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River Campus Libraries Creating Usable User Interfaces With Voyager®, ENCompass™ and Open URL Resolvers 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 Open URL Resolvers David Lindahl Director of Digital Library Initiatives."— Presentation transcript:

1 River Campus Libraries Creating Usable User Interfaces With Voyager®, ENCompass™ and Open URL Resolvers David Lindahl Director of Digital Library Initiatives dlindahl@library.rochester.edu Jeff Suszczynski Senior Web Developer jeffs@library.rochester.edu

2 Agenda 1)Usable interfaces a)Catalog and Interlibrary Loan b)“DVDs and Videos” c)“Find Articles” 2)Interfaces in the users context a)Courses Pages b)“Find Articles For Your Course” 3)Research and Development a)SARA b)CUIPID

3 Usable interfaces  Digital Initiatives Unit  Web design process  Technology  Content Management System  Cold Fusion Server  Microsoft SQL  Voyager (html)  Illiad (html, variables)  Encompass (XSLT)  SFX (web service, SQL)

4 Usability group Design group Three Groups Content group

5 Usability group Design group Skills and Experience Content group Library science Content Content providers User interfaces Users User interface design Visual design Web standards Technology Usability testing methods

6 Usability group Design group Roles & Responsibilities Content group Define key tasks Raise issues Manage project Create design iterations and prototypes Respond to issues and test results Manage issue-response process Select appropriate tests to perform Perform tests Report results Manage key-task process

7 Agenda 1)Usable interfaces a)Catalog and Interlibrary Loan b)“DVDs and Videos” c)“Find Articles” 2)Interfaces in the users context a)Courses Pages b)“Find Articles For Your Course” 3)Research and Development a)SARA b)CUIPID

8 Catalog and Interlibrary Loan  Hide the technology  Catalog (Voyager)  Interlibrary Loan (Illiad)  Library web pages  Site style guidelines  Technology  Instancing  Trial and error

9 Illiad mySQL PERL/cgi Web Server MS SQL ColdFusion Catalog and Interlibrary Loan Voyager Oracle WebVoyage Library website user interface CSS and HTML editing Header.htm Footer.htm Configuration files Opac.ini CSS and HTML editing Embedded variables Managing files

10 DVDs and Videos  Voyager (WebVoyage) just didn’t cut it  Not browse-able  Cumbersome limits page to work through  UC Berkeley  Created a separate interface  Search by keyword  Browse by title, genre, language, and director  Customized metadata display on results screen  Automated system with data maintained in Voyager

11 Web Server MS SQL ColdFusion DVDs and Videos Voyager Oracle WebVoyage PERL copy Library website user interface Record cleanup in Voyager Scheduled PERL script 1. Parse the blob 2. Conditional logic 3. Regular expression cleanup 4. Save flat-text file Scheduled ColdFusion script 1.Import flat-text file 2.Populate SQL database Cold Fusion UI queries SQL

12 DVDs and Videos (Phase 2)  Need to provide availability information on result selection screen  Copied data not up-to-the minute  Live circulation status on results screen

13 Web Server MS SQL ColdFusion DVDs and Videos (Phase 2) Voyager Oracle WebVoyage PERL Library website user interface Circulation Status 1.SQL query to local database 2.We have BIB and MFHD IDs 3. SQL query to Voyager

14 DVDs and Videos (etc) Based on “DVDs and Videos,” we built another system called “CDs and Sound Recordings” Highlights:  Staff only access to physical CDs  Record manipulation  Data extraction was similar to “DVDs and Videos”

15 DVDs and Videos (etc) “DVDs and Videos” is related to FRBR  Primary language = expression level attribute  Genre = work-level attribute  User needs for metadata  Unknowingly implemented aspects of FRBR

16 Find Articles (Federated Search)  Serials Failure  Difficulty selecting databases and subjects  Wanted a no-knowledge-needed pathway  Customized Encompass for Resource Access  Simplified screens  Eliminated choices  “Full text in two clicks”

17 Find Articles (Federated Search) 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

18 Find Articles (Federated Search) 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

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

20 Find Articles (Federated Search) Search Select article View full text (Gather) User ERA Server XSLT XML HTML JavaScript HTML JavaScript Library Web Server Subscription Database Library website user interface

21 Agenda 1)Usable interfaces a)Catalog and Interlibrary Loan b)“DVDs and Videos” c)“Find Articles” 2)Interfaces in the users context a)Courses Pages b)“Find Articles For Your Course” 3)Research and Development a)SARA b)CUIPID

22 Course Pages  Usability Issues  Cumbersome Voyager course reserves user interface  Difficulty finding reserves  Subject guides not effective  Connect to students at course level  Syllabi w/ links to reserves  Related library resources  Disassociated with Voyager

23 Web Server MS SQL ColdFusion Course Pages Voyager Oracle WebVoyage PERL copy Library website user interface Streaming eReserves syllabi ftp Library staff UI

24 “Find Articles For Your Course”  Need for a find articles capability that:  Uses appropriate, targeted databases  No knowledge needed  Course pages successful  Top 10 webpage on library site  Undergraduates identify their librarian  Used by undergraduates as subject guide replacements  Integrated article search box on Course pages

25 “Find Articles For Your Course” Library website user interface How? ERA Server XSLT XML HTML JavaScript HTML JavaScript Library Web Server Course page w/ search box (gather) List of results Subscription Database Full text User

26 Agenda 1)Usable interfaces a)Catalog and Interlibrary Loan b)“DVDs and Videos” c)“Find Articles” 2)Interfaces in the users context a)Courses Pages b)“Find Articles For Your Course” 3)Research and Development a)SARA b)CUIPID c)GUF

27 SARA  SARA = Search And Retrieval Application  ColdFusion as a metasearch platform  Multiple concurrent Voyager searches  Grouped-search-results page at Amazon.Com

28 CUIPID  CUIPID = Catalog User Interface Platform for Iterative Development  XML catalog  User interface platform  User Centered Design  No knowledge needed  Comprehensive and precise  Advanced features

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

30 GUF  GUF = Get Users to Full-text  Usability issue with OpenURL linking menus  Computationally select the best resource  Prioritizing targets  Error handling  Following redirects

31 Library Web Server GUF Library website user interface List of results Subscription Database Full text ILL login w/ request Map to journal Search GUF Server

32 River Campus Libraries Creating Usable User Interfaces With Voyager®, ENCompass™ and Open URL Resolvers David Lindahl Director of Digital Library Initiatives dlindahl@library.rochester.edu Jeff Suszczynski Senior Web Developer jeffs@library.rochester.edu

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