Innovative Users Group – ALA Midwinter 2010

    The midwinter IUG usually features a mixture of user presentations and Innovative updates. Read on for this year’s menu of goodies.

    Single Sign-On
    Jennifer Fritz
    Dartmouth College

    The Single Sign-On product requires an additional server that runs its own instance of Millennium. This implementation involves changing the hostname of the production server. Patrons point to the SSO server. Affiliated users without associated login credentials have to use the new server name.

    Server information has to be changed in in a number of locations:

    III manual URL
    Web Management Reports URL
    Self-check units
    Millennium client
    SSH client
    Anzio spine label printing
    Z39.50 connections
    URLs in the OPAC and library website had to be updated
    Blackboard

    Innopac functionality is absent on the SSO server.

    Sites cannot self-upgrade
    Sites cannot place the certificate on the server without assistance from III

    Some people do not want to be logged in as staff by default.

    This site is software-only, so their implementation required collaboration between the library, campus IT, and Innovative Interfaces.

    Implementing Encore at UNLV
    Kristen Costello
    University of Nevada, Las Vegas

    UNLV has a main branch as well as Architecture, Curriculum Materials, and Music branch libraries.

    The Innovative system is shared with UNLV, UNLV Law Library, College of Southern Nevada, and the Desert Research Institute.

    For a number of years UNLV bought essentially all III products when they became available. Encore was one of those purchases although they were not able to deploy it immediately.

    Encore is now the default search across the library website.

    Encore 3.0 includes hold pickup and due date alerts.

    Patron usability results

    Patrons used the search box like Google
    Facets weren’t obvious
    Email was fine, but text to phone was preferred
    Not clear how to return to Encore home page
    Intermingled shared institutions holdings confusing

    Encore Staff Survey Results

    Not overly enthusiastic – prefer classic catalog
    Problem finding specific items
    Want advanced search options
    Like facets

    Suggested improvements

    Allow or provide Javascripting add-ons
    Advanced search option
    View MARC display

    Statistics from facets are available through Google Analytics.

    Innovative Update
    Betsy Graham

    Release 2009B – 16 sites
    Release 2009A – 474 sites
    Release 2007 – 579 sites
    Release 2006 – 155 sites

    2009B will be a full Millennium release for many modules, but it won’t be available for another couple of months yet.

    Encore: integration, context, relevance
    Rice Majors

    Rice noted that he wanted to use the theme of "deep integration" as a common thread for his Encore presentation. He’ll be touching on several areas:

    Article integration
    Millennium integration
    Local content via harvesting
    Community engagement
    Widgets and more

    Deep Article Integration

    Article results now appear inline with other search results.
    There are new article facets for "limit to full text" or "limit to peer reviewed" – if this data is passed from the vendor.

    Deep Millennium Integration

    Leverage local MARC and Millennium ILS data for new kinds of searching and refining.

    Subject headings rendered as tag clouds make LCSH much more accessible to patron.

    New facets – course or professor if search results include course reserves.

    Integration of ERM so that patrons can see the various ways to access e-content.

    "Availability" facet will be available – example uses DVDs listed in the catalog. Patron may want to view only those items that are currently available for checkout.

    "Did you mean" suggestions appear. Example used – "Hary Poter and the Wizard’s Rock" yields a suggestion for Harry Potter and the Sorcerer’s Stone.

    Authority records appear in result content as well. Following the authority records yields a very clean result set for things such as scores, sound recordings, etc.

    Patron Record Integration

    Patron alerts appear for logged in users. Patrons can see indicators about upcoming due dates or hold shelf pickup alerts.

    Integrate local databases with Encore Harvesting Services

    Puts resources in the information flow of the users

    Lets patrons easily discover locally held content

    Data can be shared via harvesting by OAI-compliant aggregators

    Harvested records are interfiled with catalog results

    With Encore, the user doesn’t have to consider:

    What kinds of resources they prefer

    What kinds of resources the library may own or have access to

    How the library may organize its resources

    For example, Encore can search the Millennium server, CONTENTdm, institutional repository, and other servers simultaneously.

    Community participation: tags and tagging

    Flickr, del.icio.us, Amazon, etc.

    Added by users = folksonomy

    Encore lets users tag bibliographic and harvested records

    Encore uses subject headings to seed the tag pool

    This seed pool lets patrons complement the work done by librarians while still leaving authoritative tags created by experts

    Library of Congress & Flickr Commons

    Tagging projects build public engagement with the library

    Tags can add value by bridging formal and informal vocabularies. This also helps invest the community directly in the collection.

    September 2009

    59 Encore libraries are using ratings
    395,410 ratings so far – approximately 5,900 per library
    30 libraries with 1,000+ ratings

    22 Encore libraries using reviews
    12,342 reviews so far – approximately 411 per library
    6 libraries with 500+ reviews

    109 libraries using tags
    73,855 tags so far – approximately 486 per library
    16 libraries with 1,000+ tags

    January 2010

    65 Encore libraries are using ratings
    540,368 ratings so far – approximately 7,243 per library
    37 libraries with 1,000+ ratings

    22 Encore libraries using reviews
    12,734 reviews so far – approximately 411 per library
    6 libraries with 500+ reviews

    113 libraries using tags
    101,399 tags so far – approximately 646 per library
    20 libraries with 1,000+ tags

    In just a few months there were significant increases in the number of ratings and reviews in Encore libraries.

    Coming in Encore 4.0 – User Comments

    This idea grew out of the historical photograph collections where users can add value and context by telling a story about a record. This isn’t really a rating, review, or tag. It’s a true comment.

    Encore 4.0 will also have a passthrough search to WorldCat. This can be customized according to local preferences.

    Google Books integration will added in Encore 4.0 allowing patrons to search within the content of Google books.

    A Meebo chat widget will be available in Encore.

    In Encore 4.0, selected staff can promote specific titles to get higher rankings in search results. For example, a title search for Chemistry which retrieves 1950s textbooks shouldn’t necessarily put all of those at the top of the list. Librarians can promote certain titles so that they can receive higher rankings.

    These widgets (Meebo, Google books, etc.) will not automatically be added to the webpac because libraries can already do this for themselves. As a result, these are not targeted for webpac integration.

    Implementing Research Pro
    Richard Guajardo
    University of Houston, Texas

    Research Pro was rolled out in conjunction with the Encore release at University of Houston.

    When returning search results, Research Pro starts with the first resource to finish.

    Users can create custom lists of databases within their patron accounts.

    Libraries can choose five databases to be pulled into Encore search results.

    Digitization Projects on a Shoestring
    Aimee Fifarek

    Scottsdale Public Library, Arizona

    Scottsdale will use a photo of the week to solicit user comments to help further develop the metadata on their images.

    A lot of their digital library work has been funded by grant money. Much of the work has been done by volunteers.

    Scottsdale is using Content Pro as their digital library platform.

Advertisements

IUG 2009 – Release 2009 Development Update

Betsy Graham

Innovative Interfaces

 

DISCLAIMER: This is not a comprehensive list. These are the things that caught my attention as Betsy moved through the session.

 

Release 2009a out is in testing now and will be out in early June.

Release 2009b is expected in fall 2009.

 

Preliminary Enhancements Lists for both releases are now up on CS Direct.

 

Architectural changes to full system to enhance stability and data protection.

Over 250 maintenance updates.

Some product features.

 

Q. from audience – will there be a new client download?

A. Yes.

 

You do not have to go to release 2009a. You can wait until 2009b in the fall.

 

Notes for Release 2009a  – Product Features

 

Program registration

No conflict room booking

E-mail reminders

New calendar look

Announcements

Program images

 

Research Pro

Integrated sign-on with WebPAC Pro and Encore

2.0 Connectors

 

Express Lane 2009a Product Features

Patron message display

Alternate ID

Zip code suppression

Fast renew

User interface upgrade

 

Millennium circulation

Can now show the last four patrons instead of just the last one.

 

AirPAC for iPhone

Looks very good. iPhone native look.

 

My Account Web Services API

Position library account in a portal

Checked out items

Holds

Fines

Bookings

Read-only access to patron data

 

API will require library-side programming.

 

Notes for Release 2009b

 

Acquisitions

Add monographic claims to print templates

15 character fund codes

 

Cataloging

Allow removing a record from a review file without having to leave Global Update

 

Circulation

Add circulation notices to print templates

Allowed checked out materials to be added to course reserve lists

Batch extensions of due dates for missed bookmobile stops

Check for conflicts when using repeated bookings

Check-in an item without triggering a local hold (derived from "check in damaged" request)

Circa can do shelflist comparison.

Working on adding a component for RFID and non-RFID sites.

Process PC Transactions is moving into Millennium.

 

Electronic Resource Management

Link license reocrd to multiple resource records

Cost per use for manually imported counter-compliant data

 

General/Systems

Patron records can have mandatory fields

Patron records can use validity checking (can’t save e-mail address without @ symbol, can’t save telephone number unless it is 10 digits long, etc.)

 

Logins can be copied (big applause from audience)

Numbers can be used in "initials"

There will be a manager controlled option to reorder/modes on left-hand navigation

 

Serials

Additional templates for card creation to cover irregular but frequently used patterns.

 

WebPAC Pro

PayPal is supported as an e-commerce option.

Working on a better workflow in My Lists function.

Every webPAC page will have a printer-friendly link.

Sort reading history

Display loan period for course reserves

 

WebPAC Pro Feed Builder

Users can subscribe to a feed based on a search query

It will be possibly to manually start a feed.

If a feed includes a link to an external source, the proxy will be able to rewrite it.

 

New Products for 2009b

SMS alerts for US users

Volume holds

Content Pro

Encore Reporter

 

Q. from audience. Will Encore Reporter require another server?

A. Yes. It will. Encore uses a different set of technologies. Tried to design the service so that the main OPAC server wouldn’t take a performance hit.

IUG 2009 – Some Secrets of Successful Scripting and Statistics

Harvey Hahn

Arlington Heights Memorial Library

 

Another really good session. Lot’s of detailed work here. Grab Harvey’s presentation materials.

 

Script imitates what a person would perform. The script performs a series of Windows actions that often involve entering, modifying, or deleting data.

 

Dumb scripting cannot respond to what appears on the screen.

Smart scripting can read the data on the screen and can react to screen behavior "intelligently".

 

Scripting considerations

A script can send keystrokes faster than Windows can process them

Programmers need to insert delays after Send commands to permit Windows to catch up

The delay value should be at least 2/10ths of a second

 

Millennium scripting tip

If there is a keyboard shortcut available, USE IT before trying mouse clicks. Keyboard shortcuts are the easiest and most reliable.

 

A script must wait until a given window is ready for action.

It might also need to check for the possible appearance of an optional window.

Watch out for surprise windows with error messages.

 

If you can highlight it you can read it. If you can’t highlight it, you cannot.

 

The standard way of getting data off the screen is by highlighting it and copying it.

It’s standard practice to clear the clipboard before copying any data to it.

IUG 2009 – Circulation Development Updates

Eric Leckbee

Innovative Interfaces

 

Release 2009 will be released in two segments: r2009a and r2009b

r2009a will be available soon, r2009b will be available in the fall

 

It looks like there will be a lot of circulation updates in the next release. Here are some of my faves.

 

When an item is renewed in the webpac, it is renewed under the statistics group of that particular webpac login. With the enhancement, the renewal will take place under the statistics group of the original circulating terminal.

 

All patron message fields will be displayed in a single popup.

Batch checkin will be available in millcirc.

The ability to process offline files will be added to millcirc.

 

All items associated with a Locations Served will be placed on a single circ notice.

 

All notice types can be customized under the new release.

Separate formats will be allowed for e-mail and print notices.

 

Mandatory fields!

There will be an option to require the existence of a particular variable field. WOOT! Here ya go, Robbie!

 

There will also be an option to require a variable field to pass a validity check, for example checking an e-mail address field for the character.

 

Circa

III’s wireless circulation tool. This will work on any device that has a web browser.

It provides: inventory control, check-out/check-in, count internal use, rapid update, shelflist

Display will only show the modules for which a user is authorized.

From the description it sounds like Circa’s power is really unleashed if you have RFID. Under this model, a user can scan the beginning item in a range, scan the ending item in a range, then run an RFID wand along the selected range. No pulling of books off the shelf! No scanning of barcodes!

 

SMS alerts

Hold pickup alerts via SMS

Alerts are sent at library specified intervals

Library specific text

Library specified time sent intervals

This service is hosted by III – the library subscribes with III.

This is a patron opt-in service.

 

Eric Leckbee

Innovative Interfaces

 

Release 2009 will be released in two segments: r2009a and r2009b

r2009a will be available soon, r2009b will be available in the fall

 

It looks like there will be a lot of circulation updates in the next release. Here are some of my faves.

 

When an item is renewed in the webpac, it is renewed under the statistics group of that particular webpac login. With the enhancement, the renewal will take place under the statistics group of the original circulating terminal.

 

All patron message fields will be displayed in a single popup.

Batch checkin will be available in millcirc.

The ability to process offline files will be added to millcirc.

 

All items associated with a Locations Served will be placed on a single circ notice.

 

All notice types can be customized under the new release.

Separate formats will be allowed for e-mail and print notices.

 

Mandatory fields!

There will be an option to require the existence of a particular variable field. WOOT! Here ya go, Robbie!

 

There will also be an option to require a variable field to pass a validity check, for example checking an e-mail address field for the character.

 

Circa

III’s wireless circulation tool. This will work on any device that has a web browser.

It provides: inventory control, check-out/check-in, count internal use, rapid update, shelflist

Display will only show the modules for which a user is authorized.

From the description it sounds like Circa’s power is really unleashed if you have RFID. Under this model, a user can scan the beginning item in a range, scan the ending item in a range, then run an RFID wand along the selected range. No pulling of books off the shelf! No scanning of barcodes!

 

SMS alerts

Hold pickup alerts via SMS

Alerts are sent at library specified intervals

Library specific text

Library specified time sent intervals

This service is hosted by III – the library subscribes with III.

This is a patron opt-in service.

IUG 2009 – Robots-Crawlers-Spiders – Automated Searches and Your WebPAC

Mark Welge

Innovative Interfaces

 

Robots can cause increased load on the public catalog.

The crawer tries to follow every link embedded in catalog pages.

The creawlers send search requests at very high volume and speed.

 

Robots exclusion protocol – depend on voluntary cooperation on the part of search engine providers.

 

Robots.txt

Read from directory above "/screens"

Publicly viewable

Might be ignored by an ill-behaved crawler

 

This file is publicly viewable, but it is not directly controllable or configurable by the library.

 

Innovative’s Strategy with Robots.txt

Allow access to mainmenu.html

Give legitimate search engines a chance to index the main page of catalog

Update robots.txt file with software releases

Extend blocking to new command links

 

http://my.library.edu/robots.txt

 

Robots.txt allows Googlebot for google Scholar. This allows crawling of both / and /screens.

 

Recognizing a problem with crawlers

System slowness

Numerous searches submitted from an "outside" IP address

In a very short time span

In systematic patterns not typical of human users

 

Check "non-local access attempts allowed" through the character-based interface.

 

http://www/.hostip.info

 

If an IP lookup on an address returns something suspicious, add an entry to the http access table and set the access value to no.

 

Usage analysis in Release 2007

Apache server

Layer in front of WebPAC

Logging of search activity

Available a zip file 1 day later

Downloadable for analysis with 3rd-party tools

These logs are maintained fror 30 days

 

Retrieval of "robots.txt" by well-behaved crawlers will be posted to this log.

 

Searching for apache in the list of process

Restart terminal menu

Show all, Limit by httpd

IUG 2009 – Millennium and XML – Repurposing and Customizing Catalog Metadata

Dao Rong Gong

Lucas Mak

Michigan State University

 

As a quick note to self, this looks like it could be very useful for a pending project I have in mind. Can’t wait to get my hands on the conference presentation handout.

 

Innovative uses its own type of XML data. This can be retrieved through HTTP queries.

 

The data arrangement is based on MARC fields, but MARC fields and their subfield are siblings.

Two types of XML records that can be retrieved from Millennium: Brief records and full records

 

The Millennium System and XML

Encore has built-in functionality that allows it to harvest OAI-compliant services.

 

XSLT

Manipulation of XML documents by creating a new document based on

 

XSLT uses Xpath expressions to select/filter the data node

 

Sunday School books collection

Needed to batch load records into Content Pro. Original data source is based on MARC.

 

One option is to create a list of records as a review file. Records could then be converted to Qualified Dublin Core using MarcEdit.

 

Used an HTTP query to request the Innovative XML. Then turned that into Qualified Dublin Core with XSLT.

 

Issued with Converting Innovative XML Data

 

Data is structured differently from MARC21 XML

Availability of existing "Innovative XML to DC/QDC" XSLT?

 

Not optimized for data manipulation

Complications in data selection

Selection of data node by matching criteria against values in individual elements

A series of matching may be needed just to be able to select one node

IUG 2009 – Encore Implementation – One Academic Library’s Experience

Christopher Brown, Elizabeth Meagher, Sandra Macke

Penrose Library, University of Denver

 

This library didn’t do any advance publicity in advance of their Encore deployment. They just turned it on and let it run. There was only one complaint from a single faculty member.

 

With this approach they felt that the system was intuitive enough that patrons would just "get it," and that has proven to be the case.

 

Professors can use community tagging as a way to create virtual reserves.

 

The library selected keyword searching as the starting point for several reasons.

More Google-like

Works quite well for known-item searching

Is much faster than regular catalog

Has no limits to result set (traditional opac maxes out at 32,000 results)

 

During the implementation, they found that serials appear at the top of the results sets. This library considers this an added bonus to Encore.

 

The library hope to make their catalog become the ultimate reference tool for their institution. Along with this, they have a goal to make the searching the OPAC at least as easy as browsing the reference shelves.

 

The library currently has about 250 tags created through the community tagging system.

 

The library rolled out what was a fairly canned implementation of Encore. After rolling out, they began revising the catalog based on input rolling in from students and reference librarians.

 

Encore also helped reveal things relevant to database maintenance. For example, when a feature film showed up with a 3-D object facet, this threw up a red flag that something was wrong. When you’re skimming through records and facets, you can look for the things where only one item appears. Surprisingly, this helps problems bubble to the surface so that they can be found and corrected.

 

An audience question led to a reiteration of the point that the Penrose Library just put this out there. They bought it, turned it on, and let the public have at it. From Christopher: "Customers today understand that. Google does this all the time. They put something out there, and if it breaks, it breaks. We did it that way, and I would do it again."

 

"The first day out of the box it’s pretty good. Then you just tweak it."

 

Encore cannot handle all of the JavaScript enhancements that are possible in the traditional catalog.