1. Implementing Voyager Course Reserves
Welcome
Be a Resource person
Inherited a system of item types, procedures, thought processes
1st – initial testing & implementation (Jun – Jul 02)
2nd – volunteered mid-Oct 02
more experience & full access to the manuals
Felt that I might have something to share
3rd – April EndUser & its aftermath…
Know even more, due to testing for EndUser presentation & access to SupportWeb
Afterwards, having been inspired seeing several other ways of doing e-Reserves I began testing…
In the process of recommending changing our e-Item creation to Item creation – this alone could easily be a 20 min talk.
I hope my presentation can help everyone, but particularly any just starting
My experience is based upon version
Mark Lindner

2. Minimal requirements to create a Reserve list and add Items
Create List Header
Link course
Add an Item or an E-Item
Other critically important things…
Areas to be covered

3. This PowerPoint presentation
Reserve Documentation History – list of all Course Reserve documents
Course Reserve standards (2 pp.) – currently approved standards
Include our standards & their sources, examples of, & items of great use that I’ll only mention:
Res Doc History
CR Stds
Handouts

4. Standards Developing standards that allow for:
control of data entry
control of display issues
successful implementation of Course Reserves
enables, allows, and provides for:
staff to efficiently & effectively implement course reserves
teaching faculty & students to concentrate on use of resources
quick resolution of atypical cases
Simply makes everyone’s life easier…
Before we get started, a word from our sponsor…
Standards

5. Minimal steps for Reserves
Create a Reserve list and add Items
Create List Header
Link course
Add an Item
Add an E-Item
Minimal steps for Reserves

6. Create List Header Log-in to the Voyager Circulation client.
Choose your Reserve Happening Location.
Open the Reserve function by clicking on the Reserve icon
Create List Header

7. The Reserve List Search dialog box opens, click Cancel to dismiss it.
Right click in the upper portion of the Reserve List Header.
Choose Create New List
The Create New Reserve List dialog box opens.
Fill in the dialog box:
The current date must fall within these effective dates for the course to appear in WebVoyage.
Reserve Location and Reserve Item Type are the temporary location & item type which display when an Item is On Reserve.
Create List Header

8. Minimal steps for Reserves
Create a Reserve list and add Items
Create List Header
Link course
Add an Item
Add an E-Item
Minimal steps for Reserves

9. Link Reserve List to Courses
Right click in the Linked Courses pane at the bottom of the Reserve List Header
Choose Link Courses
Link Reserve List to Courses dialog box appears:
Fill in all drop-down boxes
Department
Instructor
Link Reserve List to Courses

10. Link Reserve List to Courses
Cont: Fill in all drop-down boxes
Course
Section (this search tab will be removed from the new ILCSO WebVoyage page)
Click Link
Link Reserve List to Courses

11. Minimal steps for Reserves
Create a Reserve list and add Items
Create List Header
Link course
Add an Item
Add an E-Item
Minimal steps for Reserves

12. Add an Item Added in various ways Templates & Circbib.cfg
Item Add Bib/Item
From Item tab in a Reserve List Header
Templates & Circbib.cfg
Items can be added from 2 functions within the Circulation client
From the Item function
From the Reserve function (we’ll use this way)
and of course, in Cataloging
Add an Item

13. Add an Item Items can be added in various ways in the Reserve function
1: by barcode
2: by searching in the database (by title, subject, etc. – standard Search dialog box)
3: by copying items from another reserve list (brings all Items, but no E-Items)
4: by creating and adding On-the-Fly
Choose Create and Add Bib/Item
This will open your default Item template
Add an Item

14. Templates are used to create and add Items On-the-Fly.
This is the default Book Item template.
Templates are configurable, and controlled by the circbib.cfg file.
Default Template

15. Our Bib Template Controlled by Circbib.cfg
Order of templates depends on order in Circbib.cfg
Is machine-specific
E-Item is the default on the 2 E-Reserves production machines & mine.
The terminals belonging to the staff in the Main Reserve Room have PHOTOCOPY as the default.
Keep backups of circbib.cfg & any customization of Bib & Holdings templates in Cataloging
Make read-only
Fill in Author & Title
Our Bib Template
Controlled by Circbib.cfg

16. Choose Location & Call No. Type
Fill in Call Number
Holdings tab

17. Item tab Choose Temp Location & Item Type Change Copy as appropriate
Fill in Item Barcode
Click OK
Item tab

18. Items must be turned On for Temporary Location & Item Type to display in WebVoyage
Select the Item, right click in the Items tab and choose On Reserve.
Notice how the Item Type changed. Location also changed, but the Permanent & Temp Item Types are the same.
Multiple Items may be selected with normal Windows commands.
Turn Item On Reserve

19. Minimal steps for Reserves
Create a Reserve list and add Items
Create List Header
Link course
Add an Item
Add an E-Item
Minimal steps for Reserves

20. E-Items Added in various ways
New from E-Item tab in a Reserve List Header
New Bib, Holding & E-Item
New Holding & E-Item to current Bib
New E-Item to current Bib & Holding
Add E-Item by ID Number
E-Items can be added in various ways:
From the E-Items tab of a Reserve List Header (as E-Items)
In a combination of Circulation and Cataloging clients (as Items with URLs)
E-Items

21. Fill in Author & title
E-Item Bib tab
Controlled by Circbib.cfg

22. E-Item Holding tab Choose Location and Call No. Type
Fill in Call Number
E-Item Holding tab

23. E-Item tab Fill in Link Caption & Link / URL
Link Caption can use basic HTML tags, such as Bold
E-Item tab

24. Record the E-Item ID

25. Call No. Display An example of our Call Nos & how they display
Keep in mind that the fields used as data elements in the search are not displayed
COURSE ADJ 101: ENDUSER 2003
Call No. Display

26. For: List Headers Items E-Items Field character limits
Reference standards
What you need / Resources
Please see: Lindner, MR. Standards Development for Course Reserves in Voyager, presented at EndUser 2003 (on SupportWeb)

27. Decisions Suppress Items from OPAC?
Item creation location – Cat or Circ?
E-Items
Use?
Creation format – E-Item or Item?
Voyager design issues, such as:
Field sizes
Necessary data versus optional data
Conceptual Issues
• Impact -
- Some fields must contain data, some are optional, & you have important control over some
• Choices
- Reference sources
- Our Materials are Inherited : PHOTOCOPY, BOX ITEM, PERS COPY, E-ITEM, and cataloged monographs.
- We use Other as Call No. Type; with the corresponding Call #s of PHOTOCOPY, BOX ITEM, PERS COPY, E-ITEM
We want the Call # to show up in the initial WebVoyage search screen; so as not to have to go to the item record
Decisions

28. Implementing Voyager Course Reserves
Thank you
Mark Lindner

29. Please feel free to contact me
Mark R. Lindner
Campus Box 8900
Milner Library
Illinois State University
Normal, IL
(309)
Please feel free to contact me