ILLiad Conference 2013 Sessions

Below is a listing of the 2013 pre-conference and conference sessions. You can view the 2012, 2011 and 2010 sessions in our Conference Archives.

Pre-Conference Sessions. Tuesday, March 19

9:00am – 12:00pm

ILLiad Administrator for Hosted Sites
Kevin Ford, Jennifer Cella – Atlas Systems

ILLiad’s robust customization options and interoperability with other services make administration an on-going project. Join an Atlas techie to learn best practices and tips for administering your ILLiad hosted system. The training focus is on instilling a deeper understanding of the various components of ILLiad and how they interact. This includes discussion of client installation, hosted server updates, and web page editing.

Target audience: ILLiad Administrators

The Watch, the Bulldog, and the Score: Recent Copyright Cases, Licensing, Resource Sharing, and Strategies for Getting to YES
Collette Mak – University of Notre Dame
Cindy Kristof – Kent State

A practitioner’s overview of recent and current court cases impacting libraries, including Google Books, HathiTrust, Georgia State, UCLA, and Kirtsaeng v. Wiley. Strategies for negotiating and managing licenses for worry-free resource sharing will be shared. A brief review of Section 108 and examples of fair use analysis will be provided.

Target audience: ILLiad Practitioners and Managers

Super Easy Customizations for ILLiad Print and Email Templates
Heather Black, Anne Marie Lyons – Atlas Systems

Creating new print and email templates can be a challenging but rewarding experience. Customized templates can enhance your productivity and allow you to offer enhanced services. Learn the basics of how templates work, how to edit, most common and helpful customizations, overdues template specifics, and where to get more templates.

Target audience: ILLiad Practitioners

Routing Rules for Workflow Streaming
John Brunswick, Shawn Styer – Atlas Systems

Take the mystery out of ILLiad routing and make ILLiad do the work by automating tasks and skipping unneeded steps in your workflow! Learn about routing rules and matchstrings, email routing, routing addon possibilities, article exchange routing, borrowerstatus routing, and copyright routing.

Target audience: ILLiad Practitioners and ILLiad Administrators

1:00pm – 4:00pm

Enhancing ILLiad Workflow with Addons
John Brunswick, Shawn Styer – Atlas Systems

Join us to see Addons in action! We’ll discuss types of addons including NCIP, OPAC, Get It Now, OCLC Article Exchange and more. Participants of this class will receive a free download of a recently developed custom addon for workflow streamlining. This is not an addon programming class and is appropriate for any ILLiad user wanting an overview of addons.

Target audience: ILLiad Practitioners and ILLiad Administrators

ILLiad Top 10 Since 8
Heather Black – Atlas Systems

Every year the Atlas Development team builds new features into ILLiad to better meet the needs of your workflow and of your patrons. Join us in this review of the latest and greatest from the most recent ILLiad releases (versions 8.1-8.3). We’ll look at some of the time saving and efficiency improvements that will help you improve services to your patrons and fellow library colleagues.

Target audience: ILLiad Practitioners

Manager’s Toolbox: How to Keep Track of Everything and Everyone and Make It Look Easy
Genie Powell – Atlas Systems

There are a million books that talk about how to manage people, but it’s hard to lead others when your own desk is a mess. Join us as we cover a wide variety of communication and organization tools designed to promote teamwork and general happiness. Let’s put away the post-it notes and find better ways to keep track of our people and our common goals. While this session is geared towards those who manage other staff or students, anyone is welcome to attend.

Target audience: ILLiad Practitioners and Managers

Making the Most of Your ILLiad Web Interface
Kerry Keegan, Stephanie Spires – Atlas Systems

Your ILLiad webpages are your primary method of interaction with your users. Do your web pages present all that you want? Get our best tips for increasing effectiveness of ILLiad web. We’ll share the most common customizations, testweb use, mobile web page implementation and demo.

Target audience: ILLiad Practitioners and ILLiad Administrators

5:00pm – 7:00pm

Last ILL Librarian Standing
Tom Bruno – Yale University
David Larsen – University of Chicago

Think you’re a resource sharing guru? Put your skills to the test against your colleagues in this first-ever ILLiad International quiz bowl! Contestants will square off through three successive rounds, each drawing upon their knowledge of interlibrary loan policies and procedures:

Round One: What’s That OCLC Symbol?
Round Two: That’s Not In The Public Domain!
Round Three: Sudden Death Discovery Overtime

The winner will receive a trophy, one and a half IFLA vouchers, and ILL bragging rights for an entire year. All are welcome to attend — come and compete for the title, or come to cheer on your favorite colleague (bring your own banners and pennants!).

Conference Sessions. Wednesday, March 20

8:30am – 9:30am

Keynote Presentation.
Strategies for Sustainability: Resource Sharing in the Digital World

9:45am – 12:00pm

The IDS Project User Groups: Sharing and Training Resources with Resource Sharers
Micquel Little – IDS Project/St. John Fisher College
Chris Sisak, Beth Posner, Logan Rath, Karen Okamoto, Philip Mui

The IDS Project recently organized and implemented quarterly Regional User Group Meetings. The purpose of these meetings is to provide a daylong professional development training session for Resource Sharing practitioners. Members come together with fellow colleagues who work reasonably nearby each other and reengage in the IDS community. Focusing on the needs of each region, these workshops provide training and discussion of ILLiad best practices, updates, policies, changes, etc. This presentation will share the planning, organization and implementation of these User Groups as well as examples of topics covered including hands on ILLiad exercises, roundtable discussions and more. Join us to discuss how you can arrange similar groups and opportunities with your local/regional resource sharing partners. Highlights include:

• The organizational and planning process of bringing a small group of practitioners together
• How to utilize your colleagues as a support system and educational tool
• Various methods of collaborating and communicating with Resource Sharing colleagues

The Borrowing Mystique: How to Open Up Your Workflow Without Alienating Your Experts …Or Your Patrons
Tom Bruno – Yale University

With its myriad discovery tools, request methods, and fulfillment strategies, the ILL Borrowing process has always been enshrouded in mystery, making it intimidating for others to learn and difficult for practitioners to teach. Fear of sacrificing their hard-won expertise can also make resource sharing staff wary of embracing cross-training or shared workflows even as request volume goes through the roof. So what’s an ILL manager to do? In this session we will examine two case studies in opening up ILL Borrowing request processing workflows, focusing on strategies for implementation, training, performance evaluation, and ongoing assessment. We will also discuss how to sell your staff on the virtues of sharing their work and enlist them as agents for continuous improvement. Highlights include:

• How to optimize your ILL Borrowing request workflow using automation and timely referrals
• How to coordinate training and assessment for non-ILL staff and student employees, using ILLiad to measure key performance metrics
• How to leverage your ILL Borrowing staff’s expertise as an asset to your operations.

Hands Free Articles: Implementing and Maximizing OCLC Knowledge Base in ILLiad
Alison Johnson – Indiana Wesleyan University

Over the last couple years, the OCLC Knowledge Base has allowed libraries to streamline their ILL workflows by collecting article-level electronic holdings. Not only does the Knowledge Base help expose libraries’ electronic holdings for lending and borrowing, it enables hands free borrowing of articles and one-click access to full-text in lending. Whether your library is stuck somewhere in implementation or already using the Knowledge Base, this presentation will describe how to make sure you are getting the most out of this free OCLC service. Highlights include:

• Knowledge Base basics, such as functionality, benefits, and implementation
• Overcoming common roadblocks in the implementation process
• Customizing ILLiad to maximize the benefits of the Knowledge Base

9:45am – 10:45pm

The Right Txt
Derek Malone – Ohio University

We’re in the process of redoing webpages, mobile accessibility, and communication channels to make them more friendly to patrons on the go. We’ve drastically reduced our email messages, set up an avenue for text messaging to be implemented and used, and soon will be utilizing mobile pages. Highlights include:

• A system for implementing text messaging services
• Email message appearance in text form (with character limits, etc.)
• How to cut down email/communication for efficiency, while still conveying the correct message

Get It Now – Pay For It With OCLC’s ILL Fee Management
Katie Birch – OCLC, Tim Bowen – Copyright Clearance Center

OCLC, the Copyright Clearance Center and Atlas Systems are partnering on development of a new way to streamline paying for documents you request through ILLiad from Get It Now. The new payment option will let you use OCLC’s Interlibrary Loan Fee Management tool (IFM) to pay for document requests fulfilled through Get It Now.

3,000 OCLC interlibrary loan users, including more than 1,200 ILLiad libraries, rely on IFM to save time and money related to paying for document purchases. When they use IFM, individual document charges and payments are reconciled through their monthly OCLC invoice. This eliminates invoices and check writing for individual transactions, resulting in savings of more than $45 US on each request.

Get it Now from Copyright Clearance Center (CCC) provides immediate fulfillment of full-text articles from a comprehensive collection of journals – 24 hours a day, 7 days a week – through a cost-effective and easy-to-use application that integrates with ILL workflows. Since its announcement at the 2011 ILLiad International Conference, Get It Now has been adopted by more than 160 institutions of all types and sizes.

This program will introduce the new way to pay for Get It Now documents – through your library’s existing use of Interlibrary Loan Fee Management. Presenters will provide details about how to set up and use this tool through ILLiad. ILLiad users will:

• Learn about a new way to save time and money on document purchases made through their ILL departments
• Receive detailed instructions for using CCC’s Get It Now service, OCLC’s Interlibrary Loan Fee Management plus ILLiad to pay for documents ordered through Get It Now
• Learn about OCLC’s plans to expand use of Interlibrary Loan Fee Management to help libraries purchase an expanding list of library resources

Flying Solo
Genie Powell – Atlas Systems

Are you a department of one? Do you feel like many of ILLiad’s features are focused on “the big guys” and don’t apply to your smaller operation? Come visit this roundtable discussion with Genie Powell, Chief Customer Officer at Atlas and product owner for ILLiad to talk about things that work for you and things that don’t.

• Meet fellow practitioners of smaller ILL operations
• Learn tips for bettering the workflows of a smaller ILL unit
• Discuss features that can help you improve your day-to-day work tasks

MIT’s Library Storage Annex: Using ILLiad to Provide Access to Off-Campus Collections
Ashley Sway, Jennifer Morris – Massachusetts Institute of Technology

The Library Storage Annex at MIT works as the hub of an on-campus and off-campus collection. Our single instance of ILLiad allows us to maintain a centralized workflow while providing users access to a geographically expanding collection. We require only two things of the staff and workflow at our offsite storage facility: store our materials and deliver them when we need them. We do not have access to their materials and they do not have access to ours. This relationship creates a special circumstance for the MIT community where their requests for items must be routed through several systems before arriving at their door. This presentation will follow both the life of an MIT user request and an ILLiad request through the various channels needed in order to maintain a speedy and efficient service. Highlights include:

• How MIT uses one instance of ILLiad for 2 locations
• How MIT manages off campus requests with ILLiad
• Ideas for the future

11:00am – 12:00pm

ILLiad Webpage Customization for Additional Information Gathering
Mary Radnor – University of Chicago

Several ILLiad libraries have used the additional ItemInfo fields or repurposed ILLiad fields to collect data from customers to meet a local need. This presentation will cover the results of a survey of ILLiad libraries and how they have customized or plan to customize the ILLiad webpages to collect additional data from their customers. It will also offer some best practices for using the additional ItemInfo fields and provide an overview of how to implement the best practices identified for customizing ILLiad webpages to collect additional data. Highlights include:

• The current practices of using the ItemInfo fields and repurposed ILLiad fields to collect data from customers
• Some best practices for customizing ILLiad webpage fields to gather additional data
• An overview of the process for customizing the ILLiad webpages to gather additional data

E-books: Who Wants What and How to ILL Them
Seangill Peter Bae – Columbia University

This presentation discusses our patrons’ expressed need for E-books and their deliverability through ILL. ILL patron preferences for E-books were gathered using the ILLiad ItemInfo field. The first half of this presentation shares findings from data, accumulated for one semester, that include e-book preference by patron status, subject area, year of publication, etc. The second half of the presentation shares an analysis of those titles that patrons expressed an interest in seeing in E-book form. The availability of E-book version, the possibility of ILL, and strengths and weaknesses of the current procedure are discussed. The presentation concludes by proposing a possible E-book ILL model which may satisfy both ILL practitioners and patrons. Highlights include:

• Current trends of patrons’ demands for E-books in academic institutions
• Issues related to the E-book ILL procedures
• Use of the ILLiad ItemInfo field for local needs

In With the New: Adapting to Change Using ILLiad
Pamela Johnston – University of North Texas

Interlibrary Loan at the University of North Texas Libraries has experienced many changes during the past year. We’ve organized into the Access Services Department, moved to a new office, and incorporated fresh techniques for providing customer service. This session will describe how we have incorporated changes through ILLiad, through services for our customers, and by cooperation among Access Services staff. Examples: Implementing Article Exchange and Odyssey for Lending, starting a faculty book delivery service, and loaning media items through ILL. Highlights include:

• Incorporating change into your ILL operations
• Ideas for providing great service to your customers
• Helping your staff adapt to change

Evernote for Interlibrary Loan: Leveraging the Web Service for Total Information Management
Jonathan Overturf – Hollins University

Learn how Evernote and its related tools (Skitch) can help you capture, store, and analyze data from Interlibrary Loan. Use Evernote to manage workflow, students, training materials, backups, and create an online repository for institutional knowledge. Highlights include:

• What is Evernote, and how do you use it?
• Why use Evernote (and what it is useful for)
• Tips and tricks for setting up your account and folders

12:00pm – 1:30pm

Lunch

1:30pm – 2:30pm

Atlas Update
Genie Powell, Chief Customer Officer – Atlas Systems

2:45pm – 3:45pm

IDS Project Technology Update
Mark Sullivan – IDS Project

The IDS Project will discuss some of the newer features and technologies that have been developed for member and non-member libraries. These innovations include: Circulation Availability Service, Lending Circulation Availability System Addon, and an Enhanced Routing Rules System Addon. Highlights include:

• System level addons
• Enhanced routing rules
• How to automate Circulation availability checks into ILLiad

Join Genie for a discussion about current issues facing medical libraries using ILLiad. We will focus on ILLiad 8 and its interface with DOCLINE as well as billing, document delivery and whatever else comes up.

Tune-Up Top Ten Makeover Tips
Heather Black – Atlas Systems

Over the last two years, Atlas staff have traveled the country helping library staff maximize their investment in ILLiad by providing more than 60 onsite ILLiad Tune-Ups . In this session, Heather will describe her experiences and the top time-saving tune-up tasks your colleagues have implemented. Discover how to make your workflows glow! Highlights include:

• What is an ILLiad Tune-up?
• What are the most popular and effective tune-up tasks?
• How can I implement these streamlining tasks myself?

Best Practices for Overdue Processing
Kerry Keegan – Atlas Systems

ILLiad version 8.3 has an all new–automated!–workflow for processing overdue notifications for lending and borrowing. In this session, Kerry will review the new configuration and give you hints for tracking requests through the process, including best practices from the ILLiad community. Get the scoop on the 8.3 overdues and how you can get the most from the new automatic service. Highlights include:

• How to configure borrowing and lending overdues
• How to edit the templates
• Best practices for managing overdue notices

Do More with Addons!
John Brunswick, Shawn Styer – Atlas Systems

Addons aren’t new to ILLiad, but the ways to use them just keep growing. System level Addons can enable functionality with OPACs, NCIP, system routing, and more. This session will showcase Addons for use in your daily workflows. You’ll learn how you can get free Addons and how you can save money and time with custom Addons, including NCIP Addons. Highlights include:

• See Addons in action
• Learn about free Addons
• Create efficient automated workflows with custom Addons

Share the Fun: Outsourcing Your ILL Department
Logan Rath – The College at Brockport

This session will explain the ways in which Drake Memorial Library has reached out to other areas of the Library to expand support for Interlibrary Loan without increasing staff size. In addition to approaching other departments, we also had to increase our training efforts as well as customize our ILLiad printables to eliminate confusion. Highlights include:

• How to identify tasks and areas for collaboration
• Considerations for outsourcing
• Great tips for customizing ILLiad printables

Five Years Journey of Implementing Atlas ILLiad Interlibrary Loan System in a Small Special Academic Library. We can do it, you can do it.
Xuan Pang – University of Texas

Advanced technology and the ever-changing library world has forced libraries to rethink and redesign their Interlibrary Loan services. Traditional methods of delivering Interlibrary Loan services can’t meet the patron’s expectations and need to be changed. However, the cost of changing becomes a critical issue in today’s economic environment: can the library afford it? This presentation takes you on a fascinating journey of implementing an Integrated Interlibrary Loan system in a small academic library that began five years ago. Through cost-effectiveness analysis, the data shows that by implementing the Atlas ILLiad Interlibrary Loan system, libraries can streamline the ILL work flow, solve staffing issues and increase productivity, thus reducing library operation costs. Investment of the library’s money on new technology is the wise way to keep up a library‘s business and provide patrons with up-to-date services. Highlights include:

• The methodologies of cost-effective analysis for interlibrary loan services
• Challenges, issues, and lessons learned from implementing the ILLiad system (share about 80 free lending library OCLC symbols)
• Future plans and improvement for our ILL services: how can we incorporate the
  recently released ILLiad 8.3 features to continue to improve our ILL services?

4:30pm – 6:30pm

Wine and Cheese Social with Poster Sessions

Conference Sessions. Thursday, March 21

7:30am – 8:30am

Breakfast Buffet Sponsored by OCLC

8:30am – 9:30am

OCLC Update
Katie Burch, John Trares – OCLC

9:45am – 12:00pm

Collaboratively Constructing GIST Libraries: GIST Team, OCLC, Atlas Systems, and the GIST Community
Tim Bowersox, Cyril Oberlander, Kate Pitcher – SUNY Geneseo
Katie Birch, OCLC
Genie Powell, Atlas Systems
Mark Sullivan, IDS Project

The Getting It System Toolkit (GIST) allows libraries to transform ILLiad into a powerful patron-driven acquisitions system. Through web page enhancements and addons connecting to new database tables, GIST enables libraries to provide an enhanced user experience, more informed ILL borrowing, and acquisitions management. Join the GIST Team, Atlas Systems, and OCLC to learn how they collaborated to develop GIST; how they can help you get GIST up and running at your library; and where they see GIST headed in the future. Highlights include:

• The development, implementation process, and future of GIST
• How OCLC supports the GIST tables for hosted sites; the supportive role of the GIST community
• What resources are available from the GIST Team to help libraries learn the benefits of GIST

Re-Imagining Your Online Presence to Create a Patron-Driven Library Experience
Caitlin Hafen, Scott Bertagnole – Brigham Young University

Since 2005, ILL usage at Brigham Young University (UBY) has dropped 54%. We recently conducted a series of studies to determine why. The results highlighted several problems that could be addressed by re-imagining the role and features of our library website.

Driven by the patrons’ responses and suggestions, we examined every textbox, button, and page of our ILLiad website and rebuilt it from the ground up. This experience has given us a new perspective that is redefining our interaction with patrons and driving further development in our quest to streamline and enhance the library experience. Highlights include:

• A demonstration of the changes made to our ILLiad webforms, highlighting direct responses to patron suggestions
• The process of effectively gathering information from patrons and identifying realistic changes
• Analysis of survey results and usability responses before and after the website redesign

One Stop Shopping: Enhancing Document Delivery Services for Distance Learners
Angela Dunnington – Southeastern Louisiana University

Distance education programs in the health fields at Southeastern Louisiana University are increasing. Access to information on two campuses becomes complicated to accommodate working health professionals. In a concerted effort to improve document delivery services, a Document Delivery Ad Hoc Committee was formed to examine existing services for delivering materials housed in Sims Memorial Library and the Baton Rouge Nursing Library. In fall 2012, interlibrary loan absorbed the Distance Learning Request Service. With one click, distance learners use ILLiad to facilitate article and book requests of locally owned items. This presentation details the development of the “one stop shopping” service and how the library handled the transition in terms of planning, executing, and marketing to faculty and students. Highlights include:

• Forming a library-wide committee to examine document delivery services
• Using ILLiad to deliver locally held materials to distance learners
• Involving staff in streamlining services for distance learners

9:45am – 10:45am

Making Data Instant and Actionable: Deploying Flexible Reporting for Any Workflow
Steelsen Smith – Yale University

The reporting services built into ILLiad and many of subsequent hacks applied in Excel and Access are designed for long term data collection and require staff intervention in their production. Using SQL server reporting services (SSRS), complex data can be mined and formatted instantly by any employee. This opens the door to custom realtime dashboards, performance evaluation tools, and long term assessment reports that are able to pull exactly what you are looking for out of your statistics no matter how unorthodox your workflow.

SSRS makes true data driven decision making practical for day to day management and allows managers to not only make a business case for the ILL department but also to expose how efficiently the department is working beyond the often misleading “fill rate” and “turnaround time” statistics. Once created, the automated reporting system frees up managers to focus on optimizing, instead of accounting for, their department. Highlights include:

• What SSRS is and how it integrates with ILLiad
• How SSRS can be used to aggregate and analyze data meaningfully even across complex multi-site multi-workflow library systems
• How ILLiad data can be crafted into actionable dashboards and realtime performance monitoring tools

Borders without Barriers: Improving the State of International Resource Sharing
Tina Baich – IUPUI University

In 2007 and 2011 surveys conducted by the ALA RUSA STARS International ILL Committee, the identified barriers to international resource sharing were virtually identical. We must address international cooperation issues head-on and increase our knowledge of international resources in order to lower those barriers. In this presentation, I will cover possible ways to lower those barriers and facilitate more efficient resource sharing with other countries. Highlights include:

• Methods for lessening the barriers to international resource sharing
• Major resources for locating non-US publications
• How to track non-OCLC international ILL requests

Attracting, Training, and Retaining Quality Student ILL Staff Members
Annie Vass, Nora Dethloff, Margaret Dunn – University of Houston

This presentation focuses on the student employment process of the ILL unit at the University of Houston’s M.D. Anderson Library. We will discuss the hiring, training, and retention methods we have found to be the most beneficial to our unit. Upon examining the results of a survey of our students, we aim to discover where we have been successful and to seek ways in which we can improve our training process. Following the presentation, we hope to have a general discussion on student employment at other institutions. Highlights include:

• Job posting and interview strategies
• How to tailor training to maximize student success
• Methods for creating an environment in which students want to work

ILLiad Web Reports
Kevin Ford – Atlas Systems

Do you know how to get to your web reports and what they really mean? Do you know you’re keeping all that ILL data, but don’t know what to do with it? Do you wonder why your OCLC statistics aren’t quite the same as your ILLiad ones? Kevin will use this session to provide insight into the wealth of knowledge about your ILL service that is right at your fingertips. Highlights include:

• Differences between ILLiad web reports and OCLC Statistics
• How to export data from your web reports to Microsoft Excel
• Tips for using Custom Search instead of web reports when needed

11:00am – 12:00pm

From One, Many: Server Side Addons and Routing Rules
Kurt Munson – Northwestern University

Server side Addons run behind the scenes speeding up processing and reducing repetitive work for staff. Our opportunity to implement such an Addon came when a partner in our direct borrowing system shared their Addon with us. Unfortunately, their Addon was written for a centralized installation. Could we reconfigure it to work at our four different processing locations (NVTGCs) and for our geographically scattered locations? With only minor tweaks to the Addon, some new routing rules and a bit of rethinking our process, we made it work and we’ll show you how. Highlights include:

• See the flexibility of server side Addons demonstrated
• Learn how server side Addons automate routine processing freeing staff time for other duties
• Discover what routing rules can do when coupled with Addons

What Costs So Much? An Analysis of ILL Borrowing
Sheila Orth, Lars Leon – University of Kansas

The Leon/Kress Cost Study determined that the average cost to borrow on ILL was $12.11 and to obtain copies via ILL Borrowing was $7.93. These costs are too high in this age of increased un-mediation. We have done a detailed analysis of a sample month of the ILL Borrowing workflow to determine why the process is this costly. We will share what we found and discuss ways to reduce the costs while maintaining the service quality levels desired. Highlights include:

• Cost factors that might be worth reviewing in the attendees’ own interlibrary loan operations
• Ideas on how to reduce those costs
• Ideas on what the ILL community can do to reduce costs for everyone

Dynamic Student Training Using PowerPoint
Bethany Ketting, JoAnn Marvel – Western Carolina University
JoAnn Marvel

PowerPoint slideshows can be a powerful tool for training new Interlibrary Loan student workers to use ILLiad, especially those who are visual learners. The presenters will share their method for creating PowerPoint training modules, and offer other tips and tricks for training students and building an Interlibrary Loan team. Attendees will:

• Learn how to present ILL workflows in a dynamic PowerPoint slideshow module that is perfectly suited for visual learners
• Leave with a toolbox of tips and tricks for creating visual training aids tailored to their own processes and workflows
• Learn team building tricks to help build their Interlibrary Loan team

Update without Fear
Atlas and OCLC Staff
Your ILLiad updates will now happen more often due to annual version releases and requirements to run on the most recent versions. Don’t let fear keep you from making those routine upgrades. Join Atlas and OCLC staff to learn best practices for updates and how to maintain a healthy ILLiad system. Highlights include:

• Learn about the release schedule and how you can best plan around it
• Learn about end-of-life dates for ILLiad versions
• Learn the best ways to prepare staff for the update

12:00pm – 1:30pm

Lunch

1:30pm – 3:00pm

Un-Conference

What is an UnConference? It’s a way to debrief, wind down and utilize all the information you gathered from the conference itself. There is no set agenda. There are no pre-determined speakers. It’s a very open format in a very open space to let you lead, contribute and learn at your own comfort level.

Live Agenda Creation

Step One is to get together and hash out an agenda of what we’ll talk about. You all will have had time to meet and mingle throughout the conference and can use this exercise to bring up topics that are important to you. By creating the agenda live, we’re sure that the topics we pick are relevant to what we just learned in the previous days.

You Make the Agenda

If you have something you’d like to have covered, come up front (or we’ll bring a mic to you) and let the group know. If the topic is unclear, others can ask questions. Then we’ll put it on the schedule. We’ll spend the first 15-20 minutes creating our agenda and displaying it on the front screen.

Session Examples

Semi-talk: You can give a short 1-15 minute talk as fuel for discussion amongst those in the session.

Birds of a Feather: Pick a topic you are interested in and those interested will come to discuss it.

Show and tell: You can bring an example web page (to show on a laptop etc.), print out, or story about a project that you’ve done. It becomes the springboard for conversation in the session or you can ask others to share similar items as well. (e.g. “I’ll tell you my best and worst student worker story and you tell me yours”. The stories lead to a great discussion about responsibilities, management and office environment.)

Split Up into an Open Space

We will use the round tables within the ballrooms to create tables (or groups of tables) that represent the topics brought up during the agenda creation phase. There can be one or more leaders to any topic. Notes can be taken and shared with everyone.

The Law of Two Feet

If you sit down at a topic area and the discussion is not inspiring you, use your own two feet to fix that and find a space where you’re learning or contributing.

3:15pm – 3:45pm

Closing Session
Genie Powell – Atlas Systems