1. Setting Up the Enterprise Catalog
By Michael Paulmeno

2. Goal Give an overview of Enterprise set up
Showcase implementation process

3. Background Wished to implement next generation OPAC
Long term contract expiring
Website recently redesigned

4. Two options BLUECloud PAC Enterprise Included with maintenance fee
More user friendly than eLibrary
Highly customizable
Widely adopted
Actively developed

5. Our Goals Provide the best possible search experience for our patrons
Provide an optimal experience across platforms

6. Enterprise Benefits User friendly Visually appealing
Ease of customization
Ex. Simple test profile set up
No environment files, etc

7. The Contract New long term contract signed in 2015
Minimized inflationary increases
Included SaaS migration, Enterprise and Portfolio

8. The Beginning

9. The Beginning (cont’d)
Three columns with HTML containers
Different layouts available
Book river can be toggled on and off
Manage Rooms → select a room → Edit Room
Deselect all lists
Can edit header, footer and upload files (after logging in as admin)

10. Implementation Process
Contract included Enterprise SureStart3
Three training webinars
Three consulting calls, 15 hours of work
Questionnaire to determine theme preferences

11. Design Committee Representatives of various departments
Worked together to create theme proposal

12. First Steps Enterprise training mid-September 2015 Questionnaire
Committee members filled out copies
Results discussed at meeting

13. Enterprise Theming Open Boxed Fills screen
Logo, log in, My Account, My lists at top
Search bar
Content
Content in container in center
Logos, links, search bar same as open theme

14. Button Button Log In | My Account | My Lists
Top represents normal color, bottom represents selected color.
Log In | My Account | My Lists
Search Restrictions Box
Search
Advanced Search
Search
Advanced Search
Top represents normal color, bottom represents selected color.
Top represents normal color, bottom represents selected color.
Button
Button
Proposal 1

15. Button Button Log In | My Account | My Lists
Top represents normal color, bottom represents selected color.
Log In | My Account | My Lists
Search Restrictions Box
Search
Advanced Search
Search
Advanced Search
Top represents normal color, bottom represents selected color.
Top represents normal color, bottom represents selected color.
Button
Button
Proposal 1-a: uses green instead of white logo.

16. Button Log In | My Account | My Lists Search Restrictions Box Search
Advanced Search
Button
Proposal 2

17. Button Log In | My Account | My Lists Search Restrictions Box Search
Advanced Search
Button
Proposal 2-a: uses green logo instead of white

18. Button Log In | My Account | My Lists Search Restrictions Box Search
Advanced Search
Button
Proposal 3

19. Button Log In | My Account | My Lists Search Restrictions Box Search
Advanced Search
Button
Proposal 3-a: uses green logo instead of white

20. Top represents normal color, bottom two represents selected color options.
Log In | My Account | My Lists
Log In | My Account | My Lists
Log In | My Account | My Lists
Search Restrictions Box
Search
Advanced Search
Search
Advanced Search
Top represents normal color, bottom represents selected color.
Button
Top represents normal color, bottom represents selected color.
Button
Proposal 4

21. Top represents normal color, bottom two represents selected color options.
Log In | My Account | My Lists
Log In | My Account | My Lists
Log In | My Account | My Lists
Search Restrictions Box
Search
Advanced Search
Search
Advanced Search
Top represents normal color, bottom represents selected color.
Button
Top represents normal color, bottom represents selected color.
Button
Proposal 4-a: uses green logo instead of white

22. Results Open theme White logo, green search bar
Green to white gradient

23. Moving Forward: Call 1 September 29, 2015
Brief overview of expectations and Enterprise features
Relayed design proposal
Discussed search facet order and configuration
Clarified certain settings

24. Moving Forward: Call 2
October 8, 2015
Discussed consultant’s work

25. Lingering Issues No browse search Too many booklists in rotator
Reserve Desk feature not working

26. Solutions
Browse search desired for dissertations; added an extra facet
Disable third-party booklists
Create booklists from existing information desks
Link to eLibrary reserve desk

27. DSU Dissertation Facet
Used item category 3 to identify dissertations
Add equivalent search field in Enterprise
Make available as a search source
Manage Search Configuration>Manage Discovery Search Sources
Edit SD_ILS search source, make new item category available
Add display codes to facet
Add new facet to profile
Run full harvest
More information:

28. Targets One for each unit
Main library
Instructional Resources Center (IRC)
Archives
One target for Teach for America (TFA) library
Combo target for IRC and TFA
Books, periodicals, and DVDs

29. Other Targets Reserve desk No EDS integration One source (reserves)
Two desks set as targets
No EDS integration

30. Search Fields
Title, Author, Subject, Periodical Title, ISBN, ISSN, Call Number
Many other fields configurable
Selection under manage profiles → Search Box Options

31. Adding Logo to Book Cover Images
No Syndetics subscription
Used HTML widget to add custom image
Manage Displays → Manage HTML Widgets → Add HTML Widget
Custom JavaScript code to add custom image to book river and My Account
More information here:

32. Permalinks eLibrary contained permalink feature
Needed to replicate in Enterprise
Used HTML widget (see below)
Code available here:

33. Other Catalog Features
Two profiles, one for testing, one for production
Added DSU logo to book cover images
Custom MARC Maps and search fields to display 500 field notes

34. Features Not Used Quick Search links Autocomplete
Buttons which link to searches
Saw no need
Autocomplete
Patron account self edit
Item level holds
Federated Search
Only search catalog and reserve desks
Can integrate with EDS, 360 Search, Z39.50

35. Final Product

36. Adding a Search Box Library web page uses a tabbed search box
Code for catalog search needed
Enterprise supports functionality
Create form which points at catalog
More information here:

37. Adding a Search Box (continued)

38. My Account Link
Goal: to give patrons one-click link to view their account
To be placed on home page
Solution: special link to account login form (solution found in listserv archives – search “Link directly to My Account page”)
More information here:

39. My Account Link (continued)

40. My Account Link (continued)

41. Reactions
Frown face: By Granny Enchanted (Own work) [CC0], via Wikimedia Commons

42. Reactions Strengths Challenges Look and feel praised
Much improvement over old catalog
Serials records lacked detail of eLibrary records
Publication date field displayed multiple dates (solved)

43. Going Forward Old and new catalogs coexisted
eLibrary relabeled “Advanced Catalog Search”
Move to Enterprise-only May 2017

44. Questions?
To view presentation, go to or scan the code below