2019 Conference Presentations

Click the presentation titles below to view the Powerpoint or PDF versions of the conference presentations.  We thank our dedicated presenters for sharing!

WILIUG Spring 2019 Business Meeting (PPTX)

Innovative Presentation (PDF)

Inspire Discovery (PDF)

Customizing Polaris Notification Emails Preconference (PDF)

Did the Ogden Branch Do Their Picklist Yesterday? (PDF)

The Genre Debate: How to use your ILS to make the best decision for your library (PPTX)

Inventories in the library (PPTX)
Holdshelf snapshot (DOCX)

Switching from Item level to title level holds Kobiela (PDF)
Switching from Item level to title level holds (PPTX)

How did we get here? Improved reporting with Sierra (PDF)

Photos courtesy of Cathy Markwiese

Winter Garden WILIUG Spring 2019

Winter Garden Spring 2019

Sarah Furger and Tana Petrov WILIUG Spring 2019

Sarah Furger and Tana Petrov

Winter Garden 2 WILIUG Spring 2019

Winter Garden Spring 2019

Dennis Carter WILIUG Spring 2019

Dennis Carter

Kelly Kobiela WILIUG Spring 2019

Kelly Kobiela

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Birds of a Feather Lunch at IUG

Are you going to the IUG 2019 Conference in Phoenix, AZ?  If so, why not attend the WILIUG member “Birds of a Feather” lunch for good food and great company?

Mi Amigos
Monday, May 6, 2019
Noon to 1:15 pm

Mi Amigos is located at the Arizona Center – Suite #150 – across the street from the hotel.  We will have our own space and separate checks. View the Lunch menu.

Please register here if you are attending so we can reserve the correct number of seats.

If you have any questions, please contact Pam Skittino

Looking forward to seeing you there . . .

–The WILIUG Steering Committee

Spring conference June 13-14, 2019 – Chicago Public Library, Harold Washington Center, Chicago, IL

The WILIUG Steering Committee is happy to announce that registration is now open for the WILIUG Spring 2019 Conference. The conference will take place over the course of two days at the Harold Washington Library Center, Chicago Public Library located at 400 S. State St, Chicago, IL 60605.

Check out parking information here:

Register here

Pre-conference Thursday, June 13th – 1 p.m. to 5 p.m. – Polaris

Registration: 12:30 PM-1:00 PM
Pre-conference: 1:00 PM-5:00 PM

Customizing Polaris Notification Emails

In this pre-conference session, we’ll focus on using Report Builder or Visual Studio to make basic customizations to Polaris email notifications. We’ll cover:

  • removing unwanted text such as to/from addresses or dates
  • different options for customizing text based on the reporting organization or pickup location; for example:
    • adding a link to the pickup location’s address and hours on the library’s website
    • adding a note about an upcoming branch closure only to notices going to patrons registered at that branch
  • accommodating multiple languages when customizing text

We’ll also quickly look at some more advanced options, such as adding upcoming events or similar titles. We’ll wrap up by discussing options for testing customizations and some of the cons of customizing your email messages.

Participants should have some experience with editing reports in Report Builder or Visual Studio. For a hands-on experience, participants should bring a laptop with one of these programs installed.

Paul Keith is a librarian in the Technology, Content and Innovation Department at the Chicago Public Library.

Main Conference

Final agenda

Friday, June 14th – 9:30 a.m. to 3 p.m.

Registration: 9:00 AM-9:30 AM
Conference: 9:30 AM-3:00 PM

List of sessions for main conference –

Business Meeting

Innovative Update – Innovative Program

Inspire Discovery
Audience: General

Description: Inspire Discovery marks the beginning of a new era for Innovative libraries. As the first module on Inspire, this revolutionary experience gives people the most comprehensive and contextual results ever available. Discovery uses native-linked data to reveal multi-dimensional relationships and uncover new, unexpected connections and ideas, making your library indispensable.

Innovative Presentation

Did the Ogden Branch Do Their Picklist Yesterday?
Audience: Polaris
Description: Over the past year, Chicago Public Library has begun experimenting with reports that track whether staff at its 81 locations are doing basic tasks such as searching for items on their picklist or getting incoming shelf-ready material unpacked and out on the shelves in a timely manner. In this presentation, we’ll discuss why we decided to create such reports, how we created them, and what happened when we began to share the results with administrators and staff. We’ll also talk about future plans for the project.

Paul Keith is a librarian in the Technology, Content and Innovation Department at the Chicago Public Library.

The Genre Debate: How to use your ILS to make the best decision for your library
Audience: Polaris
Description: Rearranging fiction collections by genre highlights areas of high demand and helps readers select books from more tailored sub-collections. On the other hand, an undivided fiction collection prevents authors, who write in various genres, from splitting among several collections. Join us in examining the pros and cons of two different approaches of organizing fiction, and learn from our experience using Polaris to identify high demand areas, bulk change, organize, and streamline the process.

Sarah Furger, Joliet Public Library & Tana Petrov, New Lenox Public Library

Polaris ForumMatt Hammermeister, Pinnacle Library Cooperative
Audience: Polaris
Description: A general discussion forum for all Polaris users.  Come and learn more about the ILS with other WILIUG members.  Ask questions ahead of time in this Google Doc.

Inventories in the Library
Audience:
General/Sierra/Millennium
Description: At Milwaukee Public Library’s Central location, there have been several good reasons to inventory specific collections.  We have detailed, ongoing inventory projects for the storage tiers that house hundreds of thousands of items, speedy inventory systems that can give a snapshot of a high-demand area and in depth collection maintenance inventories that have helped us gather together like materials.  Follow along as the inventory processes currently being used in Milwaukee are described and learn how they can be adjusted by collection and serve different goals.

Edwin Schacherer is the Library Circulation Assistant III at the Milwaukee Public Library.

Sierra Forum – Kathy Setter, IFLS Library System
Audience: Sierra/Millennium
Description: Bring your Sierra/Millennium questions and concerns to the WILIUG forum or add them ahead of time in this Google Doc

Switching from Item-level to Title-level holds: What could go wrong?Audience: Sierra
Description:  In order to implement a Patron Functionality API in EDS, Marquette University had to switch from Item-level holds to Title-level holds, which was implemented with mixed results. This session will discuss our initial planning, what things went right and wrong, settings we are currently using and the problems we still have with holds. Whether you are considering switching from one hold type to another or not, I invite you to bring your experiences and questions so we can all wade through holds together.

Kelly Kobiela, Marquette University

How did we get here? Improved reporting with Sierra
Audience: Sierra
Description: Having been an Innovative customer for more than a decade, we know that reports and statistics are an important element of effectively utilizing the ILS. Over the years we have developed many reports that are provided regularly to staff.  See how the reports and statistics created for staff have evolved using Sierra DNA and APIs. In this program we will review the staff reports and the methods that are used to create and run them.

Mary Golden, Naperville Public Library

3 p.m. – Library Tour

Pre-Conference
$20 WILIUG members (snacks/beverages included)
$30 non-members

Conference
$30 WILIUG members (includes continental breakfast, lunch, and snack)
$40 non-members

Scholarship applications available for the 2019 IUG Conference

Scholarships Available for 2019 IUG Conference
Once again, WILIUG is able to offer two $325 scholarships to help members defray some of the costs of attending the IUG national conference.

The scholarships are available to a library staff member who meets the following criteria:

  • Currently employed in a WILIUG member library/consortium
  • Willing to participate in a future WILIUG conference to share knowledge gained
  • Provides proof of registration for this year’s national IUG Conference
  • Has not been a WILIUG scholarship winner in in the past 2 years

For more information and to view the form click here.

Discovery and Metadata Librarian – Marquette University

MARQUETTE UNIVERSITY LIBRARIES

Discovery and Metadata Librarian
The Discovery and Metadata Librarian supports metadata creation, analysis, enrichment and maintenance to enhance discovery and access to the Libraries’ collections, which include the institutional repository, special collections, print, serials, audio/visual, electronic resources, and digital scholarship projects. This position reports to the Coordinator of Acquisition and Discovery Services and the Coordinator of Digital Access and Metadata Services.

Responsibilities:

  • Develop, implement, assess and refine cataloging workflows, policies, and procedures, in collaboration with the Coordinator of Acquisition and Discovery Services
  • Prepare record sets and perform the batch loading of MARC and non-MARC records
  • Provide and maintain ongoing access to e-book collections
  • Review, test and resolve problems with description, retrieval and display of bibliographic records in the catalog and discovery service interfaces in consultation with Library Information Technology, Resource Management and Research and Instructional Services Departments
  • Perform automated and manual catalog maintenance projects including global editing, record enhancement, and batch deleting of records
  • Perform original and copy cataloging of materials in all formats, in accordance with appropriate national and local standards
  • Participates in metadata creation, harvesting, manipulation, and enrichment projects for digital content
  • Participate in training staff and preparing effective training materials
  • Contribute to and learn from the profession through such avenues as local, state and national professional organizations, presentations and publications

Required Knowledge, Skills and Abilities:

  • MLS from an ALA accredited institution
  • Minimum 2 years recent related experience
  • Experience with integrated library system (e.g. Sierra) cataloging module functions
  • Demonstrated knowledge of RDA, LCSH and LC classification, authority control, and MARC and non-MARC metadata formats and standards (Dublin Core, EAD, MODS, METS, etc.)
  • Excellent oral and written communication skills
  • Ability and willingness to work with colleagues in collaborative and team environments, as well as independently
  • Excellent analytical and problem-solving skills
  • Demonstrated commitment to diversity
  • Commitment to professional development

 Preferred Knowledge, Skills and Abilities:

  • Knowledge of data manipulation tools such as MARCedit
  • Experience with XML and XSLT
  • Working knowledge of a Western European language

Marquette University is an independent, Catholic, Jesuit doctoral-granting institution with an enrollment of 12,000 located near downtown Milwaukee. Two adjacent and connected library buildings seat 2,150 and house a 1.7 million volume collection, 500 networked resources, and over 22,000 electronic journals. www.marquette.edu/library/ 

Marquette offers an outstanding benefits package including competitive health and other insurance policies, 4 weeks of vacation and tuition remission for employees, their spouses and dependents.  http://www.marquette.edu/hr/documents/2016MarquetteSummaryofBenefitsFaculty.pdf

For full consideration, submit application online by December 14, 2018 to the University’s application site:

http://employment.marquette.edu/postings/10616

Fall Meeting – Friday, November 16, 2018 – Gateway Technical College – Racine Campus, WI

Registration is now open for the WILIUG Fall Meeting – Friday, November 16, 2018 – Gateway Technical College, Racine, WI.  Click here to register!

LOCATION

WILIUG’s Fall meeting will be held Friday, November 16th, in the Michigan Room at the Racine Campus of Gateway Technical College at 1001 S. Main Street, Racine, WI 53403.

This is a half-day program with an optional lunch afterwards. The half-day program is included in your library’s WILIUG membership; there is no individual registration cost.

AGENDA
9:00 – 9:30 AM Registration and Breakfast
9:30 – 9:45 AM Welcome and WILIUG Business Meeting
9:45 – 10:35 AM Innovative Roadmap (Dennis Carter, Michael Macenas)
10:50 – 11:40 AM George Quaye from Shoutbomb, LLC

Join me to talk about how we can enhance your literacy program using text messaging in partnership with colleagues from the Center for Childhood Creativity at the Bay Area Discovery Museum. I will introduce Voice4Library to enhance another channel to your patrons with telephone circulation notices. Let us show you how to grow your reach to patrons with text messaging outside of the circulation notice with Text4Library.

Links to George’s presentations:
https://drive.google.com/open?id=1B_y6b3mEanrjs-8VQc8kxPHyrymUzm_y
https://drive.google.com/open?id=1xMnbQ2D8zR8vdBb3F_W9X-2UW3bvLYf3

11:40 – 12:30 PM Jeremy Andrykowski from Unique

Unique Patron Service Solutions – At Unique we provide fully-managed and branded call center and live chat support services designed specifically for libraries. Working seamlessly with Sierra and Millennium, we provide efficiency through our work with progressive libraries and with Unique’s unmatched quality assurance. In this program we will discuss the virtual services and evaluate time, cost, and quality of service customized for your library.

Link to Jeremy’s presentation:
WILIUG – Presentation Share -JA – Nov2018

12:30 – 1 PM Library tour
1:15 PM – 2:30 PM Optional Birds of a Feather lunch at Blue Bear Eats.  Attendees will place orders in advance as part of registration, which will permit optimal service and payment processes by the restaurant.

PARKING

Plenty of free parking.

Click here for larger map and directions

Building map: We are are in the Michigan room of the Racine Building

Not a member yet? Join here.

2018 Conference Presentations

Presentation information uploaded here as it is received from the presenters.

Certifiable Catalogers
Certifiable Catalogers (PDF)
Catalog Certification Retreat (DOCX)
Cataloging Exercise (PDF)

Polaris Forum

Moving to Hosted
Moving to hosted 2018 (PPTX)
Post Event Checklist (DOCX)

Changing the Rules: from owning library to lending library
Changing the Rules (PDF)

Personalizing Polaris Notification Emails
Polaris email notices (PDF)

Global Update
Global Update (PPTX)

Polaris SQL Hacks
WILIUG SQL Searches(PDF)
What Makes up an SQL Query (PDF)

Sierra Forum
Sierra Forum recap (DOCX)

This Call May Be Monitored for Quality Assurance…
This Call May be Monitored for Quality Assurance…(PDF)