Eleventh Annual
Northwest Innovative Users Group Conference,
October 20-21, 2005
Thursday –
Registration Opens at 8:30 –
9:00 – 9:15 a.m.
Welcome
and Introductory Remarks
9:15 – 10:15 a.m. Before Create Lists; or, Finding Elusive
Information in Your Library Database
Jane K. Starnes,
Create
Lists is a powerful tool in Millennium which allows you to compile custom lists
for many different purposes. Getting the most from the tool requires some
understanding of how the data is stored in the database. We'll look at the
different types of records, what data is stored where, and how to use Create
Lists to pull out exactly the information you need.
10:15 – 10:30 a.m. Break
10:30 –
11:30 a.m.
Basic Create
Lists
Andrea Peterson,
This program
focuses on the basics of creating lists in Millennium. It includes an overview of some of the
different ways lists can be useful, how to set up search criteria, how to sort
your lists and basic ways to export the data.
11:30 – 1:00 -- LUNCH
ON YOUR OWN
Registration
12:00 – 1:00 p.m. –
1:00 p.m.
–2:00 p.m. Advanced Create Lists
Andrea Peterson,
This program focuses on some advanced
search techniques in creating lists. It includes instructions on
searching within another review file or within a particular index to make
searching more efficient as well as some detailed instructions on manipulating
data after it has been exported.
2:00 – 2:15 p.m. Break – Migrate to Franz Hall for
Breakout Sessions
Session I (Choose One) 2:15 – 3:15
p.m.
Web Maintenance Forum Franz Hall #15
Moderator: Karen Straube,
An open discussion for users who handle web maintenance: style sheets, wwwoptions, and the
look of the OPAC. Come with
questions, answers, and tips for your colleagues.
Request Circles: One
Library's Experience Franz Hall #26
Shirien Chappell &
Laura Willey,
"Request Circles" is a
feature of the III software which allows libraries to --determine which
locations can have materials paged from them and delivered to them, --decide
which items and collections should be included in the paging/ delivery service,
and --decide which categories of patrons can participate in this delivery
service. This presentation describes
this feature and one library's experience with it.
Circulation of
the Present and Future Franz Hall
#206
Jason
Boland, Product Manager for Circulation, Innovative Interfaces, Inc.
Attend and be treated to a review of
circulation products and features available in Release 2005. In addition, learn
of exciting new circulation developments coming in Release 2006. The focus will be on notices and holds, but
all questions regarding circulation will be welcome.
(REPEATED FRIDAY
IN SESSION V)
Serials Forum Franz Hall
#214
Moderator: Kristina DeShazo,
An open discussion
for serials module users. Come with
questions, answers, and tips for your colleagues.
Round Table System Management:
The PCC Approach to Keeping the III System Current Franz Hall
#223
David Lippert,
In order to divide work among
departments, we at PCC have formed a team to manage our Innovative system. The team consists of representatives from
each area of the library. This
presentation will show how work is divided up, how progress is tracked, and
what tools are used to share information with library staff. We will conclude with some time for attendees
to share management tips with each other.
Leveraging the Data in Your III System Franz Hall #231
Mark Dahl & Jeremy McWilliams,
This presentation will demonstrate
how
3:15 – 3:30 p.m. Break
Session II (Choose One) 3:30 – 4:30 p.m.
Web OPAC Forum Franz Hall #15
Moderator: Sarah Beasley,
An open discussion for OPAC users. Come with questions, answers, and tips for
your colleagues.
Circulation Forum Franz Hall #26
Moderator: Shirien
Chappell,
An open discussion
for users of the Circulation module. Come with questions,
answers, and tips for your colleagues.
New Release
Update Franz Hall
#206
Betsy
Graham, Vice
President of Product Management, Innovative
Interfaces, Inc.
An overview of
upcoming enhancements.
(REPEATED FRIDAY IN SESSION V)
Tweaking Reportster to Work at Your
Library Franz Hall #214
Sue Boggs,
At the 2004 IUG meeting Michele Morgan
of NOBLE gave a presentation on the Access report maker she developed called Reportster. It is
available at the IUG Clearinghouse for other libraries to use. Due to
variations in library setups it may need to be tweaked before you can use it at
your library. This program will point out some locations to check if it doesn't
work "out of the box" at your site. Focus is on this rather than the
actual uses of Reportster, although that will be
touched on as well.
Data Exchange: the
Basics Franz Hall #223
Emily Asch,
The basics
of data exchange will be presented using examples with authority,
bibliographic, and patron records. The following will be covered: how to use ‘Get FTS’ and ‘Get PC’, load
records, and output records to another system. There should be time for
discussion and questions about features of the module at the end.
Caring for URLs in III Franz Hall #231
Terry Reese,
This program will discuss
III's URL Checker -- both its
features and limitations as well as strategies for ongoing link maintenance.
4:30 – 5:30 p.m. Reception – University
Commons Terrace Room
Visit with representatives from
Innovative Interfaces and your colleagues!
Friday –
Registration & Coffee 8:30 – 9:00 a.m. –
Welcome and Introductions 9:00 –
9:30 a.m. -- Buckley
Center
(Including Innovative Interfaces
Update and New Product Overview with Betsy Graham)
9:30 –
9:45 Migrate to Franz Hall for Breakout Sessions
Session III (Choose One) 9:45 – 10:45 a.m.
Systems Forum Franz Hall #26
Moderator: Mark Dahl,
An open discussion for systems managers. Come with questions, answers, and tips for
your colleagues.
Doing More With Less: Maximizing Efficiency Through Technology and
Consulting Services and Making the Best of Staffing Cuts Franz Hall #206
Lynne Branche-Brown, Customer Sales
Consultant, NorthWest, Innovative Interfaces, Inc.
This
program will offer a variety of ideas for maximizing the functionality of the
Millennium system and saving staff time.
It will contain an overview of various system components that can help
libraries with shrinking staffs.
Included will be Automated Authorities Processing, Enterprise Backup
API, InnView Authorities, Synchronized Locations,
Circ Notice Options (e-mail, telephone), Z39.50 Client
for Acquisitions & Cataloging, and Electronic Ordering & Claiming.
Holds Management Franz Hall #214
Rachel Knox,
Millennium Holds Management
features couldn't be easier to use. Or could they? This program
will be a discussion of Millennium’s new Holds Features as well as
the basics of placing, receiving and manipulating holds in
Millennium. There will be tips on how to utilize all
the features of Millennium Holds Management to make local
holds, multi-agency holds, and
Implementing Electronic Claiming of Serials Issues via E-mail Franz Hall
#223
Elise Clason
& Shirley Lincicum,
This session will describe the
implementation process for Electronic Claiming of Serials Issues via Email (III
product 506A). The presenters will discuss the capabilities of the product, benefits
and challenges associated with implementation, and our on-going experience
working with the product.
Setting Up WebBridge Franz Hall #231
Terry Reese,
This program will cover issues
ranging from WebBridge setup/configuration to
coverage loading. The session will
provide insights into OSU's ongoing WebBridge implementation and discuss OSU’s
participation in the WebBridge/ Google Scholar
project.
10:45 – 11:00 a.m. Break
Session IV (Choose One) 11:00 a.m. – 12:00
p.m.
Cataloging Forum Franz Hall
#26
Moderator:
An open discussion
for users of the cataloging module.
Come with questions, answers, and tips for your colleagues.
Patron Empowerment Franz Hall #206
Lynne Branche-Brown, Customer Sales
Consultant, NorthWest, Innovative Interfaces, Inc.
Make life easier for patrons with
Innovative tools to let them handle their
own checkouts, holds, and renewals; pay fines, manage
frequently used resources, track their reading history, and even share their
opinion of library materials with the community.
Evaluating Patron Privacy on III Franz Hall #214
Moderator: Kara Phillips; Presenters:
Barbara Swatt Engstrom
& Susan Kezele, Seattle University Law Library
& Jan Hartley, Seattle University Lemieux Library
With the passage of the Patriot Act
and its recent renewal, libraries have become more involved in assessing the
confidentiality of patron information within the library, particularly on ILS
systems. As part of this process, we are
working on assessing what information should be maintained and for how long on
III. This program will provide a brief
overview of the Patriot Act and how it applies to libraries and will give some
tips on protecting confidential patron information on the system.
Using MARC Holdings in Millennium Serials: Nuts and Bolts
Franz Hall
#223
Jian Wang,
OCLC is implementing MARC 21 Format for Holdings Data (MFHD), and many
libraries are following suit in their local environments. This workshop is
aimed at those considering converting current serial holdings data from free
text into the MARC Holdings format, or those simply wishing to establish a
foothold with MARC. Attendees will learn
the basics of the MFHD within Millennium Serials. Issues regarding how to undertake an
implementation, what challenges are involved in converting your local holdings
to the standard, and when and how to take advantage of OCLC’s
LDR Updating Service will also be discussed.
Link Resolvers: an Overview for
Reference Librarians Franz Hall #231
Doris Munson, Eastern
Link resolvers
work correctly over 90% of the time.
However, when unexpected results occur, the patron turns to the
reference librarian for an explanation.
This session gives a brief overview of how link resolvers
work and the data problems and issues that can occur. The focus will be on WebBridge
but the principles apply to all link resolvers.
Lunch and
Birds-of-a-Feather Gatherings
12:00 – 1:15 p.m. --
University Commons
Join your colleagues for lunch and the opportunity to share ideas and
information about specific modules and topics.
BOF topics may include specific functions or modules as well as planning
next year’s meeting.
Session V (Choose One) 1:15 – 2:15 p.m.
Circulation of
the Present and Future Franz Hall
#26
Jason
Boland, Product Manager for Circulation, Innovative Interfaces, Inc.
Attend and be treated to a review of circulation
products and features available in Release 2005. In addition, you will learn of
exciting new circulation developments coming in Release 2006. We'll keep the focus on notices and holds,
but all questions regarding circulation will be welcome.
Electronic Resources
Management Forum Franz Hall #206
Moderator: Steve Shadle,
An open discussion for users of the ERM module.
Come with questions, answers, and tips for your colleagues.
Global
Update Forum Franz Hall
#214
Moderator: Rich Edwards,
An open discussion with users of Global Update. Come with questions, answers, and tips for
your colleagues.
Self-Check Systems Panel Franz Hall
#223
Taryn Rusnell, Fraser
Valley Regional Library; Greg Nelson, Chemeketa
Co-operative Regional Library Service; Nancy Price, Coos Bay Public Library;
& Emily Asch, Pacific University
Librarians from various libraries
will discuss their experiences with Self-Check systems and III. We will cover set-up, how it is working, what
our patrons think, and challenges that we faced throughout it all. Time for questions and
discussion at the end.
New Release Update Franz Hall #231
Betsy Graham, Vice
President of Product Management, Innovative Interfaces,
Inc
An overview of the upcoming enhancements.
2:15 – 2:30 p.m. Break
Session VI (Choose One) 2:30 – 3:30 p.m.
Electronic Resources Management Holdings: Different Strokes
for Different Folks Franz Hall #206
Janet Crum,
This program will feature three
panelists who will explain how they load coverage data into ERM. The presentations will focus on obtaining
coverage data, preparing data for loading, making the most of templates, and
maintaining and updating coverage data.
Acquisitions
Forum Franz Hall #214
Moderator: Lynne Mildenstein,
An open discussion for acquisitions module users. Come with questions, answers, and tips for
your colleagues.
INNReach
Forum Franz Hall #223
Moderators: Sara Thompson,
An open discussion
for INNReach users.
Come with your questions, share your own answers and tips for
colleagues, and hear from Sara and Nancy about how INNReach
is used. Any aspects of INNReach are welcome for discussion.
Searching the WebOPAC Franz Hall #231
Doris Munson, Eastern
A presentation that
summarizes the INNOPAC/Millennium user’s manual on how searches are performed
in the WebOPAC. Get tips on general searching,
headings searches, wildcards, truncation, Boolean searching, and
limiting/sorting searches.
NWIUG Steering Committee
Debbie Hackleman, Chair, Oregon
State University l Carolyn
Piatz, Local Arrangements, University of Portland l Gary Payne ,
Web Master, Skagit Valley College l Karen Kunz , Registration, Oregon Institute of
Technology l Emily
Asch, Pacific University l Richard
Edwards, Washington State Library l Siôn
Romaine, University of Washingtonl Katie Cargill Eastern Washington University
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