fireside chat 2020-08-04 · 8/4/2020 · 8/4/2020 7 topic = "new switch games"...
TRANSCRIPT
8/4/2020
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SWAN FiresidePoolside Chat
August 4, 2020
SWAN Poolside Chat
August 4, 2020
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8/4/2020
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From Pandemic to Progress
TopicsPROGRESS
• Tactical Plan Highlights• Aspen – Online Public Access Catalog review• Exploratory Research Phase
• EBSCO Updates• EBSCO App• EDS/Article Search
• Baker & Taylor Rental Collection – BLUEcloud Acquisition
• SWAN100 – Welcoming our newest libraries• Migration Timeline
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PANDEMIC
• Action Recap: • Timeline review
• Look to the future
• Reminders: FF4N, Expired Holds
• Library Services Updates
• By the numbers
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2020 Tactical Plan Highlights
April – June 2020
Implement parallel discovery platform
Develop audio‐visual (AV) Item Type recommendations for SWAN100
Establish uniform parameters for fine free
Continue BLUEcloud Staff interface pilot & targeted deployment
Continuing work
Standardize the management of holds for New Items (Clarity Recommendation)
Pilot BLUEcloud Acquisitions + Baker & Taylor rental
July – September 2020
Support & Promote EBSCO group‐purchase
Add three libraries to SWAN– “SWAN100 Project”
Build “your library statistics” monthly report
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Read full Tactical Plan on SWAN support siteAbout > Mission, History, Objectives > Strategic Objectives > Tactical Plan
https://support.swanlibraries.net/tactical‐plan
Aspen Discovery
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• Open‐source discovery platform/OPAC
• Highest score in the SWAN Discovery Platform Evaluation (March 2020)
• Exploratory research & testing phase began in mid‐May 2020
https://support.swanlibraries.net/aspen
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Implement Parallel Discovery Platform Goal Milestones
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Milestone Target Start Target Complete Done?
Aspen Test System Installation May 2020 June 2020
Create Personas & User Stories May 2020 June 2020
Search Query Set May 2020 June 2020
Expert Review & Configuration June 2020 TBD
Usability Testing – Library Staff May 2020 TBD
Usability Testing – Library Patrons Dependent on test system configuration TBD
Recommendation to SWAN Board Q4 2020
Phase 2 ‐ Pilot Phase Dependent on Board discussion & decision
Aspen vs. Enterprise: Relevancy Showdown!
• DUX and cataloging advisory compared keyword searches in Aspen and Enterprise
• Used a set of patron personas to develop keywords
• Recorded the position of known items in the results (e.g. 2nd result)
• Recorded the number of relevant results in a topic search (e.g. 10/25)
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Measure Enterprise Aspen
Mean 11.5 1.9
Median 2 1
Below 1st 66.7% 39.4%
Below 5th 25% 6.1%
Below 10th 19.4% 0%
Relevancy scores forknown item searches
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Series = "ladies detective agency"
Enterprise Aspen
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115 2
Keywords: "ladies detective agency", format book, looking for the 2nd book in the series
Popular Title = "alexander hamilton"
Enterprise Aspen
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Keywords: "alexander hamilton", first format in results, looking for the Ron Chernow biography but not sure of the author
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Topic Searches
Measured precision by ranking the top 5 results in the search
• Relevant
• Near
• Misplaced
• Irrelevant
...and feeding through a fancy spreadsheet formula
Precision scores for topic searches
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Measure Enterprise Aspen
Strict (Rs) 52% 67%
Loose (Rs, Ns) 62% 74%
Permissive (Rs,Ns, Ms)
82% 87%
Author/Director = "steven spielberg"
Enterprise Aspen
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0 movies in top 5 5 movies in top 5
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Topic = "new switch games"
Enterprise Aspen
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3 Nintendo Switch games in top 5
1 Nintendo Switch games in top 5
Note: Nintendo Switch format shows as "Software" ‐ there is likely some additional configuration to do
Aspen: What's Next?
• Set up for 4 individual library catalogs for testing:• Oak Park• St. Charles• Elmwood Park• National University
• Configuration training for SWAN staff
• More updates in Poolside Chats, User Groups, and the Support Site
https://support.swanlibraries.net/aspen
We'll share links after the initial development is complete!
Until then checkout:
• Arlington Public Library (VA)• AspenCat (CO)• Anne Arundel (MD)
...and just, keep in mind, Aspen is highly customizable. What you see is not necessarily all you get!
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EBSCO app in the app store
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Hit the Get started button
Find your library Search by name Uses browser to login
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Open Athens remote login Popular content page Search with limiters Limit by date
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Read now button Select format Read PDF Anonymous researcher
EBSCO SWAN Group Update
• Students in school with public library cards can use the EBSCO databases either remotely or at the school.
• October 7, 2020 from 1‐2 PM an introduction to EBSCO statistics.
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What next?
• Vendors knocking on our door
• ProQuest• Ancestry• Chicago Tribune
• Outline information gathering process so that we can work together to save money and expand access to resources
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Baker & Taylor Rental Collection (R&D)
Goal: B&T configuration and processing expertise to assist member libraries
• Consistency in recommendations for carts/holding codes
• Guidelines for processing procedures
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Goal: Extent holdability for new items through open SWS collection
• Titles will be selected from high demand holds
• Sent to members in ILL to fulfill holds
• Experiment with floating collections
Goal: Test functionality and gain expertise in BLUEcloud Acquisitions
• Collection managed through BLUEcloud Acquisitions
• Develop expertise and documentation
Baker &Taylor Symphony ILS BLUEcloud Acquisitions
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BLUEcloud Acquisitions
Fall 2020
• SWAN Headquarters testing in production (B&T Rental)
• New Libraries will be using BLUEcloud Acquisitions (Glenside, Roselle, Warrenville)
2021
• Phased migration of existing Acq SWAN libraries to BLUEcloud Acquisitions
• Invitation for other non‐Acq libraries to use
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Do you know what OHM is and that SWAN built it?• OCLC Holdings Manager
• Replaces OSMOSIS (TMQ) 20 year process for Illinois libraries
• Updates OCLC holdings in WorldCat through api set/unset holdings, based on comparison of consortium’s bibliographic catalog
• Bibliographic Expertise/Design: Scott Brandwein
• Developer: Rudy Host
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Processed: SWAN CCS PrairieCat
Up next:• RSA• Pinnacle• SHARE (IHLS)
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WorldCat Holdings
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SWAN100 Migration Timeline
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Join SWAN
• June 2, 2020
Load Policies
• August 5, 2020
Test Data
• August 28, 2020
Tech Freeze (New)
• November 23, 2020
Prod Bib Load
• November 30‐December 6, 2020
Reindexing(Off‐Line –ALL)
• December 5‐6, 2020
Patron/Circ Load
• December 6, 2020
Offline (New)
• December 7‐8, 2020
Go Live
• December 9, 2020
Date for full re‐indexing is not finalized. The rebuild will require all libraries to be in off‐line during this process.
New policies will be visible in production. Welcome GSD, ROD, WVD to the family!
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Action Recap & Reminders• [Ongoing] Local Holds Only (more libraries restarting next week)
• Holds placed by CHICAGO_P & NONSWAN_RB profiles will no longer be automatically suspended after 7/7 (local decision on whether to fill)
• ILL_LIBS (non‐SWAN patrons) will be added to resource sharing group to restart hold fulfillment in Sept.
• Clean Hold Shelf processing should follow new Manage Hold Shelf procedures
• 1st Overdue notices now sent at 14‐days overdue instead of 7 (will revisit in August)• No print overdue notices (email, text, voice only)
• Patron records with expiration dates between 1/1/2020‐9/7/2020 extended to 9/8/2020 (some libraries excluded specific profiles) [Further extensions, by request, per library]
• Online‐only cards extended to August 31, 2020 [Libraries can review/extend, as appropriate – see https://support.swanlibraries.net/documentation/68769]
• Unfilled holds with an expiration date of March 16 – September 6, updated to 9/7/2020 [Further extensions, by request, per library] 25
8/4 ‐ Timeline for restart of ILL/RBP
Overdue, Courtesy,
Autorenewal Notices
Custom Long Overdue (removes lost items > 365
overdue)
Billing Notices
ILL in SWAN starts for some
Libraries resume resource sharing
ILL in SWAN for some
RBP Resumes & full ILL
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June 1
June 26
July 7
July 7 for some Aug 12
6/22 Reports sent and News Post Reminder for
final Shelf Check
Opt‐in Sept 9
Resume Hold Notifications 7/1, 7/8, 7/15, 7/29, 8/5, 8/12, 8/19, 8/26, 9/2
Collection reports will not resume until September.
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Looking to the future (September, Pre‐holidays, start of 21?)• Reset pick‐up anywhere to pre‐COVID settings
• Reset Enterprise catalog search scope to pre‐COVID settings (now set to local catalog by default)
• Return to full resource sharing and pre‐COVID circ/hold maps for all
• 1st Overdue notice sent at 7 days
• Keep Hold Pick‐up Notices at 2 PM daily, run once a day (patrons can view online account in Enterprise or mobile app for more frequent updates)
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Support Questions & Reminders
Fine Free for Now (FF4N) –patrons are blocked when any item is overdue at 14 days
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Expire on Hold Shelf report – now running daily for all libraries
This report is necessary for the Hold Shelf Manager wizard to work properly.
The report ensures items move on to the next patron rather than trapping again for the same patron.
Remember items remain in their current hold status until they are checked in.
No overdue fines, no accrued fines on account
Block at 14 days overdue. You can’t do anything else until you bring those things back. Basically a 2‐week grace period.
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Library Service Status Updateshttps://support.swanlibraries.net/members/library‐services‐status
1. Reopening/closing status
2. Curbside offerings
3. Patron communications & Enteprise
4. Circ policies and Fine free status
5. Resource sharing and delivery status
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Library Services Recaphttps://support.swanlibraries.net/members/library‐services‐status
• 64 SWAN Libraries resumed resource sharing as of 8/4/2020
• ~70 SWAN Libraries have building open to the public in some capacity
• 93 SWAN Libraries resumed delivery service
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June/July 2019 vs 2020
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21% of 2019
22% of 2019
26% of 20194th Holiday wk
42% of 20191st full wk July
48% of 20192nd full wk July
52% of 20193rd full wk July
53% of 20194th full wk July
Checkouts in last 14 days – Snapshot 8/3
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6 libraries > 10,000 checkouts13 libraries > 5,000 checkouts51 libraries > 1,000 checkouts60 libraries > 500 checkouts83 libraries > 100 checkouts
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5 libraries > 5,000 checkouts32 libraries > 1,000 checkouts51 libraries > 500 checkouts76 libraries > 100 checkouts
12 libraries > 5,000 checkouts48 libraries > 1,000 checkouts58 libraries > 500 checkouts82 libraries > 100 checkouts
July 6 Reporting
July 20 Reporting
Doubled between July 6‐July 20.25% increase between July 20‐Aug 2
August 2 Reporting6 libraries > 10,000 checkouts13 libraries > 5,000 checkouts51 libraries > 1,000 checkouts60 libraries > 500 checkouts83 libraries > 100 checkouts
Review Library Services Status Complete Library Status Update & Services Request Form as services change (as often as needed)
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Library Checklisthttps://support.swanlibraries.net/members/library‐services‐status
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Send questions to our online ticketing system at [email protected]
Visit the SWAN Support Site for access to recorded sessions. https://support.swanlibraries.net
Submit a request for additional training topics. Help > Request Forms > Request Training or Consultation
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Questions & Follow‐up
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