LAUC Library Technology Advisory Group Report for Fall Assembly

Librarians Association of the
University of California

To: Librarians Association of the University of California Executive Board

From: Colby Riggs, Librarians Association of the University of California Representative
to the Library Technology Advisory Group

Date: 11/18/02

Subject: Library Technology Advisory Group (LTAG) Brief Summary of Activities Since May 2002 (the last report submitted to the Librarians Association of the University of California (LAUC) Spring Assembly)

5/02-07/02 - Call for comments from SOPAG on the Report of the Privacy Task Force, which concerns LTAG, especially recommendation #4. LTAG discussion - Members submitted constructive comments on how LTAG can provide guidance on the Report, especially in terms of record retention. 5/8/02 - Chair Schmidt summarized the LTAG comments on the Report of the Privacy Task Force. LTAG discussion - A consensus that LTAG should take on the task of developing guidelines as described in the report. 7/8/02 - Chair Schmidt canceled the tentatively scheduled Summer conference call and proposed agenda items for the Fall meeting which included: Shibboleth pilot projects, access integration projects, and the LTAG technology survey draft. LTAG discussion - All agreed to cancel conference call and meet in the Fall. 7/26/02 - Chair Schmidt scheduled the next meeting for Monday, September 23, in Oakland and will ask again in August for agenda items. LTAG discussion - All agreed to attend the September meeting 8/19/02- Distribution of the formal charge from SOPAG to LTAG on the Report of the Privacy Task Force recommendation #4. The LTAG response will be created at the September meeting. LTAG discussion - All agreed to be prepared for the discussion. 8/22-23/02 - Development and distribution of the agenda for the September meeting: elect new chair, SOPAG assignment - Report of the Privacy Task Force recommendation #4, library technology survey, follow-up discussion re UC DLF, directory discussion w/ David Walker, Shibboleth update, access integration models/projects, CDL reports, and campus reports. LTAG discussion - All approved the agenda items. 9/23/ 02 - Library Technology Advisory Group (LTAG) Meeting - Oakland, CA Present: Donald Barclay (UCM), Diane Bisom (UCI), Larry Carver (UCSB), Luc Declerck (UCSD), Mary Heath (CDL), Lee Jaffe (UCSC, for Bob White), Ralph Moon (UCB), Colby Riggs (LAUC), Terry Ryan (UCLA), Heidi Schmidt (UCSF), Dale Snapp (UCD), Terry Toy (UCR, Chair and Recorder) New LTAG Chair The new LTAG Chair will be Terry Toy, Head of Library Systems at UC Riverside for the next two-year term. UC DLF Debriefing: Colby Riggs reported that an online report summarizing the UC DL Forum was available at: http://sun3.lib.uci.edu/~cmriggs/Digital/. Colby proposed that LTAG serve as the ongoing group to guide the DLF. If LTAG agrees to this idea, a recommendation will be forwarded to SOPAG. Library Technology Survey: Diane Bisom and Terry Ryan were charged with developing a method to inventory or document the different technologies used by the UC Campuses. Diane presented her new SQL database. The different categories will record hardware/software, operating systems, etc. used at the different UC Libraries. This tool will greatly improve the information sharing among the UC technology groups. The LTAG committee members will test the following categories of the database by October 7, 2002: Contact, ILS, Web Services, Technical. All comments will be forwarded to Diane Bisom/Terry Ryan. The comments should include suggestions for additional categories, additional review questions, etc. Logins for each campus were discussed at the meeting. Diane Bisom and Terry Ryan will report back to the group with comments about the first test categories and how to complete the other categories. Record Retention-SOPAG assignment SOPAG was charged by LTAG with an assignment that grew out of the SOPAG Library Privacy Task Force Report recommendation: "4. Determination of Library Systems Standards: It would save the UC Libraries considerable time if we could have some general standards or guidelines for which library systems records should be stored beyond their immediate use and for how long. The appropriate group to determine if general guidelines are feasible, and to develop them if they are, is probably LTAG." Terry Ryan suggested a starting point for determining Library Systems Standards or Guidelines for retention of library [patron] records could begin with the Privacy Audit Checklist which was an attached document to the SOPAG Privacy Task Force Report: http://www.cdlib.org/libstaff/privacytf/ The LTAG committee members will review the document by October 7, 2002. All comments will be forwarded to Ralph Moon who will edit the document and forward it to the LTAG Chair. The document will then be reviewed and forwarded to the Privacy Liaisons All Campus Group before any recommendations are sent to SOPAG. UCOP Directory Update David Walker the Director of Advanced Technologies at UCOP, reported on the Enterprise Directory Project that was created to coordinate the establishment of enterprise directories on each UC campus and UCOP. For further information about this project link to: http://www.ucop.edu/irc/edp/welcome.html Shibboleth Update As part of the Internet2 pilot project, CDL will be running a Shibboleth server, however this is for experimentation only and is not considered an 'official' server. Shibboleth is a cross-institutional authentication and authorization service on the Web. CDL Update Mary Heath from CDL reported on the CDL proposal to SOPAG regarding a collaborative effort for SFX licenses. CDL would install multiple instances of SFX on their SFX server. Nine of the campuses are interested in this model, with one campus (Davis) preferring to run their own SFX server. The procedures and/or specifications for loading records into SFX will be forthcoming. Mary warned that rewriting proxies do not work with SFX (EZ Proxy was used as an example). Concerns were raised about the z39.50 connections opened by Aleph to campus ILS' for circ status displays. It was reported that more z39.50 connections will be '-opened-' because Aleph does not reuse connections the same way as the current Melvyl. This might become a licensing issue for the local library systems who have limits on the number of z39.50 ports available. It was also mentioned that the most current browser versions are required to correctly display non-Roman character sets in Aleph, and CSA's newest version of software prefers a current browser. Most campus libraries reported switching to IE as their 'default' browser. IE 6.0 or above is the recommended browser to use to avoid display problems. Netscape 7.0 is not fully tested, but appears to have no display problems. The intention to provide disk space to house documents for VDX desktop delivery is still a goal. UC Libraries are still using their own servers to store scanned documents. Colby Riggs mentioned there might be a problem with Ariel naming conventions, and CDL should investigate before libraries begin to store articles on the CDL server. It was confirmed that telnet Request still requires transmission of a separate patron file to the old CDL server. The patron file would contain the list of the patrons eligible to use telnet Request. Campus reports Each campus reported on events at their libraries. Some highlights include: UCSD Information Technology Department is reorganizing and will follow the ITIL Management model. UCB has equipped some facilities with PCs that require a UCB logon to access non-library internet resources. UCI brought up the issue of maintenance for the Minolta 7000's. UCM will be celebrating their groundbreaking on October 25, 2002. UCR's new UL will begin work on November 4, 2002. UCLA will be going through an RFP process for a new system, they hope the new system will be up and running by 2004/2005. UCD has an acting Head of Systems, Dale Snapp, and continues with their Ex Libris implementation. UCSF announced the opening of a satellite library at their Mission Bay campus (scheduled to open January 6, 2003) UCSB Library digital services have implemented a three level backup and recovery architecture. Diagrams are available upon request. Report by John Ober John Ober from CDL reported on some of the current CDL projects including: $150,000 Mellon grant to cover a yearlong survey of technologies available for harvesting, basic discovery tools, etc. Discussions with Luna for co-development of their Insight product Digital preservation repository desired by ULs SFX collaborative purchase: SOPAG has agreed to the proposed model Loading non-UC records into Aleph (serial records questionable) CDL-T director position available Description for the Manager of Architecture and Infrastructure position will be written soon STAS temporarily on hiatus, but will resume regular meetings soon Pilot Shibboleth implementation starting this Fall, CDL expressing interest on behalf of the UC System. Origin site software will be installed on a server at CDL Possibility of LTAG volunteering to be the program committee for DLF SOPAG Access Integration Model-each campus should discuss the model and give feedback to SOPAG in time for their November meeting. A copy of the report can be found at: http://www.slp.ucop.edu/sopag/AIM-AccessIntergrationModelv9.PDF The next scheduled meeting will be sometime in Spring 2003. 10/9/02 - Distribution by John Tanno, chair of SOPAG of the current version of the Access Integration Model document. No discussion by LTAG 10/21/02 - Information distributed by Mary Heath, CDL, about what would be required to create campuses instances of the SFX database. In response to inquiries CDL has created the preliminary introduction to what will be involved at your end for adding campus E-journal holdings to the CDL-hosted campus instances of SFX. No discussion by LTAG 10/23/02 - Information distributed by Mary Heath, CDL, as a response to questions from members of the UC community who are working from home or abroad and wish to use products that provide search access to our remotely-licensed A&I databases through the Z39.50 protocol. These products encompass such widely-used applications as EndNote, ReferenceManager, and SciFinder Scholar. Mary reported, while CDL has worked extensively with A&I vendors to encourage them to support downloading results of a search into one of these products when using the A&I vendor's native interface, searching directly with Endnote, etc. is a more difficult issue. Currently, the only way to use the "search a remote database" function of these products is from a machine with a UC IP address, i.e. located on campus. This is because the proxy servers currently in place will not handle Z39.50 queries. The CDL has found that it is possible for a campus or library to run a special Z39.50 proxy server that allows patrons to access licensed databases using Z39.50, i.e. using the search function within Endnote, etc. However, the Z39.50 proxy server we have adapted and tested does have some special requirements: Access is controlled by passwords in a file (implying maintenance, similar to what's required for htaccess in Web servers) A separate server must be run for each vendor The server is, however, relatively easy to set up and maintain. CDL is prepared to distribute software and set up instructions at no cost to campuses that are interested in running the Z39.50 proxy application for their campus. However, the software does not belong to the CDL and ongoing support cannot be guaranteed at this time. If you believe this approach has potential for your campus or library, we would prefer you coordinate your inquiries to CDL through your LTAG representative. Discussion by LTAG pending 11/6/02 - A new LTAG charge from John Tanno, chair of SOPAG. LTAG is assigned to appoint a Program Planning Committee to develop the agenda and program for annual UC Digital Library Forums. The Committee should include John Ober and at least one digital library developer from the campuses. Discussion by LTAG pending: LTAG discussion - Members submitted constructive comments on how LTAG can provide guidance on the Report, especially in terms of record retention.
5/8/02 - Chair Schmidt summarized the LTAG comments on the Report of the Privacy Task Force. LTAG discussion - A consensus that LTAG should take on the task of developing guidelines as described in the report. 7/8/02 - Chair Schmidt canceled the tentatively scheduled Summer conference call and proposed agenda items for the Fall meeting which included: Shibboleth pilot projects, access integration projects, and the LTAG technology survey draft. LTAG discussion - All agreed to cancel conference call and meet in the Fall. 7/26/02 - Chair Schmidt scheduled the next meeting for Monday, September 23, in Oakland and will ask again in August for agenda items. LTAG discussion - All agreed to attend the September meeting 8/19/02- Distribution of the formal charge from SOPAG to LTAG on the Report of the Privacy Task Force recommendation #4. The LTAG response will be created at the September meeting. LTAG discussion - All agreed to be prepared for the discussion. 8/22-23/02 - Development and distribution of the agenda for the September meeting: elect new chair, SOPAG assignment - Report of the Privacy Task Force recommendation #4, library technology survey, follow-up discussion re UC DLF, directory discussion w/ David Walker, Shibboleth update, access integration models/projects, CDL reports, and campus reports. LTAG discussion - All approved the agenda items. 9/23/ 02 - Library Technology Advisory Group (LTAG) Meeting - Oakland, CA Present: Donald Barclay (UCM), Diane Bisom (UCI), Larry Carver (UCSB), Luc Declerck (UCSD), Mary Heath (CDL), Lee Jaffe (UCSC, for Bob White), Ralph Moon (UCB), Colby Riggs (LAUC), Terry Ryan (UCLA), Heidi Schmidt (UCSF), Dale Snapp (UCD), Terry Toy (UCR, Chair and Recorder) New LTAG Chair The new LTAG Chair will be Terry Toy, Head of Library Systems at UC Riverside for the next two-year term. UC DLF Debriefing: Colby Riggs reported that an online report summarizing the UC DL Forum was available at: http://sun3.lib.uci.edu/~cmriggs/Digital/. Colby proposed that LTAG serve as the ongoing group to guide the DLF. If LTAG agrees to this idea, a recommendation will be forwarded to SOPAG. Library Technology Survey: Diane Bisom and Terry Ryan were charged with developing a method to inventory or document the different technologies used by the UC Campuses. Diane presented her new SQL database. The different categories will record hardware/software, operating systems, etc. used at the different UC Libraries. This tool will greatly improve the information sharing among the UC technology groups. The LTAG committee members will test the following categories of the database by October 7, 2002: Contact, ILS, Web Services, Technical. All comments will be forwarded to Diane Bisom/Terry Ryan. The comments should include suggestions for additional categories, additional review questions, etc. Logins for each campus were discussed at the meeting. Diane Bisom and Terry Ryan will report back to the group with comments about the first test categories and how to complete the other categories. Record Retention-SOPAG assignment SOPAG was charged by LTAG with an assignment that grew out of the SOPAG Library Privacy Task Force Report recommendation: "4. Determination of Library Systems Standards: It would save the UC Libraries considerable time if we could have some general standards or guidelines for which library systems records should be stored beyond their immediate use and for how long. The appropriate group to determine if general guidelines are feasible, and to develop them if they are, is probably LTAG." Terry Ryan suggested a starting point for determining Library Systems Standards or Guidelines for retention of library [patron] records could begin with the Privacy Audit Checklist which was an attached document to the SOPAG Privacy Task Force Report: http://www.cdlib.org/libstaff/privacytf/ The LTAG committee members will review the document by October 7, 2002. All comments will be forwarded to Ralph Moon who will edit the document and forward it to the LTAG Chair. The document will then be reviewed and forwarded to the Privacy Liaisons All Campus Group before any recommendations are sent to SOPAG. UCOP Directory Update David Walker the Director of Advanced Technologies at UCOP, reported on the Enterprise Directory Project that was created to coordinate the establishment of enterprise directories on each UC campus and UCOP. For further information about this project link to: http://www.ucop.edu/irc/edp/welcome.html Shibboleth Update As part of the Internet2 pilot project, CDL will be running a Shibboleth server, however this is for experimentation only and is not considered an 'official' server. Shibboleth is a cross-institutional authentication and authorization service on the Web. CDL Update Mary Heath from CDL reported on the CDL proposal to SOPAG regarding a collaborative effort for SFX licenses. CDL would install multiple instances of SFX on their SFX server. Nine of the campuses are interested in this model, with one campus (Davis) preferring to run their own SFX server. The procedures and/or specifications for loading records into SFX will be forthcoming. Mary warned that rewriting proxies do not work with SFX (EZ Proxy was used as an example). Concerns were raised about the z39.50 connections opened by Aleph to campus ILS' for circ status displays. It was reported that more z39.50 connections will be '-opened-' because Aleph does not reuse connections the same way as the current Melvyl. This might become a licensing issue for the local library systems who have limits on the number of z39.50 ports available. It was also mentioned that the most current browser versions are required to correctly display non-Roman character sets in Aleph, and CSA's newest version of software prefers a current browser. Most campus libraries reported switching to IE as their 'default' browser. IE 6.0 or above is the recommended browser to use to avoid display problems. Netscape 7.0 is not fully tested, but appears to have no display problems. The intention to provide disk space to house documents for VDX desktop delivery is still a goal. UC Libraries are still using their own servers to store scanned documents. Colby Riggs mentioned there might be a problem with Ariel naming conventions, and CDL should investigate before libraries begin to store articles on the CDL server. It was confirmed that telnet Request still requires transmission of a separate patron file to the old CDL server. The patron file would contain the list of the patrons eligible to use telnet Request. Campus reports Each campus reported on events at their libraries. Some highlights include: UCSD Information Technology Department is reorganizing and will follow the ITIL Management model. UCB has equipped some facilities with PCs that require a UCB logon to access non-library internet resources. UCI brought up the issue of maintenance for the Minolta 7000's. UCM will be celebrating their groundbreaking on October 25, 2002. UCR's new UL will begin work on November 4, 2002. UCLA will be going through an RFP process for a new system, they hope the new system will be up and running by 2004/2005. UCD has an acting Head of Systems, Dale Snapp, and continues with their Ex Libris implementation. UCSF announced the opening of a satellite library at their Mission Bay campus (scheduled to open January 6, 2003) UCSB Library digital services have implemented a three level backup and recovery architecture. Diagrams are available upon request. Report by John Ober John Ober from CDL reported on some of the current CDL projects including: $150,000 Mellon grant to cover a yearlong survey of technologies available for harvesting, basic discovery tools, etc. Discussions with Luna for co-development of their Insight product Digital preservation repository desired by ULs SFX collaborative purchase: SOPAG has agreed to the proposed model Loading non-UC records into Aleph (serial records questionable) CDL-T director position available Description for the Manager of Architecture and Infrastructure position will be written soon STAS temporarily on hiatus, but will resume regular meetings soon Pilot Shibboleth implementation starting this Fall, CDL expressing interest on behalf of the UC System. Origin site software will be installed on a server at CDL Possibility of LTAG volunteering to be the program committee for DLF SOPAG Access Integration Model-each campus should discuss the model and give feedback to SOPAG in time for their November meeting. A copy of the report can be found at: http://www.slp.ucop.edu/sopag/AIM-AccessIntergrationModelv9.PDF The next scheduled meeting will be sometime in Spring 2003. 10/9/02 - Distribution by John Tanno, chair of SOPAG of the current version of the Access Integration Model document. No discussion by LTAG 10/21/02 - Information distributed by Mary Heath, CDL, about what would be required to create campuses instances of the SFX database. In response to inquiries CDL has created the preliminary introduction to what will be involved at your end for adding campus E-journal holdings to the CDL-hosted campus instances of SFX. No discussion by LTAG 10/23/02 - Information distributed by Mary Heath, CDL, as a response to questions from members of the UC community who are working from home or abroad and wish to use products that provide search access to our remotely-licensed A&I databases through the Z39.50 protocol. These products encompass such widely-used applications as EndNote, ReferenceManager, and SciFinder Scholar. Mary reported, while CDL has worked extensively with A&I vendors to encourage them to support downloading results of a search into one of these products when using the A&I vendor's native interface, searching directly with Endnote, etc. is a more difficult issue. Currently, the only way to use the "search a remote database" function of these products is from a machine with a UC IP address, i.e. located on campus. This is because the proxy servers currently in place will not handle Z39.50 queries. The CDL has found that it is possible for a campus or library to run a special Z39.50 proxy server that allows patrons to access licensed databases using Z39.50, i.e. using the search function within Endnote, etc. However, the Z39.50 proxy server we have adapted and tested does have some special requirements: Access is controlled by passwords in a file (implying maintenance, similar to what's required for htaccess in Web servers) A separate server must be run for each vendor The server is, however, relatively easy to set up and maintain. CDL is prepared to distribute software and set up instructions at no cost to campuses that are interested in running the Z39.50 proxy application for their campus. However, the software does not belong to the CDL and ongoing support cannot be guaranteed at this time. If you believe this approach has potential for your campus or library, we would prefer you coordinate your inquiries to CDL through your LTAG representative. Discussion by LTAG pending 11/6/02 - A new LTAG charge from John Tanno, chair of SOPAG. LTAG is assigned to appoint a Program Planning Committee to develop the agenda and program for annual UC Digital Library Forums. The Committee should include John Ober and at least one digital library developer from the campuses. Discussion by LTAG pending: LTAG discussion - A consensus that LTAG should take on the task of developing guidelines as described in the report.
7/8/02 - Chair Schmidt canceled the tentatively scheduled Summer conference call and proposed agenda items for the Fall meeting which included: Shibboleth pilot projects, access integration projects, and the LTAG technology survey draft. LTAG discussion - All agreed to cancel conference call and meet in the Fall. 7/26/02 - Chair Schmidt scheduled the next meeting for Monday, September 23, in Oakland and will ask again in August for agenda items. LTAG discussion - All agreed to attend the September meeting 8/19/02- Distribution of the formal charge from SOPAG to LTAG on the Report of the Privacy Task Force recommendation #4. The LTAG response will be created at the September meeting. LTAG discussion - All agreed to be prepared for the discussion. 8/22-23/02 - Development and distribution of the agenda for the September meeting: elect new chair, SOPAG assignment - Report of the Privacy Task Force recommendation #4, library technology survey, follow-up discussion re UC DLF, directory discussion w/ David Walker, Shibboleth update, access integration models/projects, CDL reports, and campus reports. LTAG discussion - All approved the agenda items. 9/23/ 02 - Library Technology Advisory Group (LTAG) Meeting - Oakland, CA Present: Donald Barclay (UCM), Diane Bisom (UCI), Larry Carver (UCSB), Luc Declerck (UCSD), Mary Heath (CDL), Lee Jaffe (UCSC, for Bob White), Ralph Moon (UCB), Colby Riggs (LAUC), Terry Ryan (UCLA), Heidi Schmidt (UCSF), Dale Snapp (UCD), Terry Toy (UCR, Chair and Recorder) New LTAG Chair The new LTAG Chair will be Terry Toy, Head of Library Systems at UC Riverside for the next two-year term. UC DLF Debriefing: Colby Riggs reported that an online report summarizing the UC DL Forum was available at: http://sun3.lib.uci.edu/~cmriggs/Digital/. Colby proposed that LTAG serve as the ongoing group to guide the DLF. If LTAG agrees to this idea, a recommendation will be forwarded to SOPAG. Library Technology Survey: Diane Bisom and Terry Ryan were charged with developing a method to inventory or document the different technologies used by the UC Campuses. Diane presented her new SQL database. The different categories will record hardware/software, operating systems, etc. used at the different UC Libraries. This tool will greatly improve the information sharing among the UC technology groups. The LTAG committee members will test the following categories of the database by October 7, 2002: Contact, ILS, Web Services, Technical. All comments will be forwarded to Diane Bisom/Terry Ryan. The comments should include suggestions for additional categories, additional review questions, etc. Logins for each campus were discussed at the meeting. Diane Bisom and Terry Ryan will report back to the group with comments about the first test categories and how to complete the other categories. Record Retention-SOPAG assignment SOPAG was charged by LTAG with an assignment that grew out of the SOPAG Library Privacy Task Force Report recommendation: "4. Determination of Library Systems Standards: It would save the UC Libraries considerable time if we could have some general standards or guidelines for which library systems records should be stored beyond their immediate use and for how long. The appropriate group to determine if general guidelines are feasible, and to develop them if they are, is probably LTAG." Terry Ryan suggested a starting point for determining Library Systems Standards or Guidelines for retention of library [patron] records could begin with the Privacy Audit Checklist which was an attached document to the SOPAG Privacy Task Force Report: http://www.cdlib.org/libstaff/privacytf/ The LTAG committee members will review the document by October 7, 2002. All comments will be forwarded to Ralph Moon who will edit the document and forward it to the LTAG Chair. The document will then be reviewed and forwarded to the Privacy Liaisons All Campus Group before any recommendations are sent to SOPAG. UCOP Directory Update David Walker the Director of Advanced Technologies at UCOP, reported on the Enterprise Directory Project that was created to coordinate the establishment of enterprise directories on each UC campus and UCOP. For further information about this project link to: http://www.ucop.edu/irc/edp/welcome.html Shibboleth Update As part of the Internet2 pilot project, CDL will be running a Shibboleth server, however this is for experimentation only and is not considered an 'official' server. Shibboleth is a cross-institutional authentication and authorization service on the Web. CDL Update Mary Heath from CDL reported on the CDL proposal to SOPAG regarding a collaborative effort for SFX licenses. CDL would install multiple instances of SFX on their SFX server. Nine of the campuses are interested in this model, with one campus (Davis) preferring to run their own SFX server. The procedures and/or specifications for loading records into SFX will be forthcoming. Mary warned that rewriting proxies do not work with SFX (EZ Proxy was used as an example). Concerns were raised about the z39.50 connections opened by Aleph to campus ILS' for circ status displays. It was reported that more z39.50 connections will be '-opened-' because Aleph does not reuse connections the same way as the current Melvyl. This might become a licensing issue for the local library systems who have limits on the number of z39.50 ports available. It was also mentioned that the most current browser versions are required to correctly display non-Roman character sets in Aleph, and CSA's newest version of software prefers a current browser. Most campus libraries reported switching to IE as their 'default' browser. IE 6.0 or above is the recommended browser to use to avoid display problems. Netscape 7.0 is not fully tested, but appears to have no display problems. The intention to provide disk space to house documents for VDX desktop delivery is still a goal. UC Libraries are still using their own servers to store scanned documents. Colby Riggs mentioned there might be a problem with Ariel naming conventions, and CDL should investigate before libraries begin to store articles on the CDL server. It was confirmed that telnet Request still requires transmission of a separate patron file to the old CDL server. The patron file would contain the list of the patrons eligible to use telnet Request. Campus reports Each campus reported on events at their libraries. Some highlights include: UCSD Information Technology Department is reorganizing and will follow the ITIL Management model. UCB has equipped some facilities with PCs that require a UCB logon to access non-library internet resources. UCI brought up the issue of maintenance for the Minolta 7000's. UCM will be celebrating their groundbreaking on October 25, 2002. UCR's new UL will begin work on November 4, 2002. UCLA will be going through an RFP process for a new system, they hope the new system will be up and running by 2004/2005. UCD has an acting Head of Systems, Dale Snapp, and continues with their Ex Libris implementation. UCSF announced the opening of a satellite library at their Mission Bay campus (scheduled to open January 6, 2003) UCSB Library digital services have implemented a three level backup and recovery architecture. Diagrams are available upon request. Report by John Ober John Ober from CDL reported on some of the current CDL projects including: $150,000 Mellon grant to cover a yearlong survey of technologies available for harvesting, basic discovery tools, etc. Discussions with Luna for co-development of their Insight product Digital preservation repository desired by ULs SFX collaborative purchase: SOPAG has agreed to the proposed model Loading non-UC records into Aleph (serial records questionable) CDL-T director position available Description for the Manager of Architecture and Infrastructure position will be written soon STAS temporarily on hiatus, but will resume regular meetings soon Pilot Shibboleth implementation starting this Fall, CDL expressing interest on behalf of the UC System. Origin site software will be installed on a server at CDL Possibility of LTAG volunteering to be the program committee for DLF SOPAG Access Integration Model-each campus should discuss the model and give feedback to SOPAG in time for their November meeting. A copy of the report can be found at: http://www.slp.ucop.edu/sopag/AIM-AccessIntergrationModelv9.PDF The next scheduled meeting will be sometime in Spring 2003. 10/9/02 - Distribution by John Tanno, chair of SOPAG of the current version of the Access Integration Model document. No discussion by LTAG 10/21/02 - Information distributed by Mary Heath, CDL, about what would be required to create campuses instances of the SFX database. In response to inquiries CDL has created the preliminary introduction to what will be involved at your end for adding campus E-journal holdings to the CDL-hosted campus instances of SFX. No discussion by LTAG 10/23/02 - Information distributed by Mary Heath, CDL, as a response to questions from members of the UC community who are working from home or abroad and wish to use products that provide search access to our remotely-licensed A&I databases through the Z39.50 protocol. These products encompass such widely-used applications as EndNote, ReferenceManager, and SciFinder Scholar. Mary reported, while CDL has worked extensively with A&I vendors to encourage them to support downloading results of a search into one of these products when using the A&I vendor's native interface, searching directly with Endnote, etc. is a more difficult issue. Currently, the only way to use the "search a remote database" function of these products is from a machine with a UC IP address, i.e. located on campus. This is because the proxy servers currently in place will not handle Z39.50 queries. The CDL has found that it is possible for a campus or library to run a special Z39.50 proxy server that allows patrons to access licensed databases using Z39.50, i.e. using the search function within Endnote, etc. However, the Z39.50 proxy server we have adapted and tested does have some special requirements: Access is controlled by passwords in a file (implying maintenance, similar to what's required for htaccess in Web servers) A separate server must be run for each vendor The server is, however, relatively easy to set up and maintain. CDL is prepared to distribute software and set up instructions at no cost to campuses that are interested in running the Z39.50 proxy application for their campus. However, the software does not belong to the CDL and ongoing support cannot be guaranteed at this time. If you believe this approach has potential for your campus or library, we would prefer you coordinate your inquiries to CDL through your LTAG representative. Discussion by LTAG pending 11/6/02 - A new LTAG charge from John Tanno, chair of SOPAG. LTAG is assigned to appoint a Program Planning Committee to develop the agenda and program for annual UC Digital Library Forums. The Committee should include John Ober and at least one digital library developer from the campuses. Discussion by LTAG pending: LTAG discussion - All agreed to cancel conference call and meet in the Fall.
7/26/02 - Chair Schmidt scheduled the next meeting for Monday, September 23, in Oakland and will ask again in August for agenda items. LTAG discussion - All agreed to attend the September meeting 8/19/02- Distribution of the formal charge from SOPAG to LTAG on the Report of the Privacy Task Force recommendation #4. The LTAG response will be created at the September meeting. LTAG discussion - All agreed to be prepared for the discussion. 8/22-23/02 - Development and distribution of the agenda for the September meeting: elect new chair, SOPAG assignment - Report of the Privacy Task Force recommendation #4, library technology survey, follow-up discussion re UC DLF, directory discussion w/ David Walker, Shibboleth update, access integration models/projects, CDL reports, and campus reports. LTAG discussion - All approved the agenda items. 9/23/ 02 - Library Technology Advisory Group (LTAG) Meeting - Oakland, CA Present: Donald Barclay (UCM), Diane Bisom (UCI), Larry Carver (UCSB), Luc Declerck (UCSD), Mary Heath (CDL), Lee Jaffe (UCSC, for Bob White), Ralph Moon (UCB), Colby Riggs (LAUC), Terry Ryan (UCLA), Heidi Schmidt (UCSF), Dale Snapp (UCD), Terry Toy (UCR, Chair and Recorder) New LTAG Chair The new LTAG Chair will be Terry Toy, Head of Library Systems at UC Riverside for the next two-year term. UC DLF Debriefing: Colby Riggs reported that an online report summarizing the UC DL Forum was available at: http://sun3.lib.uci.edu/~cmriggs/Digital/. Colby proposed that LTAG serve as the ongoing group to guide the DLF. If LTAG agrees to this idea, a recommendation will be forwarded to SOPAG. Library Technology Survey: Diane Bisom and Terry Ryan were charged with developing a method to inventory or document the different technologies used by the UC Campuses. Diane presented her new SQL database. The different categories will record hardware/software, operating systems, etc. used at the different UC Libraries. This tool will greatly improve the information sharing among the UC technology groups. The LTAG committee members will test the following categories of the database by October 7, 2002: Contact, ILS, Web Services, Technical. All comments will be forwarded to Diane Bisom/Terry Ryan. The comments should include suggestions for additional categories, additional review questions, etc. Logins for each campus were discussed at the meeting. Diane Bisom and Terry Ryan will report back to the group with comments about the first test categories and how to complete the other categories. Record Retention-SOPAG assignment SOPAG was charged by LTAG with an assignment that grew out of the SOPAG Library Privacy Task Force Report recommendation: "4. Determination of Library Systems Standards: It would save the UC Libraries considerable time if we could have some general standards or guidelines for which library systems records should be stored beyond their immediate use and for how long. The appropriate group to determine if general guidelines are feasible, and to develop them if they are, is probably LTAG." Terry Ryan suggested a starting point for determining Library Systems Standards or Guidelines for retention of library [patron] records could begin with the Privacy Audit Checklist which was an attached document to the SOPAG Privacy Task Force Report: http://www.cdlib.org/libstaff/privacytf/ The LTAG committee members will review the document by October 7, 2002. All comments will be forwarded to Ralph Moon who will edit the document and forward it to the LTAG Chair. The document will then be reviewed and forwarded to the Privacy Liaisons All Campus Group before any recommendations are sent to SOPAG. UCOP Directory Update David Walker the Director of Advanced Technologies at UCOP, reported on the Enterprise Directory Project that was created to coordinate the establishment of enterprise directories on each UC campus and UCOP. For further information about this project link to: http://www.ucop.edu/irc/edp/welcome.html Shibboleth Update As part of the Internet2 pilot project, CDL will be running a Shibboleth server, however this is for experimentation only and is not considered an 'official' server. Shibboleth is a cross-institutional authentication and authorization service on the Web. CDL Update Mary Heath from CDL reported on the CDL proposal to SOPAG regarding a collaborative effort for SFX licenses. CDL would install multiple instances of SFX on their SFX server. Nine of the campuses are interested in this model, with one campus (Davis) preferring to run their own SFX server. The procedures and/or specifications for loading records into SFX will be forthcoming. Mary warned that rewriting proxies do not work with SFX (EZ Proxy was used as an example). Concerns were raised about the z39.50 connections opened by Aleph to campus ILS' for circ status displays. It was reported that more z39.50 connections will be '-opened-' because Aleph does not reuse connections the same way as the current Melvyl. This might become a licensing issue for the local library systems who have limits on the number of z39.50 ports available. It was also mentioned that the most current browser versions are required to correctly display non-Roman character sets in Aleph, and CSA's newest version of software prefers a current browser. Most campus libraries reported switching to IE as their 'default' browser. IE 6.0 or above is the recommended browser to use to avoid display problems. Netscape 7.0 is not fully tested, but appears to have no display problems. The intention to provide disk space to house documents for VDX desktop delivery is still a goal. UC Libraries are still using their own servers to store scanned documents. Colby Riggs mentioned there might be a problem with Ariel naming conventions, and CDL should investigate before libraries begin to store articles on the CDL server. It was confirmed that telnet Request still requires transmission of a separate patron file to the old CDL server. The patron file would contain the list of the patrons eligible to use telnet Request. Campus reports Each campus reported on events at their libraries. Some highlights include: UCSD Information Technology Department is reorganizing and will follow the ITIL Management model. UCB has equipped some facilities with PCs that require a UCB logon to access non-library internet resources. UCI brought up the issue of maintenance for the Minolta 7000's. UCM will be celebrating their groundbreaking on October 25, 2002. UCR's new UL will begin work on November 4, 2002. UCLA will be going through an RFP process for a new system, they hope the new system will be up and running by 2004/2005. UCD has an acting Head of Systems, Dale Snapp, and continues with their Ex Libris implementation. UCSF announced the opening of a satellite library at their Mission Bay campus (scheduled to open January 6, 2003) UCSB Library digital services have implemented a three level backup and recovery architecture. Diagrams are available upon request. Report by John Ober John Ober from CDL reported on some of the current CDL projects including: $150,000 Mellon grant to cover a yearlong survey of technologies available for harvesting, basic discovery tools, etc. Discussions with Luna for co-development of their Insight product Digital preservation repository desired by ULs SFX collaborative purchase: SOPAG has agreed to the proposed model Loading non-UC records into Aleph (serial records questionable) CDL-T director position available Description for the Manager of Architecture and Infrastructure position will be written soon STAS temporarily on hiatus, but will resume regular meetings soon Pilot Shibboleth implementation starting this Fall, CDL expressing interest on behalf of the UC System. Origin site software will be installed on a server at CDL Possibility of LTAG volunteering to be the program committee for DLF SOPAG Access Integration Model-each campus should discuss the model and give feedback to SOPAG in time for their November meeting. A copy of the report can be found at: http://www.slp.ucop.edu/sopag/AIM-AccessIntergrationModelv9.PDF The next scheduled meeting will be sometime in Spring 2003. 10/9/02 - Distribution by John Tanno, chair of SOPAG of the current version of the Access Integration Model document. No discussion by LTAG 10/21/02 - Information distributed by Mary Heath, CDL, about what would be required to create campuses instances of the SFX database. In response to inquiries CDL has created the preliminary introduction to what will be involved at your end for adding campus E-journal holdings to the CDL-hosted campus instances of SFX. No discussion by LTAG 10/23/02 - Information distributed by Mary Heath, CDL, as a response to questions from members of the UC community who are working from home or abroad and wish to use products that provide search access to our remotely-licensed A&I databases through the Z39.50 protocol. These products encompass such widely-used applications as EndNote, ReferenceManager, and SciFinder Scholar. Mary reported, while CDL has worked extensively with A&I vendors to encourage them to support downloading results of a search into one of these products when using the A&I vendor's native interface, searching directly with Endnote, etc. is a more difficult issue. Currently, the only way to use the "search a remote database" function of these products is from a machine with a UC IP address, i.e. located on campus. This is because the proxy servers currently in place will not handle Z39.50 queries. The CDL has found that it is possible for a campus or library to run a special Z39.50 proxy server that allows patrons to access licensed databases using Z39.50, i.e. using the search function within Endnote, etc. However, the Z39.50 proxy server we have adapted and tested does have some special requirements: Access is controlled by passwords in a file (implying maintenance, similar to what's required for htaccess in Web servers) A separate server must be run for each vendor The server is, however, relatively easy to set up and maintain. CDL is prepared to distribute software and set up instructions at no cost to campuses that are interested in running the Z39.50 proxy application for their campus. However, the software does not belong to the CDL and ongoing support cannot be guaranteed at this time. If you believe this approach has potential for your campus or library, we would prefer you coordinate your inquiries to CDL through your LTAG representative. Discussion by LTAG pending 11/6/02 - A new LTAG charge from John Tanno, chair of SOPAG. LTAG is assigned to appoint a Program Planning Committee to develop the agenda and program for annual UC Digital Library Forums. The Committee should include John Ober and at least one digital library developer from the campuses. Discussion by LTAG pending: LTAG discussion - All agreed to attend the September meeting
8/19/02- Distribution of the formal charge from SOPAG to LTAG on the Report of the Privacy Task Force recommendation #4. The LTAG response will be created at the September meeting. LTAG discussion - All agreed to be prepared for the discussion. 8/22-23/02 - Development and distribution of the agenda for the September meeting: elect new chair, SOPAG assignment - Report of the Privacy Task Force recommendation #4, library technology survey, follow-up discussion re UC DLF, directory discussion w/ David Walker, Shibboleth update, access integration models/projects, CDL reports, and campus reports. LTAG discussion - All approved the agenda items. 9/23/ 02 - Library Technology Advisory Group (LTAG) Meeting - Oakland, CA Present: Donald Barclay (UCM), Diane Bisom (UCI), Larry Carver (UCSB), Luc Declerck (UCSD), Mary Heath (CDL), Lee Jaffe (UCSC, for Bob White), Ralph Moon (UCB), Colby Riggs (LAUC), Terry Ryan (UCLA), Heidi Schmidt (UCSF), Dale Snapp (UCD), Terry Toy (UCR, Chair and Recorder) New LTAG Chair The new LTAG Chair will be Terry Toy, Head of Library Systems at UC Riverside for the next two-year term. UC DLF Debriefing: Colby Riggs reported that an online report summarizing the UC DL Forum was available at: http://sun3.lib.uci.edu/~cmriggs/Digital/. Colby proposed that LTAG serve as the ongoing group to guide the DLF. If LTAG agrees to this idea, a recommendation will be forwarded to SOPAG. Library Technology Survey: Diane Bisom and Terry Ryan were charged with developing a method to inventory or document the different technologies used by the UC Campuses. Diane presented her new SQL database. The different categories will record hardware/software, operating systems, etc. used at the different UC Libraries. This tool will greatly improve the information sharing among the UC technology groups. The LTAG committee members will test the following categories of the database by October 7, 2002: Contact, ILS, Web Services, Technical. All comments will be forwarded to Diane Bisom/Terry Ryan. The comments should include suggestions for additional categories, additional review questions, etc. Logins for each campus were discussed at the meeting. Diane Bisom and Terry Ryan will report back to the group with comments about the first test categories and how to complete the other categories. Record Retention-SOPAG assignment SOPAG was charged by LTAG with an assignment that grew out of the SOPAG Library Privacy Task Force Report recommendation: "4. Determination of Library Systems Standards: It would save the UC Libraries considerable time if we could have some general standards or guidelines for which library systems records should be stored beyond their immediate use and for how long. The appropriate group to determine if general guidelines are feasible, and to develop them if they are, is probably LTAG." Terry Ryan suggested a starting point for determining Library Systems Standards or Guidelines for retention of library [patron] records could begin with the Privacy Audit Checklist which was an attached document to the SOPAG Privacy Task Force Report: http://www.cdlib.org/libstaff/privacytf/ The LTAG committee members will review the document by October 7, 2002. All comments will be forwarded to Ralph Moon who will edit the document and forward it to the LTAG Chair. The document will then be reviewed and forwarded to the Privacy Liaisons All Campus Group before any recommendations are sent to SOPAG. UCOP Directory Update David Walker the Director of Advanced Technologies at UCOP, reported on the Enterprise Directory Project that was created to coordinate the establishment of enterprise directories on each UC campus and UCOP. For further information about this project link to: http://www.ucop.edu/irc/edp/welcome.html Shibboleth Update As part of the Internet2 pilot project, CDL will be running a Shibboleth server, however this is for experimentation only and is not considered an 'official' server. Shibboleth is a cross-institutional authentication and authorization service on the Web. CDL Update Mary Heath from CDL reported on the CDL proposal to SOPAG regarding a collaborative effort for SFX licenses. CDL would install multiple instances of SFX on their SFX server. Nine of the campuses are interested in this model, with one campus (Davis) preferring to run their own SFX server. The procedures and/or specifications for loading records into SFX will be forthcoming. Mary warned that rewriting proxies do not work with SFX (EZ Proxy was used as an example). Concerns were raised about the z39.50 connections opened by Aleph to campus ILS' for circ status displays. It was reported that more z39.50 connections will be '-opened-' because Aleph does not reuse connections the same way as the current Melvyl. This might become a licensing issue for the local library systems who have limits on the number of z39.50 ports available. It was also mentioned that the most current browser versions are required to correctly display non-Roman character sets in Aleph, and CSA's newest version of software prefers a current browser. Most campus libraries reported switching to IE as their 'default' browser. IE 6.0 or above is the recommended browser to use to avoid display problems. Netscape 7.0 is not fully tested, but appears to have no display problems. The intention to provide disk space to house documents for VDX desktop delivery is still a goal. UC Libraries are still using their own servers to store scanned documents. Colby Riggs mentioned there might be a problem with Ariel naming conventions, and CDL should investigate before libraries begin to store articles on the CDL server. It was confirmed that telnet Request still requires transmission of a separate patron file to the old CDL server. The patron file would contain the list of the patrons eligible to use telnet Request. Campus reports Each campus reported on events at their libraries. Some highlights include: UCSD Information Technology Department is reorganizing and will follow the ITIL Management model. UCB has equipped some facilities with PCs that require a UCB logon to access non-library internet resources. UCI brought up the issue of maintenance for the Minolta 7000's. UCM will be celebrating their groundbreaking on October 25, 2002. UCR's new UL will begin work on November 4, 2002. UCLA will be going through an RFP process for a new system, they hope the new system will be up and running by 2004/2005. UCD has an acting Head of Systems, Dale Snapp, and continues with their Ex Libris implementation. UCSF announced the opening of a satellite library at their Mission Bay campus (scheduled to open January 6, 2003) UCSB Library digital services have implemented a three level backup and recovery architecture. Diagrams are available upon request. Report by John Ober John Ober from CDL reported on some of the current CDL projects including: $150,000 Mellon grant to cover a yearlong survey of technologies available for harvesting, basic discovery tools, etc. Discussions with Luna for co-development of their Insight product Digital preservation repository desired by ULs SFX collaborative purchase: SOPAG has agreed to the proposed model Loading non-UC records into Aleph (serial records questionable) CDL-T director position available Description for the Manager of Architecture and Infrastructure position will be written soon STAS temporarily on hiatus, but will resume regular meetings soon Pilot Shibboleth implementation starting this Fall, CDL expressing interest on behalf of the UC System. Origin site software will be installed on a server at CDL Possibility of LTAG volunteering to be the program committee for DLF SOPAG Access Integration Model-each campus should discuss the model and give feedback to SOPAG in time for their November meeting. A copy of the report can be found at: http://www.slp.ucop.edu/sopag/AIM-AccessIntergrationModelv9.PDF The next scheduled meeting will be sometime in Spring 2003. 10/9/02 - Distribution by John Tanno, chair of SOPAG of the current version of the Access Integration Model document. No discussion by LTAG 10/21/02 - Information distributed by Mary Heath, CDL, about what would be required to create campuses instances of the SFX database. In response to inquiries CDL has created the preliminary introduction to what will be involved at your end for adding campus E-journal holdings to the CDL-hosted campus instances of SFX. No discussion by LTAG 10/23/02 - Information distributed by Mary Heath, CDL, as a response to questions from members of the UC community who are working from home or abroad and wish to use products that provide search access to our remotely-licensed A&I databases through the Z39.50 protocol. These products encompass such widely-used applications as EndNote, ReferenceManager, and SciFinder Scholar. Mary reported, while CDL has worked extensively with A&I vendors to encourage them to support downloading results of a search into one of these products when using the A&I vendor's native interface, searching directly with Endnote, etc. is a more difficult issue. Currently, the only way to use the "search a remote database" function of these products is from a machine with a UC IP address, i.e. located on campus. This is because the proxy servers currently in place will not handle Z39.50 queries. The CDL has found that it is possible for a campus or library to run a special Z39.50 proxy server that allows patrons to access licensed databases using Z39.50, i.e. using the search function within Endnote, etc. However, the Z39.50 proxy server we have adapted and tested does have some special requirements: Access is controlled by passwords in a file (implying maintenance, similar to what's required for htaccess in Web servers) A separate server must be run for each vendor The server is, however, relatively easy to set up and maintain. CDL is prepared to distribute software and set up instructions at no cost to campuses that are interested in running the Z39.50 proxy application for their campus. However, the software does not belong to the CDL and ongoing support cannot be guaranteed at this time. If you believe this approach has potential for your campus or library, we would prefer you coordinate your inquiries to CDL through your LTAG representative. Discussion by LTAG pending 11/6/02 - A new LTAG charge from John Tanno, chair of SOPAG. LTAG is assigned to appoint a Program Planning Committee to develop the agenda and program for annual UC Digital Library Forums. The Committee should include John Ober and at least one digital library developer from the campuses. Discussion by LTAG pending: LTAG discussion - All agreed to be prepared for the discussion.
8/22-23/02 - Development and distribution of the agenda for the September meeting: elect new chair, SOPAG assignment - Report of the Privacy Task Force recommendation #4, library technology survey, follow-up discussion re UC DLF, directory discussion w/ David Walker, Shibboleth update, access integration models/projects, CDL reports, and campus reports. LTAG discussion - All approved the agenda items. 9/23/ 02 - Library Technology Advisory Group (LTAG) Meeting - Oakland, CA Present: Donald Barclay (UCM), Diane Bisom (UCI), Larry Carver (UCSB), Luc Declerck (UCSD), Mary Heath (CDL), Lee Jaffe (UCSC, for Bob White), Ralph Moon (UCB), Colby Riggs (LAUC), Terry Ryan (UCLA), Heidi Schmidt (UCSF), Dale Snapp (UCD), Terry Toy (UCR, Chair and Recorder) New LTAG Chair The new LTAG Chair will be Terry Toy, Head of Library Systems at UC Riverside for the next two-year term. UC DLF Debriefing: Colby Riggs reported that an online report summarizing the UC DL Forum was available at: http://sun3.lib.uci.edu/~cmriggs/Digital/. Colby proposed that LTAG serve as the ongoing group to guide the DLF. If LTAG agrees to this idea, a recommendation will be forwarded to SOPAG. Library Technology Survey: Diane Bisom and Terry Ryan were charged with developing a method to inventory or document the different technologies used by the UC Campuses. Diane presented her new SQL database. The different categories will record hardware/software, operating systems, etc. used at the different UC Libraries. This tool will greatly improve the information sharing among the UC technology groups. The LTAG committee members will test the following categories of the database by October 7, 2002: Contact, ILS, Web Services, Technical. All comments will be forwarded to Diane Bisom/Terry Ryan. The comments should include suggestions for additional categories, additional review questions, etc. Logins for each campus were discussed at the meeting. Diane Bisom and Terry Ryan will report back to the group with comments about the first test categories and how to complete the other categories. Record Retention-SOPAG assignment SOPAG was charged by LTAG with an assignment that grew out of the SOPAG Library Privacy Task Force Report recommendation: "4. Determination of Library Systems Standards: It would save the UC Libraries considerable time if we could have some general standards or guidelines for which library systems records should be stored beyond their immediate use and for how long. The appropriate group to determine if general guidelines are feasible, and to develop them if they are, is probably LTAG." Terry Ryan suggested a starting point for determining Library Systems Standards or Guidelines for retention of library [patron] records could begin with the Privacy Audit Checklist which was an attached document to the SOPAG Privacy Task Force Report: http://www.cdlib.org/libstaff/privacytf/ The LTAG committee members will review the document by October 7, 2002. All comments will be forwarded to Ralph Moon who will edit the document and forward it to the LTAG Chair. The document will then be reviewed and forwarded to the Privacy Liaisons All Campus Group before any recommendations are sent to SOPAG. UCOP Directory Update David Walker the Director of Advanced Technologies at UCOP, reported on the Enterprise Directory Project that was created to coordinate the establishment of enterprise directories on each UC campus and UCOP. For further information about this project link to: http://www.ucop.edu/irc/edp/welcome.html Shibboleth Update As part of the Internet2 pilot project, CDL will be running a Shibboleth server, however this is for experimentation only and is not considered an 'official' server. Shibboleth is a cross-institutional authentication and authorization service on the Web. CDL Update Mary Heath from CDL reported on the CDL proposal to SOPAG regarding a collaborative effort for SFX licenses. CDL would install multiple instances of SFX on their SFX server. Nine of the campuses are interested in this model, with one campus (Davis) preferring to run their own SFX server. The procedures and/or specifications for loading records into SFX will be forthcoming. Mary warned that rewriting proxies do not work with SFX (EZ Proxy was used as an example). Concerns were raised about the z39.50 connections opened by Aleph to campus ILS' for circ status displays. It was reported that more z39.50 connections will be '-opened-' because Aleph does not reuse connections the same way as the current Melvyl. This might become a licensing issue for the local library systems who have limits on the number of z39.50 ports available. It was also mentioned that the most current browser versions are required to correctly display non-Roman character sets in Aleph, and CSA's newest version of software prefers a current browser. Most campus libraries reported switching to IE as their 'default' browser. IE 6.0 or above is the recommended browser to use to avoid display problems. Netscape 7.0 is not fully tested, but appears to have no display problems. The intention to provide disk space to house documents for VDX desktop delivery is still a goal. UC Libraries are still using their own servers to store scanned documents. Colby Riggs mentioned there might be a problem with Ariel naming conventions, and CDL should investigate before libraries begin to store articles on the CDL server. It was confirmed that telnet Request still requires transmission of a separate patron file to the old CDL server. The patron file would contain the list of the patrons eligible to use telnet Request. Campus reports Each campus reported on events at their libraries. Some highlights include: UCSD Information Technology Department is reorganizing and will follow the ITIL Management model. UCB has equipped some facilities with PCs that require a UCB logon to access non-library internet resources. UCI brought up the issue of maintenance for the Minolta 7000's. UCM will be celebrating their groundbreaking on October 25, 2002. UCR's new UL will begin work on November 4, 2002. UCLA will be going through an RFP process for a new system, they hope the new system will be up and running by 2004/2005. UCD has an acting Head of Systems, Dale Snapp, and continues with their Ex Libris implementation. UCSF announced the opening of a satellite library at their Mission Bay campus (scheduled to open January 6, 2003) UCSB Library digital services have implemented a three level backup and recovery architecture. Diagrams are available upon request. Report by John Ober John Ober from CDL reported on some of the current CDL projects including: $150,000 Mellon grant to cover a yearlong survey of technologies available for harvesting, basic discovery tools, etc. Discussions with Luna for co-development of their Insight product Digital preservation repository desired by ULs SFX collaborative purchase: SOPAG has agreed to the proposed model Loading non-UC records into Aleph (serial records questionable) CDL-T director position available Description for the Manager of Architecture and Infrastructure position will be written soon STAS temporarily on hiatus, but will resume regular meetings soon Pilot Shibboleth implementation starting this Fall, CDL expressing interest on behalf of the UC System. Origin site software will be installed on a server at CDL Possibility of LTAG volunteering to be the program committee for DLF SOPAG Access Integration Model-each campus should discuss the model and give feedback to SOPAG in time for their November meeting. A copy of the report can be found at: http://www.slp.ucop.edu/sopag/AIM-AccessIntergrationModelv9.PDF The next scheduled meeting will be sometime in Spring 2003. 10/9/02 - Distribution by John Tanno, chair of SOPAG of the current version of the Access Integration Model document. No discussion by LTAG 10/21/02 - Information distributed by Mary Heath, CDL, about what would be required to create campuses instances of the SFX database. In response to inquiries CDL has created the preliminary introduction to what will be involved at your end for adding campus E-journal holdings to the CDL-hosted campus instances of SFX. No discussion by LTAG 10/23/02 - Information distributed by Mary Heath, CDL, as a response to questions from members of the UC community who are working from home or abroad and wish to use products that provide search access to our remotely-licensed A&I databases through the Z39.50 protocol. These products encompass such widely-used applications as EndNote, ReferenceManager, and SciFinder Scholar. Mary reported, while CDL has worked extensively with A&I vendors to encourage them to support downloading results of a search into one of these products when using the A&I vendor's native interface, searching directly with Endnote, etc. is a more difficult issue. Currently, the only way to use the "search a remote database" function of these products is from a machine with a UC IP address, i.e. located on campus. This is because the proxy servers currently in place will not handle Z39.50 queries. The CDL has found that it is possible for a campus or library to run a special Z39.50 proxy server that allows patrons to access licensed databases using Z39.50, i.e. using the search function within Endnote, etc. However, the Z39.50 proxy server we have adapted and tested does have some special requirements: Access is controlled by passwords in a file (implying maintenance, similar to what's required for htaccess in Web servers) A separate server must be run for each vendor The server is, however, relatively easy to set up and maintain. CDL is prepared to distribute software and set up instructions at no cost to campuses that are interested in running the Z39.50 proxy application for their campus. However, the software does not belong to the CDL and ongoing support cannot be guaranteed at this time. If you believe this approach has potential for your campus or library, we would prefer you coordinate your inquiries to CDL through your LTAG representative. Discussion by LTAG pending 11/6/02 - A new LTAG charge from John Tanno, chair of SOPAG. LTAG is assigned to appoint a Program Planning Committee to develop the agenda and program for annual UC Digital Library Forums. The Committee should include John Ober and at least one digital library developer from the campuses. Discussion by LTAG pending: LTAG discussion - All approved the agenda items.
9/23/ 02 - Library Technology Advisory Group (LTAG) Meeting - Oakland, CA Present: Donald Barclay (UCM), Diane Bisom (UCI), Larry Carver (UCSB), Luc Declerck (UCSD), Mary Heath (CDL), Lee Jaffe (UCSC, for Bob White), Ralph Moon (UCB), Colby Riggs (LAUC), Terry Ryan (UCLA), Heidi Schmidt (UCSF), Dale Snapp (UCD), Terry Toy (UCR, Chair and Recorder) New LTAG Chair The new LTAG Chair will be Terry Toy, Head of Library Systems at UC Riverside for the next two-year term. UC DLF Debriefing: Colby Riggs reported that an online report summarizing the UC DL Forum was available at: http://sun3.lib.uci.edu/~cmriggs/Digital/. Colby proposed that LTAG serve as the ongoing group to guide the DLF. If LTAG agrees to this idea, a recommendation will be forwarded to SOPAG. Library Technology Survey: Diane Bisom and Terry Ryan were charged with developing a method to inventory or document the different technologies used by the UC Campuses. Diane presented her new SQL database. The different categories will record hardware/software, operating systems, etc. used at the different UC Libraries. This tool will greatly improve the information sharing among the UC technology groups. The LTAG committee members will test the following categories of the database by October 7, 2002: Contact, ILS, Web Services, Technical. All comments will be forwarded to Diane Bisom/Terry Ryan. The comments should include suggestions for additional categories, additional review questions, etc. Logins for each campus were discussed at the meeting. Diane Bisom and Terry Ryan will report back to the group with comments about the first test categories and how to complete the other categories. Record Retention-SOPAG assignment SOPAG was charged by LTAG with an assignment that grew out of the SOPAG Library Privacy Task Force Report recommendation: "4. Determination of Library Systems Standards: It would save the UC Libraries considerable time if we could have some general standards or guidelines for which library systems records should be stored beyond their immediate use and for how long. The appropriate group to determine if general guidelines are feasible, and to develop them if they are, is probably LTAG." Terry Ryan suggested a starting point for determining Library Systems Standards or Guidelines for retention of library [patron] records could begin with the Privacy Audit Checklist which was an attached document to the SOPAG Privacy Task Force Report: http://www.cdlib.org/libstaff/privacytf/ The LTAG committee members will review the document by October 7, 2002. All comments will be forwarded to Ralph Moon who will edit the document and forward it to the LTAG Chair. The document will then be reviewed and forwarded to the Privacy Liaisons All Campus Group before any recommendations are sent to SOPAG. UCOP Directory Update David Walker the Director of Advanced Technologies at UCOP, reported on the Enterprise Directory Project that was created to coordinate the establishment of enterprise directories on each UC campus and UCOP. For further information about this project link to: http://www.ucop.edu/irc/edp/welcome.html Shibboleth Update As part of the Internet2 pilot project, CDL will be running a Shibboleth server, however this is for experimentation only and is not considered an 'official' server. Shibboleth is a cross-institutional authentication and authorization service on the Web. CDL Update Mary Heath from CDL reported on the CDL proposal to SOPAG regarding a collaborative effort for SFX licenses. CDL would install multiple instances of SFX on their SFX server. Nine of the campuses are interested in this model, with one campus (Davis) preferring to run their own SFX server. The procedures and/or specifications for loading records into SFX will be forthcoming. Mary warned that rewriting proxies do not work with SFX (EZ Proxy was used as an example). Concerns were raised about the z39.50 connections opened by Aleph to campus ILS' for circ status displays. It was reported that more z39.50 connections will be '-opened-' because Aleph does not reuse connections the same way as the current Melvyl. This might become a licensing issue for the local library systems who have limits on the number of z39.50 ports available. It was also mentioned that the most current browser versions are required to correctly display non-Roman character sets in Aleph, and CSA's newest version of software prefers a current browser. Most campus libraries reported switching to IE as their 'default' browser. IE 6.0 or above is the recommended browser to use to avoid display problems. Netscape 7.0 is not fully tested, but appears to have no display problems. The intention to provide disk space to house documents for VDX desktop delivery is still a goal. UC Libraries are still using their own servers to store scanned documents. Colby Riggs mentioned there might be a problem with Ariel naming conventions, and CDL should investigate before libraries begin to store articles on the CDL server. It was confirmed that telnet Request still requires transmission of a separate patron file to the old CDL server. The patron file would contain the list of the patrons eligible to use telnet Request. Campus reports Each campus reported on events at their libraries. Some highlights include: UCSD Information Technology Department is reorganizing and will follow the ITIL Management model. UCB has equipped some facilities with PCs that require a UCB logon to access non-library internet resources. UCI brought up the issue of maintenance for the Minolta 7000's. UCM will be celebrating their groundbreaking on October 25, 2002. UCR's new UL will begin work on November 4, 2002. UCLA will be going through an RFP process for a new system, they hope the new system will be up and running by 2004/2005. UCD has an acting Head of Systems, Dale Snapp, and continues with their Ex Libris implementation. UCSF announced the opening of a satellite library at their Mission Bay campus (scheduled to open January 6, 2003) UCSB Library digital services have implemented a three level backup and recovery architecture. Diagrams are available upon request. Report by John Ober John Ober from CDL reported on some of the current CDL projects including: $150,000 Mellon grant to cover a yearlong survey of technologies available for harvesting, basic discovery tools, etc. Discussions with Luna for co-development of their Insight product Digital preservation repository desired by ULs SFX collaborative purchase: SOPAG has agreed to the proposed model Loading non-UC records into Aleph (serial records questionable) CDL-T director position available Description for the Manager of Architecture and Infrastructure position will be written soon STAS temporarily on hiatus, but will resume regular meetings soon Pilot Shibboleth implementation starting this Fall, CDL expressing interest on behalf of the UC System. Origin site software will be installed on a server at CDL Possibility of LTAG volunteering to be the program committee for DLF SOPAG Access Integration Model-each campus should discuss the model and give feedback to SOPAG in time for their November meeting. A copy of the report can be found at: http://www.slp.ucop.edu/sopag/AIM-AccessIntergrationModelv9.PDF The next scheduled meeting will be sometime in Spring 2003. 10/9/02 - Distribution by John Tanno, chair of SOPAG of the current version of the Access Integration Model document. No discussion by LTAG 10/21/02 - Information distributed by Mary Heath, CDL, about what would be required to create campuses instances of the SFX database. In response to inquiries CDL has created the preliminary introduction to what will be involved at your end for adding campus E-journal holdings to the CDL-hosted campus instances of SFX. No discussion by LTAG 10/23/02 - Information distributed by Mary Heath, CDL, as a response to questions from members of the UC community who are working from home or abroad and wish to use products that provide search access to our remotely-licensed A&I databases through the Z39.50 protocol. These products encompass such widely-used applications as EndNote, ReferenceManager, and SciFinder Scholar. Mary reported, while CDL has worked extensively with A&I vendors to encourage them to support downloading results of a search into one of these products when using the A&I vendor's native interface, searching directly with Endnote, etc. is a more difficult issue. Currently, the only way to use the "search a remote database" function of these products is from a machine with a UC IP address, i.e. located on campus. This is because the proxy servers currently in place will not handle Z39.50 queries. The CDL has found that it is possible for a campus or library to run a special Z39.50 proxy server that allows patrons to access licensed databases using Z39.50, i.e. using the search function within Endnote, etc. However, the Z39.50 proxy server we have adapted and tested does have some special requirements: Access is controlled by passwords in a file (implying maintenance, similar to what's required for htaccess in Web servers) A separate server must be run for each vendor The server is, however, relatively easy to set up and maintain. CDL is prepared to distribute software and set up instructions at no cost to campuses that are interested in running the Z39.50 proxy application for their campus. However, the software does not belong to the CDL and ongoing support cannot be guaranteed at this time. If you believe this approach has potential for your campus or library, we would prefer you coordinate your inquiries to CDL through your LTAG representative. Discussion by LTAG pending 11/6/02 - A new LTAG charge from John Tanno, chair of SOPAG. LTAG is assigned to appoint a Program Planning Committee to develop the agenda and program for annual UC Digital Library Forums. The Committee should include John Ober and at least one digital library developer from the campuses. Discussion by LTAG pending
10/9/02 - Distribution by John Tanno, chair of SOPAG of the current version of the Access Integration Model document. No discussion by LTAG 10/21/02 - Information distributed by Mary Heath, CDL, about what would be required to create campuses instances of the SFX database. In response to inquiries CDL has created the preliminary introduction to what will be involved at your end for adding campus E-journal holdings to the CDL-hosted campus instances of SFX. No discussion by LTAG 10/23/02 - Information distributed by Mary Heath, CDL, as a response to questions from members of the UC community who are working from home or abroad and wish to use products that provide search access to our remotely-licensed A&I databases through the Z39.50 protocol. These products encompass such widely-used applications as EndNote, ReferenceManager, and SciFinder Scholar. Mary reported, while CDL has worked extensively with A&I vendors to encourage them to support downloading results of a search into one of these products when using the A&I vendor's native interface, searching directly with Endnote, etc. is a more difficult issue. Currently, the only way to use the "search a remote database" function of these products is from a machine with a UC IP address, i.e. located on campus. This is because the proxy servers currently in place will not handle Z39.50 queries. The CDL has found that it is possible for a campus or library to run a special Z39.50 proxy server that allows patrons to access licensed databases using Z39.50, i.e. using the search function within Endnote, etc. However, the Z39.50 proxy server we have adapted and tested does have some special requirements: Access is controlled by passwords in a file (implying maintenance, similar to what's required for htaccess in Web servers) A separate server must be run for each vendor The server is, however, relatively easy to set up and maintain. CDL is prepared to distribute software and set up instructions at no cost to campuses that are interested in running the Z39.50 proxy application for their campus. However, the software does not belong to the CDL and ongoing support cannot be guaranteed at this time. If you believe this approach has potential for your campus or library, we would prefer you coordinate your inquiries to CDL through your LTAG representative. Discussion by LTAG pending 11/6/02 - A new LTAG charge from John Tanno, chair of SOPAG. LTAG is assigned to appoint a Program Planning Committee to develop the agenda and program for annual UC Digital Library Forums. The Committee should include John Ober and at least one digital library developer from the campuses. Discussion by LTAG pending: No discussion by LTAG
10/21/02 - Information distributed by Mary Heath, CDL, about what would be required to create campuses instances of the SFX database. In response to inquiries CDL has created the preliminary introduction to what will be involved at your end for adding campus E-journal holdings to the CDL-hosted campus instances of SFX. No discussion by LTAG 10/23/02 - Information distributed by Mary Heath, CDL, as a response to questions from members of the UC community who are working from home or abroad and wish to use products that provide search access to our remotely-licensed A&I databases through the Z39.50 protocol. These products encompass such widely-used applications as EndNote, ReferenceManager, and SciFinder Scholar. Mary reported, while CDL has worked extensively with A&I vendors to encourage them to support downloading results of a search into one of these products when using the A&I vendor's native interface, searching directly with Endnote, etc. is a more difficult issue. Currently, the only way to use the "search a remote database" function of these products is from a machine with a UC IP address, i.e. located on campus. This is because the proxy servers currently in place will not handle Z39.50 queries. The CDL has found that it is possible for a campus or library to run a special Z39.50 proxy server that allows patrons to access licensed databases using Z39.50, i.e. using the search function within Endnote, etc. However, the Z39.50 proxy server we have adapted and tested does have some special requirements: Access is controlled by passwords in a file (implying maintenance, similar to what's required for htaccess in Web servers) A separate server must be run for each vendor The server is, however, relatively easy to set up and maintain. CDL is prepared to distribute software and set up instructions at no cost to campuses that are interested in running the Z39.50 proxy application for their campus. However, the software does not belong to the CDL and ongoing support cannot be guaranteed at this time. If you believe this approach has potential for your campus or library, we would prefer you coordinate your inquiries to CDL through your LTAG representative. Discussion by LTAG pending 11/6/02 - A new LTAG charge from John Tanno, chair of SOPAG. LTAG is assigned to appoint a Program Planning Committee to develop the agenda and program for annual UC Digital Library Forums. The Committee should include John Ober and at least one digital library developer from the campuses. Discussion by LTAG pending: No discussion by LTAG
10/23/02 - Information distributed by Mary Heath, CDL, as a response to questions from members of the UC community who are working from home or abroad and wish to use products that provide search access to our remotely-licensed A&I databases through the Z39.50 protocol. These products encompass such widely-used applications as EndNote, ReferenceManager, and SciFinder Scholar. Mary reported, while CDL has worked extensively with A&I vendors to encourage them to support downloading results of a search into one of these products when using the A&I vendor's native interface, searching directly with Endnote, etc. is a more difficult issue. Currently, the only way to use the "search a remote database" function of these products is from a machine with a UC IP address, i.e. located on campus. This is because the proxy servers currently in place will not handle Z39.50 queries. The CDL has found that it is possible for a campus or library to run a special Z39.50 proxy server that allows patrons to access licensed databases using Z39.50, i.e. using the search function within Endnote, etc. However, the Z39.50 proxy server we have adapted and tested does have some special requirements: Access is controlled by passwords in a file (implying maintenance, similar to what's required for htaccess in Web servers) A separate server must be run for each vendor The server is, however, relatively easy to set up and maintain. CDL is prepared to distribute software and set up instructions at no cost to campuses that are interested in running the Z39.50 proxy application for their campus. However, the software does not belong to the CDL and ongoing support cannot be guaranteed at this time. If you believe this approach has potential for your campus or library, we would prefer you coordinate your inquiries to CDL through your LTAG representative. Discussion by LTAG pending 11/6/02 - A new LTAG charge from John Tanno, chair of SOPAG. LTAG is assigned to appoint a Program Planning Committee to develop the agenda and program for annual UC Digital Library Forums. The Committee should include John Ober and at least one digital library developer from the campuses. Discussion by LTAG pending: Discussion by LTAG pending
11/6/02 - A new LTAG charge from John Tanno, chair of SOPAG. LTAG is assigned to appoint a Program Planning Committee to develop the agenda and program for annual UC Digital Library Forums. The Committee should include John Ober and at least one digital library developer from the campuses. Discussion by LTAG pending: Discussion by LTAG pending