1 Cyril Oberlander and Ed Rivenburgh SUNY Geneseo IDSProject.org The Information Delivery Services...

1

Cyril Oberlander and Ed Rivenburgh

SUNY Geneseo

IDSProject.org

The Information Delivery Services (IDS) Project:

Creating a Highly-effective &

Innovative Resource Sharing System

at Low Cost

June 2008

Sunday, June 29, 2008 10:30am – NoonAnaheim Convention Ctr., Room 209A

OCLC Innovative Trends in Resource Sharing

IDS Project Spring 2008

Student Head-Count: ~ 145,000

Faculty Head-Count: ~ 10,000

Total Volumes: ~ 7,200,000

CUNY

Current Libraries

6

SUNY ’s Office of

Library and

Information Services

June 2008

Major Features of IDS Project

• Emphasis on building “a unified community of trust & support”

• Trained teams of volunteer mentors (applications & technical)

• User-centric definition of an ILL transaction

• Handle both physical items (books, media, etc) AND articles

• Contractual performance standards

• Real-time, multi-level ILL transaction performance data

• Objective data for decision making & policy development

• Extensive sharing of eJournals via eJournal Availability Server

• No startup or annual membership fees

• Commitment of talent and time of members 7

June 2008

A unified community of trust and support built around a critical and clearly understood common purpose: effective resource sharing.

8June 2008

9June 2008

10

Download the IDS Project presentation here (.zip file)

•Sending materials to Alfred libraries via LAND

•Updated list of symbols for custom holdings

•Welcome to our two newest libraries

•The IDS Project’s new look

•Welcome to Clarkson University!

•Total transactions for the project during January and

February 2008

•2008 OCLC ILLiad Conference is March 13th and 14th

•End of year updates for the IDS Project

WHAT’S NEW

Check out our blog for the Latest updates:

11

12

1313

Back: Janet Ferry, Harriet Sleggs, Gregg Kiehl, Chris Sisak, Mark Sullivan, Andy Perry

Front: Corey Ha, Beth Posner, Carrie Eastman, Michelle Parry, Mike CurtisJune 2008

User-centric Definition of IDS Transaction

14

From the time the user places a request until the time the user is notified the loan is ready for pickup or the article is ready to be retrieved from the Web

June 2008

Adherence to contractual performance standards

(Weekends and Holidays Excluded)

15

Articles: 48 hoursLoans: 72 hours

June 2008

16

18

ILL Transaction Performance Analysis Module

18June 2008

19

Library 1 Library 2 Library 3 Library 4 Library 5 Library 6 Library 7 Library 8 Library 9 Library 10 Library 11 Library 12 Library 13 Library 14 Library 15 Library 16 Library 17 Library 18 Library 19 Library 20 Library 21 Library 22 Library 23

Library 1 Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data

Library 2 Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data

Library 3 Data Data Data Data Data Data NR Data NR Data NR Data Data Data Data Data Data Data Data Data Data Data

Library 4 Data NR Data Data NR Data Data Data Data Data NR Data Data Data Data Data Data Data Data Data Data Data

Library 5 Data Data Data Data Data Data NR Data Data Data NR Data Data Data Data Data Data Data Data Data Data Data

Library 6 Data NR Data NR Data Data NR Data Data Data NR Data Data Data Data Data Data Data Data Data Data Data

Library 7 Data Data Data Data Data Data NR Data Data Data NR Data Data Data Data Data Data Data Data Data Data Data

Library 8 Data NR NR NR Data NR NR Data Data Data NR NR Data NR Data Data Data Data Data NR Data Data

Library 9 Data NR Data NR NR NR Data NR Data NR NR NR NR NR NR Data Data Data Data Data Data Data

Library 10 Data NR Data Data Data Data Data NR Data Data Data Data Data Data Data Data Data Data NR Data Data Data

Library 11 Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data

Library 12 Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data Data

Library 13 Data Data Data Data Data Data Data NR Data Data Data Data Data Data Data Data Data Data Data Data Data Data

Library 14 Data Data Data Data Data Data Data NR Data Data Data NR Data Data Data Data Data Data Data NR Data Data

Library 15 Data Data Data Data Data Data Data NR Data Data Data NR Data Data Data Data Data Data Data NR Data Data

Library 16 Data Data Data Data Data Data Data NR Data Data Data Data Data Data Data Data Data Data NR Data Data Data

Library 17 Data Data Data Data Data Data Data NR Data Data Data NR Data Data Data Data Data Data Data Data Data Data

Library 18 Data Data Data NR Data Data Data Data Data Data Data Data Data Data Data Data Data Data NR Data Data Data

Library 19 Data Data Data Data Data NR Data NR Data Data Data NR Data Data Data Data Data Data Data Data Data Data

Library 20 NR NR Data NR Data Data NR NR Data NR Data NR NR NR NR NR NR NR Data NR NR NR

Library 21 Data NR Data Data Data NR Data NR Data Data Data NR Data Data Data Data Data Data Data NR Data Data

Library 22 NR Data Data Data Data NR Data NR Data Data Data NR Data Data Data Data Data Data Data Data Data Data

Library 23 Data NR Data NR NR NR NR NR Data NR Data NR NR NR NR Data NR NR NR NR NR NR

Articles for 09/01/2007 to 12/31/2007 Extremes ExcludedLENDING LIBRARIES

Articles for 09/01/2007 to 12/31/2007 Extremes ExcludedLENDING LIBRARIES

Project Overview Chart

20

Process Overview Chart

Library 1’s 34 Article Requests to Library 2From 01/01/2008 to 03/11/2008

21

Transactions Report TableIDS General Statistics/Transaction

ReportLibrary 1’s 34 Article Requests to

Library 2From 01/01/2008 to 03/11/2008

Extremes always included

22

Individual ILL Transaction Report

23June 2008

24

  Libraries in

Spring 2004

Libraries in

Spring 2005

Libraries in Fall

2005

Libraries in

Spring 2006

Libraries in Fall 2006

ILLIAD 4 12 14 15 17

Odyssey 2 10 12 13 15

Electronic

Delivery to Web

2 8 10 10 15

Custom Holdings (within Pilot

Project)

2 11 12 12 14

Direct Request in Use

1 2 11 11 14

•Library staff allocation and responsibilities – cross training

•Work flow modifications

•Staffing schedules

•Odyssey Trusted Sender

26

June 2008

27June 2008

Outcomes

28

Hours # of Requests % Filled Total % FilledUnder 6 17 0.1% 0.1%

6 - 12 41 0.4% 0.6% 12 - 18 53 0.5% 1.2% 18 - 24 62 0.6% 1.9% 24 - 30 146 1.6% 3.5% 30 - 36 191 2.1% 5.6% 36 - 42 761 8.4% 14.1%42 - 48 832 9.2% 23.3% 48 - 54 740 8.2% 31.5% 54 - 60 302 3.3% 34.9% 60 - 66 883 9.7% 44.7% 66 - 72 920 10.2% 54.9% 72 - 78 573 6.3% 61.2% 78 - 84 189 2.0% 63.3% 84 - 90 532 5.9% 69.2% 90 - 96 470 5.2% 74.4%

Above 96 2,299 25.6% 100.0%Total 9,011

Number of Requests Per Time Period for All LoansLoans for 09/ 01/2007 to 12/ 31/2007

29

30

Hours # of Requests % Filled Total % FilledUnder 6 1,251 13.7% 13.7%

6 - 12 678 7.4% 21.2%12 - 18 1,588 17.4% 38.6%18 - 24 1,818 19.9% 58.6%24 - 30 748 8.2% 66.8%30 - 36 488 5.3% 72.2%36 - 42 733 8.0% 80.3%42 - 48 556 6.1% 86.4%48 - 54 210 2.3% 88.7%54 - 60 128 1.4% 90.1%60 - 66 174 1.9% 92.0%66 - 72 138 1.5% 93.5%72 - 78 73 0.8% 94.3%78 - 84 46 0.5% 94.8%84 - 90 77 0.8% 95.7%90 - 96 85 0.9% 96.6%

Above 96 304 3.3% 100%Total 9,095

Articles for 09/01/ 2007 to 12/31/ 2007

Number of Requests Per Time Period for All Articles

31

32June 2008

Request Type% filled within the Project

Loans 39%

Articles 35%

But we have more journals than that!SUNY Oswego’s Current

Journal Subscriptions

Electronic: ~35,000Print: ~300

34

1/3 Article Requests filled within IDS Project

1/3 Article Requests fillable with Electronic Journals within IDS Project

1/3 Article Requests unfillable within IDS Project

June 2008

OpenURLResolvers

Database of eJournals held by

IDS Project libraries

Licensing Database

IDS eJournal Availability ServerZ39.50 catalog displays ILL availability

Title, Year, Volume, Issue, License

IDS Project eJournal Availability Server

TARGETS URLLicen

seDate

CheckedChecke

d byComments

INSTITUTE OF PHYSICS JOURNALS

http://www.iop.org/EJ/librarians/-page=librarians/0031-9120/1#print

P2/28/2007

TiedeUnder “librarians” page

Yes, No, Unclear, etc. This License

is Paper Copy Only

1.3.

Search Process for Licenses

EnterInformationin Database

http://www.iop.org/EJ/librarians/-page=librarians/0031-9120/1#print

Q. What about interlibrary loans?A. Institutions October use hard copies derived directly or indirectly from the electronic edition of the publications for the purpose of inter-library loan with the same limitations that apply to paper copies for that purpose made from the print edition of the journals. Specifically, copies must be made in compliance with Section 108 of the Copyright Act of the USA and Technological Uses of Copyrighted Works (CONTU Guidelines), the text of which is available as part of USA Copyright Office Circular 21. The electronic transmission of copies of articles for inter-library loan purposes is not allowed.

Search for Provider

in a Search Engine

2.

Can’t find?

publisher

Record Responseon Table/

Chart

4.

36June 2008

ILL Rights

37

ILL OK 923 49.0%ILL OK, Print Only 476 25.0%ILL Unclear 217 12.6%ILL NOT OK 214 12.4%

Total: 1,830 99.0%

June 2008

1,830 Targets = Aggregators, providers, & publishers for over

76K journal titles

38

39

40

Major Features of IDS Project

• Emphasis on building “a unified community of trust & support”

• Trained teams of volunteer mentors (applications & technical)

• User-centric definition of an ILL transaction

• Handle both physical items (books, media, etc) AND articles

• Contractual performance standards

• Real-time, multi-level ILL transaction performance data

• Objective data for decision making & policy development

• Extensive sharing of eJournals via eJournal Availability Server

• No startup or annual membership fees

• Commitment of talent and time of members

41June 2008

IDS Project Next Steps

42

June 2008

• Develop • Workflow toolkit to streamline ILL processes• Unmediated article request processing• New ways to discover and deliver• Cooperative Collection Development + Just-in-

Time Acquisition (Purchase on Demand)

• Explore partnerships

Do we have the individual—and collective will to meet today’s user’s demands for information by dramatically transforming the current operations within our individual libraries—and by radically reshaping the historical organizational relationships among our libraries? 43

June 2008

IDS PROJECT.ORG

Thank youIDS Project Contact

InformationURL: IDSProject.org

44

Project Director: Ed Rivenburgh, edr@geneseo.edu, 585-245-5591Internal Project Consultant: Cyril Oberlander, cyril@geneseo.edu, 585-245-5528Systems Administrator: Mark Sullivan, sullivm@geneseo.edu, 585-245-5698Web Master: Corey Ha, ha@geneseo.edu, 585-245-5584Project Coordinator: Sonja Landes, landes@geneseo.edu, 585-245-5537Project Applications Mentor: Harriet Sleggs, sleggs@geneseo.edu, 585-245-5589

June 2008