1. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 1/32 Lesson 14 Introduction to the Ex Libris Voyager System

2. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 2/32 ! Before you go any further, minimize this lesson and launch the Voyager Circulation module from the menu The Voyager Circulation Username: evanstusup Password: may00 (zero zero)

3. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 3/32 For enhanced learning, you can switch back and forth between this PowerPoint Lesson and the Voyager Circulation module, to actually try out what you are learning To have this interactivity: Use the + keys to switch between these two programs (To do this, you must have only these two programs running)

4. Ex Libris’s Voyager System v. 8.1.1 Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 4/32 image, courtesy of Ex Libris

5. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 5/32 So much information So little time

6. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 6/32 The challenge is to organize information and make it accessible to people

7. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 7/32 That’s our job

8. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 8/32 Bringing people in touch with the information they need

9. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 9/32 Lesson 14 Introduction to the Ex Libris Group’s Voyager Automated Library System A Self-Paced Module in the Instructional Project Bringing Learners and Library Skills Together: Using Computer-Based Instruction for Training Employees at a University Research Library

10. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 10/32 Acknowledgements Special thanks to all the students who previewed this lesson and provided critical suggestions on how to improve it

11. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 11/32 Contents of this lesson Review of past learning Learning Objectives Automated Library Information Systems Capabilities of Voyager Recap and a look ahead Your response to the lesson

12. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 12/32 Review of past learning In Lesson 13, you gained an overview of what the basic physical operations are in the Access Services area

13. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 13/32 Where you are in the instructional sequence General Context of Student Assistant Library Work L1 Your Learning Experience as a Student Library Assistant in Circulation Services at Evansdale Library / Assess / Discuss L2 Performance Expectations for Student Assistants / Assess / Discuss L3 Library Resources / Assess / Discuss Maintaining the Integrity of the Physical Collections L4 A Virtual Tour of the Library / Assess / Discuss / Task Perf. 1 / Assess / Discuss L5 Call Number Classification / Assess / Discuss / LC Easy / Task Perf. 2 / Assess / Discuss L6 Retrieving Stacks Items / Assess / Discuss / Task Perf. 3 / Assess / Discuss L7 Straightening Shelves of Items / Assess / Discuss / Task Perf. 4 / Assess / Discuss L8 Shelving Items / Assess / Discuss / Task Perf. 5 / Assess / Discuss L9 Visually Scanning Items for Call Number Consistency / Assess / Discuss / Task Perf. 6 / Assess / Discuss L10 Physical Item Searches / Assess / Discuss / Task Perf. 7 / Assess / Discuss L11 Reconfiguring the Collections / Assess / Discuss / Task Perf. 8 / Assess / Discuss Public Service and System Functions L12 What’s What behind the Circulation Desk / Assess / Discuss / Task Perf. 9 / Assess / Discuss L13 Standard Operations at the Circulation Desk / Assess / Discuss / Task Perf. 10 / Assess / Discuss L14 Introduction to the Endeavor Voyager System / Assess / Discuss L15 Voyager Circulation Module: Interface and Patron Records / Assess / Discuss / Task Perf. 11 / Assess / Discuss L16 Voyager Circulation Module: Discharging Items / Assess / Discuss / Task Perf. 12 / Assess / Discuss L17 Voyager Circulation Module: Charging Items / Assess / Discuss / Task Perf. 13 / Assess / Discuss L18 Voyager Circulation Module: Item Records / Assess / Discuss / Task Perf. 14 / Assess / Discuss L19 Course Reserves / Assess / Discuss / Task Perf. 15 / Assess / Discuss L20 Using the Wireless Laptop Computers, CD Players, and Associated Equipment / Assess / Discuss / Task Perf. 16 / Assess / Discuss L21 Using the Pharos System Print Controller, Printers, Copiers, Digital Sender, and Value-Add Service Machine / Assess / Discuss / Task Perf. 17 / Assess / Discuss L22 Using the MountainLynx Electronic Catalog / Assess / Discuss / Task Perf. 18 / Assess / Discuss L23 Supervising the Use of the Electronic Classroom Computers / Assess / Discuss / Task Perf. 19 / Assess / Discuss L24 How to Help Library Users / Assess / Discuss / Task Perf. 20 / Assess / Discuss L25 Working with Microform and Government Documents / Assess / Discuss / Task Perf. 21 / Assess / Discuss

14. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 14/32 Learning Objectives for this lesson To provide an introduction to the current automated library information management system at WVU

15. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 15/32 After experiencing this lesson, you will… Understand the basics of an integrated, multi-database networked library system Understand the basics of the Voyager system

16. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 16/32 Sections of Lesson 14 This lesson has one (1) section: §14.1 What is Voyager? Ok, let’s begin …

17. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 17/32 § 14.1 What is Voyager?

18. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 18/32 What is Voyager? Voyager is a digitized, integrated, library information management system What does this mean? To understand, let’s see how library information was and is processed

19. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 19/32 From manual system to automated processing Until the 1990s, much of our library processing was done manually and filed on paper, such as on these check out cards

20. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 20/32 The NOTIS system From the early 1990s until 1999, the library used an automated system called NOTIS, which ran on a mainframe host computer connected to a network of “dumb terminals.” The system had a text interface for DOS-like, command- driven input/output over a TELNET connection.

21. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 21/32 Automated library systems… Provide computer input and output House information in digital form within databases Are networked Improve scope and range of search capacity Are dynamic systems, permitting changes to be automatically viewable

22. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 22/32 The Voyager Integrated Information Management System Uses multi-tiered client server architecture Has a graphical user interface operating under Microsoft Windows XP Pro and standard web browsers Provides access to images, full text, hotlinks, and other local and remote resources Utilizes the Oracle relational database management system

23. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 23/32 Voyager Modules Acquisitions – processing new collection items Cataloguing – creating and maintaining item records and databases Circulation – chief interface with public, maintains patron records OPAC – the Online Public Access Catalog,known as “MoutainLynx” and various text databases and search engines Reporter – creates reports on usage, fines, lost items, etc. System Administration – maintains the overall system and networks

24. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 24/32 Patron & Item Databases The core of Voyager’s automated information management system consists of a set of relational databases These databases are dynamically interlinked with each other, such that changes to one database will modify a related one For circulation purposes, we will be most concerned with the patron databases and the collections or item databases

25. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 25/32 Patron Databases Student patron databases are loaded into Voyager periodically throughout the semester from Admissions and Records databases Faculty and staff patron databases are loaded into Voyager periodically from the Human Resources databases WV Resident, non resident, and other patron databases are built primarily through individual library input

26. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 26/32 Templates Voyager utilizes a template that links together “patron” (that is, library user) elements or features, ranked by different levels or values The most crucial elements are: Name WVU ID or other institutional ID Patron Status (faculty, undergrad, etc.) Address, phone, email

27. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 27/32 Patron Records The combination of linked personal data elements, drawn from categories of the patron database, and grouped together in a template constitutes the patron record or profile of a library user Each patron record is assigned a unique personal identifier in the form of a 9 digit number 700 999 999 Name, WVUID, etc.

28. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 28/32 Item Records In the same manner, elements such as call number, author, and title are stored in the item databases for each book, journal, CD, or other physical item, and drawn from their respective categories to constitute an item record Each item record is assigned a unique item identifier in the form of a 15 digit barcode 3 0802 110429723 5 Call number, author, etc.

29. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 29/32 Linking Records Perhaps the most significant function of Voyager is the dynamic linking of records based on user activity, such as when a patron record is linked to an item record by charging a book, or when an overdue fine accrues When records are linked, a change to any data element, from any work station, will be reflected in the linked records as well

30. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 30/32 Data and User Privacy Library patron databases are maintained to ensure efficient services to our library users while maintaining the integrity of our collections. We store the minimum personal information necessary. In many cases, the linked, personal data is deleted when a particular transaction has been completed (for instance, when a patron returns a non-overdue item). However, non- identifying statistical data is collected to provide aggregate information on library activity and collections.

31. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 31/32 Recap and a look ahead You have now been introduced to the general features of the Ex Libris Voyager library information management system In the next lesson, you will begin to learn how to perform some of the basic operations in the Circulation module

32. Revised FR 2013-05-31 15:05 EST Created WE 2004-06-23 Lesson 14. Introduction to the Ex Libris Voyager System / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 32/32 Response to Lesson 14 Thank you for your participation in experiencing lesson 14 Please access the online response form to report on your learning experienceonline response form Then proceed immediately to Lesson 15