Tuesday, August 18, 1998

Texas State Library and Archives Commission

Lorenzo de Zavala Building Room 314

10:00am - 3:00pm


Home | Implementation Resources


Saralyn Shone, Arlington Public Library

Esther Crawford, Rice University

Bob Gaines, Central Texas Library System

Sheila Williams, Euless Public Library

Gloria McClanahan, Texas Education Agency

Harve Tannenbaum, Nichols Advanced Technologies Inc.

Rebecca Linton, Library Resource Sharing Division, Texas State Library

Beverley Shirley, Library Resource Sharing Division, Texas State Library

Diana Houston, Archives and Information Services Division, Texas State Library

Holly Gordon, Technical Services Division, Texas State Library

Kevin Marsh, Information Access Institute

Virginia Davis, Southwest Texas Junior College

Virginia Allen, Lamar University

Shelley Almgren, Texas Wesleyan University

Mark Bodnar, Abilene Public Library

Cathy Hartman, University of North Texas

Timothy Judkins, University of Texas Southwestern Medical Center at Dallas

Mary Ellen Teasdale, Texas A&M University

Christine Peterson, Library Development Division, Texas State Library

William Moen, University of North Texas, Facilitator for Meeting

1) Welcome and Introductions

a) During the introductions, it was evident that many librarians were interested in helping in this project because they had Z39.50 clients and server, but were not sure how it worked, or how it was supposed to work, or how they could make it work better. We had a couple of attendees that would be writing specifications for bid documents in the near future, as well as those who were here to learn.

2) Presentation by Bill Moen

a) Overview of Z39.50, its advantages and disadvantages

b) Discussion of utility of creation of Texas requirements for Z39.50

c) How will the Texas requirements fit into the existing or planned profiles? Need to be in synch with what is already available or being create, e.g.,

i) ATS-1 Profile (1996)

ii) MODELS Profile (1997)

iii) Z39.50 BIB-1 Attribute Set Profile for CENL (1997)

iv) International effort to create a bibliographic searching profile is also beginning

d) Identifying Texas requirements

i) Specify client and server requirements separately

ii) Types of searching desired or necessary

iii) Type(s) of MARC records

iv) Library functions to be supported (ILL, document delivery, reference)

v) Deduplication of results

e) Implementation

i) Production of guidelines or guidance on mapping attributes and their values

ii) Testbed necessary to see if changes need/should be made

3) Throughout the presentation, the attendees discussed many issues:

a) Use existing profiles as a beginning; compare them to see what we can use before starting from scratch

b) Possibly, we might create levels or specifications for different levels of Z39.50 implementation, e.g., if you would like to implement ILL with Z39.50, then you will want to use this set of specifications; if you want to do basic author/title/subject searching, then use this set

c) Translation of error and diagnostic messages into lay terms is a key issue

d) Will one of the levels include specifications for handling USMARC Holdings Format records, or Community Information Format records? This issue highlights the need to possibly address not only Z39.50 specifications but also local system functionality.

e) Concern of setting specifications for bibliographic databases and then having to redo those requirements when non-bibliographic (museum, non-MARC data, biological) records are desired. The understanding of the group is that the initial specifications should be built on using the notion of "levels."

f) Possible definition of an initial minimal level (e.g., Level 0) that could be widely supported across all library types for simple search and retrieval against library catalogs:

i) Server side USMARC only

ii) Client side USMARC and GRS retrieval

4) Scope of this project

a) Profile Development

i) Two or more levels

ii) Both client and server requirements

iii) First priority will be on bibliographic/USMARC searching

iv) Address all types of libraries (academic, school, public, special)

v) Scaleable - no need for new Z39.50 server to get non-USMARC information, but rather enhancing the server to support higher levels of specifications in the profile

b) Goals and Objectives for Project

i) Improve access to information by librarians and users throughout the state using Z39.50 as the tool

ii) Obj - create a low hurdle of achievability -- determine lowest common denominator for local automation systems

iii) Obj - speak for Texas in use of Z39.50, providing input to international profiling efforts and being aware of current efforts

iv) Obj - Future vision should be what can be, not what is; possibly will need a list of benefits; some are in Up and Running

v) TO DO: Mary Ellen Teasdale, Sheila Williams, Bill Moen will work on vision, goal, and objective statements

c) Timeline

i) For those needing a shorter timeline, maybe ATS-1 would be sufficient

ii) TO DO: Bob Gaines will determine those in the state that need Z39.50 specifications soon

d) Organization

i) Steering Committee - Bob Gaines, Bill Moen, Christine Peterson; mainly to remind committee members of work promised to the project

e) Requirements

i) What do we want Z39.50 to do?

ii) TO DO: Invite input from the meeting participants as well as the librarians around the state for ideas and functional requirements (general and specific). These will be compiled to inform the choice for initial Z39.50 specifications. All ideas should be sent directly to:

(1) Mary Ellen Teasdale

(2) Cathy Hartman

f) Identify local automation system functionality

i) What indexes are built and with which fields/subfields

ii) What searching functions are used, e.g., proximity, Boolean operators, truncation

iii) Include microcomputer-based vendors

iv) TO DO: Saralyn Shone, Gloria McClanahan, Christine Peterson, Tim Judkins will begin gathering this information

g) Other entities that should be involved or apprised

i) Texas Library Association

ii) TO DO: Christine Peterson will contact TLA regarding their interest and/or a representative

h) Publicity

i) Information needs to be written in non-technical, lay terms and should be sure to get to the smallest libraries; possibilities include:

(1) Article(s) in Texas Library Journal

(2) Press release for all to use

(3) Web site on Texas State library

(4) Newsletters

(5) Electronic postings to various lists

(6) Use system offices to disseminate to public libraries

(7) Use Education Service Centers that support Texas schools to disseminate to schools

(8) Hospital and other types of libraries should be included

ii) TO DO: Sheila Williams, Bob Gaines, and Christine Peterson

5) Future committee work

a) At least through the next meeting, this core group of committee members will be involved

b) After the goals and objectives have been created, the group will discuss the possibility of opening the meetings to anyone who is interested

c) Meetings in other parts of the state will be a possibility

6) Next meeting

a) Euless Public Library (Euless) - just west of D/FW Airport

b) Either September 24th, 25th, or 28th; decision to appear on list


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