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A Solo Librarian, 1,300 Items Catalogued in a Year, and a Custom Workflow Built on Request

Ipas Lead Librarian Allison Campbell needed a faster way to catalogue a growing backlog of reproductive health research and media mentions. Soutron built a custom URL-to-PDF workflow that increased her output fivefold and gave staff and external researchers secure access to a fully digital collection.

Ipas

How Ipas Used Soutron's Custom Integrations to Scale a Solo Special Library's Cataloguing Capacity

When manual cataloguing capped output at 10 items per hour and a backlog kept growing, Ipas turned to Soutron Client Services for a solution. The result was a custom-built URL-to-PDF converter, automated FTP import workflows, and a controlled vocabulary verification process that transformed a one-person library into a high-output digital knowledge service supporting staff across Washington DC, Indonesia, South Africa and beyond.




Introduction

Ipas, an internationally recognised organisation for reproductive justice, works across institutions and communities worldwide to provide information people need to make informed decisions about reproductive health.

Since 2016, the research library collection at Ipas has been managed with the Soutron Integrated Library System (ILS), delivering knowledge services to staff, partners and researchers worldwide via their Soutron library portal, which provides secure access to their evidence-based, specialised collection.

Allison Campbell Ipas

“It’s really cool – they [Soutron R&D] built the URL to PDF converter for me. I just asked Soutron Client Services: Do you have something like a URL to PDF converter and they said no, but we could build one for you. Their ability to go above and beyond for me was awesome.”

Allison Campbell

Lead Librarian




Objectives

Ipas Lead Librarian, Allison Campbell has watched the library collection transition to an all-digital collection during her 17-year tenure with the organisation.

Part of that digital transition has extended library services to include monitoring the Web for news articles in which Ipas staff have been quoted or Ipas is mentioned, to help the organisation keep a record of their media reach and impact.

In addition to extending library services to include media monitoring services, Allison was also faced with a backlog of cataloguing work due to staff reductions and began looking for a solution.

She needed a tool that would help her solo special library more efficiently import both Web articles with Ipas mentions in addition to helping her catalogue the backlog of research articles and publications related to reproductive health.


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Key Outcomes

  • Cataloguing output increased fivefold. Manual entry produced around 10 items per hour. With Soutron’s automated import workflow, Allison can now process up to 50 items per hour depending on record type, a direct result of a custom solution built by the Soutron development team at her request.
  • Over 1,300 items catalogued in a single year. The automated workflow allowed Allison to address a significant cataloguing backlog while simultaneously expanding library services to include media monitoring, tracking Ipas mentions across the web.
  • Custom URL-to-PDF converter built on request. Soutron’s development team built a bespoke tool that captures article metadata via Zotero, uploads it via FTP, generates PDFs from URLs, and auto-attaches them to catalogue records, preserving access to articles that may later be paywalled or removed.
  • Secure access for staff and external researchers worldwide. Ipas staff access the library via SSO through the organisation’s intranet. External researchers use a secure password-protected portal, giving both audiences consistent access to the same digital collection regardless of location.

Solution

Allison began using Zotero, a free open source tool, to help address the ‘media mentions’ research cataloguing, but discovered that with the number of media mentions Ipas was receiving, she needed a more efficient way to not only catalogue the Web-based research, but also a way to ensure access to the articles was preserved in case the URL for the article no longer worked or was put behind a firewall. She needed a solution for both Ipas media mentions and published authoritative reproductive health research articles.

Allison contacted Soutron Client Services seeking a more efficient way to handle her expanded library services requirements. After understanding Allison’s need to quickly catalogue a large volume of digital materials, the Soutron development team created a custom back-end service that would speed up her workflow.

With this newly customised workflow, Allison captures article metadata with Zotero (Google Scholar, Mendeley or other Web research tools could also be used).

Once a week, the captured metadata is uploaded to the Soutron FTP server and imported into the Soutron database. Post import, a background task checks the data and enables the URL to PDF check field. A final background workflow task looks for URLs that have the URL to PDF field checked, generates the PDF and auto attaches the PDF to the Soutron record.

After all of the metadata is imported and the PDF generated, Allison then verifies the imported metadata with the Ipas controlled vocabulary in Soutron. Allison further adapted the new efficient URL to PDF workflow import procedure to import Web-based media mentions and any research articles and subscription journal articles that are not in PDF format into the Ipas internal knowledge-base of reproductive health literature, not only providing staff with access to many otherwise inaccessible articles (behind paywalls), but also ensuring access to those articles by converting the URL to a PDF document.

This functionality and customised workflow significantly streamlined the cataloguing process, saving time and reducing manual effort. Allison is now able to better address the cataloguing backlog as she works to create a well-organised digital collection that supports the Ipas health information ecosystem.

“I used to be able to catalogue only about 10 items in an hour when it was all manual entry. With the new automated Soutron capabilities, my output has more than doubled. Depending on the record type, I can now “touch” up to 50 items in an hour!”, Allison said. “In this past year, I catalogued over 1,300 items with this new Soutron functionality.”

The partnership between Allison and the Soutron Client Services team exemplifies the power of collaboration that is rooted in trust and responsiveness.

Summary

Faced with the challenge of expanding her library’s digital services, Allison turned to Soutron not just as a vendor, but as a strategic ally. Her confidence in the Soutron Team’s ability to understand and address her unique needs led to the development of a custom URL-to-PDF converter, an innovation born directly from her request. “It’s really cool – they [Soutron R&D] built the URL to PDF converter for me,” states Allison. “I just asked Soutron Client Services: Do you have something like a URL to PDF converter and they said no, but we could build one for you.

Their ability to go above and beyond for me was awesome.” With this new functionality, Allison now sometimes imports 200 new catalogue records at a time, as she monitors media mentions and whittles away at the backlog of research materials.

Soutron’s willingness to listen, adapt and build a tailored solution reinforced Ipas’s trust in their platform and the extended Soutron team, transforming a technical challenge into a streamlined workflow.

Future

Now that Allison has an automated process, “I want to get my catalogue up-to-date and redo my Soutron library portal.” Currently, the library research collection portal is accessed by staff via a link on the Ipas Intranet, using SSO for automated, secure access to library materials. Ipas staff use the Libby app to access, read or listen to the books in her collection and use the Soutron PDF viewer to read the converted PDFs. To provide external researchers access to the collection, Allison worked with Soutron client services to set-up a secure password-protected portal so that external researchers can access the collection the same as a staff member can.

Due to the inherent flexibility of the easily customisable Soutron library platform, Allison will be able to customise the Ipas portal so that she can support everyone in the organisation with their research needs, “no matter if they’re in Washington DC, Indonesia or South Africa,” adds Allison.

As Lead Librarian, Allison’s cataloguing work using Soutron supports Ipas as the organisation builds-out their information ecosystem to support gender equality and women’s health.

“The original research Ipas conducts around the world is supported by our unique library services, which elevates our position as a thought-leader in the sphere of reproductive health,” states Allison.

For more information about third-party integrations with Soutron, visit the Soutron Integrations page.

To find out more about iPas and the range of services available, visit their website for details: www.ipas.org

To find out how you can migrate to a fast, secure, cloud-based research library system to support your organisation, book a 20 minute discovery call with us today, see below.

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Frequently Asked Questions

Can Soutron build custom workflows for a solo special librarian managing a large digital cataloguing backlog?

Yes. Soutron's development team builds custom workflows tailored to specific library needs. For Ipas Lead Librarian Allison Campbell, Soutron created a custom URL-to-PDF converter and automated FTP import process that increased her cataloguing output from 10 items per hour to up to 50 items per hour.

Can Soutron integrate with Zotero or other web research tools for automated catalogue imports?

Yes. Soutron integrates with Zotero, Google Scholar, Mendeley, and other web research tools. Ipas uses Zotero to capture article metadata, which is then uploaded to the Soutron FTP server, imported into the database, and automatically processed to generate and attach PDF versions of each record.

Can Soutron provide both staff and external researcher access to a special library collection?

Yes. Soutron supports tiered access models. Ipas staff access the library via SSO through their intranet, while external researchers use a separate secure password-protected portal that gives them the same level of access to the digital collection. Both portals are managed within the same Soutron platform.

Can Soutron help a library preserve access to web-based articles that may later be paywalled or taken down?

Yes. Soutron's custom URL-to-PDF functionality captures and converts web-based articles into PDF documents that are stored and attached directly to catalog records. Ipas uses this to preserve access to reproductive health research and media mentions that would otherwise become inaccessible if the original URL is removed or put behind a paywall.

About the Author
The Soutron editorial team covers archive, library and information management for specialist organisations. Our writers work alongside our product and client teams to make sure everything we publish reflects real-world practice, drawn from over 40 years of experience in the industry.
Soutron Editorial Team