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Ebook Selection System
              Noel Zulkifli
              Callie Healy
              Wany Musa


             Presented to:
      Vanderbilt University Library
                                      Text
          November 30, 2010
Agenda
1   Introduction
2   Current System
3   Approach
4   Interim System
5   End-State System
6   Implementation
7   Conclusions
                         2
Agenda


1   Introduction




          2
Introduction: Systems Engineering Overview

    Study                Ideas For                   Proposed
Current System         Improvements                   system


                 1   Review current system

                 2   Analyze the cause of problems

                 3   Solution ideas



                             3
Introduction: Systems Engineering Methodology
1   External System Diagram

2   Objectives Hierarchy

3   Enhanced Functional Flow Block Diagram

4   Physical Architecture

5   Operational Architecture

                                4
Introduction: Systems Engineering Methodology
1   External System Diagram

2   Objectives Hierarchy                     Requirements

3   Enhanced Functional Flow Block Diagram

4   Physical Architecture

5   Operational Architecture

                                4
Introduction: Systems Engineering Methodology
1   External System Diagram

2   Objectives Hierarchy                     Requirements

3   Enhanced Functional Flow Block Diagram    Functions


4   Physical Architecture

5   Operational Architecture

                                4
Introduction: Systems Engineering Methodology
1   External System Diagram

2   Objectives Hierarchy                        Requirements

3   Enhanced Functional Flow Block Diagram        Functions


4   Physical Architecture                    Physical Components


5   Operational Architecture

                                4
Introduction: Systems Engineering Methodology
1   External System Diagram

2   Objectives Hierarchy                        Requirements

3   Enhanced Functional Flow Block Diagram        Functions


4   Physical Architecture                    Physical Components


5   Operational Architecture
                                                Match up

                                4
Introduction: Systems Engineering Methodology
1   External System Diagram

2   Objectives Hierarchy                        Requirements

3   Enhanced Functional Flow Block Diagram        Functions


4   Physical Architecture                    Physical Components


5   Operational Architecture
                                                Match up

                                4
Introduction: Functional Flow Diagram
                      Functions
        “Tasks to fulfill requirements of the system”




                            5
Introduction: Functional Flow Diagram
                                             Functions
                          “Tasks to fulfill requirements of the system”


                            Price Threshold (Control)
  Administrator
(Trigger/Initiator)


                                     A.1
      Price Information                                Buy/Don’t Buy

                             A.1.1         A.1.2
            (Input)                                      (Output)


                                                   5
Introduction: Functional Flow Diagram
                                             Functions
                          “Tasks to fulfill requirements of the system”


                            Price Threshold (Control)
                                                                            Why?
  Administrator                                                           Eliminate?
(Trigger/Initiator)
                                                                           Simplify?
                                     A.1                                   Integrate?
      Price Information                                Buy/Don’t Buy
                                                                          Automate?
                             A.1.1         A.1.2
            (Input)                                      (Output)
                                                                         (ESIA Analysis)

                                                   5
Agenda
1   Introduction
2   Current System
3   Approach
4   Interim System
5   End-State System
6   Implementation
7   Conclusions
                         6
Agenda

2   Current System




                       6
Agenda

    2   Current System

- Review High-level Functions
- Review ‘Select eBook’ Function




                   6
Current System: High-Level Functions
   A.1              Accept
          Requests/Recommendations


   A.2             Process
          Requests/Recommendations


   A.3           Select eBook


   A.4     Control Selection Process


   A.5             Purchase
                       7
Current System: High-Level Functions
   A.1              Accept
          Requests/Recommendations


   A.2             Process
          Requests/Recommendations


   A.3           Select eBook


   A.4     Control Selection Process


   A.5             Purchase
                       7
Current System: Selecting eBooks




               8
Current System: Selecting eBooks




               8
Current System: Selecting eBooks




               8
Current System: Selecting eBooks




               8
Current System: Selecting eBooks




               8
Current System: Selecting eBooks

                   9-11 iterations/book




               8
Agenda
1   Introduction
2   Current System
3   Approach
4   Interim System
5   End-State System
6   Implementation
7   Conclusions
                         9
Agenda


    3   Approach

- eBook sales
- Benchmarking
- Knowledge Management




             9
Approach: Ebook Sales
            200

                                                                                                 Challenge
                                                                       165.8

            150
                                                                                            More publishers/vendors
$ million




            100                                                                   91

                                                                                            Purchasing will be made
                                                                                               more frequently
             50                                                 44.5
                                                         31.8
                                                  20
                                         10.6
                  5.7    7.3    9.5
                                                                                             Number of Iterations ↑
              0
                  2002   2003   2004    2005     2006    2007   2008   2009    2010 (Q-1)         Time ↑
                                                 Year


                                        - Data from IDPF.org


                                                                 10
Approach: Print Books vs. Ebook



Jun 2008                                                                Jan 2009




      “eBooks Sales are greater than Print Book Sales as of September 2008 ”

                                        11
Approach: Benchmarking

Emory University


Washington University in St.Louis              “Slow Adoption”
                                         - Bill Wibbing, Head of Acquisitions
Stanford University

                                    “Embrace the Change”
Duke University
                                  - Nancy Gibbs, Head of Acquisitions

                             12
Approach: Benchmarking

Emory University


Washington University in St.Louis              “Slow Adoption”
                                         - Bill Wibbing, Head of Acquisitions
Stanford University

                                    “Embrace the Change”
Duke University
                                  - Nancy Gibbs, Head of Acquisitions

                             12
Approach: Knowledge Management

        Knowledge Management - Powerful Tool!

      “The only irreplaceable capital an organization
     possesses is knowledge and ability of its people”
                    -Andrew Carngie

     “Knowledge management is all about capturing
      and recording that learning and experience”


    Data           Information            Knowledge

                            13
Approach: Knowledge Management

        Knowledge Management - Powerful Tool!

      “The only irreplaceable capital an organization
     possesses is knowledge and ability of its people”
                    -Andrew Carngie

     “Knowledge management is all about capturing
      and recording that learning and experience”


    Data           Information            Knowledge

                            13
Agenda
1   Introduction
2   Current System
3   Approach
4   Interim System
5   End-State System
6   Implementation
7   Conclusions
                         14
Agenda


 4   Interim System
- Bin-Rulebook System Overview
- Sample Rulebook
- New Requirements Hierarchy
- High-Level Functions




              14
Interim System: Overview
                Bin-System
 Storing decision logs into different bins:
 Novel, History, Non-fiction, Textbooks, etc

 Look for common data: Price, Vendors,
 Number of user license,



              Rulebook System
 Step-by-step guidelines on selection process
 for purchaser librarian to follow

                       15
Interim System: The Bin-Rulebook System
Decision Log Form


                     Bins
                                    Look for
                                  common data




                    16
Interim System: The Bin-Rulebook System
Decision Log Form


                     Bins
                                    Look for
                                  common data




                    16
Interim System: The Bin-Rulebook System
Decision Log Form


                     Bins
                                    Look for
                                  common data




                    16
Interim System: The Bin-Rulebook System
Decision Log Form


                     Bins
                                    Look for
                                  common data




                    16
Interim System: The Bin-Rulebook System
Decision Log Form


                     Bins
                                    Look for
                                  common data




                    16
Interim System: Sample Rulebook
      Selecting Number of User License




                      17
Interim System: New Requirements Hierarchy




                    18
Interim System: High-Level Functions
  A.1              Accept
         Requests/Recommendations


 A.2              Process
         Requests/Recommendations


 A.3            Select eBook


 A.4      Control Selection Process


 A.5              Purchase
                        19
Interim System: High-Level Functions
  A.1              Accept
         Requests/Recommendations

                                            A.3.5

 A.2              Process             Document Decision
         Requests/Recommendations      Thought Process

 A.3            Select eBook                A.3.6

                                      Update Rulebook
 A.4      Control Selection Process


 A.5              Purchase
                        19
A.3.5: Document Decision Thought Process




                   20
A.3.6: Update Rulebook




          21
Agenda
1   Introduction
2   Current System
3   Approach
4   Interim System
5   End-State System
6   Implementation
7   Conclusions
                         22
Agenda


   5   End-State System

- Automating Rulebook
- eBook Scoring System




                  22
End-State System: The eBook Scoring System
        Decision Log

             +                     Rulebook
         Bin System




                 eBook Scoring System


                           23
End-State System: The eBook Scoring System
        Decision Log

             +                     Rulebook
         Bin System




                 eBook Scoring System


                           23
End State System: Automating Rulebook
            +1



                            +1

                                 +1

                       +1




                  24
End State System: Decision Log Weights




                       Weights of Selection Criteria




                  25
End State System: Scoring an Ebook
          Weights                                Points
(Importance of Selection Criteria)        (Rulebook Algorithm)




                                Score



                           Purchase eBook?

                                     26
End State System: Scoring an Ebook
          Weights                                Points
(Importance of Selection Criteria)        (Rulebook Algorithm)




                                Score



                           Purchase eBook?

                                     26
A.3: Selecting eBook




         27
A.3: Selecting eBook




         27
A.3: Selecting eBook




         27
A.3: Selecting eBook




         27
A.3: Selecting eBook




         27
Agenda
1   Introduction
2   Current System
3   Approach
4   Interim System
5   End-State System
6   Implementation
7   Conclusions
                         28
Agenda


6   Implementation

    - Risk Analysis
    - Project Schedule
    - Work Budget




              28
Implementation: Risk Analysis




              29
Implementation: Project Schedule




               30
Implementation: Work Budget

                Rulebook


                                Software




 Decision Log




                           31
Agenda
1   Introduction
2   Current System
3   Approach
4   Interim System
5   End-State System
6   Implementation
7   Conclusions
                         32
Agenda


7   Conclusions




          32
Conclusion: System Summary
       Current System                    Interim System               End-State System
                                  Decision log is documented
                                  into bins to recognize
                                  common data                    Collecting common data and
All request go through
                                  (knowledge management)         finding patterns
administrator before
submitted to subject librarians
                                  Rulebook                    Direct comparison across
                                                              different vendors and
                                  Patron request performed by publishers
                                  purchaser                   (like Travelocity)
Selection process performed
by subject librarians
                                  Subject librarian focuses on   Automated
                                  bundle acquisitions

                                                33
Special Thanks

  Professor                               Clients
 Prof. John Bers                     Roberta Winjum
   Associate Professor,        Associate Dean for Technical Services
Engineering Management
                                       Jared Ingersoll
                                 Head of Collection Development




           Questions/Comments?
                          34

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Ebook Selection System Client Presentation

  • 1. Ebook Selection System Noel Zulkifli Callie Healy Wany Musa Presented to: Vanderbilt University Library Text November 30, 2010
  • 2. Agenda 1 Introduction 2 Current System 3 Approach 4 Interim System 5 End-State System 6 Implementation 7 Conclusions 2
  • 3. Agenda 1 Introduction 2
  • 4. Introduction: Systems Engineering Overview Study Ideas For Proposed Current System Improvements system 1 Review current system 2 Analyze the cause of problems 3 Solution ideas 3
  • 5. Introduction: Systems Engineering Methodology 1 External System Diagram 2 Objectives Hierarchy 3 Enhanced Functional Flow Block Diagram 4 Physical Architecture 5 Operational Architecture 4
  • 6. Introduction: Systems Engineering Methodology 1 External System Diagram 2 Objectives Hierarchy Requirements 3 Enhanced Functional Flow Block Diagram 4 Physical Architecture 5 Operational Architecture 4
  • 7. Introduction: Systems Engineering Methodology 1 External System Diagram 2 Objectives Hierarchy Requirements 3 Enhanced Functional Flow Block Diagram Functions 4 Physical Architecture 5 Operational Architecture 4
  • 8. Introduction: Systems Engineering Methodology 1 External System Diagram 2 Objectives Hierarchy Requirements 3 Enhanced Functional Flow Block Diagram Functions 4 Physical Architecture Physical Components 5 Operational Architecture 4
  • 9. Introduction: Systems Engineering Methodology 1 External System Diagram 2 Objectives Hierarchy Requirements 3 Enhanced Functional Flow Block Diagram Functions 4 Physical Architecture Physical Components 5 Operational Architecture Match up 4
  • 10. Introduction: Systems Engineering Methodology 1 External System Diagram 2 Objectives Hierarchy Requirements 3 Enhanced Functional Flow Block Diagram Functions 4 Physical Architecture Physical Components 5 Operational Architecture Match up 4
  • 11. Introduction: Functional Flow Diagram Functions “Tasks to fulfill requirements of the system” 5
  • 12. Introduction: Functional Flow Diagram Functions “Tasks to fulfill requirements of the system” Price Threshold (Control) Administrator (Trigger/Initiator) A.1 Price Information Buy/Don’t Buy A.1.1 A.1.2 (Input) (Output) 5
  • 13. Introduction: Functional Flow Diagram Functions “Tasks to fulfill requirements of the system” Price Threshold (Control) Why? Administrator Eliminate? (Trigger/Initiator) Simplify? A.1 Integrate? Price Information Buy/Don’t Buy Automate? A.1.1 A.1.2 (Input) (Output) (ESIA Analysis) 5
  • 14. Agenda 1 Introduction 2 Current System 3 Approach 4 Interim System 5 End-State System 6 Implementation 7 Conclusions 6
  • 15. Agenda 2 Current System 6
  • 16. Agenda 2 Current System - Review High-level Functions - Review ‘Select eBook’ Function 6
  • 17. Current System: High-Level Functions A.1 Accept Requests/Recommendations A.2 Process Requests/Recommendations A.3 Select eBook A.4 Control Selection Process A.5 Purchase 7
  • 18. Current System: High-Level Functions A.1 Accept Requests/Recommendations A.2 Process Requests/Recommendations A.3 Select eBook A.4 Control Selection Process A.5 Purchase 7
  • 24. Current System: Selecting eBooks 9-11 iterations/book 8
  • 25. Agenda 1 Introduction 2 Current System 3 Approach 4 Interim System 5 End-State System 6 Implementation 7 Conclusions 9
  • 26. Agenda 3 Approach - eBook sales - Benchmarking - Knowledge Management 9
  • 27. Approach: Ebook Sales 200 Challenge 165.8 150 More publishers/vendors $ million 100 91 Purchasing will be made more frequently 50 44.5 31.8 20 10.6 5.7 7.3 9.5 Number of Iterations ↑ 0 2002 2003 2004 2005 2006 2007 2008 2009 2010 (Q-1) Time ↑ Year - Data from IDPF.org 10
  • 28. Approach: Print Books vs. Ebook Jun 2008 Jan 2009 “eBooks Sales are greater than Print Book Sales as of September 2008 ” 11
  • 29. Approach: Benchmarking Emory University Washington University in St.Louis “Slow Adoption” - Bill Wibbing, Head of Acquisitions Stanford University “Embrace the Change” Duke University - Nancy Gibbs, Head of Acquisitions 12
  • 30. Approach: Benchmarking Emory University Washington University in St.Louis “Slow Adoption” - Bill Wibbing, Head of Acquisitions Stanford University “Embrace the Change” Duke University - Nancy Gibbs, Head of Acquisitions 12
  • 31. Approach: Knowledge Management Knowledge Management - Powerful Tool! “The only irreplaceable capital an organization possesses is knowledge and ability of its people” -Andrew Carngie “Knowledge management is all about capturing and recording that learning and experience” Data Information Knowledge 13
  • 32. Approach: Knowledge Management Knowledge Management - Powerful Tool! “The only irreplaceable capital an organization possesses is knowledge and ability of its people” -Andrew Carngie “Knowledge management is all about capturing and recording that learning and experience” Data Information Knowledge 13
  • 33. Agenda 1 Introduction 2 Current System 3 Approach 4 Interim System 5 End-State System 6 Implementation 7 Conclusions 14
  • 34. Agenda 4 Interim System - Bin-Rulebook System Overview - Sample Rulebook - New Requirements Hierarchy - High-Level Functions 14
  • 35. Interim System: Overview Bin-System Storing decision logs into different bins: Novel, History, Non-fiction, Textbooks, etc Look for common data: Price, Vendors, Number of user license, Rulebook System Step-by-step guidelines on selection process for purchaser librarian to follow 15
  • 36. Interim System: The Bin-Rulebook System Decision Log Form Bins Look for common data 16
  • 37. Interim System: The Bin-Rulebook System Decision Log Form Bins Look for common data 16
  • 38. Interim System: The Bin-Rulebook System Decision Log Form Bins Look for common data 16
  • 39. Interim System: The Bin-Rulebook System Decision Log Form Bins Look for common data 16
  • 40. Interim System: The Bin-Rulebook System Decision Log Form Bins Look for common data 16
  • 41. Interim System: Sample Rulebook Selecting Number of User License 17
  • 42. Interim System: New Requirements Hierarchy 18
  • 43. Interim System: High-Level Functions A.1 Accept Requests/Recommendations A.2 Process Requests/Recommendations A.3 Select eBook A.4 Control Selection Process A.5 Purchase 19
  • 44. Interim System: High-Level Functions A.1 Accept Requests/Recommendations A.3.5 A.2 Process Document Decision Requests/Recommendations Thought Process A.3 Select eBook A.3.6 Update Rulebook A.4 Control Selection Process A.5 Purchase 19
  • 45. A.3.5: Document Decision Thought Process 20
  • 47. Agenda 1 Introduction 2 Current System 3 Approach 4 Interim System 5 End-State System 6 Implementation 7 Conclusions 22
  • 48. Agenda 5 End-State System - Automating Rulebook - eBook Scoring System 22
  • 49. End-State System: The eBook Scoring System Decision Log + Rulebook Bin System eBook Scoring System 23
  • 50. End-State System: The eBook Scoring System Decision Log + Rulebook Bin System eBook Scoring System 23
  • 51. End State System: Automating Rulebook +1 +1 +1 +1 24
  • 52. End State System: Decision Log Weights Weights of Selection Criteria 25
  • 53. End State System: Scoring an Ebook Weights Points (Importance of Selection Criteria) (Rulebook Algorithm) Score Purchase eBook? 26
  • 54. End State System: Scoring an Ebook Weights Points (Importance of Selection Criteria) (Rulebook Algorithm) Score Purchase eBook? 26
  • 60. Agenda 1 Introduction 2 Current System 3 Approach 4 Interim System 5 End-State System 6 Implementation 7 Conclusions 28
  • 61. Agenda 6 Implementation - Risk Analysis - Project Schedule - Work Budget 28
  • 64. Implementation: Work Budget Rulebook Software Decision Log 31
  • 65. Agenda 1 Introduction 2 Current System 3 Approach 4 Interim System 5 End-State System 6 Implementation 7 Conclusions 32
  • 66. Agenda 7 Conclusions 32
  • 67. Conclusion: System Summary Current System Interim System End-State System Decision log is documented into bins to recognize common data Collecting common data and All request go through (knowledge management) finding patterns administrator before submitted to subject librarians Rulebook Direct comparison across different vendors and Patron request performed by publishers purchaser (like Travelocity) Selection process performed by subject librarians Subject librarian focuses on Automated bundle acquisitions 33
  • 68. Special Thanks Professor Clients Prof. John Bers Roberta Winjum Associate Professor, Associate Dean for Technical Services Engineering Management Jared Ingersoll Head of Collection Development Questions/Comments? 34

Editor's Notes