Developer Chicago 1-2 Feb 2010 Ken Herold Hamilton College

Patron customizations o Personal information data view modified o Forms pre-filled with the patron barcode o Patron charged items separated by item types to isolate ILL borrows o Charged item display data added o Voyager ILL items linked, with a renewal option o Requests pending data display changed 2 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

Personal information data view Issue: Want to add barcode and mail-to link for patron corrections Method: External xml source document is needed to match on available data, the full patron name string Note: XML file location (/m1/..) also web page Option: Can deliver any matched data Wish: Query xml in Oracle directly?? 3 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

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userlist.xml Nightly build, as with ezproxy user list KEY … <patron MATCH patID="1552" patName="Ken R. Herold“ USE patBC="20000XXXXX" VALUE-OF SELECT patGroup="FC" /> … 6 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

cl_personalInfo.xsl <xsl:variable name="patFN" 'page.header.logout.link']/page:preText[1]"/> Barcode: 7 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

Forms pre-fill with patron barcode Issue: Patron is already logged-in, do not require additional authentication Method: Same external lookup: userlist.xml Note: Alternate document location (http) Option: Could use cookie, but not guaranteed point of login/security Wish: ExL would offer privacy options to patrons in Preferences 8 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

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cl_requestForms.xsl <xsl:variable name="patFN" 'page.header.logout.link']/page:preText[1]"/> … … /userlist.xml')"> text … 10 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

Patron charged items for ILL Issue: Items from other libraries cannot be managed in the default display, i.e. renewals and due dates Method: Replicate template and test for item type (ILL borrow) Note: very local in practice Option: Could test other available xml Wish: ExL would make all display fields, columns, labels selectable variables 11 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

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cl_myAccount.xsl Within loops: displayChargedItems template: …does regular display… displayILLBorrows new template: …does custom display without checkboxes 14 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

Charged item display data added Issue: Bug Report and Customer Incident ; only item title showing Method: Pseudo web service using PHP Note: No local performance problems—could bury large/other sites?? Option: Do we really want to be doing this? Wish: ExL would open display options to full range of item data available 15 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

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cl_myAccount.xsl Within charged item and ILL borrows templates: /itemid.php? 18 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

itemid.php … SELECT DISTINCT item_barcode.item_barcode, mfhd_master.display_call_no, mfhd_item.item_enum … $answer.= ' '. OCIResult($iStatement,$i); … // Build the xml output $xml_output = " \n"; $xml_output.= " \n"; $xml_output.= $answer. "\n"; $xml_output.= " "; echo $xml_output; … 19 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

Voyager ILL items linked Issue: Can we provide Voyager ILL data for patrons at the Web Voyage patron page? Method: Write link to PHP page sourced by MS Access database, keyed by patron_id Note: Non-secure hiding of patron_id Option: Could load patron_id as PIN in Ariel to retrieve from FTP document delivery site Wish: ExLibris include VoyILL in vwebv APIs 20 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

VoyagerILL Data Hosted on Windows 2003 R2 server MS Access 2003 database Cliodata.mdb copied nightly: Borrows table System DSN Data Source: cliodata_copy.mdb Borrows table structure includes patron_id Weeded nightly to latest 90 days Existing PHP reporting 21 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

Patron lookup in VoyagerILL, using PHP 22 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

myAccount 23 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

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cl_myAccount.xsl... /../alex2clio.php" method="post" target="_blank"> … 25 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

Requests pending data display Issue: Bug Report and Customer Incident ; statuses and dates not accurate or updating Method: PHP modifies ‘page:status’ Note: Title info insufficient to match Option: Want to report full citation, too Wish: ExL would further integrate Voyager ILL and Tomcat Web Voyage 26 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

myAccount Page – Requests Pending Not displaying full status information, only an expire date Copy and Loan requests from ILL are correctly populating with some data When Copy requests are satisfied, they are not moving to Requests Available section Loan requests correctly move to the Charged Items section when charged Statuses for Copy and Loan requests are not being reported other than an expire date 27 Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer

28 Would like to add selected fields below to bare title; full citation for articles, books, book chapters— no xml is available on which to match

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cl_myAccount.xsl … /statusfix.php?st= …    --> … Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer 30

statusfix.php \n"; $xml_output.= " \n"; $xml_output.= $answer. "\n"; $xml_output.= " "; echo $xml_output; ?> Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer 31

… exit; // Thank You! // Ken Herold Hamilton College 1-2 Feb 2010 ExLibris Chicago Developer - Developer 32