Transcript The IDS Project

IDS Project
(idsproject.org)
Promoting library excellence through
community & technology
IDS Project @ METRO
Intro
– History
– Members
Updates
–
–
–
–
IDS Search
Circ Availability Service
ALIAS
IDS Training
• User Groups
• Mentors
• Workflow Toolkit
2004
2012
Spring 2012
74 Libraries
Student Head-Count: ~ 425,000
Faculty Head-Count: ~ 37,000
Total Volumes: ~ 40,000,000
CUNY
A unified community of trust and
support built around a critical and
clearly understood common purpose:
effective resource sharing.
Strategic Partners
PartnerLibraries
Libraries
IDS
IDS Project
Project
Vendors
Organizations
TOTAL IDS PROJECT
ILL TRANSACTIONS
January 2004
June 2012
0
~660,000
January 1, 2011 - January 1, 2012
Loaned
within
Project
% filled within
the Project
Loans
68,730
54%
Articles
69,826
63%
Request Type
IDS Search
IDS Project Technology Development Team
One search box… millions of resources
“Smart” ILL
Request
Interlibrary Loan
(ILLiad)
Other Library Catalogs
within the IDS Project
(ALEPH, Voyager,
Innovative, etc.)
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Integrates discovery and ILL borrowing
OCLC WorldCat API results plus local ILS call
number/circ status
Search scope: local, IDS, world-wide, or custom
groups (CUNY)
Bells and whistles: spell check, Google Books
info, RSS feeds, etc.
Web-based, centrally hosted commercial server
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Remotely hosted service
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No specialized/devoted staff to maintain
Minimal set up, no system maintenance
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Only a WorldCat API key is necessary
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Z39.50 set up
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Same as Z39.50 in ILLiad Customization Manager
Visual style/branding within minutes
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Extensive usability testing
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Student usability studies at the University of Rochester
Eye tracking at SUNY Geneseo
Faculty usability studies at SUNY Oswego
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Test pilot library focus groups
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Unit testing of code base
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Progressive disclosure of search options and item detail
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Context sensitive functions: FRBR, autosearch, minimum
holding libraries, filters, etc.
Assessment of actual usage data
User controlled # of results
Differentiated Author link styling
Collapsible
left column
Upcoming:
New Dashboard Stats Package
Browsable Similar Items
Search results containing eBooks
eBooks displayed with
physical items
Exclusive CUNY
availability
Local availability
from ILS via Z39.50
connection
ILL request links from
CLICS and ALEPH for
un-owned/unavailable
results
Leverage your library partnerships!
• Index changed from Subject to Keyword
• Scope changed from local (Milne Library) to Worldwide
• Format limit removed
• Auto-search triggered by 15%+ of user search
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IDS Dashboard
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Usage statistics
IDS collective and
individual library
breakdown
 Weekly, monthly, and
yearly breakdown
 User search terms
 All aspects of search
behavior
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See how your users are searching your catalog:
• Pie charts, bar charts, heat maps, etc.
Patron places
request in ILLiad
API
provides possible
lenders
API load balances
lender string
Availability Search:
Is it on the shelf?
Patron request
is processed
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Live search site:
 http://search.idsproject.org/cuny/
Documentation:
 http://idssearch.wordpress.com
Contact
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Mike Curtis, IDS Search Project Manager
[email protected]
Questions?
ALIAS
Article Licensing Information
Availability Service
Article Licensing Information Availability Service (ALIAS)
Patron Request
IDS Service
Query ISSN, date
ILLIAD
Awaiting Request
Processing –
Manual Process
ALIAS: Licensing
Database
Article Direct
Request –
Automatic Process
Request Sent to
OCLC
Library Codes for valid
dates and licenses
Local Holdings
Queue
ALIAS Time Comparisons
January 1, 2011 – March 31, 2011
Without ALIAS
With ALIAS
Difference
Requests
Avg. Hours
before sent to
OCLC using
ALIAS
% Reduced Time
19.6
57
15.1
23%
263
11.9
158
2.8
76%
College of Staten Island
221
10.7
28
0.3
97%
CUNY Graduate Center
1650
11.8
668
3.4
71%
John Jay
184
18.4
ALIAS not
active
LaGuardia CC
15
18.7
ALIAS not
active
Requests
Avg. Hours
before sent to
OCLC
Brooklyn College
95
City College
Library
36
ALIAS: Time Saved
Jan 1, 2011 – March 30, 2011
Total Time Saved for
Staff(hrs)
Total Time Saved for
Patrons(hrs)
60.0
6000.0
50.0
5000.0
40.0
4000.0
30.0
3000.0
20.0
2000.0
10.0
1000.0
0.0
0.0
You Need ALIAS, ALIAS Needs You!
• National Scope: ALIAS included in Serials Solutions
and SFX Addons for ILLiad
• 20 people from 12 libraries reviewed the license
data last year
• We need more people willing to help this year!
IDS Training
Workflow Toolkit
Mentors
User Groups
Workflow Toolkit
• Repository of ILLiad
best practices used
by some 1,200
libraries
internationally.
• Helps you...
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Simplify your
workflows
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Save staff time
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Cut ILL costs
Workflow Toolkit
•http://toolkit.idsproject.org
•Best practices wiki
Mentor Institute
Mentor Program
•Preparing new member libraries
•Helping current member libraries
•Actively learning and promoting
ILLiad best practices
Best Practices Community
•Regional User Groups
•Workflow Toolkit Blog
•WorkflowToolkit-L listserv
•Twitter feed
Mentor Training Institute
• Prepares new volunteers to become mentors
 Formal application process
 Each volunteer must have their director's
endorsement
• 8 sessions culminating in a graduation
ceremony at the annual IDS Project
Conference
 Borrowing & lending best practices
 Implementation of IDS technologies
 Training skills & mentoring preparation
• Fellows become Certified IDS Project Mentors
• Provides ongoing training & skills development
to all mentors:
•
Mentors developed and ran the Best Practices
Institute at the IDS Conference, August 2-3rd, 2011.
Certified Mentors
• Jennifer Acker
Hudson Valley Community College
• Tim Bowersox
SUNY Geneseo
• Karen Gardner-Athey
SUNY Library & Information Services
• Micquel Little
St. John Fisher College
• Lynne Marus
Nazareth College
• Philip Mui
New York Public Library
• Karen Okamoto
John Jay College
• Beth Posner
CUNY Graduate Center
• Logan Rath
SUNY Brockport
• Chris Sisak
Nazareth College
• Mark Sullivan
SUNY Geneseo
Regions of Mutual Support
First Regional Users Group
Workshops
When: Tuesday, July 31 (11am – 4pm)
Where: Rochester Regional Library Council
When: Thursday, August 2 (11am – 4pm)
Where: Albany Medical Center Schaffer
Library of Health Sciences
When: Wednesday, August 8 and
Thursday, August 9 (11am – 4pm)
Where: METRO Library Council,
57 East 11th St., NY, NY, 4th Floor
Questions?
THANK YOU
For more information, visit: http://idsproject.org/
Or contact
Ed Rivenburgh, IDS Project Director: [email protected] or 585-245-5172
Cyril Oberlander, Interim Library Director: [email protected] 245-5528
IDS Project
(idsproject.org)
Promoting library excellence through
community & technology