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