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River Campus Libraries Creating Usable User Interfaces (with Voyager, Encompass, and SFX) David Lindahl Director of Digital Library Initiatives

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Presentation on theme: "River Campus Libraries Creating Usable User Interfaces (with Voyager, Encompass, and SFX) David Lindahl Director of Digital Library Initiatives"— Presentation transcript:

1 River Campus Libraries Creating Usable User Interfaces (with Voyager, Encompass, and SFX) David Lindahl Director of Digital Library Initiatives dlindahl@library.rochester.edu Jeff Suszczynski Senior Web Developer jeffs@library.rochester.edu

2 Agenda 1)Consistent interfaces a)Voyager and Illiad interfaces b)“DVDs and Videos” c)Federated Search (Find Articles) 2)Interfaces in the users context a)Course Pages b)Find Articles Courses Clusters 3)Research and Development a)SARA b)CUIPID c)OpenURL Knowledge Bases (SFX, LinkFinder, etc)

3 Consistent interfaces  Style guide  Web design process  Technology  Content Management System  Cold Fusion Server  Microsoft SQL  Voyager (html)  Illiad (html, variables)  Encompass (XSLT)  SFX (web service, SQL)

4 Agenda 1)Consistent interfaces a)Voyager and Illiad interfaces b)“DVDs and Videos” c)Federated Search (Find Articles) 2)Interfaces in the users context a)Course Pages b)Find Articles Courses Clusters 3)Research and Development a)SARA b)CUIPID c)OpenURL Knowledge Bases (SFX, LinkFinder, etc)

5 Voyager and Illiad interfaces Why  Need for a consistent, usable interface  Multiple library technology products with different interfaces  Library web pages  Voyager  Illiad  Encompass  SFX  Databases

6 Voyager and Illiad interfaces What: Voyager (WebVoyage) customization  Instancing – address shared catalog issue  CSS and HTML editing  Header.htm  Footer.htm  Configuration files  Opac.ini  Trial and error  Examples  Hide the ‘Reset’ button  Replace graphics with standard text links  Demo

7 Voyager and Illiad interfaces What: Illiad Customization  Instancing – address shared interlibrary loan issue  CSS and HTML editing  Embedded variables  Managing sets of files  Trial and error  Example  OpenURL page customization  Demo

8 Illiad mySQL PERL/cgi Web Server MS SQL ColdFusion Voyager and Illiad interfaces Voyager Oracle WebVoyage Library website user interface How

9 DVDs and Videos Why  Not browse-able  Common queries were for specific titles, genres and directors  Voyager (WebVoyage) just didn’t cut it  Cumbersome limits page to work through  Customized metadata display on results screen  Integration with website  UC Berkeley example

10 DVDs and Videos What  Web interface for searching and browsing DVD and Videos collection  Fully automated system  Maintain data in Voyager  Allow users to search by keyword, and browse by title, genre, and director  Demo

11 DVDs and Videos How  Record cleanup in Voyager  Scheduled PERL script  Parse the blob  Conditional logic  Regular expression cleanup  Save flat-text file  Scheduled ColdFusion script  Import flat-text file  Populate SQL database  Cold Fusion User Interface queries SQL

12 Web Server MS SQL ColdFusion DVDs and Videos Voyager Oracle WebVoyage PERL copy Library website user interface How

13 DVDs and Videos Why:  Need to give availability information on result selection screen  Copied data not up-to-the minute

14 DVDs and Videos What:  Live circulation status on results screen  Demo

15 DVDs and Videos  How: Live Voyager Status  We have BIB and MFHD IDs  SQL query to Voyager  SQL query to local database

16 Web Server MS SQL ColdFusion DVDs and Videos Voyager Oracle WebVoyage PERL Library website user interface Circulation Status How

17 DVDs and Videos  CDs and Sound Recordings  Staff only access to CDs  Record Manipulation  Limited collection size  Extraction of data similar to DVDs and Videos

18 DVDs and Videos  FRBR  Primary language = expression level attribute  Genre = work-level attribute  User needs  Unknowingly implemented aspects of FRBR

19 Federated Search (Find Articles) Why  Meet expectations  Difficulty selecting databases and subjects  Support a no knowledge needed pathway

20 Federated Search (Find Articles) What  Encompass for resource access  Customized interface  Pre-selected databases  Skipped screens, and eliminated choices  Simplified screens  “Full text in two clicks”

21 Federated Search (Find Articles) 1.Enter keywords and select databases 2.Select databases or “SHOW ALL” 3.Select a result 4.View metadata 5.Select a full text source 6.View full text online Encompass UI

22 Federated Search (Find Articles) 1.Enter keywords and select databases 2.Select databases or “SHOW ALL” 3.Select a result 4.View metadata 5.Select a full text source 6.View full text online Encompass UI

23 Federated Search (Find Articles) 1.Enter keywords 2.Select a result 3.View full text online Find Articles UI Generation 3

24 Federated Search (Find Articles) How  Skip intermediary page  Eliminate Object page from users path  Eliminate Metadata page (database vendor) from users path  Full text in two clicks

25 Federated Search (Find Articles) Search Select Article Full Text (Gather) Library Web Server ERA Server Subscription Database XSLT User Page with Full Text XSLT XML HTML How

26 Agenda 1)Consistent interfaces a)Voyager and Illiad interfaces b)“DVDs and Videos” c)Federated Search (Find Articles) 2)Interfaces in the users context a)Course Pages b)Find Articles Courses Clusters 3)Research and Development a)SARA b)CUIPID c)OpenURL Knowledge Bases (SFX, LinkFinder, etc)

27 Course Pages Why  Cumbersome Voyager Course Reserves interface Difficulty finding reserves  Subject guides not effective

28 Course Pages What  Connect to students at course level  Syllabi w/ links to reserves  Related library resources  Disassociated with Voyager

29 Web Server MS SQL ColdFusion Course Pages Voyager Oracle WebVoyage PERL copy Library website user interface How

30 Course Clusters Why  Need for a find articles capability that both requires no database knowledge, and uses appropriate, targeted databases  Course pages working  Top 10 webpage on library site  Undergraduates identify their librarian  Used by undergraduates as subject guide replacements

31 Course Clusters What  Integrated the encompass search box onto a Course Recourses and Reserves page  Preconfigured to search the “best” databases for that class, as chosen by librarians  Based on Find Articles interface  Admin Interface  Demo

32 Course Clusters  how

33 Course Clusters Library website user interface How Library Web Server ERA Server Subscription Database XSLT XML HTML Course page w/ search box (gather) List of results Full text Library Web Server Map to journal ILL login w/ request

34 Agenda 1)Consistent interfaces a)Voyager and Illiad interfaces b)“DVDs and Videos” c)Federated Search (Find Articles) 2)Interfaces in the users context a)Course Pages b)Find Articles Courses Clusters 3)Research and Development a)SARA b)CUIPID c)OpenURL Knowledge Bases (SFX, LinkFinder, etc)

35 SARA

36 CUIPID

37 Web Server MS SQL ColdFusion CUIPID Voyager Oracle WebVoyage PERL copy Library website user interface How XML files Verity Index Google.Com D.Y.M. Web Service XML Parser spell check Circulation Status

38 OpenURL K.B.

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