ELUNA Annual Meeting 2017: Full Schedule

Welcome to the new ELUNA scheduler app. We are in beta mode. Let us know what you think at contact.eluna@gmail.com.

Note that the Developers Day sessions on Tuesday (in green) are available only to ELUNA registered attendees with a Developers Day ticket. Sessions Wednesday - Friday are available to all ELUNA attendees, unless otherwise noted.

8:00am CDT

Breakfast & Registration

Tuesday May 9, 2017 8:00am - 9:00am CDT
Nirvana Threshold

Developers Day

9:00am CDT

Kick Off

Speakers

Michael North

Chair, ELUNA, Northwestern University

Tuesday May 9, 2017 9:00am - 9:10am CDT
Nirvana B & C (main room)

Developers Day

9:15am CDT

Lightning talk - Dumping data out of Alma using PERL and the Alma Analytics API

This lightening talk will briefly discuss using PERL to call the Alma Analytics API and show examples of how to use the resumption token and input parameters. The full code example will be available in GitHub and a more in depth presentation on this topic is also on the ELUNA presentation schedule

Speakers

Margaret Briand Wolfe

Systems Librarian, Boston College

Boston College was a development partner with Ex Libris for Alma and was the first institution to go live with Alma in July 2012. As a systems librarian at Boston College my primary responsibility is Alma. I also work in Alma Analytics and with the Alma APIs. Feel free to ask me anything... Read More →

Tuesday May 9, 2017 9:15am - 9:25am CDT
Nirvana B & C (main room)

Developers Day, API's and Web Services, Analytics (all products), Development & Coding Tools and Environments, Alma and/or Primo

9:30am CDT

Now We're Talking... Two-way Communication with Alma Using Webhooks

Alma has recently released support for webhooks, allowing institutions to subscribe to receive notification when certain events happen in the system. This technology opens up new ways to orchestrate processes and integrate systems with Alma. In this talk we will demonstrate Alma webhook support and build a client to receive the notifications.

Speakers

Josh Weisman

Vice President for Development, Ex Libris

Josh Weisman leads several development teams at Ex Libris and is an evangelist for the open platform, standards, and interoperability of Ex Libris products.

Tuesday May 9, 2017 9:30am - 10:00am CDT
Nirvana B & C (main room)

Developers Day, Integration / Interoperability, API's and Web Services, Alma and/or Primo

10:05am CDT

PHP code library for Alma APIs

Alma's various APIs are easy to use and easy to get started with. But if you're doing a lot of work with the APIs, an open source, well-tested code library provides some advantages. This presentation will cover a PHP code library for Alma APIs currently being developed by Cal State, including its design and use, and an invitation for co-developers.

Speakers

David Walker

Tuesday May 9, 2017 10:05am - 10:30am CDT
Nirvana B & C (main room)

Developers Day, API's and Web Services, Alma and/or Primo

10:30am CDT

Morning Break

Tuesday May 9, 2017 10:30am - 10:55am CDT
Nirvana Threshold

Developers Day

10:55am CDT

Alma, Analytics, and API All the Things: Producing Custom Automated Features in a SAAS Environment

We propose to present on 2 cases in which Emory University utilizes Alma and Alma Analytics API's as well as an OCLC API and SRU queries to (1) automatically create a Newly Acquired facet in ExLibris' Primo and (2) automate OCLC holdings updates for deleted or withdrawn materials. The purpose of this presentation will be to not only provide actual use cases, source code, and queries for features that any Alma libraries can easily and cheaply implement, but also to inspire tech-savvy Alma users to look at utilizing Analytics API's for more than just data gathering and data visualization._x000D_
We use Python to make the Alma and Analytics API calls to retrieve and update bibliographic records, make OCLC API calls to remove holdings, and place SRU queries to avoid removing OCLC holdings where the "deleted" records are still in Alma. We use cronjobs to automate these processes._x000D_
All queries and source code will be made available via GitHub.

Speakers

Alexander Cooper

Head of Library Core Systems, Emory University

Lisa Hamlett

Applications Support Analyst II, Emory University

Several of you asked me at ELUNA 2019 to provide additional documentation and queries via the Ex Libris Community Knowledge Center, so here you go:https://knowledge.exlibrisgroup.com/Alma/Community_Knowledge/A_Few_Helpful_Alma_Analytics_Querieshttps://knowledge.exlibrisgroup.com... Read More →

Tuesday May 9, 2017 10:55am - 11:20am CDT
Nirvana B & C (main room)

Developers Day, Alma and/or Primo, Analytics (all products), API's and Web Services

11:25am CDT

A Dream Dev/Config Interface for SUMMON

We all have some experience with open source tools for interface design and configuration, from Apache to Lucene and up to full ILS systems. In the proprietary Voyager dev experience we saw the breakthrough to XSLT and open platform OPAC possibilities. SUMMON feels like a step backwards to config files and API fixes. I keep hearing from my team what cannot be displayed and how basic features like facet behaviors are out of our control. We can still dream and I present here (30 mins) an imagined dev-config-customize interface tool for SUMMON.

Speakers

Ken Herold

Associate Dean of Libraries, Adelphi University

IGeLU Steering Committe Member, liaison for SFX/UStat, Summon/360/Intota

Tuesday May 9, 2017 11:25am - 11:50am CDT
Nirvana B & C (main room)

Developers Day, Development & Coding Tools and Environments, Summon

11:50am CDT

Morning Q&A with Presenters

Tuesday May 9, 2017 11:50am - 12:10pm CDT
Nirvana B & C (main room)

Developers Day

12:15pm CDT

Lunch

Tuesday May 9, 2017 12:15pm - 1:10pm CDT
Nirvana Threshold

Developers Day

1:00pm CDT

Tuesday Registration

Tuesday May 9, 2017 1:00pm - 6:00pm CDT
Schaumburg Hall

1:15pm CDT

Ex Libris Primo UI

Speakers

Noam Amit

Primo, Primo VE Development Director, ExLibris

Tuesday May 9, 2017 1:15pm - 1:55pm CDT
Nirvana B & C (main room)

Developers Day

2:00pm CDT

Using new UI as an image catalog

At Harvard we’re working on a project to use the new Primo UI as an image catalog. Our faculty often go to Google Images and scroll through hundreds if not thousands of images for their teaching and research. We hope to offer a grid view of search results for a similar experience, with our local content which is sometimes restricted to affiliates. An additional challenge will be to accommodate our metadata structure, which includes groups of images in a particular order, such as details of a fresco or images taken during a play

Speakers

Corinna Baksik

Senior Systems Librarian, Harvard University

Tuesday May 9, 2017 2:00pm - 2:10pm CDT
Nirvana B & C (main room)

Developers Day, Alma and/or Primo

2:15pm CDT

Consortial management of Primo New UI

The new Primo UI offers consortia an excellent opportunity to improve the development and sharing of interface customizations, by leveraging the built-in central package management. Through this functionality, consortia can develop customizations, share them centrally, and enable member libraries to selectively inherit them in their local Primo instances. Since the release of the new UI in summer 2016, the Orbis Cascade Alliance has convened successive working groups to explore this functionality and to map out how the consortia will take advantage of it to improve the Primo experience for all of its member libraries and their patrons. This presentation will discuss the work done by these Alliance working groups, and the consortium's resulting plans for the development and sharing of Primo customizations. The presentation will cover both the workflows and goals that the Alliance is setting, as well as the mechanics for sharing and inheriting dynamic customizations.

Speakers

Holli Kubly

Web Services Librarian, University of Oregon

Dan Moore

Discovery Services Librarian, Oregon State University

Tuesday May 9, 2017 2:15pm - Thursday May 11, 2017 2:40pm CDT
Nirvana B & C (main room)

Developers Day, Alma and/or Primo, Development in a SaaS Environment

2:45pm CDT

Hacking VuFind Combined Search and making Bento Searching easy

Over last few years, Bento Box Searching has become the new hip. During the Summer of 2016, the Cheng Library of William Paterson University began a usability testing regimen to develop and deploy a bento box interface for our discovery layer (VuFind) to most of our electronic resources. The presentation will cover the process of the testing, the development, and the deployment of the interface. We will also share the experience of customizing or hacking VuFind Combined Search (Bento Box Layer), such as jumping out of VuFind built-in API integration and redirecting record URLs back to Summon, Primo or EDS’ commercial discovery interface, adding more Bento components that Vufind does not support, etc.

Speakers

Ray Schwartz

Head of Library Information Systems, William Paterson University

Hao Zeng

William Paterson University

Tuesday May 9, 2017 2:45pm - 3:10pm CDT
Nirvana B & C (main room)

Developers Day, Aleph, API's and Web Services, Other, Other Ex Libris Products (Rosetta, SFX, Third Party Integrations, Voyager

3:15pm CDT

Lightning talk

Speakers

Lauren Ajamie

University of Notre Dame

Tuesday May 9, 2017 3:15pm - 3:25pm CDT
Nirvana B & C (main room)

Developers Day

3:30pm CDT

Afternoon Break

Tuesday May 9, 2017 3:30pm - 3:50pm CDT
Nirvana Threshold

Developers Day

3:55pm CDT

Boxbuilder: EAD3 authoring for Discovery System

Boxbuilder is a web based open source tool that simplifies EAD3 authoring by leveraging the existing tools and technologies already available to an archivist. An archivist can use familiar tools like Microsoft Excel to catalog their records in non proprietary CSV (Comma Separated Value) format and use the Boxbuilder to generate the EAD3 xml file. Boxbuilder’s goal is to reduce the inherent complexity of EAD tags and to focus more on the discoverability of the finding aids. Hence, the template only uses 50 tags -- based on EAD3 template created by SAA's EAD3 roundtable in 2016 -- of the total 165 available tags in EAD3. The resulting simple EAD files can be easily crawled by Google, Summon or by any discovery system significantly increasing the visibility of archival resources. In the presentation Boxbuilder will be demonstrated.

Speakers

Monish Singh

Tuesday May 9, 2017 3:55pm - 4:20pm CDT
Nirvana B & C (main room)

Developers Day, Integration / Interoperability, Development & Coding Tools and Environments, Summon

4:25pm CDT

Choosing Blacklight Over Primo for Discovery

With a migration to Alma imminent, we had to decide a solution for Discovery. We went with Blacklight because of the collaboration opportunities available with other institutions and the fact that Blacklight will be used for other projects in our library such as Hydra. Working with our colleagues at the University of Pennsylvania, we shared our code and developed a basic framework to create a more reusable implementation of Blacklight on top of Alma.

Speakers

Cynthia Schwarz

Assistant Director for Library Technology, Temple University

Tuesday May 9, 2017 4:25pm - 4:50pm CDT
Nirvana B & C (main room)

Developers Day, Integration / Interoperability, API's and Web Services, Third Party Integrations, Alma and/or Primo

4:50pm CDT

Afternoon Q&A with Presenters

Tuesday May 9, 2017 4:50pm - 5:15pm CDT
Nirvana B & C (main room)

Developers Day

5:15pm CDT

Closing Remarks

Speakers

Alison Hitchens

Associate University Librarian, Collections, Technology, Scholarly Communication, University of Waterloo

Tuesday May 9, 2017 5:15pm - 5:20pm CDT
Nirvana B & C (main room)

Developers Day

6:00pm CDT

Reception

Reception is open to all attendees of the Ex Libris Technical Seminar and ELUNA meeting. Come spend time with colleagues new and old while enjoying bowling, arcade games, karaoke, and more at Punch Bowl Social.

Tuesday May 9, 2017 6:00pm - 10:00pm CDT
Punch Bowl Social

7:00am CDT

Breakfast

Wednesday May 10, 2017 7:00am - 9:00am CDT
Schaumburg East

7:30am CDT

Alma - Loading MARCIVE Records Informal Discussion

Anyone who is interested in discussing loading MARCIVE records in Alma is welcome to join.

Speakers

Betsy Friesen

Director, Data Mgmt & Access, University of Minnesota Libraries

Alma, Alma Working Group

Wednesday May 10, 2017 7:30am - 8:30am CDT
Innovation

Alma

7:30am CDT

Alma - NZ Consortia Meeting (Private Meeting)

Speakers

Betsy Friesen

Director, Data Mgmt & Access, University of Minnesota Libraries

Alma, Alma Working Group

Wednesday May 10, 2017 7:30am - 8:30am CDT
Knowledge

Alma

7:30am CDT

Wednesday Registration

Wednesday May 10, 2017 7:30am - 5:00pm CDT
Schaumburg Hall

8:00am CDT

Moderator/Speaker Orientation

Information for session moderators and speakers.

Moderators

Debbie Clark

Circulation Manager, University of Southern Indiana

Speakers

Rose Scruggs

Library Web and Systems Coordinator, University of Southern Indiana

Dr. Who and Walking Dead fan.

Wednesday May 10, 2017 8:00am - 8:30am CDT
Nirvana B-C

Other

9:00am CDT

ELUNA Welcome and Opening Keynote

Welcome and opening remarks from Habib Tabatabai, ELUNA Steering Committee Chair, and Mary M. Case, University Librarian at University of Illinois at Chicago. _x000D_
Opening Remarks: Better Together: Enriching Our Community through Collaboration_x000D_
Ms. Case will address the importance of collaboration to enhancing the impact of libraries on our communities to solving critical challenges of our field. She will share her perspective from working with formal and informal consortia from the local to the global level._x000D_

Speakers

Mary M. Case

University of Illinois at Chicago

Habib Tabatabai

University of Central Oklahoma

Wednesday May 10, 2017 9:00am - 9:40am CDT
Schaumburg West

Plenary

9:40am CDT

Global & North America Company Update

Speakers

Eric Hines

Ex Libris

Matti Shem Tov

Ex Libris

Wednesday May 10, 2017 9:40am - 10:25am CDT
Schaumburg West

Plenary

10:25am CDT

Break

Wednesday May 10, 2017 10:25am - 10:45am CDT
Schaumburg Hall

10:45am CDT

Next-Generation Library Services Update

Speakers

Shlomi Kringel

Ex Libris

Ido Peled

Corp VP, Mobile Campus Solutions, Ex Libris

Bar Veinstein

Ex Libris

Wednesday May 10, 2017 10:45am - 12:15pm CDT
Schaumburg West

Plenary

12:15pm CDT

Lunch

Wednesday May 10, 2017 12:15pm - 1:30pm CDT
Schaumburg East

1:30pm CDT

Alma's New UX

Join this session to see the fruits of a strong collaboration between Ex Libris and the Alma UX customer group. By working together we are creating a new personalized and customizable experience for Alma users. See a live demo that will show you how the new Alma user interface can improve your daily work, with a modern and fresh design and a strong focus on optimizing workflows.

Speakers

Mike Rogers

Enterprise Systems Manager, University of Tennessee

Mike is the Manager of Enterprise Systems at the University of Tennessee Library, which includes administration and oversight of Alma and Primo VE. He has worked with Ex Libris products since 2004 when the library migrated to Aleph (from Horizon & Geac). Ask him about driving from... Read More →

Dana Sharvit

Ex Libris

Wednesday May 10, 2017 1:30pm - 2:15pm CDT
Schaumburg E-F

Alma

1:30pm CDT

meeScan@umanitoba

We implemented meeScan at the University of Manitoba Libraries in 2016. It is an app which allows patrons to check out items by themselves. We are using Alma at UML. Thus, for each library in Alma, a self-check "machine" was created. The generated certificates were sent to the vendor so that they can use stunnel to encrypt the communication between meeScan and Alma. We are the first academic library that has implemented this service. We would like to share our experience with other institutions.

Speakers

Wei Xuan

Head, Libraries Systems, University of Manitoba Libraries

Wednesday May 10, 2017 1:30pm - 2:15pm CDT
Euphoria

Alma

1:30pm CDT

Testing, identifying and classifying OpenURL access problems

The University of Minnesota Libraries embarked on a mission to determine linking errors from third-party databases to full-text content through Alma’s link resolver. Come hear how the University Libraries tested, identified and classified access problems with OpenURLs. This presentation focuses on Alma, but much of it can be applicable to other link resolvers (e.g. SFX or 360 Link).

Moderators

Bill Kelm

Systems Librarian, Willamette University

Speakers

Sunshine Carter

Director, Collection Strategy & eRes Management, University of Minnesota Libraries

Jeff Peterson

Software Developer, University of Minnesota

Wednesday May 10, 2017 1:30pm - 2:15pm CDT
Nirvana A

Alma

1:30pm CDT

When Staff Become Students: Using a Course Management System for Alma Training

When the CSU Libraries decided to migrate to Alma, I suspected the most challenging part of the migration would be training staff. How do you approach such a huge training task when most of the people in libraries are already overworked? People need to be able to access training materials in a way that fits into their schedules. Course management systems offer an excellent option for asynchronous learning and tracking participation. In this session, I’ll walk through some of the CMS tools I used to create our Alma Training course at Sonoma State. I’ll talk about what worked and didn’t work in the training process, and how our approach evolved over the course of implementation. I’ll demonstrate some of the features of our CMS, Moodle, and talk about similar features in other CMSs. I’ll talk about how to apply pedagogical best practices to Alma training, and how to use some of the skills many librarians already have and apply them when developing Alma trainings.

Moderators

Merry Bower

Metadata Librarian, Kansas State University

Speakers

Laura Krier

Collection Development Librarian, Sonoma State University

I am the Collection Development Librarian at Sonoma State University, liaison to the School of Arts and Humanities. I am interested in talking about optimizing workflows in Alma and learning different configuration options. I'm also always interested in talking about the future of... Read More →

Wednesday May 10, 2017 1:30pm - 2:15pm CDT
Utopia D

Alma

1:30pm CDT

campusM Demo

Speakers

Ido Peled

Corp VP, Mobile Campus Solutions, Ex Libris

Wednesday May 10, 2017 1:30pm - 2:15pm CDT
Innovation

campusM

1:30pm CDT

Digital divide or digital inclusion?? Librarians need to serve inclusion rather than the divide in providing digital technology

As the economic divide grows, Librarians need to be sure to think about digital inclusion, the task of ensuring the ability of individuals to access and use information and technology. In this presentation we'll examine what Librarians can do which starts with planning, ensuring their Library is creating a desirable place for the community of users to physically or virtually visit and methods of broad collaboration that help address and improve digital inclusion. Then, as an example, we'll look at what we've done at the University of Oklahoma which includes remodeling physical spaces, to providing new web interfaces, to exhibitions, outreach to schools, open access, innovation spaces and collaboration across the university and globe with other cultural and educational organizations. Telling the story of digital inclusion is important as well, so that the public beyond the immediate community served, understand and utilize the value being provided by Librarians.

Moderators

Kaci Resau

Speakers

Carl Grant

Interim Dean of Libraries, Oklahoma University

Dean (Interim) of The University of Oklahoma Libraries, a facility that has been undergoing a rapid transformation for the last five years. Here is a link to our latest annual report that shows the scope of work being done here: https://issuu.com/oulibraries/docs/ou_libraries_pro... Read More →

Wednesday May 10, 2017 1:30pm - 2:15pm CDT
Knowledge

General/ Strategic--Not Product Specific

1:30pm CDT

ELUNA 101

Are you new to ELUNA? Come to this session to learn more about the many ways that the Ex Libris Users Group of North America serves Ex Libris customers including communication, events, and the product enhancement processes.

Moderators

John Greer

University of Montana- Mansfield Library

Speakers

Laura Morse

Director of Library Systems & Support, Harvard University

Laura Morse is Director, Library Systems & Support at Harvard University. In her current role, she manages a group of incredible systems librarians who provide support, training, implementation services, business analysis, and project management for a wide range of locally developed... Read More →

Wednesday May 10, 2017 1:30pm - 2:15pm CDT
Schaumburg A-B

General/ Strategic--Not Product Specific

1:30pm CDT

From Aleph to Data Warehouse to Tableau: Making sense of our data

As part of their five year strategic initiative, New York University Libraries embarked on an ambitious plan to create a Library data warehouse and to use the data collected therein to become a more data driven organization. To achieve this goal, IT staff utilized Microsoft’s Enterprise level ETL (Extract ,Transform and Load) software offered as part of SQL Server. Known as SQL Server Integration Services (SSIS), this suite of tools allows one to connect to and extract data from, almost any available data source, including text files, Excel data, as well as data stored in Oracle, MySQL and SQL Server databases. Having begun the task of building a data warehouse to store mission critical data, the next step was to find a way to present that data to decision makers and other information stake holders. After researching a variety of options, the choice was made to go with Tableau, a powerful data visualization software package. In our presentation we would like to demonstrate how we use SSIS to pull and combine data from a wide variety of sources including Aleph, the University FAME and student registry systems into the Library data warehouse. We also plan to show how we employ Tableau to analyze and present this data.

Moderators

Jerry Specht

Speakers

Camelia Anghel

Sr. Systems Data Analyst, New York University, Division of Libraries

Perry, David

New York University

Nancy Lin

Sr. Data Projects Strategist, NYU

Wednesday May 10, 2017 1:30pm - 2:15pm CDT
Utopia C

General/ Strategic--Not Product Specific Aleph

1:30pm CDT

Primo Product Update, Roadmap, and Q&A

Speakers

Yuval Kiselstein

Ex Libris

Wednesday May 10, 2017 1:30pm - 2:15pm CDT
Schaumburg West

Primo/MetaLib

1:30pm CDT

Summon Product Update, Roadmap and Q&A

Speakers

Brent Cook

Director, Product Management, Discovery, Ex Libris

I am a Director of Product Management for discovery services for Ex Libris. I am primarily responsible for the Summon discovery services, and I also work with and on all discovery products and services for Ex Libris.

Wednesday May 10, 2017 1:30pm - 2:15pm CDT
Nirvana B-C

Summon

1:30pm CDT

Global Updates in Voyager: An Introduction to the Strawn Voyager Tools

Voyager's Global Data Change (GDC) module has automated several functions, from updating headings to replacing subfield content. However, what are your options for database maintenance if you don't have access to, or aren’t able to use, GDC? This presentation will describe Strawn Voyager tools that allow you to quickly and easily delete bibs and items; change URLs; add, change and delete fields or subfields in bibs or MFHDs; and update location, item status, item type, and more. A brief overview of Strawn programs for other tasks, such as authority work, will be included. Note: this presentation assumes familiarity with Voyager Access Reports.

Moderators

Wendy Crist

Metadata & Discovery Systems Librarian, Arkansas State University

Speakers

Miriam Nauenburg

Serials and Electronic Resources Cataloger, University of West Georgia

Miriam Nauenburg has been Serials and Electronic Resources Cataloger at the University of West Georgia since 2010. She has presented at past ELUNA and GUGM meetings on the topics of reporting, batch processing, pre- and post-migration data cleanup, and Alma workflows and customiz... Read More →

Wednesday May 10, 2017 1:30pm - 2:15pm CDT
Utopia A

Voyager

2:30pm CDT

Summon / 360 Link Product Working Group Meeting

Ex Libris will manage the development of Summon. Following a discussion between Ex Libris and the customer organisations a joint IGeLU/ELUNA Product Working Group (PWG) for Summon has been created. The PWG will also represent 360 Link for an interim period. The PWG will look to all aspects of the products but with special attention to the 360 Knowledge base, 360 Link interface, Summon Knowledge base, Summon user interface (UX) and the Summon API. For the first time the PWG invites ELUNA members to participate in our first business meeting. We will talk about the work of the PWG so far and ask for your input and priorities.

Speakers

Daniel Forsman

Library Director, Chalmers University of Technology

Chalmers

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Nirvana B-C

360 Link Summon WG meeting (Working Group)

2:30pm CDT

How did that number get there? That’s not an OCLC number…

The OCLC number is a standard number used by many automated services. What happens if a non-OCLC number somehow made it into the MARC record styled as an OCLC number? What can it mess up? This is an issue our Consortium faced, as we were preparing data for an upcoming migration and encouraging member libraries to complete the OCLC Reclamation/Data Sync process. Our Consortium developed a process using OCLC Collection Manager (Query Collections), MarcEdit, Excel, and Access to identify potentially affected records where the Aleph bibliographic record’s OCLC number and title and the OCLC record's OCLC number and title did not match.

Speakers

Carrie Curie

Support and Training Librarian, PALS

Carrie Curie specializes in Alma Acquisitions, Serials, Electronic Resource Management (including the CDI). She joined PALS in December 2012.

Daniela Kroon

Library Development and Support Services Librarian, PALS

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Utopia B

Aleph

2:30pm CDT

Alma Demo

In this session we will discover how Alma improves library workflows and provides rich analytics and data insights. Designed to handle all resource types, Alma supports library collaboration and helps you optimize your user experience and collection. In addition to an overview of Alma’s concepts and functionality, we will briefly review supporting sites such as the Knowledge Center and Developer Network.

Speakers

Kirsten Andrews

Ex Libris

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Schaumburg G-H

Alma

2:30pm CDT

Alma Demo - License Management

Wondering how to maximize the benefits of Alma license records? Whether you work in acquisitions or resource sharing, license records can provide crucial information. Take an in-depth look at this core functionality of unified resource management and find new ways to leverage your system.

Speakers

Marliese Thomas

Solutions Architect, Ex Libris

Marliese Thomas, a native of Birmingham, joined Ex Libris in 2013 following nearly seven years with academic libraries. During her time in academia, she implemented two discovery solutions for a state ARL, directed outreach activities for a private liberal arts university, and generally... Read More →

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Utopia C

Alma

2:30pm CDT

Analytics and Your Neighbors - Comparative Approaches

Comparative, benchmarking and other new and upcoming analytics tools

Speakers

Asaf Kline

VP, Product Management, Ex Libris

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Nirvana A

Alma

2:30pm CDT

Dumping data out of Alma using PERL and the Alma Analytics API

This presentation will go over a PERL script that calls the Alma Analytics API and will demonstrate how it works. The data returned from the API will be written to a CSV file that can then be imported into a database and/or data warehouse. Code will be available in github.

Moderators

Grace Liu

Speakers

Margaret Briand Wolfe

Systems Librarian, Boston College

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Utopia D

Alma

2:30pm CDT

Integrating Alma and OCLC Worldshare Collection Manager for Ebook Management

In this session, we will describe a use case for WorldShare Collection Manager (WCM) as a source for ebook MARC records in Alma. We will cover which description scenarios are a good fit for WCM, and why we opted to use WCM as a record source as an alternative to the Alma Community Zone. We will share the basic steps in setting up the service: the setup necessary in WCM, scheduled Alma import profiles, and normalization rules for standardizing records. We will discuss the differences in the Alma import profiles and merge rules for new, updated, and deleted WCM records. We will also share ways to configure WCM record delivery to optimize record updates and record quality, as well as ways that individual libraries can contribute to the improvement of the records in WCM. The presentation will conclude with a discussion of service quality – both in terms of record quality and as a service. We will share procedures for automatically evaluating record quality using Python scripts.

Moderators

Dianne Grayson

Speakers

Kelly Thompson

Metadata Analyst Librarian, University of Minnesota

Stacie Traill

Discovery and Metadata Systems Lead, University of Minnesota Libraries

Stacie Traill is Discovery and Metadata Systems Lead at the University of Minnesota Libraries. Prior to her current role, she held positions as Metadata Analyst, Cartographic and Electronic Resources Cataloger, and Special Formats Cataloging Coordinator, also at the University of... Read More →

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Schaumburg C-D

Alma

2:30pm CDT

Reduce workflow wastes by leveraging Alma Mobile App

In Oct 2015, Macquarie University Library participated in a Rapid Improvement Event (RIE) to reform photocopying and digitization services. Applying LEAN methodology through the RIE, workflow wastes were identified and replaced with a consistent, coordinated and efficient approach. Over time, the digitization service has been offered to more library business areas, workflows have been further reviewed and refined, particularly with the Pick From Shelf list management. In May 2016, Macquarie became an early access partner to assist with testing and shaping the new Alma Mobile App, which primarily focuses on providing simple access to the Pick From Shelf list. While adapting the new technology, a question remains unanswered: Is this just another shiny gadget ExLibris is introducing, or can the app bring significant efficiency to our workflows? This session, I will present on our journey of workflow mapping as well as how we put the new Alma Mobile App to the efficiency test.

Moderators

Laura Krier

Collection Development Librarian, Sonoma State University

Speakers

Tony Wai

Macquarie University

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Schaumburg A-B

Alma

2:30pm CDT

Resource Sharing: Local, Regional, National, and Global

Resource Sharing is supported today in a range of different workflows and may involve a variety of different systems. In this session, we will review how Alma’s resource sharing can be used to implement services based on more than one circle of potential suppliers, and how it can utilize different sharing flavors and workflows. We will review how the different resource sharing models can be used to complement one another, and how Alma’s cloud presents new opportunities and new options for even better services.

Speakers

Moshe Shechter

Product Manager, Clarivate

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Schaumburg E-F

Alma

2:30pm CDT

Implementing Alma at the University of Iowa -- Lessons Learned

The University of Iowa completed migration from Aleph/SFX/Primo local to Alma/Primo hosted in July 2016. Overall it was a successful migration and our staff are slowly evolving into workflows that meet our needs. This session will discuss some of the lessons learned and discuss some of the things we would do differently if we had the chance to do it again. There will be ample time allowed for questions from the audience.

Moderators

Cynthia Schwarz

Assistant Director for Library Technology, Temple University

Speakers

Ellen Jones

University of Iowa

Sue Julich

IT Director, University of Iowa Libraries

began her library career as a Departmental Secretary in the UI Serials Unit before moving into the Automation Office when they began putting PC’s on desktops and implementing the first ILS, NOTIS. Sue is now IT Director for the Libraries Information Technology Department. She has... Read More →

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Euphoria

Alma Primo/MetaLib

2:30pm CDT

campusM Product Update, Roadmap, and Q&A

Speakers

Ido Peled

Corp VP, Mobile Campus Solutions, Ex Libris

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Innovation

campusM

2:30pm CDT

The OPAC and ‘real research’ at Harvard

We’re fortunate to have some dedicated and passionate users of the Harvard Library, some of whom are deeply attached to the Aleph OPAC (“HOLLIS Classic”) that has been in place for well over a decade. We’ve been running this system in parallel to “next-generation discovery” tools, but one day it will have to retire. Among some faculty and graduate students, there is the belief that the newer tools, while they offer some advantages, do not offer sufficient features to serve as an adequate replacement for the OPAC. How do we move forward without leaving our users at a loss? Which functions are handled better by the OPAC? What improvements are needed in ‘next-generation’ tools to satisfy the needs of users at a research library?

Moderators

Camelia Anghel

Sr. Systems Data Analyst, New York University, Division of Libraries

Speakers

Corinna Baksik

Senior Systems Librarian, Harvard University

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Utopia A

General/ Strategic--Not Product Specific Aleph Primo/MetaLib

2:30pm CDT

Leganto Product Update, Roadmap and Q&A

Speakers

Susan Dunavan

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Knowledge

Leganto/SIPX

2:30pm CDT

Primo/MetaLib Product Working Group Meeting

Come and hear what your Primo/MetaLib PWG has been up to in the past year. We will give an update on the past year and talk about plans for the 2017 / 2018. Bring your questions and say hello!

Speakers

Alexander (Sacha) Jerabek

Bibliothécaire, Université du Québec à Montréal

I work at UQAM - the Université du Québec à Montréal - in the library systems department and provide support for applications such as Primo and Aleph. I also work with MediaWiki, Omeka, and other open source software. Recently the academic institutions in the province of Quebec... Read More →

Wednesday May 10, 2017 2:30pm - 3:15pm CDT
Schaumburg West

Primo/MetaLib WG meeting (Working Group)

3:15pm CDT

Break

Wednesday May 10, 2017 3:15pm - 3:45pm CDT
Schaumburg Hall

3:45pm CDT

Improving Accurate Collection Access with Aleph Inventory

HFJ Library at Hampshire College has been running a stacks inventory this summer for the first time in current employee memory. At any of CUNY's 23 libraries there is almost always someone (somewhere) checking on the checking on the physical collection. Smith College Libraries are in the process of moving their entire collection out of current facilities. They are using the built in inventory shelf list function in Aleph for large scale inventories. Finding physical materials through the finest of Discovery solutions is only as accurate as how up to date one's catalog inventory is. Whether it is part of a Collection Development project, or just reconfirming what materials are on hand, it is an ongoing practical necessity for libraries. This session will include project overview, a walk through some of the Inventory options available to a library, how to clean up collection errors found by inventory and lessons learned from the process.

Moderators

Kevin Collins

Speakers

Abigail Baines

Hampshire College Library

Steven Bischof

Five Colleges Inc

Kevin J. Collins

CUNY City of New York

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Utopia B

Aleph

3:45pm CDT

Alma Acquisitions Interest Group

Got questions about Acquisitions in Alma? Better yet, got the answers? What works for you? What's not working? Join your colleagues for an open mike information-sharing session focused on the Alma Acquisitions Functional Area.

Speakers

Sion Romaine

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Utopia A

Alma

3:45pm CDT

Alma Demo - ILL Resource Sharing

Alma streamlines workflows throughout the library, and this includes the often-cumbersome ILL processes. Save yourself from manual work and tedious data entry by using Alma’s tools to communicate with ILL brokers or directly with your resource sharing partner libraries. This will be a high-level look at the different resource sharing options available with Alma—broker based, peer to peer, and fulfillment networks.

Speakers

Jessie Ransom

Teaching & Learning Product Specialist, Ex Libris

Jessie Ransom joined Ex Libris in early 2015 after spending 6 years working as a reference librarian in her home state of Colorado. In her current role as the Teaching and Learning Product Specialist she works with Leganto, the Ex Libris course materials solution, and also with North... Read More →

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Utopia C

Alma

3:45pm CDT

Counting, then Re-Counting: National Statistical Reporting from within Alma and from Alma Analytics

National statistics are collected and reported by libraries for a variety of reasons. The presenter was recently asked to report statistics about her library's collections for ARL, AAHSL, ABET, CEAL and IPEDS, each of whom ask a variety of questions about disparate data points. Her institution recently migrated from Voyager to Alma, and she found that the data is not comparable between the prior and subsequent years to this migration. The differing statistical collection methods between Voyager and Alma / Analytics will be discussed, and if time allows, the presenter would appreciate any tips for collecting collection-based data and its use in your institutional assessments!

Moderators

Elizabeth Vernon

Speakers

Julene L. Jones

University of Kentucky

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Schaumburg A-B

Alma

3:45pm CDT

Extending Your Library with the Alma Open Platform

Learn about the latest developments in Alma APIs and integrations

Speakers

Josh Weisman

Vice President for Development, Ex Libris

Josh Weisman leads several development teams at Ex Libris and is an evangelist for the open platform, standards, and interoperability of Ex Libris products.

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Schaumburg E-F

Alma

3:45pm CDT

Project Management : Effectively Measuring ILS Project Success

Libraries have been in transformation through various IT/IS projects to improve operations and make positive impacts on organizational effectiveness. As a project manager or leader, how do you measure IS project success and provide a great opportunity for organizational learning? How do you communicate project success to stakeholders and abstain their continuing support and trust?_x000D_
In this session, the presenter will introduce a new theoretical model of IS project success developed through reviewing the IT/IS literature. The model employs three dimensions—project management process, project outcomes, and contextual factors to address IS project success. The theoretical framework emphasizes that project management success alone cannot guarantee project success and project results and contextual factors may also influence the success throughout the lifecycle. The takeaway from this session is that audiences will be able to understand why IS projects succeeded or failed, and how to apply the model to practices and communicate project success with shareholder effectually. The presenter will also share the experience of a post-project evaluation to demonstrate the application of the model to a Voyager merger project. The results indicate that the post-project assessment has created a great opportunity for organizational learning and helped practitioners to manage talents better and improve the chances of IS project success in the future.

Moderators

Todd Wallwork

Systems and Technical Services Librarian, The University of Alabama

Speakers

Jin Xiu Guo

Kennesaw State University

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Nirvana A

General/ Strategic--Not Product Specific

3:45pm CDT

Linked Open Data, Analytics, KBAB, and Interoperability Special Interest Working Group Meeting #1

Since many ELUNA members have common interests in Analytics, KBAB, Interoperability and/or Linked Data, we will combine the business meetings of these 3 Special Interest Working Groups into 2 sessions. This will include reports of our many activities for the year and future plans, and may include brief presentations from Ex Libris staff on topics of interest. We will have the opportunity for questions and discussion of issues, suggestions, and reports of interesting projects from those attending. Please join us!
3:45 - 4:00 Analytics SIWG Business Report, Margaret Briand Wolfe
4:00 - 4:15 KBAB SIWG Business Report, Kathy Varjabedian
4:15 - 4:30 Ex Libris Linked Data presentation, Dana Sharvit and Yisrael Kuchar

Speakers

Laura Akerman

Product Manager, Emory University Libraries

Interested in linked data, metadata, discovery, library systems, repositories, open access...

Yisrael Kuchar

Ex Libris

Dana Sharvit

Ex Libris

Kathy Varjabedian

Collections and Discovery Lead, Los Alamos National Laboratory

Margaret Briand Wolfe

Systems Librarian, Boston College

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Utopia D

General/ Strategic--Not Product Specific Knowledge Base SIG meeting (Special Interest Group)

3:45pm CDT

What We Need To See in Today’s Knowledgebase (And Maybe Something For Tomorrow's)

In 2000, I co-founded Serials Solutions. Through 2007, I created and managed its knowledgebase, which contained only serials records. In 2016 I returned to work in a library, and discovered that in the intervening years, only ebook records had been added. Today, an electronic resources knowledgebase must contain far more than ebook and e-serial records. A viable electronic resources knowledgebase must contain records for essentially anything that would be cataloged elsewhere: movies, videos, images, audio recordings, manuscripts, data sets, transcripts, dissertations, and much, much more._x000D_
In this presentation, I will address what I see as the significant limitations of the knowledgebase I created 17 years ago, and why we librarians must demand a better, more meaningful, and more extensive knowledgebase for managing electronic resources. If Serials Solutions/Ex Libris/ProQuest choose not to create this knowledgebase, we must find or create a better alternative.

Moderators

Pascal Calarco (he/him)

Systems & Scholarly Comms Librarian, University of Windsor

Tolkien fan since 1980.

Speakers

Peter McCracken

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Euphoria

Knowledge Base

3:45pm CDT

Front-line Leganto implementation stories; Learning from those that have made the journey.

More and more sites are thinking about new ways to better integrate the Library's resources into the course management systems and into the everyday workflows of the students as well as the faculty/students that teach them using those CMS products. Leganto, offers tremendous promise to do this. Of course, deciding to do this and overcoming the challenges posed in implementing any new technology involves many things, from effective project planning, to people skills, effective promotion techniques, product integration and implementation skills. In this panel presentation, you'll get to hear stories from the "front-line", from those that have made the journey and can share both the experiences and the lessons learned in dealing (thus far) with all of those topics. You'll walk away with some practical ideas on how to implement Leganto in your Library and make it a essential tool in the Library toolbox.

Moderators

Carl Grant

Interim Dean of Libraries, Oklahoma University

Speakers

Leland R. Deeds

Blake L. Galbreath

Core Services Librarian, Washington State University

Interested in usability and user experience, user-searching behavior, discovery layer, Alma, Primo, and Leganto.

Sue Harmer

Associate Director, Digital Experience & Innovatio, UNSW Sydney

Charlotte Keys

Tufts University

Lisa Wheeler

University of Miami

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Innovation

Leganto/SIPX

3:45pm CDT

A Tale of Two UIs: Usability studies of two Primo user interfaces

This presentation will discuss a year of usability testing with Primo. In Fall 2016, University of Washington Libraries started usability testing with our current iteration of Primo, followed by the new user interface and culminating in Spring 2017 with A/B performance testing of the two interfaces. We will discuss our findings to date and how they will inform future customizations to Primo.

Moderators

Rose Scruggs

Library Web and Systems Coordinator, University of Southern Indiana

Dr. Who and Walking Dead fan.

Speakers

Anne M. Pepitone

Head of Integrated Library Systems, University of Washington Libraries

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Schaumburg West

Primo/MetaLib

3:45pm CDT

Two Years in the Cloud with Alma/Primo: How Are We Doing?

At ELUNA 2016, we presented our general implementation experience with Alma/Primo, as we had gone live with both systems in July 2015. Yet going live was not our final destination, and our new lives in the cloud were just beginning. A panel of librarians from our institution (Head of Systems, Head of Access Services, Head of Acquisition and Cataloging, Electronic Resources Librarians, Digital Services Librarian, and Head of Reference Services) will elaborate the impact of our Alma/Primo implementation after nearly two years. We will share how we have been transforming our roles and responsibilities, as well as how we continue to utilize collaborative and decentralized strategies to thrive through changes. This presentation will also cover some details of establishing teams and processes in order to effectively communicate with Ex Libris, build new skills, facilitate ongoing staff training, and identify new needs.

Moderators

Moon Joo Kim

Speakers

Ling-Li Chang

Loyola University Chicago

Niamh Mc Guigan

Margaret Heller

Digital Services Librarian, Loyola University Chicago

Chair of the ELUNA Primo Working Group

Hong Ma

Head of Library Systems, Interim Associate Dean for User Services, Loyola University, Chicago

Hong Ma is the Head of Library Systems at Loyola University Chicago. She played essential roles in LITA (Library Information Technology Association) and served on the Core Board as Director-at-Large 2017 - 2020. She served on the ELUNA Steering Committee 2020 - 2023, and serves... Read More →

Chris Martin

Head of Access Services, Loyola University Chicago

Sherri Rollins

Serials & E-Resource Librarian, Loyola University Chicago

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Schaumburg C-D

Primo/MetaLib Alma

3:45pm CDT

Rosetta Product Update, Roadmap and Q&A

Speakers

Adi Alter

Director of Product Management, Research Solutions, Ex Libris

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Epiphany

Rosetta

3:45pm CDT

SFX Product Update, Roadmap and Q&A

Speakers

Christine Stohn

Dir Product Management, ProQuest (Ex Libris)

Christine Stohn is director of product management for discovery and delivery at Ex Libris. Christine has over 25 years of experience in the library and information industry, having worked on the content and data side before joining Ex Libris in 2001. In her current role Christine... Read More →

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Knowledge

SFX

3:45pm CDT

From Sierra to Seattle : Summon Discovery Synchronization in a Multi-Type Consortial Environment

The session will focus on strategies to populate Summon Discovery KB data, facets, and mapping/indexing from third party MARC and item catalog data. Prioritizing records, creative coding, and real-time availability options will be covered. While the session uses III Sierra examples, the principles can apply to any number of third party catalog products using Summon as the primary discovery tool.

Moderators

Natasha Stephan

Speakers

Susan M. Johns-Smith

Wednesday May 10, 2017 3:45pm - 4:30pm CDT
Schaumburg G-H

Summon

3:45pm CDT

ELUNA Steering Committee and Ex Libris Management Meeting (Invitation Only)

Wednesday May 10, 2017 3:45pm - 5:30pm CDT
Imagination

Other

4:45pm CDT

Alma Demo - Import Profiles

Record import is a key component of the acquisitions and resource management workflows in Alma. Are you importing records in bulk or one at a time? Do you expect the incoming records to match existing records or should potential matches be flagged? Are you creating PO Lines as a result of your import of EOD records? This session will examine the configuration of import profiles, the running and monitoring of import jobs, viewing results, and resolving any issues associated with the import.

Speakers

Jenny Draeger

Ex Libris

Wednesday May 10, 2017 4:45pm - 5:30pm CDT
Utopia C

Alma

4:45pm CDT

Making Administrator Changes in Alma and Primo

Often changes are requested for the Primo interface, but the point of change is in Alma. This presentation will show changes can be make for Primo in Alma and which ones come from the Primo back office.

Moderators

Doris Munson

Access Services Librarian, Eastern Washington University

Have been on Alma since December 2013. Familiar with General Electronic Services, TOU, Fulfillment, EZproxy, link resolvers.

Speakers

Jean Vik

Associate Library Director, University of Texas at Dallas

Wednesday May 10, 2017 4:45pm - 5:30pm CDT
Schaumburg A-B

Alma Primo/MetaLib

4:45pm CDT

Migration to Alma/Primo: a Do-It-Yourself Project at Central Washington University

This presentation will share how Central Washington University’s (CWU) Brooks Library and Multimodal Education Center (MEC) collaborated to migrate the MEC collection into the Brook’s Library’s Alma/Primo system. This collaboration established a single search interface for all the university’s library collections. The MEC previously used Follett Destiny to manage their small collection of approximate 20,000 items housed in the School of Education. The Brooks Library staff, collaborating with the MEC staff, to independently conduct and complete the migration within eight months in 2016. The entire process of the migration including physical inventory, data cleanup, configuration and integration, data load, self-check machine set up, publishing Alma data to Primo, and project management will be briefly reviewed and systematically described. Lessons and experiences learned will be shared.

Speakers

Ginny Blackson

Central Washignton University

Ping Fu

Central Washington University

Holly Wheeler

Central Washignton University

Wednesday May 10, 2017 4:45pm - 5:30pm CDT
Nirvana A

Alma Primo/MetaLib

4:45pm CDT

Assets Galore: Managing and Preserving Digital Assets with Rosetta and Alma-D

Need to manage and preserve digital assets? Ever wonder if Alma-D or Rosetta would be right for your institution? Come hear staff from the Getty Research Institute in Los Angeles and RMIT University in Melbourne discuss their use of the 2 systems. We will each be describing the types of content we manage as well as our staffing levels and work flows and comparing the systems in terms of viewers, metadata management and storage infrastructure among other topics.

Moderators

Shay Beezley

Assistant Director, Metadata & Cataloging, University of Central Oklahoma

Speakers

Anna Clatworthy

Librarian, Digital Collections, RMIT University Library

Alma Digital and Rosetta

Teresa Soleau

Digital Preservation and Library Systems Manager, J. Paul Getty Trust

http://westernwilds.blogspot.com/

Wednesday May 10, 2017 4:45pm - 5:30pm CDT
Innovation

Alma Rosetta

4:45pm CDT

Alma Licensing Special Interest Group Meeting

The Alma Licensing SIG will meet to discuss the progress of licensing functionality in Alma and will plan an organized approach to submitting enhancements. The group will review the Ex Libris response to the Alma Licensing Task Force report, reviewing the progress of the agreed to enhancements. We will prioritize the enhancements that did not make it on to the roadmap and will identify additional functionality that is needed to maximize the utility of the license workflow.

Speakers

Sunshine Carter

Director, Collection Strategy & eRes Management, University of Minnesota Libraries

Janet Morrow

Head, Resource & Discovery Services, Northeastern University

Wednesday May 10, 2017 4:45pm - 5:30pm CDT
Utopia A

Alma SIG meeting (Special Interest Group)

4:45pm CDT

Getting from A to A: Migrating from Aleph to Alma at Harvard

The Harvard Library is on a mission to review its use of OCLC systems and services, refresh its holdings in WorldCat, enhance its MARC records, and optimize metadata in Aleph, SFX and Verde to prepare for migration to Alma. This presentation will describe challenges, decisions and practical steps taken on the journey through OCLC’s Data Sync process on the road to Alma.

Moderators

Camelia Anghel

Sr. Systems Data Analyst, New York University, Division of Libraries

Speakers

Lynn Stram

Harvard University

Wednesday May 10, 2017 4:45pm - 5:30pm CDT
Utopia B

General/ Strategic--Not Product Specific Aleph Alma

4:45pm CDT

Linked Open Data, Analytics, KBAB, and Interoperability Special Interest Working Group Meeting #2

Since many ELUNA members have common interests in Analytics, KBAB, Interoperability and/or Linked Data, we will combine the business meetings of these 3 Special Interest Working Groups into 2 sessions.This will include reports of our many activities for the year and future plans, and may include brief presentations from Ex Libris staff on topics of interest. We will have the opportunity for questions and discussion of issues, suggestions, and reports of interesting projects from those attending. Please join us!

4:45 - 5:00 Linked Open Data SIWG Business Report, Laura Akerman

5:00 - 5:15 Interoperability SIWG Business Report, Allen Jones and Betsy Friesen

5:15 - 5:30 Ex Libris API/Interoperability report, Josh Weisman

Speakers

Laura Akerman

Product Manager, Emory University Libraries

Interested in linked data, metadata, discovery, library systems, repositories, open access...

Betsy Friesen

Director, Data Mgmt & Access, University of Minnesota Libraries

Alma, Alma Working Group

Allen Jones

Director of Digital Libraries & Technical Services, The New School Libraries

Josh Weisman

Vice President for Development, Ex Libris

Josh Weisman leads several development teams at Ex Libris and is an evangelist for the open platform, standards, and interoperability of Ex Libris products.

Wednesday May 10, 2017 4:45pm - 5:30pm CDT
Utopia D

General/ Strategic--Not Product Specific Knowledge Base SIG meeting (Special Interest Group)

4:45pm CDT

Our Experience with Primo New UI

Tennessee Tech Library went live with the new Primo UI in August 2016. BU Libraries went live with the new Primo UI in January 2017. In this presentation both libraries will share a holistic overview of this project and lessons we learned from the process. We would like to share:_x000D_

reasons we went live with the new UI_x000D_
way we rolled out the new UI (notified users)_x000D_
configuration/customization decisions_x000D_
issues/problems we have experienced_x000D_
assessment and usability testing_x000D_
enhancements/future plans for the new UI_x000D_

This presentation will allow us to share our story with you but also give you an opportunity to ask questions about our experience.

Moderators

Stuart Gaetjens

Coordinator of Technical Services, Tennessee Technological University

Coordinator of Technical Services

Speakers

Xizi (Cece) Cai

Tennessee Tech University

April R Crockett

Tennessee Tech University

Michael Ward

Director, Library Technology & Discovery Services, Boston University Libraries

Wednesday May 10, 2017 4:45pm - 5:30pm CDT
Schaumburg C-D

Primo/MetaLib

4:45pm CDT

libFX - Real-time Summon Use Visualized

libFX is a unique application for real-time visualizations of what users are clicking on in Summon results. These visualizations are generated using d3.js and include a Twitter-like display of citations, speed gauges, and other visualizations that allow you and your users to see what research is happening at that moment in the discovery layer. We assert that as the use of the library collection becomes increasingly hidden with print materials being moved out of main library buildings and collections management focused on purchasing more electronic resources, that the ability to view the use of the collection could be used to tell the story of libraries today and in the future.

Moderators

Kathryn Silberger

Speakers

Annette Bailey

Associate Director, Metadata Services, Virginia Tech

Wednesday May 10, 2017 4:45pm - 5:30pm CDT
Schaumburg G-H

Summon

4:45pm CDT

Summon Demo

This session will cover Summon from the basics through its newest developments. This update, for any and all Summon users will concentrate on the 2017 enhancements and tips to bring all your librarians on board with discovery.

Speakers

Marliese Thomas

Solutions Architect, Ex Libris

Wednesday May 10, 2017 4:45pm - 5:30pm CDT
Schaumburg E-F

Summon

4:45pm CDT

SFX Product Working Group Meeting

Meeting of the SFX Product Working Group.

Speakers

Rich Wenger

E-Resource Systems Manager, MIT Libraries

Wednesday May 10, 2017 4:45pm - 5:30pm CDT
Knowledge

WG meeting (Working Group)

6:30pm CDT

Leadership Cocktail (Invitation Only)

Wednesday May 10, 2017 6:30pm - 9:00pm CDT
Seasons 52

7:00am CDT

Breakfast

Thursday May 11, 2017 7:00am - 9:00am CDT
Schaumburg East

7:00am CDT

Primo - New UI Discussion (Private Meeting)

Ex Libris/ELUNA WG meeting to discuss the new UI.

Thursday May 11, 2017 7:00am - 9:00am CDT
Imagination

Primo/Metalib

7:30am CDT

Alma - NZ Consortia Resource Sharing Meeting (Private Meeting)

Speakers

Betsy Friesen

Director, Data Mgmt & Access, University of Minnesota Libraries

Alma, Alma Working Group

Thursday May 11, 2017 7:30am - 8:30am CDT
Epiphany

Alma

8:00am CDT

ELUNA 2017 Planners Wrap-up Meeting (Invitation Only)

Thursday May 11, 2017 8:00am - 9:00am CDT
Journey & Creation

8:00am CDT

Registration

Thursday May 11, 2017 8:00am - 5:00pm CDT
Schaumburg Hall

9:00am CDT

Ex Libris Strategy Update

Speakers

Oren Beit-Arie

Ex Libris

Thursday May 11, 2017 9:00am - 9:45am CDT
Schaumburg West

Plenary

9:45am CDT

Customer Life Cycle at Ex Libris

Speakers

Yair Amsterdam

Ex Libris

Jane Burke

Vice President, Strategic Initiatives, ExLibris, a ProQuest company

Jane Burke, Vice President Strategic Initiatives, is one of the executive sponsors of Intota™, Serials Solutions web-scale management solution. In this role, she is providing strategic leadership and working closely with the development partners to deliver a world class library... Read More →

Thursday May 11, 2017 9:45am - 10:45am CDT
Schaumburg West

Plenary

10:45am CDT

Break

Thursday May 11, 2017 10:45am - 11:15am CDT
Schaumburg Hall

11:15am CDT

Talk Back: Summon/360 Q&A

In theater, a 'Talk Back' is a lightly moderated session held post-performance where an audience can ask the cast members and directors questions about what they just saw. Here, that audience is our customer base. This customer-driven event facilitates an open exchange of questions and ideas between our Summon and 360 communities and Ex Libris Product Management. Think of it as a live version of what often occurs on our listserv, as the session will offer a unique opportunity to interact in real time with both our peers and our vendor. As the first in what is anticipated to be an annual event, the questions that fuel this discussion were contributed directly from the Summon and 360 Communities and are representative of North American and International customers.

Speakers

Annette Bailey

Associate Director, Metadata Services, Virginia Tech

Brent Cook

Director, Product Management, Discovery, Ex Libris

Judy Drescher

University Librarian, Molloy University

Judy is the University Librarian and Associate Dean for Learning Services at Molloy University, located in Long Island, New York.

Neuwirth, Eddie

Yuval Kiselstein

Ex Libris

Angela Sidman

Director of E-Resources & Serials Management, Yale University

Thursday May 11, 2017 11:15am - 12:00pm CDT
Schaumburg G-H

360 Link Summon

11:15am CDT

Doing It the Hard Way : Manual Post-Migration Cleanup Practices and Lessons Learned

Southern Adventist University migrated from Aleph to Alma in the summer of 2016. We anticipated a fairly easy and uncomplicated migration from one Ex Libris product to another, but there were still issues that we needed to deal with post-migration. Some because of our own Aleph practices, some because we didn't understand Alma terminology and practices, and some just because there are always post-migration problems. We elected to not use automated processes to perform these clean-up tasks because we feared the outcome if we used them incorrectly, being new to the system and its terminology and operations. These are the lessons we learned doing these tasks manually, and some suggestions for other sites to help minimize these post-migration issues.

Moderators

Bill Slauenwhite

Novanet Manager, Novanet

Bill is the manager of Novanet. Without Bill and the Novanet office staff, Mt. Allison would never have been able to join Novanet and migrate to the Ex Libris platform.

Speakers

Stanley Cottrell

Technical Services Librarian, Southern Adventist University

Thursday May 11, 2017 11:15am - 12:00pm CDT
Utopia B

Aleph Alma

11:15am CDT

Alma Demo - Document Delivery

Recently released document delivery functionality in Alma builds on existing digitization capabilities to allow library staff to deliver digitized files to patrons in secure, copyright-compliant ways, allowing libraries to offer new or expanded services in an area of high interest to patrons. Join this session for an overview and demonstration of new document delivery functionality in Alma.

Speakers

Nate Turajski

Senior Field Sales Engineer, Ex Libris, a ProQuest Company

Next-gen library management systems. Discovery services. E-Resource management. Parenting.

Thursday May 11, 2017 11:15am - 12:00pm CDT
Utopia C

Alma

11:15am CDT

COUNTER Reports from UStat to Alma

COUNTER data help libraries count usage of their electronic resources. For years we have used UStat to manage these data and report on user activity. But in 2017 that all changed when this function was greatly expanded and enhanced and integrated into Alma. The presenter was a development partner for this transformation. Come learn how you can start taking advantage of this fantastic new capability. We’ll have a quick intro to COUNTER, a discussion of new Alma roles, we’ll learn about the Data Usage Loader and loading data both manually or via SUSHI, and we’ll look at the amazing new Analytics reports available to help you do collection development and more. There will be plenty of time for questions. Even if you haven’t used UStat, it’s time to get into COUNTER!

Moderators

Natasha Stephan

Speakers

Laura Guy

Systems Librarian, Colorado School of Mines, Arthur Lakes Library

Thursday May 11, 2017 11:15am - 12:00pm CDT
Nirvana A

Alma

11:15am CDT

Migrating Acquisitions Data: Smooth Move, or Electric Boogaloo?

As library and data professionals, we have a tendency to hoard information for possible later use, and -- auditing purposes aside -- acquisitions data is certainly no exception. But when does it make sense to migrate legacy acquisitions data, and which data is of tantamount importance to keep? Furthermore, how might a migration shape and develop acquisitions practice and policy for the library? This session will provide an overview of the opportunities and challenges faced when deciding whether to migrate acquisitions data from a legacy system to Alma. Examples and considerations from CSUDH's migration experience will be discussed.

Moderators

Carrie Curie

Support and Training Librarian, PALS

Carrie Curie specializes in Alma Acquisitions, Serials, Electronic Resource Management (including the CDI). She joined PALS in December 2012.

Speakers

Wendolyn Vermeer

Collection Services Coordinator, Cal State University Dominguez Hills

Thursday May 11, 2017 11:15am - 12:00pm CDT
Schaumburg A-B

Alma

11:15am CDT

Bringing Journal Engagement to Alma/Primo via BrowZine API's

BrowZine, developed by Third Iron, is a Journal Engagement Service used at over 500 institutions in 22 countries worldwide to provide an easy way for researchers to browse, read and monitor scholarly journals. Working with feedback from Ex Libris customers, Third Iron has developed a suite of API's to better integrate and connect Alma and Primo to BrowZine to ensure users can quickly connect from a search workflow to that of browsing, reading and monitoring in a natural and intuitive way ensuring maximum utilization of a library's journal subscriptions._x000D_
In this session, Third Iron will discuss the interaction capabilities between Alma and/or Primo and BrowZine, discuss best approaches to implementation and share some case studies of current integrations. Feedback from attendees about future API feature development will also be encouraged.

Moderators

Alice Tippit

Speakers

Edgar Garcia

Senior Software Developer, Northwestern University

Technology Facilitator, Overlord?

John Seguin

President | Chief Librarian, Third Iron

John President, Chief Librarian and co-founder of Third Iron, a library technology company based in Minneapolis formed in 2011. Since that time the company's flagship product, the BrowZine Journal Engagement Service, has been adopted by nearly 1,500 institutions in more than 32 countries... Read More →

Thursday May 11, 2017 11:15am - 12:00pm CDT
Euphoria

Alma Primo/MetaLib Summon

11:15am CDT

Linked Open Data Collaboration

Speakers

Laura Akerman

Product Manager, Emory University Libraries

Interested in linked data, metadata, discovery, library systems, repositories, open access...

Josh Weisman

Vice President for Development, Ex Libris

Josh Weisman leads several development teams at Ex Libris and is an evangelist for the open platform, standards, and interoperability of Ex Libris products.

Thursday May 11, 2017 11:15am - 12:00pm CDT
Knowledge

General/ Strategic--Not Product Specific

11:15am CDT

Q&A Panel Discussion on Ex Libris Support & Cloud Services

Speakers

Eyal Alkalay

Ex Libris

Matt Baker

Ex Libris

Adi Fubini

Ex Libris

Thursday May 11, 2017 11:15am - 12:00pm CDT
Nirvana B-C

General/ Strategic--Not Product Specific

11:15am CDT

Implementing Leganto powered by SIPX with Blackboard: Lessons Learned

We recently (January, 2017) embarked on our adventure with Leganto at Washington State University Libraries. In this presentation, I will give a short summary of our implementation, which included the LTI integration with the Blackboard learning management system and the SIPX copyright clearance mechanism. I will recount the various difficulties that we encountered, so that you might avoid them in your future implementation._x000D_
With regard to Blackboard, I will discuss:_x000D_
Losing the Ability to Use Blackboard Student View_x000D_
Getting Added to Blackboard As a Student_x000D_
Identifying Blackboard Course IDs and Mapping the Correct Parameters_x000D_
Establishing the LTI Weblink_x000D_
With regard to SIPX, I will discuss:_x000D_
Clearing Copyright - Automatic versus Manual_x000D_
Checking All Documents to Ensure They Were Mapped to Correct Reading List and PDF

Moderators

Sue Harmer

Associate Director, Digital Experience & Innovatio, UNSW Sydney

Speakers

Blake Lee Galbreath

Thursday May 11, 2017 11:15am - 12:00pm CDT
Innovation

Leganto/SIPX

11:15am CDT

Discover your institutional repository with Primo

The National Renewable Energy Laboratory (NREL) uses Primo as a Discovery tool for it's institutional repository independent of our Library collection. The instutional repository is the publications workflow manager and master database for NREL publications. This custom designed system was served up to internal and external audiences using Open Text. When the Library implemented Primo in 2014 we saw an opportunity to streamline backend systems. Initially publications data was imported to our Horizon ILS and then to Primo using our standard MARC pipe. With the implementation of Alma in 2016 publications MARC data is imported directly. This data is delivered to two views. The library integrates publications with our Alma and CZ resources. The Publications database displays only publications data. We use restricted search scopes to block internal only documents from external users. I will describe our workflow as well as the back office and front end customizations.

Moderators

Kaci Resau

Speakers

Jason Youngstrom

National Renewable Energy Laboratory

Thursday May 11, 2017 11:15am - 12:00pm CDT
Utopia D

Primo/MetaLib

11:15am CDT

Primo Analytics Use Cases: Breaking Down the Silos between Discovery Services, Instruction and User Experience

As part of our libraries' Strategic Plan, the Evaluation, Assessment and User Experience Team was charged with developing library dashboards for statistical reporting and decision-making. Collaborating with instruction librarians and user experience staff, we developed a Primo dashboard to facilitate the uncovering of relevant and reliable data. The dashboard has been key to an iterative process of connecting discovery data to our instruction program and user experience efforts. Our analysis and review of data from Primo Analytics included user testing with students to reveal additional insights. The data also provided evidence that helped guide improvements to our existing interface and our migration to the new UI. Attendees will receive electronic handouts of discussion guides for use with instruction librarians, scripts for student testing, and instructions for accessing our dashboard through Primo Analytics interface.

Moderators

Lesley Caldwell

Speakers

Mary Galvin

Systems Librarian, University of Oregon

Holli Kubly

Web Services Librarian, University of Oregon

Thursday May 11, 2017 11:15am - 12:00pm CDT
Schaumburg C-D

Primo/MetaLib

11:15am CDT

Implementing and Using Tabbed Design in Summon Discovery Search System

At Glendale Community College, GCC Librarians developed a sophisticated tabbed search system for finding resources through the library discovery search interface. The tab & radio button search interface allows users to narrow their search results via front-end limiters in order to retrieve specific material formats and types of publications. After the system’s implementation, librarians gathered detailed statistics on how the system was being utilized by the user community revealing both surprising and illuminating results. In this presentation, librarians Sean O’Brien and Ed McKennon will discuss the mechanisms of implementation as well as findings associated with and changes made in light of user behavior data and heuristic evaluation of search interface and results. The presentation will discuss the benefits of tabbed search design in light of other design implementations.

Moderators

Ginny Blackson

Central Washignton University

Speakers

Edward McKennon

Library Faculty, Glendale Community College

Sean O'Brien

Glendale Community College

Thursday May 11, 2017 11:15am - 12:00pm CDT
Schaumburg E-F

Summon

11:15am CDT

Bib, Holding, and Item Record Reporting: An Introduction to Voyager Access Reports for Catalogers

Voyager Access Reports is often used by systems librarians and IT staff, but how can catalogers make the best use of this resource? This session will introduce frequently used cataloging tables in Voyager Access Reports, along with the typical cataloging query backbone, frequently used SQL operators, join clauses, blob query structure and applications, and totals queries. Sample cataloging queries will be included. Although this session will focus on the major Cataloging tables, anyone wishing to learn more about Voyager Access Reports is encouraged to attend.

Moderators

Rose Scruggs

Library Web and Systems Coordinator, University of Southern Indiana

Dr. Who and Walking Dead fan.

Speakers

Miriam Nauenburg

Serials and Electronic Resources Cataloger, University of West Georgia

Thursday May 11, 2017 11:15am - 12:00pm CDT
Utopia A

Voyager

12:00pm CDT

Lunch

Thursday May 11, 2017 12:00pm - 1:00pm CDT
Schaumburg East

1:00pm CDT

Management Q&A

Q&A with Ex Libris Leadership Team

Thursday May 11, 2017 1:00pm - 1:45pm CDT
Schaumburg West

Plenary

2:00pm CDT

VuFind: Open Source Options for Summon/360 and other Ex Libris Products

This presentation will introduce the VuFind product, with a focus on specific strategies for using it to enhance the user experience of services such as Summon and 360 Link as well as integrated library systems like Voyager and Aleph. The presentation will also include a status update on VuFind/Alma integration, which is a work in progress at the time of this writing._x000D_
The VuFind open source discovery layer interfaces seamlessly with a variety of Ex Libris products, allowing libraries a great deal of control over the way their content is presented to their users. Its configuration-driven design makes it easy to set up a wide array of options without touching any code, while its modular architecture makes the development of entirely new features straightforward for developers.

Moderators

Judith Drescher

Speakers

Christopher Hallberg

Villanova University

Demian Katz

Director, Library Technology at Villanova University

Lead developer and community manager for the VuFind®, Geeby-Deeby and VuDL projects; participant in the Fedora Commons and Universal Viewer communities.

Thursday May 11, 2017 2:00pm - 2:45pm CDT
Schaumburg G-H

360 Link Aleph Alma Summon Voyager

2:00pm CDT

A Cost-Effective Book Inventory: Hand-Held Inventory Device Choosing and Statistical Analysis

Recently, a book inventory project was done at a medium-sized academic library. Based on our best practice, the author discusses cost-effective inventory methodology, hand-held inventory device choosing, and statistical analysis regarding a variety of related issues, including missing, mis-shelving and on-going shelf-reading.

Speakers

Gordon Xu

Head of Library Systems, Northern Michigan University

Thursday May 11, 2017 2:00pm - 2:45pm CDT
Utopia A

Aleph

2:00pm CDT

Alma Demo - Analytic Dashboards

Alma Analytics introduces analysis and reporting into everyday workflows, helping libraries maximize collection investment, ensuring the effectiveness and productivity of staff and improving decision-making for collection development, resource management and more. Learn how you can take advantage of a wide range of reports that come with Alma, design your own new reports, and discover new Benchmark Analytics tools coming to Alma. Join us for a demonstration of how Alma Analytics can serve as a powerful tool for your library.

Speakers

Nate Turajski

Senior Field Sales Engineer, Ex Libris, a ProQuest Company

Next-gen library management systems. Discovery services. E-Resource management. Parenting.

Thursday May 11, 2017 2:00pm - 2:45pm CDT
Schaumburg C-D

Alma

2:00pm CDT

Alma Demo - Managing COUNTER Reports

What does it look like when our electronic usage reporting tools are no longer in a third party tool? Alma allows librarians to load COUNTER reports directly into the system, indexing usage data into Alma Analytics, updating our reports and improving our insights into library e-collections. Come and learn about our recent improvements to this workflow.

Speakers

Andrew French

Director of Sales Operations, Ex Libris

Thursday May 11, 2017 2:00pm - 2:45pm CDT
Utopia C

Alma

2:00pm CDT

Calendars in Alma - Seriously?

Coming from Voyager, after over 16 years of setting up and updating calendars for a multi-library university, I have had nightmares over getting my calendars working right in Alma. The University of Kentucky has everything from a 24 x 5+ main library to a 40 hour a week storage facility. Library hours change between semesters and do different things during the summer sessions. I will explain the “gotchas” and how I got around them.

Moderators

Cindy Kirkpatrick

Project manager, Washington Libraries Network

Speakers

Tari Keller

Systems Librarian, University of Kentucky

42 years as a UK Librarian, 35 years as UK's Systems LibrarianAlma is UK's 4th ILS. LS/2000, NOTIS, Voyager Primo is UK's 4th Discovery system, 5th if you count WebZ.Miami University, NOT University of Miami (FL)Indiana University, NOT Indiana University of Pennsylvania

Thursday May 11, 2017 2:00pm - 2:45pm CDT
Schaumburg A-B

Alma

2:00pm CDT

Divergent Development of Alma's Resource Sharing System

This session is intended to highlight the ways in which Resource Sharing can be adapted and expanded for use in a variety of libraries. The University of Wisconsin System is a consortium of academic libraries, but within that consortium is the Area Research Center (ARC) Network, a unique cooperative inter-archives loan program between the Wisconsin Historical Society and the University of Wisconsin System. _x000D_
We expanded on our basic Resource Sharing Network between UW campuses and launched a pilot project for Resource Sharing by select ARC Network partners in the fall of 2016. By moving from a predominantly paper-based, mediated delivery system into Resource Sharing, we are now able to provide our archivists with dynamic statistical analysis of the usage of their collections._x000D_
This session is aimed at library directors and special collections administrators. It seeks to provide inspiration for ways in which they can leverage Alma and Resource Sharing in unexpected places.

Moderators

Rachel Becker

Librarian currently at Madison Area Technical College working with Open Educational Resources, instruction, technology, and copyright issues. Advocating for textbook affordability, affordable education, and equitable access. SPARC Open Education Leadership Fellow 2021/2022.

Speakers

Aaron Dobbs

University of Wisconsin Milwaukee

Abigail Nye

Mitchell Scott

Collection Assessment Librarian, UW-Milwaukee

Joe Tomich

UW-Milwaukee

Thursday May 11, 2017 2:00pm - 2:45pm CDT
Innovation

Alma Primo/MetaLib

2:00pm CDT

Hacking the general electronic service

When Williams Libraries moved from Millennium to Alma/Primo in July 2016, we worried about how we would recreate two popular services, a course reserve request form and a text a call number feature, in our new system. By "hacking" the general electronic service tool in Alma, we were able to recreate these services for our users, using PHP, mySQL, and the Alma API. See a demonstration of these services in action and an overview of the development process. (This won't be a code-heavy presentation, but I'm willing to share the code with those who are interested).

Moderators

Alice Tippit

Thursday May 11, 2017 2:00pm - 2:45pm CDT
Utopia D

Alma Primo/MetaLib

2:00pm CDT

What do you mean, no barcodes?

This summer the University of Notre Dame will roll out a new ID Card system featuring ... no barcodes! Will we survive? How will we check out books? Are there any silver linings? Touching on everything from patron loads to self-check machines, find out how (or whether) we are coping. Welcome to the contactless future!

Moderators

Camelia Anghel

Sr. Systems Data Analyst, New York University, Division of Libraries

Speakers

Aaron Bales

Head, Library Application Management, University of Notre Dame

Thursday May 11, 2017 2:00pm - 2:45pm CDT
Utopia B

General/ Strategic--Not Product Specific Aleph

2:00pm CDT

Outsourcing ongoing authority control in Alma

Once backfile authorities processing with RDA conversion has been completed in an Alma library, you’re finished—right? Not necessarily! Learn how you can free up your staff from doing ongoing authority work tasks through Comprehensive Notification Service. MARCIVE can retain your bibliographic records and thoroughly refresh them on a quarterly, bi-annual or annual basis, bringing your bib headings completely up to date, and perform all of the other database remediation tasks that were done with the backfile. Can include linked data as a free option.

Speakers

Joan Chapa

Director of Marketing, MARCIVE

Talk to me about making your library resources more discoverable! We can clean up your catalog through our services, saving your staff time and money. Stop by our table to learn more about authorities processing with free RDA conversion and linked data, catalog enrichment, and cataloging... Read More →

Ligia Groff

MARCIVE

Thursday May 11, 2017 2:00pm - 2:45pm CDT
Euphoria

General/ Strategic--Not Product Specific Alma

2:00pm CDT

SFX and the Alma Link Resolver - whats the difference?

This session will discuss the differences and similarities between SFX and the Alma link resolver. What to expect if you are migrating from SFX to Alma, the good and the bad. Audience members will be invited to share their experiences, tips and tricks, after all we're all in this together.

Moderators

Pascal Calarco (he/him)

Systems & Scholarly Comms Librarian, University of Windsor

Tolkien fan since 1980.

Speakers

marina oliver

Head, Collections and Assessment, Texas Tech University

Thursday May 11, 2017 2:00pm - 2:45pm CDT
Knowledge

SFX

2:00pm CDT

Consortia Systems Special Interest Group

The ELUNA Consortia Systems SIG provides an opportunity for Ex Libris customers that operate as consortia, and/or in shared server environments, to meet and discuss issues that are specifically of interest to multi-institution implementations of any Ex Libris product.

Speakers

Kristine Hammerstrand

Director User Services, CARLI

Thursday May 11, 2017 2:00pm - 2:45pm CDT
Nirvana A

SIG meeting (Special Interest Group)

2:45pm CDT

Break

Thursday May 11, 2017 2:45pm - 3:15pm CDT
Schaumburg Hall

3:15pm CDT

Discovery Panel: A Compare and Contrast of Summon & Primo

Now that we are all part of the same family, there is likely a lot of crossover discussion to be had from customers of both the Primo and Summon discovery systems as well as common questions regarding their underlying processes. The collaborative panel, representing the interests of both North American and International customers, intends to identify and discuss these common goals and concerns, as well as compare features and functionality from both discovery systems. Since the majority of Summon or Primo customers have little visibility into the other's product, we feel this would be particularly beneficial for both sides, given the fact there will be continued cross-pollination of many discovery features. Topics include: normalizing data, analytics, product customization, troubleshooting techniques and a compare and contrast of useful platform specific features.

Moderators

Allen Jones

Director of Digital Libraries & Technical Services, The New School Libraries

Speakers

Judy Drescher

University Librarian, Molloy University

Judy is the University Librarian and Associate Dean for Learning Services at Molloy University, located in Long Island, New York.

Christian Haenger

University of Mannheim

James Hammons

Head of Library Technologies, Ball State University

Jim Hammons has worked in Library Data and Discovery Solutions at Ball State University since 1999, managing integrated library systems, discovery services, and in-house development projects. This job and previous professional and paraprofessional positions at the University of Tennessee-Knoxville... Read More →

Lorne Madgett

E-Resources & Access Library Specialist, University of British Columbia

Hello: Access & discovery... or beer.

Randy Oldham

Head, Digital Strategies and Technology, University of Guelph

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Nirvana B-C

360 Link Primo/MetaLib Summon

3:15pm CDT

Aleph Product Update, Roadmap and Q&A

Speakers

Carmit Marcus

Ex Libris

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Schaumburg C-D

Aleph

3:15pm CDT

This ain't my first rodeo: things I've learned over the years doing system migrations

The terms "system migration" bring fear to the heart of just about any librarian. In reality, they are nothing to be feared, and in fact, can be a wonderful opportunity to look at processes, data, and staffing. We will look at some of the changes and concepts that have evolved over the last 25 years and can be applied to system migrations today by someone who has done over 500 system migrations, from paper environments to electronic systems, as well as from one electronic environment to another. During this time, there are some things that can be gleaned from this experience to not only help the migration go better but to have a better environment on the other side. Some things seem obvious, and some will seem downright crazy, but if viewed with an open mind, a system migration can be a positive for library staff and users alike.

Moderators

Cathy Wolford

Speakers

Scott Piepenburg

Head of Cataloging, Valdosta State University

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Utopia C

Aleph Alma Voyager

3:15pm CDT

Alma Product Update, Roadmap and Q&A

Speakers

Dvir Hoffman

Ex Libris

Asaf Kline

VP, Product Management, Ex Libris

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Schaumburg West

Alma

3:15pm CDT

Flattening the Fund Structure: Using Alma’s Fund Structure & Reporting Codes

The University of Kentucky had been on Voyager since 2001. We had built a complex fund structure using reporting funds to map funds accurately over to the University’s SAP system and provide break downs by subject and format. In addition, the Acquisitions Department Head had been relying on an access report and a code in the invoice note field to provide accurate ARL statistics. When the Libraries migrated to Alma in January 2016, it quickly became apparent that the fund structure would need substantial reworking to be functional in Alma. Starting in July 2017, a new fund structure was implemented that substantially reduced the over number of funds. In addition, the reporting code was used to provide information for accurate export of the invoices to the University SAP system. These changes have made it easier for academic liaisons to identify funds, for reports to be pulled, and more accurately mirrors the University SAP system.

Moderators

Stuart Gaetjens

Coordinator of Technical Services, Tennessee Technological University

Coordinator of Technical Services

Speakers

Kate Seago

Director of Acquisitions, University of Kentucky Libraries

University of Kentucky has been a Alma/Primo site since 2016. UK Libraries is looking at developing collection strategies to support the mission of University and better use all of our resources. This is including a review of our budget, current resources and identified users needs... Read More →

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Schaumburg E-F

Alma

3:15pm CDT

Check Your Expectations: Testing Self Check in a Consortium Environment

In the spring of 2016, the California State University (CSU) System began the process of creating formalized self-check testing procedures for campuses utilizing self-check in anticipation of our switch to Alma in June of 2017. Ten of 23 CSU campuses have self-check machines in service. Each campus presented its own unique challenges for migrating to a new system including various self-check vendors, options on self-check machines, authentication procedures, and usage of automated materials handling systems. Our group of five was tasked with creating standardized goals and procedures for linking our self-check systems to Alma despite myriad configurations._x000D_
Our goal for this presentation will be to share experiences and provide ideas on how to create formalized testing procedures in a consortial environment. We will discuss how we communicated during the project, documented progress, as well as provide insight into troubleshooting problems that arose during the testing process.

Moderators

Ginny Blackson

Central Washignton University

Speakers

Natasha Allen

Access Services System Coordinator, San Jose State University

Suzanna Yaukey

Dean of University Libraries, Towson University

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Nirvana A

Alma Other

3:15pm CDT

Discovery Systems and Organizational Impact: Preliminary Survey Results

This presentation will share results of a survey that was distributed to academic libraries across the country. The survey results will help to determine how the adoption of discovery systems has impacted organizational structure in academic libraries, if at all. The survey results will identify which library staff and functional areas commonly manage discovery systems, whether new personnel are hired or existing personnel are reassigned to manage discovery, and if the adoption of discovery systems has lead to any restructuring. This presentation seeks to find out how one technology –discovery systems—has impacted libraries internally.

Moderators

Rose Scruggs

Library Web and Systems Coordinator, University of Southern Indiana

Dr. Who and Walking Dead fan.

Speakers

Kelsey Brett

University of Houston

Richard Guajardo

Richard Guajardo is Head of Resource Discovery Systems at the University of Houston. He provides oversight for electronic resources management, discovery tools, and the library services platform. He is currently on the 2017 NASIG Conference Planning Committee and is vice-chair of... Read More →

Frederick Young

Library Services Platform Manager, University of Houston

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Utopia A

General/ Strategic--Not Product Specific

3:15pm CDT

Content Ingestion: The Trials and Triumph

Dave Hovenden explains the challenges of maintaining and prioritizing the data ingestion pipeline for Discovery (Summon and Primo). Plus Q&A discussion and updates with Product Manager, Eddie Neuwirth. Topic highlights: KB and ingestion process explained, what makes a "good" or "bad" provider to work with, Common challenges "or, why this isn't easy", prioritization process for new content for discovery (or, "why does it seem to take so long when we submit a request?"), open Q&A

This session will also include the latest content updates for Primo Central and Summon and discuss how content, coupled with data analytics will drive better new features, better relevance and additional paths for exploration.

Speakers

Neuwirth, Eddie

Dave Hovenden

Director of Content Operations, Ex Libris

Dave Hovenden (he/him/his) is a Director of Content Operations at Ex Libris, a ProQuest company. He's responsible for overseeing the content teams that acquire, ingest, maintain, and provide support of content and metadata for Summon, Primo Central, Pivot, Research Professional, Ulrichsweb... Read More →

Christine Stohn

Dir Product Management, ProQuest (Ex Libris)

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Innovation

Knowledge Base Primo/MetaLib Summon

3:15pm CDT

Primo Demo

Primo’s user interface (UI) has been redesigned and is in production today. Administrators now have the ability to enable the new interface without the need to go through an upgrade process. In this session we will show you how to select the new user interface. We will review the design principles behind the new UI and demonstrate the features available to your researchers.

Speakers

Jenny Draeger

Ex Libris

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Utopia D

Primo/MetaLib

3:15pm CDT

UX Design & Open Discovery Platform: New Ways to Customize and Design your Library Discovery Experience

Primo's Open Discovery Framework allow libraries to provide the discovery experience that meets their users' needs in a new manager and open solution. In this session we will talk about the Ex Libris new approach. The Primo UX designer will share his tips to help you with making the right decisions and modifications.

Speakers

Asaf Agranat

Ex Libris

Miri Botzer

Product Manager, Ex Libris

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Utopia B

Primo/MetaLib

3:15pm CDT

Let's Work Together: Interesting Integrations with Rosetta

Digital asset preservation and management is never done in a vacuum. Join us to hear presentations from Rosetta customers about how they are integrating their systems with other products like Primo and Mirador IIIF viewer.

Moderators

Sarah Weeks

St. Olaf College

Speakers

Erin Rushton

Head of Digital Initiatives, Binghamton University Libraries

Teresa Soleau

Digital Preservation and Library Systems Manager, J. Paul Getty Trust

http://westernwilds.blogspot.com/

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Euphoria

Primo/MetaLib Rosetta

3:15pm CDT

Customizing Summon with Angular

Summon's interface is built on the Angular Javascript framework. It creates a series of templates that are populated with data from your search results. By overriding these templates using the custom Javascript you can add through the admin console, Virginia Tech has modified and added functionality, such as stickiness of Facet displays and injection of advisory notes. We'll discuss discovering how these templates work together, how we can build on those templates, and how we can share this new functionality.

Speakers

Robert Sebek

Discovery Services Mgr, Virginia Tech

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Schaumburg G-H

Summon

3:15pm CDT

Voyager Product Update, Roadmap and Q&A

Speakers

Mike Dicus

Product Manager, Ex Libris

Ask me about Alma Mobile, the Voyager ILS, or Ulrich's

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Schaumburg A-B

Voyager

4:15pm CDT

Alma Product Working Group Meeting

The Joint IGeLU / ELUNA Alma PWG open business meeting will include a review of Alma PWG activities in the past year and annual Alma enhancement process, as well as formation and reports from sub-committees. The session will also include special presentations on the Alma user interface (UX) and Authentication Focus Group initiatives. The session will conclude with an open discussion of all things Alma, especially in regard to PWG focus for 2018. All conference attendees are welcome to join this meeting.

Speakers

Betsy Friesen

Director, Data Mgmt & Access, University of Minnesota Libraries

Alma, Alma Working Group

Thursday May 11, 2017 4:15pm - 5:00pm CDT
Schaumburg West

Alma

4:15pm CDT

From MARC to BIBFRAME 2.0: Crosswalk

One of the big challenges facing academic libraries today is to increase the relevance of the libraries to their user communities. If the libraries can increase the visibility of their resources on the open web, it will increase the chances of the libraries to reach to their user communities close to the capacity of a search engine like Google. BIBFRAME and library linked data enable the libraries to publish their resources in a way that Web understands, consume linked data to enrich their resources relevant to the libraries’ user communities and visualize networks across collections. This presentation will look into how to map library bibliographic data from MARC format to BIBFRAME 2.0 model and vocabulary published in April 2016, available from https://www.loc.gov/bibframe/docs/bibframe2-model.htm so as to make bibliographic information more useful within and beyond library communities in collaboration with Library of Congress, Zepheira, OCLC, Ex Libris 2017 Linked Data Collaboration Program, IGELU-ELUNA-LOD, and others.

Moderators

Michelle Turvey-Welch

Associate Professor, KANSAS STATE UNIVERSITY - HALE LIBRARY

Speakers

Laura Akerman

Product Manager, Emory University Libraries

Interested in linked data, metadata, discovery, library systems, repositories, open access...

Amanda Z. Xu

University of Iowa

Thursday May 11, 2017 4:15pm - 5:00pm CDT
Euphoria

Alma

4:15pm CDT

Moving Your Digital Collections to Alma

Digital content is critical to scholarly research; let us show you how Alma can showcase your unique, locally-created content. Alma’s Digital Asset Management toolkit lets you curate, manage, and safeguard your digital resources in the same environment as your print and electronic resources, using easy and familiar workflows. Researchers that discover digital content in Primo—alongside print and electronic resources—recognize that those resources are invaluable, and a vital piece of the library’s collection. Moving your digital content to Alma has never been easier or more important!

Speakers

Asaf Kline

VP, Product Management, Ex Libris

Amy Pemble

Ex Libris

Thursday May 11, 2017 4:15pm - 5:00pm CDT
Utopia A

Alma

4:15pm CDT

Increasing depth and scope of content in discovery – library advocacy discussion

Learn more about the Open Discovery Initiative Recommended Practice, resources to help librarians advocate with content providers and discovery providers, and share experiences in working to make discovery work for our users.

Moderators

Sarah Maximiek

Speakers

Amira Aaron

Northeastern University

Laura Morse

Director of Library Systems & Support, Harvard University

Thursday May 11, 2017 4:15pm - 5:00pm CDT
Utopia B

General/ Strategic--Not Product Specific Primo/MetaLib Summon

4:15pm CDT

Judging an e-book by its cover: Virtual Browse for electronic resources

This presentation will explain how Northeastern University set up Primo’s Virtual Browse feature to include electronic resources. The default set-up for Virtual Browse only includes print books, which resulted in a large portion of Northeastern’s library collection to not be viewed through this feature._x000D_
The presentation will discuss the procedures involved in customizing and testing the Virtual Browse feature, including tips and best practices. It will also explain the normalization rules for those with a non-technical background. Lastly, it will discuss the limitations of the feature.

Moderators

Shay Beezley

Assistant Director, Metadata & Cataloging, University of Central Oklahoma

Speakers

Kristin L. Flachsbart

Northeastern University

Thursday May 11, 2017 4:15pm - 5:00pm CDT
Utopia C

Primo/MetaLib

4:15pm CDT

EAD Finding Aids in Summon

In order to make Summon a single starting point for discovery for all Marist's resources, we took advantage of Summon's ability to ingest records in various formats including XML EAD. To make our archival collections discoverable through Summon, a web based tool to convert CSV format finding aids into XML EAD was developed. This homegrown "Boxbuilder" automated the conversion process via a simple interface. Over 70,000 records were loaded and over 36,000 digitized photos are viewable in Summon. The impact on the use of Archival resources will be discussed.

Speakers

Katy Silberger

Senior Librarian Digital Content Services, Marist College

James A. Cannavino Library, Marist College

Monish M. Singh

Marist College

Thursday May 11, 2017 4:15pm - 5:00pm CDT
Nirvana A

Summon

4:15pm CDT

Summon: Six Years in ...

Spiva Library at Missouri Southern State University adopted the Summon discovery service in July 2011. While our staff and patrons were eager to embrace this new product, its implementation initially posed many changes and challenges for everyone. During this session we will share our Summon experience from beginning to present time including the good, the bad, and the ugly. Hopefully this presentation has something for everyone - those involved in interface customization, instruction, user behavior, resource management/collection development, and more.

Moderators

Dana Bostrom

Speakers

Bob Black

Serials and Reference Librarian, Missouri Southern State University

Nancy M. Crabtree

Xiaocan (Lucy) Wang

Thursday May 11, 2017 4:15pm - 5:00pm CDT
Schaumburg G-H

Summon

4:15pm CDT

Voyager Product Working Group

Speakers

Cindy Greenspun

Project Manager, Yale University

Thursday May 11, 2017 4:15pm - 5:00pm CDT
Schaumburg A-B

Voyager WG meeting (Working Group)

4:15pm CDT

Aleph Product Working Group

Annual meeting of the ELUNA Aleph Product Working Group. This group works year-round with Ex Libris to improve Aleph and meet the needs of our North America users. We collaborate with IGeLU on the annual product enhancement process. Join us to meet the team, hear about what we’ve done this year and what’s coming down the road. This is an open meeting where your feedback is welcome!

Speakers

Abigail Baines

Hampshire College Library

Thursday May 11, 2017 4:15pm - 5:00pm CDT
Schaumburg C-D

WG meeting (Working Group)

5:15pm CDT

DC Ex Libris User Group (DCExLIBRIS) RUG Meeting

Regional User Group meeting for institutions in District of Columbia, Maryland, and Virginia.

Speakers

Kimberly Edwards

Head, Database Integrity and Analysis, George Mason University

Suzanne Picken

Systems Librarian, Washington Research Library Consortium

Systems Librarian at WRLC and are currently on Voyager.We are migrating to Alma in mid July. Talk to me about uploading shared e-resources into the NZ.

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Schaumburg A-B

RUG meeting (Regional User Group)

5:15pm CDT

Eastern Canada User Group (ECUG) RUG Meeting

Regional User Group meeting for institutions in New Brunswick, Newfoundland & Labrador, Nova Scotia, Ontario, Prince Edward Island, and Quebec.

Speakers

Pascal Calarco (he/him)

Systems & Scholarly Comms Librarian, University of Windsor

Tolkien fan since 1980.

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Euphoria

RUG meeting (Regional User Group)

5:15pm CDT

Ex Libris Bluegrass User Group (eBUG) RUG Meeting

Regional User Group meeting for institutions in Kentucky (open invitations extended to Tennessee and West Virginia Ex Libris customers).

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Nirvana A

RUG meeting (Regional User Group)

5:15pm CDT

Ex Libris Northeastern User Group (ENUG) RUG Meeting

Regional User Group meeting for institutions in Connecticut, Delaware, Pennsylvania, Massachusetts, Maine, New Hampshire, New Jersey, New York, Rhode Island, and Vermont.

Speakers

Kevin J. Collins

CUNY City of New York

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Schaumburg C-D

RUG meeting (Regional User Group)

5:15pm CDT

Georgia Users Group Meeting (GUGM) RUG Meeting

Regional User Group meeting for institutions in Georgia.

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Knowledge

RUG meeting (Regional User Group)

5:15pm CDT

Great Lakes User Group (GLUG) RUG Meeting

Regional User Group meeting for institutions in Illinois, Indiana, Michigan, Ohio, Ontario, and Wisconsin.

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Innovation

RUG meeting (Regional User Group)

5:15pm CDT

Hawaii User Group (HUG) RUG Meeting

Regional User Group meeting for institutions in Hawaii.

Speakers

Alphie Garcia

Librarian, University of Hawai‘i – West O’ahu

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Utopia D

RUG meeting (Regional User Group)

5:15pm CDT

Northwest User Group (NWEG) RUG Meeting

Regional User Group meeting for institutions in Alaska, British Columbia, California (Northern), Idaho, Montana, Oregon, Washington, and Wyoming.

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Schaumburg E-F

RUG meeting (Regional User Group)

5:15pm CDT

Southcentral User Group (ELSUG) RUG Meeting

Regional User Group meeting for institutions in Arkansas, Kansas, Louisiana, Missouri, Oklahoma, and Texas.

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Schaumburg G-H

RUG meeting (Regional User Group)

5:15pm CDT

Southeast User Group (ELUNA-SE) RUG Meeting

Regional User Group meeting for institutions in Alabama, Florida, Mississippi, North Carolina, and South Carolina.

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Utopia A

RUG meeting (Regional User Group)

5:15pm CDT

Southwest User Group (eSWUG) RUG Meeting

Regional User Group meeting for institutions in Arizona, California (Southern), Colorado, Nevada, New Mexico, and Utah.

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Utopia B

RUG meeting (Regional User Group)

5:15pm CDT

Upper Midwest User Group (UMWUG) RUG Meeting

Regional User Group meeting for institutions in Iowa, Minnesota, North Dakota, and South Dakota.

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Utopia C

RUG meeting (Regional User Group)

5:15pm CDT

Western Canada Voyager Users Group (WCVUG) RUG Meeting

Regional User Group meeting for institutions in Alberta, Manitoba, and Saskatchewan.

Thursday May 11, 2017 5:15pm - 6:00pm CDT
Nirvana B-C

RUG meeting (Regional User Group)

7:00pm CDT

Networking Dinner

Join your colleagues for an evening at Westwood Tavern, a nearby restaurant whose menu offers a variety of options from sushi to sliders. Be sure to bring to your conference badge, as the back will serve as your ticket into the event. Tickets are $25 and may be purchased when you register for the conference.

Thursday May 11, 2017 7:00pm - 10:00pm CDT
Westwood Tavern

7:00am CDT

Breakfast

Friday May 12, 2017 7:00am - 9:00am CDT
Schaumburg East

7:30am CDT

BTAA Informal Consortia Meeting (Private Meeting)

Speakers

Betsy Friesen

Director, Data Mgmt & Access, University of Minnesota Libraries

Alma, Alma Working Group

Friday May 12, 2017 7:30am - 8:30am CDT
Epiphany

Other

8:00am CDT

Registration

Friday May 12, 2017 8:00am - 3:00pm CDT
Schaumburg Hall

9:00am CDT

Alma Automation and Batch Processing for Offsite Storage

U.C. Davis uses automation and batch processing for sending material to their offsite storage facility. We will walk through our process which includes creating sets, batch adding of notes to holdings records, changing holdings locations, and deleting items without deleting or suppressing the associated holdings and bib records. We will also cover our batch process for withdrawing items from the collection for shared print.

Speakers

Sarah Koller

Collection Maintenance Supervisor, U.C. Davis

I manage all of our record maintenance, relocation, and bindery activities for the University Library. I was our cataloging and record specialist on the Steering Committee for our ILS migration and implementation in 2016. I am interested in data-driven decision making and providing... Read More →

Friday May 12, 2017 9:00am - 9:45am CDT
Schaumburg A-B

Alma

9:00am CDT

Alma General Electronic Services and Display Logic

This session covers the two parts of creating a Alma General Electronic Service: Service Details and Service Availability Rules. Tips on creating Service Availability Rules will be given. We will also look at when and how to use Display Logic.

Moderators

Carrie Curie

Support and Training Librarian, PALS

Carrie Curie specializes in Alma Acquisitions, Serials, Electronic Resource Management (including the CDI). She joined PALS in December 2012.

Speakers

Andy Langhurst Eickholt

Collection Management Librarian, Eastern Washington University Libraries

Doris Munson

Access Services Librarian, Eastern Washington University

Have been on Alma since December 2013. Familiar with General Electronic Services, TOU, Fulfillment, EZproxy, link resolvers.

Friday May 12, 2017 9:00am - 9:45am CDT
Schaumburg E-F

Alma

9:00am CDT

Consortium Implementation of Alma at the California State University

The California State University system is currently wrapping up a two-year project to migrate 23 separate campus ILS systems and an array of ERM systems to a single, consortium Alma implementation with a Network Zone. In this presentation, two of the project leads will describe the rationale for migrating to a shared system, the decision to choose Alma, key organizational and technical decisions that needed to be made during the project, as well as share our experiences during the migration and implementation with a focus on lessons that might be applicable to other consortia.

Moderators

Alex Merrill

Speakers

David Walker

Director of Systemwide Digital Library Services, California State University

Friday May 12, 2017 9:00am - 9:45am CDT
Nirvana A

Alma

9:00am CDT

Introduction to Alma Analytics

This session will be linked with Advanced Alma Analytics. We will explore basic tips and tricks including how to use the community analytics page to find existing Analytic reports, saving Alma canned reports to allow for edits, and other helpful tips for beginning Analytic users to help them get started. Bring your laptop or tablet and follow along in this hands on session.

Moderators

Charlotte Keys

Tufts University

Speakers

Allison LT Erhardt

Library Systems Specialist, University of Manitoba

Library Technician, Alma/Primo admin! Knitter. Nerd.

Davin Pate

Assistant Director for Scholarly Communications and Collections, University of Texas at Dallas

Davin Pate joined the University of Texas of Dallas in 2013. Since that time he has been the Department Head of the Acquisitions and Electronic Resource department and is the Current Assistant Director for Scholarly Communications and Collections. He has extensive knowledge in library... Read More →

Friday May 12, 2017 9:00am - 9:45am CDT
Nirvana B-C

Alma

9:00am CDT

The Long and Brief of It: Brief Levels and Normalization Rules to Streamline Shelf-Ready Workflows

Seeking a balance between streamlining shelf-ready workflows without sacrificing record quality checks, Western Michigan University implemented a combination of Brief Levels and Normalization Rules in ExLibris’ Alma to automate much of the check process. This presentation describes the configuration at WMU and how it has improved the workflow.

Moderators

Janice Christopher

Systems Librarian, UConn

Speakers

Emily Gross

Integrated Library Systems Specialist, Western Michigan University

Interested in Alma/Primo configuration, Resource Management/Technical Services, Pokemon, sewing, french fries, and cats. Professional can-of-worms opener.Ex Libris Alma Certified AdministratorEx Libris Primo Certified Administrator

Friday May 12, 2017 9:00am - 9:45am CDT
Euphoria

Alma

9:00am CDT

Enriching the Primo discovery interface with Linked Data from the Library Linked Network (Zepheira)

Boston University Libraries began working with Zepheira in 2016 to publish bibliographic data to the Library Link Network in linked data formats like Bibframe. The initial goal, to publish bibliographic data in linked data formats for general Internet consumption, was quickly accomplished. As linked data functionality was developed in Alma, the Libraries began exploring how to enhance their bibliographic records with a variety of linked data authority sources including Wikidata, Wikipedia, IMDB, GeoNames, Encyclopaedia Britannica Online, and Stanford Encyclopedia of Philosophy. BU Libraries reported on the project to publish enriched bib records to the Library Link Network in a January Show & Tell. This update presents BU's efforts to make Primo a consumer of linked data elements from their own bib records published to link.bu.edu, to enhance the user discovery experience, and to enable patrons to more easily discover BU holdings when searching external sources.

Moderators

Scott Piepenburg

Head of Cataloging, Valdosta State University

Speakers

Jack Ammerman

Associate University Librarian, Boston University

Friday May 12, 2017 9:00am - 9:45am CDT
Utopia D

Alma Primo/MetaLib

9:00am CDT

Tips and tricks for migrating e-content from Non-SFX link resolvers to Alma

Congrats! Your library is migrating to Alma but how do you get all of your e-content seamlessly from your Non-SFX link resolver to Alma. This presentation will feature tips and tricks on how to best corral all of your e-content (databases, e-books, e-journals, etc) and make sure all the titles end up in Alma.

Moderators

Samuel Willis

Speakers

Jessica Lee

Electronic Resources and Serials Librarian, Valdosta State University

Friday May 12, 2017 9:00am - 9:45am CDT
Knowledge

Alma Voyager

9:00am CDT

Better managing e-resource access and cataloging records with open-source tools

This presentation illustrates two recent projects at The College of New Jersey Library using open-source tools to help enhance ejournal access and cataloging workflow in our Voyager database. The Library began using Ebsco Publication Finder service for e-journal access in early 2016. To make ejournal access also available on OPAC, we obtained free MARC records via OCLC’s WorldShare Metadata Services and used open-source tools to match and add Ebsco permanent links to each bibliographic record in batch. When the Library switched to Serials Solutions 360 Link in late 2016, the same batch workflow was used to replace Ebsco’s links with Serials Solutions' links. Also, the Library recently developed a workflow to clean over 10,000 records containing incorrect genre/form headings flipped from LC subject headings during authority control process. We used tools such as OpenRefine and Gary Strawn’s Cataloger’s Toolkit to detect and batch-flip invalid LCGFT terms back to LC subject headings

Speakers

Yuji Tosaka

The College of New Jersey

Cathy Weng

The College of New Jersey

Friday May 12, 2017 9:00am - 9:45am CDT
Utopia A

General/ Strategic--Not Product Specific 360 Link Voyager

9:00am CDT

Leganto/SIPX Demo

Teaching and learning is a core mission of higher education institutions, but the workflows surrounding course resource lists have traditionally involved cumbersome and disintegrated processes. Combined with a push toward online learning, creative digital tools, and escalating costs of education, a new and unfamiliar landscape is developing. How can the library work with instructors who are exploring new formats, techniques and teaching spaces in order to help keep the cost of education down and maximize the library collection? This session is an introduction to Leganto powered by SIXP, Ex Libris’ course resource list solution.

Speakers

Jessie Ransom

Teaching & Learning Product Specialist, Ex Libris

Friday May 12, 2017 9:00am - 9:45am CDT
Innovation

Leganto/SIPX

9:00am CDT

New UI customization for Librarians who aren't Developers

The new Primo UI comes with a powerful and (to some) intimidating development environment. This session will be conducted by a librarian for other librarians, and will explain the new customization package in Primo, and give an introductory explanation of the new development environment. The new environment uses the AngularJS framework, and the session will include an explanation of what that is, and how to use it for some simple customizations.

Moderators

Rose Scruggs

Library Web and Systems Coordinator, University of Southern Indiana

Dr. Who and Walking Dead fan.

Speakers

Corinna Baksik

Senior Systems Librarian, Harvard University

Friday May 12, 2017 9:00am - 9:45am CDT
Schaumburg C-D

Primo/MetaLib

9:00am CDT

Primo Optimized for Alma

Speakers

Yisrael Kuchar

Ex Libris

Friday May 12, 2017 9:00am - 9:45am CDT
Utopia C

Primo/MetaLib

9:00am CDT

Gaining insights through Summon Logs

At Marist College we have used the Summon Usage module to provide insights about library usage Librarians in Public Services and Collection Development. In additional to providing standard information about the number of searches and facets applied, the Summon Usage module can be used to glean information about such things as the impact of bibliographic instruction, interaction between LibGuides and Summon, and known item searches. All the examples given will use the tools native to the Usage module. It will explore interesting ways of using the Usage Module Reports such as the "Top Queries" search box, or drilling down into the "Referring Source" report to observe how different parts of the Library website interact with Summon. It will also discuss sharing this information with Reference and Instructional Librarians using an internal blog. Observations about the new Usage Module (Oracle Business Intelligence) will be shared as well.

Moderators

Brian Kern

Director of Resource Management, Allegheny College

Brian Kern is Associate Director of Libraries at Pelletier Library, Allegheny College, Meadville, PA. He is responsible for overseeing the print and electronic collections procurement and management. Brian helped create Allegheny's DSpace institutional repository, including The D... Read More →

Speakers

Katy Silberger

Senior Librarian Digital Content Services, Marist College

James A. Cannavino Library, Marist College

Friday May 12, 2017 9:00am - 9:45am CDT
Schaumburg G-H

Summon

10:00am CDT

360 Product Update, Roadmap, and Q&A

360 Link and E-journal Portal/AtoZ list update and Q&A with Product Manager, Eddie Neuwirth. A review of 18 months of enhancements, update on roadmap progress, and sharing of client customizations.

Speakers

Neuwirth, Eddie

Friday May 12, 2017 10:00am - 10:45am CDT
Knowledge

360 Link

10:00am CDT

Adding your university's single signon to Aleph, using LDAP

With the arrival of Aleph version 22 came the extension of the Z308_REC_KEY, with enough room to store McGill's university's credentials (known as first.last - basically our email addresses). This is the story of how we setup the LDAP configuration (already available 'out of the box' in Aleph) and switched to using the XML patron loader so we could load staff and students first.last credentials. I will also cover the changes made to the login pages in the Catalogue. We finally went live with 'first.last' signing in the Catalogue in January 2017; so there will be statistics...

Moderators

Bill Slauenwhite

Novanet Manager, Novanet

Bill is the manager of Novanet. Without Bill and the Novanet office staff, Mt. Allison would never have been able to join Novanet and migrate to the Ex Libris platform.

Speakers

Jane Aitkens

Aleph Systems Librarian, McGill University

Friday May 12, 2017 10:00am - 10:45am CDT
Utopia B

Aleph

10:00am CDT

Advanced Alma Analytics

Building on the Intro to Analytics, Advanced Alma Analytics will cover some topics such as using SQL in queries, Bins, changing the View of a report, and creating dashboards. Bring your laptop or tablet and follow along in this hands on session.

Moderators

Laura DeLancey

Electronic and Continuing Resources Coordinator, Western Kentucky University

Speakers

Allison LT Erhardt

Library Systems Specialist, University of Manitoba

Library Technician, Alma/Primo admin! Knitter. Nerd.

Friday May 12, 2017 10:00am - 10:45am CDT
Nirvana B-C

Alma

10:00am CDT

Alma Workflow Solutions for the Smaller Academic Library

Alma offers a wealth of features and functionality that can accommodate the largest research library. It can be intimidating as a smaller library or consortium to decide which workflow features in Alma will be most useful, and which may reduce efficiency by creating unnecessary steps or redundancies. This presentation will cover the following topics from the perspective of the small to mid-sized organization:_x000D_

User Roles and User Management_x000D_
Task Lists and Review Rules_x000D_
Libraries and Circulation Desks_x000D_
Work Orders_x000D_
Acquisitions Configuration_x000D_
Fulfillment Configuration_x000D_

By configuring these areas of Alma to the maximum benefit of your smaller organization, your staff will be happier with fewer clicks, fewer steps and easier-to-use functionality. Make Alma work for you!

Moderators

Cynthia Kirkpatrick

Speakers

Jason Hallen

Circulation Librarian & Library Technology Coordinator, Gould Library - Carleton College

Sarah Weeks

St. Olaf College

Friday May 12, 2017 10:00am - 10:45am CDT
Schaumburg A-B

Alma

10:00am CDT

Inventory (verb) : Using Alma and Excel to do a complete inventory

This program will demonstrate out-of-the-box Alma Shelf Reporting capabilities and limitations as well as a work-around which uses Microsoft Excel to identify all misshelved items. Alma is able to identify missing and found items, but it can only identify misshelved items outside of the Shelf Report scope. The work-around identifies all out of place items and generates a report so the misshelved items can be found and reshelved properly. The presenter will make the work-around available to the ELUNA community.

Moderators

Sarah Stevenson

Research & Instruction Librarian, George Fox University

I'm a Research & Instruction Librarian at George Fox University in Newberg, Oregon. I lead the libraries’ student engagement and marketing efforts, developing the libraries' brand, designing social media marketing campaigns, and coordinating library outreach events that... Read More →

Speakers

Stuart Gaetjens

Coordinator of Technical Services, Tennessee Technological University

Coordinator of Technical Services

Friday May 12, 2017 10:00am - 10:45am CDT
Nirvana A

Alma

10:00am CDT

Optimizing Vendor Technical Services with Alma

Alma offers many potential workflows, incorporating local and third-party tools and data. This presentation will look at how one library streamlined their workflows with GOBI technical services in Alma.

Moderators

Jimmy Ghaphery

Speakers

Kate Seago

Director of Acquisitions, University of Kentucky Libraries

Deb Silverman

Friday May 12, 2017 10:00am - 10:45am CDT
Innovation

Alma

Room Moderator Jimmy Ghaphery

10:00am CDT

Coordinating staff training during implementation

When Williams migrated to Alma/Primo in Summer 2016, we needed an easy way to distribute Ex Libris training materials to our staff. We decided to use Canvas, a learning management system, to organize, disseminate and track staff training. Hear about what worked, what didn't, and how effective the "flipped classroom" training model was for our implementation.

Moderators

Susan Powelson

Friday May 12, 2017 10:00am - 10:45am CDT
Utopia A

Alma General/ Strategic--Not Product Specific Primo/MetaLib

10:00am CDT

Migrating Government Publications without Going South: Our Alma/Primo Experience

The University of Denver launched its Alma and Primo instance in June 2016. Our initial concern was smooth operation of circulation with the high-use book collection. As time went by, we needed to address a more hidden part of our library, the government publications. With 100% of government publications off-site in remote storage, we rely on the library catalog completely to know what we have. We also have a substantial number of links to online government content, both free content and vendor-supplied content. How we dealt with two issues will be addressed in this presentation: How to browse government publications in a Primo environment when they are completely off-site; how to provide access to online government publications in a Primo environment, since all new documents records are for online format, not print.

Speakers

Christopher C. Brown

Reference Technology Integration Librarian, University of Denver

University of Denver, Main Library

Friday May 12, 2017 10:00am - 10:45am CDT
Schaumburg C-D

Alma Primo/MetaLib

10:00am CDT

Bridging the gaps: Python scripting around Alma's edges

Want to learn to code but not sure where to start? In the 2015 report “Coding for Librarians: Learning by Example," Andromeda Yelton advised “learning how to make one language do a few useful things." Case studies of librarians who learned to code for a specific need abound. But how to identify your own coding use case? In this presentation, I will discuss how I made the leap to writing useful scripts for everyday work through projects involving extraction, transformation, and import of Alma metadata. Familiar tools provided most pieces of the puzzle; coding helped "bridge the gaps" by reducing/eliminating manual work. I will describe 4 simple projects: parsing a file of vendor-supplied MARC records; creating item records from spreadsheet input; creating a list of course-assigned ebook titles and URLS; and evaluating OCLC reclamation project unresolved records. Participants will leave this session with ideas for how to start small and progressively expand their coding skills.

Moderators

Janice Christopher

Systems Librarian, UConn

Speakers

Stacie Traill

Discovery and Metadata Systems Lead, University of Minnesota Libraries

Friday May 12, 2017 10:00am - 10:45am CDT
Euphoria

General/ Strategic--Not Product Specific Alma

10:00am CDT

Keeping up: Can Primo metadata enable useful New Record alerts?

Your researchers want to know what’s new in their subject area. Books. Journals. Other materials. Can the new “New Records” facet in Primo be used to create useful alerts? The metadata in your own data sources or in Primo Central can help or hinder the ability to get useful results. Tricky search strategies we tried, quality vs. quantity, what worked and what didn’t.

Moderators

Alison Hitchens

Associate University Librarian, Collections, Technology, Scholarly Communication, University of Waterloo

Speakers

Kathy Varjabedian

Collections and Discovery Lead, Los Alamos National Laboratory

Friday May 12, 2017 10:00am - 10:45am CDT
Utopia D

Knowledge Base Primo/MetaLib

10:00am CDT

Making Summon Go (For Everyone)

One of the UIC University Library’s strategic initiatives is to "develop, improve, and unify discovery systems to meet a range of user needs". This presentation will describe the work our Discovery Services Advisory Group has performed to this end, including implementation of WorldCat Local (WCL), subsequent implementation of Summon, and an evaluation of both discovery tools, which ultimately led to Summon as our primary discovery system. Since 2015, we've conducted user studies, launched a redesigned website, and are in the process of building a bento box search tool. We will describe how we have organized specific projects to improve our discovery services and our ability to evaluate how effectively our discovery systems “meet a range of user needs” in the context of a Carnegie “R1” university. The presentation will conclude with our perspective on what libraries need from the vendor community, especially to improve end-to-end access for off-campus users.

Moderators

Brad Faust

Speakers

Gwen M. Gregory

University of Illinois at Chicago

Kavita Mundle

Robert J Sandusky

Friday May 12, 2017 10:00am - 10:45am CDT
Schaumburg G-H

Summon

10:45am CDT

Break

Friday May 12, 2017 10:45am - 11:15am CDT
Schaumburg Hall

11:15am CDT

Non-Latin Scripts: Issues, solutions and questions in dealing with Unicode

The Five Colleges have significant number of bibliographic records containing CJK characters and have recently added a large collection of records representing Yiddish materials. The addition of the Yiddish records required some changes to indexing to accommodate searching with both Yiddish and Hebrew character sets. Currently we are using fix_doc_880 to create paired fields, and we have been considering what the implications of this process versus leaving the 880 fields in the bibliographic record. Additionally we have been considering how we handle paired 880 fields. We are considering reversing the order of paired fields from Latin first, non-Latin second to non-Latin first, Latin second. This session looks to review some of these issues related to handling Unicode characters, and we hope to start a discussion how other sites are handling these issues of display, indexing, searching and authority control with regard to non-Latin scripts.

Speakers

Steven Bischof

Five Colleges Inc

Friday May 12, 2017 11:15am - 12:00pm CDT
Utopia B

Aleph

11:15am CDT

Functionality and Flair: Using APIs for Alma

Alma as a web site lets us view, search, and edit our data in a variety of ways, but what if you want to do something slightly different? Fortunately, Ex Libris provides API access that allows you to add specialized functionality to your Alma workflows, or even access Alma's data through other web sites. In this presentation I will go over the basics of APIs, demonstrate how you can learn about and test them using the Ex Libris Developer Network, and show some examples of how they can be used to extend Alma's functionality.

Moderators

Sarah Johnston

Speakers

Kathryn Lybarger

Head, Cataloging and Metadata, University of Kentucky Libraries

Friday May 12, 2017 11:15am - 12:00pm CDT
Schaumburg C-D

Alma

11:15am CDT

Optimize It! : Working with Ex Libris to Improve Use of Alma

Come hear about UConn’s experience with the Ex Libris Optimize Expert Service. After being live on Alma for about a year, staff at the UConn Library felt we had adjusted to the new system and were reasonably familiar with it, but that we could improve our use of Alma’s extensive functionality. For guidance, we contracted with Ex Libris for the Optimize service. An Ex Libris consultant provided analysis, guidance, and recommendations regarding Alma functionality and local workflows. This presentation will include an overview of the Optimize service and cover library preparation for the service, working with Ex Libris, and short- and long-term plans for applying our new knowledge. It is appropriate for any library considering ways to improve staff use of Alma.

Moderators

Charlotte Keys

Tufts University

Speakers

Janice Christopher

Systems Librarian, UConn

John Larson

Ex Libris

Friday May 12, 2017 11:15am - 12:00pm CDT
Euphoria

Alma

11:15am CDT

Optimizing Alma Resource Sharing

This session will demonstrate the configuration work that staff within the University of Wisconsin consortium did to optimize Alma's Resource Sharing (RS) module to best fit patron and staff needs. Upon migrating to Alma in May 2015, 13 of the 14 libraries within our consortium were configured with a two-desk RS setup, necessitating an abundant and complex workflow to do basic transit of books and media materials from one library within the consortium to another. After observing how a one-desk solution for our sole campus configured that way could minimize steps and speed up the workflow, we set about designing a plan to reconfigure all of our libraries in such a manner._x000D_
This presentation is designed to show Alma administrators and RS Managers how the workflow may be simplified under a one-desk solution, as well as how to undertake such a transformative step in a live environment. If you use RS and want a simpler solution than the two-desk setup, we plan to show you how to get there.

Moderators

Cynthia Kirkpatrick

Speakers

Crystal Buss

Head of Access Services, University of Wisconsin Oshkosh

Aaron Dobbs

University of Wisconsin Milwaukee

Katie Sanders

Library Systems Adminstrator, University of Wisconsin-Madison

Katie is one of three Library System Administrators for the University of Wisconsin–Madison Libraries and a support contact for the University of Wisconsin System campuses. In the past 19 years she has worked in the systems side of the library, at UW-Madison, UW Colleges, and was... Read More →

Friday May 12, 2017 11:15am - 12:00pm CDT
Utopia A

Alma

11:15am CDT

Tales around cataloging electronic books on Alma: New collections, legacy collections, and sustainability

In July 2015, Kansas State University Libraries migrated from Voyager to Alma. The migration meant a number of changes in how we approached our electronic books cataloging, both for new and legacy collections. With the change in systems, additional options were available for the records. What were the differences between community zone records, OCLC WMS records, and other vendor-supplied records? What did the new options mean for existing legacy electronic book collections? How might we handle the accompanying database maintenance? With fewer staff and our continuing preference for the purchase of electronic books over printed materials, which cataloging methods made sense in terms of sustainability? This presentation will focus on the decisions surrounding record source choices, including impacts.

Moderators

Dianne Grayson

Speakers

Merry Bower

Metadata Librarian, Kansas State University

Michelle Turvey-Welch

Associate Professor, KANSAS STATE UNIVERSITY - HALE LIBRARY

Friday May 12, 2017 11:15am - 12:00pm CDT
Nirvana A

Alma

11:15am CDT

Using Alma System Tools for Wrangling Data

From time to time libraries need to "wrangle" Alma data for a variety of purposes. These can include setting up integrations with a financial or student information system, performing data cleanup, or creating reports that are otherwise not possible to do within Alma Analytics. Even without direct access to the Alma database there are still tools available for accomplishing this. In this presentation I will take a broad look at Alma's system tools such as publishing profiles, integration profiles, sets, normalization rules, integration rules, and system jobs which can be used to effectively meet data wrangling needs. I'll share some techniques and tips we employ for doing this safely. Please note that this presentation will not focus on the Alma APIs but rather on those built-in tools within the Alma interface.

Moderators

Shay Beezley

Assistant Director, Metadata & Cataloging, University of Central Oklahoma

Speakers

Mike Rogers

Enterprise Systems Manager, University of Tennessee

Friday May 12, 2017 11:15am - 12:00pm CDT
Schaumburg E-F

Alma

11:15am CDT

Using Local Authorities in Alma and Bibliographic Headings Clean-up

Kansas State University Libraries migrated from Voyager to Alma in July 2015. At that time, approximately 10,000 local authorities were migrated into the local institution authority file. K-State Libraries has worked with an outsourcing vendor for bibliographic and authority maintenance since 2006. Post migration, K-State Libraries continues to utilize the authority reports generated by the vendor. This presentation will review use of local authorities, use of vendor reports, and the various eccentricities found in the Alma catalog.

Moderators

Karla Jurgemeyer

Speakers

Margaret Corby

Metadata Librarian, Kansas State University

Margaret Corby is an Associate Professor and Metadata Librarian at Hale Library, Kansas State University, where she has been employed since 2005. Prior to her work at K-State Libraries, Margaret was the Music Librarian at the George F. DeVine Music Library, University of Tennessee... Read More →

Friday May 12, 2017 11:15am - 12:00pm CDT
Utopia C

Alma

11:15am CDT

Just Like Starting Over: Using Alma and Primo to Create a Successful Course Reserves Service

The Portland State University Library migrated to ExLibris in 2014, along with 37 other libraries in our consortium. One year later, the PSU Library decided to move course reserves processing from Docutek ERes to Alma. Our course reserves service is heavily used and we process hundreds of print and electronic materials each term. We took the opportunity to rethink our course reserve service and changed everything from loan periods to work flows. We also harnessed Primo to make our course reserve materials more discoverable and incorporated course reserves materials in the course shells of our learning management system, Desire2Learn (D2L). In this presentation I will discuss the challenges we faced in moving to a new platform for course reserves processing. I will also offer tips and best practices for course reserves processing in Alma.

Moderators

Leslie Caldwell

Speakers

Molly Gunderson

Access Services Manager, Portland State University

Molly Gunderson is the Access Services Manager at the Portland State University Library. She graduated with an MPA from Portland State University in 2010 and received her MLIS from San Jose State University in 2015. Molly is chair of the Communications Team at the PSU Library and... Read More →

Friday May 12, 2017 11:15am - 12:00pm CDT
Innovation

Alma Primo/MetaLib

11:15am CDT

Organizing and Activating Free and Open Access content in Alma and Primo Central Index

The University of Minnesota system campuses utilize Alma and Primo Central Index to make open access (OA) and free content available to patrons on all campuses. Learn how the U of M system identified open access content available via Alma, how already activated content was cleaned up after migrating from Aleph to Alma, and how we accomplished activating OA and free content for all campuses within the University of Minnesota system. Through local policies and procedures, and utilizing the Electronic Resource Activation Task List, the U of M continues to take advantage of OA and free content. Additionally, U of M campuses activate open access collection via Primo Central Index for added Primo discovery of open access content. This presentation is recommended for institutions new to Alma and/or PCI, or those in need of Alma or OA clean-up.

Moderators

Jimmy Ghaphery

Speakers

Danielle Ostendorf

E-resources Librarian, Univ. of Colorado Anschutz

Previously worked at the University of Minnesota Duluth.

Friday May 12, 2017 11:15am - 12:00pm CDT
Schaumburg A-B

Alma Primo/MetaLib

11:15am CDT

Ingesting Libguides into Primo: Experiences and Lessons

This presentation will share the experiences and lessons learned at Central Washington University when ingesting LibGuides into Primo. A step-by-step process including creating a data source, a scope for the data source, a set of normalization rule, and a pipe will be reviewed. Other configuration details such as modifying the "Facet Resource Type" code table will be discussed. This presentation is for general audience.

Moderators

Todd Vandenbark

Information Literacy & Technology Librarian, Vogel Library, Wartburg College

Speakers

Ping Fu

Central Washington University

Friday May 12, 2017 11:15am - 12:00pm CDT
Utopia D

Primo/MetaLib

11:15am CDT

Summon, Serendipity and Scholarly Success: Improving the User Experience with Discovery

Since implementing Summon as a discovery tool, librarians at Metropolitan State University have shifted the way we teach information literacy courses, approach collection development, and conduct reference interviews. Through usability testing, user interviews, and usage statistics, we are able to see how there has been a change in the way patrons approach our collections and the way they seek and find answers to their questions. By learning to recognize and work with the strengths of web scale discovery, we can help create a more positive search experience for students of all levels.

Speakers

Jennifer DeJonghe

Librarian, Metropolitan State University

Jennifer is a reference and instruction librarian. She is a MN Master Naturalist and a trained Labyrinth facilitator. She completed a walking pilgrimage to the labyrinth at the Chartres Cathedral in France and looks for ways to integrate labyrinths into library services and instruction. She... Read More →

Alec Sonsteby

Professor and Department Chair, Metro State University

Friday May 12, 2017 11:15am - 12:00pm CDT
Schaumburg G-H

Summon

12:15pm CDT

Acquisition Issues in Alma: An Open Forum

An open forum discussion in which participants bring various acquisition related problems and how they fixed them or share with the group a problem that you have not fixed and see if the group has suggestions. I would recommend that each participant bring 1-2 examples to share with the rest of the group. Bring your laptops to learn how other institutions have fixed acquisition issues.

Moderators

Paula Terry

Speakers

Davin Pate

Assistant Director for Scholarly Communications and Collections, University of Texas at Dallas

Friday May 12, 2017 12:15pm - 1:00pm CDT
Utopia B

Alma

12:15pm CDT

Alma to Banner: How the University of Tennessee handles holds and fines betweeen Alma and Banner.

This presentation will outline how the University of Tennessee exchanges data between Alma and Banner. This will show very detailed examples using Alma Data Extracts, Alma Analytics Reports, Alma API's, local MySQL Database, and writing data to text files. Our system is totally automated and runs weekly, daily, and hourly (depending on what function the program is doing) and we have even built in an Administrative way to send negative transfers as well.

Moderators

Jimmy Ghaphery

Speakers

Joe Ferguson

IT Administrator II, University of Tennessee

I am an IT Administrator II for the University of Tennessee Libraries. I am an Alma & Primo System Administrator and web applications programmer. You can talk to me about Alma general configuration, fulfillment, resource management, and API's as well as Primo front-end customizations... Read More →

Friday May 12, 2017 12:15pm - 1:00pm CDT
Schaumburg A-B

Alma

12:15pm CDT

Alma, Analytics, and API All the Things: Producing Custom Automated Features in a SAAS Environment

We propose to present on 2 cases in which Emory University utilizes Alma and Alma Analytics API’s as well as an OCLC API and SRU queries to (1) automatically create a Newly Acquired facet in ExLibris' Primo and (2) automate OCLC holdings updates for deleted or withdrawn materials. The purpose of this presentation will be to not only provide actual use cases, source code, and queries for features that any Alma libraries can easily and cheaply implement, but also to inspire tech-savvy Alma users to look at utilizing Analytics API’s for more than just data gathering and data visualization. We use Python to make the Alma and Analytics API calls to retrieve and update bibliographic records, make OCLC API calls to remove holdings, and place SRU queries to avoid removing OCLC holdings where the "deleted" records are still in Alma. We use cronjobs to automate these processes. All queries and source code will be made available via GitHub.

Moderators

Sarah Koller

Collection Maintenance Supervisor, U.C. Davis

Speakers

Alexander Cooper

Head of Library Core Systems, Emory University

Lisa Hamlett

Applications Support Analyst II, Emory University

Friday May 12, 2017 12:15pm - 1:00pm CDT
Nirvana A

Alma

12:15pm CDT

API Ordering in Alma, How far has it come?

We have all heard of using the API for ordering, but how can we use it in large scale ordering. In other words is it ready? We will be talking about our experience in setting up the API ordering to work between Alma and OASIS. Taking you through the set up process, and looking at how our testing went. We will show you how the workflow is progressing using the API for ordering. Also taking you through an example of ordering when using the API, step by step. We will compare the difference between using API for ordering and using EDI for ordering. Concluding with how we are using the API now and our plans for the future.

Moderators

Mary Galvin

Systems Librarian, University of Oregon

Speakers

Ann Kutulas

Cataloger, Tarrant County College

Patricia Owens

Tarrant County College

Friday May 12, 2017 12:15pm - 1:00pm CDT
Utopia A

Alma

12:15pm CDT

Finding and Using Format Information in Alma

Understanding the various ways in which format information is structured in Alma can be complicated at first - especially for libraries migrating from systems that relied more on locally defined fields. Alma relies heavily on official MARC coding and terminology which (through no fault of Ex Libris) can at times be outdated or obscure. This session will aim to break down format information so it can be easily understood and useful for searching, faceting and record clean-up. Topics will include:_x000D_

Alma format facets (Bibliographic Material Type, Resource Type and Item Material Type)_x000D_
Detailed search indexes for locating format information through Create Sets and Analytics_x000D_
How format information can be mapped and used in Primo_x000D_
Ways to identify and tackle format cleanup projects in Alma_x000D_

After this session, attendees should have a better understanding of how format information stored in Alma can be accessed and managed - both for use by internal staff and by library patrons.

Moderators

Steven Bowers

Speakers

Sarah Weeks

St. Olaf College

Friday May 12, 2017 12:15pm - 1:00pm CDT
Utopia D

Alma Primo/MetaLib

12:15pm CDT

Making Smart Fulfillment Smarter: enhancing Alma's request options within Primo to improve the user experience

The University of Minnesota is currently working a project that aims to ease the process of requesting a library resource in Primo. For some resources, users presently see multiple "request" options in Primo that offer (1) paging services, (2) recall services, (3) digitization services, as well as (4) Inter-Library loan options. These services can be complex in back-end systems but the front-end service should be kept as simple as possible. Local Primo usability testing has demonstrated that users get frustrated and give up on requesting if the options are too complex. Minnesota’s project has two basic goals: avoid the user needing to know what library service is most appropriate and allow users to initiate requests without first having signed into Primo. Assuming success, Minnesota's project will roll out to users during the summer of 2017. This presentation will discuss the areas within Smart Fulfillment that Minnesota is attempting to improve and the technical challenges encountered.

Moderators

Sarah Johnston

Speakers

Christopher Rose

University of Minnesota Twin Cities

Friday May 12, 2017 12:15pm - 1:00pm CDT
Schaumburg E-F

Alma Primo/MetaLib

12:15pm CDT

Summon Over Alma

Eastern Michigan University has been a Summon user since 2011 and a Voyager user since 1998. As we have explored options for migrating from Voyager, one of the driving factors has been that we did not want to move away from Summon. In September 2016, we began a migration to Alma which will include Summon as our discovery layer. This presentation will describe this experience; Summon over Alma (SoA) is scheduled to be delivered to us on January 22, 2017 and we have an Alma/Summon go live date of May 8, 2017. Changes to Summon will include adding all patron account interactions to the interface and placing requests for items in our automated storage and retrieval system (ASRS). While Alma includes Course Reserves functionality, we will need new ways to expose these items to the public. And ingest of our catalog items will need to be migrated to an Alma to Summon process. There will be issues with migrating from one Summon instance to another. Records and searches previously saved or bookmarked may no longer work. Our method for displaying our New Book Shelf will need to change. And other customizations that we currently have, like item usage statistics, will no longer be available in our SoA instance.

Moderators

Brian Kern

Director of Resource Management, Allegheny College

Speakers

Jackie Wrosch

Systems Librarian, Eastern Michigan University

Friday May 12, 2017 12:15pm - 1:00pm CDT
Schaumburg G-H

Alma Summon

12:15pm CDT

What do I do with all these record albums, cassette tapes, video tapes, laserdiscs and other stuff!

As libraries increasingly move toward a new digital frontier, it would be a shame to leave behind many unique and useful items in obsolete formats, such as record albums, cassette and 8-track tapes, laserdiscs, videotapes and what not. While many of these cannot be copied or converted for public use, many items can be used on-campus locally or with permission, or contain content that is in the public domain. This session will cover the basics as to the hardward, software, and processes needed to convert these obsolete formats to a useful structure. In addition, new cataloging, metadata and linked data concepts can be utilized to enhance the accessibility and retrievability of these items, as well as embding links that can be used by Primo.

Moderators

Holly Wheeler

Central Washignton University

Speakers

Scott Piepenburg

Head of Cataloging, Valdosta State University

Friday May 12, 2017 12:15pm - 1:00pm CDT
Innovation

General/ Strategic--Not Product Specific Primo/MetaLib Other

12:15pm CDT

Streamlining Processes for Textbook Reserves

In support of the textbook program initiated by the UTSA Libraries, we created an efficient streamlined process and effective tools for managing course and textbook information. This presentation will focus on the overview of UTSA Libraries’ textbook program and the internal process of ingestion and synthesis of textbook and course data. The process of matching and comparing the textbook information with our resources available in multiple sources, such as Voyager and ProQuest Knowledgebase, will also be presented along with the user interface developed for searching textbooks/courses and generating a variety of reports. On-going and continuous efforts for improving textbook provision and access will be discussed.

Speakers

Shin, Hejin

Head of Library Systems, University of Texas at San Antonio

Caroline Jirka

Collection Assessment Librarian, University of Texas at San Antonio

Friday May 12, 2017 12:15pm - 1:00pm CDT
Utopia C

General/ Strategic--Not Product Specific Voyager

12:15pm CDT

Leganto: using analytics to inform understanding of data and user behaviour

UNSW went live with Leganto in February, 2016. Since December 2016, we have been using Leganto Analytics to support and promote the rollout of Leganto across our university. This presentation will highlight how we are measuring our current success and planning for the future; what we are learning about the way people are using Leganto,and how we are applying this knowledge to continuously improve both the product and our services.

Moderators

Sue Harmer

Associate Director, Digital Experience & Innovatio, UNSW Sydney

Friday May 12, 2017 12:15pm - 1:00pm CDT
Knowledge

Leganto/SIPX

12:15pm CDT

Introduction to Primo Analytics - Joint proposal by the Analytics Special Interest Working Group

A session covering tips and tricks for beginners in Primo Analytics.

Moderators

Alexander Jerabek

Speakers

Alex Forrest

University of Edinburgh

Friday May 12, 2017 12:15pm - 1:00pm CDT
Nirvana B-C

Primo/MetaLib

12:15pm CDT

Further Adventures in Patron Purge

Now updated for Voyager 9.2.1! A consortium of 3 community colleges sharing a single ILS undertake their first patron purge since moving to Voyager in 1999. One librarian reports on the trials, tribulations, and successes of the project.

Moderators

Debbie Clark

Circulation Manager, University of Southern Indiana

Speakers

Kirsti S. Thomas

Library Technical Services Manager, Seattle Colleges

Friday May 12, 2017 12:15pm - 1:00pm CDT
Euphoria

Voyager

1:00pm CDT

Lunch

Friday May 12, 2017 1:00pm - 2:00pm CDT
Schaumburg East

2:00pm CDT

Keynote: Discovering the Library; Enriching Our Communities

Our ability to enrich our communities, variously defined, through library collections, facilities, and services, is based on community members being able to "discover" what the library can provide to them and to imagine new ways that libraries and librarians can be a meaningful part of their teaching, learning, scholarship, and more. Drawing on examples of innovative work done in recent years at DePaul University and across the City of Chicago, Scott Walter (University Librarian, DePaul University; Vice Chair, Board of Directors, Chicago Collections) will discuss how collaborating in the development of new platforms for "discovery" of library resources and expertise has led to greater recognition of the library as a foundational resource for the campus community, and beyond.

Speakers

Scott Walter

University Librarian, DePaul University

Scott Walter is University Librarian at DePaul University, an adjunct member of the faculty of the San Jose State University School of Information, and an Americas Regional Council delegate to the OCLC Global Council. Currently serving on the Global Council Program Committee and the... Read More →

Friday May 12, 2017 2:00pm - 3:00pm CDT
Schaumburg West