217-244-7532 and (toll free) 877-607-8979.
Date: February 20, 2009
CARLI Office

Members Attending:
Carlos Melian,         (2006-2009 St. U)        Northeastern Illinois University
Mary Burkee         (2009-2011, StU)         University of Illinois Urbana-Champaign
Xiaotian Chen         (2006-2009, Pr),             Bradley University
Sarah McHone-Chase    (2007-2010, St.U),         Northern Illinois University
Jason Rossi         (2009-2011, Pr)             Robert Morris College
Karen Whisler         (2009-2011, StU)         Eastern Illinois University
Carol Reid         (2007-2010, CC),         Heartland Community College
Stephen Smith         (2007-2010, St. U),         University of Illinois at Springfield
Sandy Craig,         (2008-2011, CC)            Illinois Eastern Community Colleges
Alexis Rogers         (2008-2010CC)            Lincoln Land Community College

Members Absent:
Keith Eiten         (2007-2010, Pr),             Wheaton College
Stephanie Graves         (2006-2009, St.U),         Southern Illinois University at Carbondale


CARLI Staff Attending: Lorna Engels, Kristine Hammerstrand, Cathy Salika,

Decisions:

• Minutes approved
• Next meetings:     March 27, 2009 at the CARLI office
  April 24, 2009 at Heartland Community College
  May 22, 2009 at CARLI, with Team Chairs and Chairs-Elect

CARLI Board Report: Board meets on March 6,

Team Reports:

• Acquisitions & Serials Team by Karen
  • OCLC review board attended by team member
  • World Cat ongoing pilot
  • Focus groups on URM (Unified resource manager), ILS core
  • Discussion of whether to include “Future of ILS” on Forum agendas
  • ACQ SER FAQ looking for new questions
  • Additional committee resignation, now 2 vacancies
  • HACKfest for shared acq
  • Chicago forum was successful
  • No quarterly conference call
  • Working on test ‘script’ for Voyager upgrade
• Cataloging and Authority Control Team (Stephen)
  • Meeting Feb 10 about mini forums
  • Spring forum April 30
  • Discussion on Voyager test scripts
  • OCLC ‘expert community’ experiment—will send out information to catalogers
  • Preliminary planning for Aug Forum
• Resource Sharing Team by Sarah
  • Meeting Jan. 22
  • Report on ‘Going the extra mile’ via Wimba session
• Instruction Team by Lorna
  • April 2 forum—working out final details
  • Tutorial workshops on June 5 (Eastern) and 12(Columbia), discussion of scripting and storyboarding
• OPAC Team
  • Discussion of Usability Draft:
    • One concern that was discussed is that libraries won’t feel any incentive to be testing libraries as it seems to be left to their desire to benefit the greater good.  The testing library assumes all costs (as CARLI will not be able to support them).  Other members of the team brought up their libraries and others where movements are under way to make assessment, including usability testing, a regular activity.
    • Hopefully they would be able to fit some of our requested testing in with their activities without too much difficulty.  Another concern over how reliable testing data would be if the testing scripts are not standardized.  The team decided that while that would be a good goal for the future, the goal for now is to increase the frequency of testing and get some data (some is better than none).
  • Ideas for Usability Testing So Far:
    1. What do people expect to happen in an anyword anywhere search in Web Voyage?  Should it remain as an implied Boolean 'or', or do they expect it to find all their search terms?  And if they expect it to find all their terms, should it still be called 'anyword anywhere'?  Pros and cons of leaving things as is, or changing.
    2. What do people expect to happen in a title search?
       Should it remain as is, or would they prefer a title?
       words search?
    3. User preferences/expectations on tagging in VuFind.  What do they expect to happen with different syntax options, and what seems intuitive for them (spaces, commas, quotes). There doesn’t seem to be a standard for this as of yet, and different sites (like Flickr, etc.) seem to use different rules.
    The team will collect more testing ideas on the OPAC team wiki. Suggestions are welcome for both catalog interfaces.

CARLI Office report:

• Registration for Reports Forum (3 sessions), Copyright, ICAT IACQ open now
• Instruction Team forum open today
• Macro express Workshop full with waiting list
• Twitter: CARLIoffice

Discussion:

• Volunteer Usability group
  • Review of comments by Jon Gorman
  • Usability Testing Volunteers (UTV list) will be open subscription
• Reports forum
  
  • Agenda is there, registration is open
• Liaisons forum (May 21 in Champaign)
  
  • At the I Hotel
  • Topics to include: Voyager upgrade, when to use RT and when to call, overview of Statistics report, Future ILS discussion
• Ad Hoc Statistics Task Force
  
  • Statistics report package ready
  • To be introduced at Reports Forum, IUG will review report via email
• Voyager upgrade and test scenarios from I-Share Teams
  
  • Stephen will discuss further with IACQ
• Future of the ILS
  
  • ILS discussion by team of desired functionality
• Impact of I-Share member institutions’ budget situation on CARLI/I-Share activities
  
  • Put on agenda for continued discussion
• Web Voyage/UB problem when an item is owned by many libraries
  
  • Time out occurs in Web Voyage if item owned by many libraries
  • VuFind workaround poses concerns for some libraries concerning student logins
  • No known solution identified
• Other items
  
  • Team annual reports due in May, just before May 22 IUG meeting
  • Chairs and Chair-elect will attend May 22 meeting at CARLI
  • Calendar dates:
    
    • Reports Forum on Feb 26-27
    • Copyright Forum on March 20
    • Liaison Forum on May 21

Future Agenda Items

• Agenda for Liaisons forum
• Formalizing discussion for ILS future,
  
  • how to find out what librarians working with I-Share want in an ILS
  • Teams work on a wish list of things they want the ILS to do
• Discussion of budget impact on travel and volunteering for teams and committees

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Board

Executive Committee
Finance Committee
Personnel Committee
Products and Services Vetting Committee
Program Planning Committee

Collections Working Group
E-resources Working Group
Preservation Working Group
Public Services Working Group

Digital Collections Users
I-Share Users
I-Share Acquisitions & Serials Team
I-Share Cataloging & Authority Control Team
I-Share Instruction Team
I-Share OPAC Team
I-Share Resource Sharing Team

Illinois Repository Task Force
Image Database Task Force
Learning Objects Task Force
Library Tools Task Force
Seamless Access Task Force
Statewide Serials Collection Task Force