SFX System Committee, Training Video Subcommittee, March 26, 2014

Attendance

Members Present

Anita Foster, (Illinois State University); Steve Oberg (Wheaton College)

Members Absent

Denise Green (Millikin University)

Staff Present

Paige Weston

Decisions

• Do not number lessons. Title lessons as questions new administrators might ask: not "How do I activate a target?" but "How do I tell SFX what we subscribe to?"
• Emphasize uses of the test server.
• Point to existing docdel webinar for now; redo eventually to mention CCC_GET_IT_NOW
• Postpone work on OPAC lesson: rely on existing documentation for now
• Do lesson on shared instance after all. Describe how it works. Mention early in it who-all participates, so non-participants can bail on the lesson. Mention shared instance in other localizing-the-KB lessons, too, as reminder that libs that use shared instance don't need to activate shared targets.
• Add Alexander Street Press examples to lesson on activating aggregator targets.
• Five minutes is not necessarily too long for a single-topic lesson.
• Make the pathfinder doc to these lessons be next year's white paper.
• Aim to finish two lessons/month; release first set during the summer.

Assignments

Anita

• Clarify with Denise what she meant to cover in her suggested lesson #16.
• Draft slides, speaker notes and full script for:
  • How Do I Connect to SFXAdmin?
  • How Do I Search the Knowledge Base?
  • What Are My Duties When CARLI Applies a KB Update?
  • How Do I Customize the Look and Feel of SFX?
  • How Do I Control Which Links Users See on Our SFX Menu [collaborate with Steve]:
    • DisplayLogic
    • Target ranking
    • Basic/collapsed menu
  • How Do I Tell SFX What We Subscribe To? eBooks, Videos and More

Steve

• Draft slides, speaker notes and full script for:
  • How Do I Tell SFX What We Subscribe To? Using the DataLoader
  • How Do I Tell SFX What We Subscribe To? Representing Library Coverage in Thresholds
  • How Can My Users Report a Problem?
    • LOCAL_FEEDBACK target
    • Report Broken Link feature
    • Report a Problem link on DirectLink banner
  • How Do I Choose the Right Target?

Denise?

Denise's assignments tentative, since she wasn't present to defend herself or express a preference

• Draft slides, speaker notes and full script for:
  • How Do I Tell SFX What We Subscribe To? Aggregator Subscriptions
  • How Do I Tell SFX What We Subscribe To? Direct Subscriptions
  • What Do I Do When My Users Report a Problem? General troubleshooting tips and techniques
  • How Do I Use SFX to Assess My Collections?

Paige

• Record all the lessons and get them posted to the web.
• Draft slides, speaker notes and full script for:
  • What is SFX? An Introduction
  • What is an OpenURL?
  • What are SFX Sources and Targets?
  • How Does SFX Link from Sources to Targets?
  • How Do My Users Get Access? SFX Proxy Settings
  • What Do I Need To Know about SFX Target Parsers and Parse Params?
  • Where's the Documentation? Navigating through the Ex Libris DocPortal

Postponed/Unassigned for now

• How Does SFX Know What We Subscribe To? CARLI's Shared Instance
• Localizing the KB: getDocumentDelivery services. Rely on existing webinar recording for now.
• Localizing the KB: Your Library's OPAC As Source and/or Target. Rely on existing CARLI documentation for now.
• Maintaining the KB: Resources for Learning More and Asking Questions
• What can CARLI do for you? Lesson to cover troubleshooting help, special queries, KB extracts for third parties, etc. Rely on existing documentation for now.
• Stats/Reports/Queries. Rely on existing recordings for now.