All About Enterprise

ALL ABOUT ENTERPRISEPresented by

Jessie Goodwin and Amy Marchwick

Montana Library Association 2015

Enterprise: To Boldly Go

Today’s Goals

• Increase knowledge of Enterprise “lingo” and layout

• Learn more about searching in Enterprise

• See what patrons can do in their accounts

How do patrons use our catalogs?

Type of Search

BrowseKeyword

eLibrary vs Enterprise• Main difference? Enterprise’s modern search engine,

offering relevant results for your patrons.

• Book river of eye catching new items.

• Place hold, Text this, Staff View (MARC) buttons placed better, easier to use

• “Find more on these topics” link gone

• Kids’ library gone—working on creating links to juvenile items

The Lingo: Rooms? Widgets?

Home Button

Book River or Carousel

Account Log In

Accordion

“Modal display”=pop-out display when patrons click

on the item

Searching• Modern search engine, more like Amazon--not authority driven,

not Boolean based

• “fuzzy” searching, “auto complete” as patrons type searches

• Advanced search for phrases, formats, include or exclude search terms

• Search targets vs. search limits

Targets

Limits

Faceted Searching

• Patrons limit searches using facets, which work as filters

• Facets come from the catalog and are only as good as what we input

• Might want to limit how many facets appear as options in the search results screen.

Advanced Searching

Things to Consider

• If you don’t have a website, you can use Enterprise as your homepage, with links that open into “rooms” specific to your library

• Who will be in charge of customization at your library?

• Enterprise is an end-user product designed for patrons. Staff’s main way to search is still WorkFlows.

New Items

“Silo” Library

Sharing Group Member

My Account

Navigate with tabs

Patron Info

Name

My Account

Select all items and renew

Or select one at a time

Holds options

Holds options

Patron Lists

Making the Switch

• Video on Enterprise FAQs is now available

• Contact the MSC staff using the Support link. Put in a ticket with Help Topic “Enterprise” when you’re ready to switch.

• Watch for a customization form that will allow you to make selections on formatting.

Try it out• Go to: http://tinyurl.com/EnterpriseMSC

• Click on your own library’s Enterprise page