1. IDS Project (idsproject.org) Promoting library excellence through community & technology

2. IDS Project @ METRO Intro – History – Members Updates – IDS Search – Circ Availability Service – ALIAS – IDS Training User Groups Mentors Workflow Toolkit

3. 2004

4. 2012

5. Spring 2012 74 Libraries Student Head-Count: ~ 425,000 Faculty Head-Count: ~ 37,000 Total Volumes: ~ 40,000,000 CUNY

6. A unified community of trust and support built around a critical and clearly understood common purpose: effective resource sharing.

7. Strategic Partners IDS Project Libraries Organizations Vendors IDS Project Partner Libraries Vendors

8. TOTAL IDS PROJECT ILL TRANSACTIONS January 2004 0 June 2012 ~660,000

9. Request Type Loaned within Project % filled within the Project Loans68,73054% Articles69,82663% January 1, 2011 - January 1, 2012

10. IDS Search

11. IDS Project Technology Development Team

12. One search box… millions of resources

13. Other Library Catalogs within the IDS Project (ALEPH, Voyager, Innovative, etc.) Z39.50 &/or screen scrape “Smart” ILL Request Interlibrary Loan (ILLiad) API

14. Integrates discovery and ILL borrowing OCLC WorldCat API results plus local ILS call number/circ status Search scope: local, IDS, world-wide, or custom groups (CUNY) Bells and whistles: spell check, Google Books info, RSS feeds, etc. Web-based, centrally hosted commercial server

15. Remotely hosted service No specialized/devoted staff to maintain Minimal set up, no system maintenance Only a WorldCat API key is necessary Z39.50 set up Same as Z39.50 in ILLiad Customization Manager Visual style/branding within minutes

16. Extensive usability testing Student usability studies at the University of Rochester Eye tracking at SUNY Geneseo Faculty usability studies at SUNY Oswego Test pilot library focus groups Unit testing of code base Progressive disclosure of search options and item detail Context sensitive functions: FRBR, autosearch, minimum holding libraries, filters, etc. Assessment of actual usage data

19. Collapsible left column Differentiated Author link styling User controlled # of results Upcoming: New Dashboard Stats Package Browsable Similar Items Search results containing eBooks

21. Local availability from ILS via Z39.50 connection Exclusive CUNY availability ILL request links from CLICS and ALEPH for un-owned/unavailable results eBooks displayed with physical items

25. Leverage your library partnerships!

28. Index changed from Subject to Keyword Scope changed from local (Milne Library) to Worldwide Format limit removed Auto-search triggered by 15%+ of user search

29. IDS Dashboard Usage statistics IDS collective and individual library breakdown Weekly, monthly, and yearly breakdown User search terms All aspects of search behavior

30. See how your users are searching your catalog: Pie charts, bar charts, heat maps, etc.

31. API Availability Search: Is it on the shelf? Patron places request in ILLiad provides possible lenders Patron request is processed API load balances lender string

32. Live search site: Live search site: http://search.idsproject.org/cuny/ http://search.idsproject.org/cuny/ Documentation: Documentation: http://idssearch.wordpress.com http://idssearch.wordpress.com Contact Contact Mike Curtis, IDS Search Project Manager Mike Curtis, IDS Search Project Manager IDSSearchManager@IDSProject.org IDSSearchManager@IDSProject.org

34. ALIAS Article Licensing Information Availability Service

35. ALIAS: Licensing Database ILLIAD Patron Request Query ISSN, date Library Codes for valid dates and licenses Awaiting Request Processing – Manual Process Article Licensing Information Availability Service (ALIAS) IDS Service Local Holdings Queue Request Sent to OCLC Article Direct Request – Automatic Process

36. 36 ALIAS Time Comparisons January 1, 2011 – March 31, 2011 Without ALIASWith ALIASDifference LibraryRequests Avg. Hours before sent to OCLC Requests Avg. Hours before sent to OCLC using ALIAS % Reduced Time Brooklyn College9519.65715.123% City College26311.91582.876% College of Staten Island22110.7280.397% CUNY Graduate Center165011.86683.471% John Jay18418.4 ALIAS not active LaGuardia CC1518.7 ALIAS not active

37. ALIAS: Time Saved Jan 1, 2011 – March 30, 2011

38. You Need ALIAS, ALIAS Needs You! National Scope: ALIAS included in Serials Solutions and SFX Addons for ILLiad 20 people from 12 libraries reviewed the license data last year We need more people willing to help this year!

40. Workflow Toolkit Repository of ILLiad best practices used by some 1,200 libraries internationally. Helps you... o Simplify your workflows o Save staff time o Cut ILL costs

41. Workflow Toolkit http://toolkit.idsproject.org Best practices wiki Workflow Toolkit http://toolkit.idsproject.org Best practices wiki Mentor Program Preparing new member libraries Helping current member libraries Actively learning and promoting ILLiad best practices Mentor Program Preparing new member libraries Helping current member libraries Actively learning and promoting ILLiad best practices Best Practices Community Regional User Groups Workflow Toolkit Blog WorkflowToolkit-L listserv Twitter feed Best Practices Community Regional User Groups Workflow Toolkit Blog WorkflowToolkit-L listserv Twitter feed Mentor Institute

42. Mentor Training Institute Prepares new volunteers to become mentors  Formal application process  Each volunteer must have their director's endorsement 8 sessions culminating in a graduation ceremony at the annual IDS Project Conference  Borrowing & lending best practices  Implementation of IDS technologies  Training skills & mentoring preparation Fellows become Certified IDS Project Mentors Provides ongoing training & skills development to all mentors: Mentors developed and ran the Best Practices Institute at the IDS Conference, August 2-3 rd, 2011.

43. Jennifer Acker Hudson Valley Community College Tim Bowersox SUNY Geneseo Karen Gardner-Athey SUNY Library & Information Services Micquel Little St. John Fisher College Lynne Marus Nazareth College Philip Mui New York Public Library Karen Okamoto John Jay College Beth Posner CUNY Graduate Center Logan Rath SUNY Brockport Chris Sisak Nazareth College Mark SullivanSUNY Geneseo Certified Mentors

44. Regions of Mutual Support

45. When: Wednesday, August 8 and Thursday, August 9 (11am – 4pm) Where: METRO Library Council, 57 East 11 th St., NY, NY, 4 th Floor First Regional Users Group Workshops When: Thursday, August 2 (11am – 4pm) Where: Albany Medical Center Schaffer Library of Health Sciences When: Tuesday, July 31 (11am – 4pm) Where: Rochester Regional Library Council

46. Questions?

47. THANK YOU For more information, visit: http://idsproject.org/http://idsproject.org/ Or contact Ed Rivenburgh, IDS Project Director: edr@geneseo.edu or 585-245-5172edr@geneseo.edu Cyril Oberlander, Interim Library Director: cyril@geneseo.edu 245-5528cyril@geneseo.edu

48. IDS Project (idsproject.org) Promoting library excellence through community & technology