North West III User's Group

Tenth Annual Northwest Innovative Users Group Conference

University of Portland

October 19-20, 2004

Betsy Graham , Vice President of Product Development, Innovative Interfaces, Inc.

Wireless solutions – Freedom From the Desk! Franz Hall #26 Lynne Branche-Brown & Mary Chevreau, Customer Sales, Innovative Interfaces, Inc.

Innovative will demonstrate its new wireless products – AirPAC, a wireless solution for searching the catalog, and the Wireless Workstation, the latest technology for performing real-time, at-the-shelf inventory, and real-time Circulation – all using handheld devices!

Right on the MARC: Basics of MARC Holdings Format in Millennium Serials Franz Hall #206 Jian Wang, Portland State University

This workshop is aimed at those considering converting current serial holdings data from free text into the MARC holdings format, or those simply wishing to establish a foothold with MARC. Attendees will learn the basics of the MARC 21 Holdings Format within Millennium Serials. Examples are provided to illustrate a variety of scenarios.

Database Maintenance 101 Franz Hall #214 Shirley Lincicum, Western Oregon University

This session will discuss approaches to tackling database maintenance and clean-up tasks using various features of the Innovative Interfaces system, such as Create lists, Headings reports, Statistical reports, Rapid update, and Global update. The presentation will discuss system configuration options and considerations, strategies for identifying and gathering problematic records, and capabilities and limitations of the various Innovative features. The focus will be on tasks that can be accomplished without exporting data from the system. Attendees are encouraged to come prepared to share questions, examples, and/or challenges they've faced.

CSS Buttons and Switching Style Sheets in Your OPAC Franz Hall #223 Karen Straube, George Fox University

Style sheets, javascripts, wwwoptions, static and dynamic webpages - this session will show how to get them to work together in the system to allow for CSS buttons and style sheet switchers. Integrating a style sheet switcher in the III OPAC (either for cosmetic reasons, i.e. changing color schemes, or for reasons of necessity, i.e. to optimize the OPAC for different browsers) is a challenge. Add to that the desire to use CSS buttons (no more creating endless gif buttons!) and it becomes even more confusing. It's easy enough for a static webpage, but how to incorporate it into the dynamic screens? And how do the wwwoptions fit into the mix? It can be done! In this session I'll share what I have learned and show the result - George Fox University 's OPAC. (Advanced audience: A general knowledge of html, style sheets and wwwoptions would be beneficial. Examples of GFU’s wwwoption file, style sheets, and the javascripts that allow it all to work will be provided.)

CSDirect’s evolution as it becomes your most effective communication, troubleshooting, and training tool.

System Changes: What Innovative Can Do to Fine Tune Your Millennium System Franz Hall #15

Steve Bade, Systems Librarian, Customer Service Dept., Innovative Interfaces, Inc.

This session will be an overview of the settings that can be customized on your system, but that are changes that need to be made by Innovative staff.

A discussion of many of the features of Millennium in general and Millennium Serials specifically that can help streamline serials work. This presentation will feature specific examples and demonstrations of these tips and tricks in action.

Millennium Holds Management features couldn't be easier to use. Or could they? This program will be a discussion of Millennium Silver new Holds Features as well as the basics of placing, receiving and manipulating holds in Millennium. There will be tips on how to utilize all the features of Millennium Holds Management to make local holds, multi-agency holds and Summit holds simple. There will be a discussion of basic, effective daily and weekly hold workflow and how some simple maintenance and information can keep items on hold moving in the right direction.

Playing with “Matches”: Using Regular Expressions to Light Up Create Lists Franz Hall #214

Create Lists is more powerful than you thought. Using “matches, you can bring the power of regular expressions to your searches. This underutilized and sophisticated tool can find patterns of data that cannot be isolated any other way. This presentation will explain regular expression syntax and provide numerous practical examples. The focus will be on database maintenance, but applications to other functions will also be demonstrated. This program is primarily for those who are familiar with Create Lists, but have little or no knowledge of regular expressions. Those who know regular expressions from areas outside of Innovative may also benefit.

This session will discuss the process Oregon State University used for the implementation of Metafind including: Selection process and reasons for the selection of Metafind; Implementation Plan development; Implementation Task Force; Identification of possible electronic resources and criteria used; Review of existing Metafind sites; Selection and organization of electronic resources to be included; Issues with Metafind; Prototype web pages; Formatting the list of resources; User analysis.

Betsy Graham , Vice President of Product Development and Lynne Branche Brown , Customer Sales Consultant, NorthWest , Innovative Interfaces, Inc.

This session will cover the XML Server – used to export MARC records out of Innovative; the XML Harvester – used to import MARC records into your local system; and MetaData Builder – used for storing digital media and its associated metadata.

4:00 – 5:30 pm Reception -- Buckley Center 163

Visit with representatives from Innovative Interfaces and your colleagues! Help celebrate the NWIUG 10^th Anniversary!!!!!

Wednesday, October 20, 2004

Registration and Coffee 8: 15 – 9:00 a.m. -- Buckley Center Auditorium Foyer

Welcome and Introductions 9:00 – 9:45 a.m. -- Buckley Center Auditorium

Innovative Corporate Update
Mary Chevreau, Director of North American Customer Sales; Director of New Canadian Sales

Betsy Graham, Vice President of Product Development, Innovative Interfaces, Inc.

This presentation will focus on how the WebOPAC performs different types of searches, why it brings back certain records, browse and record displays options, searching tips and tricks, and the role of the MARC record in the WebOPAC.

Playing with “Matches”: Using Regular Expressions to Light Up Create Lists Franz Hall #206

Resource Sharing With Innovative Modules Franz Hall #214

Linda Frederiksen, Washington State University , Vancouver ; Kiley Watson, University of Oregon

Interlibrary loan and circulation share many of the same functions, including tracking requests and delivery checkout, email receipt and overdue notices, and return of items to the original lender. Applications that eliminate duplicate record-keeping and streamline functions serve to reduce overall costs and workload for staff. Patrons benefit from only having one place to look for all items requested and checked out. In this session, an overview of the long-standing, well-understood roles of circulation and interlibrary loan will be discussed. Examples of how recent technological developments and standards allow for more interoperability between the two systems and how patron-initiated interlibrary loan requests may be processed through the INNOPAC will be given.

Steve Bade, Systems Librarian, Customer Service Dept., Innovative Interfaces, Inc.

We’ll cover analytical principles, as well as handy practical tricks. We’ll talk about categorizing and identifying problems for Innovative to work on, but also solving ones you can solve on your own; from data gathering to duplicating the problem, to implementing changes, to confirming a resolution.

An open discussion for users who handle web maintenance. Come with questions, answers, and tips for your colleagues.

Follow up to last year’s introduction. An overview of the features and functions of Millennium Statistics as well as tips on the most appropriate path to answering your statistical questions using different types of records. When to use MilStats and when to use other reports available in Millennium.

Using WebBridge Franz Hall #26

Terry Reese, Oregon State University ; Aaron Louie, University of Washington

This program will give some insights into OSU's and UW's implementation of WebBridge by covering common issues and discussing issues posed by dual usage of the coverage data between ERM and WebBridge.

This program will focus on the basics of creating lists in Millennium. It will include an overview of some of the different ways lists can be useful, how to set up search criteria, how to sort your lists and basic ways to export the data.

Auto Notices – An Introduction to Millennium Silver's New Circulation Notices Feature Franz Hall #214

Millennium Silver's new Auto Notices feature allows libraries to save notice settings/parameters and create a schedule for the automatic generation (and sending/printing) of all types of circulation notices. Sending circulation notices automatically is an easy, efficient way to communicate with library patrons. Your library can arrange for circulation notices to be sent on an automatic schedule of your choosing, even when the library is closed! This session will provide a general introduction to the steps necessary to enable Auto Notices, and will briefly cover the feature's functionality and maintenance.

Using MS Access and Excel for Database Cleanup and Maintenance Projects Franz Hall #223

Learn how to export data from your catalog into MS Access and Excel for assorted cleanup projects, such as identifying duplicate records or multiple-occurrences of a field. There will be time for attendees to discuss how to apply what they learn to projects at their own institutions.

Acquisitions Forum Franz Hall #231

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

Lunch and Birds-of-a-Feather Gatherings

Birds-of-a-Feather (BOF) Groups

Join your colleagues for lunch and the opportunity to share ideas and information about specific modules and topics. BOF topics may include: Blackboard and the Innovative System with Betsy Graham, III; Oracle with Janet Crum, OHSU; Useful Collection Development Reports with Faye Chadwell, UO and Susan Hinken, UP, Planning Next Year’s NWIUG Meeting, Financial Functions, Electronic Reserves, and/or Millennium Modules.

Planning for Growth: How to Project System Growth to Support New Functionality Franz Hall #15

Lynne Branche-Brown, Customer Sales Consultant, NorthWest, Innovative Interfaces, Inc.

A review of the impact of various types of new functionality on system resources, and how growth in catalog size, patrons and utilization are likely to impact system requirements.

The growing trend in web design and in the Web OPAC is the separation of presentation from structure and behavior. Learn how you can improve the look & feel of your catalog while putting in LESS time working on it. This session has both an introduction for beginners and useful Web OPAC details for advanced users of CSS (cascading style sheets).

This program will focus on some advanced search techniques in creating lists. It will include instructions on searching within another review file or within a particular index to make searching more efficient, Silver enhancements to the create lists function, and some detailed instructions on exporting and manipulating data after it has been exported.

A half-hour presentation followed by open discussion. Come with questions, answers, and tips for your colleagues.

Two librarians share their experience and tips on exporting record information from local III systems and archiving it using commercially-available database applications such as MS Access.

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

CSDirect’s evolution as it becomes your most effective communication, troubleshooting, and training tool.

This presentation will include an introduction to customization opportunities and creating an efficient workflow for Web OPAC changes as well as an overview of WebOPAC design and tips for taking advantage of web-based technology and tools.

Janet Crum, Oregon Health & Science University & Sion Romaine, University of Washington

Have you ever thought that someone, somewhere must have done what you're trying to do? If so, the IUG Clearinghouse is the place to go to find out. Launched a few months ago, the IUG Clearinghouse is a database of resources created by IUG members to make better use of their Innovative systems. In it you will find training materials, scripts, code examples, load tables, SCAT tables, and more. In this session you'll learn what the Clearinghouse is, how to use it, and how to contribute to it.

Shirley Lincicum, Western Oregon University , Moderator

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

An open discussion for systems managers. Come with questions, answers, and tips for your colleagues.

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