Speaker: Emily Guhde, NCLIVE
“We’ve Got Your Number: Making Usage Data Matter” is the project they are working on. What is a good target cost per use for their member libraries? They are organizing this by peer groups. How can the member libraries improve usage? They are hoping that other libraries will be able to replicated this in the future.
Speaker: Francis Kayiwa, UIC
He is a server administrator with library training, and wanted to be here to understand what it is his folks are coming back and asking him to do. Cross-pollinate conferences — try to integrate other kinds of conferences happening nearby.
Speaker: Annette Bailey, Virginia Tech
Co-developed LibX with her husband, now working on a new project to visualize what users are clicking on after they get a search result in Summon. This is a live, real-time visualization, pulled from the Summon API.
Speaker: Angie Rathnel, University of Kansas
Have been using a SAS called Callisto to track and claim eresources. It tracks access to entitlements daily/weekly, and can check to make sure proxy configurations are set up correctly.
Speaker: Cindy Boeke, Southern Methodist University
Why aren’t digital library collections included with other library eresources on lists and such (like the ubiquitous databases A-Z page)?
Speaker: Rick Burke, SCELC
SIPX to manage copyright in a consortial environment. Something something users buying access to stuff we already own. I’m guessing this is more for off-campus access?
Speaker: Margy Avery, MIT Press
Thinking about rich/enhanced digital publications. Want to work with libraries to make this happen, and preservation is a big issue. How do we catalog/classify this kind of resource?
Speaker: Jason Price, Claremont Colleges
Disgruntled with OpenURL and the dependency on our KB for article-level access. It is challenging to keep our lists (KBs) updated and accurate — there has to be a better way. We need to be working with the disgrundterati who are creating startups to address this problem. Pubget was one of the first, and since then there is Dublin Six, Readcube, SIPX, and Callisto. If you get excited about these things, contact the startups and tell them.
Speaker: Wilhelmina Ranke, St. Mary’s University
Collecting mostly born digital collections, or at least collections that are digitized already, in the repository: student newspaper, video projects, and items digitized for classroom use that have no copyright restrictions. Doesn’t save time on indexing, but it does save time on digitizing.
Speaker: Bonnie Tijerina, Harvard
The #ideadrop house was created to be a space for librar* to come together to talk about librar* stuff. They had a little free library box for physical books, and also a collection of wireless boxes with free digital content anyone could download. They streamed conversations from the living room 5-7 times a day.
Speaker: Rachel Frick Digital Public Library of America focuses on content that is free to all to create a more informed citizenry. They want to go beyond just being a portal for content. They want to be a platform for community involvement and conversations.
Updates from Serials Solutions – mostly Resource Manager (Ashley Bass):
Keep up to date with ongoing enhancements for management tools (quarterly releases) by following answer #422 in the Support Center, and via training/overview webinars.
Populating and maintaining the ERM can be challenging, so they focused a lot of work this year on that process: license template library, license upload tool, data population service, SUSHI, offline date and status editor enhancements (new data elements for sort & filter, new logic, new selection elements, notes), and expanded and additional fields.
Workflow, communication, and decision support enhancements: in context help linking, contact tool filters, navigation, new Counter reports, more information about vendors, Counter summary page, etc. Her most favorite new feature is “deep linking” functionality (aka persistent links to records in SerSol). [I didn’t realize that wasn’t there before — been doing this for my own purposes for a while.]
Next up (in two weeks, 4th quarter release): new alerts, resource renewals feature (reports! and checklist!, will inherit from Admin data), Client Center navigation improvements (i.e. keyword searching for databases, system performance optimization), new license fields (images, public performance rights, training materials rights) & a few more, Counter updates, SUSHI updates (making customizations to deal with vendors who aren’t strictly following the standard), gathering stats for Springer (YTD won’t be available after Nov 30 — up to Sept avail now), and online DRS form enhancements.
In the future: license API (could allow libraries to create a different user interface), contact tools improvements, interoperability documentation, new BI tools and reporting functionality, and improving the Client Center.
Also, building a new KB (2014 release) and a web-scale management solution (Intota, also coming 2014). They are looking to have more internal efficiencies by rebuilding the KB, and it will include information from Ulrich’s, new content types metadata (e.g. A/V), metadata standardization, industry data, etc.
Summon Updates (Andrew Nagy):
I know very little about Summon functionality, so just listened to this one and didn’t take notes. Take-away: if you haven’t looked at Summon in a while, it would be worth giving it another go.
360 Link Customization via JavaScript and CSS (Liz Jacobson & Terry Brady, Georgetown University):
Goal #1: Allow users to easily link to full-text resources. Solution: Go beyond the out-of-the box 360 Link display.
Goal #2: Allow users to report problems or contact library staff at the point of failure. Solution: eresources problem report form
They created the eresources problem report form using Drupal. The fields include contact information, description of the resource, description of the problem, and the ability to attach a screenshot.
When they evaluated the slightly customized out of the box 360 Link page, they determined that it was confusing to users, with too many options and confusing links. So, they took some inspiration from other libraries (Matthew Reidsma’s GVUS jQuery code available on Github) and developed a prototype that uses custom JavaScript and CSS to walk the user through the process.
Some enhancements included: making the links for full-text (article & journal) butttons, hiding additional help information and giving some hover-over information, parsing the citation into the problem report page, and moving the citation below the links to full-text. For journal citations with no full-text, they made the links to the catalog search large buttons with more text detail in them.
Some of the challenges of implementing these changes is the lack of a test environment because of the limited preview capablities in 360 Link. Any changes actually made required an overnight refresh and they would be live, opening the risk of 24 hour windows of broken resource links. So, they created their own test environment by modifying test scenarios into static HTML files and wrapping them in their own custom PHP to mimic the live pages without having to work with the live pages.
[At this point, it got really techy and lost me. Contact the presenters for details if you’re interested. They’re looking to go live with this as soon as they figure out a low-use time that will have minimal impact on their users.]
Customizing 360 Link menu with jQuery (Laura Wrubel, George Washington University)
They wanted to give better visual clues for users, emphasize the full-text, have more local control over linkns, and visual integration with other library tools so it’s more seamless for users.
They started with Reidsma’s code, then then forked off from it. They added a problem link to a Google form, fixed ebook chapter links and citation formatting, created conditional links to the catalog, and linked to their other library’s link resolver.
They hope to continue to tweak the language on the page, particularly for ILL suggestion. The coverage date is currently hidden behind the details link, which is fine most of the time, but sometimes that needs to be displayed. They also plan to load the print holdings coverage dates to eliminate confusion about what the library actually has.
In the future, they would rather use the API and blend the link resolver functionality with catalog tools.
Custom document delivery services using 360 Link API (Kathy Kilduff, WRLC)
They facilitate inter-consortial loans (Consortium Loan Service), and originally requests were only done through the catalog. When they started using SFX, they added a link there, too. Now that they have 360 Link, they still have a link there, but now the request form is prepopulated with all of the citation information. In the background, they are using the API to gather the citation information, as well as checking to see if there are terms of use, and then checking to see if there are ILL permissions listed. They provide a link to the full-text in the staff client developed for the CLS if the terms of use allow for ILL of the electronic copy. If there isn’t a copy available in WRLC, they forward the citation information to the user’s library’s ILL form.
License information for course reserves for faculty (Shanyun Zhang, Catholic University)
Included course reserve in the license information, but then it became an issue to convey that information to the faculty who were used to negotiating it with publishers directly. Most faculty prefer to use Blackboard for course readings, and handle it themselves. But, they need to figure out how to incorporate the library in the workflow. Looking for suggestions from the group.
Advanced Usage Tracking in Summon with Google Anaytics (Kun Lin, Catholic University)
In order to tweak user experience, you need to know who, what, when, how, and most important, what were they thinking. Google Anayltics can help figure those things out in Summon. Parameters are easy ways to track facets, and you can use the data from Google Analytics to figure out the story based on that. Tracking things the “hard way,” you can use the conversion/goal function of Google Analytics. But, you’ll need to know a little about coding to make it work, because you have to add some javascripts to your Summon pages.
Use of ERM/KB for collection analysis (Mitzi Cole, NASA Goddard Library)
Used the overlap analysis to compare print holdings with electronic and downloaded the report. The partial overlap can actually be a full overlap if the coverage dates aren’t formatted the same, but otherwise it’s a decent report. She incorporated license data from Resource Manager and print collection usage pulled from her ILS. This allowed her to create a decision tool (spreadsheet), and denoted the print usage in 5 year increments, eliminating previous 5 years use with each increment (this showed a drop in use over time for titles of concern).
Discussion of KnowledgeWorks Management/Metadata (Ben Johnson, Lead Metadata Librarian, SerialsSolutions)
After they get the data from the provider or it is made available to them, they have a system to automatically process the data so it fits their specifications, and then it is integrated into the KB.
They deal with a lot of bad data. 90% of databases change every month. Publishers have their own editorial policies that display the data in certain ways (e.g., title lists) and deliver inconsistent, and often erroneous, metadata. The KB team tries to catch everything, but some things still slip through. Throught the data ingestion process, they apply rules based on past experience with the data source. After that, the data is normalized so that various title/ISSN/ISBN combinations can be associated with the authority record. Finally, the data is incorporated into the KB.
Authority rules are used to correct errors and inconsistencies. Rule automatically and consistently correct holdings, and they are often used to correct vendor reporting problems. Rules are condified for provider and database, with 76,000+ applied to thousands of databases, and 200+ new rules are added each month.
Why does it take two months for KB data to be corrected when I report it? Usually it’s because they are working with the data providers, and some respond more quickly than others. They are hoping that being involved with various initiatives like KBART will help fix data from the provider so they don’t have to worry about correcting it for us, but also making it easier to make those corrections by using standards.
Client Center ISSN/ISBN doesn’t always work in 360 Links, which may have something to do with the authority record, but it’s unclear. It’s possible that there are some data in the Client Center that haven’t been normalized, and could cause this disconnect. And sometimes the provider doesn’t send both print and electronic ISSN/ISBN.
What is the source for authority records for ISSN/ISBN? LC, Bowker, ISSN.org, but he’s not clear. Clarification: Which field in the MARC record is the source for the ISBN? It could be the source of the normalization problem, according to the questioner. Johnson isn’t clear on where it comes from.
They started by playing some clips from NPR broadcasts in which librarians had a role in fact-checking or researching the content. The library is in the digital division, along with the folks who manage the website and API. It is innovating, but also aware that they need a lot of development.
They have begun showing up at divisional product status meetings in order to increase the visibility of their archival project. They have become embedded in other project as experts as a result of this visibility. This is an intentional shift from being viewed as only a service used when their clients needed them.
They used a pilot to both determine which product to use and to get buy-in from their stakeholders. They used Agile to develop the new website and have since adopted it across the board. The team meets daily to talk about what they did the day before and what they plan to do that day. This allows for flexibility and making sure that deadlines will be met. Agile is like baking a new recipe for the first time. You might burn a few, but you know what goes into it and can work to improve it for the next time.
The result is that they were able to redirect and focus their roles away from the ones that were slowly dying. The reference librarians are dispersed across the newsroom to be available at the source, and others are embedded into projects.
Speakers: Jodi Stiles & Greta Marlatt (Homeland Security Digital Library)
After 9-11, the Naval Postgraduate School was asked to come up with a homeland security program, and since then there have been a variety of distance/online masters and certificate options developed.
Five years ago, they had proprietary educational and research support systems that did not talk to each other and were often complicated or duplicative. They got to the point where their servers were crashing every 30 minutes, with each vendor pointing the finger at the others.
To get around the hassle of contracting services, they have adopted open source solutions. Drupal, Moodle, Solr, MediaWiki, and osTicket are their main solutions, and the folks that work with them actually understand what is going on. However, they found that they couldn’t build a whole out of open source parts. After trying to build connectors, they eventually wrote their own tools.
As a result, their stakeholders and the librarians get what they want. They understand how it works and can respond quickly to enhancement requests. However, they have found that they need to be careful about reinventing the wheel.
[I took notes on paper because my netbook power cord was in my checked bag that SFO briefly lost on the way here. This is an edited transfer to electronic.]
presenter: Joseph Baisano
Dashboards pull information together and make it visible in one place. They need to be simple, built on existing data, but expandable.
Baisano is at SUNY Stonybrook, and they opted to go with Microsoft SharePoint 2010 to create their dashboards. The content can be made visible and editable through user permissions. Right now, their data connections include their catalog, proxy server, JCR, ERMS, and web statistics, and they are looking into using the API to pull license information from their ERMS.
In the future, they hope to use APIs from sources that provide them (Google Analytics, their ERMS, etc.) to create mashups and more on-the-fly graphs. They’re also looking at an open source alternative to SharePoint called Pentaho, which already has many of the plugins they want and comes in free and paid support flavors.
presenter: Cindi Trainor
[Trainor had significant technical difficulties with her Mac and the projector, which resulted in only 10 minutes of a slightly muddled presentation, but she had some great ideas for visualizations to share, so here’s as much as I captured of them.]
Graphs often tell us what we already know, so look at it from a different angle to learn something new. Gapminder plots data in three dimensions – comparing two components of each set over time using bubble graphs. Excel can do bubble graphs as well, but with some limitations.
In her example, Trainor showed reference transactions along the x-axis, the gate count along the y-axis, and the size of the circle represented the number of circulation transactions. Each bubble represented a campus library and each graph was for the year’s totals. By doing this, she was able to suss out some interesting trends and quirks to investigate that were hidden in the traditional line graphs.
