2009 iug conference overview arkiug spring meeting 2009 elaine contant university of arkansas –...

2009 IUG Conference Overview

ArkIUG Spring Meeting2009

Elaine ContantUniversity of Arkansas – Fayetteville

Heidi VixHenderson State University

Data and Database Clean UpJudith Clark•Bad data:

▫Invalid Codes ▫ Not indexed correctly ▫Invalid Fines ▫ Duplicate Entries

•Keep fixed, variable, and scoped data accurate

•Or you could have incorrect: ▫WebPAC displays ▫ Lists▫Statistical reports ▫ Records

Data and Database Clean UpJudith Clark•How to find bad data:

▫Search (Millennium Editor) Browse Beginning and Ending of Index

Ranges▫Create Lists

Material Code vs. I type No Order Date (causes display problems) Bib Records without a 245 (or ‘t’ tag)

▫Global Update Scan fields easily for obvious errors (text in

barcode field)

Data and Database Clean UpJudith Clark•More information can be found:

▫Cataloging Clean Up Projects http://csdirect.iii.com/documentation/catcleanprojects

.shtml

▫Global Update for Data Clean-Up Projects http://csdirect.iii.com/documentation/dbcleanglobup.s

html

▫Housekeeping in the Database http://csdirect.iii.com/documentation/housekeeping.sh

tml

IUG Clearinghouse ProgramJoe Reimers, Mark Strang

IUG Clearinghouse ProgramJoe Reimers, Mark Strang

•Still in Beta

•Easily Searchable

•Easy to Upload information

•Good supplement to Listserv and CS

Direct

•Provide Feedback

What’s New in Technical ServicesRice Majors•Remove individual files from Global Update

•Clear single headings report / authority

record

•Save view properties

•Save sort / export / list parameters

•Mandatory fields in patron/item records

•Validity checking of variable records

What’s New in Technical ServicesRice Majors

•Delete items by scanning barcode

•Serials – More frequency codes

•Increased number of boxes on checkin card•Show names of other accounting units for

ordering records on summary screen

•More characters on suggestion form

▫Make print out more user friendly*

What’s New in Technical ServicesRice Majors

•Message field for order records

•Browse feature for invoices – add invoice date

•Leverage FTP data from vendor record?

•Longer fund codes – include fiscal year

•Allow logins to be copied

•Allow numbers to be used in login initials

•Reorder the modes for a login

What’s New in Technical ServicesRice Majors• More INNOU Classes

▫2 hours

▫$200

▫Multiple people can come – even our Ark IUG

Group

• Special Services

▫Print template customization

▫Location code change service

▫Statistical category tables

ThanksElaine!

Playing with MatchesRichard V. Jackson

• Make regular expressions in Create Lists▫Character classes, Quantifiers, Grouping, Position

Indicators, and Escaping

•Period (or “dot”) matches any single character.▫Titles published in the United States

All US codes have “u” as the third character. = COUNTRY matches "..u"

•Matches any single character that is included in the class▫Notes containing the phrase “gray [or grey]

wolf [or wolves].” = NOTE matches "gr[ae]y wol[fv]"



• Negated character matches a single character not in

the class ^

▫ [^ ] Matches any character that is not a space

▫ [^0-9] Matches any character that is not a number

▫ [^av-z] Matches any character except a, v, w, x, y, z

▫Look for missing (or invalid) subfield codes 650 0 United States|xHistory|Civil War, 1861-1865|vAnecdotes.

= MARC TAG 650 matches "|[^avx-z]"

•Users Manual:▫#100672▫#101608

•http://conferences.innovativeusers.org/ ▫10 page Handout▫Slides from presentation


Electronic Resource Management Systems: Where is the Value?•Benefits for Staff

▫Problem Tracking ▫ Load E-journals in CAT

▫Project Management ▫ Timely Renewals▫Manage Workload ▫ Usage Statistics▫Ticklers at record level ▫ License information

•Benefits for Patrons▫Public Notes ▫ Cost Reduction▫Coverage/Holding Display ▫ Resource Advisory

Images from B&T • Content Café (reviews)

Electronic Resource Management Systems: Where is the Value?

•Long Term Objectives▫Support at Consortia Level▫Comprehensive Sources for all journal

statistics

•Still takes about a year to complete

Give Us Our Books BackJo-Ann Irace & Walter Komorowski

•It’s all about the books•53,770 items circulated to students last

year – we lost 61•4,302 items borrowed by students from

other libraries – 2 were not returned•How they do it:

▫Strict Loan Rules▫System procedures▫Personal intervention▫Lots of lists


• August▫ Load from People soft (includes class year)

• September▫ Firstyear students ID include barcode▫ 500 students linked in III

• January▫ “Statement of Charges” to all students one week

before Bursar transfer▫ Transfer charges to Bursar’s Office▫ Create list of graduating students▫ Insert expiration date (Tues before graduation) into

record


• April▫Review and update grad’s book and A/V loan rules▫Activate book rule six weeks before graduation

• May ▫Alert students of specific due date if graduating▫Send “Statement of Checked out books”

• June▫Update billed item records (see slide above)▫Transfer underclass charges to Bursar

• July▫Delete all graduating student records from system

•Start all over again!

•More Information:▫http://conferences.innovativeusers.org/


SCAT Tables: A guide for the perplexedGerald Russell & Jason Boland•Statistical CATegory• Provide useful data on:

▫Holdings▫Circulation▫Useful reports in combination (cross-tab) with

other data elements• Start with a database where all of the Call

Numbers are:▫ Accurate,▫ Internally consistent,▫ In the correct tags and sub-fields and▫ Indexed correctly

•CSDirect – Customer Information Resources –▫“Call Numbers, SCAT Tables, and Statistical

Reports on Call Numbers”

•5 very important sections:▫General Rules for best results▫Building an Effective SCAT Table▫Using the “Call Number Not in Table” File▫Testing the SCAT Table▫Troubleshooting the SCAT Table and

Statistical Report

SCAT Tables: A guide for the perplexedGerald Russell & Jason Boland

• CSDirect – ▫ “SCATs, Call Number Statistics, and Call Number

Searching FAQ”

• CSDirect – (page 101831) – ▫ “Group Call Numbers for Statistical Purposes”

• CSDirect – (page 101832) - ▫ “Call Number Normalization”

• CSDirect – ▫ “Getting Started with Millennium Statistics”▫ “Creating and Interpreting Reports in Millennium

Statistics”


•IUG 15 (2007) Presentation:▫“Everything you ever wanted to know

about SCATS from A – Z (000 – 999)▫Judith Clark – III

•IUG 16 (2008)▫“Data Cleanup: How to Find Bad Data and

How to Correct It and Why this is Important for the Health of Your System”

▫Judith Clark – III


• Run Stats over entire record range

• Do not have any overlaps in call #s

• Must be indexed as a call number (‘c’ not ‘y’)

• Rethink Prestamps, such as “Ref” and “DVD”

• Free Text difficulties

• Spend the time at the beginning getting it “right”

• Be prepared to clean up some data

• Test, test and test again


Information:

•Presentation information at:▫http://www.innovativeusers.org/

Spine Label Printing – Templates

Kathy Setter, Indianhead Library

Steven Heser, Milwaukee Co. Federated Libr System

Michael Monroy, Library Training Consultant - III

•Currently using Zebra Label Printer / landscape mode

Thermal with wax resin ribbons

Must calibrate for ribbon size / set as default

•Alignment is not constant – set to align @ bottom

•Use the “compile” – “build” – “compile” process

Spine Label Printing – Templates

(continued)

•Name your label files and use description box for clarity

•Users’ Template permissions – view / view preview*

•You can remove a label in ‘print preview’

•Queues do empty when you close session

•You use expression editor – not actually JAVA

•Change measure units to inches [or 72 pixels = 1”]

•Never start from scratch -download from existing

•Do not waste $50: Definitive Guide to iReport

•Diacritics has not been an issue

Spine Label Printing – Templates (continued)

•Use ‘ ’quotes within “ ”

•Print Preview will fail if there is an error in a label

•2010b upgrade includes ALL CIRC notices included

for iReport config

•Not all expressions are recognized by Millennium

-some expressions look correct but will not work

Pg107515 says you can add a field in iReport

… and you can …BUT Millennium cannot read

it!

Circulation Development UpdateEric Lackbee, Innovative

2009 A update expected in May

•Batch extension of Due Dates

•Not count as renewal & Not counted in Circ stats

•View without clearing hold shelf

•Can extend Pick up Date for items on hold shelf

•Can prevent paging slips from printing before

‘Not wanted before <date?’

Circulation Development UpdateEric Lackbee, Innovative

2009B update expected in Fall

•Recent search history – moves current MilCat

& MilAcq Into MilCirc

Item & Patron records w/have manditory field info

•III can turn on last 5 patrons in item records

•Print templates – ALL Circ notices

•Express Lane – on screen keyboard / use barcode input

•Bursar In / Out – secure FTP capability

Circulation Update (continued)

•Will display Patron message fields in a single pop-up

-window [stops multi pop-ups]

•Increases # of Location codes that may be associated

with Location Served entries

•CIRCA Shelf List – any device can use wireless in stacks

•Course Reserves – can place check-out item on reserve

Statistical ReportsJudith Clark, Info Resources & Training Coord

Innovative

Where does the data come from when you generate a report?

Millennium is not ‘real time’ reporting, it generates reports on existing data.

you should export your data when possibleit uses a license when creating a reportyou can schedule when you want reports to run

WebManagement is ‘real time’ reportingreports will go directly into a spreadsheet [default is Excel]

CS Direct for CoordinatorsBrenda Kliethermes

Mgr, Tech Support – Innovative

•Customer User Manuals are downloadable in WORD

-you can modify them

•Check your System Messages

•On-line tutorials are interactive

•Release 2009 [May] – View Service Requests will allow

you to look in closed files as well as open files

Trainers’ Forum•CS Direct: InnoUniversity

2 hr webinars

•Sessions are based on ‘new employee

module training’

•Sessions address all learning styles

•Take tutorials first – then ask questions

can download tutorials

•CS Direct -> Documentation -> User Manuals

• [Word format]

Server SecurityDaniel Ferrer – Central Michigan University

#1 Patron privacy: some states have laws that require you to inform patrons of any security breach

#2 Physical environment of the equipmentwater: flood & overhead sprinklersfire extinguishers: DuPont FE36 [is not powder]server room access: secure 24 / 7data: rule of 3 back up levels24 / 7 on call contact

#3 NO STICKY NOTES POSTED WITH PASSWORDS

Server Security (continued)

Guard against ‘man in the middle attack’Login names & parameters kept currentSet time out options where workstations are in open areaUse port scanning software [see IUG 15 session]

Case Study:What if State Police took your III server harddrive?

what steps do you take to inform patrons?what steps do you take to get another server?

budget issueswhat steps do you take to restore the system?

Server Security (continued)

Software only sites:Use current O/S; self-check securitySSL certificatesPerform vulnerability scansPlan for ‘hack attacks’Use port scanning software

[see IUG 15 session]

Digitalization w/ Millennium & CONTENT dm

Stuart Hunt, Data Svcs Mgr University of Warwick Library

Library goal: create an e-university on

17th / 18th Century French Plays

with cross collection searching, full text

searching, and the capability to integrate with

the current system [Innovative].


Issues:

•Bleed through when scanned

•Images were aged / written on

•Could not use OCR – old French


Actions:

Outsourced scanning to an institution that

already had high quality equipment

ABBY v.7 upgrade helped

Created multi-page .pdf documents to include

entire print source to the e-fileDecided to use CONTENT dm

Decided to put it on a local windows server


Process included:

Dublin Core Millennium

Marc Edit Undergrads did projects

CONTENT dm v.4 Connexion

Process is described in further detail

in their presentation.

IP and Network Changes : DNS made

SimpleRichard Paladino, Mgr : Install Svcs: Innovative

Domain Name System

•Hosts.db files are the “phone book” of the internet

•Allows branding, easier to remember

•Denotes institution / organization

•Users never have to change bookmarks, icons, etc.

•If you originate within the domain, don’t send users

out to come back in

•Apache webserver is on port 80 = leaner & meaner

transitioning / we can access our logs { \live logs }

•WAM, WEBPAC and licensed subscriptions require DNS

ENCORE ENCORE Reporter STATS can give you your most popular

titles; zipcode users map; and ARL STATS

•Has an actual O/S system for AirPAC iPhones

•Patron search parameters can be changed

•Keeps historical info [new database]

•Will eventually use SSO for sign-on

*Locks things down, what was changeable is not –

WebBridge can help a little with this situation

*Can break part of the system – they are currently

working on this; ask them to look at your system

before you employ [overheard in conversations]

IUG 2010Chicago, Illinois

Sheraton ChicagoMain Conference : Monday, April 19 – Wednesday, April 21

Pre-conference : Sunday, April 18

2009 iug conference overview arkiug spring meeting 2009 elaine contant university of arkansas –...

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