Implementation Team Update - ERM Training

Last week, the Implementation Team met with ProQuest trainers Scott Shull and Donna Boecker to learn about Intota ERM. 

During the two-day training sessions, staff from CLIC libraries also had a chance to share enhancement requests and other concerns with the trainers. Later this week, the Implementation Team and CLIC Board will meet with ProQuest management for updates on Intota product development and enhancements.

For more photos, see CLIC's Facebook page.

Implementation Team Groundhog Day Update

Photo by Gilles Gonthier, CC License 2012.

ProQuest conducted two Intota Assessment training webinars in January. To view recordings of the training sessions, please contact your Implementation Team representative for the URLs and passwords.

Subject to review and approval of the ASAs, the Implementation Team set the quarterly schedule for complete loads as follows:

Summon: February, May, August, November

Intota Assessment: January, April, July, October

Please see your Implementation Team representative if you have questions.

Implementation Team Update, Jan. 20, 2015

Repositories in Summon. Six of CLIC's CONTENTdm collections are now in Summon, and Bethel's will be added later this week.  See:
Augsburg
Bethel
Concordia
Hamline
Northwestern
St. Kate's 
St. Thomas

Intota Assessment (IA) Training. ProQuest is conducting two IA webinars for CLIC this week on January 22 and 23. Contact your I-Team representative for log-in information. Both webinars will also be recorded to view later.

Summon indexing. The re-indexing is in place with improved search results in Summon.

2015 Authority Control Workshop

On January 8, St. Kate's hosted CLIC's annual Authority Control Workshop. This year's topic was "Clean, Clean, Clean (redux)! Authority cleanup projects in preparation for migration."

Mark Ehlert of St. Thomas gave a brief presentation, and participants spent the rest of the workshop working on cleanup projects.

For more photos, see CLIC's Facebook page.

Happy New Year!

It's a new year, and the Implementation Team is back at work again after a well-deserved break. 

Highlights from today's meeting:

Summon. The re-indexing in complete, and Team reps will review their production databases this week.

Intota Assessment Training. ProQuest will provide Intota Assessment webinar training in January.  The webinars will also be recorded for later viewing by CLIC library staff. 


Intota Training. We are in the process of scheduling on-site "train-the-trainer" ERM workshops in early February for the Implementation Team and select staff. Please see your Implementation Team representative if you have questions about training.

Stewart and Implementation Team Honored at Annual CLIC Luncheon

Library Staff at CLIC Awards Luncheon.

Eighty-eight staff from member libraries attended CLIC's 2014 Awards Luncheon at Northwestern on December 3. Our featured luncheon speaker was Sarah Bellamy who gave an inspirational and entertaining presentation on Penumbra Theatre Company's Summer Institute.

Luncheon speaker Sarah Bellamy of Penumbra Theatre Company.

David Stewart of Bethel University received the CLIC User Service Award for his professionalism and leadership throughout a momentous year for CLIC. As the CLIC Board President in 2013-14, David guided the board through discussions on the vendor RFP and selection process for a new shared library management system.  Throughout the process, David was a thoughtful and exemplary statesman on behalf of CLIC and is well-deserving of recognition for his work. 

CLIC Board President Ruth McGuire awarding the User Service Award to David Stewart.

The winner of this year's CLIC Group Effectiveness Award is the Implementation Team, including Mike Bloomberg, Rhonda Gilbraith, Greg Argo, Jon Neilson, Amy Shaw, Nate Farley, Dani Roach, and Steve Waage.  The amount of time and energy the Implementation Team has given, the persistence and patience they've shown, and their ongoing commitment are just a few of the reasons they were chosen for this recognition. The Implementation Team has been working steadily and diligently since January 2014 to implement the phases of Summon and Intota.  Their dedication to staying on top of issues has been impressive, even when the implementation workload seems daunting.

Implementation Team: Dani Roach, Steve Waage, Nate Farley, Jon Neilson, Amy Shaw, Greg Argo, Rhonda Gilbraith. [Not pictured: Mike Bloomberg.] 

Mike Bloomberg in 1970. For more recent photo of Mike, see CLIC's Facebook page.

CLIC Hosts Marketing Workshop

More than 75 library staff attended CLIC's annual professional development event, "Make Your Marketing More Effective," presented by marketing guru, Kathy Dempsey.  During the morning session, Kathy outlined the basics of library marketing, and participants met in small groups to apply the five steps toward a marketing plan to local library projects. In the afternoon, Kathy covered merchandising and social media tools for marketing library services.

CLIC Board President Ruth McGuire kicked off CLIC's Year of Marketing by announcing her newly-appointed Marketing Task Force.  Members of the Task Force include: Dixie Ohlander, April Youngblood, Megan Johnson-Saylor, Louann Terveer, Jessica Moore, Amy Mars, and Julie Kimlinger.  McGuire also asked participants to write their "CLIC success stories" on 3x5 cards, which will be used by the CLIC Value subcommittee of the Board later this month.

For additional photos, please see CLIC's Facebook page.  And while you're there, please Like our page!

Registration Open for OCLC Member Forum, Oct 22

OCLC is hosting an OCLC Member Forum for Minnesota libraries on Wednesday, October 22, 10am-3pm (includes a free lunch). Catalogers, ILL staff, and others are encouraged to attend. A big thank you to Macalester for providing local arrangements!

The Forum is free, but pre-registration is required. Because space is limited, early registration is recommended.

For online registration and further information, see:
http://registration.oclc.org/reg/?pc=MemberForum_StPaul_141022

CLIC Libraries Represented at MLA Conference in October

Are you registered for the Minnesota Library Association’s annual conference in Mankato? We are proud to see staff from CLIC member libraries on the program schedule!

Rebecca Ganzel, Cataloging/Metadata Librarian, Lindell Library, Augsburg College, is one of the presenters for “Tech Services Time Travel,” on Wednesday, October 8, 3:45-4:45pm.

LeAnn Suchy, St. Catherine University, is one of the presenters for “MILE and ALA Emerging Leaders: Why Leadership Programs Matter,” on Thursday, October 9, 8:00-9:00am. In addition, LeAnn will present at "Appy Hour Breakfast" at 7:00am on Thursday - her third year in a row for this event!

Amy Mars, Information Literacy & Outreach Librarian, St. Catherine University, and Alexis Logsdon, Research and Instruction Librarian, Macalester College, are presenting “The rocky path to full employment: Offroading your way to the job of your dreams,” Thursday, October 9, 9:15-10:15am.

There are also several presentations by St. Catherine University’s MLIS Program, including:

Laura Morlock and Danae Ostroot are presenting on “Diversity! Books for a Better Today,” Wednesday, October 8, 10:00-11:00am

Deborah A. Torres, Assistant to the Associate Dean/Assistant Program Director, is one of the presenters for “Gearing up for MILE 2015: MLA Institute for Leadership Excellence,” Wednesday, October 8, 1:30-2:30pm.

Dr. Anthony Molaro, Assistant Professor, is presenting “Customer Service is Dead: Long Live the Customer Experience,” on Wednesday, October 8, 3:45-4:45pm.

David Lesniaski, Associate Professor, is presenting “Visualizing RDA,” on Thursday, October 9, 9:15-10:15am.

Looks like a great line-up!

CLIC's Marketing for Academic Libraries Workshop, Oct. 30

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:    http://goo.gl/m5JyiT

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 (maureen.fitzgerald@clic.edu) at CLIC if you have questions.

Implementation Team Update, August 18

Implementation Team Update, August 18

COUNTER AND INTOTA 101 WEBINARS
Did you miss last week's Intota webinars? Recordings of CLIC's August 14 training sessions for Counter and Intota 101 are now available to view online. Please see your library's Implementation Team representative for links to the recordings. 

SUMMON SEARCH RESULTS
The Implementation Team is aware of the problem of duplicate records showing up in Summon search results, and we are working with our Proquest implementation manager to help troubleshoot the issue.  Proquest is processing a new CLIC data load this weekend, which should eliminate a portion of the duplicate results. In addition, Proquest's Intota development team is working with our implementation manager to resolve the overall duplication problem for CLIC.

ERM TRAINING AT UST
A big thank you to St. Thomas for offering to provide additional ERM training for the Implementation Team and e-resources staff. Training will be scheduled in late September.  See your Implementation Team representative for further information.

QUESTIONS? If you have any questions or concerns related to CLIC's Summon and Intota implementation, please do not hesitate to speak with your library's Implementation Team representative. 

Assessment Training Coming Soon

Implementation Team Update, August 4, 2014

INTOTA ASSESSMENT
ProQuest is processing and testing CLIC's data sent in by the Implementation Team. Training on Intota Assessment will be offered in two sessions.  First, the Implementation Team and others responsible for inputting data will have Counter training in mid-August.  This training webinar will be recorded for staff who are unable to attend. Later in September, after all of CLIC's data has been successfully ingested, ProQuest will schedule Intota Assessment training for CLIC library staff interested in generating reports.

INTOTA MANAGEMENT
The next phase of CLIC's implementation of Intota will be Intota Management components, starting with Resource Manager.  The Implementation Team's work on Intota Management will overlap with the Team's continued implementation of Intota Assessment. The Team's first step is review of ProQuest's recorded training session, Intota 101. CLIC library staff interested in the Intota 101 training video should contact their Implementation Team representative for information on how to access the recording.

SUMMON 2.0
The Implementation Team is continuing to work with ProQuest to improve CLIC libraries' data and search results in Summon. We hope to have most of the issues resolved before the start of the new semester.

Questions? Please see your library's Implementation Team representative.

CLIC Hosts Intota Demo at Hamline

ProQuest's Jane Burke and Kevin Lane-Cummings were at Hamline University in St. Paul this week to demonstrate Intota Assessment and E-resources.  CLIC libraries are in the process of installing Intota Assessment this summer and will begin using Intota's E-resources functionality this fall.

See CLIC's Facebook page for additional photos from Wednesday's demo.

For questions about CLIC's phased-in migration to Intota, please contact your library's Implementation Team representative.

Intota Demo Scheduled for July 23

Implementation Team Update July 21, 2014

Intota Demo July 23
Jane Burke from ProQuest will be in St. Paul this week to meet with the CLIC Board and Implementation Team to discuss our migration to Intota. On Wednesday, July 23, at 2:00-4:00 p.m., Jane will conduct a general demonstration and discussion of Intota Assessment, e-resources, 360 LInk changes, and other Intota development information.  CLIC library staff interested in these Intota services are welcome to attend the 2pm demo at Hamline University, Anderson Center, Room 305. Check with your library's Implementation Team representative if you have questions about attending the demo.

Intota Assessment
ProQuest is currently processing our libraries' data for Intota Assessment.  Training on Intota Assessment will be scheduled later this summer.

Summon 2.0
CLIC libraries went live on Summon 2.0 at the end of May.  The Implementation Team is continuing to work with ProQuest to improve our Summon search results.

Questions? Ask your Implementation Team representative!

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:    http://goo.gl/m5JyiT

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 (maureen.fitzgerald@clic.edu) at CLIC if you have questions.

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!

Summon Onsite Training

Kevin Lane-Cummings of ProQuest presented four onsite training sessions at CLIC libraries this week. Kevin's presentations focused on Summon Web-Scale Discovery. CLIC library staff unable to attend any of the onsite sessions will have the opportunity to login to Kevin's webinar on April 17. [Please check with your Implementation Team representative or with the CLIC Office if you need login details.]

As promised in the sessions, here are the links from Kevin's slide presentation:

Share Ideas and Information About Summon

Hear from Other Libraries Using Summon

• Summon listserv:  Lively email conversations among over 500 Summon libraries in more than 40 countries 
• Information Literacy in the Age of Web-Scale Discovery:  Recordings of seven library-hosted webinars, from late 2012 
• Summon Research Guide examples: 
• Worcester Polytechnic Institute 
• Fairmont State University 

Hear From Serials Solutions 

• Summon LibGuide:  Tips, videos, and instructions for users and librarians alike 
• Summon User Guide:  Summon Documentation in the Support Center (requires a Serials Solutions account) 
• Summon Webinars: Product updates, topical trainings, and other sessions with Summon staff 

UPDATE on Summon Onsite Training for CLIC Libraries

CLIC is hosting onsite sessions of “Summon Web-Scale Discovery for CLIC” in April. Kevin Lane-Cummings, ProQuest Senior Training and Consulting Partner, will conduct the training sessions focusing on the public side of Summon. 

Topics covered will include:

-Introduction to Web-Scale Discovery and the creation of Summon.

-How Summon works (the Summon Index, your Summon site, match and merge, relevancy, and linking).

-Live demonstration of the user interface.

-How librarians can promote Summon to their users (examples of libraries' integration of Summon into their web sites).

-Additional Resources (help, support documents, etc.).

Sessions are open to the staff of CLIC member libraries. To register to attend one of the sessions, use this online form: http://goo.gl/kjWwA2
NOTE: registration deadline is April 2, 2014.

“Summon Web-Scale Discovery for CLIC” will be repeated at four locations:

Monday, April 7, 1pm-3pm, Augsburg College, Room: Oren Gateway 100
Tuesday, April 8, 9am-11am, University of Northwestern-St. Paul, Room BG205
Tuesday, April 8, 1pm-3pm, St. Catherine University, Room: CDC20
Wednesday, April 9, 9am-11am, Hamline University, Room: Anderson Center 305

If you are unable to attend any of the onsite sessions, there will be a webinar session scheduled later in April.  The webinar session will be recorded and available for viewing by CLIC library staff. [UPDATE: the webinar will be held on Thursday, April 17, 10:30 a.m. - 12:00 noon. Please check with your Implementation Team rep or the CLIC Office for log-in information.]

Parking information will be emailed to registrants for each site prior to the training date. Please contact Maureen Fitzgerald or Ruth Dukelow at the CLIC office if you have questions.

Register now for CLIC Workshop, Future Forward: Thriving in a Changing Environment, April 4

Change is coming!

By Felix Burton (Flickr) [CC-BY-2.0 (http://creativecommons.org/licenses/by/2.0)], via Wikimedia Commons

CLIC libraries are facing a multitude of major changes in the near future: new library systems, shifts in workflow, evolving users, transformation of physical building spaces, collection transitions from print to digital, and more. To help member library staff make the most of our changing environment, CLIC is hosting a workshop,  “Future Forward: Thriving in a Changing Environment,” on Friday, April 4, 2014, 10:00 a.m. – 3:00 p.m. at Hamline University, Anderson Center. Our presenter is Janice Jaguszewski of the University of Minnesota Libraries.

Registration is free and open to staff of all CLIC member libraries.  Register online at: http://goo.gl/8zR3wP NOTE: registration deadline is March 21, 2014.

Future Forward: Thriving in a Changing Environment Workshop Agenda

Friday, April 4, 2014

Hamline University, Anderson Center

9:30 a.m.

Registration and refreshments

10:00 a.m. – 12:00 noon

Understanding Change: Strategies for Success

Case Study: The past two years at the University of Minnesota Libraries

12:00 noon – 1:00 p.m.

Lunch (provided – please indicate your meal choice on the registration form)

1:00 p.m. – 3:00 p.m.

Shaping Your Future: Envisioning New Roles

How Do You Get There? Creating Capacity

Please direct your questions to Maureen Fitzgerald or Ruth Dukelow in the CLIC Office.

Register Now for Onsite Summon Training

CLIC is hosting onsite sessions of “Summon Web-Scale Discovery for CLIC” in April. Kevin Lane-Cummings, ProQuest Senior Training and Consulting Partner, will conduct the training sessions focusing on the public side of Summon.

Sessions are open to the staff of CLIC member libraries. To register to attend one of the sessions, use this online form: http://goo.gl/kjWwA2
NOTE: registration deadline is April 2, 2014.

“Summon Web-Scale Discovery for CLIC” will be repeated at four locations:
Monday, April 7, 1pm-3pm, Augsburg College, Room: Oren Gateway 100
Tuesday, April 8, 9am-11am, University of Northwestern-St. Paul, Room BG205
Tuesday, April 8, 1pm-3pm, St. Catherine University, Room: CDC20
Wednesday, April 9, 9am-11am, Hamline University, Room: Anderson Center 305


Parking information will be sent to registrants for each site prior to the training date. Please contact Maureen Fitzgerald or Ruth Dukelow at the CLIC office if you have questions.