & online full text ILLiad client enhancements Suite of addons for full text/price discovery New GIST tables support automated routing
14. Old vs. New GIST for ILLiad Webpages Enhanced webpages Amazon review & price Full text options Local & group holdings User feedback Acquisitions workflow Setup in Doc Del Route to/from ILL Imported data & feedback Patron communication GIST Acquisitions Manager Streamlined webpages Slimmer interface Promotes local/full text Budget interface Dedicated ILLiad tables Linked to ILLiad tables No more repurposing fields Management tools Administer funds Manage vendors Purchase items Track orders Catalog records Conspectus: Machine readable collection building profile…whew!
15. GIST Vendor GIST History GIST ILLiad Tables Schematic GIST Invoice GIST Web Transactions GIST Funds Users GIST Conspectus GIST Fund Link
30. Stores your local discounts and sales repsGIST Invoice GIST Web Transactions GIST Funds Users GIST Conspectus GIST Fund Link
31.
32. By subject area, date, and holdingsUsers GIST Conspectus GIST Fund Link
33. Current Webpage Features Amazon.com API data Product descriptions & book covers User ratings & reviews WorldCat Search API data Local holdings Group holdings w/ ILL delivery estimate Google Books, Index Data, & Hathi Trust APIs Full text, preview, or table of contents availability Index data includes Project Gutenberg & Internet Archive Better World Books API Pricing for available titles User feedback Repurposes current ILLiad fields Purchase recommendations, importance, & delivery preference
34. New Webpage Enhancements Streamlined interface Two columns Item information & Amazon API item info Delivery options, in order of immediacy Simple style sheet Updates the Transactions & GISTWeb tables Regular request info as before User feedback & API data go to new GISTWeb Will eventually display a faculty user’s budget
47. GIST Acquisitions Manager Top-level addon in main client window Manage your GIST table data Budget: manage your funding allocations User-specific funds Department-specific funds Vendors: manage vendor details in one place Conspectus: identify areas of collection growth Weight subject areas to inform purchasing decisions Specify favored publishers
93. Building Change Project Management Technical Strategies Technical skills and software knowledge Hosted server? Political Strategies Admin Leadership Partnerships: Acquisitions Collection Development IT Vision: What does a transformed library look like?
94. Thank you! Presentations, documentation, downloads, & listserv available at:http://gist.idsproject.org
Notes de l'éditeur
GIST for Web
GISTWebUser feedbackPurchase recommendationFull text flag & URLLocal Holdings flag
GISTFundLinkConnects users to fundsOne user can belong to multiple funds
GISTFundsAllocate budgetsSet by department or userA query adjusts balances
GISTHistoryConnects the tablesLets you review the history of purchase transactions
GISTInvoiceRecord your individual ordersTransaction detail
GISTVendorTrack your vendor info like the Lender Addresses tableStores your local discounts and sales rep contact info
GISTConspectusSet your collection building prioritiesBy subject area, publication date, and holdings
Item InformationStandard request detailsAuto-fill the fields by ISBNDisplays Amazon API details when ISBN/OCLC provided
Get ItProvides users options for getting the itemBy default, the form only displays ILL optionBut APIs can trigger full text & local holdings discovery
Get It from Google BooksTable of contentsBook preview or full text (if available)If Internet Archive, Hathi Trust, or Project Gutenberg had holdings, they would appear below
Get It from your local libraryLinks to catalog if locally heldDisplays customized group holdings w/ delivery estimate
Click 1: Amazon.com DescriptionBook cover imageAvg. customer reviewProduct descriptionAmazon reviewClick 2: Get It from Google BooksTable of contentsBook preview or full text (if available)If Internet Archive, Hathi Trust, or Project Gutenberg had holdings, they would appear belowClick 3: Get It from your local libraryLinks to catalog if locally heldDisplays customized group holdings w/ delivery estimateClick 4: Get It from Book SellersEnables users to buy personal copiesDisplays prices from Amazon & Better World BooksLast option: ILL
Acquisitions workflow when processing a purchase request…Request received. Staff check holdings & vendor availability of item.Staff check funding availability for requested item.Order item. Catalog item. Receive item and notify patron.Many of these steps are now streamlined through GIST and ILLiad. -- However, workflow is often interrupted at the point of checking for budget and funding due to the inaccessibility of this information, usually kept in an ILS or a separate spreadsheet somewhere on your computer.This is where the GIST Acquisitions Manager comes in…
User interface for: Creating budgets Tracking funds Editing vendor information Customizing your collection-building profile
Use the Budget tab to:Create funds and associate usernames with fundsBecause the GIST Acq Manager is the editor for managing the GIST Table data, this is the interface for managing the real-time data which will inform your acquisitions or ILL workflow
Vendor tabUtilize the GIST Acquisitions Manager for keeping track of vendor contact information, billing information and the different web services associated with particular vendorsThink of it like ILL’s Lender Addresses Table, but for Acquisitions!
ConspectusThink of the conspectus as your collection – building profile.Within the GIST Acquisitions Manager addon, the staff can edit and customize your collection building priorities.
So where does all this info go?The GIST Tables data is pulled into the actual order/request when queried