Ukgs2013 dave pattern

JISC HIKE Project...or “40 Slides and a Kitten!”

Dave PatternLibrary Systems Manager

University of [email protected]

http://eprints.hud.ac.uk/17171/

• JISC HIKE Project• Intota• Cultural Change & Moving Forward

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Table of Contents

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University of Huddersfield

• SirsiDynix Horizon (1995)– went through full tender process in 2005– limited development since 2007

• Intellident RFID (2006)– previously 3M barcode self-service

• Serials Solutions Summon (2009)– previously Ex Libris MetaLib & SFX

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University of HuddersfieldLibrary Services

• Traditional monolithic system– limited interoperability with non-library

systems and no APIs– fixed workflows & duplication of effort– designed to support print materials

• Outdated library catalogue (OPAC)– myriad of security concerns

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University of Huddersfieldpain points with our LMS (v7.3.4 UK)

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Before we can know what we want from a new system we need to understand the workflows we have in place for the current LMS and related systems. Once we have established the problems and frustrations library staff and users feel, we can identify what we expect from the new systems and where they can improve on the older models. - Graham Stone (Information Resources Manager)

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JISC HIKE Project

• Huddersfield, Intota, KB+ Evaluation– Emerging Opportunities: Library Systems

Programme (Jun-Dec 2012)– one of six pathfinder projects

• http://library.hud.ac.uk/hike• http://www.lmschange.info

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JISC HIKE Projectoverview

• “... a new shared service from JISC Collections launching in the autumn that aims to help UK libraries manage their e-resources more efficiently.”

http://www.kbplus.ac.uk

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JISC Knowledge Base+

• “... a new shared service from JISC Collections launching in the autumn that aims to help UK libraries manage their e-resources more efficiently.”

http://www.kbplus.ac.uk

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see Liam Earney’s plenary

on Wednesday morning!

• Existing Serials Solutions customer– 360 Knowledge Base, 360 Resource

Manager and Summon products– good working relationship with the company

• Serials Solutions were keen to work with JISC Knowledge Base+

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Why Intota?

• Existing Serials Solutions customer– 360 Knowledge Base, 360 Resource

Manager and Summon products– good working relationship with the company

• Serials Solutions were keen to work with JISC Knowledge Base+

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Why Intota?

...also, we wanted to have a

look at a new fangled system

1. Evaluate available functionality of Intota2. Evaluate and report on available and

planned API functionality of Intota3. Evaluate Intota’s general suitability for

the UK HE market place

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JISC HIKE Projectinitial project aims (1/2)

4. Provide a case study of the implementation of KB+

5. Provide guidance to vendors and institutions on the most effective way to integrate commercial products with KB+

6. Evaluate the impact on our workflows

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JISC HIKE Projectinitial project aims (2/2)

• Undertook thorough analysis of acquisition workflows for both print & e– bottlenecks and pain points– areas of duplicated effort– opportunities for change, improvement and

system interoperability (e.g. finance)– build up a wish list for a replacement system

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JISC HIKE Projectoutcomes

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JISC HIKE Projectworkflows

http://library.hud.ac.uk/hike

• Evaluation of KB+– comparison of workflows with other products

(360 Knowledge Base & Resource Manager)– Fed back suggestions for improvement– interoperability between systems

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• TERMS (Techniques for Electronic Resource Management) Project– “create best practices for management of

electronic resources”– Jill Emery, Portland State University– Graham Stone, University of Huddersfield–http://library.hud.ac.uk/wikiterms

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JISC HIKE Projectcrossover

• TERMS (Techniques for Electronic Resource Management) Project– “create best practices for management of

electronic resources”– Jill Emery, Portland State University– Graham Stone, University of Huddersfield–http://library.hud.ac.uk/wikiterms

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JISC HIKE Projectcrossover

Jill and Graham are doing a

breakout session (Group A)!

• Final project report

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• Initially announced June 2011• Currently under development

– Intota Assessment due for release 2013– full availability in 2014

• Six US development partner libraries– inc. Ball State and Oklahoma State

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IntotaSerials Solutions

• Multi-tenancy SaaS• Linked data model• Central Knowledge Base

– managed authority data• Streamlined workflows (print & e)• Support for PDA/DDA• Open APIs

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IntotaSerials Solutions

• Key for breaking the monolithic nature of the traditional LMS!– too much duplicated data – too little automation

• Implications for library suppliers– moving from batch to real-time processes

• Potential for institutional collaboration?

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IntotaAPIs

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serialssolutions.com/en/webinars/recorded• Reconceptualize library collection

management with Intota• Using Linked Data to Create Efficiencies in

the Library• Uncover Cost Savings with Web-Scale

Management• How System Interoperability Can Provide

Relief to Librarians• How Linked Data Can Un-Junk Your Job

Researcher wants access to book not held in library collection Research fills in a web based form Form generates email to subject team Library assistant forwards email to librarian Librarian emails Tech Services to query

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Intotaold workflow example (page 1)

Researcher wants access to book not held in library collection Tech Services manually check supplier

databases, make phone calls, etc Tech Services pass details back to librarian Librarian checks available budget Librarian makes ebook purchase request

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Researcher wants access to book not held in library collection Tech Services collate purchase requests

and batch process into EDI orders EDI orders sent to suppliers Supplier process EDI order for ebook MARC record for ebook placed on FTP site

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Researcher wants access to book not held in library collection Tech Services FTP download MARC files MARC records imported into LMS Tech Services check ebook link works and

then contact librarian Librarian contacts researcher (hopefully!)

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Researcher wants access to book not held in library collection Tech Services FTP download MARC files MARC records imported into LMS Tech Services check ebook link works and

then contact librarian Librarian contacts researcher (hopefully!)

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process takes a week

Researcher uses discovery service to request access to book not held in library collection Relevant subject librarian receives request, along with availability of print & ebooks Librarian orders ebook using Intota Supplier processes ebook order Researcher automatically alerted

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Intotaimproved workflows

Researcher uses discovery service to request access to book not held in library collection Relevant subject librarian receives request, along with availability of print & ebooks Librarian orders ebook using Intota Supplier processes ebook order Researcher automatically alerted

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Intotaimproved workflows

process takes an hour

Researcher uses discovery service to request access to book not held in library collection Librarian has already set up rules to

automatically order ebooks if available Intota orders ebook from supplier Supplier processes ebook order Researcher automatically alerted

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Intotaimproved workflows (version 2)

Researcher uses discovery service to request access to book not held in library collection Librarian has already set up rules to

automatically order ebooks if available Intota orders ebook from supplier Supplier processes ebook order Researcher automatically alerted

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Intotaimproved workflows (version 2)

process takes minutes

One of the real advantages of Intota is that it represents a total approach, covering discovery to the back room. As a result, it offers tightly integrated processes, workflows and data. It will allow librarians to smash through the silos that exist in so many library’s technical services, reader services and other departments.

- Thoughts from Carl Grant (Oct 2012)

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http://thoughts.care-affiliates.com/2012/10/impressions-of-new-library-services.html

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Change Management

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We've only ourselves to blame for wanting & demanding standalone monolithic systems in libraries.Thanks to these monolithic systems, it's difficult to move staff around the library as everyone has specialist skills.The current situation is clearly unsustainable.

selected #mmit2012 tweets fromMarshall Breeding’s “Paradigm Shift” keynote

• Map your existing workflows– helps staff to realise why change is needed

• Put your electronic house in order– the time has come to populate that ERM!

• Don’t hang on to legacy baggage• Automate and interoperate

– free up staff time to do more interesting jobs

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Change Management

• “... a new shared service from JISC Collections launching in the autumn that aims to help UK libraries manage their e-resources more efficiently.”– http://www.kbplus.ac.uk

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see Liam Earney’s plenary

on Wednesday morning!

http://www.kbplus.ac.uk/

That’s all folks!

• Thank you for listening • http://library.hud.ac.uk/hike• email: [email protected]• slides: http://eprints.hud.ac.uk/17171/

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Education

Ukgs2013 dave pattern