What is the proposed product or service?

Building on our shared I-Share success: extending user requesting to support new user initiated book purchases

What does it do?

This proposed pilot provides for the development of the infrastructure to allow users to discover a new book on I-Share and "request" it which will result in an expedited purchase made to fulfill the request. Requires file loads from vendors and the development of file load parameters and record maintenance. UIUC will do the actual book purchasing, cataloging and notification.

What problem does it solve?

It bridges the gap between what is in I-Share and accessible vs new titles that may not be purchased. With book budget erosion accelerating, this gives more control to the users in obtainig needed materials though there will be basic criteria outlined for approved requests.

Is it the only product or service that does this?

This may happen now but only locally with some CARLI members buying on demand for their users. This program builds on the idea of the collective collection as well as the power of I-Share UB and Lanter delivery, to provide for user initiated purchase at the consortial level. It is one part of a process that may help CARLI members move towards better cooperative collection development to maximize resources.

Will this require integration with an existing CARLI product or service?

Yes with I-SHare and UB and in particular with file load programs into the shared catalog

What is the advantage of doing this consortially?

Provides for a way to acquire new titles centrally that are jointly owned and takes advantage of existing systems to make it simple. See attached word document:(examples can't be added here so am sending separately to the Head of the committee. Building on our shared I-Share success: extending user requesting to support new user initiated book purchases A project proposal submitted to the CARLI Products and Services Vetting Committee Submitted by Lynn Wiley, Head of Acquisitions, University of Illinois at Urbana Champaign Library 2/06/2009 Introduction CARLI I-Share member library users have access to 28 million items and with the use statistics for this last year, they are clearly taking advantage of access to material not owned or not available locally. Users are less concerned about where they get the titles they need as long as they do get them. The I Share Universal Borrowing model is successful because it allows for easy discovery and requesting from the local to the shared catalog with a system that streamlines the work involved n processing a request and provides for request fulfillment by multiple libraries. But the system can’t support access to items not owned at all or for that matter to items that may be in such high demand that few gain access. This proposal focuses on the former situation and asks for support to pilot a new method designed to extend discovery on behalf of our users to newly published not yet purchased books. The basic concept is to load records for new imprints that users may then *request* and that will be rush purchased and cataloged and delivered to the users pick up location. The idea follows from several initiatives at the University of Illinois Library that are the “proof of concept” building blocks for this pilot. Proof of Concept initiatives 1. A project to provide better access to newly received but not yet cataloged titles was implemented two years ago to allow for “requesting” of material not yet cataloged. Proof of concept: • Making an item requestable: rush cataloging workflow established and items records set up as items are received se Example A 2. Purchase program for canceled I-share requests: A review of canceled I-share requests that reached the end of their “promotion” on Universal Borrowing. These were reviewed and if not a textbook, not online, and met basic collection development criteria;, were bought on a rush purchase then Rushed through cataloging and notification. We ran a successfully pilot and then funded this program this. Proof of concept: • 50% of request purchased and cataloged and patron notified in three business days, 80% within five 3. This program revealed the gap we had in approval autoships and the new book demand seen with the request made on I-share. We found that users were requesting titles that were shipped on approval and that led to changes in that process. We decided to unsupress all orders loaded for approval books knowing that we don’t keep all of those and we made item records for all making them requestable as we did for the materials in the building but not yet cataloged. In November of 2008, we unsuppressed and made requestable several hundred new approval book records and users requesting tripled. See Example B. Based on these successes this new idea was developed. We could obtain book records from our monograph vendor and load selected files into I-share and make them requestable. A pilot project will help to address the questions and will define the mechanics of the process. need to develop a system to take the records out Some obvious questions are: • What records will be loaded? And how (define all the record parameters) • How often will the records be loaded and or deleted? • What happens when a record overlaps with a purchase made by a member library? • What about aging and stale records how to manage these Then there are questions related to book ownership and processing. The University Library is willing to match funds to set up a good test. The books would be jointly owned though they will be purchased, cataloged and located at the University of Illinois at Urbane Champaign. Certain collection parameters would be observed to avoid duplication. Loan periods would be adjusted to maximize accessibility This project will overlap with the Access and Analysis grant project that Lynn Wiley ad Tina Chrzastowski are doing to identify what is being bought by CARLI members as far as domestic new monograph titles. That project will help to inform some record loading selection criteria. It also dovetails with the new vendor selection at the UICU library to be implemented in July 2009 when YBP takes over the new contract. Timeline: Pilot to begin summer 2009 and to last until funds expended with final report brought to committee fro recommendation on a formal program Funds required: to match UIUC with UIUC contributing up to 5,000 Submitted LWiley 2/6/209 Examples A. Example B

CARLI Actions on this Product

March 6, 2009 - PSVC recommended to Board. Board approved $5000 investment n pilot.

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