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Support and Training Services Report
2007 MnPALS Annual Meeting

Cathy Colby

The following report is a summary of activities in the Support and Training Services area since the 2006 Annual Meeting.

Support Services

The table below details end-user activity for the PALS Support Center. We have estimated that the numbers are underreported by about 10 percent. This percentage is down from previous years due to the efforts by our libraries to direct their requests to the PALS Support Center at http://pals.custhelp.com. This has really helped PALS manage and prioritize the requests to Support Specialists. Thanks to all of the libraries for their assistance with this. We continue to encourage staff from our libraries to enter requests into the PALS Support Center.

PALS Support Center Service Summary – End-User Pages

Date

Searches

Answers Viewed

*Sessions

Questions

2006/01

1490

1039

1581

348

2006/02

1072

751

1521

351

2006/03

960

570

1664

356

2006/04

1064

703

1834

397

2006/05

1504

905

1823

349

2006/06

1054

702

1239

205

2006/07

716

397

879

194

2006/08

1049

753

1607

256

2006/09

763

493

1337

241

2006/10

938

506

1224

281

2006/11

1135

716

1169

240

2006/12

817

924

1912

306

Total

12562

8459

17790

3473

*End-user session starts when an end-user visits any end-user page and ends when a log off or time out (1 hour) has occurred.

For statistics on PALS Support Center usage by organization type refer to the following table. Public Libraries and K-12 usage was combined, with the support to our public libraries ending July 1, 2006. Not included in the table are requests that came in from vendors and other miscellaneous entities.

Support Requests by Organization Type

 

Community Colleges

Consolidated Colleges

K-12 & Public Libraries

Private Colleges

Special Libraries 

State Gov't Libraries

State Universities

Technical Colleges

# of libraries in category

8

15

3

11

3

9

8

8

Interval

 

 

 

 

 

 

 

 

2006/01

47

79

11

42

52

20

96

66

2006/02

59

89

2

71

43

29

90

37

2006/03

41

62

10

81

73

28

79

49

2006/04

74

79

1

78

50

28

86

62

2006/05

71

69

4

75

42

37

73

48

2006/06

50

22

0

43

25

10

58

22

2006/07

30

12

1

36

31

22

76

16

2006/08

45

47

2

51

48

34

74

37

2006/09

48

61

6

39

31

24

65

36

2006/10

51

54

2

61

40

23

101

30

2006/11

41

49

0

62

30

23

71

20

2006/12

44

68

2

68

44

40

62

37

Subtotal

601

691

41

707

509

318

931

460

Total

4261

 


If you have any questions regarding these statistics please send a request to the PALS Support Center at http://pals.custhelp.com – choose MnPALS as the Product, and Information as the Subproduct.

The PALS Support Center’s first full year using the RightNow Technologies’ CRM service has gone very well.  We believe that it has been easier for our libraries to use than our previous system and an excellent tool for Support Specialists in managing the volume of requests that are received.  Continued additions to the knowledge base of Answers and FAQ’s by the Support Specialists will make the PALS Support Center even more useful over time.

Over the summer months PALS replaced the Akiva "Web Meeting" product with Breeze.  Breeze has proven quite a bit easier for libraries to connect to for the web training sessions that have been offered.  MetNet offers this service to us and has been very responsive to any problems we have reported or encountered.

 

Task Forces and Study Groups

PALS Support Staff continues to be involved with our libraries in several task forces and study groups.  Below is a list of the task forces and study groups that Support Staff has worked with or served on during the last year.  Authorities, Indexing, MnPALS Access, and Validation Task Forces have forums available where their minutes, agendas, and discussions are posted.  Following is the name of the groups with its corresponding link.

PALS Support Staff continues to be active in organizations and training related to their area of expertise.


Aleph Implementation

In 2006 the following activities occurred relative to the Aleph Implementation:

  • Completed the migration of the MnPALS libraries to version 15.5.
  • EDI Ordering for Baker & Taylor, Midwest Library Services, and Blackwell’s Book Services.
  • EDI Invoicing for EBSCO.
  • Inventory Service on Aleph was made available in July, 2006.
  • Collection Management for Blackwell’s Book Services was implemented.
  • Aleph ILL was put into production and training was provided to all MnPALS libraries.
  • Completed the training and preparation necessary for upgrading all MnPALS libraries to version 17.

 

Training Sessions

In August, 2006 PALS began using ABC Signup as a tool to help us manage registrations for training sessions offered via Web or in-person.  The table below details attendance at these events.  Numbers for the Web Session column count institutions rather than people.  Some institutions had attendees at more than one session or had attendees from different sublibraries at different sessions, so would be counted more than once.

Training sessions not reflected in the table:

  • Training for migrating Eta Libraries to Aleph.
  • Refresher sessions offered to all Epsilon/Zeta Libraries.
  • Aleph ILL training for all the MnPALS Libraries.
  • EDI EBSCO Web training.
  • Workshops and customized training offered prior to August, 2006.

 

Date

Title

 

In-Person

Web Session

8/16/2006

MnPALS Course Reserve Aleph Version 15.5 Web Training

 

13

8/22/2006

Client Setup Aleph Version 17

 

82

8/24/2006

MnPALS Circulation Refresher Aleph Version 15.5 Web Training

 

16

8/30/2006

MnPALS Serials Module Aleph Version 15.5 In-Person Training

11

 

9/5/2006

Cataloging Basic Module Navigation Aleph Version 17

 

76

9/5/2006

Circulation Basic Module Navigation Aleph Version 17

 

80

9/5/2006

Acquisitions/Serials Basic Module Navigation Aleph Version 17

 

47

9/5/2006

Systems Basic Module Navigation Aleph Version 17

 

71

9/13/2006

MnPALS Aleph Version 15.5 Advanced Systems Class - XSL Report Configuration Workshop

7

 

9/22/2006

Cataloging Basic Module Navigation Aleph Version 17

 

17

10/3/2006

Table Changes Aleph Version 17

 

72

10/4/2006

XSL Forms Editing Aleph Version 17

 

64

10/10/2006

Managing Standing Orders in Aleph Version 15.5

 

12

10/12/2006

MnPALS Aleph Version 15.5 Advanced Systems Class - XSL Report Configuration Workshop (Second Session)

9

 

11/15/2006

Cataloging/Items Advanced Module Navigation (New Features) Aleph Version 17

 

78

11/15/2006

Circulation Advanced Module Navigation (New Features) Aleph Version 17

 

73

11/15/2006

Acquisitions/Serials Advanced Module Navigation (New Features) Aleph Version 17

 

41

Totals

 

27

742

Several of the version 17 web training sessions were recorded and are available for review. Each recorded session has a link placed by the documentation that relates to it.  For documentation and recorded sessions click on the following link: http://www.pals.msus.edu/aleph/syslibs/docs/17docs/.

PALS Support and Training Services plans to continue offering opportunities for libraries to refresh or learn new Aleph skills.  Watch for announcements regarding training opportunities.  A full list of currently available sessions is available from the PALS homepage at http://www.abcsignup.com/view/view_month.asp?as=16&wp=112&aid=PALS.

           

MnLINK Gateway – Susan Dueis

In the past year, the vendor of the MnLINK Gateway software, Fretwell-Downing, was purchased by OCLC PICA.  Joyce Hommel resigned her position as MINITEX Associate Director for MnLINK.  MINITEX has worked with existing staff to manage the MnLINK Gateway until a new job position is written and filled.

In early June, 2006 there was a successful upgrade to version 3.0 of the OCLC PICA software.  Most of the new functionality was in the VDX portion of the software.  In February, 2007 version 3.1 was successfully implemented.  This version included new format limiting functionality in both searching (ZPORTAL) and requesting (VDX) sides of the MnLINK Gateway.

Several new server sites were added to the MnLINK Gateway.  They include Kitchigami Regional Library, Rochester Public Library, and Duluth Public Library.  The server site payments are continuing in FY 2007, though the funding formula was changed.  As a consequence of the funding formula change, the payment to the MnPALS server site was reduced.

For MnPALS users, OCLC PICA successfully added a link from “My Requests” in ZPORTAL to direct the user into the user interface of the Web OPAC in Aleph, so they can check the status of their requests.

The PALS office is continuing to work with MINITEX/MnLINK to get functionality to temporarily suspend ILL in the Gateway for individual MnPALS locations when they shut down ILL services, either by removing the “Get It” button or a “Message of the Day” or both.

The PALS office continues to represent the Consortium of MnPALS Libraries on the MnLINK Gateway Operations Committee, which meets quarterly.

 

Learning Management Systems

PALS currently supports 20 implementations (counting dual interfaces), with several more in the works.

Kyle Snay and Frank Embree traveled to Bozeman, Montana in January for version 8 Beta Testing, Asset Tracking, Dynamic Forms, and the Higher Education Marketing Plan for HTC. Plans to upgrade the current implementations to version 8 are underway.

In addition to the new projects Kyle and Frank are currently working on, Minnesota West College; Century College; St. Paul College; Anoka Ramsey Community College; Minnesota State, Mankato; and SourceLink are each expanding and looking at ways to further utilize RightNow.  New implementations have been scheduled for Hennepin Technical College, Southwest Minnesota State University, Inver Hills Community College, Rochester Community and Technical College, North Hennepin Community College, Bemidji State University, and Winona State University.  As a result, plans are underway to expand the PALS/RightNow Support Center in order to accommodate the increasing demand for RightNow’s customer service solutions.