Twelfth Annual Northwest Innovative Users Group Conference, University of Portland

October 17-18, 2006

8:00 – 11:00 a.m. – III WebPAC Training Session (separate $40 registration fee)

WebPAC Pro Options                                                                                                        Buckley Center Auditorium 

Julie Dore, Trainer, Innovative Interfaces, Inc.

A 3 hour session covering the various options available to users with the advent of  WebPAC Pro – includes options, instructions on how to set them, implications of the various choices on the WebPAC, and impact on your users.

11:00 a.m. – 12:45 p.m. -- LUNCH ON YOUR OWN

12:45 – 1:00 p.m.

Welcome and Introductions                                                                                            Buckley Center Auditorium 

Steering Committee Members

Innovative Interfaces Update                                                                                          Buckley Center Auditorium 

Mary Chevreau, Vice President, North American Customer Sales, Innovative Interfaces, Inc.

Find out what’s new at Innovative – staffing changes, new responsibilities, etc.

Keynote: 1:00 – 2:00 p.m.

Library as Community:  The Future of the WebPAC                                  Buckley Center Auditorium 

Dinah Sanders, Product Manager, Innovative Interfaces, Inc.

Do outreach online with exciting development that connects and involves patrons with your library catalog.  Come see how new content – including user-submitted book reviews – can be beautifully integrated in 2006 and future releases.

Break:  2:00 – 2:15 p.m.  (Migrate to Franz Hall for Breakout Sessions)

Session I (Choose One) 2:15 – 3:15 p.m.

New Release Update                                                                                                                                        

Maruta Skujina, Customer Sales, Innovative Interfaces, Inc

An overview of Release 2006 enhancements and plans for the next release.

Purchase Alert Report

Anne Hansberry, King County Library System

King County Library System has developed its own Purchase Alert Report that deals with over 48,000 titles with holds every week.  This seminar will detail a process that uses Excel and Access to sort Millennium review file data to create a usable report that reflects multiple holds ratios. 

Not Just for Serials :  ERM @ PSU                                                

Tom Larsen and Michaela Brenner, Portland State University

The Electronic Resource Management (ERM) module was originally designed to keep track of licensing and purchasing details of electronic journals, abstracting and indexing databases, and full-text databases. At Portland State University we have developed a project that expands the scope of our ERM module to cover additional types of materials. Exploiting ERM’s ability to deal with multiple hierarchical levels, we have organized a multi-level digital archival collection and made it accessible through our OPAC.

MARC Holdings

Sion Romaine and Linda Pitts, University of Washington

The University of Washington has begun to convert its free text holdings statements to the MARC Format for Holdings Data (MFHD). This session will demonstrate the basics of the MFHD within Millennium Serials, discuss challenges involved in converting your local holdings to the MARC standard (including the limitations of the III implementation of MFHD), and review the benefits of converting your holdings to MFHD.

Multnomah County Library Pimps Its Ride

Donna Reed and Michael Spicer, Multnomah County Library

Donna and Michael talk about the process Multnomah County Library went through to customize its new catalog and to integrate it with its newly renovated website. Learn about the project from an under-the-hood perspective. Examine lessons learned and hear about upcoming enhancements.

The Orbis Cascade Merger and Its Impact on Patron-Initiated Borrowing

Doris Munson and Suzanne Milton, Eastern Washington University

This presentation examines the borrowing statistics for the two years before and the two years after the Orbis Cascade merger to determine what, if any, effect the merger had on patron-initiated borrowing, especially at Eastern Washington University.  The effect of Pickup Anywhere on Eastern Washington University is also examined.

Systems Forum

Moderator:  Bill Kelm, Willamette University

An open discussion on System Administration issues.  Come with questions, answers, and tips for your colleagues.

Break:  3:15 – 3:30 p.m.

Session II (Choose One) 3:30 – 4:30 p.m.

WebPac Pro

Dinah Sanders, Product Manager, Innovative Interfaces, Inc.

Product update, overview, and forthcoming enhancements.

An OPAC Alternative?  AquaBrowser and Millennium

David Wasserman, King County Library System

AquaBrowser Library is marketed as an associative, intelligent library search tool and as an alternative to traditional library OPACs. It is also marketed as ILS-independent.  KCLS launched the first III implementation in April 2006.  Implementation lead David Wasserman will discuss bumps along the road to launch and demonstrate the latest KCLS implementation.

Use of EXCEL to Customize Review File Spreadsheets

Diane Carroll, Oregon Health & Science University

Examples of EXCEL techniques to be demonstrated include: merging two review file spreadsheets; use of concatenation to correct journal holdings display; use of auto-filters to proof-read data; subtotals; and, use of the Text to Column feature to distribute data from one cell to several cells.  EXCEL knowledge will enhance the attendees’ learning experience.

Holdings Conversion Using Global Update

Steve Shadle, University of Washington

For at least a set of your holdings records, there is an alternative to touching each record in order to convert your non-MARC holdings records to MARC Format for Holdings.  This session will illustrate how regular expressions and global update can be used to support batch conversion of holdings records.  This session is a good follow-up to Richard Jackson's sessions on regular expressions.      

Millennium Statistics

Beth Longwell, Eastern Oregon University

Learn the basics of gleaning statistics from this module and gain an understanding of when to use it.

Circulation Forum

Moderator:  Ryan McCrory, University of Washington

An open discussion for Circulation Module users.  Come with questions, answers, and tips for your colleagues.

Cataloging Forum

Moderator:  Kate Cleland-Sipfle, Southern Oregon University

An open discussion for Cataloging Module users.  Come with questions, answers, and tips for your colleagues.

Day 2 Opening Session:  9:00 – 9:30 a.m.

III New Product Overview

Maruta Skujina, Customer Sales, Innovative Interfaces, Inc.                                Buckley Center Auditorium 

Hear what new products Innovative has available and what is coming in the near future.

Large Group Session:  9:30 – 10:30 a.m.

One-Stop Shopping for Journal Holdings: The Ideal and the Reality                     Buckley Center Auditorium 

Janet Crum, Oregon Health & Science University

A patron stops at the reference desk and asks the librarian, "Do you have this journal?"  This scene is played out in libraries across the world every day, yet the answer is no longer a straightforward yes or no.  Where does one look to answer the question?  The catalog?  A web-based journal database?  Both?  Somewhere else?  In this presentation Janet will explore the extent to which it is possible to provide a single interface to the e-journals available to a library's users.  While more theoretical than many NWIUG presentations, this session should provide some food for thought when designing user interfaces for electronic resources.

Break:  10:3 0 – 10:45 a.m.  (Migrate to Franz Hall for Breakout Sessions)

Session III (Choose One) 10:45 – 11:45 a.m.

Encore

Dinah Sanders, Product Manager,  Innovative Interfaces, Inc.

An overview of Innovative’s new unified search and access tool, a discovery services platform that leverages Web 2.0 technologies.

New Release Update                                                                                                                                        

Maruta Skujina, Customer Sales, Innovative Interfaces, Inc

An overview of new features and enhancements in Release 2006 and plans for the next release.

Determining Cost Per Use for Electronic Journals

Cindy J. Ellis and Robert C. Ferguson, Washington State University

This program presents a method developed at Washington State University Libraries to compute and present individual title cost per use for the Libraries' electronic journal subscriptions. Techniques will be demonstrated that combine vendor-supplied usage statistics with cost data extracted from Millennium using familiar desktop applications.

Creating Web-based Applications to Work with III

Jeremy McWilliams, Lewis and Clark College

Staff at Lewis and Clark College have developed systems for integrating III with the CLIO WEB interlibrary loan product and a public- and staff-side web-based 'front end' to III Course Reserves. This presentation will outline the rationale for developing these systems, discuss and explain the tools involved, and examine issues related to developing III-integrated systems in a Web 2.0 context.

Mystery Solved: How to Make Sense of Load Profiles!

Richard Jost, University of Washington Gallagher Law Library & Owen Rogers, Shoreline Community College

Load profiles are a powerful tool for any III system administrator, but are often shrouded in mystery. Although they are the tables that govern the loading into or output of records from III systems, few library staff really understand how to use or adapt them when needed. Their ability to be manipulated to load or output records with specified fields and instructions is ideal for use with library projects, but they present challenges in trying to decipher their use and syntax. Even after the mandatory training required by III for access to these profiles, many questions on their construction can continue to limit their use. In this program, two librarians with system responsibilities will discuss the process they used to deconstruct this formidable system option and demonstrate the document they developed to track the profiles used throughout the library system.

What Can the Cataloger Do With ERM?

Diana Brooking, Kathleen Forsythe, and Steve Shadle, University of Washington

Did you think that ERM was just for tracking licensing, cost, and other management information for electronic resources?  In this session, catalogers at the University of Washington discuss problems they have encountered with managing catalog record sets and describe how they're using ERM for managing the cataloging of sets, both electronic and microform.

WebOPAC Public Users’ Forum

Berniece Owen, Portland Community College

An open discussion for those serving at public desks using the WebOPAC.  Come with questions, answers, and tips for your colleagues.

Lunch (included in registration fee) and Birds-of-a-Feather Gatherings

11:45 a.m. – 12:45 p.m. -- University Commons

Session IV (Choose One) 1:00 – 2:00 p.m.

Mystery Solved: How to Make Sense of Load Profiles!

Richard Jost, University of Washington Gallagher Law Library & Owen Rogers, Shoreline Community College

Load profiles are a powerful tool for any III system administrator, but are often shrouded in mystery. Although they are the tables that govern the loading into or output of records from III systems, few library staff really understand how to use or adapt them when needed. Their ability to be manipulated to load or output records with specified fields and instructions is ideal for use with library projects, but they present challenges in trying to decipher their use and syntax. Even after the mandatory training required by III for access to these profiles, many questions on their construction can continue to limit their use. In this program, two librarians with system responsibilities will discuss the process they used to deconstruct this formidable system option and demonstrate the document they developed to track the profiles used throughout the library system.

Navigating Innovative

Mary Chevreau, Vice President, North American Customer Sales, Innovative Interfaces, Inc.

 

When you have a question or a problem, how do you get to the correct person at Innovative?  This session will show you how to navigate Innovative to get to the person who can help you quickly.

ERM and Usage Statistics

Janet Chisman, Washington State University

The III ERM module has the ability to import COUNTER compliant statistics in the SUSHI format.  This program will review COUNTER, SUSHI and discuss the WSU beta ERM test to load Project Euclid usage data automatically into ERM.  The program will also present findings on a recent test of automated loading of usage statistics compiled by Scholarly Statistics from over 30 publishers that supply usage data for WSU subscribed databases and electronic journals.

Global Update vs. Rapid Update

Beth Longwell, Eastern Oregon University

Determining which program to use in which circumstances –advice on the appropriate approach to resolving your problems and accomplishing your projects efficiently.

Being Innovative Without III

Terry Reese, Oregon State University

This is a sometimes tongue-in-cheek look at free and open source alternatives available to libraries looking for systems that aren't just a black box including OpenURL resolvers, Federated Search tools, Metadata harvesters, etc.

Acquisitions Forum                                                                                                                                           

Moderator: Kathleen Olsen, King County Library System

An open discussion for Acquisitions Module users.  Come with questions, answers, and tips for your colleagues.

WebOPAC Maintenance Forum

Doris Munson, Eastern Washington University

An open discussion for those maintaining their WebOPAC.  Come with questions, answers, and tips for your colleagues.

Break:  2:00 – 2:15 p.m.

Session V (Choose One) 2:15 – 3:15 p.m.

Creating a Functional Paging List

John Goodyear, Scott Nolte, and James Price, Multnomah County Library

Multnomah County Library has developed a process to convert the limited email paging lists into a more functional, information rich web report.  We'll share examples and describe how we did this.

Global Update Presentation and Forum

Terry Reese, Oregon State University

Demonstration of using Global Update for routine maintenance and special projects.  Questions, answers, discussion.

Accessing the Web OPAC Through a Web Service

Michael Spalti, Willamette University

The Mark O. Hatfield Library at Willamette University recently completed a year-long web site design process.  In our new design, the web OPAC is accessed via a web service. This allows us to communicate with the Innovative system using a simple PHP SOAP client embedded in a page template designed by the WU Office of Communications. This presentation provides demonstration and explanation of how it all works, with discussion of possible advantages.

Implementing Millennium for the Virtual Library

Erik Still, Boeing Library Services

This program will focus on configuring Millennium for a user population that is primarily virtual. See how we use the MARC 856 field to link to internal documents and how we provide links to request Boeing produced photographs and videos. Learn how we use authentication/authorization programs to restrict access to our online documents. We’ll describe how we scoped our catalog to promote online resources. Learn how we set up circulation done by mail (no hold shelf). We will also share how we modified our paging slips, created a “live” new book search, and how we are importing records using XML.

NOTE:  This presentation was originally made at the Denver IUG 14 conference, by Teresa Powell (Boeing).  You can see the presentation here: http://innovativeusers.org/iug2006/programs/N3

Adding Hyperlinks to Create Lists

Habeeb Kuehne-Seeber, Portland Community College

PCC Library has found a simple workaround for non-programmers to use Create Lists to generate a record's OPAC hyperlink along with its other data.  This has proved very popular among our reference librarians and faculty for new materials lists, subject interest lists, and collection development.  Staff also use it as a time saving device for processes that involve intensive searching or viewing of the OPAC.  This program is useful for many different modules and public services and technical services users.  Basically anyone using Create Lists can benefit.

Automatic Authority Processing: Shaping It to Your Needs (Or Not)

Bill Kelm, Willamette University; Lihong Zhu, Washington State University; and Corey Harper, University of Oregon

Bill and Lihong will both describe their workflow process using the III Automatic Authorities processing in conjunction with Backstage Library Works, and Corey will describe the authorities workflow process at the University of Oregon and why they have made a conscious decision to not use the Automatic Authorities processing module.

Serials Forum

Moderator:  Jian Wang, Portland State University

An open discussion for Serials Module users.  Come with questions, answers, and tips for your colleagues.

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 Kathleen Olsen,  King County Library System l Siôn Romaine, University of Washingtonl Erik Still, Boeing Library Services