Thursday, October 21
7:45-9:30
Cheng Library Friends Room – Registration, continental breakfast
9:30-10:00
Cheng Library Auditorium – Introduction & Welcome Edward Weil, Provost and Senior Vice President for Academic Affairs; Anne Ciliberti, Director of the David and Lorraine Cheng Library
10:00 – 11:00
Cheng Library Auditorium – ELUNA/IGeLU Updates and Ex Libris Update and Overview of Product Plans.
11:00- 11:15
Cheng Library Friends Room – Break
11:15 – 12
Breakout Session 1
1A – Paterson Room - Acquisitions Automation: import without data going bump in the night (Aleph) - Kevin J Collins, Stony Brook University
Fully automated import of marc records, orders and invoices into Aleph may not sound flashy, yet our automated methodology allows us to sleep at night. Significantly reducing mundane tasks frees acquisitions staff for the more important work. We enter orders online with the vendor, and within 24 hours data is automatically imported into Aleph. Staff come into work to find Aleph in the middle of the night brought in bibliographic records, orders, invoices, and budget transactions. IT and non-IT staff receive custom reporting, including monitoring of the ongoing flow of data. This presentation focuses on the technical aspects of the automation we use. There will be time made for open discussion. The purpose is to share ideas from other people about their EDI techniques.
1B – Amy Job Classroom - Voyager Extracts and Batch Editing for Catalogers (Voyager)- Mark Sandford, William Paterson University
While Access queries and server-side MARC record exports can be a powerful tool, they often require the expertise of a Systems Librarian or other specialized staff. Targeted to Cataloging and other Technical Services staff, this presentation will demonstrate how to extract bibliographic and holdings records from Voyager, perform batch changes, and load the modified records back into the database without the need for database queries or direct access to the server. Gary Strawn’s Vgerselect and Terry Reese’s MarcEdit programs will be showcased, as well as Voyager’s WebAdmin module.
1C – Library Auditorium- Data Warehousing and Mining Data from Library and University Systems for Assessment of Library Operations (General) – Ray Schwartz, William Paterson University
The session will cover the Cheng Library's effort to build a system that brings together transactional data from a variety of library systems and services for purposes of management, evaluation and assessment. A long term goal is to assess use of the library's materials, electronic resources, catalog, interlibrary loan, web pages, and so on by patron demographics (such as status and department/major) and influence budgetary decisions based on the outcomes. An actual example is linking the data from proxy server transaction logs (databases accesses and interlibrary loan (ILL) requests) with the integrated library system (ILS) circulation transactions and patron data from the University's enterprise resource planning system (Banner). The audience will see how combining transactional data and user demographics from various physically separate sources can enhance the ability to monitor, evaluate, assess, and manage the impact of library services.
12:15-1:30
Student Center 209-211 Lunch
1:30-2:30
Cheng Library Auditorium – Plenary, Keynote -
URM and Princeton: A Partner’s Perspective - Trevor Dawes & Janet Lute, Princeton University
The library staff of Princeton University involved in the URM development will present the process and the progress made to date.
2:30-2:45
Cheng Library Friends Room – Break
2:45-4:00
Cheng Library Auditorium - Ex Libris Session URM (Unified Resource Management)
Ex Libris Framework for Next Generation Library Services
Unified Resource Management FAQ
4:00-5:00
Roundtables
R1 – Paterson Room - 'Best practices' with EDI (Aleph) – KJ Collins, Stony Brook University
R2 – Amy Job Classroom - Customization of Tomcat WebVoyage (Voyager)- Yongming Wang, The College of New Jersey
R3 – L01 - Authority control (General)- Jennifer Palmisano, Center for Jewish History
R4 - Library Auditorium - Cataloging (Voyager) - Deborah Pluss, William Paterson University
5:00
Dinner – Sign up sheets in Cheng Library Friends Room. Groups led by Cheng Library Staff to area restaurants. See Restaurant Guide.
Friday, October 22
8:00-9:00
Cheng Library Friends Room – continental breakfast
9:00-9:45
Breakout Session 2
2A – Paterson Room - E-Books Management: Focus Group Update and Discussion (General)- Karin Wikoff, Ithaca College
Anyone dealing with the shifting sands of managing e-books, from the various business models offered by vendors, to getting quality metadata into your ILS efficiently, to the wild adventures of patron driven acquisitions, will be interested to hear what the Ex Libris E-Book Management Focus Group has put together to help Ex Libris as they develop the URM. Ms. Wikoff, a member of the focus group, will give an update on their work, and then introduce current issues in e-book management for discussion.
2B – Amy Job Classroom - Techniques for Voyager Disaster Recovery and Business Continuity (Voyager)- Christopher Manly, Cornell University
When a disaster strikes, how do you protect the system that is the heartbeat of your library's operation? When something goes wrong, how do you act quickly to get things up and running again? Everyone would like to have a completely resilient system, but extra redundancy costs extra money, and we are in an era of belt-tightening. How do you balance risk management and cost management?
Cornell University has employed a multi-layered approach to backups, disaster recovery, and business continuity to ensure smooth operation and minimal downtime in a number of disaster scenarios. This presentation will:
- Cover principles of business continuity and disaster recovery
- Give examples of how techniques have been implemented at Cornell
- Offer guidance to attendees on how to find the "right fit" approach for their institution while balancing available resources and service requirements
2C – L01 – Aleph Product Working Group Update (Aleph) – Christine Moulen, MIT
2D - Library Auditorium – Integrating Umlaut and Xerxes with Primo via PDS (Primo)- Scot Dalton, NYU
Ongoing efforts at NYU aim to provide a unified user experience over disparate vendor supported and open source systems. Using an extended PDS schema, Primo custom tiles and the Xerxes and Umlaut open source projects, we hope to provide a more seamless experience to patrons.
9:45-10:00
Cheng Library Friends Room – Break
10:00-10:45
Breakout Session 3
3A – Paterson Room - Managing a Bibliographic Reconciliation between our Voyager ILS and OCLC's Worldcat (Voyager)- Melissa A. Wisner, Yale University
Yale University Library is undertaking a bibliographic reconciliation between our Voyager ILS and OCLC's Worldcat. This effort involves extracting about 6.5 million bibliographic records and sending them in batches to OCLC for matching and loading. The process will either add, update or delete our library's holdings in OCLC's Worldcat. The effort is going to introduce millions of new records into Worldcat especially from our government documents collection and our various special collections. The presentation will discuss the planning and project management for an OCLC reconciliation including, what we selected to send and why, what errors we discovered in our database through the evaluation process, to use OCLC Institutional Record numbers or not, how we worked with OCLC to determine data issues such as records in our African Language collection and OCLC's compliance with UTF-8 character sets, and the local programs we developed to load back into Voyager the OCLC IR and M aster record numbers, the special indexes we had Ex Libris create for better control number searching post-reconciliation, etc. The presentation is intended to shed light on a major technical services undertaking, and lesson learned about Voyager, Voyager APIs, and OCLC.
3B – Amy Job Classroom - Mobile Library Websites (General)- Yongming Wang, The College of New Jersey
The increased use, particularly among the college students, of mobile devices with internet access such as smart phones, i-phone, has provided another opportunity for the libraries to offer the library services and resources to their patrons anywhere/anytime/anyhow. This presentation will review the current practice and examples of library mobile website development and predict the near-future trend in the mobile technology.
3C – Library Auditorium – Aleph data back and forth with other campus systems (Aleph) – Christine Moulen, MIT
Aleph data back and forth with other campus systems (E.g. invoices for payment, patrons, overdue fines for billing)
10:45-11:00
Cheng Library Friends Room – Break
11:00-11:45
Breakout Session 4
4A – Paterson Room - Web OPAC 2.0: Discovering a Better Search Tool (General)- Kevin J Collins, Darren Chase, Stony Brook University
Patrons commonly begin an academic search in Google, yet many Library's would prefer to provide a single search that leverages the power of their existing collections.
Give your library the edge with a tool that discovers resources in your catalog and beyond. Provide a single result set that includes catalog materials, digital resources and subscription databases (including full text articles) with relevant and high quality academic resources.
This presentation describes our Library's Discovery tool search process, with some practical advice about issues other libraries may want to consider.
4B – Amy Job Classroom – Voyager Server Security and Monitoring (Voyager)- James DeRose, William Paterson University
This will be a short presentation of some of the security practices and monitoring tools that the Cheng Library uses for its Voyager system. We will briefly discuss log monitoring, intrusion detection and best practices for server updates and patching. Attendees are encouraged to discuss what they use on their system and why/how/if it works.
4C – Library Auditorium - Metadata Cross-walking/Transforming and Federated Searching in Ex Libris Products (General) - Anthony Dellureficio, New School University
As the information services industry moves toward increased federated searching, Ex Libris products have added functionality which allows metadata gathering and searching across many types of descriptive schemata including those created within Ex Libris products, as well as metadata gathered through ingestion of externally created records and harvesting data from other ILS or vendors though protocols such as OAI. This session will look at the different types of metadata schemata (MARC, DC, EAD, etc.) that one might wish to integrate through Primo, Metalib, Digitool, SFX, or other search tools. It will discuss the possibility of metadata loss through increased federated searching, and options for overcoming this loss in Ex Libris products through metadata design, transformer/crosswalk alteration, and metadata migration.
11:45-1:00
Cheng Library Auditorium – Lightning Talks
1:00-2:00
Lunch at Student Center Food Court
2:00 – Conference ends