Fourteenth Annual Northwest Innovative Users Group Conference University of Portland

October 16-17, 2008

 

 

Thursday – Registration opens at 8:15 am – Buckley Center Lobby

– Refreshments Courtesy of Innovative Interfaces, Inc.

 

 

9:00 – 9:15 a.m. – Welcome and Introductions                      Buckley Center Auditorium

Sion Romaine, NWIUG Chair, University of Washington

 

9:15 – 9:30 a.m. – IUG Membership                                           Buckley Center Auditorium

Janet Crum, Oregon Health & Science University Libraries

 

9:30 – 10:30 a.m. – Keynote                                                        Buckley Center Auditorium

III Corporate Update and Thoughts for the Future

Betsy Graham, Innovative Interfaces, Inc., Vice President for Product Management

 

Times they are definitely a-changing … for libraries and for the vendors of integrated library systems.  Innovative is changing too – changing how we do development to meet the requirements of today.  Millennium and Encore are well poised to support libraries as they move further and further into the digital age – pulling books and DVD’s right along with them!  Strong partnerships with libraries are at the core of our new process.

10:30 – 10:45 a.m. – Break (Migrate to Franz Hall)                                        Franz Lobby

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

Product Highlight: Encore 2.0 and Beyond                                                                                   Franz 015

Maruta Skujina, Customer Sales, Innovative Interfaces, Inc.                                                                    

 

A closer look at current customer installations and Encore 2.0 developments and enhancements.

 

Circulation Forum                                                                                                                                               Franz 026

Moderator:  Karen Kunz, Oregon Institute of Technology

 

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

 

WebOPAC Maintenance Forum                                                                                                                      Franz 206             

Moderator: Doris Munson, Eastern Washington University

 

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

 

Archiving Order Records in MS Access                                                                                                       Franz 214

Kirsti Thomas, St. Martin’s University

 

Order records cost money.  What do you do when you don't want to/can't afford to buy new order records but don't want to lose the information in existing order records?  One small academic library developed a method of archiving data from the order records in an MS Access relational database.  This keeps the data accessible and searchable, but clears up space for new order records in your local system.  The presentation will include an overview of how relational databases are structured, a detailed explanation of the steps needed to move data from III into Access, and hints on dealing with problems that may crop up. The presentation is geared toward the individual who is comfortable with technology, but doesn't necessarily have a programming or systems background.

 

So You've Got the ERM Module, Now What?                                                                                                Franz 223

Diane Carroll, Washington State University Libraries & Wendy Stewart, Portland State University

 

This program offers guidance in setting up and populating fields in Innovative's ERM module with specific focus on the license record. What fields can you define and how should you define them? How many ways are there to define archival access? Diane Carroll of WSU and Wendy Stewart of PSU will offer their expertise and help you get a grip on Electronic Resource Management in III.
Additional Documents: Contact fields License fields Resource fields

 

Let’s Not Table This Load                                                                                                                 Franz 231

Michaela Brenner and Tom Larsen, Portland State University

 

This presentation is intended for everybody in the library who is not sure what a load table is and what it can do. We will give you examples and hopefully some new ideas to make your or somebody else’s life easier, more exciting, more fun. Warning: Can be addictive.

 

 

Lunch and Birds-of-a-Feather Gatherings

11:45 a.m. – 12:45 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. 

 

Return to Buckley Center Auditorium for Keynote

 

12:45 – 1:45 p.m. – Keynote                                                        Buckley Center Auditorium

 

The Future of Libraries Within the Pacific Northwest:  5 Things That I Think I Think.

Terry Reese, Oregon State University  

 

Libraries within the Pacific Northwest face a number of unique challenges and have a number of unique opportunities as they build services for the 21st century.  This keynote will attempt to weave together 5 topics that the presenter believes to be particularly important to our area, including a discussion of the growing digital divide and the growing need of service consolidation within the region. 

 

1:45 – 2:00 p.m. – Break (Migrate to Franz Hall)

 

2:00 – 3:00 p.m.Session II (Choose One)

 

Release 2007 – Release 2008??                                                                                                                    Franz 015

Betsy Graham, Innovative Interfaces, Inc., Vice President for Product Management                                                                          

 

Where are we and what’s coming next.

 

Acquisitions Forum                                                                                                                                           Franz 026

Moderator: Jeff Ring, Portland Community College-Sylvania Campus

 

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

 

Introduction to Link Resolvers                                                                                                                        Franz 206

Doris Munson, Eastern Washington University

 

Link resolvers allow the patron to go from an article citation in one vendor's database to the full-text of the article in another vendor's database.  This presentation demonstrates and explains how link resolvers work.  It also gives examples of data problems that prevent link resolvers from working correctly.  The presenter uses WebBridge but the principles apply to all link resolvers.

 

Google Analytics - What it can do for you?                                                                                  Franz 214

Sara Amato, Bowdoin College & Bill Kelm, Willamette University

 

This session will provide an overview of using Google Analytics with the WebPac, including setup and interpretation of resulting statistics.  Come see it in action on two university catalogs, and some of the surprises it revealed.

 

Developing an ERM Overview training program: Helping selectors find the information                Franz 223

they need about electronic resources

Hana Levay, University of Washington Libraries

 

Do you frequently get asked questions such as “How much did my fund pay for this resource last year?” and “Is this resource available for course packs?” Now that you have Innovative’s ERM module and filled it with information on electronic resources and license terms, you would like the library staff to be able to use it to answer some of their questions. This session will show how a team at the University of Washington designed a training program aimed to help selectors use ERM find the information they need.

 

Cataloging Forum                                                                                                                                               Franz 231

Moderator:  Carla Pealer, Oregon Health & Science University

 

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

 

3:00 – 3:15 p.m. – Break

 

Session III (Choose One) 3:15 – 4:15 p.m.

 

Product Highlight: Content Pro                                                                                                                       Franz 015

Betsy Graham & Maruta Skujina, Innovative Interfaces, Inc.                                                    

 

An introduction.

 

(Session III Continued on Next Page)

 

Systems Forum                                                                                                                                                  Franz 026

Moderator:  Sue Boggs, University of Puget Sound

Participatory session for systems folks to share ideas, ask questions, and discuss issues of interest. One possible topic is creating a list of things to check after a server crash or system upgrade. See http://innovativeusers.org/list/archives/2005/msg03118.html for facilitator Sue Boggs' experience where this would have been handy.

WebBridge External Link Resolver Basics                                                                                                  Franz 206

Doris Munson, Eastern Washington University

 

This session covers the basics of using WebBridge as an external link resolver.  It will give an overview of terminology, how the different parts of WebBridge work together, what the coverage database is and how it works, and how to set up origin and resources definitions.  This builds on what is covered in the "Introduction to Link Resolvers" session.

 

Enhance your record display with external tools and content                                                               Franz 214             

Doug Eriksen, Seattle University & Tina Ching, Seattle University School of Law

 

Yahoo!, Google, OCLC and the Library of Congress (among others) want your OPAC to be better looking, more useful and more interesting. With a little JavaScript and a couple of custom wwwoptions you can take advantage of published APIs, easily constructed URLs and the surprising power of <!--{toplogo}--> and <!--{botlogo}--> to enhance your record display pages in ways that will thrill your users and librarians. Add links to formatted citations, title history, other editions, search inside the book, cover images, one-click export to reference managers, and connect to social networking tools.

 

Usage statistics and ERM                                                                                                                          Franz 223             

Hana Levay, University of Washington Libraries

 

With the advent of the SUSHI protocol, it is now possible to easily integrate usage statistics into ERM. We will look at how to implement SUSHI in III ERM to automatically import usage data, what kinds of usage reports are generated through ERM, and how cost per use is calculated within ERM. We will also explore how usage statistics can be integrated into a collection assessment database using Microsoft Access, including reports from ScholarlyStats and Eigenfactor values.

 

Making Floating Collections Work                                                                                                 Franz 231

John Goodyear & Jennifer Steward, Multnomah County Public Library

 

Multnomah County Library uses the Millennium Floating Collections product to cut down on the time that material spends in transit back to its owning location.  We will discuss and illustrate the process and the rationale for how and why we do this.

 

4:15 – 5:15 p.m.  Reception – University Commons

Visit with representatives from III and your colleagues!

 

 

Friday – Registration opens at 8:15 a.m. – Buckley Center Auditorium Lobby

 

9:00 – 10:00 a.m. – Plenary Session                                                 Buckley Center Auditorium 

 

Advanced Create Lists - Getting More From A Great Tool

Bob Thomas, Western Washington University Libraries

 

There are a lot more things you can do with Create Lists. In this session we'll look at some advanced search techniques, including regular expressions; using Create Lists with external tools like MarcEdit, Excel, and Connexion; and unusual tasks like creating a review file for the items on a book truck or deleting authority records you receive in a file.
Additional Documents: Create List Script

 

Break:  10:00 – 10:15 a.m.  (Migrate to Franz Hall)

 

Session IV (Choose One) 10:15 – 11:15 a.m.

 

Express Lane and Circa                                                                                                                                   Franz 015

Betsy Graham & Maruta Skujina, Innovative Interfaces, Inc.                                                                    

 

Express Lane and Circa -- mix these products with RFID, add the Item Status API and you have a cost effective, robust, fully functional solution.  Circulation for the new century!

 

Serials Forum                                                                                                                                                      Franz 026

Moderator:  Linda Pitts, University of Washington Libraries

 

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

 

(Session IV Continued on Next Page)

 

WebBridge Strategies, Tips, and Tricks                                                                                                      Franz 206

Erik Still, The Boeing Company

 

Have you already started your WebBridge implementation, but are concerned about keeping organized, or are overwhelmed by all of the possibilities? The presenter will share strategies and tips to help you stay organized and focused. Since Millennium provides multiple mechanisms (MARC 856 field, ERM coverage data) for displaying links, the presenter will provide guidelines for choosing WebBridge to provide these links and also present his favorite tricks: making the WebBridge button appear on your OPAC when the search result is "No Entries Found"; exporting statistics to generate a graphical display that indicates resource popularity; and more! For intermediate and advanced WebBridge users.

 

Crunching Circulation Statistics, Spitting out Spending Priorities                                                        Franz 214

Kathleen Carlisle Fountain, Washington State University, Vancouver

 

In small libraries, the value of its book collection is marked by its use. High use equals high value. This session will describe how to undertake a “use factor analysis” that measures circulation statistics against the size of the collection. Attendees will learn how to use III circulation reports, create lists, and SCAT tables to determine how intensely their collection is used. The development of subsequent collection management priorities to improve use statistics will be discussed. An initial study at WSU Vancouver will offer lessons for study design.
Additional materials: Forumlas, results, references

 

Getting started with print templates                                                                                                             Franz 223

Janet Crum & Carla Pealer, Oregon Health & Science University

 

Print Templates, a new feature in Release 2007, allow libraries to customize some printed materials generated from Millennium, such as spine labels, purchase orders, and routing lists.  In this presentation, we will introduce print

templates and show you how to get started, including configuring your system, doing simple customizations in iReports, and using your templates to generate output.

 

 

11:15 – 11:30 a.m. – Break

                       

Session V (Choose One) 11:30 a.m. – 12:30 p.m.

 

Program Registration                                                                                                                                       Franz 015

Maruta Skujina, Customer Sales, Innovative Interfaces, Inc.                                                                    

 

New features and successful implementations.

 

Global Thinking                                                                                                                                                   Franz 026

Janet Snowhill, CCRLS

 

Use Global Update to improve your database...or just to know what's in it. Will include time for sharing and brainstorming new uses for this powerful tool.

 

Automating Millennium with macros                                                                                                            Franz 206

Terry Reese, Oregon State University  

 

This presentation will look at ways that III users can automate their Millennium applications using third party macro programs like AutoIt.  This presentation will discuss how these programs work, limitations, syntax and simple examples

 

Under-spent but Overwhelmed: (Re)Discovering your budget's bottom line with                             Franz 214

Millennium Acquisitions

Doug Yancey, Salem Public Library

 

Shortly after migrating to Millennium in December 2004, Salem Public Library implemented its acquisitions functionality, having previously used no formal acquisitions system.  This presentation will provide new and/or prospective users with an overview of the challenges, surprises and benefits which have characterized library acquisitions workflow in that time.  Users already well-versed in the use of this product are encouraged to attend, offering their own insights and experiences.

 

Using "Checker" to monitor Serials Solutions data                                                                 Franz 223

Sue Boggs, University of Puget Sound

 

At the 2007 IUG conference, Lingnan University Library presented their "Checker" program. It compares one month's Serials Solutions "Data on Demand" list to another and alerts staff to changes in title, ISSN, provider or coverage dates. UPS found the program needed to be edited some to work at their site. The edited version will be provided and discussed. Attendees may want to look up the 2007 presentation at the IUG web site prior to the conference.
Additional Materials: Checker Procedure Edited Checker Program VBA Create VBA Code

 

NWIUG Steering Committee

Siôn Romaine, Chair, University of Washington l Debbie Hackleman, Past Chair, Oregon State University

l Carolyn Connolly, Local Arrangements, University of Portland  l  Karen Kunz, Registration, Oregon Institute of Technology l Gary Payne, Web Master, Skagit Valley College l Hana Levay, University of Washington l Janet Crum, Oregon Health & Science University l Greg Nelson, Chemeketa Community College l Doris Munson, Eastern Washington University