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Dave Pattern Library Systems Manager University of Huddersfield

JISC HIKE Project ...or “40 Slides and a Kitten!”. Dave Pattern Library Systems Manager University of Huddersfield d.c.pattern@hud.ac.uk http://eprints.hud.ac.uk/17171/. Table of Contents. JISC HIKE Project Intota Cultural Change & Moving Forward. University of Huddersfield.

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Dave Pattern Library Systems Manager University of Huddersfield

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  1. JISC HIKE Project ...or “40 Slides and a Kitten!” Dave Pattern Library Systems Manager University of Huddersfield d.c.pattern@hud.ac.ukhttp://eprints.hud.ac.uk/17171/

  2. Table of Contents JISC HIKE Project Intota Cultural Change & Moving Forward

  3. University of Huddersfield

  4. University of HuddersfieldLibrary Services • 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 LibrisMetaLib & SFX

  5. University of Huddersfieldpain points with our LMS (v7.3.4 UK) • 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with non-library systems and no APIs • fixed workflows & duplication of effort • designed to support print materials • Outdated library catalogue (OPAC) • myriad of security concerns

  6. 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)

  7. JISC HIKE Project

  8. JISC HIKE Projectoverview • 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

  9. 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

  10. JISC Knowledge Base+ • see Liam Earney’s plenaryon Wednesday morning! • “... 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

  11. Why Intota? • Existing Serials Solutions customer • 360 Knowledge Base, 360 ResourceManager and Summon products • good working relationship with the company • Serials Solutions were keen to work with JISC Knowledge Base+

  12. Why Intota? • ...also, we wanted to have alook at a new fangled system  • Existing Serials Solutions customer • 360 Knowledge Base, 360 ResourceManager and Summon products • good working relationship with the company • Serials Solutions were keen to work with JISC Knowledge Base+

  13. JISC HIKE Projectinitial project aims (1/2) Evaluate available functionality of Intota Evaluate and report on available and planned API functionality of Intota Evaluate Intota’s general suitability for the UK HE market place

  14. JISC HIKE Projectinitial project aims (2/2) Provide a case study of the implementation of KB+ Provide guidance to vendors and institutions on the most effective way to integrate commercial products with KB+ Evaluate the impact on our workflows

  15. JISC HIKE Projectoutcomes • 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

  16. JISC HIKE Projectworkflows • http://library.hud.ac.uk/hike

  17. JISC HIKE Projectoutcomes • Evaluation of KB+ • comparison of workflows with other products (360 Knowledge Base & Resource Manager) • Fed back suggestions for improvement • interoperability between systems

  18. 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

  19. JISC HIKE Projectcrossover • Jill and Graham are doing abreakout session (Group A)! • 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

  20. JISC HIKE Projectoutcomes Final project report

  21. IntotaSerials Solutions • 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

  22. IntotaSerials Solutions • Multi-tenancy SaaS • Linked data model • Central Knowledge Base • managed authority data • Streamlined workflows (print & e) • Support for PDA/DDA • Open APIs

  23. IntotaAPIs • 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?

  24. 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

  25. Intotaold workflow example (page 1) 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 availability

  26. Intotaold workflow example (page 2) 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

  27. Intotaold workflow example (page 3) 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

  28. Intotaold workflow example (page 4) 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!)

  29. Intotaold workflow example (page 4) • process takes a week 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!)

  30. 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

  31. Intotaimproved workflows • process takes an hour 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

  32. 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

  33. Intotaimproved workflows (version 2) • process takes minutes 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

  34. 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)

  35. Change Management

  36. 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

  37. Change Management • 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

  38. JISC Knowledge Base+ • see Liam Earney’s plenaryon Wednesday morning! • “... 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

  39. That’s all folks! Thank you for listening  http://library.hud.ac.uk/hike email: d.c.pattern@hud.ac.uk slides: http://eprints.hud.ac.uk/17171/

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