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2009 IUG Conference Overview ArkIUG Spring Meeting 2009

2009 IUG Conference Overview ArkIUG Spring Meeting 2009. Elaine Contant University of Arkansas – Fayetteville Heidi Vix Henderson State University. Data and Database Clean Up Judith Clark. Bad data: Invalid Codes ▫ Not indexed correctly Invalid Fines ▫ Duplicate Entries

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2009 IUG Conference Overview ArkIUG Spring Meeting 2009

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  1. 2009 IUG Conference OverviewArkIUG Spring Meeting2009 Elaine Contant University of Arkansas – Fayetteville Heidi Vix Henderson State University

  2. 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

  3. 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)

  4. 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.shtml • Housekeeping in the Database • http://csdirect.iii.com/documentation/housekeeping.shtml

  5. IUG Clearinghouse ProgramJoe Reimers, Mark Strang

  6. IUG Clearinghouse ProgramJoe Reimers, Mark Strang • Still in Beta • Easily Searchable • Easy to Upload information • Good supplement to Listserv and CS Direct • Provide Feedback

  7. 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

  8. 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*

  9. 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

  10. 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 Thanks Elaine!

  11. Playing with MatchesRichard V. Jackson • Make regular expressions in Create Lists • Character classes, Quantifiers, Grouping, Position Indicators, and Escaping

  12. Playing with MatchesRichard V. Jackson • 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]"

  13. Playing with MatchesRichard V. Jackson • 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]"

  14. Playing with MatchesRichard V. Jackson • Users Manual: • #100672 • #101608 • http://conferences.innovativeusers.org/ • 10 page Handout • Slides from presentation

  15. 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)

  16. 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

  17. 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

  18. Give Us Our Books BackJo-Ann Irace & Walter Komorowski • 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

  19. Give Us Our Books BackJo-Ann Irace & Walter Komorowski • 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

  20. Give Us Our Books BackJo-Ann Irace & Walter Komorowski • Start all over again! • More Information: • http://conferences.innovativeusers.org/

  21. 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

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

  23. 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”

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

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

  26. Information: • Presentation information at: • http://www.innovativeusers.org/

  27. 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

  28. 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

  29. 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 iReportconfig • 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!

  30. Circulation Development Update • Eric 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?’

  31. Circulation Development Update • Eric 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

  32. 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

  33. Statistical Reports Judith 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 possible it uses a license when creating a report you can schedule when you want reports to run WebManagement is ‘real time’ reporting reports will go directly into a spreadsheet [default is Excel]

  34. CS Direct for Coordinators • Brenda 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

  35. 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]

  36. Server Security Daniel 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 equipment water: flood & overhead sprinklers fire extinguishers: DuPont FE36 [is not powder] server room access: secure 24 / 7 data: rule of 3 back up levels 24 / 7 on call contact #3 NO STICKY NOTES POSTED WITH PASSWORDS

  37. Server Security (continued) Guard against ‘man in the middle attack’ Login names & parameters kept current Set time out options where workstations are in open area Use 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 issues what steps do you take to restore the system?

  38. Server Security (continued) Software only sites: Use current O/S; self-check security SSL certificates Perform vulnerability scans Plan for ‘hack attacks’ Use port scanning software [see IUG 15 session]

  39. 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].

  40. Digitalization w/ Millennium & CONTENT dm Issues: Bleed through when scanned Images were aged / written on Could not use OCR – old French

  41. Digitalization w/ Millennium & CONTENT dm 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-file Decided to use CONTENT dm Decided to put it on a local windows server

  42. Digitalization w/ Millennium & CONTENT dm Process included: Double Core Millennium Marc Edit Undergrads did projects CONTENT dm v.4 Connexion Process is described in further detail in their presentation.

  43. IP and Network Changes : DNS made Simple • Richard 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

  44. ENCORE • ENCORE Reporter STATS can give you your most popular titles; zipcode users map; and ARL STATS • Has an actual O/S system for AirPACiPhones • 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]

  45. IUG 2010 Chicago, Illinois Sheraton Chicago Main Conference: Monday, April 19 – Wednesday, April 21 Pre-conference : Sunday, April 18

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