CIUG Systems OPAC Administration 111607

CIUG Breakout Session Systems/OPAC Administration 11.16.07 Facilitator: Cindy Saylor, UNC Pembroke, [email protected] Secretary: Alisa Whitt, PASCAL, [email protected]

Participants/Affiliation/Interests:  Cindy Saylor, UNC Pembroke: time to keep up with the changing technology; time to keep up with the work that needs to be accomplished  Carrie Nichols, Meredith College: regular expressions – putting them in Create Lists (advanced search)  Carrie Volk, Winthrop University: WebOPAC  Dan Pfohl, UNCW (UNC-Coastal Library Consortium Systems Administrator): Beta testing Release 2007; integrated testing  Linda Coe, Florence Darlington Technical College: customize OPAC  Mark Stoffan, University of Arkansas-Little Rock (former WNCLN administrator currently looking for a systems librarian): regarding system he’s now running, system updates have been done but no other upgrading; revamp the WebOPAC  Jeff Campbell, UNC CH (III systems librarian): TRLN Endeca purchase; no time to implement  Scott Salzman, Furman (systems librarian): functional area vs. local area expertise – hard to determine what level of involvement is needed; one foot in the library world and one in the IT world; not knowing what you don’t know or need  Gloria “don’t come to my presentation” Zinky, Charlotte School of Law: needs to get their own server, currently in shared server environment with three locations  Ben Morgan, NC School of Arts: newly-created systems librarian position; prior the head of technical services for 30 years served as systems librarian and librarians had no control over library website; needs to update WebOPAC  Connie Keller, Elon University: III site for 18 months; rescoping is the biggest issue, having added a law school; are scoped for the law school but not deep enough into internal locations; have gone to WebPAC Pro would like the advanced search page implemented; federated searching is on library website  Ryan Lazar, Furman, systems assistant working with Scott Salzman: strategic planning took most of the summer; one byproduct is a Communication Committee; currently shifting from generic IT desktop support to III system support; needs time to do what needs to be done  Ann Hare, Lander: don’t have a systems librarian; bought III because one didn’t need a systems librarian with turn-key product; concerned about the things you learn by accident; hard to keep up with what III is offering  Andrea Hilton, Johnson C Smith University (becoming systems librarian): still manually inputting patron records for registration; needs to learn about getting patron data from registrar  Alisa Whitt, PASCAL: Trainer in Innovative for PASCAL;

Patron data load using registrar data Suggested technique is to find out what your registrar’s office uses and then make inquiry to III list about who uses that system.

III Beta listserv for new release Dan: III hosting a Beta listserv for new release which can be found on the website of interest groups. Question of how one subscribes, whether it’s open for subscriptions: Call III helpdesk and find out? Rather, contact Gloria Fujikawa at III. Listservs have a searchable archive. CIUG listserv doesn’t get used a lot. Don’t have to be subscribed to listservs to get into archives – however, some restricted and some are open.

Listservs exist to ask questions, share information, etc. – listservs are archived. Gloria volunteered to follow-up with III to ask that listservs be turned into ???.

Cindy will work with Michael Winecoff to get breakout session notes on the new webpage.

Load profile training Is load profile training useful? Load table training: if you don’t use it on a regular basis you’ll loose it. Being able to make changes as you need to load profile is great. Jeff: greatest benefit was with ERM Quick Launch product. Load profile is basically a programming language; there’s a load table listserv. ASAA training – they won’t turn it on for you unless you have paid for it, but it could be a WebEx session; they read out of manual for training.

Workshop ideas/discussion The WebOPAC workshop held at UNC Pembroke was well-attended in September 2006. Handouts from earlier presentations may address user questions.

Cindy: What workshops would you like offered and what can you offer in terms of your own expertise?

Dan: Giving presentations has been a motivating factor in helping him learn new things; he uses the staging server often. One should not feel as though you have to be an expert beforehand to be a session presenter or moderator. Use this forum as dry-run before presenting at IUG. Scott Salzman: “Pimp your OPAC.” Install Library Thing plug-in, Amazon book covers, Adam Brin’s plug-in to do SMS (2007 IUG presentation). Jeff Campbell modified SMS to work with PHP script instead of Perl.

Cindy Saylor: Consider a whole-day workshop on the WebOPAC. In terms of hosting a session, firewall issues to allow access to your own OPAC need to be addressed beforehand. Have to bring your own access to wireless. A discussion ensued about having the workshop at Furman. Scott can handle outgoing access to Millennium system but participants would need to handle incoming IP access from Furman’s IP. Workshop limit would be minimum 10, maximum 20. All 15 session participants want to attend; so offer five slots? We would need at least one floater to assist with the workshop hands-on part of the workshop.

Implementing WebPAC Scoping: the hugeness of the project lies in the repetition.

Tips and Insight: 5-10 minute mini-sessions.

When switching to Pro, you go live because you cannot put it up on the staging server. Dan got to do that because he was running beta. Dan heard that III might be willing to stage Pro. With Pro, Winthrop had a number of surprises in spite of following the checklist exactly; PASCAL button which was on right in resources moved, among other things. Jeff C annotated style sheets when he went Pro.

Jeff: has been using webpub.def since 2005; one can control bib display in html. If one is not using WebPAC Pro, it is not a problem.

WNCLN upgraded to Pro; there were minor whitespace problems, but III fixed them promptly. They didn’t start with tabbed display. Mark Stoffan recommends contracting with III to do the installation for smaller shops. A tendency has been found that the screen code is not as up-to-date as the system code.

Use website as a warehouse of information now that Rob Wolf has been elected SIUG webmaster; it would be beneficial to build a knowledge base.

Regular expressions and create lists. This would be a useful workshop.

III workshop costs: $2,500 for a trainer plus travel expenses; limited to 10 people.

Pivot tables using Excel: University of Michigan School of Business – presenter was Corey Seaman at IUG last year. Gloria will investigate this workshop further.

Request to bring PASCAL into North Carolina Integrating other products, such as WebBridge and CLIO, into III: Winthrop will host session on using these products; populating patron data. Need to identify external products.

Export ILLIAD find date into Millennium patron record

SIUG goal: involve other areas in library including addressing the needs of paraprofessionals

Trends for Metrics for Libraries: Gloria requested; R2 consultants are possible presenters; who’s doing doctoral work on metrics of service organizations?

Final workshop ideas  WebOPAC Customizations – Furman University – Scott Salzman – schedule for February 2008  Pivot Tables (Corey Seaman) – Gloria Zinky will pursue this interest  PASCAL in NC - Gloria Zinky  External Products Being Used in Millennium (CLIO, ILLiad, WebBridge, etc) - Winthrop University – Carrie Volk  Trends for Metrics for Libraries – Gloria Zinky (look at Institutional Research personnel for assistance)