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Tech, Reference, AND Tech, Reference, AND PATRON Views of our PATRON Views of our new Front new Front - - End End Peter Morris Peter Morris Systems Librarian Systems Librarian DiMenna DiMenna - - Nyselius Library Nyselius Library Fairfield University Fairfield University Fairfield, CT 06824 Fairfield, CT 06824 [email protected] [email protected]

Tech, Reference, AND PATRON Views of our new Front-End

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Page 1: Tech, Reference, AND PATRON Views of our new Front-End

Tech, Reference, AND Tech, Reference, AND PATRON Views of our PATRON Views of our

new Frontnew Front--EndEnd

Peter MorrisPeter MorrisSystems LibrarianSystems Librarian

DiMennaDiMenna--Nyselius LibraryNyselius LibraryFairfield UniversityFairfield UniversityFairfield, CT 06824Fairfield, CT 06824

[email protected]@fairfield.edu

Page 2: Tech, Reference, AND PATRON Views of our new Front-End

DIMENNADIMENNA--NYSELIUS NYSELIUS LIBRARYLIBRARY

Page 3: Tech, Reference, AND PATRON Views of our new Front-End

DIMENNADIMENNA--NYSELIUS NYSELIUS LIBRARYLIBRARY

Page 4: Tech, Reference, AND PATRON Views of our new Front-End

History of the History of the ProjectProject

In the spring of 2007, members of our administration had seen demonstrations of Encore at ACRL.

In the summer of 2007 we undertook a formal study of faceted search front-ends.

Our traditional OPAC vendor didn’t have a suitable product at the time we started our investigation.

We considered the following products: AquaBrowser, WorldCat Local, Encore, and LibraryThing for Libraries.

Some core functionalities were identified such as:Did you mean…? functionality.Tag clouds.Ability for patrons to tag records.Seamless integration with the existing OPAC.

Page 5: Tech, Reference, AND PATRON Views of our new Front-End

History of the History of the ProjectProject

By late September we had narrowed the field down to two candidates:EncoreWorldCat Local

The decision was put to a vote of the Library Council; Encore was the favorite of the majority of our Library Staff.

Negotiations with III led to our “developer-status”, and eventually our signing a contract in late October.

The contract specified a 13 week implementation period, at which time a “Go Live” event/training would take place at the library with III staff.

A full database dump of our bibliographic and holdings records was provided to III in November.

At the start of December III requested I start working on “Delta Files”.

Page 6: Tech, Reference, AND PATRON Views of our new Front-End

History of the History of the ProjectProject

Delta file procedure in place by January.

Our “go-live” date was missed by a bit…

Staff decided that it would not make sense to launch the new service mid-semester.

We planned for a summer of testing, and an unveiling to our patrons for the fall 2008 semester.

Page 7: Tech, Reference, AND PATRON Views of our new Front-End

Files provided Files provided NightlyNightly

Bibliographic update file: unicorn_bib_upd.bfts

Holdings update file: unicorn_holdings_upd.cfts

Bibliographic deletes file: unicorn_bib_del.txt

Item delete file: unicorn_item_del.txt

Holdings delete file: unicorn_holdings_del.txt

There was also the caveat that a good ball-park figure of the number of records to be transferred each night would be around 5000.

Page 8: Tech, Reference, AND PATRON Views of our new Front-End

CSHCSH

Page 9: Tech, Reference, AND PATRON Views of our new Front-End

Encore Dump 1Encore Dump 1

Page 10: Tech, Reference, AND PATRON Views of our new Front-End

Encore Dump 2Encore Dump 2

Page 11: Tech, Reference, AND PATRON Views of our new Front-End

ENCORE DUMP 3ENCORE DUMP 3

Page 12: Tech, Reference, AND PATRON Views of our new Front-End

KERMITKERMITKermit© Columbia University

Page 13: Tech, Reference, AND PATRON Views of our new Front-End
Page 14: Tech, Reference, AND PATRON Views of our new Front-End
Page 15: Tech, Reference, AND PATRON Views of our new Front-End
Page 16: Tech, Reference, AND PATRON Views of our new Front-End

Question oneQuestion one

Do you use Encore as your first resource to look up material in the library?

Page 17: Tech, Reference, AND PATRON Views of our new Front-End

Question twoQuestion two

Do you Prefer Encore to iLink?

Page 18: Tech, Reference, AND PATRON Views of our new Front-End

Question ThreeQuestion Three

Do you feel the patrons prefer Encore to iLink?

Page 19: Tech, Reference, AND PATRON Views of our new Front-End

Question FOURQuestion FOUR

Do you use Encore to perform your job’s functions?

Page 20: Tech, Reference, AND PATRON Views of our new Front-End

Typical CommentsTypical Comments

Tech ServicesTech Services

••

““I like that it (I like that it (iLinkiLink) has ) has more obvious search more obvious search options, with Encore I options, with Encore I always find myself going to always find myself going to ‘‘advancedadvanced--searchsearch’’..””

ReferenceReference

••

““I use Encore most of the I use Encore most of the time, but I do use time, but I do use iLinkiLink

sometimes to perform my sometimes to perform my jobjob’’s function, such as s function, such as browsing on authorbrowsing on author’’s last s last name or searching with name or searching with several criteriaseveral criteria””

Page 21: Tech, Reference, AND PATRON Views of our new Front-End

Patron SurveyPatron Survey

Ten undergraduates polled during finals week, May 2009

Page 22: Tech, Reference, AND PATRON Views of our new Front-End

Bottom LineBottom Line

Encore is a discovery tool.

Page 23: Tech, Reference, AND PATRON Views of our new Front-End

You NEED You NEED GOOD DATA GOOD DATA

TO FACET TO FACET UPONUPON

An analysis of the An analysis of the ““samplesample””

set of set of records provided by one vendor, records provided by one vendor,

showed that nearly half of the showed that nearly half of the records didnrecords didn’’t have a single subject t have a single subject

tracing, other than a useless tracing, other than a useless ““electronic resourceelectronic resource””

tag.tag.

Page 24: Tech, Reference, AND PATRON Views of our new Front-End

Record qualityRecord quality

=520 \\$a The revolutionary seven dimensions that lead to sustainable business practice are identified and explored as well as the blind-spots that most corporate leaders have that prevent them from joining the revolution

In one dump of a vendor’s MARC records there were over 40,000 of these Unicode conversion problems.

Page 25: Tech, Reference, AND PATRON Views of our new Front-End

And records And records Like theseLike these……

=LDR 00704nas 22001933u 4500=LDR 00704nas 22001933u 4500

=001 XXX000961732=001 XXX000961732

=003 XXXX=003 XXXX

=005 20090316193456.0=005 20090316193456.0

=006 m=006 m\\\\\\\\\\\\\\\\dd\\\\\\\\\\\\\\\\

=007 cr=007 cr\\\\nn\\\\\\\\\\\\\\\\\\

=008 090316uuuuuuuuu|||||=008 090316uuuuuuuuu|||||\\|ss|||||||ss||||||\\\\\\||||||d||||||d

=035 =035 \\\\$a(XXXX)ssib000961732$a(XXXX)ssib000961732

=040 =040 \\\\$aXXXXX$cXXXXX$dXXXXX$aXXXXX$cXXXXX$dXXXXX

=245 =245 00$a{esc}{dollar}1!Be!0XKN7!ON!?u!00$a{esc}{dollar}1!Be!0XKN7!ON!?u!\\(!X@{esc}(B$h[el(!X@{esc}(B$h[el

ectronic resource].ectronic resource].

=260 =260 \\\\$a[S.l.] :$b[s.n.]$a[S.l.] :$b[s.n.]

=500 =500 \\\\$aTitle from content provider.$aTitle from content provider.

=506 =506 \\\\$aLicense restrictions may limit access.$aLicense restrictions may limit access.

=655 =655 \\0$aElectronic journals. 0$aElectronic journals. =856 40$zView availability and full=856 40$zView availability and full--text electronic text electronic issues$uhttp://XXXXXXXXXXXXXXXXXXXX/?sidXissues$uhttp://XXXXXXXXXXXXXXXXXXXX/?sidX

XXl&SS_jc=JC_000961732&title={esc}{dollar}1!Be!0XKXXl&SS_jc=JC_000961732&title={esc}{dollar}1!Be!0XK

N7!ON!?u!N7!ON!?u!\\(!X@{esc}(B(!X@{esc}(B

The X’s in this record are my redactions. The rest of the data is the full extent of the record as provided.

The XThe X’’s in this record are my s in this record are my redactions. The rest of the data is the redactions. The rest of the data is the full extent of the record as provided.full extent of the record as provided.

Page 26: Tech, Reference, AND PATRON Views of our new Front-End

New FeaturesNew Features

••

Facility to display holdings Facility to display holdings status directly from the status directly from the Encore interface (Z39.50 Encore interface (Z39.50 query against Unicorn for query against Unicorn for holdings). holdings).

••

Ability to allow patron Ability to allow patron tagging of records.tagging of records.

••

Chance to reload all of our Chance to reload all of our data and data and ““synchsynch””..

••

New New ““SkinsSkins””

available; available;

further ability to modify further ability to modify look and feel.look and feel.

We have updated our SirsiDynix system to the latest version of

Symphony. Encore will be updated to version 3.0

in early June!

We have updated our SirsiDynix We have updated our SirsiDynix system to the latest version of system to the latest version of

Symphony. Symphony. Encore will be updated to version 3.0 Encore will be updated to version 3.0

in early June!in early June!

Page 27: Tech, Reference, AND PATRON Views of our new Front-End

Important TakeImportant Take-- awaysaways

Number of records transferred per night can severely impact synchronization of the data.

The need for good, standards-based cataloging is increased by offering a faceted search product.

Patrons love it.

It is simply a discovery tool. It cannot replace the traditional OPAC nor ILS.

New features may or may not be tenable across cross-corporate borders.

Page 28: Tech, Reference, AND PATRON Views of our new Front-End

LinksLinks

Library Website: http://data.fairfield.edu/library/lib_home.html

Sirsi iLink: http://sirsi.fairfield.edu

Encore: �http://fairfield.iii.com/iii/encore/app

Page 29: Tech, Reference, AND PATRON Views of our new Front-End

Thank YOUThank YOU

Peter MorrisPeter MorrisSystems LibrarianSystems Librarian

DiMennaDiMenna--Nyselius LibraryNyselius LibraryFairfield UniversityFairfield UniversityFairfield, CT 06824Fairfield, CT 06824

[email protected]@fairfield.edu

Questions?