Lock, stock and two smoking Enterprises:

Lock, stock and two smoking Enterprises:
how two Libraries customised Enterprise to achieve their goals Simine Marine, Architectural Association Library and Helen Whitehead, E-Services Librarian, York Libraries

Architectural Association Connecting Collections
Background information slide The Architectural Association School of Architecture is the oldest independent architecture school in the country. 700 FTE students ranging from Foundation to PhD, 200 academic staff and 2000 members of the association. The library was first established in ,000 books. Users include both the school and the professional membership. The Archives was officially brought together in It documents and makes available the AA’s educational, administrative and cultural history. New archive and material is being catalogued and added on a regular basis. The Archives uses CALM to catalogue its collections. The Photo Library (old slide library) has a collection of over 500,000 images and 8000 of these are available digitally. They are currently live in iBase. In an effort to bring these collections together and increase use of the archives and photo library, we received a donation from one of our members to combine the catalogues under one search. Helen will discuss further the process of combining catalogues as I actually asked Helen quite a few questions before we decided to go with Enterprise (as well as Ruth Salisbury at the University of Reading). Library Archives Photo Library

Why Enterprise? Combining three catalogues under one Google like search A single portal for all collections information Customisation options Why we picked Enterprise? To combine our various catalogues under one Google like search. Moving all the library website pages in Enterprise (centralize changes) ALVIN BOYARSKY Diploma 3

Customising Enterprise
Using the Admin Interface Using CSS Using HTML Widgets

Using the Admin Interface

Adding a MARC field in the detail display
Field is present in Symphony Missing the 561 MARC field – Ownership and Custodial History Note

Step 1 MARC maps Go to Manage MARC Maps

Some fields are delivered and can be found here. These can be copied but not modified. Select add MARC Map

Use a code and name which can be easily found later Name same as code at first to make finding it for later steps easier

Still in Manage MARC Maps; find the new MARC map and select the configure MARC button Still in MARC Maps Locate the new field in the list Click on the MARC21 button to configure

Select add Tag Map Add the MARC field in Tag Number and use options as needed

After adding the Tag Map, add the needed subfields

Add the subfield and options as needed

Step 2 Search Fields Go to Manage Search Fields

Add Search field Select to display in detail display

Find the new search field and configure the MARC Map Still in Manage search fields Configure the MARC MAP

Select the MARC Map and save Select corresponding MARC field Refresh Cash

Step 3 Manage Discovery Search Sources Go to Manage Discovery Search Sources

Find your ILS system and click the edit button Click the first icon “Edit” button

Select the new field and move from available to selected search field Move the Field to Selected Refresh cache

Step 4 Adding field to the Detail Display Manage Displays > Manage Detail Display Go to Manage Detail Display

Find your ILS and click the edit button Click on the first “edit” button Second window – click next

Move the new field from Available to selected Move field to display to selected Places the new field at the bottom Move the field where you want it The field is added at the bottom; use the up/down arrows to change order of fields in detail display

Click through the next window to finish and save

Still in Manage Detail Display, select the configure fields option for ILS Still in manage detail display Click the second icon “configure fields”

Select the new field and change the label Select the field and change the label for all relevant languages

Step 5 Enterprise restart When hosted by SirsiDynix contact SDSC for a restart Enterprise restart – call support when hosted by SD Then the field should display Simplest way to add a field for display but there are additional steps if you wanted to make the field searchable etc.

Making CSS changes in Enterprise

Making a CSS change – custom format icon
2 Types of Archive records: Archive material and archive name authority record Archivist wants not images but an image label to distinguish them more clearly

Manage Displays > Manage HTML Widgets > Custom Data Format icons These icons are being changed for our imported Archives data Widget was made with consultants to display specific icons + extra added later

Go to Configure Custom Page Elements of the profile to modify

The current CSS can be downloaded from the File uploading which is located at the bottom of the page This is where the custom css file lives. If you don’t have the latest css file. Go to bottom of the screen and retrieve from the directory. Not listed by last modified but by name!

In browser, use web developer tool to locate the class to modify Inspect element in Firefox with Firebug which gives the class to modify with css.

Upload the new images in the File Uploading and copy the links Add the class that needs modifying in the custom css Add the link to new image along with any declarations to make it look better First upload the images in Enterprise Copy the links which you insert into your CSS file under the class that was previously identified Do that for each set of icons you wish to replace Save the CSS

Return to File Uploading, load the new CSS and copy link Paste the link in Custom CSS Return to the Admin interface and load the newly changed css file. Copy the link Paste the link Refresh cache

Custom format icons are now displaying

Brief view of using HTML widgets in Enterprise
Attended the 2 day training course which gives you an understanding of when to use what type of widget depending on where you want to make changes. Learning JavaScript and jQuery – taking my time There are copy and paste options but not that many available yet

Playing with HTML Widgets
Summarize the types of widgets Anything having to do with displays you use - button - drop down - standard - script only options Otherwise this is done with an external custome javacript file which is loaded in your profiles “custom page elements”

Popular widget is one that adds the item summary in the search results display (hitlist) This is what the provided code gives you We needed different bits to display [Image from the Enterprise Development Workshop training guide] SD script for Item Summary in Search Results Display

Type of widget depends on where you want it to work Select DOC ID as a search field Select DOC ID as a search field – to allow for that field to be used by Web services

Getting the Cat Key Web services call with lookupTitleInfo Adding the public note Removed extra fields not needed Cat Key – identify the record for web services lookupTitleInfo is web services Function – retrieves title information Changing labels and making it look nice

Manage search result display select html widget icon for ILS Cat Key – identify the record for web services lookupTitleInfo is web services Function – retrieves title information

Move the Widget to Selected and save Cat Key – identify the record for web services lookupTitleInfo is web services Function – retrieves title information

Explore York Libraries & Archives
Public Library service 14 libraries, 2 reading cafes, 1 mobile, 1 prison library Formerly local authority run Mutual Benefit Society since May 2014 Enterprise site is our main website

Our website URL & SSL Search Limits Google Search Forms
Giant renew button

Library Thing for Libraries

LTfL process Custom report to FTP holdings to LTfL on weekly schedule
Widget on Enterprise Fully automated

Archive integration - background
Civic archive covering 850 years of York history Two years ago – hundreds of item level lists but no digital catalogue, no catalogue structure Got CALM from Axiell Grant from Cataloguing Grant Scheme for staff to re-catalogue collection

The requirement A single web catalogue for both Libraries & Archives
To accommodate the features of CALM records: Hierarchical Authority Files

Authority Files Corporations Persons Places

The process – Exporting from CALM
Four unicode txt files CALM user-defined format for each Force blank entries Cannot schedule export New CALM software

The process - Data Conversion
Process to convert four txt files to single file in DiXML Perl programme by SirsiDynix Need Perl + access to command line

The process – Import to Enterprise
Upload the file Import the data

Architectural Association Library simine.marine@aaschool.ac.uk
Simine Marine Architectural Association Library Helen Whitehead, E-Services Librarian

Lock, stock and two smoking Enterprises:

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