Welcome to theWelcome to theWestern ILLiad User’s MeetingWestern ILLiad User’s Meeting

May 20-21, 2004May 20-21, 2004

Portland State University, OCLC Western, Atlas Systems, Inc., Portland State University, OCLC Western, Atlas Systems, Inc., and the WILLiad planning committee welcomes you and thanks and the WILLiad planning committee welcomes you and thanks you for participating in this 2you for participating in this 2ndnd annual user’s meeting. annual user’s meeting.

Thank you sponsors and host for this event:Thank you sponsors and host for this event:

OCLC WesternOCLC Western

Atlas Systems, Inc.Atlas Systems, Inc.

Portland State UniversityPortland State University

W-ILLiad is your MeetingW-ILLiad is your Meeting

•Active participation is critical to the meeting outcomes and future of OCLC ILLiad.

•Presentations focus on how we work with ILLiad with an eye towards Enhancement Requests or Workaround Solutions.

• Presentations and resources (scripts, web pages, word templates, etc.) will be made available on the user’s meeting website by June 20th.

•We appreciate your feedback about the user’s meeting, we want to make it even better next year – there will be a web survey sent to you following our meeting. ILL@pdx.edu

OCLC WesternOCLC Western

Pam BaileyDirector of OCLC Western

Pam_Bailey@oclc.org800-854-5753

Waves of RequestsWaves of Requests UserUser

ExpectationsExpectations

From Mail to Fax to Ariel to OdysseyFrom Mail to Fax to Ariel to Odyssey

How far has technology taken us? How far has technology taken us? More, Faster… More, Faster…

Better research? Or confusing learning process with systems process…Better research? Or confusing learning process with systems process…

The The ITIT solution needs us? Our users need us!solution needs us? Our users need us!

•Building new resource sharing capabilities and systems requires Building new resource sharing capabilities and systems requires us. us.

•The future of resource sharing depends on our ideas and our The future of resource sharing depends on our ideas and our communication. Similarly, we depend on the collaboration of communication. Similarly, we depend on the collaboration of stakeholders.stakeholders.

•There is a great need to integrate services that shifts our There is a great need to integrate services that shifts our focus from just filling requests to looking at the entire focus from just filling requests to looking at the entire process from the user’s perspective.process from the user’s perspective.

So where to now? Pt. 1So where to now? Pt. 1

Continue Improving ILLiad’s Performance and CapabilitiesContinue Improving ILLiad’s Performance and Capabilities

•Discuss workflows and workarounds.Discuss workflows and workarounds.

•Discuss interoperability with everyone.Discuss interoperability with everyone.

•Discuss and prioritize enhancement requests.Discuss and prioritize enhancement requests.

•Promote enhancements that satisfy User Needs. Promote enhancements that satisfy User Needs.

So where to now? Pt. 2So where to now? Pt. 2Be Experimental and Take RisksBe Experimental and Take Risks

•Embrace our role and responsibility as change agents.Embrace our role and responsibility as change agents.

•Watch for and participate in emerging ideas and Watch for and participate in emerging ideas and technologies that users, educational and commercial technologies that users, educational and commercial institutions are using and developing.institutions are using and developing.

•Try new ideas to advance resource sharing.Try new ideas to advance resource sharing.

So where to now? Pt. 3So where to now? Pt. 3

Participate in Library Service RedesignParticipate in Library Service Redesign

•Articulate the future relevance of librariesArticulate the future relevance of libraries

•Advocate integration of library and institutional Advocate integration of library and institutional resources and servicesresources and services

•Be active in instructional and service partnerships Be active in instructional and service partnerships across the institution and region.across the institution and region.

•Participate in Information Literacy ProgramsParticipate in Information Literacy Programs

Future of Service IntegrationFuture of Service Integration

We have an important responsibility to make sense of what is We have an important responsibility to make sense of what is going on in Resource Sharing, and not surprisingly, it’s about going on in Resource Sharing, and not surprisingly, it’s about the entire learning process. In making sense of the learning the entire learning process. In making sense of the learning process, we have the opportunity to customize information process, we have the opportunity to customize information access with learning systems. A resource of interest…access with learning systems. A resource of interest…

New Strategic Directions – British LibraryNew Strategic Directions – British Library

One of the best examples of this is the British Library’s One of the best examples of this is the British Library’s “New Strategic Directions” where a key enabling strategy is “New Strategic Directions” where a key enabling strategy is to focus on the user: “Develop an integrated approach to to focus on the user: “Develop an integrated approach to service provision so that users can easily access the range of service provision so that users can easily access the range of services which are of value to them.” p. 6services which are of value to them.” p. 6

Library Service Integration & RedesignLibrary Service Integration & Redesign

Explorations into new service designs…Explorations into new service designs…•Distance Education Library ServicesDistance Education Library Services

•Integrated Service Points (Desks)Integrated Service Points (Desks)

•One Request System (MIT)One Request System (MIT)

Library Research and Pre-ServiceLibrary Research and Pre-Service““Pre-service redesign involves streamlining the activation of a service… front-end Pre-service redesign involves streamlining the activation of a service… front-end processes that require customer’s participation before they receive the core services processes that require customer’s participation before they receive the core services are unwanted chores the customer must endure.” (Berry, p. 270)are unwanted chores the customer must endure.” (Berry, p. 270)

To balance user need to learn service and resource systems To balance user need to learn service and resource systems with their priority need to build knowledge, we need to re-with their priority need to build knowledge, we need to re-examine our interactive points with users.examine our interactive points with users.

Emerging Integration Toolkits for UsersEmerging Integration Toolkits for Users

Scholar’s Box:Scholar’s Box: http://interactiveu.berkeley.edu:8000/IU/Projects

““At the core of current IU work is the At the core of current IU work is the Scholar's Box: a tool that will enable faculty, : a tool that will enable faculty, teachers, students, and the public to create, manipulate, annotate, and share personal teachers, students, and the public to create, manipulate, annotate, and share personal collections of digital materials gathered from multiple sources and repositories — core collections of digital materials gathered from multiple sources and repositories — core activities in both scholarship and teaching ... ”activities in both scholarship and teaching ... ”

ARL’s Scholar’s Portal:ARL’s Scholar’s Portal: http://www.arl.org/access/scholarsportal/final.html

““The project seeks to provide software tools for an academic community to have a single The project seeks to provide software tools for an academic community to have a single point of access on the Web to find high-quality information resources and, to the greatest point of access on the Web to find high-quality information resources and, to the greatest extent possible, to deliver the information and related services directly to the user's extent possible, to deliver the information and related services directly to the user's desktop.“desktop.“

What needs are these tools addressing?What needs are these tools addressing?

Other emerging resources to learn and participate in…Other emerging resources to learn and participate in…

OCLC’s Environmental Scan: OCLC’s Environmental Scan:

http://www.oclc.org/membership/escan/default.htmhttp://www.oclc.org/membership/escan/default.htm

Standards: NCIP / ISO / IPIG Standards: NCIP / ISO / IPIG (& more alphabet soup)(& more alphabet soup)

IPIG IPIG protocol for ISO:protocol for ISO: http://www.collectionscanada.ca/iso/ill/ipigprfl.htm

NISO: NISO: http://www.niso.org/standards/index.html

OCLC: OCLC: http://www.oclc.org/support/documentation/firstsearch/getting_started/ncipweb/default.htm

Integrated Research/Resources ApproachesIntegrated Research/Resources ApproachesInformation Literacy & Access ServicesInformation Literacy & Access Services , see bibliography, see bibliography

Shibboleth: Shibboleth: http://shibboleth.internet2.edu/shib-intro.html

Direct LendingDirect Lending

Direct Delivery: Direct Delivery: http://www.lib.pdx.edu/services/ill/DE/DirectDelivery.html

Questions or Comments?Questions or Comments?

Bibliography:Bibliography:

Berry, Leonard; Sandra Lampo, “Teaching an Old Service New Tricks; The Promise of Berry, Leonard; Sandra Lampo, “Teaching an Old Service New Tricks; The Promise of Service Redesign,” Service Redesign,” Journal of Service ResearchJournal of Service Research, vol. 2, no. 3, Feb., 2000, p. 265-275, vol. 2, no. 3, Feb., 2000, p. 265-275

Gourley, Don, “Library Portal Roles in a Shibboleth Federation,” Oct. 30, 2003 Gourley, Don, “Library Portal Roles in a Shibboleth Federation,” Oct. 30, 2003 http://shibboleth.internet2.edu/docs/gourley-shibboleth-library-portals-200310.htmlhttp://shibboleth.internet2.edu/docs/gourley-shibboleth-library-portals-200310.html

Oberlander, C., “Access services and RILI: Great partnership opportunities [Reference, Oberlander, C., “Access services and RILI: Great partnership opportunities [Reference, information literacy, and instruction]” information literacy, and instruction]” College & Research Libraries NewsCollege & Research Libraries News v. 63 no. 9 v. 63 no. 9 (October 2002) p. 666-8(October 2002) p. 666-8

Enjoy your meetingEnjoy your meeting