IDS Project Conference 2014 Agenda

Wednesday, July 30, 2014

Thursday, July 31, 2014

Friday, August 1, 2014

Thursday, July 31st, 2014

Thursday, 10:30am - 11:20am

• Become an ILLiad "Power User" with Your Own Custom Shortcuts and Scripts (Glen Bogardus)
• Any ILLiad user in a high volume ILL office spends a large portion of their workday within the client processing and managing requests, performing repetitive actions day in and day out. This presentation will demonstrate how to use the IDS-recommended program "AutoHotKey" to easily create custom keyboard and mouse shortcuts for ILLiad. Shortcuts, personally tailored to your own tastes, have the potential to cut processing times and automate common tasks. Tasks that require several clicks of the mouse can be simplified to the push of a single keyboard button, or a common keyboard command can be moved to the mouse for instant access. We spend far too much time using ILLiad to not be "power users," getting the most we can out of the program.


• IDS Logic (Shannon Pritting)
• This presentation will provide an overview of IDS Logic, and will cover services and rules currently available for use, as well as covering upcoming enhancements and improvements. A general overview of how IDS Logic works will be provided, and there will also be discussion of desired rules and services will also be provided.


• GDM Online (Mark Sullivan)
• The Gift & Deselection Manager Online (GDM) will manage and streamline a single library’s workflow for processing gifts and evaluating materials for weeding while aiding in coordinated collection development, last copy detection, and resource sharing. By linking gift processing, conspectus analysis, and deselection among all the IDS libraries, GDM Online would achieve a high level of interconnectedness. This system would also allow for enhanced acquisitions through usage data from ILLiad systems, book lists, and circulation statistics. Weeding of collections, on a consortial scale with GDM Online, would provide for a simple way to determine if one library’s discards would fit another library’s subject area. Last Copy could be easily determined and would prevent the loss of a unique item from IDS libraries.


• Say it again, using small words: Helping librarians and developers communicate effectively (Karen Coombs)
• A developer and a librarian sit down to talk about developing a new feature for your library system. Sometimes hilarity ensues, sometimes it’s an exercise in frustration, and occasionally, it's the start of a successful project. In our experience, communication almost always makes the difference in terms of getting to success. And let's face it: because each profession has its own rich--and nuanced--practices and vocabulary, there are some big communication challenges when these two worlds meet. Many times, staff members aren't sure how to start a productive conversation. You'll learn some simple, proven methods for articulating and understanding user needs that anyone can employ. You'll be introduced to some useful software development practices like problem statements, user stories and acceptance criteria that create a common understanding of the goals for your project. Finally, you'll also see how developers can build test cases based directly on user stories, ensuring that the design and the product solve the right problem for the user. Join the OCLC Developer Network staff for a lively discussion about how to have a conversation with someone who only sort of speaks your language.

Thursday, 11:30am - 12:20pm

• Collaborative Sharing, it’s not just for resources (Simone Yearwood)
• Collaboration within the library, with external campus constituents, and among consortial libraries is a cornerstone of quality service standards. Interlibrary Loan is based on the notion of sharing our collections. With this being the case, why not collaborate in staffing? In today's climate of understaffed library units, it is important that we discover ways in which to continue providing high quality service to our users. Learn how staff collaboration and cross training within the library's Access Services unit composed of Circulation, Course Reserves, Information, Interlibrary Loan, Media, and Stacks Management enables us to provide continued, efficient services to library patrons. This collaboration goes beyond Access Services and extends to Purchasing-on-demand collaboration between the Interlibrary Loan unit and the Acquisitions Department. This presentation seeks to assist attendees in learning how to build teams within their Library units. A team is defined as a group of people working together toward a common goal. The teams are expected to work together to provide continued service to library patrons; a collaborative team environment is essential for success.


• Lending Availability Service (Shannon Pritting)
• This presentation will provide an overview of the features of the IDS Lending Availability Service, and will go through implementation, troubleshooting, and some advanced features.


• Repurposing Library Space through Weeding Periodicals: Insights and Practical Advice (Sreedevi Satyavolu)
• Adelphi Libraries undertook a number of projects beginning of spring 2013 to reorganize the periodicals collection, standardize procedures, and improve accuracy of holdings in the catalog. However, we had to change direction due to impending major library renovation project and a smaller offsite shelving space for the periodical collection. This presentation will discuss the process of weeding, and the challenges, workflow(s), and servicing of the periodical collection and provide useful insights and lessons learned from the process.


• IDS Project Update (IDS Project Admin Team)
• Description forthcoming.

Thursday, 1:50pm - 2:40pm

• The Who, What, When, Where, Why, and How of Get It Now (Tim Bowen, Logan Rath)
• CCC's Get it Now service provides academic library patrons with immediate fulfillment of unsubscribed journal articles 24 hours a day, 7 days a week. Available in an ILLiad-based mediated workflow or an OpenURL link resolver-based unmediated workflow, Get It Now has been adopted by over 200 institutions including over a dozen SUNY campuses. In this session, Tim Bowen of CCC will give a brief overview of the service, who's using it and how, as well as what's new and planned enhancements. Logan Rath of SUNY Brockport will then share his experiences using Get It Now, including benefits derived, challenges faced, and future plans. We will then open the discussion up to the audience for questions and suggestions.


• User Centric Improvements with ILLiad and NCIP (Leila Smith, #TheBillJones)
• Harvard University and the IDS Project have collaborated to develop an ILLiad Addon that transmits interlibrary loan transactional data to Aleph, using the NCIP protocol, for processing and management. The connection has created a number of positive patron-facing changes for the Harvard Library, with the ultimate goal being the centralization of Harvard's 15 resource sharing operations. The ILLiad Addon enables materials to be charged directly to patrons' circulation records, which allows patrons to visit one website for renewals and to view their currently checked out items. The most positive change is allowing patrons to select a pickup location on campus other than the library they are affiliated with, which is a request Resource Sharing staff are often faced with but are unable to facilitate for a variety of reasons. Additionally, patrons will be able to return their ILL materials to any library; currently they must return to the library in which the material was borrowed from, which is not always convenient.


• Open SUNY Textbooks (Kate Pitcher)
• Between 2002 and 2012, the cost of textbooks rose 82%, as reported by the 2013 U.S. GAO report College Textbooks.
  
  The 2012 Florida Student Textbook Survey found that because of textbook costs:
  • 64% of students didn’t purchase a required textbook
  • 45% didn’t register for a course
  • 49% took fewer courses
  • 27% dropped a course
  
  The cost to students and learning is severe, and maintaining library textbooks on reserve is a limited, expensive, and unsustainable solution. Academic libraries and their academic institutions need new strategies that reduce the cost of textbooks. This session will discuss the Open SUNY Textbook program, (https://www.opensuny.org) a multi-institution program with SUNY faculty & libraries publishing open textbooks & promoting OER use. The program started as an innovative publishing program with key strategies including collaboration across SUNY and libraries, rapid prototype processes and services. Pilot 1 has published 6 of the 15 it selected for publication in 2014, and the second pilot has selected 15 more for publication in 2015. The first pilot received 38 proposals, and the second pilot received 46. The publishing program includes peer review, copy editing, and some instructional design services. This proof of concept is building our awareness and capacity to publish open textbooks, and in the last 9 months, Open SUNY Textbooks has had over 12,000 new viewers, with almost 20% of these visits from outside the US. This presentation provides a brief summary of the program, lessons learned and next steps to significantly expand the program and adoption of OERs.


• The Value of IDS Project (IDS Project Admin Team)
• Description forthcoming.

Thursday, 2:50pm - 3:40pm

• Patron overdue billing using ILLiad (Ben Hogben)
• Some libraries use their ILS system to bill patrons overdue fines and replacement fees for ILL items. This presentation will discuss how overdue fine/replacement fee billing was implemented using the ILLiad Billing Manager. We will discuss the challenges of setting up this process, in terms of patron records and notifications, and how it differs from using an ILS system for billing patrons.


• LDAP: What Is It, Do I Want it, and How Do I Make It Work for Me? (Rebecca Hyams)
• Do your patrons complain that they've forgotten their username or password for ILLiad (or that they have to remember yet another one)? Have some of them created more than one account because they forgot they had one already? Are you spending time clearing new users that you could spend instead on other work? Then perhaps switching to LDAP sign in for your ILLiad web interface is right for you. This presentation will look at what LDAP is, the pros and cons of using it with ILLiad, and how to talk to your local friendly IT/Systems people and other library staff to get things running smoothly.


• Going For Broke: Using Millennium to Manage 3 Simultaneous Deselection Projects
  (Mike Hawthorne)
• This presentation will review how Wayne State University staff used basic functions of Millennium ILS to design and implement a 3-prong deselection project that resulted in the withdrawal of over 200,000 volumes in 18 month period. We will outline best practices used by Wayne State for a process that required a minimal amount of manual record updating, the export and analyzing of data from Millennium ILS, the processing of thousands un-barcoded items, a script that could create review files from list of record numbers, and pull lists to speed pulling as well as identify problems with our data. This program will demonstrate how to take a complex project, break it down among staff, and take full advantage of Millennium ILS data and functions to achieve desired outcomes.


• Administration Roundtables (IDS Project Admin Team)
• Description forthcoming.

Thursday, 4:30pm - 5:20pm

• Adding Value to Our Libraries: Innovating and Collaborating the IDS Way
  (Philip Mui, Silvia Cho, Beth Posner)
• Librarians and library staff members are always searching for new and different ways to provide the high level of service that our patrons deserve. Superior service is likely to require collaboration between different departments. The IDS Project's tools and philosophy of mutual trust and support can help us work better within our libraries, as well as with other libraries. The IDS Project is well-established as a consortium focused on technological innovation, mutual mentorship, pooling of resources, and the development of best practices. Not does the IDS Project provide all its members with innovative technological breakthroughs that help streamline workflows and create seamless services between libraries, it also helps to create strong bonds between staff at different libraries and demonstrates the value of teamwork and collaboration. In this presentation, we will explore how the IDS Project's tools, as well as its philosophy, can be used to work within our libraries to benefit all of us. For example, The IDS Project's GIST and Logic systems integrate acquisitions, collaborative collection development and circulation management into the ILL workflow. TPAM helps with training and administrative decisions. More broadly, IDS training and best practices in using ILLiad emails and customization can help tailor reference and instruction, referrals, promotion of open access publishing, and outreach/marketing, as well as collaborating with the maintenance of catalogs and electronic resources. The IDS Project's impact is also evident in its role in highlighting resource sharing as a crossroads of library development and the big debates in the library field today, such as embargoes, restrictive license terms, copyright guidelines, buying versus borrowing, e-books and more. All of this involves collaborative efforts with other library departments as well as the larger library community. And, all of this helps library staff to help library patrons.


• IDS Data Services: First Glimpse (Steelsen Smith)
• This presentation will cover new data services being developed by the IDS Project that will supplant and surpass TPAM2. Crucial differences between the systems, as well as how to obtain the information currently presented in TPAM2 will be addressed. The reporting platform will be discussed as well as new opportunities for self-service reporting.


• The Department of "Getting It!" (Steve Weiter, Ruth Owens)
• The Department of "Getting It!" Libraries continue to struggle with flat or shrinking budgets and increased subscription prices. We keep looking for ways to control costs and yet retain and enhance high-quality, valued services. One reaction to this need is the "patron driven" acquisition model. But how does one make that really work? How do you know when to borrow and when to buy? Who coordinates that information? How many people are in that decision chain? How do you provide requested materials in a timely, affordable, effective manner? At SUNY ESF we answered these questions by creating the Department of "Getting it!" This presentation will discuss and describe how we re-designed ILL and Acquisitions responsibilities to create a combined service with a coordinated and rational flow of information for decision making. Integral to this service was the use of GDM, GIST, and ILLIAD as tools enabling this to occur.


• Administration Recap (IDS Project Admin Team)
• Description forthcoming.

Friday, August 1st, 2014

Friday, 10:00am - 10:50am

• Train the Trainer: New ILL Staff (Sreedevi Satyavolu, #TheBillJones, Tim Bowersox)
• Description forthcoming.


• Lightning Talks
• Description forthcoming.


• Depth of Collaboration : Orbis Cascade Alliance (Anya Arnold)
• A presentations that traces the decision process to choose Alma and Primo. The communication process, and implementation process of moving 37 libraries to one shared ILS and discovery platform. What we saw as the current benefits and what we see as future potential as well as lessons learned along the way.

Friday, 11:00am - 11:50am

• RapidR - RapidILL expands to lending books
  (Joseph Natale)
• During the Winter and Spring of 2014, RapidILL initiated a pilot program for lending books among 5 pilot participants in New England. This pilot allowed for participants to use ILLiad and the Rapid Manager to seamlessly borrow and lend books from each other using real time title shelf availability. The pilot project was such a success that it is being launched July 1st to the rest of the RapidILL community. This presentation will outline how the RapidR program works with ILLiad to improve any interlibrary loan department's level of service to its users.


• Shaping the future of ILLiad Addons (Matthew Calsada)
• The ability to extend ILLiad with Addons and the WebPlatform evolves in each release. Find out about the latest changes in ILLiad 8.5 and ideas for future ILLiad versions that may help when developing your own addons and integrations that use the WebPlatform. Be sure to bring your ideas for things you'd like to be able to do with addons and what ILLiad data should be exposed to the API.


• Empire Shared Collection Program: Preserving legacy print collections together (Nicole Colello)
• In the current library environment, academic and public libraries tend to work independently from each other when making collection management decisions such as retention, storage, and preservation. The Empire Shared Collection Program promotes the cost-effective management and preservation of low-use print legacy collections by storing the shared collection in a high-density, central location. By providing prompt document delivery of the collection, the program supports ready and perpetual access to all member library users. In this session I will discuss the tools, standards, services, costs and policies that are needed to create and sustain a collaborative print repository. Questions such as who makes the decisions, who owns the materials, how membership costs are developed, how records for the collection are discovered, and how access to the collection is provided will be answered. I will discuss the future phases of the program such as a shared "last copy" monograph collection, a distributed model of serials that support core curriculum, and opportunities to collaborate on other shared services.

Friday, 12:00pm - 12:50pm

• Campus Delivery: The Nuts and Bolts of a "We'll Get It For You" Model (Ruth Owens, Heidi Webb)
• In order to provide a higher level of service to our campus community, the staff at the SUNY College of Environmental Science and Forestry's Moon Library implemented a campus delivery service that includes both traditional interlibrary loan materials as well as locally owned materials. Through this new "We'll get it for you" type service, physical items are delivered to faculty, staff, and graduate students who have an office on our main campus. Part of this service also involves routing requests from our remote campuses through ILLiad so that students and researchers at remote field stations in the Adirondacks can have greater access to library resources. Further, requests for items held locally in Moon Library are no longer canceled and instead those items are retrieved from the stacks and either delivered directly to users or held for pickup at the circulation desk. This joint presentation will incorporate expertise from both the management and technical perspective to discuss the entire implementation process. Topics will include how we adjusted our workflow, updated ILL webpages, created routing rules, updated email templates, utilized both ILLiad and our Integrated Library System (Aleph), integrated campus delivery into EBSCO Discovery Service, and set up policies to get this service running.


• Basic Authentication to Remote Authentication using Ezproxy (Chris White, Jennifer Acker)
• The presentation would give an overview of different remote authentication systems in use by academic libraries and then focus on one particular system--ezproxy. By exploring the issues involved in implementing- ezproxy based authentication, we hope to demystify implementation of remote authentication systems and demonstrate that, with ezproxy, the barriers to implementation are easily surmounted. In discussing ezproxy, we will give a quick overview of its advantages and disadvantages, in comparison with other remote authentication configurations, of authenticating using ezproxy, and then discuss the experience of two academic libraries, HVCC and Sage, in migrating from ILLiad basic authentication to Ezproxy authentication. The experience of HVCC and Sage in migrating to ezproxy are illuminating both in terms of comparing the transition in the context of two different authentication base authentication systems, Shibboleth and LDAP, and in demonstrating how once the base authentication system is in place, the migration to ezproxy is essentially one of cleaning up the user database. The transition itself involves a simple tweak to the ezproxy configuration, editing web pages, and changing OpenURL links. The presentation will show how each of these tasks is quite manageable and migration to ezproxy can be done quite quickly. After addressing specific issues such as users that do not exist in ezproxy, the presentation will conclude by pointing out all the advantages, both in terms of user management and user experience, that result from moving to ezproxy authentication


• I2NY: Doing More with More (Karin Wikoff)
• Karin Wikoff, Electronic and Technical Services Librarian at Ithaca College Library, will bring you up-to-date on the wide variety of initiatives of I2NY (Information Infrastructure for New York State). I2NY hopes to leverage collaboration between libraries of all kinds in order to build an infrastructure which supports affordable access to information resources. The six Work Groups of I2NY include: Enhancing Access to Research Databases, Empire State Digital Network, Library as Publisher, Communications Clearing House, Library Assessment/Return on Investment and Staffing Innovations. Opportunities are available for new participants.