Monday, June 30, 2014

Implementation Team Update June 30, 2014

Bethel University Library's celebration to launch Summon.

SUMMON MARKETING AND TRAINING. The Implementation Team is collecting CLIC library photos and publicity materials promoting Summon. See above for photos from Bethel’s creative campaign, Accio Resources. The CLIC Board has asked the Implementation Team to assemble a task force to develop a Summon best practices guide that explains what Summon is and that provides basic information for frontline staff and trainers.

INTOTA ASSESSMENT (IA). The Implementation Team is working on completion of DRS forms for e-resources data for IA. Steve Waage has enlisted the assistance of the Mapping Task Force to review a set of fields for Millennium records for IA. Our Team goal is to have IA in place by the end of the summer, with training for CLIC library staff later in August.

INTOTA-E. CLIC is hosting a demonstration of Intota-E on July 23. Further details to follow. Check with your Implementation Team representative if you are interested in attending.

Questions? Ask your Implementation Team representative!

Monday, June 23, 2014

Register now for CLIC’s Oct 30 Marketing Conference!

Registration is now open for our annual CLIC-wide conference.  This year’s program, “Make Your Marketing More Effective,” features library marketing guru, Kathy Dempsey.
Register online at:

When: Thursday, October 30, 2014, 9:00 a.m. – 3:30 p.m.
Where: University of St. Thomas, Anderson Center, Woulfe Alumni Hall
Cost: Free to CLIC member library staff; $70 non-CLIC members (buffet lunch included)
Program Description: Kathy Dempsey, who published The Accidental Library Marketer in 2009, will explain what true marketing is, including tools, strategies, and steps in the process. Attendees will brainstorm and share ideas while doing a 5-step exercise that will form a basis for their own marketing plans. This morning workshop will concentrate on segmenting customers into target markets and crafting specific messages to reach them most effectively. In the afternoon, we'll cover how Merchandising can upgrade your space and increase circulation. Finally, we'll discuss Getting Attention on Facebook. You'll have plenty of time for Q&A too, so come and learn how to make all your promotions more effective, inside and outside your library!
Speaker Bio: Kathy Dempsey is a consultant and trainer through her business, Libraries Are Essential, and is the author of The Accidental Library Marketer (Information Today, Inc., 2009). Her work is dedicated to helping librarians and information professionals promote their value and expertise in order to gain respect and funding. Kathy has been the Editor of the Marketing Library Services newsletter for 20 years and was formerly Editor-in-Chief of Computers in Libraries magazine. She also blogs at The 'M' Word. Kathy is an active member of the New Jersey Library Association and serves on its Newsletter Editorial Board.

Pre-registration is required.  Please contact Maureen Fitzgerald ( at CLIC if you have questions.

Wednesday, June 18, 2014

Phase 2 is Underway! Implementation Team Update June 18, 2014

PHASE 2 - INTOTA ASSESSMENT (IA). The Implementation Team met today with our implementation manager and ProQuest's IA specialist to discuss questions related to the COUNTER DRS forms. Each Team representative needs to complete a DRS form for his or her library's e-resources for Intota Assessment. The deadline for each library to do a first pass at inputting data is June 30. Simultaneously, Steve Waage at CLIC is working with the implementation manager to load and test catalog data from Millennium. Our Team goal is to have Intota Assessment in place by the end of the summer, with training for CLIC library staff later in August.

PHASE 3 - INTOTA E.  The Implementation Team will begin work on CLIC's transition to Intota E in the fall.  Prior to CLIC's beginning Phase 3, ProQuest will present a demonstration of Intota E for CLIC library staff later this summer.  Stay tuned for further information on the demo date and location.

PROJECT MANAGEMENT.  The Implementation Team is now using Basecamp to manage the various projects associated with CLIC's multi-phase migration to the Intota Management System.  In addition to providing a single place for the Implementation Team to house documents, deadlines, and discussions, an important feature of Basecamp is the ability to loop other CLIC library staff into discussions on different aspects of the implementation processes. 

Questions?  Ask your Implementation Team representative.

Tuesday, June 10, 2014

Save the Date! CLIC Marketing Workshop, October 30

Mark your calendars for Thursday, October 30, 2014, for our annual CLIC-wide professional development event.  This year’s conference focuses on marketing for academic libraries, featuring library marketing guru, Kathy Dempsey. Kathy is the author of The Accidental Library Marketer and writes for the blog, The "M" Word - Marketing Libraries.

Date: October 30, 2014
Time: 9:00 a.m. – 3:30 p.m. (lunch included)
Location: Woulfe Alumni Hall, Anderson Center, University of St. Thomas
Cost: Free to CLIC member library staff; $70 to non-CLIC members

Registration details and further information on the program will be available later this month. Stay tuned!

Monday, June 2, 2014

Celebrate a Milestone! Implementation Team Update June 2, 2014

PHASE 1 IS COMPLETE! The Implementation Team is pleased to announce the launch of our new discovery service. In Phase 1 of the implementation of CLIC’s shared Intota Management System, seven libraries successfully transitioned to Summon 2.0.  Six libraries made the transition from WorldCat Local and one library upgraded from Summon 1.0. Kudos to our implementation manager Ashley DeHaye and others at ProQuest for going above and beyond to meet our launch deadline!
SUMMON 2.0 ENHANCEMENTS. ProQuest is releasing Summon 2.0 enhancements on June 3, 2014, which will appear in the CLIC Summon sites at the end of the week. Stay tuned for further information after the enhancements are live.
SUMMON 2.0 INFORMATION SHEET FOR LIBRARY STAFF. The Implementation Team has drafted an information sheet on Summon 2.0 for CLIC library staff. Please see your Implementation Team representative for a version of the information sheet tailored to your library.

PHASE 2 - INTOTA ASSESSMENT. The Implementation Team has begun the process of setting up Intota Assessment for the CLIC libraries. During June and July, the Team will complete COUNTER DRS forms for each library and will load and test catalog data from Millennium. Training for CLIC library staff on Intota Assessment will be offered in August.


Questions?  Ask your Implementation Team representative.