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Slide 1
Acquisitions and ILL Processing Through ILLiad Getting It
System Toolkit LiSUG October 12, 2009
Slide 2
What is GIST? A system for: Merging Acquisitions and ILL
request workflow using ILLiad 8; enabling user-initiated purchasing
requests for acquisitions and interlibrary loan; enhancing
coordinated collection development.
Slide 3
What it isnt? (yet!) A Complete Acquisitions System No order
records No Cataloging No serials or article purchasing system Gift
Manager (Soon!) Budget Manager
Slide 4
Why we need GIST Too many lame request interfaces, no real
context Speculative selection is a lot of manual work Most of the
collection is never used Shrinking budgets, rising material costs
and increasing needs Just-In-Case model is not sustainable
Ineffective de-duplication across systems No user feedback
mechanism Delivery time is a mystery
Slide 5
User Interface for GIST at Geneseo Very customizable Status
specific Context sensitive Stand alone Default Loan Form OpenURL
Book Chapter Form Elements a la carte
Slide 6
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) Index Data User sees if full text or
audio version in OCA, Internet Archive, etc. Staff see if full text
OCA (INARC) 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, we have asked other vendors for
APIs. ILLiad Request Form Custom, Standalone, OpenURL, Status
Specific
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Feedback on User Interface for GIST
Slide 10
Library A GIST used to enhance ILL Purchase on Demand only.
Library B GIST used to enhance ILL POD. GIST also used only by
Librarians to help their selection. Library C GIST used to enhance
ILL POD. GIST also used by Faculty, with Librarian Review. Library
D GIST used to enhance ILL POD. GIST also 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.
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
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GIST Stats from Geneseo Faculty Requests from September 1
October 9, 2009 67 purchase recommendations / 586 total loan
requests (11.41%) 30.83% response rate for rating item importance
No response: 381 Essential: 16 (no longer used) Essential for
classroom use: 35 Good for collection: 43 Nice to have: 25 Unsure:
7 Unessential: 7
Slide 22
GIST Stats from Geneseo Student Requests from October 1 October
9, 2009 21purchase recommendations / 1,260 total loan requests
(1.67%) 40% response rate for rating item importance No response:
756 Essential for class/research: 409 Required textbook: 58 Unsure:
10 Unessential: 27
Slide 23
GIST Stats from Geneseo All requests September 1 October 9,
2009 14 requests routed from ILL to Acquisitions for review 0
faculty requests routed from Acquisitions to ILL for borrowing 2
student purchase requests denied and routed to ILL for
borrowing
Slide 24
GIST Release Information GIST 1.0 Released: August 15 th, 2009
Current Version is 1.0.2 Documentation wiki:
http://toolkit.idsproject.org/doku.php?id=wiki:gist
http://toolkit.idsproject.org/doku.php?id=wiki:gist Feedback blog:
http://gettingitsystemtoolkit.blogspot.com/http://gettingitsystemtoolkit.blogspot.com/
Obtain as much feedback as we can prior to and after release
Slide 25
The Future of GIST Begin work on GIST 2.0 which will include:
gift management module for quick collection evaluation and donor
acknowledgement ordering module purchasing enhancements statistical
reports cataloging features Work with vendors to add more services
and API connectors with book jobbers, etc.
Slide 26
Gift Manager
Slide 27
Slide 28
Thank you! 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