Dynamic OpenURL lookup with document delivery

Even though I’ve switched to a different area of work, I have still been handling many projects and tasks related to my old job these past several weeks. One project involved the integration of our OpenURL resolver (SFX) into our document delivery service.  A few days ago this project work completed and was successfully implemented. I am pretty thrilled with the result!

Basically a team of people met earlier this year to figure out how we could address the following issues:

  • Make better use of our SFX linking
  • Help our users know, earlier in the process, when we have something available in full text
  • Help our users save time and money by avoiding unnecessary document delivery charges

My library has a heavily-used web form that our customers use for inputting document delivery requests, 99% of which are for journal articles.  We charge for fulfilling their requests (average charge across all orders including regular charges mixed with higher priced rush orders is between $20-30 per article request).  We also know that a fairly significant number of article orders received via this web form on our site are for articles that we already have available in full text, at no additional cost to our users. Our library averages about 100 such requests per day.  The typical workflow is that a user inputs citation information into the form, clicks on a Continue button, is presented with a confirmation screen (with the ability for the user to modify or change information in the form), and then a Submit button for completing the order process.

Our idea was to add new functionality between the initial order form input screen and the confirmation screen, such that the article citation information would be used to dynamically look up our holdings in SFX and, if a valid match was found, a new SFX full text link would be presented in the confirmation screen telling the user that full text was available online.

This new functionality sounds simple but involves a lot of complex stuff behind-the-scenes.  In particular we were concerned that the SFX link presented to the user needs to work as close to 100% of the time as possible.  Anyone who uses any kind of OpenURL service knows that full text links are not as stable and successful as users wish.  The last thing we wanted was to present this new option and then give the user a bad experience and turn them off if the link, when clicked on, doesn’t work.

As already stated, I am thrilled with the results. Extensive testing has shown that this new functionality works well. The end result will be significant cost savings for our users. A very conservative estimate puts savings at more than $20,000 per year.  One of the things we built into the project is a method for specifically tracking use of the new functionality so we’ll be able to have exact figures rather than estimates over time.  Below is a screenshot of the new functionality.

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And the really cool thing is that with the coding we’ve done behind-the-scenes, this project is only the start of what we are able to do.

BI, oh my

I’m still getting used to corporate lingo and ways of doing things. Frankly I often try to suppress the instinct to roll my eyes with a lot of it because there is quite a bit of nonsense in it. Or else corporate types run around looking earnest and thinking they’re inventive by using buzzwords that mean exactly the same thing as something that’s been around for years. (Think ‘taxonomy’ vs. ‘cataloging.’ Yeah I know, technically they aren’t equivalent but they are kissing cousins and principles they use are much the same. It’s like cataloging for dummies.)

Today I was reading a post published in the Forrester Information and Knowledge Management Blog that talks about BI. Now as a longtime librarian, my immediate reaction was, huh?! BI? Oh my, are they talking about library BI (bibliographic instruction)? Nope. BI = business intelligence. Ok, I say to myself, just go with it. Actually the post is well worth reading, lingo aside. The author mentions the fact that the most commonly used BI tool is Microsoft Excel. I found that interesting. I use Excel quite a lot. So I’m doing BI too, just not the kind I thought he was talking about at first ;-) He also mentions that Google has added pivot table functionality to its Google Spreadsheets tool. To me that’s a big deal because I find pivot tables one of the most useful if little understood or used parts of Excel. I’ll have to go try it out. I know that those in “the enterprise” quite often turn up their noses at what Google is doing in terms of appealing to “enterprise users” with its web-based tools. But I think Google is really onto something here. Anything that breaks the stranglehold of Microsoft on such office tools is a good thing, in my opinion.

I’ve been using Excel quite a bit lately to track issues and problems reported to me or discovered by me or my team relating to the systems and services I manage in my library. This is something new for me even though the work itself isn’t. I’ve been told that “we need more metrics, metrics, metrics” so by gum, I’m going to provide metrics up the whazzoo. A friend and colleague in my library had already started using Excel in this way last year for a similar purpose. Even though it’s all a bit crude, you know what? It works. So I decided to copy what she did and modify it for my needs. It takes some getting used to and sometimes I wonder if the time spent on keeping it up to date is worth it. (E.g. should I track how much time I spend just on keeping it current?!) I started it with high hopes and kept it going for a few days, then came a huge influx of severe problems from all sides, I got overwhelmed just trying to address them, and neglected the issue log. In the last week or so I finally was able to get caught up.

One of the lessons I’m learning about doing this is that it’s only as good a tool as the amount of time you invest in it. I also am learning that although it might seem crude and surely there are more elegant solutions out there somewhere, it works for me and makes use of an existing tool. There’s more. As the evidence gets built up in the issue log, I am getting excited about the possibilities it provides for providing concrete facts and figures about what me and my team are doing, day in and day out. This becomes a record that helps demonstrate our value to our organization in new ways. I have very little staff or other resources at my disposal. I know we are doing a great job and that we can always improve. But our efforts aren’t recognized or valued a whole lot. Looking at trends and patterns in the issue log will help me combat the myopia.