GIST Acquisitions Manager Preview - 2011 ILLiad Conference
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Transcript of GIST Acquisitions Manager Preview - 2011 ILLiad Conference
Getting It System Toolkit:GIST a Remix
ILLiad ConferenceMarch 24th, 2011
Tim BowersoxCyril Oberlander
Kate PitcherMark Sullivan
What were we thinking?Getting It System Toolkit – GIST Team
Kate Pitcher Cyril Oberlander Tim Bowersox Mark Sullivan Minerva
User + Data + Streamline Workflow
= User focused library
= Smart, customizable & streamlined workflow
= Empowering us for our future
Why not – it’s fun
GIST for ILLiad Webpages
GIST Request
Interlibrary Loan / IDS
Cancel or UnfilledFilled
Borrow
Acquisitions
FilledBuy
Cancel or Borrow
GIST ILL & Acquisitions
Workflow using ILLiad
Requests are Transferable
Build your smart workflow
UserData
for userdecision
Datafor staffdecision
ILLWorkflow
AcquisitionWorkflow
Purchase
Receive
CatalogBorrow
Receive
Which service? Just select an
Addon
OutcomesSpeed of ILL and Acquisitions are comparable: Feb. – March 2011: 5-6 days for ILL and Acquisitions
10/09 – 12/10: 2,779 items purchased, 326 requests routed to ILL from Acquisitions.
Students involved in selection and collection building:• October-December 2009:
119 items purchased, 54% circulated 1-2 times.• Jan-Nov 2010:
83 items purchased, 71% circulated 1-2 times; 12% circulated 3 or more times.
Library Acquisitions & ILL staff are working more closely on strategies that make sense, i.e.; new book requests, audio-visual, buying instead of paying pesky lender fees, etc.
Outcomes • 16 Addons with 2 new ones released at this conference.
• GIST Toolkit that is heavily used by libraries; over 9K views of the blog, 671 in 1 day.
GIST GDM Gift & Deselection ManagerUser + Data + Streamline Workflow
OutcomesGifts Received Nov. 09 – Feb. 11: 4,324 items• 713 items acquired about 16% valued at about $49K• Items not acquired are sent to Better World Books, and revenue
returned from sales go into collection building.
Deselection Summer 2010: batch analysis of over 35K items• 4,136 or 13% Full-Text found in Hathi Trust• Streamline evaluation of regional holdings, and batch delete of
symbol once reviewed.
Library Acquisitions:• Work is streamlined, including OCLC connexion cataloging, and
no typing up of donor letters needed.
WHAT IS THE GIST ACQUISITIONS MANAGER PROJECT?
Getting It System Toolkit
Enhancing ILL Service
• Leverage the buying power of Acquisitions– Buy what you cannot borrow– Buy when it’s cheaper than borrowing– Buy when it’s not in your region
• Informed users = informed requests– Enhanced webpages offer discovery tools– Promotes local holdings & online full text
• ILLiad client enhancements– Suite of addons for full text/price discovery– New GIST tables support automated routing
Old vs. New
GIST for ILLiad Webpages• Enhanced webpages
– Amazon review & price– Full text options– Local & group holdings– User feedback
• Acquisitions workflow– Setup in Doc Del– Route to/from ILL– Imported data & feedback– Patron communication
GIST Acquisitions Manager• Streamlined webpages
– Slimmer interface– Promotes local/full text– Budget interface
• Dedicated ILLiad tables– Linked to ILLiad tables– No more repurposing fields
• Management tools– Administer funds– Manage vendors– Purchase items– Track orders– Catalog records– Conspectus: Machine readable
collection building profile…whew!
GIST Vendor
GIST History
GIST ILLiad Tables Schematic
Transactions
GIST Web
Users GIST Fund Link
GIST Funds
GIST Invoice
GIST Conspectus
GIST Vendor
GIST History
GIST ILLiad Tables Schematic
Transactions
GIST Web
Users GIST Fund Link
GIST Funds
GIST Invoice
GIST Conspectus
GISTWeb• User feedback• Purchase recommendation• Full text flag & URL• Local holdings flag
GIST Vendor
GIST History
GIST ILLiad Tables Schematic
Transactions
GIST Web
Users GIST Fund Link
GIST Funds
GIST Invoice
GIST Conspectus
GISTFundLink• Connects users to funds• One user can belong to
multiple funds
GIST Vendor
GIST History
GIST ILLiad Tables Schematic
Transactions
GIST Web
Users GIST Fund Link
GIST Funds
GIST Invoice
GIST Conspectus
GISTFunds• Allocate budgets• Set by department or user• Query adjusts balances
GIST Vendor
GIST History
GIST ILLiad Tables Schematic
Transactions
GIST Web
Users GIST Fund Link
GIST Funds
GIST Invoice
GIST Conspectus
GISTHistory• Connects the tables• Lets you review the history
of purchase transactions
GIST Vendor
GIST History
GIST ILLiad Tables Schematic
Transactions
GIST Web
Users GIST Fund Link
GIST Funds
GIST Invoice
GIST Conspectus
GISTInvoice• Record your individual orders• Transaction detail
GIST Vendor
GIST History
GIST ILLiad Tables Schematic
Transactions
GIST Web
Users GIST Fund Link
GIST Funds
GIST Invoice
GIST Conspectus
GISTVendor• Track your vendor info like
the Lender Addresses table• Stores your local discounts
and sales reps
GIST Vendor
GIST History
GIST ILLiad Tables Schematic
Transactions
GIST Web
Users GIST Fund Link
GIST Funds
GIST Invoice
GIST Conspectus
GISTConspectus• Set your collection building
priorities• By subject area, date, and
holdings
Current Webpage Features• Amazon.com API data
– Product descriptions & book covers– User ratings & reviews
• WorldCat Search API data– Local holdings– Group holdings w/ ILL delivery estimate
• Google Books, Index Data, & Hathi Trust APIs– Full text, preview, or table of contents availability– Index data includes Project Gutenberg & Internet Archive
• Better World Books API– Pricing for available titles
• User feedback– Repurposes current ILLiad fields– Purchase recommendations, importance, & delivery preference
New Webpage Enhancements
• Streamlined interface– Two columns• Item information & Amazon API item info• Delivery options, in order of immediacy
– Simple style sheet• Updates the Transactions & GISTWeb tables– Regular request info as before– User feedback & API data go to new GISTWeb
• Will eventually display a faculty user’s budget
Item Information• Standard request details• Auto-fill info by ISBN• Displays Amazon API details
when ISBN/OCLC provided
Get It• Options for getting the item• By default, ILL request• But APIs can trigger full text &
local holdings discovery
Amazon.com Description• Book cover image• Avg. customer review• Product description• Amazon review
Get It: From Google Books• Table of Contents• Book Preview of Full Text (if
available)
Get It: From Your Library• Links to catalog if locally held• Displays customized group
holdings w/ delivery estimate
Get It: From Book Sellers• Enables users to buy personal
copies• Displays prices from Amazon &
Better World Books
GIST ACQUISITIONS MANAGERSystem-level addon
Acquisitions Workflow
GIST
GIST
GIST
GIST Acquisitions Manager
• Top-level addon in main client window• Manage your GIST table data– Budget: manage your funding allocations• User-specific funds• Department-specific funds
– Vendors: manage vendor details in one place– Conspectus: identify areas of collection growth• Weight subject areas to inform purchasing decisions• Specify favored publishers
Budget:• Fund name• Username(s)• Actual balance• Encumbrances• Current year info• Associated funds info
Vendor:• Contact information• API keys• Store username and passwords• Billing and purchasing methods
Conspectus:• Set your collecting level• How many duplicates?• Publication date limits• LC & Dewey call #
Request pulls in from GIST Tables…Fund information - actual balance - expenditure amount - remaining balance
Other funds available
Conspectus weight - brings in call number
GIST PURCHASE AND ACQUISITIONSRequest-level addons
ILL/ACQ Request:• Item too new to borrow?• # of copies in region?• Purchase request?• Conspectus growth area?•Cheaper to buy than borrow?
Purchase Addon• Multiple vendors• Import price from most• Some informational sites such
as IMDB• Amazon price in the tab
ILL/ACQ Request:• Item too new to borrow?• # of copies in region?• Purchase request?• Conspectus growth area?•Cheaper to buy than borrow?
OCLC Connexion• Search OCLC for record• Add symbol to record• Prepare record for import into
your local catalog.
ILL/ACQ Request:• Item too new to borrow?• # of copies in region?• Purchase request?• Conspectus growth area?•Cheaper to buy than borrow?
Acquisitions Addon• Track purchase• Update budget and funds• Linked to Conspectus for
collection building information
Purchase Addon
Import Price• Can be set to push price to
MaxCost field or…• to the GIST Acquisitions Tab
and tables.
Connexion Addon
Pricing Information• Default values from Amazon
and Better World Books• Has place for actual purchase
price
Budget• Fund loaded based on Status
and Department of user• Secondary library fund also
available• Updates Commitments and
Expenditures• Displays money left in account
Acquisitions Addon
Availability• Locally held?• Full text?• Consortial holdings
Item Information• Standard request details from
Detail Tab• Call number filled in from GIST
Web API
Conspectus• Collection building data• Weighting included consortial
holdings calculations
User Feedback• User data from GIST Web pages
Vendor Information• Data from the GISTVendor Table• Allows quick access to vendor
data for contact and billing
Thank you to our partners!
http://gist.idsproject.org
Rochester RegionalLibrary Council
Building Change
• Project Management• Technical Strategies– Technical skills and software knowledge– Hosted server?
• Political Strategies– Admin Leadership– Partnerships:
• Acquisitions• Collection Development• IT
– Vision: What does a transformed library look like?
THANK YOU!
Presentations, documentation, downloads, & listserv available at:http://gist.idsproject.org