Brewing up Access

1
Brewing up Access Delivery to Reach Users
Convergent Library Services and Systems
Cyril Oberlander, SUNY Geneseo LiSUG October 10,
2008 Library Software Users Group
Speaker notes available by viewing powerpoint
notes
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State of Discovery
VueFind
Koha
First Search
Aleph
Worldcat.org
360
Google, Yahoo, etc.
Evergreen
Library Find
JSTOR
Etc.
3
Before leaving Discovery Worldcat API
http//code4lib.org/conference/2008/walker
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State of Delivery

• Information Resources
• Databases Proxy Server
• Circulating collection
• Non-circulating collection
• Reference collection
• Microform collection
• Storage collection
• Special collection
• Etc.

• Services
• Access it Download/Print it
• Acquisitions Request it
• Circulation - Check out or Hold it
• Document Delivery Copy/Page it
• ILL Get It
• Library Instruction Reference Teach it
• Reserves Hold it for class
• Etc.

5
State of Social Network
Facebook, MySpace, SecondLife, etc. Flickr
Picture Autralia, Library of Congress,
etc. Wikipedia Digital libraries, Articles
written by students as assignments,
etc. Worldcat reviews And plenty more
?
6
What is our next priority?Activity Time
Take 7 minutes to discuss at your table What
are the top 2 most important software systems or
particular technology we need to develop or
implement in libraries to help our users? Record
what you as a group decide on the index card at
your table.
7
Our community voice

• Federated Search 8 votes
• (added notes good, really good, that
  really works, )
• Multidimensional discovery system
• Library Scholar Open Source Software allowing
  users to customize to their needs.
• ILS system with (semantic web, did you mean,
  clear labels, flagging, rating, similar
  interface, federated search)
• Transparency of all systems (Meta portal)
• Harvest all our info. And put in 1 system
• Search everything
• Simplify search retrieval
• Google
• Amazon.com like catalog
• QVC online

• Digitize everything 2 votes
• Single sign on
• Information commons
• eBooks
• Get all our content out on open web/Google
• Google Books
• Decrease confusion about rights management, etc.

Delivery
Discovery

• Social Networking on Federated Searching
• Immediate interactive responses that incorporate
  social aspects.
• Biometrics / wearable computing
• Querying personalization

Social Network
8
Focusing on what Matters

• Discovery isnt our problem Service Delivery is
• main frustration is not with the research
  discovery services themselves, but with the
  problem of subsequently accessing identified
  sources and materials. Research Information
  Network (2006) survey of researchers.
• We now have a situation in which users may
  discover items in online indexes or online
  library catalogues then hit a dead end as far as
  delivery is concerned. This is a dangerous
  situation for the role of libraries in general.
  If libraries collectively do not seek to find
  ways to get around these dead ends others will.
  Gatenby Goldner, 2005

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Service Request in what context?
Rare Materials Scan Request
Purchase Request
Video Booking Request
Library Services are fragmented by Request
Systems that Reinforce functional divisions
E-Reserve Request
Special Collection Duplication Request
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What are Requests?
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Keeping our eyes on where Requests are taking us?
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Keeping our eyes on where Requests are taking us?

• To a user-centric focal point - where they want
  us to be.
• To a point of need a unique opportunity.
• Towards a new model a dialogue participatory
  migration plan

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Reality Check Because

• there is no precision or agreement to what a
  transformed library is or how it will emerge.
• information environment (content and services)
  continues to rapidly change for users and
  libraries

What is our response?
Who decides?
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Strategic planning (SWOT, etc.)
What are the deal breakers?
What are the priorities and strategic next
steps?

• Delivery options
• Format options
• Hold options
• Policy options
• Fee options
• Adopt me visiting library privileges
• Etc.

• Service cost
• Impact on workflow
• Expand options
• Batch
• Un-mediate
• Mediate only when needed.
• New sources
• Financial flexibility (IFM, EFTS, Credit Card)
• Leverage data
• (local/global)

User Needs
Library Needs
ROI
Vendor Needs

• Development cost
• Protecting market share IP
• Maintenance Sustainability
• New Customers?

15
From the Users Perspective
Undergraduate have a variety of successful
strategies see Univ. of Rochesters Studying
Students report http//www.ala.org/ala/mgrps/divs/
acrl/acrlpubs/downloadables/downloads.cfm
Users feel confident in locating information
OCLC Perceptions www.oclc.org/reports/2005percepti
ons.htm
Dempsey, Lorcan, 11 June 2008 Web 2.0, Library
Systems and the Library System SCONUL Conference,
Edinburgh, Scotland (UK)
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Do library service offerings make sense?
User Search Discovery
Get Options
Find it _at_ your Library
or drive to another library, or ILL from your
Library, or request Library buy it.
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Sense-making for us our users
Free Domain
Context Sensitive Workflow
Borrowing / Library Domain
Renting Domain
Buying Domain
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Free Domain
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Looking for Moby Free Online Books
UVA ILL 2005/2006 Data
2006/2007 Over 23 were found in Google Book
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Renting Domain

• Also
• ILL Libraries that charge lending fees
• Charge Cost of Lending?
• 2002 9.28 / unit
• 9.48 / unit
• http//www.arl.org/newsltr/230/illdd.html

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Peer 2 Peer Domain
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Buying Domain Article Pay Per View
Amazon 5.95 Avg. ILL Cost 17.50 CCC Royalty Fee
32 Science Direct Download 30
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Resource Sharing
Resource Shopping
13.79 New 9.44 Used
In 2004, OCLC ILL traffics frequently requested
titles included 3,187 requests for The DaVinci
Code 1,197 requests for The Secret Life of
Bees Average ILL cost 17.50 for borrowing
library Almost 30 for borrowing lending
libraries (ARL 2002)
22.94 New 12.94 Used
Save Over 46
Save Over 26
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April 6, 2008 a day in the life of ILL
On April 6, 2008, 110 borrowing requests for
loans came into SUNY Geneseo, of these   20.9
or 23 items could not be purchased from
Amazon 79.1 or 87 items could be purchase from
Amazon If monograph budgets didnt matter Of
those 87 items that could be purchased from
Amazon Purchased used for a grand total of
2,224.71 coming to 25.57 per item. Purchase new
(3 could only be purchased used) for a grand
total of 2,851.27 coming to 32.77 per
item. However Over 1/3 could be purchased used
for less than 10 (almost 1/5 for less than
5). Over 1/5 could be purchased new for less
than 10. 46 could be purchased for under the
ARL unit cost for borrowing 17.50 2 DVD
requests could be filled for under 6 each
(used), or under 10 each (new). 2 Music CD
requests could be filled for under 9 each
(used), or under 14 each (new).
When should we evaluate buying options?
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Buying books for users?
Sample of 52 D.E. ILL requests 50 available to
purchase in Amazon 6 for 1 (Rush shipping
for 4)
Avg. cost to acquire catalog 83.10
Est. cost of ILL D.E. Service 26.78
Avg. cost for ILL 17.50
Avg. cost for Consortia Circulation 2.04-14.70
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How do we transform workflow? Recommended
enhancements

• Proposed Services
• Amazon like worldcat.org
• Just in Time Acquisition
• Buy for Library,
• Attach OCLC symbol, /or download to ILS
• Refer to selector for review.
• Buy for user
• Rent for user
• APIs to Google Book, Amazon, CCC, OCA,
  Publishers, etc.
• Correct OCLC holdings

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Workflow should be customizable like an RSS reader
RSS Fed Channels Real Simple Syndication
content feed to your reader You choose what how
much content or Resources to add
Add Workflow like Content feeds
Edit how many items in that Channel
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Tools that show the way Book Burro
Click on library to run a search into your
catalog.
Book Mooch PaperBackSwap Amazon, Abebooks, etc.
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Other Tools LibX, GoGetter Zotero
LibX http//www.libx.org/ GoGetter
http//www.rethinkingresourcesharing.org/getit.htm
l Zotero http//www.zotero.org/
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Modeling a mediated ILL Loan workflow
Add Channel

Borrowing, Document Delivery, Lending, Process,
Queues
Book Request (Edit)
Local Source (Edit)
Auto-Search (Edit)
Digital Libraries integrating content and
systems Standard OCLC 70264471 Req. by Cyril
Oberlander, Faculty Source WorldCat.org
Digital Libraries integrating content and
systems. 2006 Checked Out Due Never Hold 1
Times Checked Out 5 No other copies at
UVA Create Hold?
Worldcat OCLC (6 records, 80 holdings)
(VIEW) Purchasing Sources Amazon Buy for
99.94 Barnes Noble Buy for 59.95 Search
Engine OAI Repositories
Alert CD Profile Match
Get / Deliver (Edit)
OCLC Worldcat Digital Libraries integrating
content and systems 70264471 33
holdings 70264475 5 holdings SUNY CCD
holdings 1
Purchasing Sources Amazon Buy for 99.94 Amazon
Library Processing Barnes Noble Buy for
59.95
Search Engine No match in Google Book Search
OAI Repositories No match
Next Step (Edit)
Cyril Oberlander cwo4n_at_virginia.edu, W
434-243-2282, F 434-924-4337, Mail, AIM
electroniccyrilChat No Fees, prefers electronic
delivery, away December, 2006. Edit Process Fill
Electronic, Cancel, Contact Cyril, Contact Source
Add
Note/Task
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Finding the options that fit the user your needs
Add Channel

Borrowing, Document Delivery, Lending, Process,
Queues
Book Request (Edit)
Local Source (Edit)
Auto-Search (Edit)
Digital Libraries integrating content and
systems Standard OCLC 70264471 Req. by Cyril
Oberlander, Faculty Source WorldCat.org
Digital Libraries integrating content and
systems. 2006 Checked Out Due Never Hold 1
Times Checked Out 5 No other copies at
UVA Create Hold?
Worldcat OCLC (6 records, 80 holdings)
(VIEW) Purchasing Sources Amazon Buy for
99.94 Barnes Noble Buy for 59.95 Search
Engine OAI Repositories
Buy with Library Processing Send to Library
Buy with Library Processing Send to User
Edit Options
Get / Deliver (Edit)
OCLC Worldcat Digital Libraries integrating
content and systems 70264471 33 holdings In
State holdings 2
Purchasing Sources Amazon Buy for 99.94 Amazon
Library Processing Barnes Noble Buy for
59.95
Search Engine No match in Google Book Search
OAI Repositories No match

• If buying, my system preference is to
• Automate attach OCLC holdings, ILS order record
  download, user hold placed
• Automate email or RSS status of request and
  delivery tracking link.
• Delivery to user, shipment tracked, w/Amazon
  Library Processing
• Have Amazon send quarterly invoice, or charge
  OCLC IFM

Next Step (Edit)
Cyril Oberlander cwo4n_at_virginia.edu, W
434-243-2282, F 434-924-4337, Mail, AIM
electroniccyrilChat No Fees, prefers electronic
delivery, away December, 2006. Edit Process Fill
Electronic, Cancel, Contact Cyril, Contact Source
Add
Note/Task
32
Collection Development Resource Sharing

• What is our current strategy?
• Single Library Framework Whos on First?
• ILL or Acquisition?
• Separate workflows

What is the service relationship between
Acquisition, Collection Development and Resource
Sharing? Its changing for monographs,
purchase may be a reasonable substitute for
interlibrary loan. (Holley, 2005) SUNY CCD
discussing a 5 copy of a title benchmark
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Get It or Purchase Request
Just-in-Time Acquisitions Acquisitions Order
Forms Book Order form Book Purchase
Recommendation Book Purchase Request Form Book
Request Form Book Suggestion Form Collection
Development Library Collections Library Order
Recommendation Library Recommendation
Form Materials Request Material Selections
Policy New Materials Order Order Items Purchase
Recommendation Purchase Request Purchase Requests
for Library Collection Recommend a
Purchase Request a Purchase Suggest a
Purchase Suggest a Title for the
Collection Suggest New Library Material Suggestion
s for Acquisition Titles to consider for Library
Purchase
Interlibrary Loan Borrow Direct Document
Delivery Get It IDS Information Delivery Service
Request Interlending Interlibrary Loan
InterLibrary Service Place Requests Request
It Requests Resource Sharing
Requests are opportunities
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Transformation means questions for ourselves
users

• What are the questions we ask?
• Notes
• Accept in other Language?

• Whats worth asking?
• Would this be an important work for the library
  to consider adding to the collection?
• How long might you expect this work to be
  relevant?
• Using a rating (1 low 5 high) how important is
  this to your students?
• Did a colleague recommend this?
• If available at nearby libraries, is it worth the
  library acquiring?
• What format is ideal for your use of this work?
• How would you like this delivered?

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Collection Development Information Delivery
Services
Collection Development
Decision
Information Delivery Services
Decision
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IDS Project 2006/2007 Data Unfilled within IDS
Libraries
What can cooperation lead to Articles Subsc
ription Cost 79 requests for Early Child
development and Care 2,973 57 requests
for Terrorism and Political Violence
610 51 requests for Archives of general
psychiatry 490 Loans New
Cost 15 requests for Synthesis and optimization
of digital circuits 135.69 7 requests for
Treatise on harmony 10.10 6 requests
for The pursuit of happyness 3.24

• What does this data mean to us? Opportunities?
• Coordinated Collection Development
• Shared Collections or shared leased collections
• Workflow and Service opportunities

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Other Symmetrical Convergence Digital Library
ILL

• Digitize on Demand for ILL Digital Library
• Small items that are too fragile to circulate on
  interlibrary loan are usually supplied through a
  photocopy. But photocopying often shortens the
  life of the original LOC now scans this type of
  material and delivers the images via the Web A
  scanned item will be accessible from this page
  for at least six months then be permanently
  accessible from the Library of Congress catalog,
  and an 856 tag will also be added for the DLC
  holdings record in OCLC.
• Digital Interlibrary Loan, Library of Congress
  http//www.loc.gov/rr/loan/illscanhome.html
• Others doing this
• National Library of Australia, for public domain
  Australian works that are requested by ILL
  http//www.nla.gov.au/policy/digitisation.html
• Europe eTen DoD http//www.uibk.ac.at/ub/dea/eten
  /
• OCR Quality Assurance on Demand reCAPTCHA
• See http//www.npr.org/templates/story/story.php
  ?storyId93605988

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Asymmetrical convergence Digitizing and
Printing Borrowing options for medium rare
Print on Demand - a solution to rare material
ILL, or another acquisitions program?
There are over 12K books from the Michigan
Historical Reprint Series in Amazon prices range
between 12-43. Print-on-demand is an
attractive alternative for scholars on a budget.
Another top seller, the 1898 textbook "A Treatise
on Universal Algebra with Applications" by Alfred
North Whitehead, is available from Cornell for
35.99 versus 600 for the original from a used
book dealer. http//www.news.cornell.edu/stories
/April07/LibAmazon.dea.html
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Other convergent strategies parallel partnerships
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What is your community?
Access (Hackfest) http//access2008.blog.lib.mcma
ster.ca/program/ Code4Lib http//code4lib.org/
Code4Lib(New York) http//nyc.code4lib.org/
BarCamp http//en.wikipedia.org/wiki/BarCamp
BeTech http//wordpress.betech.virginia.edu/
Educause http//www.educause.edu/ LITA
http//www.ala.org/ala/mgrps/divs/lita/litahome.cf
m MobileMonday-NY http//mobilemonday-ny.com/
Open Source Systems for Libraries
http//www.oss4lib.org/ SourceForge
http//sourceforge.net/
What questions do we ask? What strategies and
projects can we share?
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What does it take to be a users favorite?
Migration Strategy
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Reaching users through Community

• Fostering Connectedness or Interactions
• Communities
• Collections
• Space Individual and Social

How do we create rich experiences Information
Learning Environments?
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Wikipedia as Library Platform
Using Wikipedia to Extend Digital Collections,
D-Lib Magazine, May/June 2007, v. 13 (5/6)
http//www.dlib.org/dlib/may07/lally/05lally.html
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Community Engagement
What is a Library?
45
BBC Charter ReviewThe remaking of the BBC
Digital Britain
http//www.bbccharterreview.org.uk/have_your_say/w
hite_paper/wp_home.html
1922 BBC Radio 1940 TV Today BBC runs one of the
most visited websites in 43 languages and has 146
million listeners per week. Digital Britain A
public service for all the BBC in the digital
age, March 2006 Providing a compelling range of
content and services is one way the BBC will help
encourage people to adopt digital technology BBC
plans offering more BBC content on demand,
especially on portable devices and in public
spaces Review of the BBCs Royal Charter May
2005.
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BBC Digital Britain
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Interactive Engagement
Community Content / Participatory Networking
Picture Australia http//www.pictureaustralia.org

BBC http//www.bbc.co.uk/arts/apictureofbritain/g
allery/
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Community Content Programming

• Why not Community Labs Services that build
  content?
• Family Histories
• Oral Histories
• Authors
• Businesses
• Researchers
• Artists

Libraries help in nurturing a society of
life-long learners who can accelerate the
creation of intellectual capital and create a new
cycle of national innovation. This is an
important factor of competition, much needed for
success in a competitive knowledge-based economy
For an innovative look at Libraries as knowledge
economic drivers, See more http//www.nlb.gov.sg
/L2010/L2010.pdf
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Mobile Community Spaces
Ubiquitous handheld access is more prominent
thanks to digital lifestyle devices such as smart
phones and iPods, yet libraries still focus on
digital content for typical desktop PCs. Robert
McDonald Chuck Thomas, Disconnects Between
Library Culture Millennial Generation Values,
Educause Quarterly No. 4, 2006

• Specific uses to be aware of
• Mobile Technology why?
• 1.1 billion library users OCLC report
  http//www.oclc.org/reports/2003libsstackup.htm
• GSM Association reports that 2.5 billion people
  currently use GSM phones for mobile
  communication, and predicts that mobile
  communication will deliver affordable voice, data
  and Internet services to more than 5 billion
  people by 2015.

What Format Does our user want?
50
Brewing up Library Service to reach users
Determining what matters
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Transformed Model Amazon Service
What matters for Service? Cost, Condition,
Seller i.e. Rating Turn-around
52
Global Library Service mock up that empowers
choice preferences

• What matters?
• Location
• Delivery Options (Pickup, Home, Electronic)
• Time Immediate or How much delay? (ranking
  lender by?)
• Cost Free or Fee based options
• Format (Electronic, Print, Microfiche, LP, DVD,
  Mobile)
• User Tools (User toolbar or application specific
  integration)
• Use digital scholarship or social networking,
• rights management, etc.

Request Delivery Time Standard 5 days Home
Delivery Fee Based Rush E-Book Purchase
53
Syndicate engaging experiences Promote context
to favorite channels, and encourage high-quality
feeds
Personalized Content Channels User choice
Library sponsored ----------- Feeds in
Context Music from era, Programs, etc.
NPR Excerpt The Essential Chaplin
Wikipedia Charlie Chaplin
Services? Annotate Ask Librarian Get
It Research It
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Elsevier from Print to Scopus Scirus NOW
VIRTUAL?
Browse List Search
Search Alerts
Favorite Current Titles
Custom Alerts
Favorite Titles
Favorite Searches
Publish via Author Gateway
Other Search Tools
55
Discovery to Delivery Cycle
Beside Focusing on Discover and Get It
ILLiad customization example Interested in
writing a review on this material? Worldcat
review http//www.worldcat.org/oclc/ltESPNumbergt?
tabreviewstabs
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2 bottles left
Delivery
Discovery
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Flexible FrameworksAllow for parallel (many to
many) and distributed capabilities
Request
Request Management Workflow
Customer Relations Management
Get It
Deliver It
Integrate It
ILL - Borrow
Pickup
Reserves
Purchase
Link to
Reference
Reference
Email to
Learning Management System
Doc. Del.
Fax to
Digital Library
Other
Mail to
Other user preferences Group projects Grant
projects Exhibits
Annotation Tagging
Personal Digital Assistant
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Library Collection and Space as Service
Collections on Demand or Community Collections
we need to redefine Library services around
programmatic and group or community uses of
collections.

• What future for Holds, Reserves, Special
  Collections Holds, etc? New Request Systems
• Group project collections
• Temporary thematic exhibits based on curricula,
  events, etc.
• Specialized reference/reserve collections in
  schedulable spaces
• Reserve mobile shelves with collections for a
  semester
• Interesting reading on mobile collections
• McLean, Edward B., Shared Mobile Library
  Collections, College Research Libraries,
  January 1968, p. 27-29.

59
Brewing up Access and Delivery to reach users
Thank you - Questions
Where would you / they like us to go from here?
OCLCs advice from Content not Containers
libraries should move beyond the role of
collector and organizer of content, print and
digital, to one that establishes the authenticity
and provenance of content and provides the
imprimatur of quality in an information rich but
context-poor world.
Cyril Oberlander cyril_at_geneseo.edu Skype
cyriloberlander AIM electronicCyril GoogleTalk
cyril.oberlander