Next Generation Melvyl Pilot: Communication Survey Results

Thursday, December 20th, 2007 | Category: General, Bibliographic Services

By Ellen Meltzer, CDL Information Services Manager

A survey was undertaken to learn from the campuses 1) their preferred methods for learning about the Next Generation Melvyl Pilot project; 2) their desired format for the content of communications; and 3) the frequency and timing of reports.

In brief, the majority of users chose email updates as the preferred method of communication. Respondents primarily want overviews with potential impacts, digests, overviews, and links to detailed reports of the pilot.  When asked how often they would like to receive information about the project, respondents expressed an equal preference for 1) monthly reports and 2) when milestones are reached.

Detailed findings and recommendations are available at:  http://libraries.universityofcalifornia.edu/about/oclc_docs/NextGenerationMelvylPilotFindings.doc

Zotero now works with Melvyl; LibX browser toolbar updated

Tuesday, December 18th, 2007 | Category: General, Bibliographic Services

By Steve Toub, Bibliographic Services Strategist

Zotero is an innovative citation manager that works in tandem with the Firefox web browser.  One of the enhancements to the software underlying Melvyl, which went live recently, made it possible to have Zotero import citations from the Melvyl interface.  [Note: if you are still seeing the previous behavior in which Zotero was unable to import citations from Melvyl, do the following: in Zotero’s preferences, go to the “Advanced” tab and select “Rebuild Translators Table”.]

Like EndNote and RefWorks, Zotero is able to collect citations from many databases.  Some of the features that Zotero has that EndNote and RefWorks currently lack include:

  1. Ability to index PDF files, enabling full-text searching of articles in your local collection.
  2. Ability to store image files and archived web pages.
  3. A full-fledged research tool, not just a citation manager; it is possible to include freeform notes as well as highlight and annotate archived web pages.
  4. Intuitive user interface.
  5. Integration with Google Docs and OpenOffice.org (in addition to Microsoft Word).
  6. No purchase cost to the library or the user.

However, Zotero only works in tandem with Firefox and it outputs to far few citation styles–eight at the moment, including APA, Chicago, and MLA–compared to the hundreds of citation styles supported by EndNote and RefWorks.

If you are new to Zotero, the introductory screencasts provide useful tutorials that demonstrate Zotero functionality.

Separately, CDL updated the Melvyl Catalog and UC Libraries Edition of the LibX browser toolbar.  This release includes the ability to search WorldCat.org and a version of the toolbar for Internet Explorer.  More information on LibX, including instructions for installation are available at:
http://melvyl.cdlib.org/F/?func=file&file_name=help-libx-uc-cdl90

CDL is interested in your feedback about both Zotero and LibX. Send your comments and questions to Steve Toub (steve.toub@ucop.edu).

Next Generation Melvyl Pilot – Women and Men at Work

Tuesday, December 18th, 2007 | Category: General, Bibliographic Services

By Ellen Meltzer, CDL Information Services Manager

Ongoing work
The early Next Generation Melvyl Pilot (supported by the WorldCat Local [WCL] Service) task groups focused on back-end services, such as how records, holdings and circulation information will be displayed in WCL, as well as Request (interlibrary loan), linking via UC-eLinks (the SFX service) and how to handle the mass digitized content from UC’s collections.  Intense planning with the OCLC teams is ongoing.  Several OCLC staff members flew out to Oakland from Ohio in late October for a packed series of meetings with task group members from several UC campuses and the California Digital Library (CDL).  These face-to face meetings moved the project on considerably.

New task groups formed
Two recently formed task groups have begun to focus on public service directions.  A Help and End User Support Task Group is tackling questions having to do with onscreen links, help, and feedback issues in the new environment.  Work the task group has already completed is available on UC-OCLC Implementation Web site.  As with other groups, their work has been fast and furious.  In addition, an End User Communication Task Group has been charged and has begun its work.  Coming soon — an Assessment Task Group.

You can see charges and reports under Task Groups Charges and Reports on the UC-OCLC Pilot Implementation Web page:

The Implementation Team asked you how you’d like to be kept informed    
The Implementation Team realized it wanted some concrete feedback from the campuses about how you’d like to be kept informed about this important pilot project.  We conducted a brief survey from November 1-30 that provided us with information about how to most effectively reach you, what kind of information you’d like to receive about the pilot, and how often you’d like to hear from us. 323 people responded from all 10 campuses and the CDL. Briefly, the top 4 desired methods of hearing from us are via

(RSS feeds, staff meetings with campus senior library management, online videos and presentations, blogs, social networking sites followed.)

The top 4 types of information you’d like to receive are

  • Overviews with a focus on potential impact
  • Digest of reports
  • General overviews of all topics
  • Links to full, detailed reports. 

Dropping lower in the responses are “in-depth information one topic at a time”, and “news about only milestones and deadlines”.

Desired frequency of receiving reports was divided equally between “monthly” and “when milestones are reached”, and “immediately as information happens” following after.

A number of submitted comments are still to be analyzed, and a full survey report will appear in CDLINFO.

The Implementation Team made visits
Campus visits by Implementation Team members describing the pilot have been completed or are planned on the following dates:

  • UCB – TBD
  • UCD – June 18, 2007
  • UCI – December 3, 2007
  • UCLA – December 17, 2007
  • UCM – November 16, 2007 LAUC Assembly
  • UCR – December 14, 2007
  • UCSD – November 30, 2007
  • UCSF – September 17, 2007
  • UCSB – October 4, 2007
  • UCSC – TBD
  • CDL – November 1, 2007

Detailed workplans and timelines
There are a number of actions that each campus will need to take in preparing for the pilot.  The Lead Implementers (UCB, UCD, UCLA, and UCSD) have the heaviest commitment but every campus will need to invest some time and effort.  The Implementation Team and its Task Groups will be working with each campus to complete these tasks between now and April 2008.  For each campus, a workplan (under Updates on the Web site) gives more detail about the tasks to be completed before the pilot.  Related documents can be found here:

Again, thanks
UC librarians and staff participating on the task groups have displayed hard work above and beyond the call of duty, dedication, creativity, and flexibility in moving this Next Generation Melvyl search and discovery tool forward.  As one survey respondent said, “Go, team, go!”

Improved access to items within Request added Nov 27

Wednesday, December 5th, 2007 | Category: General, Bibliographic Services

By Sherry Willhite, CDL Request Project Manager

Request uses simple rules to determine item availability and these work as intended the majority of the time. For example, the Request service checks journal holdings using “start year/end year” and assumes that everything between those years is available. For other materials, like books, Request interprets the circulation status “Circulation information is unavailable” obtained from the home campus by Melvyl as “available on campus”.  When the user clearly sees that her campus does not have vol. 17, issue 9, the Request message stating the item is available at the home campus is a roadblock.

The new button within Request, “Process as an Interlibrary Loan; this item is not available at my home campus” removes the roadblock for these items and allows users to get past the availability issue to continue with their Request.  Items in this category are currently sent to the home campus ILL unit for review. Request includes the home campus holdings in the information forwarded with the citation, to make it simple for the ILL staff to review the request and determine if it should go forward.

This is the first Request function to be available on a campus-by-campus basis. Eight campuses elected to participate in the November 27th rollout, with UCSD and UCSF opting to wait until 2008. The participating campuses have two options for handling these items, they can choose to have ILL staff review each item, or they can send these items directly to the first ILL lender with the rest of the ILL requests. At this time all campuses have chosen to review the items.

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