Presentations

Collaborative Librarianship, Volume 5, Number 1
Tuesday, April 16, 2013

Collaborative Librarianship has published its first issue of 2013. It looks like a great issue with an editorial by our editor, Ivan Gaetz, entitled "Compelling and Necessary Momentum: A Recent Timeline in Open Access" and an articlbe about Orbis-Cascade Alliance's selection of Alma for their shared library system as just one piece of their merging services.

 My column, Technology Matters, talks about the Library Communication Framework.  It starts like this...

In a few weeks, I’ll be attending my first National Information Standards Organization (NISO) meet-ing as a member of the National Circulation Inter-change Protocol (NCIP) Standing Committee. My objective is to see if I can garner support for the Library Communication Framework (LCF) which is a set of protocols that replicate and extend Standard Interchange Protocol (SIP2) and NCIP2 while adding web services functionality for the exchange of information. The LCF was developed by BIC (Book Industry Communication2), an independent organization based in the U.K.    < read more >

The article goes on to describe some of the limitations of SIP2 and how we have dug ourselves into a bit of hole when it comes to communicating with the ILS.  I believe that working with the Library Communication Framework is our way out.  I hope you'll check out the column!

[Post Publish Update]

After the article was published, I attended the aforementioned NCIP Standing Committee meeting where I found out that several of my statements about NCIP were incorrect.  I'll provide a revised version of that column on this website soon.

Collaborative Librarianship, Volume 4, Number 3
Tuesday, February 5, 2013
The Secret Code (book cover)

The latest issue of Collaborative Librarianship is out along with my Technology Matters column entitled "The Golden Ratio and Community."  

My column begins like this....

"I recently read The Secret Code: The Mysterious Formula that Rules Art, Nature, and Science by Priya Hemenway. It is a book about the Divine Proportion or the Golden Ratio. The Golden Ra-tio is roughly five to eight (more precisely the square root of five). It turns up in nature in nu-merous ways and you see these proportions over and over again in art and architecture be-cause it resonates with us in some mystical way.

It came to mind as I was pondering the relation-ship between using Open Source software and being actively involved in an Open Source community. I developed the theory that the more one actively participates in their Open Source community, the more satisfied they are with their Open Source choice. Could the Gold-en Ratio apply here as well? We may not be able to divine the exact relationship, but I do know that the success of any Open Source pro-ject relies on an active, engaged user and devel-oper community, and that there is something mystical involved...."[read the whole article]

Other goodies from this issue include:

  • "Co-Teaching Relationships among Librarians and Other Information Professionals" by Ann Medaille and Amy W. Shannon
  • "Team-Based Ingenuity Supporting 21st Century Learners" by Sarah C. Hutton, Robert C. Davis, and Carol Will
  • "By and For Us: The Development of a Program for Peer Review of Teaching by and for Pre-Tenure Librarians" by Jaena Alabi, et al
  • "Extending Access to Electronic Resources of a Merged Community College and University Library" by Angela Dresselhaus
  • "Innovation & Leadership Through Collaboration – The Orbis Cascade Alliance Experience: An Interview with John Helmer"
  • "Tribute to a Cooperative Pioneer: Bill DeJohn" by Cecelia N. Boone
  • Review of "Social Networking Tools for Academic Libraries" by Alison Hicks
California Library Association Annual Conference
Wednesday, November 14, 2012
Open Source Resource-Sharing in California slide one

Presentation about the Open Source resource-sharing product, Fulfillment, and what is happening in California with it (small pilot testing group), and how it could affect the future of resource-sharing in California.  

The short presentation was followed by an energetic discussion about resource-sharing issues in California.

Collaborative Librarianship, Volume 4, Number 3
Friday, October 26, 2012
Art by Terry Moore

Debut "Technology Matters" column for Collaborative Librarianship. This article, Holding Your Vendor's Fee to the Fire, talks about the importance of standards in library technology and encourages libraries to be more demanding about the importance of adherence to those standards.

The article begins like this:

"The nut. The bolt. When you go to the hard-ware store with a bolt in hand, you probably feel pretty confident that you’ll be able to find the nut you need to tighten that bolt. When I hand over my bolt to my local Rex Ace Hardware man, he strides down a nearby aisle and within seconds, I’ve got my bolt’s mate. It screws on perfectly. Do I care who made the bolt or the nut? I do not. This is because nuts and bolts have standard on sizes and threads. Any quar-ter inch nut will screw onto any quarter inch bolt.

That’s how it should work with the nuts and bolts of library software – the integrated library system (ILS). But that isn’t how it works at all. For various reasons, our library systems have evolved into Winchester Mystery Houses that require all sorts of special, and often expensive, adaptations to bolt anything onto them."  [read entire article]

Art work by Terry Moore.  For more of his artwork, see terrymooreart.com

 

Back in Circulation Again Conference
Monday, October 15, 2012
image of very old book cart called Library Bureau

Presentation for Back in Circulation Conference Again held at University of Wisconsin-Madison.  This updated session on trends in materials handling technology began with an historical look at how current technologies have evolved. The Speaker's Notes and Slides handout below provides speaker's notes and lots of images of state-of-the art products plus links to useful resources for getting more info.

Speakers Notes and Slides

Library Technology Reports, Vol. 48, No. 5
Sunday, July 1, 2012
cover image

From the Introduction: 

It’s an interesting time to be writing an issue devoted to RFID. So much has changed for libraries in the last decade. Ten years ago, it seemed like RFID was poised to take off and become a standard piece of library technology. But standards were slow to develop, and e-books were not. While libraries waited for RFID standards to develop, the iPad and Kindle emerged. As a result, libraries are struggling more with DRM, discovery interfaces, and patron authentication systems than with new technologies focused on their physical material.

Today, RFID systems are nothing more than glorified barcodes largely because libraries think that storing only the barcode on the tag is the best way to ensure patron privacy and because the ILS (integrated library system) doesn’t support doing much with the tag besides reading the barcode anyway. To make financial sense, libraries must use RFID more expansively and expansion relies on taking advantage of the new standard. Existing and new systems will have to migrate to the new standard to ensure vendor interoperability and interoperability between libraries. To protect their investment in RFID, libraries need to insist that vendors comply with the new standards to ensure their systems are interoperable with any vendor’s hardware.

RFID could be a powerful technology that could change how libraries deal with physical material as well as leverage digital technologies to offer new services. RFID tags will soon be readable by smartphones, but to take advantage, libraries will need to develop new, patron-centric RFID applications.The fertile ground for RFID adoption is in moving beyond RFID-as-barcode. It may or may not happen. My hope in writing this issue is that libraries will understand how hobbled our use of RFID in libraries is today. If we, as an industry, choose to invest further in this technology, we need to extend the use of RFID beyond circulation and security to resource sharing, materials handling, technical services, and beyond—into wholly new ways that will delight our patrons.

Available from: ALA TechSource

American Library Association Annual Conference
Sunday, June 24, 2012
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Co-presented this session with Alan Kirk Gray (Darien Library), Gretchen Freeman (Salt Lake County Library) and John Callahan (Palm Beach County Library).  Session was sponsored by PLA.

I provided the overview of the materials handling automation market and then each presenter talked about what they learned about how to reduce operating expenses as part of their implementation and operation of an automated materials handling system.

Our key take-aways:

Planning:

  • Do it and do it thoroughly
  • AMH can provide significant savings
  • RFID and self-check improve customer experience but don't necessarily save money
  • Push as much work through the sorter as possible
  • Get staff buy-in
  • Don't leave key decisions to your vendor

Avoid the RFP/RFQ Prociess

  • Work with vendors
  • Study options
  • Make choices
  • Then, get quotes from vendors you are interested in

Figure out your Pay Back

  • How?  Take capital costs plus maintenance and then determine how much you need in staff savings to achieve pay back in X years.  You pick X.
  • Look for 3-5 years ROI

Going Forward

  • Actively monitor workload after adding sorter and make staffing changes as needed (money doesn't save itself)
  • All new construction projects should include an AMH system
  • Report on both direct ($) and indirect returns on investment
  • Look for new materials handling opportunities with RFID

Slides for the program are attached.

Evergreen International Conference 2012
Thursday, April 26, 2012
Image of First Page of Powerpoint Slides

I presented a session with Jed Moffitt of KCLS on how to get going with new developers in the Evergreen environment.  My part of the session focused on the protocols to follow to help ensure your developer has a warm reception from other developers and helps ensure that others know about what you have in mind.

Also included: a sample contract you might want to check out for you and your new developer.

Infopeople Webinar
Tuesday, February 14, 2012
Title page of PPT

Infopeople webinar highlighting the trends in materials handling including:

  1. Pricing of AMH systems going down
  2. Quality of AMH systems going up
  3. Automated check-in with sorting becoming standard
  4. Kiosks a hit but still a tad buggy

Lots of info about automated check-in systems, small sorters, advancements in sefl-check-in technology, kiosks and dispensers and new AMH products entering the market.

 

 

 

Edgy Librarian 2012
Wednesday, February 1, 2012
Open Source and RFID Update Title Slide

Presented Open Source and RFID Update at the Edgy Librarian online conference.  This PDF file includes the slides as well as speaker notes.

Available here

White Paper
Saturday, December 31, 2011
cover page of white paper

This white paper identifies the key benefits of sharing a library system in the context of today’s technological environment. The benefits include cost savings, improved resource-sharing opportunities, providing a higher quality system staff, improving the quality of the collection, streamlining library workflows, optimizing the patron experience, eliminating routing slips and pre-sorting, and adding value to the consortial affiliation.

White Paper:  Why A Shared Library System Makes Sense

CLA Annual Conference
Sunday, November 13, 2011
Open Source ILS Presentation Title Slide

This was a joint presentation with Henry Bankhead of Los Gatos Public Library, Kevin Pischke of William Jessup University, Scott Hines of Palo Alto University, and Deborah Lipoma of Santa Cruz Public Library. I began with an overview of the ILS and Open Source ILS marketplace.  Then, each presenter talked about their own benefits and challenges along the way to moving to Koha or Evergreen. Finally, each presenter provided some useful procurement tips.

Collaborative Librarianship 3(3):163-173 (2011)
Monday, October 10, 2011
coverpage

Collaborative Librarianship 3(3):163-173 (2011)

This article is the culmination of my three year project with the Massachusetts regions as it pertains to their delivery operations.  The paper presents important aspects and issues related to the merging of six regional library delivery services in a single statewide system that serves more than 550 libraries, that together circulate more than 15 million items annually throughout the Commonwealth of Massachusetts. The purpose of marrying the six distinct systems was to reduce redundancies and incorporate innovative features to improve library processing efficiency.  Most libraries are members of one of nine separate shared integrated library systems. The paper covers the background, objectives, benefits, issues, lessons learned, and a successful request for proposal procurement process for this complex project.

Available at:  http://collaborativelibrarianship.org/index.php/jocl/article/view/142/108

 

Califa Vendor Fair
Thursday, September 1, 2011
ILS Marketplace presentation cover image

Joint presentation with John Thill of Napa City-County Library.  I provided an overview of the Open Source ILS marketplace and John covered new developments on the proprietary side.

Koha Users and Developers Meeting (KUDOS), Madison, WI
Tuesday, May 3, 2011
map of New Zealand

Slides from my lightning round at KUDOS Conference in Madison, Wisconsin.  The presentation is an entertaining (I hope) history lesson on how Koha came to be and how it changed everything.  Trying to give some props to those brave souls that got us going on the open source ILS trajectory!

Edgy Librarian
Thursday, January 27, 2011
title slide of presentation

On January 27th, representatives from Arcadia and Los Gatos libraries participated in the Edgy Librarian online conference.  The archive is, unfortunately, only available to participants who paid (and presumably already saw the program).  

For the program, we did an "Open Source - Open Libraries Update" in which I interviewed the two people from each library who have been most intimately involved in their library's migration to Koha.  

The full text of their prepared answers to my questions are included in the notes area of the PPT slides.  It is available here in PDF format.

Webinar
Wednesday, December 15, 2010
title slide of presentation

The requirements governing E-Rate, CIPA, and filtering in libraries is often confusing.

  • Has your library decided not to apply for E-Rate funds because of the filtering requirements?
  • Do you get E-Rate or LSTA funds that require filtering but you aren't sure if you are in compliance?
  • If our library doesn't filter, are there other laws we should be worrying about?
  • When does patron Internet use shift from Free Speech to Harassment?
  • Is there anything new in filtering technology?

Mary Minow (LibraryLaw.com) and Lori Ayre (LibraryFiltering.org) will provide answers to these questions and more as they revisit the issues related to filtering, CIPA, and the often-confusing laws that libraries must navigate.

Each speaker will explain the elements that libraries need to address when developing or revising their Internet Use Policies and using technology to enforce them. Whether you apply for E-Rate now or are wondering if you should, this webinar will provide useful tools for navigating these sometimes muddy waters.

At the end of this one-hour webinar, attendees will have:

  • a basic understanding of the filtering requirements for libraries that receive E-Rate and LSTA funds
  • a knowledge of best practices for using filters in libraries aside from E-Rate and LSTA requirement
  • a introduction to how Internet content filters work
  • an update on what's new in filtering technology
  • a review of free speech and sexual harassment law as it applies to the Internet in public and school libraries
Public Library Association 2010 Annual Conference
Friday, March 26, 2010
title slide of presentation

Presentation at PLA 2010 in Portland Oregon with Gretchen Freeman (Associate Director for Technology, Salt Lake County Library) and Kathleen Smith (Projects Librarian, Fresno County Public Library)

The blurb: Are your technology projects inspired more by the latest bell or whistle instead of what will pay off for your library? Do your technologies deliver both the steak and the sizzle? This panel presentation will outline cost/benefit analysis and case studies for justifying technology projects to administrators and funding agencies. Whether you are vying for large or small dollars, show how a technology investment delivers both "cents and sensibility" for your library.

Open Source Library Software Series
Thursday, October 22, 2009
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Third of a three-part series of webinars on open source library systems sponsored by Infopeople Califa, and the Open Source Library Consortium.  The goal of the webinar was to share information about free and open source software that extends the capabilities of the library's current ILS, whether it is an open source system like Koha or Evergreen or a proprietary system like Millennium, CARL, or Horizon.    The webinar focused primarily on discovery interface and metasearch products.

Califa Vendor Fair 2009
Thursday, August 27, 2009
Attendees chose the topic to be addressed from this slide

From a session at the 2009 Califa Vendor Fair on the Open Source - Open Libraries Consortium.  There was no formal presentation.  Instead, attendees were asked to choose the topics to be addressed in the short session.  PPT slides were used to help answer those questions.  Handouts that were available are included as the last three pages of the attached PDF.

Attendees chose the topic to be addressed from this slide.

Open Source Library Software Series
Tuesday, July 21, 2009
title slide of presentation

Second of a three-part series of webinars on open source library systems sponsored by Infopeople Califa, and the Open Source Library Consortium.  The goal of the webinar was to help libraries understand why involving your organization in an OSLS project creates opportunities for delivering new services to customers and optimizing the work of your staff.

Open Source Library Software Series
Wednesday, June 24, 2009
title slide of presentation

First of a three-part series of webinars on open source library systems sponsored by Infopeople Califa, and the Open Source Library Consortium. The goal of this webinar was to help clarify the differences between the proprietary ILS model and the new OSLS model, including what it means for the library staff and budget.

KohaCon 2009
Thursday, April 16, 2009
title slide of presentation

Presentation at KohaCon 2009. The goal of this session is to make sure people moving to an Open Source Library System such as Koha don't treat the change as "just another migration with a new vendor" The possibilities are endless. It requires a complete culture shift to truly take advantage of the possibilities. And, its exciting! Plano, Texas.

California Library Association 2008 Annual Conference
Sunday, November 16, 2008
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Mini-demo at California Library Association 2008 Annual Conference, San Jose, CA.

Any Means Necessary: Beyond Interlibrary Loans Workshop
Monday, September 24, 2007
undescribed image

Presentation at Tampa Bay Library Consortium (TBLC) as part of their workshop entitled Any Means Necessary: Beyond Interlibrary Loans. Tampa, Florida.

American Library Association 2007 Annual Conference
Saturday, June 23, 2007
title slide of presentation

This was one of three presentations from the Transforming Your Library, and Your Library's Future, with Technology panel at ALA Annual 2007. The other panelists were Casey Bisson and Roy Tennant. This panel was part of the Libraries Transform Communities series. Washington, DC.

Our panel was part of the larger Libraries Transform Communities theme.

If you'd like to hear my presentation, here's the 40 min podcast. Or if you'd rather just watch the slides, here's a Powerpoint Show of my presentation.

Library Philosophy and Practice, LPP Special Issue on Libraries and Google
Friday, June 1, 2007
image of title page of presentation

Library Philosophy and Practice, LPP Special Issue on Libraries and Google

Article discussing how Netflix and similar services are shaping expectations about product delivery, which in turn are driving libraries to rethink how items are delivered to their customers. Library Delivery 2.0 refers to the idea of delivering library materials into the user's hands in a way that is personalized, convenient and fast. Written November, 2006.

Available from: http://unllib.unl.edu/LPP/ayre.htm

Webinar
Thursday, April 5, 2007
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Lori Ayre and Mary Minow discuss the intersection of library services and technology issues in this 55 minute podcast.

Slides (PDF) and Handout (PDF)

Metropolitan New York Library Council Workshop
Tuesday, February 13, 2007
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(slides)
Half-day workshop at Metropolitan New York Library Council, New York City.

North Bay Linux Users' Group Meeting
Tuesday, December 12, 2006
title slide of presentation

Presentation to the North Bay Linux User's Group, Sebastopol, CA.

California Library Association 2006 Annual Conference
Sunday, November 12, 2006
title slide of presentation

(slides)
Mini-demo at California Library Association 2006 Annual Conference, Sacramento, CA.

California Library Association 2006 Annual Conference
Sunday, November 12, 2006
title slide of presentation

(slides)
Mini-demo at California Library Association 2006 Annual Conference, Sacramento, CA.

California Library Association 2006 Annual Conference
Saturday, November 11, 2006
title slide of presentation

(slides)
Mini-demo at California Library Association 2006 Annual Conference, Sacramento, CA.

Moving Mountains: Exploring Library Courier Services Symposium
Thursday, September 14, 2006
title page of presentation

Presentation at Moving Mountains: Exploring Library Courier Services Symposium, Denver, CO.

Report
Friday, May 12, 2006
title page of report

Report identifying six trends affecting library delivery services.

Better Together: Creating Partnerships for Community Learning Conference
Monday, April 10, 2006
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(slides) Presentation at Better Together: Creating Partnerships for Community Learning Conference, Cerritos, CA. April 10, 2006

Oregon Library Association Annual Conference
Friday, April 7, 2006

Co-presented with Alan Bern (Berkeley Public Library), Marilyn Sheck (Seattle Public Library), and Margaret Hazel (Eugene Public Library).  Program was sponsered by the Intellectual Freedom Committee. The point of the session was to explain how the RFID technology used in libraries is different from what is used by Walmart and other supply-chain applications.  

Slides are no longer available.

RFID: Applications, Security and Privacy. (Eds. Garfinkel, S. and Rosenberg, B.) Addison-Wesley Professional (July 16, 2005)
Saturday, July 16, 2005
Picture of Book Cover

From the Back Cover: Radio frequency identification (RFID) technology is rapidly becoming ubiquitous as businesses seek to streamline supply chains and respond to mandates from key customers. But RFID and other new wireless ID technologies raise unprecedented privacy issues. RFID: Applications, Security, and Privacy covers these issues from every angle and viewpoint.

Award-winning technology journalist and privacy expert Simson Garfinkel brings together contributions from every stakeholder community—from RFID suppliers to privacy advocates and beyond. His contributors introduce today’s leading wireless ID technologies, trace their evolution, explain their promise, assess their privacy risks, and evaluate proposed solutions—technical, business, and political. The book also looks beyond RFID, reviewing the privacy implications of Wi-Fi, Bluetooth, smart cards, biometrics, new cell-phone networks, and the ever-evolving Internet. Highlights include

  • How RFID and other wireless ID technologies work
  • RFID applications—from gas stations and pharmacies to the twenty-first century battlefield
  • RFID, privacy, and the law—in the United States and around the world
  • RFID, security, and industrial espionage
  • How Bluetooth and Wi-Fi can track individuals, with or without their permission
  • Technical solutions to wireless ID privacy concerns—their values and limitations
  • Stakeholder perspectives from EPCglobal, Inc., Gemplus, The Procter & Gamble Company, and other industry leaders
  • The future of citizen activism on privacy issues

Clear, balanced, and accessible, this is the indispensable primer for everyone involved in RFID: businesses implementing or evaluating RFID; technology suppliers responding to user concerns; and policymakers and privacy advocates who want a deeper understanding of the technology and its implications.

New and used copies available from Amazon.

I wrote Chapter 14: Wireless Trakcing in the Library: Benefits, Threats, and Responsibilities.

Library Technology Report, Issue 2, March-April (2004)
Monday, March 1, 2004

This report, Filtering and Filter Software, was written in 2003 for the American Library Association's Library Technology Reports series. It explores the issues associated with using Internet content filters in libraries. Throughout the report, specific products are referenced and the differences discussed.

Readers who wish to understand the myriad issues at work when filters and libraries come together will benefit from reading each chapter in order. Each chapter is also designed to stand on its own and provide targeted assistance for libraries considering filtering, selecting a filter, or implementing a filter.  

Chapters can be purchased (PDFs) at ALA TechSource

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