1. Lending Availability Service @ UO Libraries Bill Jones | IDS Project Mike Mulligan | IDS Project David Ketchum | UO Libraries @

2. First, a little about who we are...

3. What is it? It’s a people project a community transformation of libraries A unified community of trust and support Built around a critical and clearly understood purpose: Effective resource sharing. Collaboration remains at the very center of where we are today and where we are headed. “Your Library is My Library, My Library is Your Library.”

4. A mutually supportive resource sharing cooperative A mix of over 80 public and private libraries A group with a strong sense of community and a unified collection A consortium committed to providing for its members Who are we? A serious ILL enthusiasts group

5. 85 Member Libraries 45 SUNY Campuses 11 CUNY Campuses 8 Expansion Institutions 21 Private Institutions

7. IDS Project Mentors: Member Library Support http://idsproject.org/About/Mentors.aspx

8. Community Created Documentation http://toolkit.idsproject.org/

9. Professional Development by Communities for Communities. http://idsproject.org/OLI

10. ●Borrowing 101 ●Lending 101 ●Copyright 101 ●Classes filled within 24 hours… Freely Available Courses for All:

11. Online Learning Institute Course Instructors

12. Building strong local communities of support and best practices. http://idsproject.org/usergroups.aspx Regional User Group Meetings

13. Project Partnerships: Regional User Groups are made possible by the IDS Project’s strategic partners. A big thank you from all the members! Library Partnerships: Member libraries learn about workflows, offices, ideas, changes, and each other through 12 month partnerships. Each User Group provides the opportunity to share partnership experiences. All Region Meeting: As a preconference to the Annual IDS Project Conference, the Regional User Groups come together for workshops and discussions.

14. What is IDS Logic?

15. ●IDS Logic can insert information into transactions. ●IDS Logic can route transactions. ●IDS Logic can cancel and update transactions in ILLiad and WCRS/Worldshare. ●IDS Logic can send emails to patrons or other libraries based on criteria you give it. ●IDS Logic can read information in transactions and take actions based on criteria. What does this mean for me?

16. More advanced and complex rules Often several rules that work in tandem Usually utilize external data sources Utilize external API and services to pull in information for updating TNs and streamlining workflow Logic Services

17. Looks at loan requests in lending Pulls in call number, location, and item ID Pulls in loan availability from local catalog Routes to new status based on availability Cancels OCLC request if unavailable or if the item belongs to a non-loanable collection Lending Loan Availability Service

18. Complex Installation?

19. For you, not really.

20. Installation Friends

21. Come here often?

22. Do I have to send any files? No.

23. Installation Process

24. Lending Availability Service Requirements 1.ILLiad 8.4 or higher 2.IDS Logic must be installed 3.You must have a z39.50 server

25. What information do I need to provide? Which collections to deflect Where to route based on availability Where to route based on location

26. Custom Routing Rules Custom Ad-Hoc workflow rules Highly configurable Search Request Type Search Process Type / Change Process Type Search Status / Change Status Search Flags / Add Flags Custom Query (more than 250 characters) Send Emails

27. ################################################# ## Custom Transaction Router Emailer: Knight Stage 2 ## ################################################# CustomTransactionRouterEmailer_8: Enabled: "1" NVTGC: - ORU ProcessType: Lending RequestType: Loan StatusList: - "IDS Logic LAS Temp Available Queue" Query: t.Location in ('Knight Library Knight', 'Knight Library Music miniature', 'Knight Library Thai short', 'Knight Library Knight Dewey', 'Knight Library Knight double oversize', 'Knight Library Japanese reference', 'Knight Library WEST Archives', 'Knight Library Knight oversize', 'Knight Library Vietnamese', 'Knight Library Thai reference', 'Knight Library Knight storage Room 38 short loan', 'Knight Library Music', 'Knight Library Chinese', 'Knight Library Chinese Oversize', 'Knight Library Chinese Double Oversize', 'Knight Library Vietnamese short', 'Knight Library Japanese', 'Knight Library Japanese Oversize', 'Knight Library Japanese Double Oversize', 'Knight Library Music oversize', 'Knight Library Thai', 'Knight Library Thai Oversize', 'Knight Library Knight popular', 'Knight Library Knight Dewey oversize', 'Knight Library Korean reference', 'Knight Library Chinese reference', 'Knight Library Knight storage Room 38', 'Knight Library Music reference', 'Knight Library Korean', 'Knight Library Korean Oversize', 'Knight Library Maps folded', 'Knight Library Music index table', 'Knight Library Vietnamese reference') RouteTo: "Awaiting Knight Library Printing" EmailTemplate: "" EmailSubject: "" Sample UO Custom Router

28. David’s Custom Routes 1.AAA Stage 1 of 2 -> Awaiting Staff Review 2.AAA Stage 2 of 2 -> Awaiting AAA Library Printing 3.Microform -> Awaiting Microforms Printing 4.Knight Microform -> Awaiting Staff Review 5.Knight Docs Stage 1 of 2 -> Awaiting Staff Review 6.Knight Docs Stage 2 of 2 -> Awaiting Document Center Printing 7.Knight Stage 1 of 2 -> Awaiting Staff Review 8.Knight Stage 2 of 2 -> Awaiting Knight Library Printing 9.All Law Collections -> Awaiting Law Library Printing 10.Math Stage 1 of 2 -> Awaiting Staff Review 11.Math Stage 2 of 2 -> Awaiting Math Library Printing 12.OIMB Stage 1 of 2 -> Awaiting Staff Review 13.OIMB Stage 2 of 2 -> Awaiting OIMB Library Printing 14.Science Stage 1 of 3 -> Awaiting Knight Library Printing 15.Science Stage 2 of 3 -> Awaiting Staff Review 16.Science Stage 3 of 3 -> Awaiting Science Library Printing 17.Special Collections -> Awaiting SC/Archives Printing 18.PDX Stage 1 of 2 -> Awaiting Staff Review 19.PDX Stage 2 of 2 -> Awaiting ORU PDX Library Printing

29. IDS Logic Enhanced Rulekit Book Chapter Direct Requester Borrowing Book Chapter Availability Service Borrowing Loan Availability Service Direct Request Enhancer Lending Book Chapter Availability Service Borrowing Loan Due On Shelf Borrowing Loan Renewal OK Borrowing Loan Renewal Denied Borrowing Loan Delay Received Borrowing Stale Unfilled Flagger Lending Expiring Soon (LES) Loan Pickup Reminder Long Overdue Check Shelves Additional IDS Logic Services

30. Non-IDS Project Members Can Get Logic. Members Only?

31. Science Library UO-Portland Library Knight Library Math Library Law Library OIMB Library Architecture & Allied Arts Library

32. Resource Sharing at UO Libraries 5.5 FTE Classified Staff 3.0 FTE Student Assistants Traditional ILL: 70,000 Summit: 75,000 DocDel: 60,000 Total Transactions: Approximately 205,000 Annually Technology: ILLiad, RapidILL, WorldShare ILL, Alma/Primo

33. RS Receives Lending Requests RS Verifies Lendability, Availability, Max Cost RS Cancels, Conditionalizes, or… Assigns Call Number and Location to Transaction Record RS Queues Up Paging Slips Based on Location/Branch Library RS Pushes Paging Slips to Holding Libraries via Email Holding Library Fulfills Request Traditional ILL Lending Workflow

34. IDS Project + UO Libraries April 7, 2015

36. Lendable/Non-Lendable

37. Reasons for Cancellation

38. March 18-19, 2015 – ILLiad Conference April 3, 2015 – IDS Outreach to UO April 7, 2015 – UO-IDS Partnership Agreement April 10, 2015 – IDS Installation of LAS Logic Addon April 14, 2015 – UO Submitted IDS Configuration Preferences April 27, 2015 – LAS Logic Finalized, Activated & Fully Functional Timeline

39. RS Receives Lending Requests RS Verifies Lendability, Availability, Max Cost RS Cancels, Conditionalizes, or… Assigns Call Number and Location to Transaction Record RS Queues Up Paging Slips Based on Location/Branch Library RS Pushes Paging Slips to Holding Libraries via Email Holding Library Fulfills Request New ILL Lending Workflow

40. It’s like magic! I love that it cut down on the amount of requests we had to sift through. I think the LAS is marvelous. It has really cut down the time and energy that goes into lending pending each day and has stream-lined our processes. The few small details to be worked out are nowhere near as time-consuming as looking up all the call numbers and availability manually. I think it’s been a great addition to our workflow.

41. Impact of IDS LAS at UO Libraries  Total transactions cancelled or routed by LAS since implementation: 5,075

42. Impact of IDS LAS at UO Libraries  Total transactions cancelled or routed by LAS since implementation: 5,075  5,075 transactions at an average savings of thirty seconds each = approximately 42.3 hours of staff time  42.3 hours of staff time = $830 based on average staff salary

43. Projected Annual Impact of IDS LAS at UO Libraries  Approximately 17,500 lending loan transactions per year  17,500 transactions at an average savings of thirty seconds each = approximately 145 hours of staff time  145 hours of staff time = $2,842 based on average staff salary

44. Bill Jones | Creative Technologist | IDS Project | jonesw@geneseo.edu Mike Mulligan | Lead Developer | IDS Project | ivicivi@gmail.com David Ketchum | Resource Sharing Librarian | UO Libraries | dketchum@uoregon.edu Questions?