The Conference

Hotel and Travel Info

Entertainment

 

More Orlando Information

 

  

 

Strength in Partnership

Programs and printable handouts:

Click here for online handouts!

Print before you go!

 

 

 

 

 

 

 

General Sessions

Both CODI and HUG will hold membership meetings.  The meetings will be scheduled at different times so clients who have membership in both HUG and CODI meetings, and epixtech staff may attend both meetings.  Programs will run at the same time as the membership meetings for conferees who do not wish to attend but there will be no Dynix-only programs during the CODI meeting no Horizon-only programs during the Horizon meeting.

epixtech will hold two general sessions. The first ting at the conference will be a company update with Jack Blount, CEO and other senior company staff.  Later in the day, epixtech will present a general session featuring information about iPac 2.01and beyond;  Horizon 7.2 and beyond; ILL; and DigitaLink.  Leadership of the Development Office will meet with CODI members to discuss Dynix development at the CODI Business meeting.

Programs for all users

The members of HUG and CODI have enthusiastically taken to the conference theme.  The largest number of proposed programs is designed to appeal to users of both Dynix and Horizon software.

Principles of Authority Work and Authority Record Creation

This program will present an overview of the theories and principles involved in the creation of authority records.  In the course of this presentation we will discuss personal names and series records.  Included will be the reference sources to be consulted, the types of cross references to be made, and the proper construction of headings.  The section on series headings will also discuss the use of series decision fields.  Attendees at the session are encouraged to bring examples of headings that pose problems in their local catalogs.  The session will not discuss the foibles of Horizon or Dynix but will focus on the creation of the data and the MARC coding involved. 

Anaclare F. Evans, Ph.D., DALNET, Detroit MI

Thin is In: Thin clients in the Dynix and Horizon World

Thin clients in libraries - For Dynix and Horizon libraries. Change everything from one location, and say goodbye to PC repairs and upgrades! A panel of Horizon and Dynix users will give an overview of what thin clients are, discuss how they use thin clients in their libraries, address implementation and cost issues, talk about thin client "gotchas" and good things, and hopefully answer all of your thin questions!

Diane Hamilton - Cape May County Library, Brian Bates - Polk County Library, Robert Karatsu - Rancho Cucamonga Public Library, Ginny Magisano - Stark County District Library

A Couple of clicks, millions of picks - the URSA experience

The focus of the presentation will be on our experiences with implementing the OCLC link in the URSA software. It will include how the software works, work flow and we will share our tips and tricks for using the new feature.

Lauren Stokes, Sarasota County Library System; Beth Watson, Tampa Bay Library Consortium

ipac 2.0+ Accessibility:  Configuring iPAC for maximum sight and physical accessibility

This session will preview ipac 2.0 ADA Accessibility, and what steps and style sheet adjustments are necessary to make the interface robustly ADA-compliant.  Specific navigational techniques and products will also be discussed.

Susan Johns Smith, Pittsburg State University

Paraprofessionals in the Cataloging Department: trends, issues and training

Focuses on the increasing use of paraprofessional catalogers and the implications this trend has on the cataloging department and the quality and quantity of work performed. The paraprofessionals skills and training needs will also be addressed.

Barbara Glackin, Pittsburg State University


Data, Ho!: Using ebook devices and PDAs to carry the Library's collection with you

I've developed a Recall process for our staff where our collection information can be stored as word documents in e-book devices (I have a hiebook) or (possibly) on PDAs. This allows us to do large media buys (Video/DVD/CDs etc.) without having to carry around giant stacks of  printouts. With an AV collection that's already reached over 5500 items, that's a big help.

Nancy Kersten, Green Hills Public Library District, Palos Hills IL
Introduction to JTSoftware Utilities

Introduction to utilities designed to enhance/facilitate Horizon functionality. Utilities for sending e-mail notices, data entry automation, URL verification, backup checkout system, ftp sync'ing and Script management.

Jim Taylor, Asbury Theological Seminary

Look, Ma, No Cables!: Creating a Wireless Training Lab

A regional CODI meeting and Computers in Library conference provided combined inspiration for creating a wireless lab at Green Hills. I'll share all the planning, grant work and physical work that
went into making this real for us. We know have the ability to teach small  groups about computers and the internet, and can do intense Dynix training with staff members in a more suitable environment.

Nancy Kersten, Green Hills Public Library District, Palos Hills IL
Getting Your Stuff Back: Debt Collect in Dynix and Horizon

Get the latest on the new Horizon Debt Collect module from both sides of the operation. Eileen Kontrovitz, SA from Oauchita Parish Public Library, who has used Debt Collect with both Dynix and Horizon, gives the library perspective. John Goodyear, Manager of Information Services at Unique Management Services, gives the collection agency perspective.

Eileen R. Kontrovitz, Ouachita Parish Public Library; John Goodyear,
Unique Management
Cataloging: What do Real Public Libraries Do? Sometimes cataloging is more of an art than a science. This session will be part theoretical and part practical, urging librarians to put the needs of the users at the forefront when creating MARC records. When is it okay to *gasp* make a departure from AACR2? Are there really any ironclad rules for cataloging? (Answer: probably) How can libraries customize records within a consortium? Come prepared to share your own library's tips for improving description and access to your library's materials.

Julie Blackwell, Poplar Creek Public Library, Streamwood, IL; Ellen Marchessault, Carol Stream Public Library, Carol Stream IL

Spine Label Printing System

Program will describe a new system for printing spine labels using Horizon and Dynix.  This label printing system produces a customizable durable label that is easily read and offers libraries the printing functionality and options they have always wanted.

Cheryl Walters, Utah State University; Carl Hull, Computype;
James Taylor, epixtech
The System Administrator's Handbook
Where to go when you have lost your marbles

If you were struck by lightning tonight, how would someone manage to run your system? What should you have in a handbook for the System Administrator? Also what should you list for your own use right now for those days when your brain seems to take a vacation and you need to do something complex?

Marge Freeman, LION Consortium of Virginia
Keeping the vandals at bay

Learn what tools you need in order to send information securely and to build your own low-cost firewall using Linux and Open Source software.  A discussion of how SSH (Secure Shell) and Linux firewall
tools have been used to secure the Westminster Public Library network from mischief-makers.

Eric Sisler, Westminster Public Library, Westminster CO
Linux: Leveraging the Power of Open Source Software

 Find out how libraries from Colorado to Ohio to Spain are harnessing the power of Linux and Open Source software. Eric Sisler, Wes Osborn and Luis Filipe Domingues will discuss the various roles Linux has played at their libraries.

Eric Sisler, Westminster Public Library; Luis Filipe Domingues, Catholica University, Lisbon, Portugal; Charles Osborn, Central Library Consortium of Ohio
ILL: Is it your library's best kept secret?

A show and tell session about how libraries using URSA and RSS are promoting ILL within their communities.

Annette Milliron, North Bay Cooperative Library System, Duryea H. Callaway, DALNET
Going the Extra MiLE

Michigan Library Exchange(MiLE)...a success of technology, marketing, and public relations' plans as indicated by library staff and library users.

Duryea Callaway, DALNET, Detroit, MI
Lock your PACs Down and Manage them from Your Desk How one multi-branch system "mass produces" a PAC configuration, protects it from hackers and klutzes, and troubleshoots it across a wide area network using common software tools.

Al Carlson, Hillsborough County Library System, Tampa FL
Interlibrary Loan: Fee or Free

An exploration of the cost of ILL with and without an
ILL management tool.

Annette Milliron, North Bay Cooperative Library System,
Santa Rosa CA
ILL@your library

A discussion of the future virtual catalogs and  interlibrary loan. Where do we want the software to be in 2 years, 5 years....?

Annette Milliron, North Bay Cooperative Library System,
Santa Rosa CA

Getting the Best from Support

Pointers from epixtech on how to maximize contacts with Support.

epixtech staff

Technical Review - iPAC Application Development 

 

An in-depth discussion of of where iPAC is going, what are the priorities, why are some functional deficiencies not getting the attention they "deserve", etc

epixtech staff
Programs for Dynix users

Always look on the bright side of life

Migration pitfalls and experiences from the newly migrated.

Eileen Kontrovitz, Ouachita Parish Public Library

Doppelganger Buster: Using Recall to Identify Duplicate Records

Richard Lewis has created a new style of Dictionary Item to identify records with duplicate information.  John Hurley explains the dictionaries and their application.

John Hurley, Woodbridge Public Library

Fun with your laser printer

How to print spine labels with your laser printer.

Mary Novak, Franklin Public Library; Sue Holbrook, Germantown Public Library

Making the "System" Work for You

This presentation will cover various strategies for system administrators, covering bits of RECALL, utilities and basic commands to monitor your system, discussion on indexes, profiles, data structures and other file types, as well as how-to to manoeuvre through the epixtech web site, listservs, and user group sites for getting information and support when you need it.

Susan Johns Smith, Pittsburg State University; Steve Orton, epixtech

Out of the Box
Dynix to Horizon migration with default settings

Public Library. Stress relief: how one medium-sized public library did minimal profiling, customization, and set-up work for Dynix to Horizon migration. Due to limited staff and short timeline the migration team consisted of only two employees with other concurrent duties. Library implemented IPAC, Serials, Acquisitions, TeleCirc, Self-Check, etc. with default settings and made only minor tweaks. The session will highlight some of the modifications made along the way. Up on Horizon since April 2001 the library has experienced a 70% increase in circulation since that time.

Connie Moss William T. Cozby Public Library, Coppell TX

Transferring Invoice Data to Peoplesoft: a Workaround solution

The Materials Acquisitions Office, the Information Technology Group and the Accounting Office of the New York Public Library have joined forces to create an efficient means of extracting invoice data from Dynix and uploading it into Peoplesoft. Michael Ciccone, head of the acquisitions office, will demonstrate the process of using Dynix and Microsoft Office to prepare the data for the upload.

Michael Ciccone Head, Materials Acquisitions The New York Public Library

Ask the Database Janitor: finding your dirty data and cleaning it up

A practical guide to using recall to find problem data in the Acquisitions, holdings and bib files then generating reports to clean it up manually or using Dynix utilities to clean it up automatically.

Vicki Teal Lovely, South Central Library System, Madison WI

Heavy Hands on the Keyboard: Sledgehammering Data out of Dynix

Are I-Descriptors indecipherable?  Do F Correlatives make you say Fuggedaboudit?   Here are some simple, barbaric ideas to break open the treasure trove of data hidden in multivalue attributes.

John Hurley, Woodbridge Public Library


Programs for Horizon users
Beyond the Library with Horizon: Museums, Archives, and More This is an open discussion with a short presentation on how horizon can be customized for use in non-library applications such as museums, archives, and others. An example will be presented and then it will be open for sharing on how other institutions are using horizon in non-traditional ways.

Edith Pfeifer List, Marshall Brooks Library

Inventory in the trenches -with a PERCON and a wireless laptop

The presenters will discuss the nuts and bolts of an actual inventory using a PERCON and a laptop with wireless access and discuss all involved processes. Of particular significance is the fact that one of the presenters comes from a public library setting while the other is from an Academic Library.

Pradeep Lele-North Harris College Library, Houston TX
Linda Gambrill - Montgomery County Memorial Library System – Conroe TX
Charting the Seas of Knowledge Management
From Horizon MARC to DigitaLink Dublin Core Metadata

This session will provide an overview of beta testing of DigitaLink at the Detroit Area Library Network, in the summer and fall of 2002. A demonstration of DigitaLink program features will be provided, along with a comparison of a major collection of over 2,000 shipping images, with corresponding metadata, which was ported from an epixtech Horizon database into DigitaLink.

Leo Papa, Systems Librarian, DALNET
Schools on the Horizon/Sunrise

Discussion of features we would like to see as well as what is available. How have you setup your system to get around problems? What do you know that I don't! from circulation to ipac what have you done?

David Schuster, Plano ISD; Margaret Sloan, Fort Bend ISD, San Deigo

Out of Horizon

There's no doubt that the complexity of the Horizon system empowers libraries to achieve most of their goals. But not every library is alike and must be treated like that While Horizon developers are focusing on 80% of the libraries needs, others are trying to address the missing 20%.  Customizing outputs (whether in reports or statistics), exporting and importing data are the major issues. But why does it need to be done by IT people? The answer is: It doesn't. We'll see how library staff and IT staff can partner with the right tools like Microsoft Excel, Word and Access.  Basic SQL and Horizon table structure knowledge is recommended but not necessary.

Luis Filipe Domingues, Catholica University, Lisbon, Portugal

Other duties as required: System administration for the rest of us

In smaller libraries of all types, Horizon system administrators often wear several hats. Three librarians from smaller libraries (a public, college and community college library) will share their experiences balancing their different responsibilities, offer survival strategies, and invite audience participation.

Sara Aden, Assistant Library Director/Computer Systems Manager, North Platte Public Library

Anna Barnard, Cataloger/Horizon System Administrator, Samuel Merritt College

Extracting Information from MARC Records

When it comes to reporting in Horizon, SQL (Structured Query Language) is the way to go. Learn some of the ways in which SQL can be used to generate output from MARC-based tables and suggestions for creating attractive reports.

Tammy K. Baker, Ohio Historical Society

Managing Serials in Horizon

Effective use of the serials module. Come to this introductory session and learn the ins and outs of the serials module. Ever wondered what a particular field actually does? Ever been confused and discouraged? Bring your questions (or answers) to the session and we'll answer as many as time allows. This session will be complemented by breakout #7, "The Ins and Outs of Prediction".

James Mouw, University of Chicago

Technical Review - Horizon Architecture, the Big Picture  

A discussion on database independence, 3-tier architecture, etc.  What does it all mean?
 epixtech staff. 

Technical Review - Horizon Application Development  

An in-depth discussion of of where Horizon is going, what are the priorities, why are some functional
deficiencies not getting the attention they "deserve", etc. 

epixtech staff
Using the Horizon Acquisitions Module
with K-12 Schools

On July 15, 2002, Loudoun County Public School System created its first purchase order using the Horizon Acquisitions Module. This presentation will look at how and why K-12 schools should consider implementing the Horizon acquisitions system and the experiences we have had to date in piloting an interface between the acquisitions module and FAMIS, the automated accounting system used by Loudoun County. LCPS is a former Dynix customer who migrated to Horizon on August 1, 2001. Currently we are ordering for 38 elementary schools, 9 middle schools, and 7 high schools.

Lisa M. Shacklette
Loudoun County Public School System

Browsable Indexes of Non-Roman Scripts

It is possible to create indexes in vernacular scripts.  This session will explore the issues involved in setting up this type of index and give an overview of what is involved in doing this using experimental indexes set up in the University of Chicago database.

Frances McNamara, University of Chicago
John Craig, AlphaG Consulting

Canadian caucus of Horizon users inaugural meeting

From alternate spellings to tracking GST, there are concerns that are unique to Canadian Horizon users.  This meeting will give us an opportunity to identify uniquely Canadian issues and strategize how best to put them forward to the development track.

Miriam Moses - Burnaby Public Library

Unknown topic

Cecilia Chataignier & Sarifah ?

Sybase

Jim Taylor

Horizon Large System Users Group

A free discussion among peers.

Chat Sessions

There will be a series of informal sessions to discuss

Dynix and Horizon modules and their application.

Module Chat Sessions

 

The users of each Dynix and Horizon will meet separately to discuss their best ideas for application and improvement of the software and systems related to the various modules.  Planned sessions include:

Acquisitions

Circulation     

Cataloging     

RPA

IPAC & WebPAC, Community Resources

System Administration

Serials

Hidden Commands and Utilities

 


epixtech Programs

epixtech has issued this preliminary schedule.  Programs on the schedule are subject to change or cancellation depending on availability of presenters.

General sessions

epixtech President Jack Blount looks forward to welcoming customers in the “Company Update” general session.  He will talk about his background and vision for the direction of epixtech. Jack will be joined by Ty Brown, SVP for Global Operations, in talking about the focus on global customer operations.

Julian Critchfield, CTO, and the Product Management team will present a general session on development plans for Dynix, Horizon Sunrise, iPac, and ConnectLib products. The session also covers the latest improvements to the beta testing and product design process.

epixtech representatives also support the HUG and CODI user group meetings as they discuss initiatives and enhancements processes.

epixtech New Products Track—This track includes demos and discussion of new products or services available to customers. Programs are usually repeated more than once for scheduling convenience.

§         iPac Add-ons (Kid’s iPac, Spanish iPac, Enriched Content, Consolidated Searching, etc.)

§         DigitaLink –the comprehensive solution for building a digital library

§         iSelect and iRequest –the newest ILL solutions

§         DebtCollect for Horizon –graphical version of the popular Dynix interface to send patron accounts to Unique Management for materials recovery services

§         iLearn and CBT –the newest versions of Web-based training and CBT training

§         Professional Services –description of the types of services available through this team

§         Reciprocal Borrowing –the ability to exchange patron records for circulation, even with a separate ILL system

§         N2H2 filtering –solve your Internet filtering problems

epixtech Dynix to Horizon Track –This track provides an update on the migration process and comparisons with Dynix. Programs are usually repeated more than once for scheduling convenience.

§         “How do I do…?” naming specific Dynix functions and showing their equivalent in Horizon

§         Migration process –overview of the process of data migration and system implementation including the new Go Live and preinstall using iLearn training

§         Design differences –How do the database, item types, borrower controls, etc. differ?

§         Planning your move to Horizon –How do you prep your data, your staff, and your public?

ILL mini-conference (Tuesday, November 12)  **NEW this year**

§         iSelect and iRequest –the newest ILL solutions

§         “A Couple of clicks, millions of picks—the URSA experience”

§         ILL@your library

§         ILL: Is it your library's best kept secret?

§         Interlibrary Loan: Fee or Free

§         NCIP standard –what is it and why do we need it?

§         Reciprocal borrowing –how does NCIP enable intersystem loans

§         User group meeting for all epixtech ILL customers

Getting the Best from Support

Pointers from ET on how to maximize contacts with Support
Ty Brown Break into SA, iPAC….

Technical Review - Horizon Architecture, the Big Picture  

A discussion on database independence, 3-tier architecture, etc.  What does it all mean?
 Tom Creighton. 

Technical Review - Horizon Application Development  

An in-depth discussion of of where Horizon is going, what are the priorities, why are some functional
deficiencies not getting the attention they "deserve", etc. 

Jolynn Halls, Horizon Product Manager

Technical Review - iPAC Application Development  

An in-depth discussion of of where iPAC is going, what are the priorities, why are some functional
deficiencies not getting the attention they "deserve", etc

Shelley Neville, iPAC Product Manager