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.

Several big blog changes

Just a quick post to mention several changes I’ve made to this blog overnight. I’ve added a link to a tag cloud in the sidebar. I’ve also added new custom icons in the sidebar for “RSS Subscribe” and “Email Subscribe.” The “Email Subscribe” button’s link replaces the link to an external service, Bloglet, with a way for you to get updates on new posts via email directly. It’s a much nicer service, I think. You can register as a subscriber to Family Man Librarian and with that capability comes several options, e.g. to choose to receive email updates in plain text or HTML. Then I added a new custom icon in the sidebar for “Email Me” so that if you want to contact me directly, you can click on this icon and fill out a web form to send me an email.

Let’s see…What else? Well, I’ve also added a link to my tag cloud in the sidebar, and also added a new section in the sidebar for “Most Popular Posts.” You will also see changes in the content of each post. I’ve added a “Related Posts” portion to the bottom. I’ve also stripped out the categories that used to appear at the top of each post, as well as the list of technorati tags at the bottom of each post, mainly for aesthetic reasons (they just made things too cluttered.)

I think the tag cloud link is particularly cool, as is the ability now to see the most popular posts.