Searching Gale via RefWorks

Just a short note here to remind myself and others of what I discovered today about RefWorks. Apparently, as per phone call to Gale/Centgage Technical Support, z39.50 using RefWorks does not work with their new powersearch interface. They also said that at this point, customers cannot go back to the old interface anyway, so it’s a catch22.

IUG 2008, Notes from”Q1 Featured Item Lists for the Non-Programmer”

Coordinator/Presenter: Bob Duncan<duncanr@lafayette.edu> , Systems Librarian, Lafayette College

See powerpoint, Bob talks much too fast to take notes and also follow his presentation.

PowerPoint Slides

ActiveState.com – ActivePerl for perl dist.
Notepad++ is a good text editor
fileZilla is good ftp client

IUG 2008, Notes from P1, “WebBridge Implementation for Non-Programmers”

Coordinator/Presenter: Doris Munson<dmunson@mail.ewu.edu> , Systems/Reference Librarian, Eastern Washington University

WebBridge Implementation Slides

Categories – I thought it was interesting the way EWU did their categories, e.g., “no full text found,” “Get full text articles from,” are two of their categories.

Filters – they use filters to restrict the display of resources of the resource the user is currently in, e.g., no Ebsco links from Ebsco resources.

IUG 2008, Notes from, O5, “WebBridge Forum”

WebBridge has now been split into two new products, WebBridge LR and Pathfinder. Support for the original or legacy WebBridge will continue, but new features added to the new products will most likely not be rolled into the legacy product. Current WebBridge customers have the option to either stay with the legacy edition or move to the new product. However, they will only get one of the two modules for free. This means legacy customers will have to buy one of the two new products to get the functionality of what they now have in the older product. Many librarians at the meeting expressed displeasure with this fact at the meeting.

To get print holdings to display more like the e-journal links, we could load our print holdings into WB, if we can get our holdings out of the catalog. Or, another solutions is to somehow use Z39.50 (Georgetown has done it), not sure I understand this approach.

It is best to use the sort order to put the best linking databases before those that are more problematic.

To keep checking the links you could grab openurl for each and put it on a page and do a link check periodically.

IUG 2008, Notes from N4, “What Should We Do with Our WebPAC? Can We Make It Relevant in a Web 2.0 World?”

Coordinator/Presenter: John Wenzler<jwenzler@sfsu.edu> , Electronic Resources Coordinator, San Francisco State University

WebPAC and Web 2.0 handout
WebPAC and Web 2.0 Slides

What can we do with the webpac is it relevant in a web 2.0 world
John Wenzler

Slides will be available online.

The OPACs we have know for the past 20 years or so are basically digitized versions of the card catalog.

See Charles Min’s presentation from last year’s IUG. We have a lot more choice now as we move into web 2.0.

See the paradox of choice for a good read.

The fact that we have more control over the OPAC also will bring more conflict among staff making the decisions in the library.

The OPAC sucks meme
The OPAC sucks video show up on you tube
http://www.youtube.com/watch?v=tJD-safYEb0

David Walker’s OPAC Sucks Demo

Specific Complaits – Part I
Lack of context when browsing: hard to see where you are n the index
In the card catalog you had a physical sense of where you where in the structure of the whole catalog.

Less access to experts (i.e Librarians)
With the card catalog you usually had help, i.e, the librarian, there to help. With OPAC you may or may not have that available.

Deceptively non-intimidating user interface
The card catalog users would not feel stupid if they did not know how to use it right off. The OPAC they might, as it looks like the web.

Part II
The OPAC has baggage unlike things like Google and Amazon that were born digital. These are things the OPACs are having a hard time implementing when born digital sources do not.

Relevance Ranking ineffective

Too many complex search options

Poorly integrated with library’s digital resources and with Internet in general

No suggestions or recommendations

Lacks user-generated content such as reviews and ratings

What can we do about it?

Outsource redesign (WebPAC refresher) III can do your OPAC redesign for you.

Hide the WebPAC (behind a “discovery layer”)
Create a digital native version of the OPAC

Enhance the WebPAC

Examples:

Worldcat Local: WebPAC in the Back Office

See wikinomics how mass collaboration changes everything.
For a good read.

Scriblio: An Open-source “wrapper” for WebPAC
Bib records and website all together. Full integration with the campus website. See Plymouth State University

Colrpac: Potential Open-Source Option
At Miami University Libraries

AquaBrowser: Hip Kim for WebPac See King County Library System

Encore: WebPAC as Cyrano de Bergerac
There is a more intimate relationship with this one in terms of access to the native OPAC data then with the others where you have to export the data and keep it in sync.

WebPAC for Data – not for display

Enhancements Overview – to the existing OPAC
• Innovative Interfaces Enhancements
• Third party enhancements
• Home Made Enhancements

III Enhancements InnReach
Lets you see other libraries holdings

III WebBridge/Pathfinder Pro
WebBridge for the OPAC is Pathfinder Pro
This lets your users see outside the library and see other online resources available to them

Pathfinder lets you send any opac data to other sources

Bob Duncan set up WebBridge to send users from PS call numbers to indexes and abs. related to this call number. COOL!! TK points to science databses, etc.

ERM from III
BGSU showing a database tab in the OPAC
Loading all your ejournals into the OPAC also

Metadata Builder
Builds metadata format Dublin core for example
And Media Management to store images.

III Enhancements that help
Spell checking
Patron reviews
Reading history/preferred searches
RSS catalog Feeds
RSS Patron Feeds

Third Party enhancements

LibraryThing
Using AJAX to get suggestions and Tags from LibraryThing

Syndetics
Book jackets

Libex
Plugin for the web browser to add the catalog to it.
Also puts an icon in amazon of books your library owns
Works with Google books too.

Google Books
Integrates book previews into your catalog

Home Made Enhancements: JavaScripts

You need to know JAVA to work with Innovative data because you do not have full access to the server.

Popup JavaScript windows for help
Send bib to text message on cell phones
IM chat window from webopac using a widget
Sending “no entries found” results to WebBridge
Aurora public library using javascript to give facets
See Cambridge libraries and galleries to see some innovations

IUG 2008, Notes from M10, “How Much Did I Pay for that Resource?”

Coordinator/Presenter: Carey Hunt<chunt@iii.com> , Customer Sales Administrator, Innovative Interfaces
Counter makes it possible to get standard stats format but have to download one by one.

To make this easier we now have Sushi since 2006. We can now download these automatically.

Now with 2007 we can analyze this data and make sense of this data.

We have now:
Cost per use data
Cost per resource
Cost per subject
Decile stats

Putting usage data to work

Millennium Acq.
Order records
Invoicing and payments including subscription dates
ERM
Mill Stats
Stats come in variety of shapes and sizes

Resource Recs usage stats tab
Where you can enter dates and then export where you will get all the stat types, eg, cost per use, use, etc.

Uses both hard and soft links to order records for calculations

ERM Analysis Mode
You see total overlap
You can limit by data range
And sort by various elements
You can get subject costs but this works on scat tables of your bib recs, so you need call numbers to use this.

You should be able to use this for budget planning for next year.

You can use this for our lump sum purchases it will just calc. it across all the titles. SUSHI is now working very nicely and it should be easy to set up.

Titles per hits give you a birds eye view of how your titles are being hit, eg, most highly hits titles.

See FAQ
Swet, EBSCO, Proquest,

You can print to excel, pdf, etc.

IUG 2008, Notes from L4, “MAJAX and Google Book Classes in Mashups”

Coordinator/Presenter: Annette Bailey<afbailey@vt.edu> , Digital Assets Librarian, Virginia Tech University Libraries

Mashups Virginia Tech uses
RSS Feeds
Amazon API for book jackets
StrikeIron that links providers and users

MAJAX
Mill Ajax software from Virginia Tech to allow you to mix cat data with webpages

New books for example – New books and circ data lets you mash circ data and new books data into a webpage

MaJax uses Javascripts Millennium and html

Screen scraping is used to get the data out of the catalog.

Example – faculty want to create a list of books for his course using Millennium data. This can be done using MAJAX

You only need to know HTML to use MAJAX

To install MAJAX majax.js and majax.html needs to be uploaded to your /screens directory.

<script type=”text/javascript”
scr=http://yourlibrarycatalog/screens/majax.js>
…

use span and identifiers to make info display.

MAJAX classes: holding,bib, and misc.

Example: majax-harvard-reference for bib format

Majax-showholdings-div for holdings

Majax-marc-050 for call number
Can be used for any field and subfield

Majax-marc-050
Majax-linktocatalog
Majax-syndetics-vtech

Load Considerations
MAJAX uses caching
MAJAX imposes additional load on your III system
Self limiting of 100 requests per second per page which can be changed.

Limitations
Only works on pages from within the same domain as your mill system
All holycross.edu is ok for us. Works with Firefox, IE and safari

MAJAX provides the ability to include live catalog information in any webpage in your domain
It is easy to use only requiring html skills and it is free.

Part 2 – Google Book Classes

Majax pulls data out. Now lets look at putting data into the catalog.
Google Book Search API lets you interact and harvest out data from Google.

Programmatic client side access to small set of Google book search information

For example seeing part of Google books in the catalog with not need to be a programmer.

icon leading to Google Book Preview can be posted on your catalog records using Google Book Classes. The button will only appear if there is a preview available.

This can be used on any webpage.

Code is available on libx.org

Put gbsclasses.js in your website and use the script tag in your page and then use fieldspec token in briefcit.html file

ISBN with Google in not very good. LCCN and OCLC is much better.

Libx.org/gbs
Libx.org/majax

IUG 2008, Notes from K1, “webpub.def – The Untold Story”

Coordinator/Presenter: Bob Duncan<duncanr@lafayette.edu>, Systems Librarian, Lafayette College

See powerpoint. Bob talks much too fast to take notes and also follow his presentation.

PowerPoint Presentation

IUG 2008, Notes from J2, “ERM Forum”

Coordinator/Presenter: Doug Kariel<dougk@athabascau.ca> , Head, Technical Services and Systems, Athabasca University Library

Presenter(s): Caitlin Spears<cspears@iii.com> , Library Training Consultant, Innovative Interface

Resource records do not currently have subject hyperlinks. But one workaround is using the description field which can take html.

For ebooks you can do a review file for all ebooks. Then for the coverage load use the resulting review file to match on title. This method will not find a lot of false hits.

Instead of populating the public note field for link note, you can change the default in the wwwoptions settings.

IUG 2008, Notes from I2, ” XML & RSS: How to Take Advantage of News Feeds”

Coordinator/Presenter: Len Davidson, Systems Librarian, Catholic University Law Library
Presenter(s): Mark Strang, Data Systems Manager, Bowling Green State University

XML & RSS Handout

Creating your own Library Newsfeed
To publicize your library events etc.

RSS Really Simple Syndication format developed in 1999 using XML. Defines standard for sharing news items.
Read content syndication with RSS by Ben Hammersley published by O’Reilly

What you need to get RSS
News Reader either Client Based or Web Based.

Examples of News Feeds
New York Times
Blog Sites
Government Data
Search Engines

Creating an RSS File
XML Editors
RSS Feed Generator
Computer Programming

Side note from someone in audience– put it in blogger then publicize in feedburner.

List Garden – fill in boxes then when ready hit publish.
List Garden creates the RSS XML

Beyond RSS: Gadgets and Widgets
Search OPAC via Google.

Widgetbox.com to create widgets from existing widgets
Great for users to capture a widget to recreate in whatever widget they use, blogger, Google, etc.

Adding RSS Feed to OPAC
1. turn on RSS by calling in a service request
2. Can be on any page by adding a token

CSS style classes are available from III for feeds
RssChannel Titles, rssChannelEntryHeade, etc.

RSS Newsfeeds from OPAC data
BGSU uses a feed to feed new books list

IUG 2008, Notes from H3, “Building Our Catalog with Encore”

Coordinator/Presenter: Dao Rong Gong<gongd@msu.edu> , Systems Librarian, MIchigan State University;
Don Depoorter <depoort1@mail.lib.msu.edu> , Online Catalog Specialist, Michigan State University

LEGACY OPAC INTERFACE
Technical writing class evaluated the catalogs web presence. On the catalog front page there are all the search button options. Based on past usability studies they have a layered structure for some paths, e.g., to search the Music Library, as well as BI to teach use of the site. But current usability shows most users going to the right side to click first.

Keyword has the highest use,45%, followed by title, author, and subject. Keyword is the most popular but you need to click more then once to get to it.

Full text is what users are looking for, and they are often frustrated and leaving empty handed. This was somewhat softened by adding WebBridge links to catalog results.

WebBridge Linking
30% from search results, and 69% form bib rec page.
The usage: where they ended up. Only 24% ended up at text. Most ended up in an instructional page so we don’t know if they got what they really wanted.

Research Pro – Not integrated, it was implemented as a separate interface.

NEW ENCORE IMPLEMENTATION
Tour of Encore:
One box search on start page. Results are displayed in the center panel. Sort defaults to III’s Right Results. Left panel are all the limiting/facets features. Right panel is feedback form, instructional links, recently added items (controlled by cat date, this may be misleading), other sources, tags clouds, and finally research Pro Federated Search. This is all on one page.

Introduction to Staff and Users
Email to staff was sent out to introduce Encore and to announce that the library was going to be a beta partners. They demonstrated Encore to staff and let them know it was only 20% complete at that time. Staff were given access to test the live system and were given links to other websites using the faceted results approach. Staff were then asked for feedback.

Staff was asked 10 Questions at the demo
See URL from slides for all the 10 questions
Basically they were asked if they thought the library was moving in the Right direction?

Feedback received
Are you going to get user feedback before implementing this?
Encore is slow -– this has been fixed now but was slow in the beginning.
How would you find a journal? The serial results did not bubbled to the top very well. This was fixed in Right Results by III.
Would like an advanced search button to find specific titles. This was added later. Is the results page customizable? It is.

For the most part – staff were more interested in learning how Encore worked, then giving feedback on how well they like it.
There was mixed reviews on the cloud tags.

The implementation team had hoped for strong support from staff, but got more questions on whether it all worked as it was supposed to.

Users Feedback
Staff was ambivalent on tag cloud, but users really liked it. They liked the fact that all options were on one page. They would like larger fonts. Users want easier journal access, this was fixed by iii.
Facets were intuitive for students.

Encore Patron/Staff Survey
For the most part all found what they needed in a reasonable time frame
Most found facets usable
35% found it easy to use
Not able to save results (future enhancement)
Some found too many options on side bad
53% found no problems
Demographics
16% staff
20% staff fac

See slides for more demographic information and survey results.

Things we learned from beta testing
If you are an III beta partner you need a lot of patience!

You must commit to communicate diligently – you will get a lot of email in this process and you will need to keep up with it.

You are a gateway of information. Staff are depending on your for information as well as inspiration.

Be a player, not a bystander. One of the reasons to become a dev. Partner is to have influence on the outcome of the product. To do this you must participate. Don’t waste this opportunity.

Catalog Redesign is it necessary?
Encore is a supplement and not replacement, at least for a short wile.
Also, to keep the advanced search you will need the old catalog pages.

Encore is a discovery tool, more Google like, navigated browsing, effective in cherry picking search. This is good if you don’t know what you are looking for from the beginning.

The OPAC is a search tool, multiple entry points, you need to make choices up front. This is good for item searching or direct hits.” Patrons like to find, librarians like to search.”

Encore vs. WebPAC Pro
Options:
1. Make encore only search tool
2. Encore as alternative search tool beside regular catalog
3. Make Encore the default among other searches

MSU choose to make encore on front page as Keyword Encore Beta along side the legacy/classic catalog.

Among the two interfaces
-how should we instruct patrons when to use what? Would launching page be a good option? Undergrad-> one page Grad -> another page.
This is under discussion.
The redesign of the legacy catalog is now under way via a committee.

Other Library Implementations
Anarbor District Public Library using Druple
Plymouth State University – Scribblio
Danbury Library – Library Thing
Amazon book jackets
Google analytics
Google Book Search viewability API used at Kent State
Text Messaging sends bib records to cell phones
Book mark
Lewis and Clark College – using RSS feeds to show new books
Aurora Public Library – uses limit option from keyword to populate the subject browsing.

Some design principals
• The catalog should help patrons find what they need
• It should be easy to use
• It should have refine options
• It should take advantage of keywords
• It should provide information without overwhelming the user

Additional Questions
• Is the catalog another Encore? For now we need to keep the legacy catalog relevant for some time.
• Single entry vs. multiple entries.

• Catalog needs to take advantage of web 2.0, e.g., recall button moved to more visible spot and form is pre-populated, location map according to where the book is located in stacks
• Catalog needs to be sustainable and extendable.
• Local development vs. commercial software. These examples are dependent on III software

IUG 2008, Notes from G1, “Using Google Analytics for Catalog Usage Statistics”

Title: G1 Using Google Analytics for Catalog Usage Statistics

Coordinator/Presenter: Rebekah Kilzer<kilzer.2@osu.edu>, Systems Librarian, The Ohio State University Libraries

What does it do?
Site stats
Site traffic
Free for fewer than 5 mill page views per month
OSU only has 1mill/month
Simple reporting
Sent via email
Export reports

ILS software stats are limited in ILS
GA is convenient and provides flexible reporting also allows for date range, which is useful
Page or site level data is available

Useful data you can get:
Search terms
Browser info.
Geographical info
Site overlay

Google does not gather personally ident. Info. But you must post Google’s privacy policy

To get it up and running
Sign up for Google analytics account
Review instructions for how to add to your site
You need access to apache files on server
You apply code to all site pages
You can put it in toplogo or bottom logo on OPAC
Best to put it at the end to keep from getting false hits
Enable botlogo in weboptions
Confirm that it is working

What kind of info can you get?
Visits, page views per visit, where coming from…
Search terms – key words used to get to the library’s pages
Search engines – where they came from, eg, google, yahoo, etc.
Entrance Paths gives you the most used paths in your catalog

Other searches in catalog- gives you info such as what kinds of words are being used in searches.

Browser types – captures what kinds of browsers are being used to search the library’s pages, e.g., IE, Firefox, etc.

Geographical detail
Shows where users are coming from via a map GUI that let you drill down to smaller and smaller regions.

Site overlay tool
Lets you see with an overlaid page all the stats for that page, for all pages being tacked.

Other Library Uses
Can be used on other library pages to track a new service or new page, etc.

You can track lots of info that commercial users would want to do such as how much you are making via Google or other advertisers

IUG 2008, Notes from session F5, “Enhancing the Virtual Catalog Experience”

Coordinator/Presenter: Mark Strang<mstrang@bgsu.edu> , Data Systems Manager, Bowling Green State University

Outline

IUG Clearinghouse
You can use rss and firetox tool bar to keep up with new additions to the clearinghouse.

Integrate OPAC into Facebook

Google Gadget to add to OPAC search interface within your google account.

Widgetbox.com to use a preexisting gadget code to create a new one.

SMS Message from Web OPAC – sends titles from OPAC as a text message to your cell phone.

Google Books
Deschutes Public Library
Uses the isbn to pull-up in google books to present users with option to browse full text of book pages via Goole Books.

Social Bookmarking
Adam Brin
Tri-colleges Systems Coordinator
Lets you add bookmarks easily to OPAC records

Open WorldCat Lookup

Map IT!
Lets users see map of stacks based on call numbers. You can email Mark Strang at Bowling to get the code.

Spell checker for Encore and Catalog
#106823 applies only to keyword searching

My Records Feeds
Patrons go into patron records and have feed sent to their reader. #107091 can use for holds, due items, over dues, recalled.

2007 Example Set is now up on CSDirect
RSS Feedbuilder is a free service in the OPAC and creates feeds to serve up data from the catalog. Example new books and materials see Maurice.bgsu.edu/feedmainstacks.xml
Limit is for 500 items per feed result
New books RSS feed is based on cat. Date

Community Reviews 201 WPR
They use it to display Childrens Lit Class Books Reviews.

IUG 2008 – Notes from session E5, “WebBridge Strategies, Tips and Tricks”

WEBBRIDGE STATEGIES, TIPS AND TRICKS
Erik Still, Librarian, The Boeing Company

PowerPoint Download

Implementation Strategies
-Phased implementation
start with OPAC first
then move on to external origins
-Start simple
one or few target resources, applicable to many bib records
-Focus on high impact resources first
-Use categories to organize your resources, but don’t get carried away.
-Kitchen sink approach
• get full – text tier one
• check for full text – tier two
• browse full text journals – tier three
• see library catalog for pub. Access – tier four

Best Available Link approach
• get full text – tier one
• check for full text – tier two
• see chart for his list of categories and target URL’s

Getting Organized
Develop a matrix of resources and categories to keep organized and on track.
One spreadsheet for each category, on for each resource
Kind of a back up of the data in each resources definition.

Links to External Doc Repositories
This can transform the catalog from an internal focused tool to an outwardly-focused starting point.
Example at Boeing they have NASA and NTRS docs loaded locally and use WB to link out to these from the catalog.
1. Investigate the external system
a. Does it support stable doc stable urls
b. Search vs. doc# linking
c. Does the target have all full text or partial
d. URL syntax
2. Get comfortable of create list
a. You can use CL to pull out bibs that you will be working with to examine it and see what you will need to do, message etc.
3. Use field selectors to select, cleanse, and manipulate your catalog data
a. Replace for example white space with hyphens
b. Uppercase to lowercase
c. Have WB only pull out valid bibs that have valid report numbers
4. Data Test

WebBridge vs. MARC Field 856 Links
Do it if it makes sense. Here are some criteria
Applicability for considering WebBridge:
-Does it apply to a large number of bib records
-Do you have good quality catalog data since you will be relying on this to create your links
-the links are as good as the 856 links?
-does the resource have a stable base URL
-Uniform appearance of the link is desirable

You can put 856 in browse field not in WB
You can use link checkin in 856 not in WB
WB links are invisible, done programmatically. This can be confusing to tech services. You may need to put something in the bib to keep it from been deleted?

WB scales beautifully as 856 does not
At Boeing they suppress WB if 856 is their, using a CL looking for appearance of 856 data.

Hiding WB Test Links from the Live OPAC
443 is SSL
80 is web
make a filter to include both of these to suppress test links
cherry pick a single bib records using a Boolean query on bib record number. This can be used on both external and internal. Useful for testing

Last chance links – Links for resserv_panel
What if there are no resources in panel offered? Boeing lets users search
Opac via issn and title.

Both his javascript and Bob Duncans token method do the same thing but his java uses more nested “if thens”

STATS
See hand out

Enable WB Panel when “no entries found”
See his java on IUG clearinghouse

Customer Feedback link via bob Duncan
See handout

IUG 2008 – Notes from Keynote and Business Meeting

OPENING SESSION

Nancy Flick – Pres. Of IUG Steering Committee
Introduced this year’s IUG Steering Committee
Went over new and different things at IUG in terms of planning
e.g., boxed lunches during forums taking place during lunch on Tuesday, Library Service Live Theatre, which are intense little session on a particular topic done by III

Jerry Kline’s Speech
Corporate Update-
93 new libraries on board with III
III again top in LJ survey from April
III also ARL leader
III is also ULC leader
III also leader in retention, nearly 99% if you go back to InnOPAC
Market Share Academics: 32% of academics using III out of all systems
19% of Public Libraries use III
Over the last two years the mergers have made the market choices very limited. This is may not really be good for libraries. III is not focused on buying other companies to expand, as other ILS vendors have been doing. They believe in growing the product rather then buying other companies to expand the customer base.
82% of people at III are part of services and support. 110 of 350 III staff have MLS.
A product development team – working with libraries on putting out products, like Encore, worked with 13 other libraries to develop this product. Agile R&D – working with libraries. Integrated support team – iterative process like Encore which was done very rapidly. 100 libraries on Encore now.
Development initiative – contentpro, Express Lane self check out, circa hand held workstation.

Betsey Graham introduced innovative award winners
1 – Most innovative implementation of an eresouce discovery Birmingham Public Library

2 – Innovative staff program
Second place -staff wiki at West Palm Beach Public Library
First place – Los Vegas Clark County Library District

3 – Most innovative WebPAC
Second place – Lewis and Clark College Watzek library
Second, second place – eLGAR Library for the greater Auckland Region
First Place – Mid Hudson Library System

4 – Innovative Patron Services
Second Place – Hong Kong
First Place – Ryerson University Library

Larry Irving is the President and CEO of the Irving Information Group – He coined the term the “Digital Divide.” He expanded on this concept and discussed how it effects libraries. In the 90’s Mr. Irving created a web portal with Magic Johnson and Starbucks CEO Howard Schultz called UrbanMagic.com, which focused on the African American community. How did the digital divide come about? Irving traveled around the country and saw how most urban areas lacked technology, while places like Cupertino Calf. had lots of new technology. He began to quantify the have nots lack of access to the Internet: lower income, older, etc. To counter this trend, the Clinton administration began to give grants to libraries in order to bring technology to these groups, e.g. New York Public Library, Charlotte’s Web in the Charlotte Public Library, etc. Irving himself was a product of the NYPL. He read a lot and traveled the world through books as a child. Irving notes that libraries have always been the institution that helped even the divide for the have nots.

Every 15 mins. the web now adds as much digital information as the library of congress collected in 200 years. Video is changing the world. Youtube is using 10% of the Internet. Teachertube, Godtube, Pandora, Blinkx, HULU, etc. are examples of the exploding use of video on the web. Video is exploding. We are now talking about exabyte networks to handle web traffic. By the year 2010, 20 households will consume what the entire world in 1998 used. CD and DVD’s are on the way out to be replaced by downloads. But we need massive networks to handle all this. Half the US now has broadband: 48% whites 40% blacks (41% Latinos) have broadband. The bigger factor now is not race but income, geography, and age. Connect Kentucky is a project that mapped the state of Kentucky to find where broadband was lacking. The result was used to increase broadband by 58%. Calif. is doing the same thing now, mapping the state to see who needs broadband and figured out how to get it too them.

The US is behind the rest of the world in terms of fast broadband. While the US talks about 200 kilobit broadband, the rest of the world is way ahead with much faster speeds. Irving believes we need to have a 100-megabit vision! Let’s think big! In 1993 10 million users were on net, in 1999 100 million were on the net, 1.6 billion or 1 in 4 will be on the net by 2010.

3 billion people have cell phones today. China and India have the most cell phones users. 2 billion cell phones were sold last year. 125 million of those were smart phones. This means voice and video to cell phones. The largest seller of cameras last year was Nokia, the cell phone maker. 1 in 7 homes do not have wired phones, only cell phones. Kids today are not talking as much as texting. 31% under 30 vs. 6% over 30 access the Internet via their cell phone, or 1/3 18-30 use cell phones to access the internet. Libraries in US, 30% have broadband speeds under 1.5 megabits.

Libraries are so important in terms of helping people sort through all the info, the good from the bad, i.g. information literacy. We need to invest in libraries to keep them open more hours. Otherwise, the technology will not be available to everyone.

Public media in this country is under par. Compare our public broadcasting to Britain’s, where all their programming is available for download. Online access to digital media, digital content, needs to be online for viewing/downloading.

BUSINESS MEETING
2007 1182 members
2008 1227 members

John Culshaw, IUG Programming Committee Chair
1590 attendee this year
462 first time attendees
110 international from 19 countries
153 sessions
79 iug sessions with 22 repeats
32 iii sessions with 20 repeats
125+ Presenters
18 poster sessions

IUG 2009 Program Chair is Carol Gyger for this 17th year.
Anaheim at Hilton May 17-20

IUG 2010 Program in Chicago at the Sheraton.

IUG Beacon Award
Elizabeth Thomsen of NOBLE in Boston.

IUG 2008 – Notes from Pre-Confernece, “WebPAC Design and Best Practices”

WebPAC Design and Best Practices
Co-Presented by: Debbie Turner, Library Training Consultant and Stephanie Dal Pra, Senior Systems Librarian, Encore Services
Standards for the WWW
W3C website provides lots of into such as: HTML element specs, validation tools, etc.

Web Devout website has lots of stats. Including stats on browsers compliance to html standard. The best is Firefox. IE is 70% compliant and has 52% of browser users.

http://www.w3schools.com has a lot of info and tools, tutorials, HTML element behavior, HTML element specs, browser compliance, HTML validator, which will look at your site and see what needs to be fixed, HTML Tidy also is a good validation tool.

Best Practices
Know your audience – consider voice browsers for disabled, consider older browsers too.

Reasonable Compliance
Stay compliant as possible, but be reasonable. Don’t go crazy and make your site unusable, for example by IE (remember IE only 70% compliant).

Validate and Evaluate
Prioritize exceptions to decide what needs code to accommodate IE, etc.

DOM
Useful for JavaScript, model for object oriented scripts and code (this was not clear to me.)

HTML Flavors
• HTML 4.01 – current
• HMTL 5.0
• XHTML
• DHTML

Bells and whistles
JavaScript- provides dynamic webpages
CSS – style sheets inline, external, old style HTML within HTML code

Tips and Tricks
Design for Firefox and fix for IE later
Plan your design first: what colors, images, etc.
Document your cod, you will forget! Document as if for someone else.
Maintain visual hierarchy in your code with tabs and spaces to make it readable and keep your tag structure readable, e.g., open and close in line.
Separate content and style as much as possible, leave only content in web page.
Use ALT tags for images, this helps with broken images, allows for search engine crawlers, and voice browsers.
Browser-Safe Web Palette – 216 color palette (see also http://www.lynda.com/hex.asp#) is used if you want to be absolutely sure your color choices are seen. This palette is basically the lowest common denominator for display types in existence.
Color names vs. Hex Values – hex is cross browser compliant
Fonts – keep headings, titles, and bullets in sans serif font and use serif fonts for large chunks of text. Use conditional CSS to call IE-only styles.
Use style wisely and plan – set styles to base HTML elements (H1, H2, body, p, td, etc.
Keep styles simple so they can be used multiple times
Font size and font family, colors, spacing

Keep Code Maintainable
- Use descriptive comments
- Annotate code for someone else

Test, Test, Test
- Make sure bells and whistles work as designed
- Check on multiple browsers

BUILDING A BETTER WEBPAC
Live and Staging Directories
-live live runs on port 80
-staging run on port 2082
Edit locally on PC
Then test on staging
Then move over to live when ready
Use good tools and back up frequently
See manual page #106808 for more info.
Always keep a complete backup set before you start editing

Example Sets – give out of the box look and feel, reference for new customizable forms that have been added to this release, are an easy starting point for redesigns, and are all on CSDirect for download. You can also see change notes here, you will need to read them, e.g. what will work with your version, etc.

Contents of Examples Sets
XHMTL including JavaScript supporting the look and feel
Images including those for the design, separate Photoshop images for customizing, also contains the CSS.

WWWoptions file
Includes those needed to support the functionality

Branding your WebPAC
Toplogo
-toplogo.html
-toplogo_loggedin.html
-TOPLOGO Web options

Botlogo
-botlogo.html
-BOTLOGO Web Option

Style Sheets
ProStyles.css – not editable
Styles.css is editable, allow you to override defaults

IE_styles.css
-editable, provides workarounds for IE

Command links
/ on its own or followed by words that causes the WebPAC to perform an action
/ -> mainmenu.html
/search opacmeu.html
/patroninfo -> pverify_web.html
No direct command link?
/screens/info.html

Webpub.def file
Mandatory for WEBPAC PRO
Also called Record Display Def. file
Controls what fields can and cannot be displayed
See CSDirect for tutorial and documentation #106853

Example:
b|n|522|||b| this example 522 is suppressed on a field because there is no info in the element that you want suppressed

Item Fields
See handout

What is not controlled by webpub.def
Order records info.
Only have SHOWOREC=no_rdate on or off

Customizable Forms
These allow you to impose your own design on 22 groups of forms for different purposes
-language
-scope
-patron type
they contain Tokens and JavaScript
they can replace html sometimes with JS
Save time in creating pages
Can be dynamic
-e.g.

Can be conditional for example error messages

They are from specific
-check the IGR for the form to see which are available page #106941
must be on their own line and left justified

mainmenu and opacmenu can be the same
-easy to maintain: edit one, copy to the other
-“Home” is often not mainmenu.html but another library webpage
Can be different
-enable different feature to be offered on each menu
-mainmenu.html can be used as the library homepage

OPAC in Alt Languages
Must include the language code in the name of the file
Check all links from a screen to make sure those files are translated
Check weboptions to set language

Scoped Menus
Controlled by the Scope extension in the name of the file:
-opacmenu_s3.html
-toplogo_s2.html
-styles-s4.css
Include the scope number preceded by a tilde char and S in the URL.

Patron Specified Menus
Can offer diff. screens and searches based on PTYPE
Only works when patrons are signed in
You could use this for example for staff vs. patron screens and searches
Search Help Pages
Allow you to include real examples for your site
Another search button goes to search help
Create one for each index you offer in your OPAC

Search Results
Phrase is controlled by web option BROWSE
Keyword is controlled by briefcit.html
Record Browse is controlled by briefcit.html
Also: briefcit_auth.html, briefcit_program.html, breifcit.resources.html

Bib_display.html controls the bib rec. display
ProStyles.css, styles.css and ie_styles.css

Patron Forms
Example of what is available
Verification: Pverify_web.html
Record View: patronview_web.html
Reviews: patreview_add.html
Selfreg: selfreg_.html
Book Cart Form: viewsaves_web.html

Web Options
Controls web OPAC behavior both live and staging have these files
Keep in sync
Test changes to options on staging
Keep a record of changes made
Need to restart to see changes

Web Options for bib record
Controls some elements of the display
-function available e.g. MARC display
-which icons or images used e.g. ICON_BUT_
-TABLEPARAMS-BIB
-IGR page #106926
-Webpubdef this is now ignored in PRO
-RECORDFRAM also now ignored in PRO
-see FAQ for PRO on CSDRIECT

Controls within Bib Display
See handout for layout of ICONS

Using LOC Web Option
Loc_location code=
-can be single location
-can be wild-carded location using *
-can be a link to a file in screens directory
-can be a link to a file on another server

Staff View of Record
Controlled by Web Option: Staff
Will only work once signed in
Shows read-only staff view of a record
Does not use license
Button to switch to patron view and use links

Tips for viewing files
-View /Page source for html code display
-you can only see the scripts.css via browser
http:///scripts/ProStyles.css
http:///screens/wwwoptions
http:///screens/bob_display.html
These are good for seeing other sites code
Also to see webpub.def http:///screens/webpub.def

USING JAVASCRIPT AND CSS
Used for validation, content manipulation, event based on user actions

DOM
Level one is HTML e.g. head body
Level two title
Level three div

Characteristics of Elements
-id, name, title, scr, alt
used to identify Elements
-Group Elements

JavaScript in Action
Common uses: hover over page element, click on page element invokes event
-change element style
-show or hide an element
-DOM Manipulation
change attributes of all element with same ID, Name Type or change attributes of click elements

Javascript and WebPac
Call scripts with web options
System generated pages
-automatically call JavaScripts
-Some uses
clar forms
set cookies

Customizable Forms
Toggle display of search tips
-Place cursor in field
-Invoke event on user click

JavaScript Resources
On the web
-JavaScript HTML DOM Examples
www.w3schools.com/JS/js_examples_3.asp

In Print
JavaScript: The Definitive Guide
JavaScript and Ajax for the Web, Sixth Ed.

CSS
Use for color fonts, sizes, link behavior, backgrounds, border, etc.

-Sheets defined later in a page trump those defined earlier
-Style cascades over each other, styles called later trump earlier ones

Defining Stylesheets
=Web Options
STYLESHEET=/screens/styles.css

System-Generated Pages
-call ProStyles.css
-shows before user-defined stylesheets

CSS Resources
On the Web
CSS2 Reference
In Print
HTML, XHTML, and CSS 6th ed.
HTML & XHTML: The Definitive Guide

FIREFOX EXTENTIONS FOR WEB DESIGN
More then 50 for web design
Simplify web page deconstruction
Web developer’s toolbar
-check different resolutions, CSS edit
Firebug – examines HTML and CSS and sees how browser interprets it
Colorzilla color picker lets you find color info like hex and see DOM info
Greasemonkey – apply JavaScript to any page, modify Firefox’s interface, text JavaScript. You can tell it to apply a script whenever you go to a certain page, (delicious login?).

Internet Explorer 7 Developer Toolbar

Programs for Web Design
Dreamweaver
Aptana/Eclipse IDE
GIMP

GIF vs. JPG vs. PNG
Difference has to do with the compression
PNG is very portable and good for small images and transparent images
Don’t use HTML to resize takes less bandwidth , more reliable across browser
JPG best for photos
Use transparent backgrounds in GIF/PNG
Place logos on top of styled elements
Tip: use one monitor for code and one for browser

Keep styles simple
Organized by Native HTML (TD, H1, P, etc.)
General Styles (colors, font sizes, font types, padding)

Get to Know Library 2.0 – Notes from the ACRL NEC ITIG/NELIG Workshop

I attended a nice workshop today. The format was great with some lecture and some hands-on activities. It was on the topic of Library 2.0 technologies and applications. Here are a few brief notes and links from the session.

The first speaker, Elizabeth Thomsen from NOBLE, presented a lecture on Library 2.0 trends. You can find it at http://www.slideshare.net/ethomsen/library20-186577. She was using http://www.slideshare.net, which I have never used.
It looks like very useful for presentations.

Sketchup is a Google’s free 3D rendering program.

Library 2.0
Library patrons are no longer passive they want to play an active role and interact with our online services.
They want lots of options: IM, Phone, Blog, Wiki, etc.
Perpetual beta – we now live in an environment where users are comfortable with services being rolled out in permanent beta, continuously evaluated and evolving, e.g., think Google products.This is not how we as librarians are used to working. This new way of just putting it out there even if not prefect is not what we are used to.
Bring services to the users – we now can do this electronically, laptops and other electronic devices have made us able to be more mobile with our services, e.g., providing reference service in the coffee shop.
High Tech/High Touch – e.g., one library has a slide show of their library staff on every page with the text “ask a librarian” which changes the picture with each page change. The personal touch!

Library 2.0 on Ning – it’s a social network on the topic of library 2.0

Wikis
PBWIKI is one of many free Wiki platforms
Betsy Dick presented her project on pbwiki, where she installed the MWCC Library Staff Manual. http://mwcclibrarymanul.pbwiki.com

http://Pbandfluff.pbwiki.com is an example of how a Wiki can be used for a class.

Here is the one I started to create.

Plugoo Chat
With Plugoo you only need to have a chat client running in the background like AIM , Yahoo, etc. You do not need to keep a webpage open like with Meebo. See example at http://www.mwcc.edu/library/ask_librarian.html#Ask-ALibrarianLIVE

Library Success Wiki has some interesting information on Reference Chat, see http://www.libsuccess.org.

Notes from JSTOR Forum (October 23, 2007, Boston, MA) – “Addressing the E-Journal Preservation Conundrum: Understanding Portico”

Addressing the E-Journal Preservation Conundrum: Understanding Portico
Presented by Ken DiFiore, Associate Director, Library Relations, Portico

Librarians transition to e-resources are well underway.

E-resources have unique characteristics
1. Generally licensed not owned
2. Technology dependent
3. Inherent fragility to the pace of technological change
4. Multitude of electronic formats

Questions
Who assumes responsibility for preservation?
How will long-term preservation be sustained?
How will the data integrity be maintained?
What objects should be preserved first?

Background
JSTOR started in 2002 as an electronic archiving initiative
They hoped that publishers would come to them to preserve e-only issues.
JSTOR also wanted to impact the broader community by assisting with the transition to e-only journals. So with the help of Ithaka Portico was born

Mission – preserve e-only scholarly material to remain available to future generations of scholars, researchers, and students.

Philosophy – utilizing best practices, to work in a cooperative way with libraries and publishers to balance the interests of both.

Initial Focus – open of all peer-reviewed journals, preserved journals may have a print version in addition to an version, or they may be available only in electronic format. They are now also looking at E-books.

Portico’s E-journal Archiving Service
42 publishers
6,200 titles
Range from commercial, university press, and professional society publishers.
Recently just signed a contract with Springer!
Current e-journal content (“born digital”) or digitized print (“reborn digital”)
Portico does not do any digitalization itself
Publishers sign a 3-year archiving agreement
Make annual contribution according to annual journals revenues (range from $250 to $75,000).
Content cannot be removed that is deposited with Portico
Majority have elected the option to allow Portico to satisfy post-cancellation access claims.

Look and feel of the value added feature that are part of the publishers interface are not captured for long-term preservation. The focus is on the intellectual content.
Publishers use XML markup and import it directly into portico. Along with and graphics, photos, and PDF of the article.
Reduces or eliminated the dependency on specific technology platform for future use of e-journal content.
If the publishers have the front and back matter or supp. Material they usually provide it.

Archiving Service Model
The content preparation is done for each including:
Transform of the xml to NLM DTD
Creation of a metadata record for each article (METS)
Validate of the format for each article
Scan for viruses
Portico is committed to keeping the data format viable and will convert the content if necessary as the formats change over time.
PDF’s are converted to PDF/A the archival standard for PDF format

Portico Preservation Infrastructure
Fully operational since Jan 2006
Ingesting publisher content at an average rate to approx .5 million articles/year (?? Need to check this number)
Nearly 2 million articles in the archive presently
Expected to exceed goal of 4 mill articles in 2007

Portico’s E-Journal Archiving Service Model
375 library participants now
Libraries sign a 5-year agreement
25% of libraries are from outside U.S.
Libraries are asked to make an annual support payment based on LME
Founders get a discount

ACCESS MODEL
Two scenarios
Trigger event – lost, orphaned or abandoned
Back issues are removed and not avail anymore
Publisher ceases
Catastrophic failure by publisher delivered platform for a sustained period of time.

You get access to the content whether you subscribed or not.

Portico Archive Access Model
There is a rider that publishers can sign about 2/3 (85% of titles) allowing portico to host issues in post cancellation event.

4 user names and passwords per institutions to audit

Benefits to libraries
Facilitate libraries in the transition to elec. Environment
Provide practical mechanism to address “perpetual access” needs.
Shared infrastructure or virtual stacks reduces preservation costs system wide.
Provides a means of assuring access to e-resources over the long term and protects against gaps in library collections.

Libraries can send them list of issn’s and they will compare this to what is in Portico’s holdings. This is free service.

We all need to ask publishers to designate Portico as the post cancellation preservation provider.

Openurl is coming
Doi should be transferred
Crossref is also implemented

Notes from JSTOR Forum (October 23, 2007, Boston, MA) – “Faculty Needs and Librarians Perspectives: Findings from Two Nationwide Surveys”

Faculty Needs and Librarians Perspectives: Findings from Two Nationwide Surveys
Presented by Meredith Quinn, Services Project Manager, Ithaka

Ithaka – is an organization that does incubation projects for JSTOR, like Aluka.

“In the summer and fall of 2006, Ithaka (http://www.Ithaka.org) commissioned an outside research firm, Odyssey, to conduct surveys of the attitudes and perceptions of academic collection development librarians and faculty toward the transition to an increasingly electronic environment. These studies received 4,100 and 350 responses, respectively, and were cosponsored by JSTOR and Portico and in part by Aluka and NITLE. The studies build on similar faculty studies conducted in 2000 and 2003; by examining the librarians’ perspective as well, we can gain a fairly balanced perspective of the dynamic environment. Considered together, the findings suggest the need for libraries to take leadership in helping academia’s transition to the new environment (Roger C. Schonfeldan, Kevin Muthrie, Educause Review, July/august 2007).”

JSTOR will be emailing the complete data analysis to us after the forum.

Survey consisted of responses from 1400 4 year intuitions, consisting of all the JSTOR Classes, from very small to very large.

44K faculty surveys were sent out, 9% came back
Market research firm they used, Odyssey , does a lot of work on immerging technologies.
Survey was also sent to collection development librarians, one per institutions was accepted. 350 surveys came back from this group

This survey has been done every 3 yrs. But this was first to include librarians

Transitioning to Elec. Only journals environment – Librarians
1. 20%, 1 in 5 librarians said hard copy will always be needed
2. 40% happy to see backfile hard copy replaced by elec. (backfiles)
3. 60%, 2/3 are ready to cancel current print journals subscriptions (current issues)
4. 20% said in the near future libraries will not have to maintain hard copy anymore

Librarians at research institutions are more likely to say we will not need hard copy in near future.

Faculty are more conservative
1. 40%, 1 in 5 librarians said hard copy will always be needed
2. 20% happy to see backfile hard copy replaced by elec. (backfiles)
3. 60%, 2 out of 3 are ready to cancel current print journals subscriptions (current issues)

Now by Discipline
Fine with canceling print in favor of e-only access

Bio 70%
Engineering 78%
Law 55%
Economics 70%
Sociology 62%
Classics 35%
History 40%
Philosophy 48%

Interesting findings
Economist and Biologist have near the same high comfort level with the transition to e-only journals. Why? Maybe due to workflow of economist, which is very online now, a change from older studies.

1 out of 3 in Classics field is comfortable with the transition. This is relative high.

Faculty on the issue of preservation and archiving of e-resources
Long-term preservation of electronic journals—how important? This is consistent across all disciplines, rating as very important.

How happy are they with the state of archiving for long term?
High satisfaction as a whole, but they don’t really want to get into the nitty gritty details of how to do it.

Librarians on the preservation and archiving issue?
How important now and in five years?
Very high priority, similar to the faculty. But place a much heavier importance on the the future (in five years).

Preservation of Hard Copies?
Faculty? — Higher if you ask them if important for some libraries but not mine. In other words it is important for someone to do it but not necessarily my library.

Ithaka is doing a research study to find out how many copies are important to keep in hard copy.

Librarians?
How important to preserving hard copy of reference material, journals, etc.?
Very important now but not as much in 5 years
It shows how important it is that the ARL libraries actually do take the lead with preservation. We really do need to think about this problem.

Value of Library Functions 2003 vs 2006
Survey looked at three functions:
1. Library as a starting point or gateway for locating information for my research (GATEWAY)

2. The library pays for resources I need (BUYER)

3. Library as a repository of resources–archives, preserves and keeps track of resources (ARCHIVE)

Buyer – even across both years
Gateway – down in 2006, decrease is mostly from the science disciplines. Are scholars googling more from their desk instead of using library resources, and is this bad? What does this mean for libraries?
Archive – even across both years.

Digital Repositories
Librarians – Does your institution have a digital repository for any kind of scholarly material? As would be expected the digital repositories are most widely available at the largest institutions. But even for the smaller institutions, digital repositories are seen as a very important function of the library.

For Librarians the top goal for a digital repository is the archiving and preserving institutional intellectual assets — 87%.

Contributing to a new framework for scholarly communication is also important, 47%.

For Faculty – Changing scholarly communication is low for faculty. Probable because they have a larger stake in the present system.

Faculty also do not know if there institution even has a digital repository.

Notes from JSTOR Forum (October 23, 2007, Boston, MA) – “Leveraging the Network: Building and Deploying a Collaborative Resources from and About Africa: An Introduction to Aluka. ”

Leveraging the Network: Building and Deploying a Collaborative Resources from and About Africa: An Introduction to Aluka.
Presented by Javanica Curry, Assistant Director, Library Relations, Aluka.

The need — resources from and about Africa are limited. Archives, libraries, and primary resource materials are dispersed and difficult to access. Digital resources can help level the playing field. Also oral tradition is hard to capture

The Mission — not for profit to put all these disperse resources online from and about
Africa.

Aluka approach — collection development: aggregate high quality curative collections from museums, libraries, etc., and put them in a digital library. They are also taking advantage of institutional contributions.

The technology — solid technology that is scalable, web based, and cost effective.

International partnerships — participation is critical. As participation grows so does understanding. Training librarians is important. Most critical is to make this project for the benefit of Africans.

Sustainability – participation, access, and contributions, technology, leveraging the network effect via participation.

Content area — African Plants Initiative – manuscripts, specimens, photographs, drawings, field notes, etc. Contains 288K objects.

Struggles for Freedom in Southern Africa — historical sources documenting the struggle against apartheid. Includes newspapers, underground literature, government documents, correspondence, oral histories, finding aids, etc. Selected by 6 national committees of scholars. Contains 180K pages.

African Cultural Heritage Sites and Landscapes — visual contextual and spatial documentation of African culture and heritage. 15 sites have been documented in phase I. 3D models, aerial photos, excavations, maps, notes, books, historic letters, GIS data, scholarly articles, photogrammetrics. Contains over 10K objects.

Aluka has a public site restricted to abstracts and thumbnails, indexed in Google. Member libraries can see the full site for a trial period until the end of the year. They want feedback from the membership. Contains all primary resource material with some secondary review material.

Objects can be measured and images manipulated using the image viewers tools.
You can save items to a MyAluka account. User can also share items in their MyAluka account with other registered users. Users can share saved items with up to 20 email addresses. But again, they must be members to access the data.

The content now in Aluka is just a start. It is important for the user community to participate. The content areas can grow but it depends on what becomes available from participants. This metadata is all indexed in Google.

Aluka is a discovery tool. We don’t need to put everything in that exists in Aluka, but have it serve as a starting point containing important items to serve as pointers to more extensive collections.

Free Access to  Aluka Available through June 2008.

Aluka is pleased to offer our individual users free access for the duration of the JSTOR Partner Preview.

You can create an Aluka ID to gain access through 30 June 2008. Your access will work both on campus and remotely.

• Learn more about how your institution can participate in Aluka for continued access.
• View a list of participating institutions.

Through your Aluka User ID, you can tag and save materials in the Aluka digital library, share your tags with others, add annotations to tagged materials, and save customized searches.

Questions? Please contact user_services@aluka.org.