Transcript IUG 2009 - Arkansas Innovative Users Group

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
▫ Invalid Fines
▫ Not indexed correctly
▫ Duplicate Entries
• Keep fixed, variable, and scoped data accurate
• Or you could have incorrect:
▫ WebPAC displays
▫ Statistical reports
▫ Lists
▫ Records
Data and Database Clean Up
Judith 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 Up
Judith 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
IUG Clearinghouse Program
Joe Reimers, Mark Strang
IUG Clearinghouse Program
Joe 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 Services
Rice 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 Services
Rice 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 Services
Rice 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 Services
Rice Majors
• More INNOU Classes
▫ 2 hours
▫ $200
Thanks
Elaine!
▫ Multiple people can come – even our Ark IUG Group
• Special Services
▫ Print template customization
▫ Location code change service
▫ Statistical category tables
Playing with Matches
Richard V. Jackson
• Make regular expressions in Create Lists
▫ Character classes, Quantifiers, Grouping, Position
Indicators, and Escaping
Playing with Matches
Richard 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]"
Playing with Matches
Richard 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]"
Playing with Matches
Richard V. Jackson
• 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
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Problem Tracking
Project Management
Manage Workload
Ticklers at record level
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Load E-journals in CAT
Timely Renewals
Usage Statistics
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 Back
Jo-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:
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Strict Loan Rules
System procedures
Personal intervention
Lots of lists
Give Us Our Books Back
Jo-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
Give Us Our Books Back
Jo-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
Give Us Our Books Back
Jo-Ann Irace & Walter Komorowski
• Start all over again!
• More Information:
▫ http://conferences.innovativeusers.org/
SCAT Tables: A guide for the perplexed
Gerald 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:
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Accurate,
Internally consistent,
In the correct tags and sub-fields and
Indexed correctly
SCAT Tables: A guide for the perplexed
Gerald Russell & Jason Boland
• CSDirect – Customer Information Resources –
▫ “Call Numbers, SCAT Tables, and Statistical
Reports on Call Numbers”
• 5 very important sections:
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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 perplexed
Gerald 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”
SCAT Tables: A guide for the perplexed
Gerald 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
SCAT Tables: A guide for the perplexed
Gerald 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
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 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?’
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
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 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]
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
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 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
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?
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]
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].
Digitalization w/ Millennium
& CONTENT dm
Issues:
•Bleed through when scanned
•Images were aged / written on
•Could not use OCR – old French
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
Digitalization w/ Millennium
& CONTENT dm
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 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
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
IUG 2010
Chicago, Illinois
Sheraton Chicago
Main Conference : Monday, April 19 – Wednesday, April 21
Pre-conference : Sunday, April 18