2000 Innovative Users Group
Report of the Eighth Annual Meeting April 29 – May 2, 2000 Philadelphia, Pennsylvania Table of Contents
Foreword ...... iv
Innovative Users Group Steering Committee 1999/2000 ...... v
A Charter as a Management Tool - A Case Study ...... 1
Introducing the IUG: Your Innovative Users Group ...... 3
Don’t Touch My Bib! Innopac, Authorizations, and Workflow Issues...... 5
Inheriting an Innopac System...... 9
Implementing and Troubleshooting Web Access Management Software...... 11
Marketing 101: Publicizing Your WebPAC/WebCAT/WebOPAC/Online Catalog...... 13
Communicating With OPAC Patrons Through Design Language...... 15
Quality Control by Number...... 17
Managing Departmental Library Budgets with INNOPAC...... 19
Starting a Regional Innovative Users Group...... 21
Development of a Custom Course Guide with WebPAC Links and Electronic Reserves ....23
Macros for Beginners...... 24
Web Management Reports...... 26
Creating An Electronic Course Reserve System Using Innovative Reserves and Patron API...... 28
Designing a Better WebPAC Interface ...... 31
Enhancements...... 33
Load This! Loading YBP Approval, GOBI Selection, and PromptCat Records into INNOPAC ...... 34
Millennium Circulation Forum ...... 36
Content Analysis of Interlibrary Loan Archived Data...... 38
i The Well-Tended System: Linda and Howard Hum a Few Bars...... 39
Web Access Management Essentials ...... 41
Millennium Advanced Searching: A Practical Approach from a Beta Site...... 42
Authority Control: What You Need to Know to Do It Yourself...... 44
Inventory in Mid-Sized Academic Library ...... 46
System Management Forum, Software Only ...... 48
Linking to Records in WebOPAC...... 50
Do We Have This Journal? Let Me Count the Ways! Using INNOPAC to Provide Access to Remote, Full-text Electronic Journals...... 52
System Management Forum, Turnkey...... 55
Serials - They Are A' Changing ...... 58
Creating MARC Records from E-Journal Title Lists...... 60
Integrating Bursar Modules with a University Accounting System ...... 63
Usability Testing: A Quick Guide...... 65
INN-Reach at Orbis...... 68
Standing Orders - Year One and Beyond...... 70
Techno-Cats, or, Never Leave Your Chair Again...... 71
Service Issues ...... 73
Public Libraries Forum...... 77
INN-Reach Forum Part 1 and 2...... 80
Fiscal Close: The Annual Nightmare...... 82
Creating a Local Database Using the Community Information Database Module...... 84
Maintaining Hyperlinks in the WebPac: Tools and Tradeoffs...... 86
Circulation Forum ...... 88
ii Installing Your Own E-mail System ...... 91
Regional Users Group Roundtable...... 93
Public Library Consortia Forum ...... 95
A Textbook Collection on Reserve – The Innovative Way ...... 97
Getting to "Yes" with the Innovative ILL Module...... 99
Institutional Ties: Developing an Interface between the Innovative Acquisitions System and the Accounting System of a Parent Institution ...... 101
Index of Program Coordinators, Presenters, and Reporters...... 103
iii Foreword
This report of the Eighth Annual Meeting of the Innovative Users Group contains summaries of forty-nine presentations given by users of the Innovative Interfaces system. summaries of meeting sessions led by the staff of Innovative Interfaces, Inc. are not included in this volume. The IUG conference program notebook contained many of the handouts distributed at the meeting sessions; additional handouts are included with some of these reports. Whenever noted by the presenters, supplementary web site addresses have been included. Use of this volume, the supplementary web sites, and the conference program will provide the most complete set of reports and handouts.
Many thanks go to the individuals who contributed summaries to this report. Their names and institutional affiliations are listed at the end of each report. Sincere thanks go as well to Karen Perone, for her advice and assistance.
Margaret Guccione, Goucher College Susan Di Renzo, University of Akron Kelly Sikora, Kent State University Editors September, 2000
iv Innovative Users Group Steering Committee 2000-2001
CHAIR Karen Perone Rodman Public Library
VICE-CHAIR/CHAIR-ELECT Jennifer Merrill Dartmouth College
PAST CHAIR Peter Murrray University of Connecticut Law School
SECRETARY Susan Goldner University of Arkansas at Little Rock Law Library
TREASURER Kathryn O'Gorman Cincinnati State Technical and Community College
Members-at-Large
Anne Myers Judy Humphreys Boston University Law Library Mountain View Public Library
Rich Aldred Karen Johnson Haverford College University of San Francisco
v A1 A Charter as a Management Tool - A Case Study
Presenters: Ann Cleary, Dundalk Institute of Technology Charlotte Rowe , MIS Libraries Project
The fifteen Institutes of Technology are third was issued. That same year, a Project level educational institutions funded by the Director was appointed, from an IT Department of Education and Science in background, and from outside of the Ireland. In order to standardize the Institutes. Evaluation of the bids was management information systems at these undertaken in 1998. In 1999, a contract was institutions, a project has been funded to signed with SCT for their Banner 2000 acquire and install the same library and product for student services and a contract student services systems at all of the with Innovative Interfaces, Inc. for libraries Institutes. The Management Information services. That same year, Charlotte Rowe, Systems (MIS) Project funding is set at an from an IT background, was appointed unprecedented level of BP20 Million. The Project Manager for Library Implementation. Management Information Systems Libraries In January 2000, the Libraries Project Team Project portion is about one fourth of that. was appointed. The MIS Project Steering This project offered the libraries of the fifteen Group, the initial governing body of the institutions an opportunity to standardize project, was comprised of IT personnel, systems, enhance access for users, and academics, registrars, Institute directors and radically improve services and practices over the MIS Project staff. current offerings. Implementation of the systems at all institutions is expected to take The MIS Libraries Project staff report four years. directly to the MIS Project Director. At the local level, there was a MIS coordinator at Most of the Institutes of Technology were each site. The initial structure and decision- formerly Regional Technical Colleges. Four making lines were long and convoluted and are in Dublin, the rest are geographically isolated from the front lines of actual dispersed throughout the country, often with implementation. The initial strategies were to distinct regional development offerings. The centralize decisions and management and Institutes of Technology are varying sizes, oversee a phased in implementation. differing administrative structures, and Centrally, the project managing groups were radically different complexities. In 1992, new focused on the importance of making functions and authority were conferred by decisions to progress a significant national national legislation offering autonomy and effort, mindful of politics and national goals. responsibility for fiscal affairs to the But they were dependent upon the local sites Institutes. to actually implement the project.
In 1992, a Joint Study Group of Institutes and The Institutes are obtaining Innovative the Department of Education was formed. By Interfaces Millennium Library System 1995, a Joint Specification for Standard MIS (software only), hardware to run it; staff Systems was completed. In 1997, an funding BP10,000 for library staffing was Invitation to Tender (required by EU allocated to each site. How that money was to procurements over a value of IRP 10,000) be used was to be determined at the local
1 level.), a budget for data conversion (for the practices needed to be developed quickly for first time, librarians agreed in December 1998 shared benefits. to standardize with the USMARC format), training, and additional services for the MIS As a result of all this, a document, a Project Libraries Project. Charter, was developed to provide project definition, articulate objectives and agreed Institute Libraries varied widely in size and goals of the project, clarify and outline scope. There were multiple systems already planning and organization, and delineate the in use, presenting interesting data conversion procedures necessary to administer it. issues. Their staffs ranged from 3 to 75, with Basically, the charter was a guide to policy only one library having a systems librarian. and decision-making. It outlined monitoring Some had branch libraries. Holdings ranged and controlling activities and provided for from 3,000 to 200,000 titles. problem resolution and arbitration in cases of disputes. A similar document was developed To date, two Institutes are live with OPAC, for the SCT Banner project. Each site signed circulation and cataloging, with other a new consortium agreement. A new modules being implemented. Three streamlined structure was implemented, additional Institutes were in TestPAC in diversifying local control. The Charter February and March of 2000, with the established a formal relationship between the remainder to be scheduled over the next three Libraries of the Institutes in order to foster years. Initial implementations revealed a cooperation and contact, promoted resource number of issues that needed to be addressed. sharing and collaboration for the first time There was no history of cooperation amongst ever, and enhanced access to information. It these institutions, and virtually no gave form and formality to cooperation. communication between sites. Sites at the same stage of implementation didn't think to The Charter is a work in progress. confer, so struggled on without benefit of Representatives from the Libraries and the mutual sharing. At the local level, it was MIS Libraries Project are involved for more clear that more autonomy was desired. participation from the local levels. Most Schedules, goals and resource allocations importantly, there are now structures in place were determined centrally for the project. thanks to the Charter to provide a flexible Increased pressures of prolonged (minimum framework for implementation. The 12-month implementation) workloads Institutes of Technology in Ireland are dictated by a remote group made it difficult to proceeding with a combined and cooperative keep staff motivated at the local level. implementation of the Innovative Millennium system using the Charter, which emerged As a result of the initial implementations, it from the lessons learned from the initial was clear there was a need for a mutually Millennium installations. agreed plan that was comprehensive, had ______generalized participation in decision making, Reported by: Lynne D. Lysiak, Appalachian yet was sensitive to the needs of the State University individual Institutes. Too, collaborative
2 A2 Introducing the IUG: Your Innovative Users Group
Panel Members: Karen Perone - Chair-Elect Jennifer Merrill - Member at Large Fred Gertler - Past Chair Kathy O'Gorman - Treasurer Faye Chartoff - VP Operations, Innovative Interfaces
The IUG was founded in 1992, and the first • Work on local arrangements committee annual conference was held in 1993 in • Become a member of the Steering Berkeley, CA. Over 300 people attended the committee first conference and it has grown every year since. Membership
The Steering Committee consists of: vice Dues were reduced to $60.00/year, from chair, chair elect, past chair, treasurer and $75.00. A change in by-laws allows secretary and 4 members-at-large. members of consortiums to join as individual institutions. Memberships are Institution The IUG maintains a web site and the IUG memberships (not personal), with one person Listserv. Karen explained that the IUG listed as the contact person. There were 683 listserv and the Innovative e-mail service are members by the start of the 2000 conference. separate entities, and should be treated as A Membership Directory is maintained on the such. E-mail from Innovative should be web site. Mailings include the conference considered private and should not be posted proceedings, enhancement ballots, Directory to the IUG listserv. of Innovative Libraries, and the invoice for next year's dues. The web site includes voting information, FAQ's, IUG by-laws, meeting info, listserv Enhancements archives, and proceedings of past conferences. IUG enhancements vs. [email protected]. You are encouraged to use the Innovative Becoming an IUG member confers voting enhancement e-mail since the request goes privileges. There are three Steering directly to Innovative. The process of IUG Committee meetings a year (1/2 day enhancements focuses the enhancement conferences before ALA and ALA mid- requests, and gives order to the enhancement winter, as well as the IUG Conference). requests by category. Each category has a functional expert from the IUG. This expert How can you contribute? decides if the enhancement already exists or • Become a functional expert for the if a work-around exists. The experts select a enhancements process maximum of 15 requests per category. A list • Serve on program/proceedings committee of possible enhancement requests goes to the • Contribute content for web site member institutions, which vote on 5 requests • Participate on listserv per category. The enhancement coordinator
3 lists the top 5 vote getters in each category in The Annual Conference priority order. Locations of upcoming conferences: How Innovative fits into the IUG picture 2001 Santa Clara, CA 2002 Houston, TX All service managers subscribe to the listserv, 2003 Bay Area and try to work proactively. The listserv belongs to the users and Innovative will not The location of the conference alternates each respond directly to the listserv. However, year. Odd years, the conference is held near someone may contact you off-list for III headquarters in California. Even years, clarification, or if incorrect information has the conference is held in locations throughout been given. the US.
Innovative has a private mailing list, and that Program Notebook: includes handouts from information is posted on CS Direct. Because individual sessions, description of sessions, of requests by Innovative users to not have city guides, IUG Steering Committee press releases on the listserv, they instituted a Member lists, and list of attendees. separate private mailing list, and request that Innovative private e-mails not be posted to Birds of a Feather Sessions: Groups of users the listserv. with common issues or problems meet in a roundtable setting. Increasing customer support on CS Direct. The Known Issues page is new. The Release Proceedings: Recorders will submit notes on notes page has been revised and includes the proceedings. They will be mailed to release numbers for easier use. Another member institutions by late summer. The full innovation is multiple levels of passwording proceedings will be posted on the IUG for CS Direct. This allows all library staff to website by the fall. access information, FAQ's, and tutorials, ______while limiting access to downloads and Reported by: Stephanie D'Angelico, opening service calls to authorized systems Pennsauken Free Public Library staff.
4 A3, K5, Q4 Don’t Touch My Bib! Innopac, Authorizations, and Workflow Issues
Coordinator/Presenter: Mary C. Wilson, Howard University Law Library
A Brief History of Library Systems • Acquisitions staff = order records and vendor records • Manual, Automated, Integrated • Circulation staff = on-the-fly item records Innopac: Factors Driving Workflow Changes • ILL staff = virtual item records • In general, as an integrated library • Reference staff = none (view only) system: shared data across modules = Systems staff = all across departments • • Innopac Database Structure = Bib record Pros and Cons of Choice #1 central, with other records attached • Pros - less retraining and reassigning of • Innopac authorization and password staff = less disruption to established, structure = choice of limiting or comfortable workflow (therefore, may be broadening what each department’s staff appropriate on a short-term basis during are authorized to perform first phases of implementation) • Innopac Data Exchanging Capabilities • Cons - less efficient workflow – Ex. Keying or importing bibliographic records, item records, order records. Innopac Workflow Choices • Innopac and Millennium Workflow Choice #2: Explore the potential of workflow Streamlining Features changes-- • Allow authorizations of dept. staff outside Innopac Workflow Choices of the traditional lines Choice#1:Stay in traditionally • Take advantage of data exchanging compartmentalized organizational chart capabilities and streamlining features and workflow-- • Innopac allows this, because... Pros and Cons of Choice #2 • A. Authorization structure can have each • Pros - more efficient workflow department authorized to touch only their • Cons - more retraining and reassigning of own records. staff = more disruption to established, • B. Because data exchange and other comfortable workflow options exist, but not be implemented. Workflow Choice #1 and #2: Flip A Coin? Example of Choice #1: Creation and Editing No! Authorizations by Record Types • Choice #2: Maximize the potential of • Cataloging staff = Bib records and Innopac to streamline workflow item records • Payoff in efficiency worth the time and • Serials staff = serial checkin records effort of effective implementation and cards
5 • Need to weigh factors that apply to your – Benefits: Eliminate need to have cat staff library’s environment: current staffing review on-the-fly item records when and workflow, budget, time, etc. materials are returned at circulation – Requirements: Train circulation staff to Exploring Potentials: Innopac Authorizations create accurate item records in on-the-fly • Cataloging and Serials situations, and review/edit them as – Potential: structure authorizations so that needed, when returned. serials staff can edit bib records – Benefits: eliminate back-and-forth of • Interlibrary Loan and Circulation serials forwarding serial-related bib – Potential: Fully integrating interlibrary changes to cat loan procedures with circulation processes – Requirements: training serials staff in by authorizing ILL staff for circulation how to edit bibs in Innopac/Millennium, functions. and which serial-related fields they may – Benefit: Streamlining workflow of both edit on their own. depts by integrating similar tasks--create patron records for ILL borrowers, track • Serials and Cataloging and send overdue notices, process recalls. – Potential: Structure authorizations to – Requirements: Training ILL staff in allow cat staff to create and edit serials Innopac circulation processes, creating checkin records and cards patron records for institutions, coordinating ILL and Circulation staff. – Benefits: Eliminate back-and-forth of newly cataloged serials being sent to serials dept for checkin record creation - • Systems Administration can be created at point of cataloging. – Potential: Allow authorizations for – Requirements: Training cat staff in serial certain system administration functions to record creation. be distributed to more staff members. – Benefits: Faster problem-resolutions or system upgrades because more staff • Acquisitions and Serials members are capable of handling these – Potential: Structure authorizations so that functions (ex. Innopac default receiving functions can be done by acq records/Millennium templates; free record and serials staff (either shared by each in use; system backups; rapid updating; dept, or depts merged into one unit) Innopac codes) – Benefits: Eliminate incoming materials – Requirements: Choose technically-skilled needing to be sorted into new titles (to library staff and specific functions, train acq) and cont. titles (to serials) for those staff members, develop guidelines receiving. for use. – Requirements: Training, possible reorg./merger. Exploring Potentials: Innopac Authorizations • Implementation of workflow options • Circulation and Cataloging using Innopac Authorizations: an – Potential: Streamline on-the-fly item overview of how authorizations work and record processing by authorizing some tips circulation staff to create and edit item records.
6 Overview • Innovative response to Help Desk Call • A View of Innopac Authorizations (P> opened: Passed on to our Product PASSWORDS and authorizations) Development group for a possible • D> DISPLAY Full Name enhancement in a future release… • N> FUNCTION Authorization • Innopac User Manual Rel. 2000 Levels of Authorization (Record #18,133) • Basic authorizations list, but can be • Innopac User Manual Rel. 2000 customized (Call Innovative!) (Record #18,212) • Innopac User Manual Rel. 2000 Exploring Potentials: Data Exchanging (Record #18,337) Capabilities • Cataloging and Acquisitions Tips – Potential: Ability to download full Changing Passwords MARC bib record into Innopac at the point of ordering • A. System Admin. - In P> – Benefits: Eliminate duplication of effort PASSWORDS and authorizations, choose (acq keying or importing brief bib, later to a specific user, then P> Change be overlayed with full MARC bib by cat) PASSWORD. (System Admin.) – Requirements: Retraining acq staff to • B. User -M> MANAGEMENT search and choose appropriate bib records information, I> INFORMATION about in bib util. (such as OCLC) the system, P> Change your PASSWORD. • Serials • Need to remember current password to – Potential: Implementing Innopac’s change it! Or, need to delete current electronic serials claiming to streamline authorization record and create a new one. serials claiming processes. Creating New Records – Benefit: Eliminate a step, batch processing, in order to streamline serials • To create a new authorization list for a workflow. user, must always choose A> ADD a – Requirements: Understand Innopac person. option’s use, setup with serials vendor, • There’s no way to copy an existing list setup in Innopac (vendor record, Ven and paste it into a new person’s list (ex. Title#), train serials staff in this use, with staff changes or additions, where you rewrite procedures. need the same authorizations as an existing person’s). Exploring Potentials: Workflow Streamlining Features Millennium Circulation • Acquisitions • If you setup an authorization for – Potential: Innopac option to combine circulation check-out but not for receiving and invoice processing into one overriding blocks, if a block message step appears and the person chooses “Do Not – Benefit: Eliminate a step, batch Override” there is no access to processing, in order to streamline acq information about the block. workflow.
7 – Requirements: Understand Innopac Conclusion: Innopac Workflow Potentials option’s use, train acq staff in this use, reorganize receipt/invoicing procedures. • Innopac and Millennium offer many features with the potential of harnessing • Millennium Products the power of the integrated library system • Graphical, more user-friendly ---> to make workflow more efficient. potential to cut training time for new staff and expand Student Assistant • Boldly explore these features, decide what duties (ex. serial check-in) will fit in your particular library, plan, and • Streamlined, no layers of menus to implement - don’t be afraid to navigate ---> potential for faster experiment. (Almost anything you do in processing (ex. MillSerials quote from Innopac can be fixed! Ex. Rapid Updating our staff) feature).
Example: Serial Check-In Steps in FOR FURTHER INFORMATION Character-Based vs. Millennium • Where to find the latest versions of this Making Innopac Workflow Potentials Work: handout (in outline form and in The Human Side PowerPoint Presentation slides form): http://www.law.howard.edu/library/info/DTM B.html • Managing change effectively • Building a team-oriented environment • Where to find the Innovative press release for Millennium Serials which quoted our • Establishing trust staff: • Providing effective cross-training http://www.iii.com/sales/press_releases/99press. • Open communication shtml#SEP2799 ______• Full/clear disclosure on job description Reported by: Susan DiRenzo, The University changes of Akron = Building comfort level to let go of the “don’t touch my bib” mentality and replace it with “touch my bib, please - less work for all of us!”
8 B3, M5 Inheriting an Innopac System
Presenters: Dan Pfohl, University of North Carolina at Wilmington Rick Moul, Western North Carolina Library Consortium Judith Clark, Lynne Branche Brown, Innovative Interfaces
This session details important information Documentation can be key to understanding and helpful tips for new systems the history of your Innopac system. Begin by administrators in Innovative libraries. obtaining a copy of your contract. The contract will tell you if you are a turn-key site Dan Pfohl's portion of the session included or software only, as well as listing everything what you need to know immediately, local that your library has purchased for the contacts, documentation, and training. Most system. Profiling manuals and importantly, Innopac system administrators upgrade/decision manuals provide a historical need to know how to contact Innovative. The perspective on the system's implementation, helpdesk can be reached at 1-800-878-6600 functionality, and selected options. Some of twenty-four hours a day or at this documentation may be out of date but [email protected]. The customer service still valuable. E-mail documentation can website is located at http://csdirect.iii.com provide a log of helpdesk questions and other and is passworded on two levels, one for issues and should be kept in a binder or general information that can be accessed by database for easy reference. Beginning the anyone in your library, and one for the practice of putting your procedures on a designated Innovative contact to view/open website can be helpful in providing access to calls and view the customer profile. The all staff and faculty in your library. Innovative Users Group site can be found at www.innopacusers.org and contains an option Training can be obtained in a variety of to subscribe to the listserv, which provides forms: formal and informal, manuals, trial solutions for a variety of issues; this list is and error, IUG meetings, and contact with the also archived on the site. previous administrator. The important message is to take advantage of all training Local contacts in your library are invaluable. opportunities offered. These veteran users of the system can demonstrate the processes specific to your Rick Moul reiterated the importance of library. The information technology staff of establishing contacts at your local institutions the university can provide information on the and stressed the importance of learning from telecommunications and networking needed the system users - they know their modules to maintain the Innopac system; this best. Also, library folklore can be helpful in information is especially useful for understanding why certain options were troubleshooting. Contacts in your chosen or not chosen for implementation. consortium, if applicable, are also good Another key to administering the Innopac is sources of information. A suggested the user manual, which contains an appendix beginning would be to get names, phone with a list of tasks and responsibilities. numbers, and e-mail addresses for these contacts.
9 Documenting your implementation decisions updated through customer requests and and troubleshooting issues will be invaluable trainers who encounter instructional needs for existing staff and future systems from users. administrators. Also use the information provided by the system; consider printing out The systems administrator checklists system information and saving it as a text file contained in the appendix of the manual are to be manipulated as you need. hotlinked to the applicable user manual sections where additional information is Lynne Branche Brown explained that provided. Another source of helpful Innovative is especially interested in information is the FAQ section of the consulting with systems administrators to find CSDirect site, located at solutions to new issues in libraries. Each http://csdirect.iii.com/faq/ library has an assigned consultant or can ask questions through e-mail at [email protected]. Procedures from Dan Pfohl's library at the University of North Carolina at Wilmington Judith Clark discussed the training options can be found at available from Innovative. The Folio Views http://library.uncwil.edu/systems/procedures. user manuals provide the most current html information and should be used in place of ______any existing paper manuals, which may Reported by: Leigh French, Wright State contain incorrect and outdated information. University The electronic manuals are continually
10 C2 Implementing and Troubleshooting Web Access Management Software
Presenters: Ruth Helwig, Central Michigan University Krista Graham , Central Michigan University John McClellen, Innovative Interfaces
A proxy server sits between a client The WAM forward table can hold up to 150 application, such as a Web browser, and a unique entries and will only proxy entries that real server. It intercepts all requests to the are in the table. The service level settings can real server to see if it can fulfill the requests be used in conjunction with the forward table itself. If not, it forwards the request to the to further restrict access based on the service real server. The two main purposes of proxy level set for a patron type. The forward table servers are to improve performance and filter is read top to bottom, so if you need to enter requests. any specific exceptions they need to be listed in the table before the general options. The WAM (Web Access Management) is a proxy fields necessary for each entry in the table server that authenticates users against the are: patron database. If it verifies that a user can access the requested server, and it provides • token (short unique identifier for the the authentication necessary to fulfill the remote resource) request. • IP address/host name of the remote resource The token method of authentication relies on • service (minimum service level necessary the provider or remote services NOT using to access this resource) JavaScript. Cookies must be enabled for the • ver (verify:Y/N) token method to work. Using a proxy method • ptype (what patron types may access this of authentication is more work for both the resource) end user and the library. It generally requires • database name (this name is displayed in staff training and preparing documentation list) for users. The proxy method may not work behind a firewall. It will not work if a proxy As you are setting up the system, another is already in place. This might happen if a consideration is what patron restrictions you user is attempting to access the remote system will want to have in effect. You will need to from a work site where a proxy is in use. define your user base, decide who will have There are some browser problems with access (keeping in mind any appropriate regards to proxy servers. licensing considerations), and you will need to decide how expired patrons, patrons with The WAM software can handle both methods excess fines or lost books will be handled. It of authentication at once. In deciding how to is important to maintain your patron files set up your remote authentication processes regularly to ensure the access levels you you will need to consider patron confusion, intend are in force. the need for two formats of URLs and you will need to know if a vendor is using When you are testing the WAM settings, JavaScript. having a PC with a modem and a suite of phone numbers linked to IP addresses outside
11 the range of your ISP (or local network) is an a PC must have SP1 applied, and the IE 4.0 important tool. You should load the PC with browser on a Mac is missing an essential old versions of browsers as well as the latest component and they will need to use a and greatest versions. Perform your testing different browser. Problems you may with both Netscape and Internet Explorer. encounter from the off-campus side include dealing with firewalls from the patron’s To support your patrons properly, you will location, patrons using AOL, you may need to have the following available for the encounter geographic pockets of patrons public: unable to connect, and there may be security concerns as the Innovative server is not a • An access page for research databases secure one. • A patron verification page • Proxy configuration instructions Innopac Release 2000 User’s Manual • A troubleshooting guide Relevant References: • Record#16,197-Web Access Management As you are creating or modifying these pages • Record #14,832 - Logon Administration you will need to keep in mind your patrons • Record # 16,374 - URL Verification and the various quirks that might result from • Record #15,269 - Limit Network Access local ISPs in common use. The access page for research databases is a regular html page Central Michigan University Libraries’ and can reside on any server. The URL needs Remote Access Web Pages Instruction Page: to be in the forwarding table. To change http://www.lib.cmich.edu/databases/remote.htm patron verification prompts, follow >A, >A, >S, >O, >O, >30. (Record #16214 in Release Troubleshooting Page: 2000 - custom patron verification and Record http://www.lib.cmich.edu/databases/trouble.htm #16405 - editing web screens) When you Distance Education Accessing Research write the configuration instructions, be sure to Databases Page: give the users system requirements such as http://www.lib.cmich.edu/ocls/researchdbs/index.html Netscape 4.0 or better or Internet Explorer 4.1 - 4.5 are necessary for Macs to use the proxy Distance Education Web Access Management server to access the resources. Be sure to FAQ Page: provide browser specific instructions and list http://www.lib.cmich.edu/ocls/researchdbs/wamfaq. them by different versions or platforms as htm necessary. Be careful to make it clear how to locate and follow the correct set of Distance Education Troubleshooting Remote instructions for a user. Access Page: http://www.lib.cmich.edu/ocls/researchdbs/trouble. When troubleshooting problems connecting htm to the proxy server, there is a definite order in which questions should be asked. They "Implementing and Troubleshooting Web should be asked if they followed the Access Management Software" configuration instructions and how they got to http://www.lib.cmich.edu/staff/IUG/ ______the verification screen. The various error Reported by: Barb Anderson, Shawnee State messages will help to pinpoint a particular University problem with a patron’s record. Be aware of specific browser quirks, for instance IE 4.0 on
12 C3, M7 Marketing 101: Publicizing Your WebPAC/WebCAT/WebOPAC/Online Catalog
Coordinator/Presenter: Sara B. Sluss, California State University Long Beach Library Presenters: Mary Goolsby, Baylor University Carol Schuetz, Baylor University Janice Painter, Princeton Public Library
Sara Sluss (California State University Long they sold t-shirts on a cost recovery basis, and Beach) began the program by talking about they had mouse pads with their logo at every the opportunity that Millennium will give you station. The timing was wrong for a party, to "resell" your automated system. It is but all the publicity put the catalog in the important to get users to buy into services so forefront. If they had it to do over again, they that they will support you now and continue would seek funding for publicity. They spent to support you in the future. If you market only about $2500, one-half of which went to this new system well, and get client buy-in, the mouse pads. your patrons will be more likely to give support for a new system in the future. Carol Schuetz (Baylor University) focused on closure. Closure helps to transition to The first step is to market to your staff. something new and marks the beginning of Focus on teamwork and think of your staff as something better. They wanted to recognize your "sales force." Educate your staff so that the good they had done so far and help with they can, in turn, educate your customers. the uncertainty and stress that the change to a COAST took this approach as a defense new system would bring. The Baylor measure in the beginning. They were not University Library decided to have a funeral only upgrading to a graphical catalog, but for their old system. They chose summertime, also going to a new e-mail system. There when most students were gone, and did a were lots of changes in a very short time New Orleans style funeral, complete with a period and they needed staff buy-in to Dixie Land jazz band. They had a very survive. They had orientation sessions limited budget ($200 - $300) but had throughout the spring (with many different someone make a small coffin in which was time slots) and all 90 staff members were placed an old PAC terminal; they paraded required to attend. They encouraged throughout the library in New Orleans' style everyone - from shelvers to the Dean - to funeral fashion; someone read an obituary make comments and suggestions. They had and gave a eulogy. By the time they finished nearly total participation and staff really took they had over 100 people tagging along. The ownership and pride in the system. Sara said funeral allowed staff to have fun and feel there is one thing to watch out for - this good about the arrival of the new system. method gives a forum to your harshest critics. The funeral took place in July and they You must be prepared to answer them in a "christened" the new system with much fan positive manner. fare in September of the same year. If they had it to do over, they would have videotaped When they came up on Millennium, they had the funeral (they did videotape the a little sign on every computer, flyers, christening). bookmarks, signs, buttons (which staff wore);
13 Mary Goolsby (Baylor University) went on to number searches, materials availability and talk about marketing the new system at status of items, rotated subject headings, Baylor. She spoke of the need to promote keyword and phrase searches, view patron resources and services - something public record, holds, and renewals. They stressed libraries have known all along, and academic that the OPAC was available 24 hours per day libraries need to embrace. There is a story to from home, office, dorm, or while on the tell and we must be proactive in telling it. PR road. It is important to prepare customers for events are a lot of work and they had a 15 change, and at the same time make the library person "launch committee" (see handout for visible in the community. They looked at assigned tasks). They had three goals in their customers based on age, neighborhoods, mind: generate public awareness of the etc. - kids did not need help but seniors did OPAC; garner media coverage; and foster (i.e., how to use a mouse). goodwill with other faculty and administration. They were sure to get the They were able to phase in features of the support of the University president. They new catalog. For 1-1/2 months the catalog chose the name of the school mascot for their had no name while they held a naming OPAC, BearCAT, and chose a nautical theme contest and scavenger hunt in the catalog. for the christening party. The University After two months they had a kick-off day President christened the bow of a ship (which with food, balloons, prizes, and magnets for the drama department had built and placed in the date-due receipts. They gave away the the entrance to the library). They sent out old cards from the catalog ("take home a printed invitations and press releases; the piece of library history!") and folks enjoyed local radio station helped out and they had picking out a favorite book's card. They local TV coverage for the event. Library staff announced the name of the catalog at this morale improved with the event planning and time with a formal ribbon cutting ceremony, the image of the library improved in the covered by the local TV station. After 4 community - the community was impressed months they had a total redesign of the web that library staff could have fun! page; and after 5 months, during National Library Week, they introduced hold requests Janice Painter (Princeton Public Library) and patron functions. talked of their experience in going from an old fashioned card catalog to an online Janice stressed that you want to make system with receipts instead of date-due decisions early about how you want to phase cards. In marketing the new system you need in the new system. Do external marketing to focus on what you want to feature - what and have a timeline in place. will be better - you must be very positive. ______They focused on searching and retrieval, Reported by: Kim Crowley, Fort Collins limiting by location, shelf browsing and call Public Library
14 D2, I9 Communicating With OPAC Patrons Through Design Language
Presenter: Jill Zimmerman, St. Philip's College
St. Philip's College is one of the colleges of the location or a certain feel, used with caution so Alamo Community College District. The ACC that it doesn't interfere with legibility of text) Libraries made the transition from a text-based and typography (typefaces, or fonts). Types of online public access catalog to a web-based fonts include: serif (easy to read, used for body one during March 1999. Three colleagues text), sans serif (used for body text, headlines, from different ACC campuses joined together or captions), display (tend to be less legible, to find out what makes a good web OPAC. used to capture a reader's attention or for Two sites that they looked at for information headlines), and script (less legible, used were Onion Patch at sparingly). It is best to use mixed cases, rather http://www.public.iastate.edu/~CYBERSTACKS/On than all capital letters. Lehigh Carbon ion.htm and John Kupersmith's site Community College's OPAC at http://www.jkup.net/other.html. They were http://ws200.lcc.edu illustrates some of these looking at how patron services could be points. enhanced now that the web OPAC has changed the catalog from an information Design principles dictate the way objects are locator to a web portal. placed on the page to give the effects you want. Layout (organization of the elements on This presentation covered design language and the screen) and unity (the objects on the page how it is used to communicate with patrons, working as a whole) focus the users' eyes on individual design elements and principles, what you wish them to see. Balance can be display guidelines, guidelines for writing symmetrical to present a peaceful feeling, or screens, and other issues involved in designing asymmetrical to create a more stimulating effective OPACs. page. High contrast colors or textures are more legible. Warm colors, reds and yellows, are Design language consists of design elements more stimulating, while cool colors, blues and plus design principles. The goal of using greens, are more relaxing. Austin Community design language is to create an interface, with College's OPAC at tools such as text, forms, buttons, boxes, http://alicat.austin.cc.tx.us/screens/OPACmenu.html labels, pictures, and menus, that allows the illustrates some of these points. user to feel in complete control of the program. If the page is cluttered with useless Navigation through the catalog is an important information, the patron will become frustrated. design consideration. In today's web-based The design must take into consideration the OPACs, users may leave and return to the different skill levels of the users, different catalog through links, so it is important to help browsers, computer hardware and software, users know where they are. The key is to and other factors that can present barriers. present consistent screens, placing navigation Keep in mind that some patrons will be using buttons in the same place on each screen. Keep the OPAC through a text only browser. in mind that users have certain expectations about navigating web pages. Avoid duplicating Design elements aid in communicating the the look of the web browser navigation point of the page to the user. Design elements buttons. Don't use objects that look like include lines and shapes (used to separate buttons if they are not navigational tools, and areas of text), texture (used to create a sense of 15 don't use underlined text that looks like a unified catalog (http://prospector.coalliance.org), hyperlink but is not. were presented as good examples of these principles. Display guidelines that will help increase the readability of your pages include using the It is difficult to consistently apply some of same inverted pyramid principles used in these ideas in designing a web OPAC. For newspapers (start with main concepts, and use example, it is almost impossible not to use hyperlinks to further information), using space jargon in a library catalog. A solution to this is between paragraphs or sections, using bold to supply a glossary, such as the one from fonts to capture attention to new sections, and Bogazici University Library, keeping lines to 40 to 60 characters. Avoid http://ceyhan.library.boun.edu.tr/glossary.html. jargon and abbreviations. Studies have found that users can't handle more than nine options Cataloging rules call for repeating information at a time. The Houston Community College within a record and require use of Library web site originally presented a long abbreviations and symbols. Labels and list of options, but in a redesign found at abbreviations may vary from one catalog to http://www.hccs.cc.tx.us/system/library/library.html, another. University of Nevada, Reno Library they grouped options under headings to explains a catalog record in a tutorial at increase the ability of the user to scan the http://www.library.unr.edu/~instruction/tutorial/fra page. mes/page4a.html. Make these glossaries and help screens readily available rather than When writing screens, keep in mind that expecting the patron to search for them. screens should be clear and consistent, and simpler is better. A key way to communicate In closing, several examples of innovation in with users is through well designed menu and using the web were shown. These included: message screens. Menus can be laid out Wittenberg University Library's Virtual vertically (found to be favored by users), Collections page horizontally (fine if menu is brief), or in a http://ezra.wittenberg.edu/screens/virtualcol.html pallet style (graphic representations and brief descriptions of the menu choices). Athabasca Wisconsin Lutheran College's map University Library at http://www.wlc.edu/campus/buildings/library_main_ floor.html http://aupac.lib.athabascau.ca/search/ uses a pallet style menu. Menu options should be displayed Willamette University Library's newsletter in a logical order. Users should understand http://dewey.willamette.edu/home/pub/mt/ what event will happen as a result of choosing Athabasca University Library's tutorial an option. http://www.athabascau.ca/library/help/aucat/page1. htm With our web OPACs, much of the display Bridgewater College Library's library research after a search has been performed is system- guides defined, but as much as possible, we should http://www.bridgewater.edu/departments/library/ne make sure that patrons get the information wguide/wholesubs.htm they need to effectively use the catalog. We Dallas County Community College District can provide a descriptive title for the main Library's FAQ for Distance Learners OPAC page to aid in patron bookmarking, http://ollie.dcccd.edu/library/FAQ.htm welcome screens that identify the library and ______give search options, helpful and positive error Reported by: Lisa Blankenship, University of messages, and clear and concise help screens. Northern Colorado The Colorado Alliance of Research Libraries at http://www.coalliance.org, and Prospector, their
16 E1, M1 Quality Control by Number
Presenters: Karl Fattig and Anna Flotten, Bowdoin College Library http://www.bowdoin.edu/~kfattig/qc/
The presenters posed and then addressed library needs to decide whether it will change several questions. The following are three past practices to conform to new standards, or questions from the session. allow different standards within the same catalog. The quantity and quality of training 1. What is quality in the catalog? can affect the quality of the work entered into 2. What affects quality? the catalog. And the amount of support 3. How have libraries traditionally tried to (financial, staff, equipment) can affect the improve quality and quantity quality of the catalog. standards? The presenters posit that authority control is What is quality in the catalog? the "cornerstone of catalog quality control." Close monitoring of the invalid headings Quoting Thomas Mann, the presenters listed report can help maintain high quality in several characteristics of quality in a library authority records. This is done at the time that catalog. Quality should promote predictability the record is downloaded into the system. and serendipity in retrieval, and should Bowdoin College downloads a full MARC promote access to the collection. This is record at the time the item is ordered. achieved by providing accurate bibliographic information that enhances access to the How have libraries traditionally tried to collection. Increasingly libraries must make improve quality and quantity standards? decisions about the quality of their catalog. They must decide what qualifies as an error. Some libraries turn to outsourcing to improve Will every typographical mistake be corrected quantity. Other libraries modify workflow to or only those that affect retrieval? They must decrease the number of times a record or item decide what standards will apply. Will is handled. Bowdoin has done the latter by cataloguers be allowed to create local subject creating a "OneStep Workflow that integrates headings, or will they only follow national the receipt and cataloging of most library standards? They must decide what is an materials into a single process." They receive, acceptable error rate. One study suggested catalog, barcode and create the item record at that libraries should be satisfied with a catalog one time. The records are then FTPd to OCLC that is ninety-seven percent accurate. for batch updating. Libraries must also decide whether they will double check all records, designate cataloging Another method of improving quality is to specialists based on format or topic, or invest establish a list of Innopac reports that help in quality control software. staff detect and correct problems. These lists may be used by themselves or in conjunction What affects quality? with the Create Statistical Report function. At Bowdoin, they run the following reports on a One factor affecting quality is automation. monthly basis to look for errors and Automation can improve quantity, but it can inconsistencies. Bowdoin's list includes: make mistakes more prevalent and more visible. Standards can also affect quality. A 17 1. No Cat. Date 13. Sort by/review/extract 245|a - Title Proper 2. No Received Date - Filing Indicator 4. Bibliographic location = Order 14. Statistical cross-tabulation (MAT TYPE 5. Blank FF and LOCATION) 6. Blank bcode2 15. Anomalies in cataloging statistics 7. Bcode2 = 1 (In their library this indicates an error) The presenters concluded with some 8. Sort by/review/extract Leader 17 - outsourcing tips. If work is outsourced be sure Encoding Level that the vendor follows established standards. 9. Sort by/review/extract Leader 07 - Ensure that the vendor documents all decisions Bibliographic Level and procedures. Doublecheck the first few 10. Sort by/review/extract Leader 24-27 - batches of records from the vendor. And Contents/Nature of work provide feedback on problems so that the 11. Sort by/review/extract Leader 18-21 - Ill vendor can correct their mistakes. 12. Sort by/review/extract 043 - Geographic ______Area Code Reported by: Ruth Helwig, Central Michigan University
18 E2 Managing Departmental Library Budgets with INNOPAC
Coordinator/Presenter: Mieko Yamaguchi, University of Wales Bangor http://www.bangor.ac.uk/is/iss053/INNOPAC/budget/
Yamaguchi's program was an attempt to Following the discussion of monitoring address a wide variety questions regarding expenditures and encumbrances through the managing financial functions in INNOPAC use of funds and subfunds, Yamaguchi turned that seem to come up frequently, and to to a description of serial records and a general address a perceived need for more programs discussion of funding for serials based on on the Ordering and Receiving module of encumbering or not encumbering money, or in INNOPAC. She cautioned that her description using the invoice data to determine projected of procedures was but one way to manage price increases. financial aspects of the system, and that, to a large extent, libraries can make their own rules If a library chooses to use status g in serial and procedures for dealing with these issues. order records, it must estimate a total cost of serials for the fund and must "lump encumber" Following a brief description of the Library at that amount. Status g orders will only the University of Wales Bangor, and its disencumber against a total fund allocation. relationship to the University's financial Yamaguchi cautioned that status g is most offices, Yamaguchi began her presentation by appropriately used for annual subscriptions reviewing the procedures for grouping and where one can realistically anticipate tracking funds for reports. At Bangor, funds expenses. Status f orders, on the other hand are grouped in a hierarchical order based on are most appropriate for continuations, the University's structure (University level, monographic series, and irregulars, but not for faculties, type of material). Alternately, a periodicals (if you want or need to track library might choose to use subfunds for expenditure details). At the University of tracking expenditures (in order to track Bangor, the library encumbers and encumbrances, however, a library would need disencumbers funds (using status c, d, or e); if to use individual funds tied to order types or a library chooses to use this method, it is other fixed fields); INNOPAC, however, can necessary to change status e (partial) orders to only handle seven subfunds for expenditures d at year-end, and status d to c each year, to (not encumbrances), unless a library groups change the status from paid, to encumbered. If for reporting AND uses subfunds. a library uses this method, checking orders that are still status c is useful, because it could Because of the financial circumstances at her indicate that something has gone wrong, if an institution, the library cannot plan ahead to order is still status c. provide precise allocations to funds. Therefore, some funds are used for The next portion of the presentation was a appropriating and some for expending, but the lesson in adjusting eprice in order records. In total free balance for the fund group, which order to use this feature, a library must have 2 reflects the total of encumbrances and years of payments listed in an order record; the expenditures, is ultimately available funds. A system will write new eprices to a file, and slide was shown for a specific department will replace the old amount with the new (history) as an example of the use of funds and eprice at the same time the status is changed subfunds, without allocations. from d to c. 19 In order to utilize this function, users first Yamaguchi also described the new feature create a list (based on whatever relevant which allows a library to put invoice information you need); the "Create Lists with information in item records, one use of which Special Options" screen provides a price might be to link spending with item use. This projection report option. INNOPAC will feature could also be helpful if a library wants calculate the price projected for the coming to archive old orders. year, based on the payments listed in the order records. For this reason, it does not work Finally, following a brief description of the particularly well for orders in which there was financial link with the University's main more than one payment in a given year (for accounting system, Yamaguchi made several example price adjustments and supplemental suggestions regarding the fiscal year rollover invoices), which Yamaguchi called a pity, and other financial functions: because, otherwise the feature really works well. One additional caution is that 1. Do not leave it until the end of the INNOPAC assumes that payments and copies year. are the same, so that if there are two payments, 2. Know when your institution actually INNOPAC thinks there are two copies. cuts checks and time the library's cycle to the institution's cycle. Users can retrieve the same information by 3. Post invoices and print financial using the "Statistical Reports" feature, but in reports before checks are cut, and fact the information retrieved in this way is compare them with the university fund potentially more accurate. In this feature, register. users are prompted to indicate what inflation 4. Print fund account reports and clear the rate (a calculated rate, or your own projected payment history file, and start over for rate) is desired to calculate the projected price, the next month. which eliminates the problem described ______earlier, that of multiple payments in one year Reported by: Jean Parker, Saint Louis throwing off the calculations made by the University INNOPAC.
20 E3 Starting a Regional Innovative Users Group
Presenters: Shirley Aronson, Maryland State Law Library Laura Bowen, Gettysburg College Margaret Guccione, Goucher College Judith Schneider, US General Accounting Office
The Mid-Atlantic Innovative Users Group was workshops? What kinds of topics are formed in June 1999. Originally conceived as an important to members? informal networking group among libraries in • Communication. What's the best vehicle for the MD, DC, PA area, it has grown to include communicating information among 45+ libraries, systems, and consortia in a seven- members? web site? newsletter? listserv? e- state area. In this session we'll share our first- mail? What combination would work best year experiences. for everyone?
Planning the first meeting Making decisions Keep the organizational meeting to a small Our method was to have participants separate steering group. Administrative encouragement is into small groups for discussion. Each group vital to the success of the organization. Enlist appointed a spokesperson who reported to the the support of Directors. Since it's important to group. The suggestions were tallied and have a critical number together at the first decisions made by majority vote. meeting, make it easy and worthwhile for people to attend. Invite known doers, and be sure to Going forward have representation from different types of Before the meeting is adjourned it will be libraries. Include everyone in the immediate important to solicit a planning committee and area. Provide refreshments and plan some kind volunteers to begin the work. We had decided of program so that attendees can justify their on an annual meeting to be held in the Fall. It time and expense. Send out maps, information, was already June, and the lack of time was not and reminders before the meeting. ideal. Consider organizing at least six months ahead of any planned event. Running the first meeting Have the questions ready for which you need Documenting answers and be prepared to accept the consensus Keep dated records of everything you've done. of the group. Determine the level of interest and Some of the organizational structure depends on willingness of people to help. Some questions what you want to do. For example, if you've we asked: decided on a formal meeting, you need a • Structure. What kind of structure should the planning committee; if you want a newsletter, organization have? a slate of officers? a you need an editor; if you want phone contacts, planning committee? Should there be dues or you need someone to establish and maintain a fees? Should meetings include the whole list. A basic core group will most likely consist membership or be subdivided by special of committee chairs or coordinators for general interest groups? planning, meetings, membership, and treasury. • Meetings. Shall there be an annual meeting? The MAIUG officers, all volunteers, agreed to semiannual meetings? special interest serve for the initial year and the following year meetings? no meetings, but rather informal as well, in order to provide some stability networking? through the formative period, and to allow time • Program. Do we want programs with to recruit a new slate of officers. speakers? Innovative sales representatives? panel discussions? standing sessions? 21 Planning a major meeting • How many names on card? We learned that it is difficult to estimate • How many signatures needed on checks? attendance--we expected 50-60 attendees, and • Whose? were swamped with 140+ registrations, plus B. Start calling banks and savings and loan walk-ins. Some important factors: associations to find one that will open an • Program. Ideally, programs should be account with a minimum balance of less than planned according to the suggestions of $100.00 and still be able to get interest. member libraries. Solicitation of presenters C. Get Federal Employer Identification number is the work of the program committee. It is (EIN)from the IRS which you will need to important to assign someone to be a source open the account. contact for each presenter to confirm • Need to fill out form SS-4 Application schedules, check on equipment needs, and for Employer Identification Number and generally prevent any disastrous surprises or fax or call in information (handout) conflicts on the day of the meeting. D. Need coordination between Membership • Site accessibility. Proximity to convenient chair and Treasurer. public transportation or good highways will • Checks for dues come to membership ensure better attendance. then must be forwarded to treasurer for • Space planning. Be sure the space allows for deposit. They should also be in touch adequate and comfortable seating during periodically to be sure that their records sessions, and that people are able to see and agree. hear well. Be prepared to accommodate special needs, such as first aid, and provision Try to get as much of this done prior to the first of needed equipment for sight or hearing- paid meeting of the new group. When checks impaired persons, or those with other for a workshop are made payable to an physical disabilities. individual rather than a group - you do lose • Too much information is better than not credibility. We did have a very successful enough. Remember to send reminders, conference - but would have looked more maps, and other information to registrants professional, organized and successful had we well in advance of the meeting. had our financial structure in place. • Provide plenty of information in conference packets. Arrange packets in alphabetical LISTSERV order, with a name tag for each, and be sure MAIUG was fortunate to have a member, Laura to assemble these in advance of the meeting Bowen and home institution, Gettysburg day. Contents might include program College, willing to host a listserv for the group. handouts, a list of attendees and institutions, Laura discussed the technical challenges of Innovative-provided brochures, and a pencil working with IR staff at Gettysburg to set up the and note pad. listserv, the differences in capabilities and • Food is last but definitely not least. If meals limitations of various list software (handout), the are provided on-site, they should be quickly learning curve associated with setting up policies served and of good quality, and should allow and protocols, and how she resolved some of the for individual dietary needs. Include early glitches. morning coffee and break refreshments. If ______participants are to find meals on their own, Reported by: Margaret Guccione, Goucher provide a list of nearby restaurants. College
Financial Aspects A. Define the organizational structure • Need Officers for signature card at bank.
22 E9 Development of a Custom Course Guide with WebPAC Links and Electronic Reserves
Presenter: Mary A. Doyle, Eastern Connecticut State University
This three-year project at Eastern Connecticut • Information about resources, for example State University applies the functionality of CD-ROM databases that are not directly the online catalog in an innovative way to accessible through HTML links. provide easy access to a wide range of • Links to web based resources such as resources. The catalog is used to integrate search engines and databases. collections in order to create customized web- • Links to library services including online based retrieval tools to meet the ever- forms and new titles lists. increasing expectations of users. Using the Innovative System, Custom Course Guides Example: History 400 Seminar Course - New have been developed by creating HTML England Colonial History URL: (hypertext markup language) links to the web- based catalog in order to highlight print http://www.ecsu.ctstateu.edu/library/doc_400.htm resources, and by the development of a modified Electronic Reserves module using Examination of this guide shows links to the the existing Reserve Room feature of course Syllabus, sample Keyword searches in INNOPAC. CONSULS - Public Access Catalog, Electronic Indexes recommended for this The integrated subject guides created as part of course, Print Research Tools such as journals this project can be described as HTML coded and bibliographies, scanned images of pages that highlight resources in the Library's supplemental reading materials as Electronic collection. The pages are based on the Reserves, Suggested WWW Sites, links to academic model of course resource guides that bibliographic records for Required Course have been used to support curricula. The Books, and a WWW Search Directory which model can also serve public libraries in the lists selected search engines. form of readers' guides or pathfinders. This integration of print and electronic The basic elements of the integrated subject resources offers users one place to look for the guide are: information they need. This information can be accessed from anywhere on the Internet. • The use of HTML links to searches in the The integrated course guide expands the range online catalogue. The links point to a of resources available to students and can be specific bibliographic record or records of used as a teaching tool in library orientation particular relevance to the subject guide. classes. It points the user to well researched, • A secure directory for information that you relevant resources. It gives the library the want to limit access to because of the chance to open up access to a range of sensitive nature of the material, copyright resources in creative ways, while adapting to considerations or its unpublished nature. the changing needs and expectations of its • An electronic reserve component that users. supports supplemental reading for the ______course. Reported by: Kathy Dutchak, British Columbia Institute of Technology
23 F1, N1 Macros for Beginners
Presenter: Patrick Armatis, University of Michigan-Dearborn http://libraryweb.umd.umich.edu/iug
Patrick Armatis gave detailed instructions on keyboard assignments. Click ‘Create’ and how to create macros using OCLC's Passport using Patrick's example, type "III macros". software, which will execute in an Innovative The ‘Export/Transfer’ setting is not applicable character-based system. A macro is a single so click close and name your session, for executable command consisting of a series of example, "III connection". other commands and actions. The software for connecting to OCLC is called PASSPORT. To open this session to INNOPAC: click PASSPORT is a telnet client that allows ‘Open’ under ‘Session’ and double click on connectivity. This presentation was neatly the desired connection. divided into six parts of specific commands to create the desired macros: 2. CREATING MACROS: From ‘Tools’, select ‘Macro’. Here you will create a macro 1. CONNECTING TO INNOPAC: On the book to store the INNOPAC macros you OCLC menu bar, select ‘Session’, then select create. This is similar to file folders in ‘Create’. Choose ‘no’ when prompted to use Windows. The example Patrick used was to the OCLC ‘SessionGuide’. A box with tabs create a macro for INNOPAC Circulation across the top appears with the first tab, Statistics, so he named his MacroBook ‘Terminal,’ displaying. Set the ‘Terminal "CIRC". In the Macro Names box, he typed type’ to the desired emulation. This is usually "all_circ_stats" (spaces are not allowed and it VT100 (if you are unsure of your emulation, can be no more than 27 characters long.) Then check with your library or campus computer click on the ‘Record’ button and choose yes to office). Set the ‘History Rows’ to 0. Click ‘record text received from host’. Then you OK. (Everything else in the ‘Terminal’ tab will enter a description of the macro you are stays as it is.) about to create. Patrick typed "Start from Circ Stats Menu - prints all circ stats to printer" Click on the ‘Communications’ tab. To create (here spaces are allowed and there is no a link to your INNOPAC you want to choose character limit.) Click OK. either TCP/IP for an Internet network connection, or Asynchronous for a direct, A macro tool bar will appear with two buttons: hardwired connection. If you have an a red ‘Stop’ button which terminates the Asynchronous connection you will need to record function, and a ‘Pause’ button, which know your parity, baud rate, etc. temporarily suspends recording. Begin typing the keystrokes necessary to perform the task You don't need to change anything in the next (A, Y, P, N, P…) Click the stop button when tab, which is ‘Macros’ since the default you are finished. settings work. Click on the ‘Display’ tab. You can change the screen colors if you wish. 3. RUNNING THE MACROS: Connect to Select the ‘size to fit window’ and the ‘block INNOPAC via PASSPORT. (Select 'Session', cursor’ options. 'Open'). Using Patrick's example: click on "III Connection", proceed to the appropriate start Click on the ‘Keymaps’ tab. Here you will screen, "INNOPAC Circulation Statistics". create a file to store your INNOPAC session From 'Tools', select 'Macro'. From 24 Macrobooks, select "CIRC", from Macro List 6. TIPS ON USING PASSPORT WITH select "all circ stats". Now click the ‘Run’ INNOPAC: Use macro books to organize button in the box. your macros by department, library, person, etc. Make sure the correct macro book is 4. ASSIGNING MACROS TO FUNCTION selected when creating macros. Do a dry run KEYS: From 'Tools', select 'Customize'. The before creating a macro to find possible first tab that displays is labeled 'Keyboard'. problems like initials and passwords and non- Select the keymap for the INNOPAC session. static values. Decide where your macro will In Patrick's example: "III Macros". From the start such as the main menu, the circ menu, Macros box, select, "CIRC!all_circ_stats". A etc. Be careful when including passwords in description of the current key assignment will your macros since they are not encrypted and display. In Patrick's example this was "alt H". this could disable your login security. Beware In the 'New Shortcut Key' box enter whatever that some keyboard shortcuts are hard coded keystroke you want to assign but be careful not into the software such as Control-V. Use the to assign already used OCLC macros like F11 handy 'Organizer' in PASSPORT to copy and or those standard in Windows like ‘alt B’ for transfer your macros between macro books. bold. You will get a warning if the keystroke PASSPORT has 'Help' available on the you assign is already being used. Click the toolbar, which includes step-by-step 'assign' button. instructions for creating macros. It explains much of the macro programming gibberish and 5. EDITING OR DELETING MACROS: has a "How do I" section. From 'Tools', select 'Macro'. Select the ______appropriate macrobook [CIRC] and the macro Reported by: Georgia Briscoe, University of from the list [all circ stats]. Check the 'Edit' Colorado button. Make the changes you want to the commands. Click the 'checkmark' button (8th from the left in the 2nd tier of buttons) to verify and save your changes. This will let you know of any errors by making them appear in red. Close the macro editor window to finish.
25 F6, M4 Web Management Reports
Presenters: Donna Bacon, Springfield-Greene County Library Sandy Westall, Innovative Interfaces
Web management reports were introduced at files. The left hand frame contains the menu Springfield-Greene County Library two years choices: Searching, Circulation, Collection, ago. At the time the reports delivered statistics Acquisitions and INN-Reach. Course reserves for an entire system but did not permit the user will be added later. Searching includes to gather statistics by location or groups of reports on the number of patron searches by locations. This was not useful in a multi- search key, by terminals or logins used and a branch system. Release 2000 resolved this report on actual searches made. This latter can problem and, with a few changes be sorted by popularity and can be used as a recommended at the end of this report, is collection management tool. Web Access working well. Management reports accumulate statistics on patron home use of online databases. The Web management reports allow the ability to statistics cumulate indefinitely and are not view, download and print INNOPAC statistics segregated by months. It is important that the using a web browser. Windows 95, 98 or NT library separately passwords the viewing and users will need Internet Explorer 4.0 or later, deletion of this file as all statistics can be lost Netscape Navigator 3.01 or later. MAC users if a staff member accidentally deletes the file. will need OS 7.1 or later. The program will not work with older PCs. All circulation statistics are available in the web reports. They can be sorted in a variety of Springfield-Greene County Library chose to ways. Among the reports are circulations by add web management reports as they provided location, by terminal or login, the number of better displays with pie charts and graphs, and filled holds, renewals and patron that have improved navigation and downloading items reports. Multi-branch libraries have procedures. It offers greater flexibility in reports on the activities of home library and limiting reports by such fields as pcode, icode non-owned items and the percentage of each. and ptype. Circulation cross-tab reports compares two fields chosen by the user to create a statistical Collection development, web access table. For example a table can be created management, course reserve and INN-Reach comparing circulation of all ptypes on a statistics are only available in the web product. system by locations. All searches that are presently available on the character based system are available through There are several reports unique to the Web the web interface and all may now be limited Management Reports. The age of collection by terminal groups, as defined in the locations report matches the age of the collection against served table. a scat table. Locations and scat tables may be chosen from a drop down menu and the system The web reports appear on a page divided into will calculate the report based on the library four frames. The Millennium logo is located defined parameters. The collection at the upper right hand side on all screens. management report compares the size of the The logo returns you to the main menu with a collection, the circulation activity, the cost of single click. The top frame is the tool bar. the material and calculates a cost per From here the user can graph or download the 26 circulation. Reports take a really long time to Question and Answer Session recalculate. It is best to run them overnight. Question: Which field does the system use for Fund accounting reports use hyperlinks to the publication date. zoom in on the reports on specific funds. Answer: 260 field subfield c. Similarly hyperlinks permit navigation through vendor statistics to the individual invoice Question: In the reports does the number of number. checkouts include renewals. Answer: Not sure, but probably not. INN-Reach fulfillment reports count the activity between different library systems. A Question: Which call number field does the spreadsheet presents activities matching the scat table use when calculating the age of activities at the borrowing library and the collection report? owning library. Course reserve reports are Answer: It will look for an item call number, if coming soon. that is not present, it will look for the bibliographic call number. Donna Bacon made several enhancement suggestions: Question: Can there be more than one scat • Create Age of Collection reports and table? Collection Development reports by Review Answer: Yes. Sandy recommended that file libraries should be careful when modifying • Create monthly files for the Web Access scat tables as results will be skewed. Reports Question: What is the "Not in table" line in the Recommendations from the audience: scat table? • Add statistics by Gateway Answer: The system counts everything • Add statistics for the ILL module represented in the scat table. Everything not • Prepare activity reports weekly and bi- represented appears in the "Not in table" line. weekly as required by some state reports ______(this is currently not possible). Reported by: Maureen Hattasch, Greenwich Public Library
27 F7 Creating An Electronic Course Reserve System Using Innovative Course Reserves and Patron API
Presenter: Bruce Jeppesen, Cleveland State University http://html.ulib.csuohio.edu/IUG2000
I. What is Patron API? D. Successful authentication sends user to A. It is a utility available to purchase secured service. from Innovative. B. API stands for Application IV. Patron API Setup and Security. Programming Interface. A. Limit network access. C. This interface allows queries of the B. Block access for all. Innovative patron database in order to C. Enable access for specific IP addresses. provide real-time authentication of D. Enable ranges of IP addresses if users for a service or application. desired. 1. You choose the number you wish E. Use the default of 0 for the Service to query but it can only be one level. number (social security numbers, barcode number, etc.) V. Testing the Patron API. 2. Users are screened based on A. Setup network access for a test personal data available in the computer. library's patron record. B. Use a Web browser to manually query 3. Users can be screened based on the API. library data. C. Throw wrong information into the test to see what happens (very important). II. Possible Uses of the Patron API. D. If the test is successful, you will A. Electronic Course Reserves. receive entire patron record in HTML B. Restricting access to specific areas of a format. Web site. C. Electronic signup in computer labs. VI. Cleveland State University Library's D. Login to proxy server for remote Electronic Course Reserves Project: Old to access. New E. Screening users before they submit A. Hardware - PC, HP Scanner, and online forms. Adobe Capture Software. F. Student Employment forms. 1. Authentication was based on students logging into a University- III. How Does the Patron API Work? based server and then finding the A. It queries the patron database via a link to the library. URL with an embedded patron ID 2. Security script looked for a referral number. from a specific, secured Web page B. A successful hit will return a full before allowing access to the patron record in HTML. Electronic Course Reserve database C. A library-written CGI script will parse search page. the patron record and check for pre- 3. Course information was in an determined criteria. Access database.
28 4. PDF files were on a NT Web 3. Direct Access from Faculty Pages. Server. a. 856 URL directs users to an 5. OhioLINK purchased the Patron authentication script that uses API software from Innovative to Patron API to check name and allow remote access to databases. ID. b. Faculty can use that same URL B. Limitations of Original Electronic on their page to direct students Course Reserve System. to their items on reserve. 1. Maintenance of Access database Professor's URL is same with was time-consuming. the exception of the file name. 2. Electronic Course Reserves and c. Faculty can choose to connect Print Reserves were on two to Innovative course page rather different systems. than directly to the PDF file. 3. When faculty wanted to directly connect to their electronic course 4. Using two scripts for validation. reserves and the security would not a. IP Checks - if patron is on let them, they would create their campus, then goes directly to own Web pages. next step. If patron is not on 4. Equipment became unable to campus, then script goes to handle the increasing volume. Patron API. b. Do not have to reconfigure C. Improving the Electronic Course browser to do IP checking and Reserve System. Patron API. 1. Database Maintenance used to c. For each document viewed, the integrate the electronic records with steps have to be repeated. the print records and eliminate the 1. Investigating the concept of Access database program. cookies. a. Created MARC records with an 2. Investigating Easy Proxy 856 URL linking to a PDF file. software. b. Suppressed records from the online catalog to prevent 5. Upgrading Hardware and Software. searching by author or title. a. Set up new Linux server with c. Used Net-term telnet client with three 10-GB hard drives and Macro buttons to make URL Apache software. entry easier and more b. Updated and added scanning consistent. PCs. d. Took advantage of the c. Continued to use Adobe Capture inactivate feature in the software. Innovative Course Reserve d. Added higher speed scanners module to keep track of the with ISIS drivers. items. 6. Assessing the New Electronic 2. Consolidation of Reserve Systems. Reserve System. a. Print and electronic reserve a. Efficient and fairly inexpensive items appear in one place. to set up. b. One faculty or course search b. Turnaround time has decreased. leads to all reserve materials for Same-day service for scanning that course. and putting items up on course reserve. 29 c. Print and electronic items are 8. Other Uses of Patron API. together. a. EZ Proxy d. Staff was already familiar with a1. Product from Useful Innovative course reserve Utilities. module, so the system is a2. URL-rewriting software manageable. that acts as a proxy between e. Statistics on "hits" of the course off-campus users and reserve web sites are easily commercial databases. obtained from the Web server b. CybraryN log. b1. Product from Computers By Design. 7. Ongoing Issues. b2. Security software for public a. Copyright debate continues. PCs and labs. b. Managing Electronic b3. Serves as an electronic documents could be more scheduler for public PCs convenient. and labs. c. Setting a cookie at the first ______authentication would allow Reported by: Kelly Sikora, Kent State patrons to only type their University information once.
30 F8, N7 Designing a Better WebPAC Interface (Title from handout/presentation) Designing an Efficient WebPAC Interface (Title from Program)
Presenter: Kevin F. Cullen, Colorado State University Libraries
The PowerPoint presentation and bibliography of useful literature is available at http://lib.colostate.edu/~kcullen/iug/ SAGE (Colorado State University Libraries WebPAC) http://manta.library.colostate.edu/sage/
Highlights of the presentation that are not groups were then organized to add to the apparent from the PowerPoint slides are overall look of the page. For example, Journal included in the following description. Title was used more than Title, but it was placed under Title in the grouping for aesthetic Colorado State University's new WebPAC was purposes. Mouseovers were utilized to clarify redesigned based on information gathered the indexes offered as in the case of the from INNOPAC statistics of searches Journal Title index which provides the attempted by patrons, and input from reference additional information that the search will and instructional support staff. In addition, determine if the library has the journal title, research was conducted to aid in the selection not that it will search the journal for articles on of appropriate graphics, page layout and other the topic. All screens are similar to the first factors to increase the usability of the page. screen so that load time is decreased because the same graphics are utilized throughout the What are the Problems with the Existing WebPAC. Page? In analyzing SAGE (the Colorado State Screen Navigation (curing a pet peeve) University WebPAC) in the summer of 1999, The old system didn't provide navigational the presenter provided useful information for markers to aid patrons in changing search other Innovative sites to use in assessing the indexes without returning to the main menu. effectiveness of their own WebPAC pages. The new layout provides an easy to click and Issues to consider include organization of go option. search indexes (put the most used near the top); and layout of page (too much text, Graphic Text headlines that don't stand out, using separate To make the graphics for the search indexes tables for each item is confusing, no apparent and the mouseovers, a program which utilizes order to the search index selections available). vector graphics (CorelDRAW) was utilized. This provides assurance that the text will Goals for the New Layout appear the same in all browsers. The created It's important to look at what you want the new graphics are exported into raster (another term pages to accomplish before you design them. for bitmap) GIF format. Reducing the color It is also important to make sure the patron palette from 256 to 96 will further reduce the always knows where they are by branding the size (and reduce load time) of the graphics. pages with the library name and/or logo. Use simple colors with bright contrast between the text and the background. You can utilize a The Layout one pixel transparent gif, with a HEIGHT=12 The search indexes offered were grouped pixels, to provide consistent space between the together based on the use statistics. The graphics. 31 JavaScript Remember: The staff at Colorado State Utilize JavaScript to make this all work University did not invent any of these together. Some examples are provided in the techniques. They did a lot of research on what PowerPoint presentation. The note referring to was available, what their user needed and "use JavaScript to write itself" refers to recent pulled together the existing technology to meet information the presenter was aware of but their patron needs. hadn't had the opportunity to investigate. ______Additional information may be available at the Reported by: Barbara C. Doll, Saint Francis site at a later date. College
32 F10, P10 Enhancements
Presenters: Kathy Johnson, California Institute of Technology Betsy Graham, Innovative Interfaces
Electronic enhancement forms are available at: http://library.caltech.edu/iug-enhancements/ Submitted enhancement requests are limited by password, which may be obtained from any member of the Steering Committee.
Currently, there are 18 categories for requests, Functional experts are in place for the next with recognized Functional Experts assigned series of enhancement submissions and voting. to each one. The tentative deadline date for These experts have lots of experience with submissions is October 1, 2000, with the their module and are responsible for checking results to be posted after Christmas. each request to see if the function is already possible. These experts have asked that when As in the past, Innovative looks at the an enhancement request is submitted that it enhancements as they are submitted. contain as much specific information as Innovative's Betsy Graham, Doug Randall, and possible. Providing detailed information Leslie Straus review the enhancements. They makes their job of understanding your request in turn, select those that will take easier and will eliminate lots of phone calls approximately 3 – 5 months to write, test, and back and forth. Today, there is one recognized release. functional expert with Millennium; however, there is none for either the Web Access According to Betsy Graham, input to Management module or a Consortia expert. enhancements are taken from: • Submitted enhancement requests Rich Aldred has replaced Kathy Johnson as • [email protected] the enhancement submission manager. • Calls into the Helpdesk, where they have ______been queued into functional modules Reported by: Joanne Wessels, Sanibel Public • Innovative’s Product Management Library, Sanibel, Florida Department • Innovative’s Sales staff • Helpdesk workers themselves • Implementation Services staff/trainers • Custom development • Beta sites
After the entire release is tested it is ready for Beta site testing. Innovative wants to do multiple releases each year, so having multiple enhancement voting is a possibility. Character-based enhancements are still planned for up to, and including, Release 2002.
33 G2: Load This! Loading YBP Approval, GOBI Selection, and PromptCat Records into INNOPAC
Presenters: Susan DiRenzo, University of Akron Lynne Branch Brown, Innovative Interfaces http://www.uakron.edu/library/ulsys/presentations/iug2000/
The University of Akron consists of the Law Akron uses this loader to download Library, Wayne College Library and the GOBISelect records. University Libraries. Only the University • With invoice: To load full or brief Libraries use Yankee Book Peddler. The bibliographic, item, order and/or authority University was one of the first schools in Ohio records with invoice information. U. to use GOBISelect, and decided to do so to Akron uses this loader to download maintain control over selection and PromptCat and approval records. acquisitions. University selectors go into GOBISelect and select titles for the library to Procedures order, then process the selected titles into a Loading YBP Approval Records: batch file. Right now only firm orders are Acquisitions downloads these brief bib and being outsourced. When the approval plan order records weekly, along with invoice profile is refined to reduce the return rate to an information. They have set up default records acceptable level they will consider for this download to fill in fields with standard outsourcing firm orders as well. codes. Downloaded records are processed using the MARC Enhanced Approval Plan Timeline loader. They do screen captures for • Dec. 1998-April 1999: Approval plan and 'processing file' screens. outsourcing profiles were completed, and implementation planning begun by Loading GOBISelect records holding regular departmental meetings. After selectors select titles, the Systems Dept. • April-May 1999: The INNOPAC downloads the GOBI export file into their Extended Approval Plan Interface was set INNOPAC, creating brief bib and order up. records with an order status of '1'. Cataloging • May-June 1999: GOBI interface and reviews a list of records and makes corrections GOBISelect was installed and tested, and of non-duplicate records where necessary. workflow was developed. The list of true duplicates is sent to Susan, • July 1999: Selectors, cataloging and who passes it on to acquisitions. They handle acquisitions staff were trained to use the duplicates and also notify the selector that the workflow. Right after training, the new title is in the library. Susan saves the statistics procedures were implemented. Testing file for GOBISelect record downloads. took place for YBP approval and PromptCat loading. Loading PromptCat records • August 1999: The new procedures were These records are downloaded weekly, fully implemented. checking for duplicates, overlaying brief records and downloading invoice information. Innovative Loaders Susan notifies cataloging and acquisitions that • Without invoice: To load full or brief the download has been done. bibliographic, item, order and/or authority records, but not invoice information. U.
34 Problems • Use PromptCat reports to verify • Took longer than anticipated to set up and downloading information. implement new procedures. They • Maintain a log of approval plan record originally used a single load table but this downloads with the date; number of caused problems so now they use two. records downloaded and invoice numbers. • They originally used the duplicate checking option of title key, but this Q&A session brought up too many possible duplicates. Q: At U. Akron, who does what? Title/ISBN brought up too few, so they A: Systems does the downloading and makes finally tried the full title option and it sure other departments are notified. works to their satisfaction. Q: What overlay point do you use? Advantages A: INNOPAC order record number. • Process strengthened relationship between systems, cataloging, acquisitions, and Q: How long are approval plan records for collection management departments. returned titles left in the INNOPAC before • Experience will help with future they are removed? downloading projects. A: 1 fiscal year, but the records are • Cataloging workflow is streamlined and suppressed. cataloging staff freed to work on other cataloging projects. Q: How is authority control affected by the • Materials are cataloged and processed downloading of brief records? more quickly. A: Not adversely affected because brief records are in all capital letters. Resources, suggestions for libraries planning to do this: Q: (to Lynne Branch Brown): Is a new load • Innovative pamphlet: Loading Records table required for each vendor? from Book Vendors, available by calling A: If the same data is being stored in the the help desk and requesting it. same way, then the existing load table can • Yankee Book Peddler Technical Services be used. If not, a new load table is Profile. This is also on the YBP Web site. needed. • Know your local Innovative MARC load tables. Q: What about the Innovative training now available to edit and create load tables. • Learn and understand YBP and Innovative tagging specifications. A: Innovative offers this training for libraries that plan to do download from a lot of • Know your vendor contacts at YBP, Innovative and OCLC PromptCat. different vendors with different kinds of data. Knowledge of UNIX is a • Consider the GobiSmart option to minimize the incorrect information that prerequisite for this training. selectors can add to selected title records. Q: (to Susan DiRenzo): How does the weekly • Document the entire implementation record download correspond with when process, making copies of default records, the books actually arrive? load tables and all e-mails from vendors. A: Usually the records are downloaded about • Allow lots of time for planning and a week ahead of delivery; for approval implementation. plan books it is usually 2 weeks ahead. • Obtain PromptCat shelf list cards so ______cataloging dept. can do authority Reported by: Patricia Tully, Gettysburg checking, inventory and other pre- College cataloging.
35 G3 Millennium Circulation Forum
Presenters: Kriss Ostrom, Michigan State University Linda Ray Cobbs, Baylor University Penelope Myers, Temple University Greg Ferguson, University of California San Diego Sheila Randel, Ursuline College Keven Riggle, Marquette University Amy Apel Bohman, Innovative Interfaces
This was a question and answer forum. All easily. Full time and long term staff of the presenters were currently using members seemed to resist the non-character Millennium Circulation in the 2000 A or B based system. Some libraries found the use release with one presenter running Release 3 of the Function Keys were very helpful. of MilCirc. One presenter said that 2-3 hours of training with MilCirc was enough at his main library 1--Do we want to upgrade from Release 12 but branch libraries still wanted more in MilCirc to Release 2000 A or B or wait training. The general consensus was that for a later stage? many staffers are afraid of making mistakes Since Release 2000 B has more functions, and just need to get in there and do it. All the panel felt it was better to upgrade now. new staff are trained on MilCirc and only The phase 2 release of MilCirc contains receive character training for functions not Course Reserves, I Use Scans, Clear the available any other way. Most institutions Holdshelf, View Holds, and Delete Patron were beginning to revamp their procedure Records. manuals for MilCirc. Everyone emphasized the importance of staff reading the screens. 2--How slow is Phase 2? One thing that came of the discussion is that Panel members noted that while Phase 2 staff must understand basic circulation could be slow it was faster than Release 12. functions in greater detail than they did in Release 2000 A is faster and doesn't freeze the character system. up and lock down. In addition the ability to delete Patron Records is in Release 2000 A. 4--Staff don't like the amount of passwording required by MilCirc. 3--[This question occupied a great deal of Release 2001 will greatly cut back on the discussion time from both presenters and the use of initials and passwords. audience.] What kind of staff resistance was experienced going from a text or character 5--Cancel Holds still has problems. based system to the window/web system in Innovative is working on the issue. MilCirc? A wide range of experiences was noted. In 6--Why are the icons changing from one many cases, the main library used MilCirc version to another and why do they change and experienced few or no training problems position on the screen? but branches often chose to remain with the Innovative changed position of various icons character based system. Students, many of in response to requests. Release 2001 (due whom are used to web interfaces don't seem sometime in the fall) will have an entirely to require any extra training and adapted new set of icons that have been designed by
36 a graphic firm. This release will allow Libraries should contact CS Direct. One libraries to customize their screens more to short term fix is to click on the Check Out reflect the way that library functions. tab and then return to Check In.
7--Is there going to be a tutorial on CS 10--What is the preferred operating system Direct for MilCirc? with MilCirc? Innovative is thinking about it. Windows NT is the preferred system.
8--What is the minimum about of RAM 11--Kriss Ostrom at Michigan State Univ. is required for MilCirc? in the process of setting up a listserv for The very minimum amount is 64 MB but the MilCirc issues. If you are interested in this system is faster and more stable with 128 listserv contact Kriss at [email protected]. Be MB. The panel recommended everyone go sure to give your name, e-mail address, to 128 MB as soon as possible. institution, and your title in the message. ______9--In Check In the cursor gets lost. Reported by: Barbara Jamieson, Medical The problem is intermittent and hard to College of Wisconsin Libraries predict and is more frequent in 2000 B. Innovative was unaware of the problem.
37 G4 Content Analysis of Interlibrary Loan Archived Data
Presenter: Maria de Jesus Ayala-Schueneman, Texas A&M University
This was an experiment using a technique to which SWIFT lists as neither keywords, nor identify characteristics within texts. This junk. One could add these terms to either could be used on other kinds of data and has the keyword or junk lists and rerun the been used successfully on books, political analysis. The resulting output of running the speeches, cartoons, etc. SWIFT program are listings of the number of hits per keyword, the total hits per Dr. Ayala-Schueneman used a freeware category or subcategory, and the percentages program, SWIFT (Structured Word of categories. Identification and Frequency Totals), to analyze data from the ILL filled file of the This analysis of ILL content can provide a Texas A&M-Kingsville library. SWIFT is a way to quantify which departments and DOS-based program which is good for which topics are creating the most ILL analyzing short pieces of text data; it is activity. SWIFT could also be used with available from other Innopac text files. SWIFT can use http://www.ucs.ull.edu/~rbh8900/swift.htm multiple schemas and can be configured individually by each library. The process used was to download SWIFT, then to save a file of ILL filled records. The problems encountered were that the ILL These records were exported to a local text is truncated; this is especially a problem computer using FTS. The information from with article titles. The patron information the file included the record number, the must be altered or deleted and this can be requested and filled dates, the truncated title time consuming. The schema can be (which at 30 characters doesn't contain difficult to construct. SWIFT is limited in enough information) and the requestor's its ability to handle large files - sometimes name. A word processing program was more bone words were created than SWIFT used to find/replace data to a form which could output (there is a limit of 1200 words). could be used by SWIFT. Patron names There are also limits on the number of were replaced with patron type and categories and subcategories. department, and date fields were replaced with quarterly values. Content analysis tools such as SWIFT give us the opportunity to examine the data we The schema for evaluating the data is then have on our servers. Future work might be created. This would include 'junk' words, to create multiple schemas and to develop a categories and subcategories, keywords and more reliable and valid vocabulary. phrases, and 'bone' words. Junk words are Libraries might try using this as a collection those which will not be used in the schema. development tool. Categories and subcategories provide the ______intellectual structure; in this experiment they Reported by: Barbara Weir, Swarthmore were based on the academic departments at College Texas A & M-Kingsville. Keywords and phrases are added. 'Bone' words are those
38 G5, J5 The Well-Tended System: Linda and Howard Hum a Few Bars
Presenters: Linda Bills, Tri-College Consortium Howard Pasternack, Brown University
Howard and Linda shared information about allow the system to be rebooted by library the maintenance needed to keep Innopac staff from a remote keyboard. systems running smoothly. They also took suggestions from the audience. Steve Bade, Upgrades: Whenever a new release is Innovative Customer Service Team Leader, installed, check all authorizations and provided further information. What follows passwords to make sure all the consists of suggestions and comments from authorizations are still correct. the audience. This supplements the detailed handouts in our notebooks as supplied by Create Lists and Review Files: Create lists the presenters. can be a gold mine of things entered wrong. Create a list and sort on a selected field. At Reboots: Frequency of regular reboots the beginning and end of that list will be the among audience members ranged from records with information entered incorrectly monthly, to weekly, to “as often as you in the selected field. like.” A concern was that calls to Innovative did not generate consistent If you find a record that has a field that information on the order of shutdown. Per looks weird, do a create list to try and find Steve Bade, the correct shutdown procedure similar records in the rest of the database. is: Mistakes are usually made more than once. CPU If they can be found, they can be fixed en Disk Cabinet masse through rapid update. Disk Drive Restart them in the opposite order. The Consider passwording some of the more CPU always wants to see peripherals, so it critical review files. For example, a goes off first and on last. password for Featured Lists would keep the list safe from tampering, to make sure it EXCEPTION: If there is a LAN box, it goes doesn’t appear in the OPAC as something off first. Innovative was asked to post this other than intended. on the CSDirect Web Site. Passwords: Steve Bade asked libraries to Shutdowns: In any environment that allows make sure they are not allowing logins and for remote access, there is no good way to passwords to be the same. This is a hole in notify users that the system will be shut library security. down. Steve Bade recommended scheduling monthly shutdowns at the same time, so it Bounced Mail: There are too many places can be publicized more generally. While to look for bounced mail. Steve mentioned Innovative can do the shutdown for you, a UNIX login and password that shows all they are trying to get away from that service. the bounced mail directories. Call the help Innovative is working on an enhancement to desk if you don’t know that login and password.
39 When You Can Delete Order Records: If the Per Steve Bade, take care of this up front by order is fully paid or canceled, do a create using one of the following options: list and then delete everything on the list. 1. Change the load profile to NOT add However, you may want to archive the duplicate records to the database. records first. Some libraries suggested 2. Do a create list on a unique identifier keeping order records 2 ½ years, then and sort to locate duplicates. deleting. 3. Do a create list, rapid update the list to suppress the record. Another Days Closed List Maintenance: Academic rapid update to unsuppress may force libraries – suggest two semesters in advance the duplicate record into the New and one semester behind. Other libraries – Headings list. have the list current at least as long as your 4. Log an enhancement request for longest loan period. finding and reporting duplicate barcodes. Missing Items Report: This Innovative list has some problems. Suggestion is to create Millennium: System administrators should lists to pull missing items. log into Millennium at various points of day. How long does it take to log in? How fast is Broken Holds: Is there an overnight process the system working? Staff may not call you, to clear circulation broken holds? Per Steve and this is one way to know if problems are Bade, if there is a quantity of broken holds, approaching. call the Innovative help desk. Normally Innovative runs a program each night to The library’s network administration is the locate and fix broken holds. There is a list most important part of the success of of cleanups Innovative runs each night, but Millennium. The network has to be big the list has not been made available to enough, consistently able to handle heavy Innovative customers at this point. traffic periods, and the hardware must be in good shape. Old Records: Libraries should resolve NOT to keep old records on the database. If an Sometimes the resolution may be off. Staff item has been overdue one year (or some may change resolution for other programs other pre-determined time) get rid of it, as it and forget to change it back. Then you lose will not likely come back. Same with old icons, and generally have a mess. If you can claims returned – the items should simply be regularize this by locking down resolution it deleted. will help.
Duplicate Barcodes: These show up under The session ended with a song, sung by Bill the New Headings list, and they only show and Linda, with the audience participating up once. It is vital to keep track of this list on the chorus. to catch duplicate barcodes. ______Reported by: Carolyn Rokke, Sacramento Patron Load (Academic): If a patron record Public Library is in use by system during patron load, a duplicate record will be created. How can we find and correct these?
40 G8, P8 Web Access Management Essentials
Presenter: Jennifer Kutzik, Colorado State University Web site: http://manta.library.colostate.edu/lts/iugppt/ For examples of "help" pages see the following pages: http://manta.library.colostate.edu/distance/index.html http://manta.library.colostate.edu/distance/proxy.html
Web Access Management reports is a tool that allows patrons to get to web based databases They include on the page a link for known that are not on your campus. This is done problems and a page of instructions to set up with IP addresses. WAM validates the an off campus browser. Michigan State uses addresses so that your patrons can get in. coded buttons for accessibility. http://www.lib.msu.edu/e_res/ This is accomplished with a table that you set up. (See slides 2 and 3.) The "Token" on slide Databases are not cataloged at CSU because two is a short code name for each database. they come and go. It is possible to put the The system will get use statistics from this URL inside the bib record in the catalog as a code. For the second item on the host name is link to the database (see slide 9 for an needed and you can forget what comes after example). the ".com". The service level is tied to logins and based on where the patron is coming As a general approach keep it simple and from. This way you can control who gets into direct, update and change as needed, and a database and whether they can get in from provide links for support. outside or only in your building or campus area. You can ask for verification of the For an example of a password screen and a patron with their SS# or some other validation screen, see slides 14 and 15. identification number in their record. Ptype will restrict the database to certain patron Help your patrons by keeping the instructions types. The database identifier is helpful if you simple and using a logical approach (slide 17). have more than one database on a single server and will help you accumulate usage Use short instructions. Examples are useful statistics. It comes from the database and screen shots are helpful if they are not too company. The database name is what will busy. Provide a lot of help links for FAQ's appear on the statistics report. Slide three and common problems. A helpdesk phone shows the Forward Table Maintenance Screen number is also useful. when it is complete. The table is the key to the setup. Don't put There are two choices of access methods entries in until you are legally entitled (the (slide 4) -- the URL List Method and the dates of your contract). Keep a list of vendor Cataloging Method (856's). Colorado State contacts handy for emergencies. lists their licensed databases on a web page ______and organizes them by subject, by name Reported by: Sue Hostetler, St. Joseph alphabetically, and by "full text" and vendor. County Public Library http://manta.library.colostate.edu/databases
41 G9, N6 Millennium Advanced Searching: A Practical Approach from a Beta Site
Coordinator/Presenter: Nora S. Copeland,Colorado State University Libraries Presenter: Joan Beam, Colorado State University Libraries Web site: http://lib.colostate.edu/sage/avs
The summary for this session in the Subject, and Note keyword indexes, which conference notebook stated that the impact can be searched separately or together. of Millennium Advanced Searching (a.k.a. Alta Vista Searching, or AVS) on the INN- A variety of 5XX note fields are available Reach catalog would be discussed. for additional indexing if desired. CSU However, the CSU Libraries were unable to chose not to include the 501 "With" note, test this before going "live" with AVS, so since they already make added entries for the topic was not discussed. works described in this field. They either do not maintain, or delete, 510 Nora Copeland opened the session, by "Citation/References" notes, so those were describing the basic characteristics of AVS. also not included. CSU is also considering This is a keyword searching module which the use of 970 fields for Table of Contents replaces (not supplements) the familiar (TOC) information instead of 505 fields. In Word index. It operates within all indexed either case, TOC information will be fields and other library-specified fields in an included in AVS. INNOPAC catalog. CSU chose to be an AVS beta-test site to provide direct input to Joan Beam discussed the steps involved in product development and to check AVS AVS beta testing. The module was first functionality in their own database. They loaded on their local system, and load also wished to test and revise the AVS help problems were reported for fixes. A small instructions and examples, for clarity and group tested the module's functionality and end-user comprehension; to tailor the AVS indexing, and checked their site in search screens to local design standards, and comparison with other beta sites. As updates train the staff on this module before to the AVS beta were received, the cycle of introducing it to the public. checking the software and reporting problems was repeated. It was discovered The basis for a library's AVS module will be during this process that, as long as CSU was the profile of its original keyword index, in in beta test, they could not transfer AVS addition to any additional fields included in searches to other systems, such as INN- the Title, Author, and Subject indexes. AVS Reach. Corrected problems included the does not recognize the old "w" index, but temporary appearance of doubled subject any data currently keyword indexed and not headings in retrieved records and the failure derived from the phrase indexes is included of searches including initial articles. Of in an automatically-built Note index. Phrase continuing concern is the fact that the brief indexes which were omitted from the "w" title listing of search results is determined by index, such as call number fields or standard a five-character sort key, rather than numbers, are also excluded from AVS. AVS character-by-character alphabetical order. will consist of separate Title, Author, This can cause unexpected displays.
42 Where the traditional Word search is based Advanced search options, which appear at on a simple implied "and", AVS searching is the bottom. based on the phrase indexes from which it is CSU chose to eliminate the so-named "Alta built. As a result, word order matters a great Vista mode" as an option for several deal; very different results can be obtained reasons. Its implied "or" was regarded as from the same elements entered in different simply a bad idea; the ability to add order. quotation marks is the same as an adjacency CSU found AVS to be 5 to 10 times faster search and is therefore unnecessary; patrons than Word searching. Other differences were confused by plus and minus operators; include the ability to pre-limit by location, and there were poor record retrievals, format, language, etc.; and the availability of particularly with large sets of records. There multiple sorting options; the use of "near" will be a new "Alta Vista mode" coming and "within", including large ranges from Innovative, which CSU will between words. Sophisticated combinations investigate. of keywords from different fields, with The CSU team also revised the instructions truncation, Boolean operators, nesting and examples which came with the AVS statements, etc., are possible in a single module. The instructions on Adjacency were search statement. rewritten to emphasize the importance of There are some desired features that AVS word order. The section on Truncation does not presently allow. Stopwords cannot included the possibility of internal be eliminated, since every word or letter in truncation. The Operators instructions were the indexed fields is searched. The keyword expanded to provide more appropriate synonyms lists that libraries have created examples, and those for Proximity explained cannot be used. Instead of receiving the "No with "Within" option. The notes on different Hits" browse screen returned when there fields were clarified, with additional isn't an exact match, one is simply returned examples provided. to the search screen with the message that no CSU is planning to "go live" with AVS entries were found. And, as mentioned, there following the end of the Spring 2000 is not necessarily precise alphabetization of semester, following the implementation of retrieved titles. Most of these problems will Release 2000 and resolution of some be corrected in new releases of the module. cleanup and indexing issues. For now, they In its implementation of AVS, CSU reduced are offering access to the beta test as an three screens of choices to one. They option from the traditional Word search combined the Simple and Advanced screen. searches on one screen, and eliminated the What, in short, will it mean to have AVS in Alta Vista Search option. As offered, the your database in place of the Word index? Advanced search screen buries its Overall, it is a great improvement, but you instructions at the bottom, below the search need to recognize the differences between options, where the Simple search screen has the two, and educate your patrons. Desired instructions clearly placed at the top. The changes to the module should be submitted redesigned, single AVS screen leads off as enhancements. with the simple search box, followed immediately by instructions and examples. Reported by: David Miller, Curry College There is a link at the top of the screen to the
43 H1, I1 Authority Control: What You Need to Know to Do It Yourself
Coordinator/Presenter: Barbara Kriigel, University of Michigan-Dearborn Presenters: Beth Taylor, University of Michigan-Dearborn Dana Kemp, Mercer University
Dana Kemp, the only professional cataloger numbers for a variety of reasons and they at Mercer University, maintains authority were having to check these when it wasn’t control for 300,000 Bibliographic records necessary. and 150,000 authority records. She does authority work on 20,000 titles each year. Ms. Kemp described the various reports, Barbara Kriigel and Beth Taylor, maintain how to produce them and what they include. authority control for 215,000 bibliographic When producing reports, it is possible to records and 98,000 authority records. They limit the reports. Mercer University limits catalog 4,500 titles annually. by the function done by user. By doing this, they do not get records keyed by the The handouts provide clear information of circulation staff for items placed on reserve. the information covered in this presentation. They also limit by first time use so they only They cover the slides used in the get downloaded bibs. Ms. Kemp then went presentation and the cataloging policies and on to describe each report and the types of procedures for the Mercer University records you will get from the report. Library. They have been presenting this program for 6 years. The purpose of the Innovative authority control is to provide cross-references, Both libraries use the Innovative authority therefore they only download authority reports to maintain authority control. The records with cross-references. If you are first decision that needs to be made is how paying for records, you don’t need the often to print the reports. Mercer prints the records without cross-references and it costs reports daily and UMD prints the reports less. Tips on downloading from OCLC weekly. A consideration in deciding how were also presented. They went on to often to print the reports should be based on discuss Automatic authority control. This how many records you are cataloging. The program runs overnight. The program more often the report is run, the less time it automatically searches for 4XX occurrences takes each time to complete the work. They and they are corrected. Their final advice have found monthly printing makes the was after correcting everything in your work too overwhelming. The second reports, be sure to clear them. decision is when are you going to do the authority work. If you download a record at The second part of the program, presented time of order you may want to do the by Barbara Kriigel and Beth Taylor, covered authority work at that time. The final the use of various publications such as the decision is what fields to include in your Library of Congress weekly subject list and duplicate field report. These can be set in the Cataloging Service Bulletin as well as the “set system options”. Ms. Kemp only other reports on INNOPAC that may assist includes the OCLC # and barcodes because the cataloger. One tool they used was the they found that they had duplicate call “analyze searches” reports. They used these
44 reports to see if cross-references were needed to direct searchers to the appropriate term. They also used the “no hits” report to determine if they needed to add materials on specific subjects to their collection. ______Reported by: Jan Marrotta, Ashland University
45 H3, Q8 Inventory in Mid-Sized Academic Library
Presenters: Marilyn Liedorff & Jan Brumm, Wayne State College
Liedorff and Brumm are librarians at Wayne the collection, and set the due date on all State College which is part of a consortium books for the first day of the two week of three colleges that installed Innopac in inventory period. 1991. At the time of installation they barcoded the collection with smart barcodes. Only about 5% of the collection was checked out when they did the inventory, In 1994 they did a complete inventory. most of those to faculty members. They Most of the program was a description of printed a shelf list which contained the that project. They used the Innovative following information: call number, partial inventory module but did not use the title, end of the barcode number, and status. portable scanners because they wanted to The shelf list was printed on continuous have lots of people working on the project paper so that it did not get out of order. and only had two scanners. Also, they They printed forms on bright colored paper wanted to collect more information that the which contained instructions for coding the scanners provided. shelflist (see overhead "Code form" in handout). There are a number of decisions to make before the inventory. All members of the library staff participated • How much of the collection will be in the inventory. Each day they did done? They opted to do their general inventory from 9-11:30 and from 1-3:30 collection (130,000 volumes) but not with a break both morning and afternoon. In reference, government documents, addition to the break activities, treats were periodicals, juvenile or curriculum hidden in the stacks (including extra 10 collections. minutes break cards). Something fun was • When will the inventory be done? They planned for each break period. closed the library for two weeks in August (between classes). The first The inventory was done by two person week was for preparation and the second teams and by rovers who solved problems, week for the inventory itself. picked up books, etc. Each team included at • Who will do the inventory? They did it least one member who was call number with in-house staff, but additional staff proficient. Teams were not assigned to their could be hired. favorite parts of the collection, because that • Why is the inventory being done? They might slow the team down. The sections were due for a review and felt that they with complicated call numbers were had numerous barcode and call number assigned to the people with the best call problems. number proficiency.
In preparation for the inventory they shifted Each team had the following: an instruction areas needing it, shelf read busy sections of form, the shelf list for their section, a height
46 guide for finding books taller than 28.5 cm., Now they do continuous shelf reading. For a form for books pulled off the shelf, a chair, this process they print a shelf list of a stool, a book cart, and a pencil. One approximately 300 items. Using this list a person pulled the book out and verified the circulation student identifies things not on barcode and height. The person seated read the shelf and puts things in order. This takes off the call number while the other person about 20 minutes. They get through the compared it to the book. For problems collection about once each semester, doing either the book was placed on a book truck 10-15 batches a week. Materials that are off the shelf or the shelf list was marked. missing are searched by the circulation staff 4 times within about 3 weeks. They find They found a great many misshelved books. about 90% the first time they search. After These were reshelved right away so that that Technical Services does one more they might be in place for the inventory. search and changes the status to missing. The volumes with status and call number Each summer they create a list of items problems were shelved in Technical missing more than a year and use the list to Services. Barcode problems were left on the decide about replacement. The records are shelf because they "did not want 3/4s of the suppressed until they are replaced or collection in Technical Services". As a removed from the system. result of the inventory they fixed missing books, status errors, call number errors, They use the hand-held scanner for in-house barcode errors, title errors, and replaced use counts, which they download every 1-2 faded call numbers. It took 6 months for days. It is a good way to find missing and technical services staff to finish the clean up checked out items that have found their way from the inventory. back into the collection. ______Reported by: Susan Goldner, University of Arkansas
47 H5 System Management Forum, Software Only
Presenters: Jennifer Merrill, Dartmouth College Fred Gertler, Santa Clara University Nancy Helmick, Ohio State University Margaret Tapper, University of California, Irvine Steve Bade, Help Desk Manager, Innovative Interfaces
This was an open forum and not a formal applications on the campus. For many presentation by any of the speakers. The institutions, turnkey makes sense, however. floor was opened for questions. Has anyone moved from Digital to SUN? If Why are most of us software only sites? you have, make sure that you have cache Some of us have a history of service with buffering in disk arrays or you can expect DEC and felt comfortable handling the slower performance. hardware maintenance ourselves. Dartmouth has IT people to maintain their How many libraries have reevaluated and server and the system administrator can have have become a turnkey site? For those that access to it. At Michigan State, they can had done this, the transition went smoothly keep things separate and feel free to work on and they moved from a Digital to a SUN the server without touching the Innovative machine. files. Innovative’s intent is that you can do what you need to through the menus. The One participant currently was a turnkey site contract restricts what can be run on the and wanted to know the advantages of going server. Typically, the Innovative software software only. At Santa Clara University, it must be the only application on your server. was a political decision made by upper management. At the University of At Bowdoin College, they went from being Massachusetts, the computer center realized a turnkey site to a software only site, but had that the library could manage their own to contract with Innovative to install an system with the backup of people in IT. All operating system upgrade because their IT of us need to develop good working department could not do it. Bade stated that relationships with our Information Innovative believes the service commitment Technology staff. This will benefit the from Innovative is as good as one from library tremendously. There are some DEC. At Furman University, the librarian maintenance implications, particularly if you has an improved relationship with his IT are a one or two person shop. At the people but must call DEC himself for University of Michigan, the provost said that hardware support. He has found the if the library wanted to purchase Innovative, software support to be the same as when they must run it on a SUN machine. They they were a turnkey site. At Michigan State, are quite happy with the service they have the decision was made by upper received from Innovative and from SUN. management that there would be no turnkey There really needs to be someone in the library who can speak both to the
48 Information Technology staff and to the Steve Bade pointed out that the only vendors and can convey the needs of both difference between being a turnkey site or a sides. software only site is the responsibility for the operating system that is on your server. At Bates College, the library and the Your server must be dedicated to Innovative computer center have merged and the library and cannot be used for anything else. system is treated the same as all other Innovative will help with all software campus software systems. You need to give installations and maintenance as part of their the IT staff a sense of ownership of the customer service. hardware because you will need their help at times. At Furman University, they have The last point of discussion was the need for developed many ways to cooperate with more ports when using Millennium. Most their IT staff and not just with Innovative. It sites probably won't see a difference as the is really important to develop these ports are released after a couple of minutes. relationships between the library and the However, some sites might need to computer center. investigate the purchase of more ports if they see a large number of turnaways. A suggestion was made to Innovative to use Others might cut down on their user licenses secure sockets to pass on information such because the purchase of Millennium brings as social security numbers. We need more unlimited OPAC licenses. secure access in order to protect ourselves ______against computer hackers and other breaches Reported by: Denyse Seaman, Baylor of security. If you are a software only or University turnkey site, there will be no difference on software upgrades for your system.
49 H8, P7 Linking to Records in WebOPAC
Presenter: Dawn Kovacs, Wheaton Public Library