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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, [email protected], 585-245-5591Internal Project Consultant: Cyril Oberlander, [email protected], 585-245-5528Systems Administrator: Mark Sullivan, [email protected], 585-245-5698Web Master: Corey Ha, [email protected], 585-245-5584Project Coordinator: Sonja Landes, [email protected], 585-245-5537Project Applications Mentor: Harriet Sleggs, [email protected], 585-245-5589
June 2008