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4/08 Introduction

FCLA Orientation for CSUL Deans/Directors
When: April 4, 2008, 10:00 a.m.-3:30 p.m.

Morning session (10-12:00) [with 15 minute break]

  • Introductions and logistics (e.g., Lunch planning)
  • Background
    • ISF Report. Information Systems of Florida report about FCLA.
    • FCLA in Perspective [Handout of Draft]
    • Organizational overview
      • Organizational Chart
      • 21 professional librarians, 30 computer science professionals, 5 office staff, 3 part-time clerical positions and the Director
      • 966 years experience, 443 at FCLA
    • Budget - Handout
    • History & Politics
      • FCLA created in 1984 with 9 staff. Mission: expand NOTIS to all SUS
      • Community Colleges on FCLA
      • STO proposed merger
      • Outsource suggestion
      • Cooperative Ventures Steering Committee
  • Applications selection processes
    • Aleph - RFP process, with 45 member evaluation team
    • SFX/Metalib - FCLA recommended, based on evaluation of options, only viable products on the market at that time
    • Digitool - FCLA recommended, based on evaluation of options
    • Verde - selected by individual libraries
    • Endeca - CSUL recommended based on input from public services librarians
  • Technical Operations overview
    • Servers,OS, DB and storage. Diagram, page 26 of the ISF report.
    • Systems security
    • RAS: Reliability, Availability and Serviceability
    • Hardware: redundancy, 24x7 vendor support
    • Big Brother/Nagios (monitoring)
    • Status of FCLA Services
    • On call: cascading, escalating automatic alerts
    • COOP - Continuity of Operations Plan
      • COOP summary for CSUL: FILE function cannot find the upload.
      • Aleph production COOP: FILE function cannot find the upload.

Lunch (12:00-12:45)

  • On Your Own-Lunch will be brought in
  • Tour of FCLA during lunch (if desired)

Afternoon (12:45-3:30)

  • Digital Library services (12:45-1:15)
  • Library Management services (1:15-2:30)
    • Who we are and what we do
    • Help Desk, Support and Training
    • Statistics on Help Desk usage
    • Mango/Endeca
      • Next gen user interface, new searching capabilities
      • Union Catalog
      • Individual SUL Catalogs
      • How data gets into Endeca
      • Live interaction with Aleph for item availability and patron services
      • Working with CSUL subcommittee on:
        • Google Book search in test catalog
        • More frequent updates
        • Browse indexes (like Aleph browse)
        • User services (save citations, email, Refworks, etc.)
        • Articles searching in same interface (Xerxes)
        • Other enhancements identified at the OPAC Visioning Summit
    • Aleph
      • 11 separate databases under one software installation, shared authorities
      • Acquisitions, Authorities, Cataloging, Circulation, OPAC, Patron Identity Management, Record loading, Serials Control
      • Working with the vendor ExLibris
        • Problem reports, Service Packs, Enhancements
      • FCLA-developed clients: Genload, LabelPrnA and ERCA
      • Working with CSUL committees on:
        • Upgrade to Genload - making it easier to load bib. records
        • Reindexing for V.18
        • New V. 18 Authority Control functionality
        • Advanced Booking
        • Interfaces with campuses (patrons, cash export, acq. invoice payment)
          • Patron data security: removal/protection of SSN
        • Staff processing efficiency: acq. invoice loads, reports
        • Self-check
        • Shared Storage Options
        • Investigating Aleph ILL
    • SFX
      • Interactions with other systems: Endeca, Aleph, Google Scholar, Live Academic
      • Management tool acts as bridge between where you are and what you have access to
      • A-Z list for e-journals
      • Working with libraries on:
        • Implementing new features with each SUL as needed
        • Making more services available through the SFX menu
        • Mining use statistics
        • API to Google Books
    • MetaLib
      • Metasearch across multiple article databases
      • A-Z list for databases, patron empowerment, x-server
      • Customized user interface via MetaLib (with facets) or via library websites
      • Working on with libraries on:
        • Interaction with other applications/portals/websites
        • Metalib X-server
    • Verde [FCLA is no longer implementing Verde]
      • Tool to manage e-resources: licenses, renewals, packages and databases
      • Working with libraries on:
        • Resolving outstanding issues in frequent calls with ExLibris
        • Getting a test installation
        • Getting one institution into production
    • Licensing
      • Coordinate statewide licensing done by FCLA (saved the SULs over $4 million in FY2006-2007. (Source: /ISF FY 2008-2009 Funding Plan/.)
      • New E-Resource Licensing Specialist Position established in 2007 to expand FCLA licensing activities to shared-e-journal packages.
      • Usage statistics for FCLA funded databases collected and made available to SULs via the FCLA website.
      • Work closely with Collection Planning Committee/Electronic Resource Subcommittee
      • Database List
      • Citation Server contains licensed material that is loaded at FCLA including Compendex, INSPEC and several university-created databases.
    • Reporting
      • Current Environment
      • Application provided reports: Aleph, MetaLib and SFX
      • ARROW
      • Data Warehouse
      • Working on
        • Data Warehouse expansion
        • BIRT (open source report writer)
        • Exploration with TSPC of the ExLibris data warehouse product (ARC)

Wrap-up (2:30-3:30)

  • Questions
  • Futures: via CSUL and committee planning
    • Direct patron requests (Unmediated borrowing)
    • Authentication (PDS, LDAP, Shib, etc.)
    • User centered design of interfaces, including user customization
    • Bringing Library services to the users via cell phones, course management systems, portals, etc.
    • Open source software: ILS, Discovery tools, Digital Library Management, Web presence, Report writing tools, etc.
    • Report writing power to SUL staff
    • Improving tools for SUL staff use - e.g. Genload, authority reports
    • Redesign FCLA web presence, using Drupal
  • FCLA 5-year plan draft
  • Work load and responsibility division between FCLA and SULs
  • Next steps
  • Advocacy

Last modified 2 February 2009 at 3:01 pm by jeanp