1. CyberTools ® for Libraries User’s Group Meeting 2001 Tri-Chapter MLA Review of Past Five Months Technology Business Imminent Tasks Future Plans Closed Door Session Discussion

2. Review of Past Year Technology Business Imminent Tasks Future Plans Closed Door Discussion Recap: Major Technology Accomplishments May 2000 - May 2001 CyberTools for Libraries via Application Service Provider (ASP) Firewall and Proxy Server Implementations. Big job. MeSH 2001 completed, big job with 800 qualifiers changing. Circulation completed & live, lots of enhancements. MARC Bib Utilities completed & live with complete redesign. Lots of major enhancements to the OPAC. New OPAC in HTML & JavaScript demonstrable.

3. Imminent Tasks from May 2001 Field test & rollout HTML OPAC. Z39.50 completion, field test & rollout. Complete Q/A of Serials, field test & rollout. Complete Q/A of remaining MARC Authorities, field test & rollout. Material Type User Interface rollout. How did we do?

4. Field Test & Rollout of HTML OPAC Completed! Installed at all but three sites Fast Reliable Well liked Took a lot of time to do these installs To do: Renews Holds Account Boolean

5. Z39.50 Completed! Completed: Works well with BookWhere & EndNote Not installed at any sites yet GU, Rush, TTUHSC, & UNT virtual installation from CyberTools server Next: Real installations Server Enhancements as needed Z39.50 Client integration in CyberTools OPAC, enabling searching a CyberTools library with the native OPAC and simultaneously searching other libraries, creating combined results. Review of Past Year Technology Business Imminent Tasks Future Plans Closed Door Discussion

6. The Unexpected Bonuses... Re-engineered Notices: Never worked correctly in old LIS New: uses Avery postcards to US Postal Regs New: uses envelops with windows and/or matching labels Improved Documentation Improved Installation New duplicate Bib report. New wireless barcode internal circ program. Converted one site server. OPAC Web Tutorial Review of Past Year Technology Business Imminent Tasks Future Plans Closed Door Discussion

7. Serials Initial re-engineering completed in September 2000. Waited for Q/A until this fall. Currently in full Q/A review and second pass UI adjustments. Should post to demo web site any day. Field test to start early November. Post to ASP customers live mid-to-late November. Remaining Imminent Tasks Not Done Complete Q/A of remaining MARC Authorities, field test & rollout. Material Type User Interface rollout. Review of Past Year Technology Business Imminent Tasks Future Plans Closed Door Discussion

8. Jane Maddox Joins CyberTools for Libraries. Adding libraries weekly. Mostly health science libraries, some corporate, some biomedical research companies, graduate theology school. All ASP. Focus on health science libraries, eager to get back to academic libraries. Review of Past Year Technology Business Imminent Tasks Future Plans Closed Door Discussion Business

9. Development through end of 2001 October SERHOLD Loader (for new health science libraries) Serials Module is posted to web area for testing and comment November More Serials Q/A & documentation, field testing, installations? Complete Q/A of remaining MARC Authorities, field test & rollout. First Look at MeSH 2002 (posted Oct 15 at NLM) Review of Past Year Technology Business Imminent Tasks Future Plans Closed Door Discussion

10. Development, cont. December 2001 - Serials fully functioning, active at sites. - OPAC: - Boolean Interface completed (easy in Java, difficult in HTML) - Enriched Tables of Contents; pretty display, intelligent indexing; Available from MARCIVE. - Summaries, e.g., Doody Reviews - Cataloging Enhancements: - Copy a tag in the MARC bib editor - CIP Editor option rather than MARC Editor - UI Index subfields - UI Material Types (done, needs Q/A) - UI Define Catalog Display &TOC catalog “format” - UI Global MARC editor - UI for Exporting (done, needs Q/A) - Circ: Renews & Returns by Patron Review of Past Year Technology Business Imminent Tasks Future Plans Closed Door Discussion

11. January 2002: Serial Claims via EDI Do you want any of these? Electronic Journal Management Loose leaf updates Acquisitions to GUI EDI for purchase orders, invoices, payments Subscriptions in Acquisitions Patron Accounting with true 2 sided ledger DDS/ILL Booking (note that Holds are completed in Java OPAC) Improve management of LC Subject Headings Ovid Weblink PubMed interface Electronic Reserves Plaintree MARC 21 Holdings Review of Past Year Technology Business Imminent Tasks Future Plans Closed Door Discussion Future Development Plans

12. Review of Past Year Technology Business Imminent Tasks Future Plans Closed Door Discussion Closed Door Session

13. Thank you. CyberTools for Libraries