Location: Board & Comms : I-Share Users' Group : IUG: Minutes 032709
I-Share Users’ Group Minutes

217-244-7532 and (toll free) 877-607-8979
Date: March 27, 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
Keith Eiten         (2007-2010, Pr),             Wheaton College
Stephanie Graves         (2006-2009, St.U),         Southern Illinois University at Carbondale
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
Alexis Rogers         (2008-2010CC)            Lincoln Land Community College

Members Absent:
Sandy Craig,         (2008-2011, CC)            Illinois Eastern Community Colleges

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

Decisions:

  • Minutes approved: as amended
  • Next meeting: April 24 at Heartland Community College

CARLI Board Report:

  • Oct 30 annual meeting at I Hotel
  • Approved product proposal from Product and Services committee; will look at ways to do “purchase on demand” materials not available in I-Share ($5,000)
  • No additional I-Share libraries for 2010 (recommendation to wait another year for adding more libraries)
  • Cost recovery program for projects that extract information from I-Share (example of data clean up projects, item status data, etc) Will have definition of ‘routine project’ and will provide estimate before instituting
  • Operational budget issues discussed in depth
  • Analyzer contract from Voyager cancelled (web based reporting tool); never been able to get it to work in our environment
  • Voyager upgrade
    • Survey about training databases is out now. Voyager 7.03 training database will be available soon
    • June still target date. Version that will be implemented still to be determined.
  • Check board minutes for additional information

Team Reports:

  • Acquisitions & Serials Team
    • Met at CARLI office, spent afternoon working on Voyager checklist scripts
    • Forum for April 30 at UIS
  • Cataloging and Authority Control Team
    • 3 mini forums resulted in positive feedback
    • Spring forum for April 30 at UIS (planning for upgrade in cataloging and acq/serials, workflows, panel discussion on workflows, cataloging break outs, table discussion for acquisitions)
    • Planning fall forum, discussion of selection of next Chair
    • Follow up discussion on Voyager upgrade; reviewing checklists for cataloguing module
  • Resource Sharing Team
    • Checklist scripts proceeding nicely
    • Looked at Ex Libris release notes about Voyager upgrade
    • Future of ILS discussion, list of questions to discuss at next meeting
    • Planning Wimba presentations on Voyager upgrade features for Circ/Resource Sharing
  • Instruction Team
    • Forum on April 2 on Using Social Technologies in Library Instruction at UIS
    • June 5 & 12 Tutorial creation workshops (Eastern & Columbia) using WINK,, hands on help with planning, storyboarding,& recording  (attendees limited to 15)
    • New chair is Rebecca Martin (current chair starts maternity leave in May)
  • OPAC Team
    • Voyager Upgrades and VuFind version 1.0 discussion
    • Usability document discussion
    • Jon Gorman gave interim account of efforts to integrate records into RefWorks

CARLI Office report:

  • CARLI survey asking for satisfaction with CARLI services and products results currently out and more information will be in newsletter
  • Looking for volunteers, response has been good, open until end of April
  • HACQfest for acquisitions module on June 9 at CARLI office
  • Reminder to check system status page for the blog update
  • Public Services Working Group has regional open houses on May 22 at Heartland and ISU, May 29 at John Wood and Quincy and June 19 at Northwestern
  • Voyager upgrade—still progressing, not sure which version will come up on in June

Agenda Discussion:

  • Volunteer usability group—finalized draft and approved. OPAC team will oversee
  • Reports Forum—use of Wimba is good, limits presentation to 1 hour (multiple days)
  • Ad Hoc Statistics Task Force charged completed; good document!
  • Copyright workshop was popular; work on follow up copyright workshop next year
  • Liaisons Forum Planning
    • May 21 in Champaign, registration open on April 20(save the date to the Liaisons list)
    • Morning: Registration, introduction of new liaisons, when to call support, statistics report overview usability checklist, Voyager upgrade, break for lunch,
    • Afternoon: future of ILS discussion (ask liaisons to discuss with others in library and bring thoughts)
  • E-resources cataloguing task force (Steven Smith)
    • With cataloguing guidelines about 5 years old (although some updates),  Stephen proposes new task force to look at electronic resource guidelines with input from variety of teams and working group
    • Some perspective needed on separation of e-resources (e-books, streaming media, online journals).
    • Xiaotian was on the 2003-2004 task force drafting the 2004 guidelines.  He said SFX was not a factor then but now SFX is playing an important role in retrieving e-journals.  The old task force did a national survey in 2003 before drafting the guidelines and he did a similar survey in 2008.
    • Stephen, Xiaotian, Keith and Carlos will draft charge and  guidelines based on 2004 document (2006 update) Jessica will be liaison from CARLI (with Paige also helping out)
      • Identify best practices
      • Develop recommendations
      • Call for volunteers
  • Forum evaluations revised to be more quantitative: workshops, forums and Wimba evaluations
  • Lorna will design a template for online survey for each type of meeting
  • Future of ILS
    • Must keep
      • Seamless Universal borrowing
      • Discovery layer and back end work seamlessly together even if from different vendors
      • Text messaging call numbers (expand)
      • Shelf status, limit by location, hot links to call numbers, authors, etc
      • Bulk importing and reporting
      • Data integrity
      • “Instant” updating
    • Annoyances
      • ‘Click heavy’
      • Response time, (long time to load, work faster)
      • Multiple volume requesting
      • Search  logic (should default to ‘and’)
      • Easier authentication (minimum passwords)
      • Communication with external billing systems
      • Lack of customization
      • Easily linking and presenting streaming visual media
      • Popular title issue
      • Lack of integration between clients (Circ & Bib info)
      • Having to recustomize with each upgrade
    • Dreaming big
      • Something already ready for mobile browser
      • Integrated ERMS into acquisitions client
      • Widget approach to catalog searches
      • Contact info/location information within catalog
      • Chat messaging within catalog
      • Text messaging within catalog (overdue notices etc.)
      • Built in citation management tools
      • ILS that communicates with billing systems (Banner)
      • “did you mean” feature, more than dictionary, also thesaurus
      • Multiple metadata schema
      • Transparent search logic
      • More Robust faceted search approach
      • ‘Other users searched’ helps
      • Mashup catalog/article database, single do-it-all library spot

Director’s questions included:
Timing of ‘moving’ to another system—how will we know when to move?
What is our tolerance for risk?

Future Agenda Items
E-resources cataloguing task force
Finalize approach to ILS discussion at Liaison forum

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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