prelim prog descript iug 2010 by Bh6Ako8

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									                                                                                    Preliminary Program Descriptions IUG 2010
Session
                Track Title                Program Title                                                               Published Description                                                            User Level
Number
                                                              Location codes play a critical role in locating material in the library. However, they do much more in the system. We will be
              Cataloging and                                  looking at two different structures: hierarchical and list formats. How you structure your codes can be extremely beneficial in
  A1                                 Location Codes and More!                                                                                                                                              All
               Authorities                                    gathering data on your collection. We will examine the advantages and disadvantages of both. We will also look at call
                                                              number prefixes as an aid for shelving.
                                                               Geared to Public Libraries. We will look at where to start and where you can go in MilCirc. What kind of patron information is
                                                               helpful and how to use it to provide outstanding customer service. Notices and reports; what they are, how often you should
  A2            Circulation          MilCirc Basics and Beyond                                                                                                                                          Beginner
                                                               run them and how they make your job easier. Those "extra" bells and whistles... what they do for you and how you can make
                                                               them fit into your day-to-day activities. Please bring your questions!!

                                     System Administration       What should you know before moving to a new release? How often should your server be rebooted? How can you be sure
  A3      Systems Administration                                                                                                                                                                           All
                                     Essentials                  your system is secure? These topics, and more, will be covered in this session on the essentials of system administration.

                                                                 OWLS provides administration and ILS support for a consortium of 50 small public libraries in Northeastern Wisconsin. Most
                                     Keeping a Public Library
                                                                 of the libraries rely on us for all of their data, so we provide a system of regularly scheduled reports and statistics, as well as
  B1       Reports and Statistics    Consortium Flying                                                                                                                                                 Intermediate
                                                                 the opportunity to request specialized reports on demand. We'll discuss the tools we use to keep our libraries up to date,
                                     Smoothly
                                                                 including emailed reports, posted reports, a special website, and support staff who regularly scan the database for problems.
                                                                Are you wondering what makes circulation tick? Want to know which tables play a role in circulation? This program will
                                     Loan Rules, the Determiner examine how the loan rule determiner table works, how loan rules are constructed, and what to do when new codes are
  B2            Circulation          Table, and How to Make     created. It will provide cleanup and maintenance tips for optimizing your circulation tables. It will touch on circulation notices      Beginner
                                     Your System Sing for You and examine the many tables that affect how an item circulates. This program is intended for new system users in all types of
                                                                libraries.
                                                                This session will cover CSDirect, Innovative's online service center. We will generally introduce CSDirect and cover topics such
                                     CSDirect: Innovative's
  B3          Other/General                                     as opening and managing calls, searching for known issues, resources for release planning and upgrading, documentation and                 All
                                     Online Service Center
                                                                training resources and maintaining passwords and contact lists.
                                                                 When Scottsdale Public Library had to move selection responsibilities from the dozen staff who had been sharing them to one
                                                                 collection development coordinator AND shift staff out of Technical Services, the goal of implementing a comprehensive
                                     Extreme Makeover:           collection management strategy seemed out of reach. However through the creative use of both Millennium tools and staff
  C1      Acquisitions and Serials                                                                                                                                                                         All
                                     Collection Edition          and volunteer resources, Scottsdale is managing to keep the shelves clean and circulation up. Session will cover streamlining
                                                                 Acquisitions, managing customer Purchase Suggestions, effective use of floating collections, training staff to weed for
                                                                 condition, and setting criteria for list-based weeding using Create Lists and Millennium Scheduler.

                                                                 This session is for new system administrators, or those who have never customized the web experience of their catalog. We
                                                                 will explore MilAdmin and some of the tools and files in Webpac Pro you can use to change the appearance or functionality of
  C2             WebPAC              WebPAC 101                  your web catalog. We will touch upon: wwwoptions, bib_display.html, briefcit.html files, and a few others to show how you              Beginner
                                                                 can deviate from the standard WebPAC Pro Example Set. This session will also reveal how those awesome listproc helpers
                                                                 solve our catalog problems over email. Time allowing, we will show simple javascript codes to jazz up your catalog.




                                                                                                    Page 1 of 14
                                                                                Preliminary Program Descriptions IUG 2010

                                                              Are you getting the maximum benefits of integration between all your Innovative products? At a time when libraries need to
                                                              do more with less, it's more important than ever to be sure you are taking advantage of the synergy between products you
                                Reach Out: Patron Facing      already own. Small changes to how you present various products to your public can increase their impact in a way that both
C3       Other/General                                                                                                                                                                              All
                                Options                       patrons and staff will appreciate. Examples will focus on patron empowerment products and features including Integrated
                                                              Sign On with SSL, LDAP & SSO, MyMillennium, Online Patron Registration, Program Registration, Patron Record Feeds,
                                                              Ecommerce, and Express Lane.

                                                              Innovative's Output Vouchers product reduces workload by eliminating double entry of invoices for all types of libraries and
                                                              their accounting offices. This presentation shares UNI's less-than-perfect implementation and experiences. After briefly
                                Output Accounting with        reviewing the previous manual work flow, attention will focus on the implementation of the Output Vouchers interface, and
D1   Acquisitions and Serials                                                                                                                                                                   Intermediate
                                ORACLE                        the new work flow. You will hear a candid presentation of problems and successes, and get practical advice from both library
                                                              and local programming staff on how to make Output Vouchers work for you. (Repeat and update of original presentation at
                                                              2008 Washington conference.)
                                                              Four libraries share their experiences with user contributed information. Ratings, reviews, and tagging are new features for a
                                                              web 2.0 interface and librarians have mixed ideas about the usefulness of adding user contributed information to their public
                                                              displays. Librarians from Cuyahoga County Public Library, Las Vegas - Clark County Library District, London Public Library, and
D2           Encore             A Bugbear in the Library!                                                                                                                                           All
                                                              the University of Nebraska-Lincoln will describe how they are encouraging patrons to use the features. They will speak about
                                                              the benefits for the library and library users, and debunk some of the fears and misconceptions about user contributed
                                                              information.
                                                              Academic libraries are busily transitioning to online journals and closing out their print holdings. Many libraries such as
                                Using the ERM Load            Occidental College have not been able to use records with combined holdings because of cost and staff time considerations.
        E-Tools - ERM,
D3                              Coverage to Enhance           The ERM Coverage Load is a flexible tool which can be used to add links to online coverage of a journal, RSS Table of Contents     Beginner
        WebBridge, etc.
                                Records                       feeds, and other records in your Innovative system. Hints will be offered on how to make the ERM Coverage Load match with
                                                              a minimum of errors.
                                                              So you've taken Create Lists out for a spin and want to get on the highway. This presentation will explain many capabilities,
                                Create Lists: Let's Rev the
D4    Reports and Statistics                                  clarify terminology, and offer lots of tips and insights for those who understand the basics and need to expand their skills.     Intermediate
                                Engine
                                                              Appropriate for all types of libraries and library departments.
                                                           Looking to enhance your user's Catalog experience but don't have a high level programmer on staff? We will discuss 10
                                You Don't Need A Rocket relatively simple ways to add a few "bells and whistles" to your catalog, customize the displays for different usage needs, and
D5          WebPAC              Scientist: 10 Easy Ways To creatively integrate some of the other services offered by the library into the catalog - all without requiring more than a basic    Intermediate
                                Dress Up The OPAC          knowledge of WebOPAC setup and design. Included in the topics discussed will be: offering a custom display on dedicated in-
                                                           house terminals, customizing the display by scope, and bringing your library's Web 2.0 efforts into the catalog experience.
                                                              Millennium provides many ways to help streamline workflows and facilitate creating and updating records through Manager-
                                A Few Small Tips for
                                                              Controlled Options, Settings, and Preferences. But discovering them can be serendipitous. This program will examine some
D6       Other/General          Making Your Millennium                                                                                                                                           Beginner
                                                              small functions which can have a big effect on efficient use of time and resources, ease tedious chores, and maybe save you
                                Life a Little Easier
                                                              some frustration.
                                SkyRiver: a New               Curious about SkyRiver? This session will introduce the cataloging services available through the newest bibliographic utility
D7       Other/General                                                                                                                                                                              All
                                Bibliographic Utility         around.
                                Millennium Circulation        There are a LOT of exciting enhancements for circulation in Release 2009B. This session will cover all of the new functionality
D8         Circulation                                                                                                                                                                              All
                                Development Update            for Millennium Circulation and circulation related products, including new products such as Volume Holds and SMS Alerts.




                                                                                                Page 2 of 14
                                                                               Preliminary Program Descriptions IUG 2010

                                                            Budgets may be down but usage is up - more patrons are looking to the library for services, classes, and even entertainment.
                                                            See how different libraries are promoting events and programs, as well as managing tours, workshops, and other instruction
D9       Other/General          Program Registration        with Innovative's Program Registration product. Success stories include various types and sizes of libraries, including Public,      All
                                                            Academic, and Consortia. Learn how integration with Encore and Millennium means more bang for your buck with a beautiful
                                                            library calendar, patron self registration, and staff scheduling features.
                                                            An open forum to discuss service issues and customer satisfaction. Innovative's Director of Customer Services and Senior Vice
E1       Other/General          Customer Services Forum     President of Library Service will be on hand to respond to your comments. This program is intended for all attendees at all          All
                                                            levels of experience.
                                                            For those interested in spine label printing using print templates from Millennium Cataloging or Acquisitions. Step through the
         Cataloging and         Spine Label Printing with
E2                                                          process from creating templates to importing to testing and using them in your workflow. Emphasis is on one-at-a-time spine          All
          Authorities           Print Templates
                                                            labels but queuing and printing to sheets is also covered.
                                                           The NIH Library went live with III in 1988 and since that time had never done an inventory of our collection. We could not find
                                Inventory At Last! The NIH
                                                           a good way to do it - lack of equipment, too much manual intervention, etc., etc. We knew we would face the need to reduce
E3         Circulation          Library's Experience with                                                                                                                                      Beginner
                                                           the size of our collection. In 2009 we went with Bibliotheca to convert the collection to RFID and we purchased III's CIRCA
                                CIRCA
                                                           product. This program will describe our implemention of an inventory program and how it went.

                                                            How do you ensure your collection is meeting the needs of your customers? Let them do the selecting! When Scottsdale
                                                            Public Library had to move selection responsibilities from the dozen staff who had been sharing them to one collection
                                Creating a Customer-        development coordinator, the risk of missing important acquisitions increased dramatically. Through use of Purchase
E4   Acquisitions and Serials                                                                                                                                                                    All
                                Centered Collection         Suggestions with Recommend Mode, customers are now able to add to our collection and get the newly purchased items first.
                                                            The presentation will cover setting up the workflow in Acquisitions and Circulation, criteria for purchases, and benefits to ILL
                                                            (why borrow it when you can buy it?).

                            Single Sign-On                  In Fall 2008, Dartmouth College implemented Innovative's Single Sign-On product in their library catalog. Come listen to how
E5   Systems Administration Implementation in the           the project came together, presented by the SSO project lead. Topics will include organizing the time-line, communicating            All
                            Dartmouth College OPAC          with staff and users, and working with staff and committees to produce a successful roll-out of the SSO product.
                                                          Times are tough. To save money and add value to their online presence some libraries are re-purposing catalog data, creating
                                                          exciting custom enhancements and sharing them with others. Libraries are told that they can get these new features by just
                                To Hack or Not to Hack,
E6          WebPAC                                        downloading and installing the provided script. Is this a good idea for your library? What happens if the code breaks? Join our        All
                                That is the Question
                                                          panel discussion where we will share lessons learned, best practices and the short and long term implications of adding
                                                          custom scripting to the webopac.
                                Release 2009B             Release 2009B is the latest software package available for Millennium. This session will cover the highlights of this new
E7       Other/General                                                                                                                                                                           All
                                Development Update        release.
                                                          Always a topic of interest, this session will cover statistical reports available for Millennium. It will include an overview of
                                                          different reporting interfaces offered in Millennium, a discussion of where the data being analyzed really comes from, and a
E8    Reports and Statistics    Statistical Reports                                                                                                                                              All
                                                          look at the way fixed field usage and coding can impact reporting abilities. Learn to choose the right reporting tool for the
                                                          task at hand.
                                Discovering Electronic    Encore is meant to be a discovery tool for all the resources the library has to offer. It's important to find everything while
                                Resources the Encore Way: keeping a balance so that small collections aren't lost in the mix. Options exist to achieve this balance directly in Encore or by
E9           Encore                                                                                                                                                                              All
                                Encore Articles and       integrating Research Pro. Encore makes it possible to offer this access while continuing the get value from the information in
                                Research Pro              the library catalog that we are able to integrate.




                                                                                              Page 3 of 14
                                                                             Preliminary Program Descriptions IUG 2010
                                                           Molly and Aimee will provide an overview of the IUG Enhancements process: how ideas are gathered from members, how
                                                           enhancements make the ballot, the results of this year's voting, and how we present the results to Innovative. Innovative staff
                                                           will be on hand to describe the process they use to evaluate and incorporate ideas from IUG. We will review changes made
EB1       Other/General        Enhancements Forum                                                                                                                                                   All
                                                           this past year including the category restructuring and progress on the new enhancements management software. While we
                                                           won't be discussing specific enhancements there will be plenty of opportunity for Q&A on the process, so bring your questions
                                                           please!
          Cataloging and
EB2                            Cataloging Forum            Open forum for all those involved in Cataloging in Millennium.                                                                           All
           Authorities
                                                           This forum is designed primarily for those who have taken Innovative's Load Profile Training workshop, although discussions
                                                           may interest those considering taking the workshop. The coordinator will partner with an Innovative staff person. Forum
EB3   Systems Administration Load Profile Forum                                                                                                                                                     All
                                                           topics may include new developments in Innovative's load profile functions, tips and tricks from users, and Q&A regarding the
                                                           use of specific profile functions and expressions.
                                                           An open forum for users of Millennium Acquisitions. During this unstructured session, we will facilitate a discussion of a
EB4   Acquisitions and Serials Acquisitions Forum          variety of issues raised by people in attendance. Topics that may be covered include fiscal close, setting up and using codes for        All
                                                           reporting features, organizing fund reports, establishing a fund structure, as well as general questions and comments.

                                                           This is an open forum for users of the Circulation module. This is an unstructured session where the presenters, including
                                                           Innovative representatives, will facilitate a discussion of a variety of issues raised by those in attendance. Attendees are
F1          Circulation        Circulation Forum           encouraged to participate by recounting their experiences, solutions, and workarounds. Any circulation topic may be covered              All
                                                           including general circulation routines, holds, renewals, booking, circulation notices, report collection for circulation purposes,
                                                           reserves, and financial functions.

                                                           Are ResearchPro and/or Encore in your future? If you answered "yes" to this question, then this is the session for you!! Join
                                                           us to find out what you should consider before implementing either of these products. Discover what you can do on the front-
                               ResearchPro and Encore
F2            Encore                                       end to ensure a successful implementation of one or both of these products. In this session we'll give you practical advice for          All
                               Implementation 101
                                                           launching both ResearchPro and Encore. We will also share training and promotional strategies to facilitate buy-in within your
                                                           community. If your users are looking for a "Google-esque" experience, these products may be right for you!
                                                          Can Web 2.0 technologies help your staff learn to use Innovative software, integrate best practices, follow consistent
                                                          procedures, and keep track of coding schemes? Learn how Ohio University Libraries staff used a wiki platform to build an
                               Blogs, Wikis, and
F3        Other/General                                   archive of cataloging and ILS system administration documentation, used a blog to track progress on an item record coding                 All
                               Innovative Software: Redux
                                                          overhaul, and more. Official Innovative uses of Web 2.0 technologies, such as CSDirect's product implementation wikis, will
                                                          also be discussed.
                                                         Regular expressions are a sophisticated but underutilized tool that can bring a great deal of power to your searches in Create
                               Playing With Matches:
                                                         Lists. Using the "matches" condition, it is possible to find patterns of data that cannot be isolated any other way. This
F4    Reports and Statistics   Using Regular Expressions                                                                                                                                        Intermediate
                                                         presentation will cover a complete explanation of regular expression syntax and provide several practical examples. The focus
                               in Create Lists
                                                         will be on database maintenance, but applications in other areas will also be shown.
                                                           Join us for a fast-paced program of short and sweet, current and exciting, interesting and thought-provoking ideas presented
                               Lightning Round: Behind
F5        Other/General                                    by IUG members. Each presenter will have five minutes to talk about what they've done to improve their staff side of the                 All
                               the Scenes
                                                           system.




                                                                                             Page 4 of 14
                                                                             Preliminary Program Descriptions IUG 2010

                                                           Do you remember those blue telnet screens? We have come a long way! This program looks back briefly at the development
                               From Telnet to              of the Innopac/Millennium library catalog at Bangor University, Wales, from the time when the system was installed in 1994
F6          WebPAC             WindowPac, WebPac and       as the first Innovative system in the UK, although the emphasis will be on the present and the future. With the                          All
                               Encore                      implementation of Encore, our plan has been to integrate WebPac and Encore as much as possible - with unexpected
                                                           challenges. The program will identify some of these challenges and discuss how we are trying to overcome them.

                               System Administration       What should you know before moving to a new release? How often should your server be rebooted? How can you be sure
F7   Systems Administration                                                                                                                                                                         All
                               Essentials                  your system is secure? These topics, and more, will be covered in this session on the essentials of system administration.
                              Technical Services
     Acquisitions/Serials/Cat Development Update:          There are exciting new development initiatives in Millennium Cataloging, Acquisitions and Serials. This session will provide an
F8                                                                                                                                                                                                  All
              aloging         Features, Products and       overview of recent development.
                              Services
                                                        WebBridge LR in Release 2009B is an online patron-service tool that provides OpenURL linking to full-text article content from
        E-Tools - ERM,         Introducing WebBridge LR citations in external reference databases. This session offers a look at its web-based management tools plus an overview on
F9                                                                                                                                                                                                  All
        WebBridge, etc.        2009B                    how Innovative can help you quickly set up and integrate WebBridge LR with Millennium and other Innovative eProducts
                                                        including CASE, Innovative's comprehensive coverage data service.

                                                           Here's your opportunity to share your challenges and successes with WebBridge. The session provides an opportunity to ask
        E-Tools - ERM,
G1                             WebBridge Forum             questions and learn from those who are using WebBridge. Ask experienced users what they did to solve problems or                         All
        WebBridge, etc.
                                                           implement features of WebBridge. Innovative staff will be in attendance to hear your comments on WebBridge.

                                                           A change in personnel, along with evolving web-based services from monographic vendors was the driving force behind a
                                                           decision to make changes in acquisition processes in the Technical Services Department at Central Michigan University.
                              Optimal Utilization of
                                                           Innovative's Millennium Acquisitions had several options available for managing acquisitions and now was a perfect time to
G2   Acquisitions and Serials Millennium Acquisitions                                                                                                                                           Intermediate
                                                           discover, learn and implement some of these options. This case study will focus on the processes experienced while
                              and Vendor Services
                                                           implementing a new acquisitions system and the changes that all staff experienced, including support staff and bibliographers.
                                                           This program is intended for beginning to intermediate Millennium Acquisitions users.

                                                           Maps, or translation tables, are a feature of load profiles that can transform values in records when they are loaded into
                               Gained in Translation:
         Cataloging and                                    Millennium. This can be useful not only in routine record loading, but also in data migrations, special projects, and even
G3                             Using Data Maps in Load                                                                                                                                           Advanced
          Authorities                                      database maintenance. The session will cover how maps work, including the use of regular expressions, and will also touch on
                               Profiles
                                                           other means of transforming values. The presentation is primarily for those who have had load profile training.

                                                           This workshop will be fun, informative, interactive, and exciting. Each participant will leave with practical and easy to
                                                           implement ideas and tools that will offer immediate and noticeable results in the quality of the "Patron Experience." This
                               Circulation and the Truth
                                                           workshop will ignite and inspire every Circulation Supervisor's desire to be effective. They will learn ways to teach and train
G4         Circulation         about Customer Service:                                                                                                                                              All
                                                           staff the intrinsic value of providing patrons with excellent customer service. Participants will watch short video clips that are
                               New and Improved
                                                           re-enactments of actual interactions between staff and customers. Specify ways Millennium has played an integral role in the
                                                           success of customer service at Regent.
                                                           This presentation will demonstrate how to use four Excel tools -- the Text-to-Columns and Pivot Table features, and the
                               Working with Millennium
G5    Reports and Statistics                               COUNTIF() and TODAY() functions -- to process certain kinds of patron, item, and holds data that can be exported from                Intermediate
                               Data in Excel
                                                           Millennium.



                                                                                             Page 5 of 14
                                                                           Preliminary Program Descriptions IUG 2010

                                                         The presentation is a case study of the University of Nebraska-Lincoln's implementation of ERM. We will address workflow for
        E-Tools - ERM,        Managing E-Resources
G6                                                       setting up free and paid resource and license records, statistics (single and aggregated titles), how to import statistics (manual    Beginner
        WebBridge, etc.       from Beginning to End
                                                         vs. sushi), and understanding the serial analysis tool. We will also touch on coverage load issues for Tdnet.
                                                         The Encore Reporter, initially announced at IUG last year, is in its second release now. This tool, for academic and public
                              Encore Reporter: Next-     libraries alike, offers multi-dimensional and visually elegant reports on key performance indicators, operational statistics,
G7           Encore           Generation Reporting for   patron and material usage analysis, print and e-resource usage, collection development, and more. Encore Reporter                        All
                              all Libraries              empowers library staff to make more informed decisions, which is more important than ever in a challenging service and
                                                         economic environment.
                                                         The systems world gets more complicated every day as new ways to operate are introduced. Trouble shooting problems on
                              Trouble Shooting your
G8   Systems Administration                              Millennium is difficult because of the number of moving parts -- is the problem with the server, the client, Windows, etc. This          All
                              Millennium System
                                                         session will cover some basic tips for where to start when trying to figure why a problem is happening.

                              WebPAC Pro Development
                              Update: Accessibility, Perspectives on the Catalog: looking at your catalog in different ways. WebPAC Pro in 2009A & B offers access regardless of
G9          WebPAC                                                                                                                                                                                All
                              KidsOnLine, AirPAC and age, disability, or preferred device.
                              More
                                                         Academic Libraries present unique challenges. This forum is your opportunity to meet other academic library folks to talk
H1       Other/General        Academic Libraries Forum   about issues, ask questions and swap information about how Innovative works, or can work, in your library. Innovative staff              All
                                                         will be there to discuss product development and answer your questions.
                                                         A popular country song opines, "I wish I didn't know now what I didn't know then! I wish I could start this whole thing over
                              Collaborative Efforts in   again." NOT! Approval plans are a practical means of acquiring library materials if there are more funds than employees at
H2   Acquisitions and Serials Setting Up an Approval     your library. Working with Innovative, Midwest Library Service, and PromptCat, we now receive cataloged and processed                    All
                              Plan for Univ. Press Books books weekly with catalog records available and a single lump-sum payment to be made on arrival. Do we wish we had known
                                                         some things earlier? Certainly. Would we want to start over again? Decidedly not!

                                                         Michigan State University Libraries decided in 2009 to move our cataloging and authority work from OCLC to SkyRiver. Why
         Cataloging and       SkyRiver: From the Front
H3                                                       did we do this? Hear the reasons why we made this decision from the Library Director and learn how we are managing with                  All
          Authorities         Line
                                                         the change from the Heads of Technical Services, Acquisitions and Cataloging!

                                                         Geared toward Public Libraries. Does your institution's money matter to you? Do you balance your cash to MilCirc? Do you
                                                         know about Fines Paid? What about Collection Agencies? Do you have or are you considering the Collection Agency Module?
H4         Circulation        Dollars & Sense            What about the interface with Unique Management? There are lots of questions about money matters and the how and why                 Intermediate
                                                         of various MilCirc functions. The presenter has 10 years experience with these topics and is eager to share. Bring your
                                                         questions and let's explore them together.

                                                         This session is for new system administrators, or those who have never customized the web experience of their catalog. We
                                                         will explore MilAdmin and some of the tools and files in Webpac Pro you can use to change the appearance or functionality of
H5          WebPAC            WebPAC 101                 your web catalog. We will touch upon: wwwoptions, bib_display.html, briefcit.html files, and a few others to show how you             Beginner
                                                         can deviate from the standard WebPAC Pro Example Set. This session will also reveal how those awesome listproc helpers
                                                         solve our catalog problems over email. Time allowing, we will show simple javascript codes to jazz up your catalog.




                                                                                           Page 6 of 14
                                                                             Preliminary Program Descriptions IUG 2010

                                                          Have you been asked by management, "Show me the geographic distribution of our patrons and compare with Census data
                              Patron Address Cleanup:     for our service area." The first step is to make sure your patron addresses are accurate, standardized and geocodeable. Then
H6   Reports and Statistics   Getting Your Data Ready     the data can be mapped and analyzed using GIS software. Two libraries will describe how they cleaned up their addresses for               Intermediate
                              for Geocoding               geocoding using create lists, Data Exchange, patron load profiles, Coba address verification service, Excel and circ staff. Some
                                                          examples of GIS maps based on this work will be shown. Geocoding and GIS software will not be covered.

                                                          Whether libraries are years into digitization projects, just undertaking digital initiatives, or both, what's true for all libraries is
                              Managing Your Digital
                                                          that digital resources play an increasingly large role for staff and for patrons. With new collections and new mandates that
                              Collections: Content Pro,
H7           Encore                                       don't always fit old paradigms, how will libraries approach issues such as describing new kinds of resources, tapping the                     All
                              Symposia and Encore
                                                          specialized knowledge of reference staff, increasing user awareness of local resources, sharing metadata, and engaging the
                              Harvesting
                                                          local community? Share in a discussion of some strategic thoughts about approaches to the challenges of digital initiatives.
                                                          Innovative provides a number of products that allow libraries to retrieve information from the Millennium database and
                              Web Services, API's and
H8       Other/General                                    display or update this information in third party applications. This session will discuss how web services and APIs work and                  All
                              Millennium Integration
                                                          the Innovative solutions for integrating with various external applications.
                                                          This session will discuss the hardware changes that are on the horizon -- 64 bit linux, RedHat 5, Sun server options and related
H9       Other/General        What's Up With Hardware                                                                                                                                                   All
                                                          topics like network/IP changes and how to handle them. In addition, a discussion of SSL and DNS will be included.
                                                          This forum is an opportunity for central system staff to discuss issues related to INN-Reach functionality. Come prepared to
I1         INN-Reach          INN-Reach Forum             discuss issues, problems and solutions to your INN-Reach questions! This session is open to all; however, emphasis will be                    All
                                                          placed on issues and questions raised by INN-Reach central system staff.
                                                          This forum will begin with a short presentation from IUG's Regional Groups Liaison. The remaining time will focus on
I2       Other/General        IUG Regional Forum          questions and answers covering a wide range of topics related to Regional User Group planning and implementation of a                         All
                                                          successful regional conference.
                                                          Here's your opportunity to share tips and tricks about ERM with other users. Bring your questions and get answers from
        E-Tools - ERM,
I3                            ERM Forum                   others who have experienced the situation and likely have ideas that will help you. This forum type of program is a great way                 All
        WebBridge, etc.
                                                          to learn from others and from an Innovative staff member.
                                                          Innovative offers libraries the option of choosing to implement their Millennium system on an Oracle database thus allowing
                                                          additional flexibility in viewing and manipulating their database. In addition to Millennium's powerful editing and reporting
                                                          tools, libraries using Oracle can utilize the services provided by an Oracle database manager, such as SQL Plus or ODBC/JDBC
I4   Systems Administration Oracle Users Forum                                                                                                                                                          All
                                                          applications, to view/manipulate their database. The Oracle Forum will give current users and sites considering the
                                                          Millennium Oracle option an opportunity to discuss issues of interest. An Innovative Interfaces staff member will be available
                                                          to answer questions and provide an update on Oracle database options.

I5       Other/General        School Library Forum        This session is for staff from Millennium and Via K-12 libraries to discuss issues particular to the schools marketplace.                     All

                                                        Conference evaluations tell the IUG Steering Committee that many members consider the IUG conference to be one of the
                                                        most important professional development activities of the year. But how does the conference happen? Attend this session to
                              My IUG: About the IUG and
J1       Other/General                                  meet the IUG Officers. This is your opportunity to learn more about the organization's direction, how the Steering Committee                    All
                              How to Get Involved
                                                        works, how conferences are planned, how other services such as the Clearinghouse and Enhancements operate, and how YOU
                                                        can get involved.
                                                          When the Michigan State University Libraries migrated from OCLC to SkyRiver for cataloging services in the summer of 2009,
                              Implementing SkyRiver:
                                                          more than just cataloging workflows changed. The WorldCat database through Connexion Client was also heavily used for
J2   Acquisitions and Serials Managing Acquisitions                                                                                                                                                     All
                                                          many Acquisitions workflows, including pre-order searching, record export, authority checks, and much more. This program
                              Workflows
                                                          will address the impact of a major bibliographic utility vendor change on all aspects of Acquisitions routines.

                                                                                              Page 7 of 14
                                                                             Preliminary Program Descriptions IUG 2010
                                                          This program is a guide for system administrators and catalogers to work with and benefit from Millennium location codes.
                                                          Descriptors within location codes can help patrons find library items independently and with ease. Detailed location codes
         Cataloging and       Making Location Codes       simplify OPAC links and library displays. When using the Reports module, location codes provide accurate statistics and are a
J3                                                                                                                                                                                               All
          Authorities         Work for You                good supplement / substitution for SCAT tables. Time to Reshelve works with location codes to give accurate and up-to-date
                                                          information on new purchases and recently returned items. Innovative can help with the required changes when adding new
                                                          location codes.
                                                        The Course Reserves mode offers easy, elegant management of the standard tasks associated with an academic reserve
                              Reserves: Main Course and operation. But it also offers an easy way to manage temporary changes such as books on exhibit or items needing special
J4         Circulation                                                                                                                                                                           All
                              Sides                     circulation parameters. This program will demonstrate the intended use of Course Reserves, and then some other ways the
                                                        presenters have harnessed its functionality. Come and share your "innovative" ideas as well.

                                                          This session will provide an overview of using Google Analytics and Web access log files analysis. Both approaches have
                              Web Analytics for Web
                                                          advantages and disadvantages. We will share our experience using Google analytics as a central web analysis tool for Web
                              OPAC/Encore: Google
J5   Reports and Statistics                               OPAC and Encore, as well as our experience of analyzing web access log files by WebTrends, etc. We will detail how to                  All
                              Analytics and Log Files
                                                          interpret data and use goals / filters features in Google Analytics to keep track of how users use new features such as "My
                              Analysis
                                                          Lists" and other search behavior and capture usage patterns to aid design and policy decisions.

                                                          In the current business climate, special libraries must focus on knowledge management and the reuse of internally generated
                                                          information to stay relevant. To meet these needs, the Boeing library offers "special collections" to our internal customers.
        E-Tools - ERM,        Special Collections Using
J6                                                        Using a combination of indexed fields, ERM records and customized search and upload forms, our special collections allow               All
        WebBridge, etc.       Millennium
                                                          groups to build their own document repository in the Millennium catalog. Learn how we wowed our customers, saved the
                                                          company money and made it easy to create a custom collection.

                                                          As Encore completes its fifth development cycle, its integration with Millennium continues to grow (course reserves,
                                                          MilMedia, item availability), its ability to present relevant results gets better (article integration, RightResults relevancy), and
                              Encore: Discovery and       its reflection of the heterogeneous nature of library collections expands (harvesting). We are also learning how best to
J7           Encore                                                                                                                                                                              All
                              Delivery                    position Encore within the library's online presence. Where are the best places for the Encore search box? Is the "collection"
                                                          or "location" facet best for your library? What other resources are best to harvest into Encore? Join with us to discuss what
                                                          we're building and learning about discovery.

                                                          Are you getting the maximum benefits of integration between all your Innovative products? At a time when libraries need to
                                                          do more with less, it's more important than ever to be sure you are taking advantage of the synergy between products you
                              Reach Out: Patron Facing    already own. Small changes to how you present various products to your public can increase their impact in a way that both
J8       Other/General                                                                                                                                                                           All
                              Options                     patrons and staff will appreciate. Examples will focus on patron empowerment products and features including Integrated
                                                          Sign On with SSL, LDAP & SSO, MyMillennium, Online Patron Registration, Program Registration, Patron Record Feeds,
                                                          Ecommerce, and Express Lane.

                                                          The role of Print Templates is expanding in Release 2009B with the addition of circulation notices, monographic claims &
                              Print Templates from A to   cancellations, serials claims, and INN-Reach paging slips. This session will offer general information on using iReports to
J9       Other/General                                                                                                                                                                           All
                              Z                           customize the default templates provided. It will also cover the services and training programs that Innovative offers to help
                                                          you make the most of this powerful new technology.
                                                          This is an open forum for the discussion of topics, questions and comments related to Millennium Serials. New users as well as
                                                          old hands are welcome. Glean tips on how to take full advantage of what Millennium has to offer in controlling your slippery
K1   Acquisitions and Serials Serials Forum                                                                                                                                                      All
                                                          serials. Experienced users can provide valuable insights to newcomers and all can exchange ideas on how Innovative can
                                                          streamline serials work.

                                                                                             Page 8 of 14
                                                                            Preliminary Program Descriptions IUG 2010

                                                        For public library consortia using Dewey call numbers. Creating SCAT tables to fit the call number schemes of 48 individual
                             SCAT Table
         Cataloging and                                 libraries, all with some unique call numbers, has presented quite a challenge. While the project is still in progress, we will
K2                           Implementation in a Public                                                                                                                                      Beginner
          Authorities                                   share our plan of attack, the way we are building the local and Dewey tables, the process we use with each library and the
                             Library Consortium
                                                        compromises we asked them to make, and how we reach the magical number of 0 in the Gap line.

                                                         Many libraries already use program-specific macros to automate tasks in Millennium, OCLC, and other programs. While these
                                                         macros help with task automation, they are limited to their specific programs. Several libraries have turned to 3rd party
                             Using AutoIt for
                                                         automation tools, including AutoIt, in efforts to automate tasks in Millennium and other programs. AutoIt is a Windows
K3       Other/General       Millennium Task                                                                                                                                                    All
                                                         automation scripting language that has seen successful implementations at various libraries. This presentation will explore the
                             Automation
                                                         various ways AutoIt is utilized in academic and public library settings as well as the benefits and consequences of using AutoIt
                                                         for Millennium task automation.

                             Breaking the Chains:        An overview of the successful development of two very different applications using Millennium API's. The use of Millennium
                             Successful API              API's to successfully develop an eCommerce PayOnline application for a large public library consortium. This will be of
K4       Other/General                                                                                                                                                                      Intermediate
                             Implementation Case         particular interest to any libraries where PayPal is not appropriate. The use of API's to extract customer information from
                             Studies                     Millennium for display in an alternate format in a library website.

                                                        Nowadays, all you hear is Twitter and Facebook. Most library websites have rushed to set up a profile in these social media
                             History 2.0: Bringing the  sites. But, what about your archives, particularly those local history photographs, videos, audio files, and other digital
K5       Other/General       Archives into Social Media materials? Come and join the presenters to discuss and learn how Content Pro enabled our staff to take our collections and              All
                             with Content Pro           turn the material into accessible online resources. Also, see how Westerville is combining Content Pro content within Encore
                                                        search results, giving our patrons a unifying interface for all the resources the library has to offer.
                                                        Join us for a fast-paced program of short and sweet, current and exciting, interesting and thought-provoking ideas presented
                             Lightning Round: Our
K6          WebPAC                                      by IUG members. Each presenter will have five minutes to talk about what they've done to improve their library's public face -          All
                             Public Face
                                                        WebPAC, Encore, ERM, etc.
                            Authenticating Users :      There are several ways to speed and simplify the authentication process for patrons using LDAP and Single Sign On (SSO). This
K7   Systems Administration LDAP, SSO, and Integrated session will cover the technical details of each product and how they interact with the CAS-based Integrated Product Sign On              All
                            Patron Login                developed for Encore/WebPAC Pro/Research Pro.
                                                        Pathfinder Pro Release 2009B provides patrons using WebPAC Pro or Encore a specialized search experience by creating
                                                        contextual links to resources that are appropriate to elements of the bibliographic record like subject, classification range,
         E-Tools - ERM,     Introducting Pathfinder Pro
K8                                                      author name, etc. This session provides an overview of how libraries can implement, customize and integrate Pathfinder Pro              All
         WebBridge, etc.    2009B
                                                        so that patrons get the most relevant results from their search queries and libraries get the best use of their resource
                                                        investment.
                             Circulation in the Modern The tools available to both library staff and patrons are rapidly changing. Innovative offers a number of products that allow
K9         Circulation       Library: From SelfCheck to your library to maximize new technologies. This session will look at these new technologies and how Innovative can help your            All
                             SMS to RFID                library integrate all it's doing with Millennium.
                                                         This is an open forum for ILS managers. Topics include learning what resources or training is available from Innovative and
                                                         regional IUG meetings. What mentoring opportunities are available? How do most ILS managers monitor on-going projects
L1   Systems Administration Systems Managers Forum                                                                                                                                              All
                                                         and keep up with new ones? How do you handle staff training in your organization? How do you keep your users informed of
                                                         new features or options available on your system?




                                                                                           Page 9 of 14
                                                                      Preliminary Program Descriptions IUG 2010

                                                   You went to IUG, you listened to Judith talk about bad codes, you went home and ran a field statistics report... now what?
                                                   We'll cover the steps followed at a mid-sized academic library to remove bad code from the catalog. We'll discuss
     Cataloging and    Finding/Fixing Bad Codes in
L2                                                 approaches, how to find the codes listed on the report, how to correct the codes, prioritizing your corrections, time involved,         All
      Authorities      YOUR Catalog!
                                                   and how how often you need to review the reports for "new errors." Detailed screen shots will be shown throughout the
                                                   presentation as well as hints for finding errors and approaches to correcting them.
                       Grooming Our Pets:
                                                    A how-to guide to stress-free large-scale inventories (and small-scale electronic shelf readings) using the Millennium Offline
                       Effective Stacks
L3     Circulation                                  Circulation application and Innovative inventory function. Topics include implementing Offline Circ, managing the inventory            All
                       Management with the
                                                    process, and understanding those pesky inventory reports. A well-groomed pet is a happy pet.
                       Inventory Function
                                                    Many libraries are developing local or consortial institutional or digital repositories. Encore allows for harvesting of Open
                       Featuring Local Collections:
                                                    Archives Initiative (OAI) metadata for display in the Encore interface. This presentation features the University of Denver's
L4       Encore        Encore OAI Harvesting of                                                                                                                                        Intermediate
                                                    experience with harvesting both textual and visual content from a consortial Fedora repository. Focus will be both on
                       Textual and Visual Content
                                                    metadata issues and public presentation.
                                                    With the advent of e-resources, libraries are faced with a perplexing, prolonged licensing workflow. Oftentimes license terms
                                                    are not explicit and left open to interpretation. How does one know what the publisher intended? Moreover, the task of
                       Demystifying License
     E-Tools - ERM,                                 tracking license data, mapping it to ERM and providing users with key license terms has been an arduous, painstaking process.
L5                     Mapping: ERM and the                                                                                                                                            Intermediate
     WebBridge, etc.                                ONIX-PL, a new standard for license expression puts license terms in machine-readable format that can be downloaded from a
                       Promise of ONIX-PL
                                                    publisher or subscription agent's website and then uploaded into an ERM license record. Learn how ONIX-PL works and what
                                                    it can do for you.
                                                    Media Management is a product that can be added to your Millennium modules to provide an easy way to add multimedia
     E-Tools - ERM,    Enrich Your Catalog with     files as links in your online catalog. Images, sound files, PDFs and other media can be quickly uploaded with a couple of clicks
L6                                                                                                                                                                                      Beginner
     WebBridge, etc.   Media Management             of the mouse to make the catalog a one-stop-shop for library resources. Learn about Media Management and how to use this
                                                    product effectively and more creatively.
                                                Every release the number of choices and options for holds seems to grow -- it can be confusing to understand what's possible
                       Holds Options: Knowledge
L7     Circulation                              and even harder to imagine how to implement new holds functionality on a mature system. This session will cover the                        All
                       is Power
                                                options, best practices that have evolved over time, and also spotlight a new holds product in 2009B -- Volume Holds.

                       Top Technology Trends:       Millennium, Encore, Content Pro, Research Pro, the Reporter -- the technologies used in the products we provide change
L8   Other/General     Millennium and Encore        regularly. Web Services, new web-based technologies, advances in Java -- all of this has an impact on what we do and how we            All
                       Architecture                 do it. This session will discuss overall trends and technologies and is not meant to be a technical session.
                       Doing More with Less:        Innovative offers a number of new services, including the WebPAC Pro Refresher, WebBridge LR, PathFinder Pro, and Web
                       Supplement Your              Access Management configuration, and SCAT table consulting. We also have Location Code Change consultation and
L9   Other/General                                                                                                                                                                         All
                       Resources with Innovative    implementation services and a Hold Consultation Service. Our staff can consult on custom projects as well. This session will
                       Services                     cover what options are available.
                                                    Public Library Consortia have unique needs and issues. This forum offers consortium libraries the opportunity to meet with
                       Public Library Consortium    each other and Innovative staff members to discuss these concerns. The unstructured session may deal with topics such as
M1   Other/General                                                                                                                                                                         All
                       Forum                        our most popular patron facing services, our most popular staff-pleasing features, reporting in a consortium environment,
                                                    review of Consortia enhancements, as well as general questions and comments.




                                                                                      Page 10 of 14
                                                                             Preliminary Program Descriptions IUG 2010

                                                           Maps, or translation tables, are a feature of load profiles that can transform values in records when they are loaded into
                              Gained in Translation:
        Cataloging and                                     Millennium. This can be useful not only in routine record loading, but also in data migrations, special projects, and even
M2                            Using Data Maps in Load                                                                                                                                             Advanced
         Authorities                                       database maintenance. The session will cover how maps work, including the use of regular expressions, and will also touch on
                              Profiles
                                                           other means of transforming values. The presentation is primarily for those who have had load profile training.
                                                          Our entire collection is now RFID tagged. We will discuss how we use RFID technology to work more efficiently and provide
                                                          self-service opportunities for customers. We will describe our implementation and success of both centralized and
M3        Circulation         RFID - After the Conversion decentralized selfcheck using Millennium Express Lane and off-the-shelf components. And, as many of you know, we are                       All
                                                          inventory veterans. For years we have used a Percon scanner and Inventory module. We will report on our first inventory
                                                          using an RFID wand.
                                                           Looking back over four years of using ERM to manage our e-journal subscriptions, we would like to share our experiences and
                                                           the lessons we learned in order to benefit other users. In this presentation we will discuss the makeup of and the issues faced
       E-Tools - ERM,         Zen and the Art of ERM
M4                                                         by our ERM team, focusing on the decisions that were made about how and what to load via ERM. We will include a brief                 Intermediate
       WebBridge, etc.        Maintenance
                                                           overview of current coverage load procedures and possible ways to manage ERM workflow during and after the loading
                                                           process. This presentation will also include handouts to assist with the conceptualization of ERM.

                                                           OWLS provides administration and ILS support for a consortium of 50 small public libraries in Northeastern Wisconsin. Most
                              Keeping a Public Library
                                                           of the libraries rely on us for all of their data, so we provide a system of regularly scheduled reports and statistics, as well as
M5   Reports and Statistics   Consortium Flying                                                                                                                                                  Intermediate
                                                           the opportunity to request specialized reports on demand. We'll discuss the tools we use to keep our libraries up to date,
                              Smoothly
                                                           including emailed reports, posted reports, a special website, and support staff who regularly scan the database for problems.
                                                           How do you keep a digitization program going when you are losing staff to retirements and workforce reductions? One way is
                                                           to have a solid process in place and a very simple digital library software to use. Find out how the Scottsdale Public Library
                              Digitization in the Era of
M6      Other/General                                      used the web based ContentPro system to manage a growing digitization program with only a small group of volunteers and                   All
                              Staff Reductions
                                                           an even smaller group of staff to oversee them. We'll show you how the system works and discuss current and future
                                                           projects.
                                                      Innovative's Millennium ERM with Content Access Service (CASE) remains the top choice for many libraries that require an
                              Innovative eProduct
       E-Tools - ERM,                                 electronic resources management solution. Take a look at what's new for Release 2009B, and see how ERM integrates with all
M7                            Release 2009B Update:                                                                                                                                                  All
       WebBridge, etc.                                the pieces - i.e., Millennium, WebPAC, Encore, WebBridge LR and Pathfinder Pro - to fully leverage your eProduct investment.
                              Millennium ERM and CASE
                                                      This session includes the latest industry developments on standards including COUNTER and SUSHI.
                                                           Always a topic of interest, this session will cover statistical reports available for Millennium. It will include an overview of
                                                           different reporting interfaces offered in Millennium, a discussion of where the data being analyzed really comes from, and a
M8   Reports and Statistics   Statistical Reports                                                                                                                                                    All
                                                           look at the way fixed field usage and coding can impact reporting abilities. Learn to choose the right reporting tool for the
                                                           task at hand.
                              System Changes Innovative
M9      Other/General         Can Make: Let Us Help You This session will be an overview of the settings that can be customized by Innovative staff.                                                 All
                              Customize Your System
                                                           The Public Library forum is your chance at IUG to get together with other public library people to discuss issues, ask questions
                                                           and exchange ideas about how to make your library the best it can be for your staff and your customers. Everyone is
N1      Other/General         Public Library Forum         encouraged to participate but those who just want to listen in are welcome, too. Don't miss your chance to help set the                   All
                                                           agenda. In addition to your valued colleagues, Innovative staff will be on hand to discuss product development and answer
                                                           your questions.



                                                                                             Page 11 of 14
                                                                      Preliminary Program Descriptions IUG 2010
                                                  For those interested in spine label printing using print templates from Millennium Cataloging or Acquisitions. Step through the
     Cataloging and    Spine Label Printing with
N2                                                process from creating templates to importing to testing and using them in your workflow. Emphasis is on one-at-a-time spine                 All
      Authorities      Print Templates
                                                  labels but queuing and printing to sheets is also covered.
                                                  Are you wondering what makes circulation tick? Want to know which tables play a role in circulation? This program will
                       Loan Rules, the Determiner examine how the loan rule determiner table works, how loan rules are constructed, and what to do when new codes are
N3     Circulation     Table, and How to Make     created. It will provide cleanup and maintenance tips for optimizing your circulation tables. It will touch on circulation notices       Beginner
                       Your System Sing for You and examine the many tables that affect how an item circulates. This program is intended for new system users in all types of
                                                  libraries.
                                                   Wayne State Libraries, like many other academic libraries, continue to shift investments from traditional printed materials to
                                                   electronic resources. For library staff, the ability to effectively analyze its electronic resource investment becomes critical as
                       Analyzing Your Electronic
     E-Tools - ERM,                                expenditures increase with every budget cycle. In this session, two Wayne State librarians discuss Millennium ERM's role in
N4                     Resources Investment:                                                                                                                                              Intermediate
     WebBridge, etc.                               helping them analyze cost data and usage statistics to ensure they are getting the most from their electronic resources. This
                       Tools and Strategies
                                                   session also includes an overview from an Innovative Interfaces representative who will discuss latest industry updates on
                                                   usage statistics harvesting methods (e.g., COUNTER, SUSHI) and other analysis tools.

                                                   Williams College is moving most of its journals into a remote high density shelving, providing users with on demand article
                       Articles On Demand Using PDFs. This presentation looks at the tools and procedures we used to plan and implement the move, to accept, deflect and fill
N5   Other/General     a Cherry Picker, a Scanner, requests. These include several III modules and programs (create list, the inventory module, WebBridge, and ArticleReach),                 All
                       and ArticleReach            and other resources - SFX and GFA (a libraries - adapted warehouse inventory software program). We will show that with
                                                   proper planning, it is possible to move high use items into a remote facility and still keep them available.
                                                   Texting has become a way of life for lots of us, including your patrons. It can also be an easy and convenient way for libraries
                                                   to communicate with those patrons, keeping them up-to-date on the status of their library accounts. Learn all the steps for
                       Free Solution for Texting
N6   Other/General                                 configuring your system to send notices like these: weekly account update; items due soon; items now overdue; items billed                 All
                       Patrons
                                                   because of loss or damage; requests ready for pick up; requests canceled. All without having to purchase a third-party
                                                   solution!
                                                   With hundreds of libraries participating in INN-Reach systems, the process of patron-initiated borrowing continues to be
                       INN-Reach and               enhanced with new features to improve staff efficiency and others to enhance patron success. Additionally, ArticleReach is
N7     INN-Reach                                                                                                                                                                              All
                       ArticleReach Today          successfully delivering articles to desktop computers around the world. This session will cover both of Innovative's resource
                                                   sharing products.
                       Millennium Circulation      There are a LOT of exciting enhancements for circulation in Release 2009B. This session will cover all of the new functionality
N8     Circulation                                                                                                                                                                            All
                       Development Update          for Millennium Circulation and circulation related products, including new products such as Volume Holds and SMS Alerts.

                                                   As Encore completes its fifth development cycle, its integration with Millennium continues to grow (course reserves,
                                                   MilMedia, item availability), its ability to present relevant results gets better (article integration, RightResults relevancy), and
                       Encore: Discovery and       its reflection of the heterogeneous nature of library collections expands (harvesting). We are also learning how best to
N9       Encore                                                                                                                                                                               All
                       Delivery                    position Encore within the library's online presence. Where are the best places for the Encore search box? Is the "collection"
                                                   or "location" facet best for your library? What other resources are best to harvest into Encore? Join with us to discuss what
                                                   we're building and learning about discovery.
O1   Other/General     Trainers Forum              Open forum for all those tasked with training library staff in the Millennium environment.                                                 All
                                                   A panel of three librarians (university, community college, public) will present/discuss various aspects of the batch MARC
     Cataloging and    Batch Record Loads =        record loading process: acquiring records; "massaging" records using a variety of methods (MarcEdit, perl scripts...); load
O2                                                                                                                                                                                            All
      Authorities      MARC Madness                tables / loading records; post-load cleanup using statistics, headings reports and global update. We'll discuss batch loading
                                                   workflows, as well as sharing tips, tricks, and things to watch out for.

                                                                                     Page 12 of 14
                                                                            Preliminary Program Descriptions IUG 2010
                                                          We implemented Research Pro, a federated search tool, with 30 databases. A mix of general and subject specific databases
                                                          were selected for our beta implementation of III's hosted service. We have databases organized by individual colleges on
        E-Tools - ERM,        Implementing Research
O3                                                        campus (College of Architecture, College of Business, etc.). Patrons can limit their searches as they desire, and they can also    Beginner
        WebBridge, etc.       Pro
                                                          save their searches in My Millennium to run again later. Research Pro integrates well with the Encore discovery platform, but
                                                          is also a stand-alone product.
                                                          Hillsdale College purchased ERM in July of 2009, and received training early in August. Although the training was helpful and
                              Preparing for ERM : What    did get us "up and running" within three days, there were a number of things we could have done ahead of time to prepare
        E-Tools - ERM,
O4                            We Did, And What We         and to make better use of the trainer's presence on our campus. With this presentation, we'll explain exactly what we did and         All
        WebBridge, etc.
                              Wish We Had Done            why, and what else we now know we should have done. We'll also discuss some of the complexities created by our migrating
                                                          from Serials Solutions to CASE for coverage data at the same time.

                                                       Ah - the assignment you've been waiting all year for: create a new technology plan. But your boss wants it when!? This fun
                              Technology Planning Made and informative session will show you how to lead the creation of a technology plan in eight weeks that engages staff and
O5       Other/General                                                                                                                                                                       Advanced
                              Simple (and Fast)        patrons in all the right ways and within a limited timeframe. Learn how to form the right team, design an effective process for
                                                       your library, and deliver the plan on target. We will use the process at a public library as our model.

                                                        Regular expressions are a sophisticated but underutilized tool that can bring a great deal of power to your searches in Create
                              Playing With Matches:
                                                        Lists. Using the "matches" condition, it is possible to find patterns of data that cannot be isolated any other way. This
O6   Reports and Statistics   Using Regular Expressions                                                                                                                                     Intermediate
                                                        presentation will cover a complete explanation of regular expression syntax and provide several practical examples. The focus
                              in Create Lists
                                                        will be on database maintenance, but applications in other areas will also be shown.

                                                          The role of Print Templates is expanding in Release 2009B with the addition of circulation notices, monographic claims &
                              Print Templates from A to   cancellations, serials claims, and INN-Reach paging slips. This session will offer general information on using iReports to
O7       Other/General                                                                                                                                                                          All
                              Z                           customize the default templates provided. It will also cover the services and training programs that Innovative offers to help
                                                          you make the most of this powerful new technology.
                              Release 2009B               Release 2009B is the latest software package available for Millennium. This session will cover the highlights of this new
O8       Other/General                                                                                                                                                                          All
                              Development Update          release.
                                                          The Encore Reporter, initially announced at IUG last year, is in its second release now. This tool, for academic and public
                              Encore Reporter: Next-      libraries alike, offers multi-dimensional and visually elegant reports on key performance indicators, operational statistics,
O9           Encore           Generation Reporting for    patron and material usage analysis, print and e-resource usage, collection development, and more. Encore Reporter                     All
                              all Libraries               empowers library staff to make more informed decisions, which is more important than ever in a challenging service and
                                                          economic environment.
                                                         A popular country song opines, "I wish I didn't know now what I didn't know then! I wish I could start this whole thing over
                              Collaborative Efforts in   again." NOT! Approval plans are a practical means of acquiring library materials if there are more funds than employees at
P1   Acquisitions and Serials Setting Up an Approval     your library. Working with Innovative, Midwest Library Service, and PromptCat, we now receive cataloged and processed                  All
                              Plan for Univ. Press Books books weekly with catalog records available and a single lump-sum payment to be made on arrival. Do we wish we had known
                                                         some things earlier? Certainly. Would we want to start over again? Decidedly not!
                                                       Location codes play a critical role in locating material in the library. However, they do much more in the system. We will be
         Cataloging and                                looking at two different structures: hierarchical and list formats. How you structure your codes can be extremely beneficial in
P2                            Location Codes and More!                                                                                                                                          All
          Authorities                                  gathering data on your collection. We will examine the advantages and disadvantages of both. We will also look at call
                                                       number prefixes as an aid for shelving.




                                                                                            Page 13 of 14
                                                                              Preliminary Program Descriptions IUG 2010

                                                        Geared to Public Libraries. We will look at where to start and where you can go in MilCirc. What kind of patron information is
                                                        helpful and how to use it to provide outstanding customer service. Notices and reports; what they are, how often you should
P3        Circulation         MilCirc Basics and Beyond                                                                                                                                           Beginner
                                                        run them and how they make your job easier. Those "extra" bells and whistles... what they do for you and how you can make
                                                        them fit into your day-to-day activities. Please bring your questions!!

                                                            This workshop will be fun, informative, interactive, and exciting. Each participant will leave with practical and easy to
                                                            implement ideas and tools that will offer immediate and noticeable results in the quality of the "Patron Experience." This
                              Circulation and the Truth
                                                            workshop will ignite and inspire every Circulation Supervisor's desire to be effective. They will learn ways to teach and train
P4        Circulation         about Customer Service:                                                                                                                                                All
                                                            staff the intrinsic value of providing patrons with excellent customer service. Participants will watch short video clips that are
                              New and Improved
                                                            re-enactments of actual interactions between staff and customers. Specify ways Millennium has played an integral role in the
                                                            success of customer service at Regent.
                                                            So you've taken Create Lists out for a spin and want to get on the highway. This presentation will explain many capabilities,
                              Create Lists: Let's Rev the
P5   Reports and Statistics                                 clarify terminology, and offer lots of tips and insights for those who understand the basics and need to expand their skills.        Intermediate
                              Engine
                                                            Appropriate for all types of libraries and library departments.
                                                         Looking to enhance your user's Catalog experience but don't have a high level programmer on staff? We will discuss 10
                              You Don't Need A Rocket relatively simple ways to add a few "bells and whistles" to your catalog, customize the displays for different usage needs, and
P6         WebPAC             Scientist: 10 Easy Ways To creatively integrate some of the other services offered by the library into the catalog - all without requiring more than a basic       Intermediate
                              Dress Up The OPAC          knowledge of WebOPAC setup and design. Included in the topics discussed will be: offering a custom display on dedicated in-
                                                         house terminals, customizing the display by scope, and bringing your library's Web 2.0 efforts into the catalog experience.
                              Discovering Electronic        Encore is meant to be a discovery tool for all the resources the library has to offer. It's important to find everything while
                              Resources the Encore Way:     keeping a balance so that small collections aren't lost in the mix. Options exist to achieve this balance directly in Encore or by
P7          Encore                                                                                                                                                                                   All
                              Encore Articles and           integrating Research Pro. Encore makes it possible to offer this access while continuing the get value from the information in
                              Research Pro                  the library catalog that we are able to integrate.
                              WebPAC Pro Development
                              Update: Accessibility, Perspectives on the Catalog: looking at your catalog in different ways. WebPAC Pro in 2009A & B offers access regardless of
P8         WebPAC                                                                                                                                                                                    All
                              KidsOnLine, AirPAC and age, disability, or preferred device.
                              More

                              Circulation in the Modern The tools available to both library staff and patrons are rapidly changing. Innovative offers a number of products that allow
P9        Circulation         Library: From SelfCheck to your library to maximize new technologies. This session will look at these new technologies and how Innovative can help your                All
                              SMS to RFID                library integrate all it's doing with Millennium.




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