Tom,

I just read through your ppt and looked at  your splash site.   I was pretty 
confident that some libraries would have already done something as I am looking 
for, but did not expect the work done to that  intensity and extensity.  Good 
job.

So, the SM becomes Kent state's property, right?  In my library's situation, we 
would not need features like: authenticate users, workflow or role assignment, 
review, etc.  At this point we need some basic elements as I listed in my first 
posting.  If possible, we may first enhance the parts regarding data analysis, 
stats visualization.  Anyway, your presentation and sample pages give me some 
concrete ideas as how our pre-ordering system would look like.  By the way, I 
develop the web apps in .NET environment.

Thank you and will consult with you when I come back to work on this project 
next semester.  Have a wonderful winter break and Merry Christmas!

Kelly Zhu
Web Services Librarian
University of Central Oklahoma

-----Original Message-----
From: Code for Libraries [mailto:CODE4LIB@LISTSERV.ND.EDU] On Behalf Of 
KLINGLER, THOMAS
Sent: 2014年12月15日 20:23
To: CODE4LIB@LISTSERV.ND.EDU
Subject: Re: [CODE4LIB] Web app for material order

At Kent State in recent years we've built a system, Selection Manager (TM) , 
that does all these things and much more.  In addition to the five items below 
in Kelly's request, it allows folks to see everything under review.  If you're 
authenticated with campus credentials, you can access trial URLs and passwords, 
enter scores and reviews, see scores and reviews from throughout campus, get 
alerts to item status changes,.....   Staff can track basic license parameters, 
track multiple vendor quotes, assign workflow components to other 
staff,.....export the license and bib info into the local ILS,...  Search by 
subject, vendor , title,... sort for all active trials,...etc, etc, etc....

We have used Selection Manager in production at Kent State for several years in 
Technical Services and don't know how we lived without it.  The thousands of 
emails are gone and every request/quote/trial/decision/evaluation/score/fund 
suggestion/ etc is tracked in Selection  Manager.

Funny that Kelly says " this is before an order goes into the ILS." When the 
system was under development, my project name for it was:  Pre-ILS.  I chose 
the name to indicate that the system was designed to track all the selection 
work that happened BEFORE an item found its way into the ILS.  For years now 
I've said that Pre-ILS, now Selection Manager, is the ILS module that the ILS 
vendor community forgot to build for the past forty years !!


The super simple public view is available here:

Splash page:
http://www2.kent.edu/library/about/depts/technicalservices/selection-manager.cfm

Selection Manager:
http://apps.library.kent.edu/selectionmanager/



Recent presentation with tons of screen shots:
http://works.bepress.com/tom_klingler/6/


At the public, non-authenticated page, you can only see the simple level.  
Campus authentication is required to see trial info and submit scores.  Library 
intranet access is necessary for the staff side and the workflow operations.

Over the years, I've shown Selection Manager at lots of conferences, and, all 
modesty aside, folks uniformly love it.  As I approach retirement, I've been 
showing it to lots of vendors and telling them to just take the ideas and build 
it out.  Have shown it to III, ProQuest, EBSCO, etc.  ...nobody has agreed to 
proceed, even though I say all I'd want in return is a steak and a martini.

*****I propose that we make Selection Manager into an Open Source project of 
the Code4Lib community.  (We wrote it too fast and hard-wired it in to too much 
of our existing automation; hence,  it's not on GitHub.) We could organize a 
team, write the specs, abstract things out to a level where the system would 
have modules that allowed everything to be configurable for a local install.  
The current system is about 10,000 lines of PHP and was about a man-year of 
work.  I'd guess that we'd want a team of about 5 selection/acquisitions folks 
to review/write/refresh the specifications and about 5 developers to work as a 
team to build out the thing.  Then we would ALL end up with a rich system that 
was hugely helpful.  And, we'd end up with a community of devoted developers 
and users who could support each other and the system going forward.

Of course this sounds like a wacky idea, and, yes, I'm an old software hippie 
by nature,....but, let me know if you're interested in the project.

If you've read this far, thanks for your time and attention.

Tom Klingler
Assistant Dean for Systems, Collections,and Technical Services Kent State 
University






On Dec 15, 2014, at 6:39 PM, "Cary Gordon" <listu...@chillco.com> wrote:

> This would be pretty simple to build with Drupal webforms, workflow or 
> workbench and views.
> 
> Cary
> 
>> On Dec 15, 2014, at 2:39 PM, Kaile Zhu <kz...@uco.edu> wrote:
>> 
>> This is mainly for acquisition dept. to use before ordering and receiving:
>> 
>> 1.       Web based
>> 
>> 2.       Allow librarians and faculty to request a material
>> 
>> 3.       One requested, notify acquisition staff for process
>> 
>> 4.       Acquisition staff can view, edit,  input the order status
>> 
>> 5.       Generate reports by various parameters, such as requester, dates, 
>> departments, vendors, etc.
>> 
>> Basically, this is before an order goes into the ILS.
>> 
>> Has anybody already done something like this?    Currently, we do the job by 
>> email.  There is no way we can track the pre-order information in a 
>> meaningful way.
>> 
>> Thanks.
>> 
>> Kelly Zhu
>> 405-974-5947

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