Continuing Education Online

Local Holdings Maintenance, Part 1, April 24, 2008, Thursday, 1:30-3:00PM (review recording)
This webinar will introduce library staff to the basics of editing Local Holdings Records (LHRs) through the OCLC Connexion Browser. We will discuss the implementation of MARC 21 format in OCLC, and demonstrate the steps required to update LHRs. In Part 1 the focus is on LHRs created by the automated migration from Passport UL, and trainees will learn how to update and delete holdings currently in the system. This webinar will include live demonstration of updating in OCLC Connexion. Handouts for Local Holdings Maintenance - Part 1

Local Holdings Maintenance, Part 2, May 1, 2008, 1:30-3:00PM (review recording)
This session will expand trainees knowledge of Local Holdings Record maintenance though the OCLC Connexion Browser. Through live demonstration and excercises, we will learn how to create new LHRs either from scratch or by deriving a new LHR from an existing one.

Who should attend?: Library staff responsible for updating their library's Local Holdings in OCLC.

Prerequisites: Must have taken Local Holdings Maintenance - Part1. It is strongly recommended that staff have viewed the OCLC Local Holdings Tutorials covering creating and deriving LHRs in the Connexion Browser.

Download handouts for Local holdings Maintenance - Part 2

Connexion Client Keeps Getting Better and Better, April 3, 2008, 1:30-3:00 (review recording, ID: 8TQK54)
This first in a series of joint webinars with MINITEX highlights a variety of enhancements from recent versions of the OCLC Connexion Client. Do you know about all the new display options and navigational changes? And the OCLC supplied macros that are a cinch to use and can save you time? Did you know that genre headings can now be controlled? How about importing and exporting records in Dublin Core? Come learn about all this and more! We'll also cover what you need to know to upgrade to the newest version 2.1. download handout.

QuestionPoint Enhancements Online Series to introduce and demo all the latest major QuestionPoint updates installed on March 2nd, 2008. These enhancements will have a significant impact on your patrons use of the QuestionPoint service and further the ease the experience on the librarian side. The latest enhancements include the chat widget, the elimination of Asterisks and more robust Spam tools.

• Spam fighting and Reports (review March 24, 2008)
  
• Forms creation and the Chat2 interface (review March 17, 2008)
  
• Qwidget and Asterisks (review March 10, 2008)
  

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AskAway Training/Refresher Online, February 22, 2008

AskAway Best Practice

2008

April 24 (view recording, ID: B6RR6N-080424)
Topics: Business update; Fall launch of AskAway test in select Wisconsin schools; Update on public relations activities including the summer YouTube contest and the newsletter; Recommended sources for responding to technology/computing questions/new media questions; Some general best practice reminders; Transcript review

March 20 (view recording, ID: B6RR6N-080320)
Presenters: Charlotte Bruce of Olney College will discuss her experiences with AskAway and her incorporation of the Qwidget into Olney's services. She is one of the first Qwidget adopters in IL and will have wisdom to share with those that are ready to build a Qwidget! Ellen Schmid and Lynnette Singh of Geneva Public Library will discuss Practitioner to Practitioner Iming and Transferring questions while monitoring AskAway IL post grant information.

February 21st (view recording, ID: B6RR6N-080221)
Our next Best Practices web session will discuss the role and responsibilities of QuestionPoint backup librarians.
Guest speaker John Dey of the Racine Public Library will share his experience as a QP backup librarian.

Additional topics to be covered will include:

• Discussion of QuestionPoint statistics past, present and future,what statistics do you find useful.
• Business update
• Discussion of Qwidget implementation
• PR update
• User's group update
• Review of chat transcripts

January 17th (view recording, ID: B6RR6N-080117)
Guest speaker Margaret Heller of the University of Illinois will discuss " Using informed understandings of social networking to market virtual reference successfully".

Natalie Tagge will review the appropriate uses of QuestionPoint follow-up codes. Plus it's the first Best Practices session after ALA Mid-Winter so look for some enhancement announcements too.

2007

December 20th
Wisconsin hosted the December session. Presentation QP BP Dec 20 2007.ppt
Department of Public Instruction Curriculum Resource guide to website
Curriculum Resource Center Links.doc

November 16th
Wisconsin hosted the November session.QP BP November 16 2007.ppt
Guest speaker Connie vonderHeide of the Wisconsin State Law Library shared pointers on effective use of legal resources.Mark Beatty provided an update on the upcoming PR campaign, the new spam email filter offered by OCLS and the upcoming widget to be released by OCLC, probably in January. Martha Berninger highlighted a series of recent chat transcripts.

October 25th
Illinois hosted the October session Best Practicesoctoberchanges.ppt Bruce Brigell discussed doing effective follow-up in QuestionPoint.Natalie Tagge reviewed the importance of policy and profile pages and methods to combat spam.

September 20th
Illinois hosted the October sessionSusan McGlamery of QuestionPoint shared information on new developments, ;and answered questions. We talked about quality and contributing to the cooperative.

August 16th
Wisconsin hosted the August session. QP BP AUG 07.ppt
• Walked us through a business update
• Debriefed about the July 24th Virtual Reference marketing seminar with Buff Hirko
• Bit of "jargon-watch", discussing the importance of using language that connects with our patrons/clients/customer/end-users
• Talked about the next steps in creating a local knowledgebase for Wisconsin
• Reviewed recent chat transcripts

July 19th
Wisconsin ;hosted the July session Tom Carson talked about how the Kenosha Public Library works with the press to ensure great coverage on Ask?Away and other library programs.Joy Schwarz gave an update on the most recent activities of the national QuestionPoint User Council.Mark Beatty shared a business update and inform us on how chat shift monitoring functions.We covered transcripts, and Joy Schwarz acted as gues narrator, walking us through a recent difficult session she handled beautifully.

June 21st
Illinois hosted the June sessionHere's the PowerPoint shows from the web conference: BestPractices 062107a.ppt and AAbestpractices.ppt

Debbie Aggertt, Martha Farley Berninger and guest speaker Loretta Broomfield and a host of other colleagues discussed: QuestionPoint updates and enhancementsShared Follow up guidelines and remindersDescriptive codes, when to use them and when not to -Resolution codes'The Good, the Bad and the Ugly'/Martha BerningerReference resources/Guest speaker/Loretta Broomfield';It's all about Them: Virtual Reference Marketing/MadisonCollaborative Virtual Reference Symposium/Denver

Want/need PowerPoints or notes from earlier sessions We can easily share PowerPoints and notes from earlier sessions once the two week archive expires.Please send a note to martha.berninger@dpi.state.wi.us and be sure to specify the date of the session, or the primary topic of discussion.Here's the PowerPoint from Joy Schwarz's presentation on using Del.icio.us tags for sharing web reference resources--Using del.icio.us iin AskAway.ppt

Recorded past Web Conference sessions
Best Practices, September 21, 2006
Chatting with Teens: a short survival guide; Louise W. Greene, Rolling Prarie Library System, Decatur, IL, Virtual-060921.wmv

Best Practices, January 18, 2007 Tripping Over Reference; Bill Pardue, Arlington Heights Memorial Library, Virtual-070118.wmv

Best Practices, May 17, 2007 State Governments information portals and resources; Loretta Harmatuck, Government Services Librarian, Wisconsin Reference and LoanAbby Swanton, Wisconsin Document Depository Librarian, Wisconsin Reference and Loan, Virtual-070517.wmv

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Connexion Editing Techniques Sessions

May 13, 2008: Authorities and Identities
with Victor Gorodinsky and Jane Richard (recording)

In this session designed mainly for catalogers, NOT just authoritarians, Victor Gorodinsky, cataloger at UW-Madison Memorial Library, will give a whirlwind tour of authorities, authority records, and authority control. The session will include information on how to search for authority records and how to interpret them. In addition, Victor will give an overview of how he establishes new authorities as a cataloger at a NACO- and SACO-certified institution. Questions and participation are highly encouraged.

In the second part of the session, we'll show how good authority control helps patrons. We'll also look at how authorities, in combination with FRBR concepts, have been leveraged for use in the innovative new project, WorldCat Identities.

March 11, 2008:
Local Holdings Offline Product (formerly known as SULOP)
with Jane and Nichole (recording)

For libraries entering local holdings data manually through the Connexion browser interface, or who have or will submit their MFHDs to OCLC for an automated batchload to WorldCat. Individual libraries can order a tab delimited file of all of the local holdings they currently have in WorldCat. Once produced, the tab delimited file will be available for download and can be imported into a spreadsheet package. There is no charge for this report.

At this session, we’ll look at the order process and an actual file and how to manipulate it, along with how libraries might use this information. If time allows, we'll also look at local holdings records themselves and give an overview of how to maintain.

A Quick Reference guide is available online at www.oclc.org/us/en/support/documentation/localholdings/offlineproduct/lhm_offlineproduct_quickref.pdf and covers the order process, how to download the file, and information on how to import the file into Microsoft Office Excel.
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February 12, 2008: Working With Local Files in the Connexion Client
with Nichole Fromm, see Nichole's slides or recording view with IE.

Local files can be used to save bibliographic and authority records, to
create and store bibliographic and authority constant data, to set
actions on records, and enter searches for batch processing. Local files
are located on one workstation or can be located on a network drive for
shared access. Effective use of local files can increase the efficiency
of just about any cataloging workflow.

In this session, we'll cover:
• Creating and deleting local files
• Configuring and using batch processes
• Exporting records from a local file
• Backing up and restoring data
• Basic troubleshooting

Read more about Local Files on the OCLC website

December 11, 2007: Local Holdings Maintenance(see Jane's powerpoint slides)
OCLC Local Holdings helps you maintain accurate, current holdings information in WorldCat, particularly for serials, but it can be used for any kind of library material. Besides providing your library's exact holdings, you can indicate item-specific copying and lending policies and scope of coverage, making resource sharing staff very happy.In the December Connexion Editing Techniques, we'll go through the process of creating and editing local holdings through the browser interface. And, if you miss SULOP (the offline product), there'll be a sneak preview of its replacement, called Local Holdings Offline Product (LHOP). OCLC has not yet set a rollout date, but the format of the file has been established-- individual libraries will be able to order a tab-delimited file of all the local holdings they have currently in WorldCat, with data elements from the bib record and the LHR. Read more about Local Holdings Maintenance on the OCLC website—tutorials, quick reference, tag charts and more
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November 13, 2007: Searching WorldCat Tips
Remember when the only way to search WorldCat was to remember the mysterious codes of derived searching? 3,2,2,1; 4,3,1, =5,3,1....
The OCLC Connexion interface introduced many more possiblities, such as expanded Boolean operators (and/or/not/with), wildcards, truncation, and precise indexes to the MARC record. Join the July editing techniques session for a tour through some of the options, and tips for finding those difficult items. (see Jane's powerpoint slides)
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October 9, 2007: Contant Data, Macros, Text Strings
Constant data, macros, text strings (Connexion client)
Let the computer do the drudge work of repetitive keying, as well as saving yourself from the worry of spelling and tagging errors. This session will go over the application of these tools, and locating the documentation for creating them. As time permits, Jane will demonstrate the steps involved. www.oclc.org/support/documentation/connexion/client
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September 11, 2007: WebDewey: Basic Overview with Libbie Crawford — scheduled, but cancelled.
Basics will cover searching, browsing, and  the anatomy of a record and HELP! (WebDewey / Search WebDewey)
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August 14, 10:30-11:30: Connexion Editing Techniques: Customizing the Connexion Client
Customize the Connexion client software to streamline your workflow and improve your cataloging experience. Topics covered include: How to customize the desktop and displays through fonts, toolbar icons, and column headings; Customizing options for greater control, such as assigning keystrokes to commands, local batch settings, and choosing export characteristics
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June 12, 2007: Connexion Editing Techniques: What’s new in Connexion?
OCLC's Connexion is going through many changes this summer, most significantly, the RLIN catalog is merging into WorldCat and Connexion 2.0 will be released sometime around June 25. Tune into the next WiLS OCLC Connexion Editing Techniques for an overview of the RLIN migration and to see the institutional records that have already been added to WorldCat. It's a little too early to see a demo of Connexion 2.0, but Jane will be able to show a few advance screen shots and go over some the promised features.WilS OCLC Connexion Editing Techniques is a monthly webinar designed to provide Connexion users news, tips and demos in manageable hour-long sessions. Watch the session at your computer and join in the audio with a conference call.
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February 13, 2007: Local Holdings Maintenance
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January 9, 2007: Labels in Connexion Client
Connexion Editing Techniques session on printing labels from Connexion client (see Jane's slides) The Connexion client automatically creates labels for a displayed bibliographic record retrieved from WorldCat or from the save files. You can edit the record to format the label or edit the label directly, and then print singly or a group, immediately or in a batch.

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November 14, 2006: OCLC Connexion Browser demo (see Janes powerpoint slides)
There are 2 choices for Connexion interface, one Windows-based (referred to as the client) and one web-based (called the browser). Both offer powerful searching and editing features, and the online cataloging save file is shared by both services—an institution isn't limited to using one interface or the other. Learn about the browser's other features in this hour-long session. www.oclc.org/connexion/interface/browser/default.htm

September 12: REVISED: Constant data, macros, text strings.
Let the computer do the drudge work of repetetive keying, as well as saving yourself from the worry of spelling and tagging errors. This session will go over the application of these tools, and locating the documentation for creating them. As time permits, Jane will demonstrate the steps involved. www.oclc.org/support/documentation/connexion/client

August 8: Searching (See Jane's PowerPoint slides)

May 9, 2006: Connexion 1.60 Preview
View statistical data summarized at the institution level and divided by authorization number and interface (Connexion browser and Connexion client). There are two views for the reports: Usage Report, which summarizes the activity into broad categories, and All Activity, which shows all available statistics. The statistical categories include: WorldCat Searches, WorldCat Browses, Update Existing/New WorldCat Records, Produce Existing/New WorldCat Records, WorldCat Exports, plus many more. Check them out here: www.stats.oclc.org/cusp/nav
Use any OCLC authorization and password from your institution.

March 14, 2006: Mixed bag features of Connexion client 1.50: including accession list printing, spellchecker, and settings available in options. (WAS Constant data) In this abbreviated session, we'll go over how to use some of the new features in Connexion 1.50.  (Jane's powerpoint slides )

February 14, 2006: Control Headings: A brief overview and demonstration of the control headings feature in OCLC Connexion, which is available in both the client and the browser versions. This lets you link a heading in a bibliographic record or workform in WorldCat or the online bibliographic save file directly to a corresponding Library of Congress authority record, if available. Once you control a heading (and replace the master record), Connexion automatically changes the heading if the linked authority record changes.
As time permits, we'll discuss tricky scenarios and questions of workflow. (Jane's powerpoint slides )

January 10, 2006: Batch processing with Connexion client 1.50 (Jane's powerpoint slides )
As an alternative to interactive searching and processing record actions, use the new and improved method of batch processing in Connexion.
•Automatically search WorldCat and LC authority file, and the records are delivered to your local file
•Perform online record actions, create labels and export, all using the batch process
•Search keys and action commands are stored until you are ready to have Connexion process them
•Run processes on multiple local files at once
• New option! Shortcut to batch set or delete holdings by OCLC number without downloading records
If you can't make the session, it will be archived for 2 weeks; OCLC also offers an online tutorial. See the list of tutorials here:
www.oclc.org/support/training/connexion/client/tutorial/default.htm (use Internet Explorer)

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ILL Basics Online Self-Paced Course

(see course web)
Lesson #1, Introduction to OCLC, Constant Data, Searching WorldCat
Lesson #2, Looking at Holdings, Sending Request
Lesson #3, Basic ILL Cycle, the Request Manager and Batch Processing
Lesson #4, ILL Guidelines, Union List Information and ILL Policies

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WiLS Hours

2008 WiLS Hours

May 8, 2008, 10:30-11:30 (review recording)
WiLS Financial e-Account Update: New Options and Functionality
with Kathy Schneider

April 10, 2008, 10:30-11:30 (review recording)
Making a Metadata Map: Dublin Core to Local Field Names with Debbie Cardinal
Are you working on a digital project definition and metadata fields? Whether you are defining your first project or gearing up to run a digital program with multiple projects and collections, this WiLS Hour should have helped. The WHO Metadata Guidelines are based on the Dublin Core international standard, and closely follow national usage. By carefully defining your user needs, studying your existing field usage, and reviewing other institutions use of metadata field names, you can set up a metadata map to use again and again. Collaborative creation and sharing of metadata maps using the Wisconsin Heritage Online wiki was discussed.

March 19, 2008, 10:30-11:30 (review recording)
ILLiad Version 7.3 Question and Answer session
Mark Beatty and Allen Wenzel will lead a discussion for ILLiad users.

February 14, 2008, 10:30-11:30 (review recording)
ALA Review with Mark Beatty, Kirsten Houtman and Nichole Fromm
Mark, Kirsten and Nichole reviewed what was new and interesting at ALA Midwinter at Philadelphia, PA. (review recording)

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2007 WiLS Hours
November 8, 2007, CONTENTdm Version 4.3
Please join us for a WiLS Hour overview of the new CONTENTdm interface by your peers. OCLC has scheduled hosted libraries for the 4.3 upgrade through this month and next. Hear how the upgrade went for the libraries who have been though it. Hear about the changes to the interface. Ask questions! Exchange ideas! The session will be moderated by Kirsten Houtman

September 13 , 2007: WiLS OCLC Statements Go Electronic with Kathy Schneider WiLS has acquired a customized billing system from Traverse; this will enable WiLS members to access their OCLC billing information directly.
See Kathy's archived presentation or view powerpoint slides.

July 12, 2007: WorldCat Collection Analysis with Jeff Hastings, Library Services Consultant, OCLC Learn how this service from OCLC can help libraries make the most of their acquisition budgets (see slideshow). For more information on WorldCat Collection Analysis, see www.oclc.org/collectionanalysis/default.htm

June 14, 2007: Adding a Digital Collection to Wisconsin Heritage Online with Debbie Cardinal, WiLS Want to learn more about whether you have a digital collection that could be added to Wisconsin Heritage Online? Join Debbie Cardinal on June 14th, from 10:30-11:30, for the WiLS Hour. She will talk about metadata harvesting,  starting a new digital collection, static repository options, and database importing into CONTENTdm. Debbie will discuss the services Wisconsin Historical Society and WiLS provide for startup digital projects. She will review Wisconsin Heritage Online membership fees (NEW for FY08) and clarify what fees Wisconsin Historical Society and WiLS charge. There will be plenty of time for questions.While Wisconsin Heritage Online doesn't scan or catalog your materials, we can help you a lot! (video requires Windows Media Player 10 )

June 14, 2007: Specially Scheduled WiLS Hour Session, Overview and demonstration of ScienceDirect Ebooks from Elsevier presented by Karen Wheeler (powerpoint slides) What do Books on ScienceDirect offer? Books on ScienceDirect give users a broader perspective. The availability of quality monographs published in all fields of science, in addition to handbooks and reference works, offers significantly expanded full-text information. In addition to an extensive range of authoritative reference works, handbooks, book series and a quarter of the world's STM journal articles on ScienceDirect, 2007 sees a launch of another approximately 4,000 Books online. These Books cover a wide range of scientific disciplines, and will be fully integrated with the existing book and journal information on ScienceDirect. Approximately 500-750 new Books will be added online each year following the 2007 launch. This means about 50 new Books will be added to ScienceDirect every month, making its coverage even broader and up-to-date

May 10, 2007: WorldCat Registry Services with Mark Beatty Attend this WiLS Hour to learn about and see a demo of OCLCs new WorldCat Registry, an authoritative single source for institutional metadata.As the world's largest directory of libraries, the WorldCat Registry provides a comprehensive, extensible and secure Web platform for managing and disseminating the data about your library. The metadata about your institution itself is becoming increasingly important: its identity, electronic services, relationships, staff contacts and other pertinent data that informs the processes and systems driving your entire organization. OCLC has automatically created WorldCat Registry profiles for its member libraries and pre-populated those profiles with existing data. The WiLS Hour will show how you can update and utilize this tool.

With WorldCat Registry, you can:
• Build a free profile that centralizes information sharing.
• Share the profile via a special encoded link.
• Get greater Internet visibility for your collection and services.
• Automate vendor interactions.
• WorldCat Registry helps your institution eliminate redundancy of effort, allows your service providers to ensure continuity and quality of service, and lets more people broadly searching the Web to discover your resources.For more information prior to the WiLS Hour check out this OCLC web page: http://www.oclc.org/worldcat/registry/default.htm

April 12, 2007: NetLibrary with Doug van der Zee, Library Services Consultant, OCLC E-audio books, E-books, E-Journal databases: NetLibrary continues to expand its collection of eContent for all kinds of users, in all types of libraries. Join Doug van der Zee for an online discussion of how libraries can expand their collections with Netlibrary.

February 8, 2007: Wisconsin Heritage Online with Debbie Cardinal Want to learn more about whether you have a digital collection that could be added to Wisconsin Heritage Online? Join Debbie Cardinal on February 8th, from 10:30-11:30, for the WiLS Hour. She will talk about metadata harvesting,  static repository options, and database importing into CONTENTdm.Debbie will also discuss the services Wisconsin Historical Society and WiLS provide for startup digital projects. She will review Wisconsin Heritage Online membership fees, and clarify what Wisconsin Historical and WiLS fees might be. There will plenty of time for questions.While Wisconsin Heritage Online doesn't scan or catalog your materials, we can help you a lot! Wisconsin Heritage Online is growing and changing! 

January 11, 2007: OCLC's WorldCat Collection Analysis with Rob Ross and Myrtle Myers (WILS-070111.wmv)
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2006 WiLS Hours
November 9, 2006: The Ins and Outs of OCLC's Online Service Center with Becky Hurley, OCLC's head of Order Services (WILS-061109.wmv)
July 20, 2006: OCLC WorldCat Resource Sharing Update with Mark Beatty
April 13, 2006: Local Holdings Maintenance with Ann Hamon/Jane Richard
March 9, 2006: New QP/247Ref with Mark Beatty
February 21, 2006: BadgerCat Phase 1 with Kirsten Houtman
February 9, 2006: New QP/247 Reference with Mark Beatty
January 12 and 17, 2006: FirstSearch Group Services Administrative Module Training with Kirsten Houtman
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2005 WiLS Hours
December 8, 2005: Batchloading Options with Debbie Cardinal and Jane Richard
September 2005: Connexion Browser Demo with Jane Richard
July 14, 2005: FirstSearch WorldCat with Kirsten Houtman
June 9, 2005: OCLC Batchloading with Debbie Cardinal
April 14, 2005: Copyright Issues for Digital Projects with Debbie Cardinal
March 10 and 11, 2005: New OCLC ILL with Mark Beatty
February 10, 2005: Open Worldcat with Kirsten Houtman
January 13, 2005: ILL Statistics with Kathy Schneider

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