Monday, January 24, 2011

Snow drifts

Venturing away from sleep on a late snowy evening to plow the piles of email and revisit the new book I purchased to read awhile before donating to Milne; Business Model Generation by Alexander Osterwalder & Yves Pigneur - what caught my eye was the style it was written. Seems like the authors worked hard to put the web in print, nice to also see how it was co-created by 470 practitioners from 45 countries. Collaborative writing styles are growing nicely these days.

So too the blurring among publishing and internet forms, fascinating evolution, imagine how within 5 year sprints... how many new forms are created, some take off, and others fade away.

In this handbook, the challenge is to provide practical help for change agents...

business models & higher education may not as easily blur, but the notions of model canvas are nicely composed to visualize key terms like; customer segments, value proposition, channels, customer relationships, revenue streams, key resources, key activities, key partnerships and cost structure. The concept map as seen as a jigsaw puzzle nicely reinforces the text. More important are the questions that frame each section; customer segments - for whom are we creating value? I wonder how similarly designed this notion is with ACRL value report: "Purpose – The following review and report is intended to provide Association of College
and Research Libraries (ACRL) leaders and the academic community with 1) a clear
view of the current state of the literature on value of libraries within an institutional context, 2) suggestions for immediate “Next Steps” in the demonstration of academic library value, and 3) a “Research Agenda” for articulating academic library value. It strives to help librarians understand, based on professional literature, the current answer to the question, “How does the library advance the missions of the institution?” "

The value we deliver to customers or value proposition (bundle of products and services) and "reason why customers turn to one company over another" is an interesting read. While being a host of Q/A, Instruction, Access and Delivery, and IT/Info products and services, I find that one of the greatest values of libraries is their cooperative and engaging ways of innovation and problem-solving that leads end-user and colleagues alike to transformation. The stacks, study carrels, and classrooms frame what is happening. Univ. of Virginia libraries called it crossroads, which reminded me of the old roads in Brittany France; I imagine it to be more like all the sparkling of neurons in a brain - if we look for synergies, I think we often see them starting in libraries - is that a business model?

Well, got to the section on Newspapers: free or not free, and realize it's time for plowing through more emails with my snow shovel.

Friday, March 26, 2010

ILLiad Update – Genie Powell

Genie says thanks to all attendee’s – biggest attendance ever.

Presentations will all be available on the website by next week, also some of the Int’l ILLiad Conference updates will be included on Atlas’ Facebook, twitter and flickr. "The official Twitter Hashtag for the conference is #illiad10 so feel free to follow along or add your own input if you're attending. We'll link to a stream of those tweets from the conference web site as well once the conference starts. And don't forget you can follow Atlas Systems on Twitter - we're @atlassystems . If you have any questions about the web site or the conference, send us an email at"

Other news; Atlas is hiring 2 positions; a developer and support person.

ILLiad 8

Old version had a few troubles...
People said ILLiad 8.0 was slow – opening a request in 7.4 fast, but 8, takes 10 seconds. It wasn’t a server or firewall issue, it was a layer around the server.

So Atlas fixed all that and it is as fast or faster than 7.4.
Reviewing cool new features; looking up users, viewing both borrowing and document delivery requests, and more.
Documentation site: ILLiad release notes with lots of details.

But wait, it gets much better than that...
Atlas added a new feature, it came in the last update as new scripts that allow you to open a browser in ILLiad, and run a web service. What do these look like?

They add new tabs in ILLiad, along side the OCLC and holdings tab, the script tabs included in the recent ILLiad update include a Google and Google Scholar service for articles, and Amazon for loans. Actually, with a little simple programming, you can create actions to do with web services (within the ILLiad client)

Cool feature is that these web services can import data into ILLiad, I know - while looking at Amazon – click on Import, and the script can pull in the price – you pick field to fill.

These are extremely powerful new tools that can expand what ILLiad does – streamline the processing by automatically looking up the citation in various web services; Amazon, Google, Bing, Web OPAC (for call # and location), UPS, Netflix, Dissertations Express, and more...

Web OPAC searching – script if your ILS’s Z39.50 isn’t reliable.

Article requests now automatically have Google, Google Search, and can have your Open URL look up as threaded searches (no delays in a request opening) That means you can fill borrowing, document delivery, and lending requests for articles even easier now - no need to look up manually.

Shipments tab – UPS Tracking code allows you a quick look up for an item that was shipped.

Atlas will soon post the documentation to activate these scripts, and some instructions. More on Lua:

Also, Atlas will create some Atlas approved folder for lua scripts - ideally the community shares them. We can share these to really make powerful service extensions and automate so many staff functions; manual searches in Amazon, Google, and digital library (output or input)?

There was much amazement at how seamless this all worked in ILLiad, but it also was amazing to see how people were struck with realizing they were given powerful keys to unlocking many manual web services workflows that complicated their lives. This changes the playing field for ILL - it is rapidly moving into the service request business in libraries - a request could be either an ILL or acquisitions request, but it also helps process that into reserves, digital libraries (receiving and input stages), and much more. Kudos to the Atlas Systems folks for their creativity - ILLiad was always flexible, but now, easily adaptive to web services makes our lives so much easier, with potential to transform the very nature of library functions; acquisitions, etc. Next week, we want to create a netflix tab, and a OCLC connexion tab, maybe a course management tab - wow, so much fun work ahead after a wonderful conference is refreshing - fun homework - let's change what and how we do things with cool lua scripts on tab at a time.

OCLC Update ILLiad Conference – Katie Birch

Lots of updates on software, product developments, and what next ahead...

Introducing the OCLC team
Tony Melvyn – WCRS product manager
Christa Starck – Navigator product manager
Jennifer Corsi – Policies Directory product manager
Ed Davidson – Navigator/VDX
John Trares – ILLiad hosting
Julie Nye – Analyst
Katie Birch – Delivery Services portfolio manager

Policies Directory upgrade:
• More than 10 fixes based on feedback.
• 3 webinars – 725 attendees
• “Real-time” supplier status in testing. (Real-ish time) :-)

OCLC is working to help Document Suppliers in their changes:
• CAI – InfoTrieve – seamless to users, CAI no longer uses IFM in January, but they returned to IFM soon after. Official transfer Aug. 1, 2010. Retaining CAI as an OCLC symbol.
• British Library: 4 symbols; UKM, BRI, BLSTP, BLNPL – but BRI is the supplying symbol.
• BSB – GEBAY; Bavarian State Library; pilot ended in November, continuing as full lender.

360 degrees of Library Cooperation
• Greening ILL – Dennis Massie (former RLG group) sponsored a report:
• May 6 webinar,

Resource Sharing Survey –
Feedback for creating a best practices program...
Best Practices – resource sharing and delivery services:
Jennifer Corse is the contact for that project.

Delivery services survey results; 2/3 found home delivery somewhat valuable – survey from the Montana Direct and Better World Books OCLC Direct pilots. Working on a contract with Better World Books contract for a May install.

May – WCRS ILLiad sometime later

Loan: Returnables
• QUICK: New books $25, 1.7 million holdings, 2K unique items (no other libraries have this) IFM participants.
• BWBKS: All paperbacks & used books, $15, 150K holdings, 45 unique items. IFM participants.

Worldcat Direct requires a signature agreement at the policies directory. ILL Staff can select WorlCat Direct. Workflow:
1. BWB mails books to patron’s address (home, office, etc.)
2. Patron and library receive an email indicating that BWB has supplied the item.
3. Patron receives a prepaid return mailer supplied to the patron. 45 day loans.
4. Insert with every book indicating to the patron that the item has been supplied by their library, and details about how to purchase.
Interested: contact Tony Melvyn

Direct Request for Articles
• Enhanced workflow for licensed journal articles
• New OCLC Knowledge Base integrated with Worldcat
o Data ingest being developed for SFX and Serials Solutions initially
o Used to configure links to licensed articles
• New License Manager (L-MAN)
• WorldCat Resource Sharing and ILLiad
• No additional subscription required

Currently, Knowledge Base under test at OCLC, turn it on under WorldCat Resource sharing – preferences:
• No – not set up knowledge base, only want print journals.
• E within group – custom holdings – 1st group, E & P within group
• E across group – custom holdings (all groups), ignore P – E is most important

Borrowing Locally held...
Phase 1: know that you own it, route to review file.
Phase 2: know that you own it, route to review file, add a deep link provided to that article.

• Requests include all OCLC#s (FRBR)
• Deep link to article
• Multiple collections and holdings for various sources

Lending request...
Phase 1: ILL OK, NO ILL
Phase 2: add silent to the terms
Phase 2: add instructions “non-profit only”, print only, etc.

Phase 1: May 2010 - pilot libraries
Phase 2: August 2010
WCRS and ILLiad available at the same time.

Thank you to...: IDS Project, Ohio State U., Penn State Univ, Univ. of Chicago, North Carolina State Univ., etc.

Projects in Planning
• Policy directory: internal web service to enable view by ILLiad, VDX, and Navigator to pull data from the policy directory in those applications. Regional offices will contact libraries without entries to use a new form to add data via a web form.
• Deflection enhancements – IFM deflection, on order item deflection, LHR deflection
o How do our products work with Andrew Pace’s Web Scale Management system? Deflection service.

Thursday, March 25, 2010

Wondering A’loud: Visioning the Future of Resource Sharing and Delivery – Glenn Sandberg & Paul Doty

Glenn Sandberg says...
“The place to go, when you need to know” library slogan at Rutgers University Libraries.
How do you expand your services – and save cost – do more for less...

ILL should become the public face of the University libraries – raise your profile. It is important for people to understand what we do. We do a lot of work – we are busy.

Aug. 2007 Rutgers launched ILLiad – went to free ILL service to their users, that increased the work. Feb. ‘09 900 article requests filled, Feb ‘10 1,900 article requests filled. We now can scan our print collection and post to ILLiad and deliver to users fast – it is highly valued by users, they don’t want to see it go away.

Jobs are changing – reserve processing is changing as online content and online courses change the nature of the service – as these decrease over time, staffing can change.

Remaining relevant – we have done that.
• What are you willing to do for people? How far are you willing to go?

Delivering books to faculty? Purchase items? How far will you go?
• Free digitizing of articles from print holdings in remote locations/Annex only.

Paul Doty
eBooks and ILL – public service as the public face of the library.
Google Books: discusses that Google isn’t our enemy, Google is extremely useful for libraries. Libraries succeed when all of us are considered library users.

Collection is an integral part of the library – the collection is the face of the library. ILL makes that face malleable to users. In making a collection, a library identity – library collections are a service role to be made useful to a body of users.

Google Books and terms of the settlement – Karen Coyle, Robert Denton, implications on libraries. Printed book is the thing that gives users the most rights; DRM may seriously restrict the future of platform and user services.

Can ILL, by virtue of getting this material, be the agency that comes down on the side of the user – defending their needs and control?

Accessing print books rather than digital content – libraries as readers’ refuge. We are fostering a community of readers. Is the print book a better technology for delivering a sustained body of literature reading? Print value: First sale rights – easy to sell a book, but do you see used software stores? Attendees discuss the merits and challenges of ebooks.

Textbooks – what can we do to serve our users obtain textbooks? Leasing, cost, borrowing, work with publishers, there must be a strategy that can make sense. Cooperative collection development? Publishers sell loose-leaf (50% reduced cost), textbook donations, state of Maryland – asked Universities and Colleges look at what is purchased; if only 2-3 chapters, don’t require new editions.

Reading digital text and print text – future library collections? How do people read anymore?

Discussion of future of reading and textbooks.

Cyril’s note: Why do we buy so much used-less print reference collection when users want and need textbooks? We borrow so many textbooks for students at such a high cost, why not buy textbooks and place on Reserves instead? We need to work with faculty producing the print scholarship that will not be used by their future students?

Free for All! Interlibrary Loan and Open Access – Tina Baich

Open Access Defined; Internet based, Free content, Free of most copyright restrictions
Does open access make scholarly communications less expensive and increase research impact?
Tina’s delicious tool:, in particular:

False expectations: If more content is freely available, ILL requests will go down.
Users aren’t finding these options, so ILL is locating more of them.

Received about 400 requests / month for materials what we own, so if they aren’t finding those, they aren’t finding materials on the open web.

Borrowing requests fill about 10-14K / year

Open Access Requests @ IUP
Quarterly data shows roughly 8-70 requests.

ETD’s: Electronic Theses and Dissertations
OA Theses requests @ IUP: sources vary widely, not all found using Google.
• Canada Theses Portal (interestingly, all the Canadian theses were found in institutional repositories, and not the Canada Theses Portal); CARL open archives metadata harvester.
• Ethos: British Library Electronic Theses Online Services
People who use this, the end-user, must sign off on the request to protect copyright.
• Networked Digital Library of Theses and Dissertations; 88 institutions:

210 Open Access articles since Feb. 2009, distribution:
Predominately Freely access science journals, DOAJ, HighWire Press (not all is free: , J-STAGE are predominate.
PubMed Central:

Rarely does she go to these sites because Serials Solutions indexes them and makes DOAJ / OA titles available by turning on the “Freely Accessible...” list of sources.

AO Articles not found in Serials Solutions, found on the web – wide and varied, found by a Google Search. Persee is an interesting European collection of OA journals, in particular French titles. Also the Free Library by Farlex which contains about 19M articles and books.

9 Google books found, 5 Internet Archive, 1 other websites.
OA Gov Doc requests @ IUP: 6 government websites, 2 Google books.

New FDSYS search system, to replace GPO Access:

OA Conference Paper Requests @ IUP; all academic 9, conference related websites 5, author web page 2, defense tech. Info. Center 2, IR: 1

OpenDoar and OAIster are general resources.

Tracking the OA Requests
•Establish a lender address: add address – create symbol OPEN = open access and save
•Create a custom email and email routing rule – finishes as Delivered to Web in Borrowing – so they post PDF and send URL.

Lender and System ID – insert lender and change system ID to OTH.

Charles Bailey open access bibliography:

Getting to know all about you... ILLiad User Demographics by Stephanie Spires

Getting to know all about you... ILLiad User Demographics – Stephanie Spires

Users Table
Every registered user has a record in the table; each record has a unique username, lots of fields for each user; status, department, street, email addresses, preferences, etc.

Getting to know them – means finding about them – their registration data and their use stats.

User table, transactions, and tracking table
Users are associated with Borrowing and Document Delivery transactions by username – each record has an associated username that links back to users table; each username has only one record.
Stephanie share the ILLiad diagram – useful, but it would be nice to update this and add the Worldcat Info table.

History and Tracking are similar, but history includes billing and supplier data.
Tracking is a short table, only TN#, DateTime, ChangedTo, ChangedBy

Transactions table is a big table; TransactionDate is last revision of the TransactionStatus.
From Tracking, you could see the changes in transaction for date/time stamps.

User Table provides all the demographic data that we are focusing on – looking at their use; Transactions table is important. Users and Transactions are matched by Username.

Using ILLiad 8 – search requests interface is on the ribbon.

Tip: Cleared column: B is cleared, BX is blocked.

PivotTable with exported Excel from ILLiad makes it easy to see the count of users by department or status. Who is using our services?

Search – custom search – custom request search
• Add a condition about Tracking.ChangedTo = Submitted by Customer
• Add a condition about Tracking.DateTime = Is between -select date range-

Custom searches can be saved. Idea – let’s share our cool custom searches by saving IRRP’s (saved – add them to the workflow toolkit)

Libraries in the Cloud: Sharing Resources at Web Scale – Chip Nilges

Genie’s welcome - ILLiad10# is the twitter hash tag, feedback is important.

Genie’s story; Chip been at OCLC since 1994. Karen Oye was giving a presentation to OCLC about ILLiad. Chip asked if ILLiad was too good to be true “nothing is that good,” Genie admits – yes, ILLiad is that good.

User’s dilemma – confusing paths to information landscape – where is the library in this picture. Getting the library in the users’ workflow is important.

Cloud computing – pinnacle of hype-curve – computing platform – web-based applications with shared data and services.

KPMG report:

Infrastructure: Amazon web services

Platform: Google, Facebook

Applications: Sales force, Netsuite

? missed this slide, but the slides are available from ILLiad’s website.

Web scale value proposition – according to Amazon, cloud computing is a market shift away from % resources in infrastructure to initiative.

  1. Data is the Intel inside
  2. Shared platforms create network effects
  3. Syndication creates web reach

From What is Web 2.0 – Tim O’Reilly

Aggregating data contributed by libraries – at a global level, data sharing arrangements have power to provide service to users – increasing access points. Argues that all the access points help users. Given how confusing the world is, gravitational pull towards library data would be nice – that is the problem.

Libraries worldwide: 1,212,383

Circulation / ILL: 4.9B

OPAC searches 105.6B

Annual transactions 5,265 transactions / second – pulling these transactions within a handful of commodity servers is possible.

OCLC Goal:

Help libraries to deliver their full capacity to the user at the point of need on the Web, in a manner that’s consistent with user expectations shaped by global Web brands.

Libraries and Web Scale: Where are we today?

Chip has nice slides showing timeline of library services 70s, 80s, 90s, etc.

Lots of disconnects in the systems that evolved, mass digitization projects creating a new access point. Collective collection emerging: Orbis Cascade Alliance, Open Library, Hathi Trust, Georgia public libraries...

We need to connect data – make a large collective collection.

User expectations are changing. OCLC’s Online catalogs report shows differences between user and librarian expectations.

So what is OCLC doing about web scale?

  • Data – syndication – services
  • Data: Make data work – available.
    • Worldcat has 169.9+ million records, 1.5+ billion holdings.
    • Unicode / languages supported
    • 34 national libraries are loading records into worldcat.
    • Collective collection – integrating data that describes content;
    • Licensed digital content; databases, journal articles – Informatics; about 2M ebook records.
    • Special collections; archives & manuscripts, institutional repositories, theses & dissertations
    • Local library content being digitized; mass digitization projects, Google Books, Hathi Trust, Library digitized content. Worldcat synchronizes 12 million titles scanned from library collections. Archive Grid – database describing primary source materials and indexed in; OAIster moved into OCLC.
    • Registry growth 2007-2009: 70K records to 130K records.
    • Cataloging authors and researchers – OCLC Identities: Syndication:

  • Over 9K registered affiliates through our self-service searchbox and open linking... Google, Yahoo, Bing, EasyBib,, Baidu, LibraryThing, etc.
  • Example of finding a worldcat record from google – not high up in ranking because data does not contain as much review content as other sites <- interesting dilemma for library systems – note; we should be able to work with our users in their workflow to help reviews; i.e. promote using links, programs, etc.
  • EasyBib – helps students format references – they integrated Worldcat API.

Worldcat traffic: mobile 1%, direct access to 11%, worldcat local 34%, search engines 30%, etc.

Services:, Worldcat local – traffic to openURL resolvers and requests significantly increased. Willamette University; ILL book requests up 270%.

2010 webscale: Circulation Components in alpha testing, acquisitions in development since early 2009; in the works; license management, etc. Unified selection and acquisitions; library, users, suppliers, data, etc.

Andrew Pace has a Web Scale Management team.

Constance Malpas – OCLC Research: Cloud-sourcing collection management: NYU libraries, ReCAP, HathiTrust. Team is looking at cooperative agreements – reduce duplication, maybe reduce cost by 20% potentially.

Harris study results:

  • End user services; web scale home delivery, survey results; lots of favorable survey results showing users interested in this, and even willing to pay for the cost of shipping, many using credit cards.
  • Get it from a library using Amazon makes sense.
  • Linking librarians in answer services – identifying authoritative resources to use, finding appropriate materials, etc.
  • If you can have one library card that could use at all participating libraries? About 65% say a global library card would be useful.