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What is IDS Search and how does my campus get started?

IDS Search is a web search for academic materials to enhance a library's services by encouraging resource sharing beyond the existing holdings. It is intended to show patrons academic resources that are available "right now."

IDS Search will show items/locations and any relevant CUNY holdings if the local institution owns the item. If not, it will then show which CUNY campus own the item, and provide a "Request it from CUNY" button (for a CLICS request). If an item is still not available through CUNY, it will then show a "Get It" button to allow a patron to submit an ILL request.

Electronic items (available to the local campus) will always show up a separate result. (OCLC assigns e-books a separate OCLC number from print books.) These electronic items will have a "Full Text" button. (OLS has a more technical document on request.)

One of the search options is scoped to search IDS Project libraries (labeled "Quick Delivery Libraries"). This is because IDS Project libraries have server software and workflows geared toward a faster delivery of requested items. Requests are filled more quickly than other traditional ILL channels. Please speak with an IDS Project mentor for details.

  1. Follow the below steps to help your library get started with IDS Search:

    A first step is to get an API key:

  2. Once we have an API key, we will want to submit a request for your IDS Search Dashboard put into place. Please contact your IDS Project mentor or open a work order with CUNY OLS.

    The starting point with the dashboard is:

    Your OCLC Code is your three digit OCLC symbol. You password initially is your OCLC API key. (Maybe you have already been in this dashboard and have reset the password.)

  3. Log in to the IDS dashboard, click on "Search Builder."

    The purpose is that this screen will generate the specific code (widget) for you to use on your library web site. You will see on the screen the exact html code that will be added to your library's website.

    If your library wants to set the initial scope of the search to be CUNY-wide then choose "Local group" or "Quick Delivery Libraries." This searches all of CUNY including possible CILCS requests. Choose the "IDS" option if you want to encourage ILL beyond CUNY.

  4. When looking in the IDS Dashboard, please review all of the settings. At this stage you want to become more familiar with the current set of customization options.

    You do not need to start changing settings; simply confirm the branding and customization is generally an acceptable as a starting point. These details will evolve through discussions by a variety of staff at the local campus level. This is a suggested part of an extended local campus investigation of this search tool.

    There is a feedback e-mail address that ought to be set to your local site. For example, the feedback URL is a link in the Dashboard which you may use to conduct your own fairly simple survey of users. The IDS Search pilot used something along these lines:

    Q1: Thank you for trying the [your local brand name]. Did you find what you were looking for? [yes/no]
    [if the user clicks no, then they see Q2; if the user clicks yes, skip ahead to Q3]
    Q2: We're sorry you didn't find what you were looking for. What went wrong?
    Q3: Good to know! What did you think of the ____ [your local brand name]?

  5. Please join the IDS listserv if you have not already done so. It is helpful for posting general questions to others who have already blazed the IDS Search trail.
  6. Please look at this OCLC webpage to help you understand some Worldcat Local search-related FAQs (including relevance ranking, FRBR, and result facets). IDS Search uses the Worldcat API:
  7. It may also be a time to review your Iliad (patron) account creation/registration process. There are three authentication methods for account registration at CUNY campuses.

    This process can be automated to filter who is applying for an ILL account in a way that is appropriate for your campus. Two methods allow for automated account creation and registration. A third method involves manual approval by ILL staff.

  8. You may wish more information about the latest IDS Search releases and other news (including submitting your own enhancement requests):