Wenger sf xin-barton


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Wenger sf xin-barton

  1. 1. SFX in Barton The project that wouldn't end Beth Brennan, Metadata Systems Librarian Rich Wenger, E-resource Systems Manager
  2. 2. Why put SFX buttons in the catalog?  Accessing e-resources via Barton has always been a problem, especially from off campus  Needed a consistent way to send users through the proxy server  Wanted to stop maintaining URLs in Aleph records  Recent explosion of e-book records in the catalog SFX in Barton | ENUG 2011 Page 2
  3. 3. A collaborative effort  Other members of the project team: Systems Goddess (Christine Moulen),catalogers (Ben Abrahamse, Jennifer Edwards), serials acquisitions (Kim Maxwell), and usability experts (Darcy Duke, Melissa Feiden)  Everyone worked on different pieces of the puzzle; none of us could do this presentation alone  Working meetings, where we threw out ideas, made quick server-side changes, and saw immediate results (to embrace or discard) SFX in Barton | ENUG 2011 Page 3
  4. 4. Why this project took so long  SFX buttons could be integrated into Aleph since version 14. And others have done so. However...  We wanted to put SFX buttons where we wanted them, and when we wanted them  Only show the button if it is very likely to take the user to an e-resource SFX in Barton | ENUG 2011 Page 4
  5. 5. Why this project took so long  Earlier attempts failed to get the information we needed onto the OPAC pages we needed it to appear on  Poor collaboration between Ex Libris' Aleph and SFX support teams  Other projects took priority while we struggled for solutions SFX in Barton | ENUG 2011 Page 5
  6. 6. Obstacles  Aleph provides a conditional SFX button on the Full record display only, but patrons often don't look past the Brief results  Aleph puts the button at the top of the page, and we preferred other placement  Conditionality options were not sufficient  Aleph provides an unconditional SFX button on the Brief results, in table view only. Our default is list view SFX in Barton | ENUG 2011 Page 6
  7. 7. Solution: Aleph fix scripts  Finally created a simple fix script that put the system number into the OPAC record displays  From there, things started to fall into place, and the fix script blossomed into a display tag that helps to determine: o Conditionality and quantity of SFX buttons, display of URL and HOL public notes, and even whether to display HOL at all o C:UsersrwengerDocumentsAlephOPACHi-level_animated.pptx SFX in Barton | ENUG 2011 Page 7
  8. 8. Aleph fix scripts  The fix builds this: SFX91 L $$s0-0-0-2-9-3-5-9-2 $$lMIT01$$901$$zbutton~~~$$pAvail$$av.122:no.1 (2000:Feb.)-  Which tells the Java Script: o Aleph system number 000293592 (for SFX Z39.50 lookup) is an MIT01 record (as opposed to MIT30 course record) o It should display 1 SFX button, with the caption: v.122:no.1 (2000:Feb.)- o Availability lines should be shown (print HOL) SFX in Barton | ENUG 2011 Page 8
  9. 9. SFX tag  Created from SYS so EVERY record has one  Determines if the record gets a button and how many  Determines if there are print holdings to display as well  Shows summary holdings statement next to button, if Barton has only one, or shows generic message and lets the SFX menu show more complicated details SFX in Barton | ENUG 2011 Page 9
  10. 10. Subfields: part 1  $$a: Summary holdings statement  $$i: Summary holdings public note  $$l: MIT01 or MIT30 (doc library identifier)  $$p: Avail (only possible value - means there ARE non-internet holdings)  $$q: NoAva (only possible value - means there are NO non-internet holdings)  $$s: SYS padded with hyphens SFX in Barton | ENUG 2011 Page 10
  11. 11. Subfields: part 2  $$z: Place holder saying if you need a button, and how to count it for stats  $$8: 00 (only possible value - meaning this record has NO URLs)  $$9: Counter, tells you how many URLs are in the record SFX in Barton | ENUG 2011 Page 11
  12. 12. Temporary subfields  There are two subfields that are temporarily used during the script, but are gone before the final rendering of the page: o $$a (used and deleted before the summary holdings are made) holds the marker identifying a Books24x7 or MARCit record o $$u holds the URL itself (http://.....) SFX in Barton | ENUG 2011 Page 12
  13. 13. URL counting  We needed to know how many URLs are in the record, and which to turn into buttons  We use two tags to figure this out... o One ends up feeding the final count and other details to the SFX tag which generates the button (URL tag) o The other is used to hold data to enable multiple buttons to display (U564 tag) SFX in Barton | ENUG 2011 Page 13
  14. 14. URL tag  We prevent the fix from counting certain kinds of URLs o Local 'get' URLs (unless it's the only one) o Table of Contents  Use col.7 of fix table to add counter  Only the LAST copy of this tag is kept  This tag feeds data to the SFX tag and helps create summary holdings or generic message SFX in Barton | ENUG 2011 Page 14
  15. 15. Adding summary holdings  Split NET from other summary holdings statements (SMHL tag)  Convoluted way to mark if there's more than one NET summary holding o Mark NOT-FIRST with $$7mlt o Combine $$7 into URL tag o Re-combine $$7 and $$9 of URL tag into SMHL tag  Delete SMHL if $$9 ≠ 0; or if $$7mlt is present SFX in Barton | ENUG 2011 Page 15
  16. 16. U564 tag  Holds URL data when multiple buttons are displayed  This is where 856 $z and $3 notes are really displayed from  Counter ($$9) says which button the data goes with  All U564 tags are kept, EXCEPT for serials which only ever get one button SFX in Barton | ENUG 2011 Page 16
  17. 17. Data clean up  Consistency of public notes in URL and HOL tags o Remove references to on campus vs. off campus access, as the proxy server handles this now  Fix incorrect or obsolete indicators on URL tags  Fix subfielding in URL tags  Clean up URLs that contain proxy string SFX in Barton | ENUG 2011 Page 17
  18. 18. Client-side Components  Aleph OPAC  SFX  EZproxy SFX in Barton | ENUG 2011 Page 18
  19. 19. Aleph OPAC  Construct conditional buttons on Brief lists and Full pages, short-b-body-mit01 and full-999-body- mit01 according to information passed to the page(s) from sfx_brief.fix and sfx_full.fix o Use Aleph-supplied SFX button when possible o Remove disabled Aleph-supplied button in all cases where it exists SFX in Barton | ENUG 2011 Page 19
  20. 20. JavaScript  JavaScript interprets data string from fix routines SFX in Barton | ENUG 2011 Page 20
  21. 21. JavaScript (1/3)  0-0-0-2-9-3-5-9-2MIT0101button~~~Avail | v.122:no.1 (2000:Feb.)- 000293592 System number MIT01 Doclib 01 URL count button~~~ 'button~~~', or 'Books24x7', or 'MARCit~~~' Avail 'Avail' or 'NoAva' v.122:no.1 (2000:Feb.)- text string to append after the button SFX in Barton | ENUG 2011 Page 21
  22. 22. JavaScript (2/3) o Uses DOM methods throughout • document.getElementsByTagName • document.getElementById • document.createElement • document.createTextNode • parentNode.removeChild • encodeURIComponent • firstChild.nodeValue • setAttribute • appendChild SFX in Barton | ENUG 2011 Page 22
  23. 23. JavaScript (3/3) o Function library loaded by header files: • direct-head-mit01 • full-set-head-ill • full-set-head-ill-nobor • short-1-head-mit01 • short-2-head-mit01 • short-4-head-mit01 SFX in Barton | ENUG 2011 Page 23
  24. 24. URL construction (1/5)  Construct 4 different types of URLs depending on the data passed from the fix routines SFX in Barton | ENUG 2011 Page 24
  25. 25. URL construction (2/5) 1. Books24x7 http://owens.mit.edu/sfx_local? bookid=14841 &rft.genre=book &sid=Barton:Books24x7 2. MARCit http://owens.mit.edu/sfx_local? &rft.object_id=1000000000216454 &rfr_id=info:sid/sfxit.com:MARCit file://C:UsersrwengerDocumentsAlephOPACurl1.pptx SFX in Barton | ENUG 2011 Page 25
  26. 26. URL construction (3/5) 3. Aleph http://library.mit.edu:80/F/? func=service-sfx &doc_number=001701742 &line_number=0000 &service_type=RECORD file://C:UsersrwengerDocumentsAlephOPACurl2.pptx SFX in Barton | ENUG 2011 Page 26
  27. 27. URL construction (4/5) 4. 856_url http://walter.mit.edu/F/? func=service-sfx &line_number=0000 &service_type=RECORD &doc_number=001706051 C:UsersrwengerDocumentsAlephOPACurl3.pptx SFX in Barton | ENUG 2011 Page 27
  28. 28. URL construction (5/5) 856_url (second of 2) http://owens.mit.edu/sfx_local? &rfr_id=info:sid/ALEPH:MIT01 &856_url=http://purl.access.gpo.gov/GPO/LPS117034 SFX in Barton | ENUG 2011 Page 28
  29. 29. SFX (1/2)  Using OpenURL version 1.0  Activate 856_url target with proxy flag checked  Enable z39.50 fetch of MARC record from Aleph o We set up a separate logical base for this, specified in config/source/OpenURL_0_1/aleph.config_ and config/z3950_lookup.config SFX in Barton | ENUG 2011 Page 29
  30. 30. SFX (2/2)  Display logic rule o Only display 856_url target if there are no other full text targets eligible SFX in Barton | ENUG 2011 Page 30
  31. 31. Ezproxy  Include Barton URLs in config.txt  Set up proxy_URL API for catalogers o Requires "ProxyURLPassword xxxxxxxx" directive in config.txt o https://walter.mit.edu/shib/proxylookup.cgi SFX in Barton | ENUG 2011 Page 31
  32. 32. Obstacles (1/8)  Semicolons and ampersands in URLs croak SFX http://library.mit.edu/item/001733820 o Regular encoding doesn't work because JavaScript window.location and window.open automatically decode them SFX in Barton | ENUG 2011 Page 32
  33. 33. Obstacles (2/8) o Required double encoding. Semicolon becomes '%253b'. JS will convert '%25' to '&'. SFX will convert '&3b' to semicolon on the redirect URL o Doesn't work on Books24x7 & MARCit URLs. Only applied to "856_url=" parameters SFX in Barton | ENUG 2011 Page 33
  34. 34. Obstacles (3/8)  SFX source parser errors o ALEPH.pm chokes on some author names. Early failures were bypassed by switching to ver. 1.0 OpenURLs. Currently this is also failing in a few cases o Temporarily circumvented it by modifying the parser o SI 16384-249922 is open and in development SFX in Barton | ENUG 2011 Page 34
  35. 35. Obstacles (4/8)  Some browsers require structures be closed before invoking JavaScript on them. Good practice. o Wrong: <td> <script> </script> </td> o Right: <td> </td> <script> </script> SFX in Barton | ENUG 2011 Page 35
  36. 36. Obstacles (5/8)  ALEPH.pm does not retrieve URLs in 956 fields o Constructed a server-side fix routine for z39.50 that moves URLs in local 956 fields into 856 fields. sfx_z39.fix o Logical base created to invoke this fix and handle record length problem (new z39_server_MIT01SFX.conf) SFX in Barton | ENUG 2011 Page 36
  37. 37. Obstacles (6/8)  We were seeing duplicate 856_url targets on the SFX menu o Needed to turn on the 'deduplication' option on the Related Objects Admin page SFX in Barton | ENUG 2011 Page 37
  38. 38. Obstacles (7/8)  Aleph was constructing mangled OpenURLs o Fixed in sfx-record-ver-1.0 SFX in Barton | ENUG 2011 Page 38
  39. 39. Obstacles (8/8)  SFX record fetch for MIT30 records failed because of different doc numbers o /exlibris/sfx_ver/sfx_version_3/sfxlcl3/config/sour ce/source_v1_0.dir modified. Changed "ALEPH.*" to "ALEPH.MIT01". This allows MIT30 URLs with ISBNs and ISSNs to resolve successfully until we decide how to handle MIT30 doc numbers SFX in Barton | ENUG 2011 Page 39
  40. 40. Demos  SFX button supplied by Aleph o http://walter.mit.edu/item/000336947  856_url o http://walter.mit.edu/item/001706051  Multiple URLs o http://walter.mit.edu/item/000922127 SFX in Barton | ENUG 2011 Page 40
  41. 41. Round 2 adjustments  Overrides: o SE were forced to have 1 button, but we found times we needed the multiple button o Sometimes SFX knew less than Barton, and was interfering by trying a title search (e.g. Annual report)  Display text coming from summary HOL *and* notes with the URL  New index on the 'button~~~' led to improved logical base for electronic resources SFX in Barton | ENUG 2011 Page 41
  42. 42. Finis Aleph, SFX, Searching, one for the other, Together at last. Beth Brennan, siers@mit.edu Rich Wenger, rwenger@mit.edu SFX in Barton | ENUG 2011 Page 42
  43. 43. Addendum  A PDF file containing this presentation, the Aleph fix routines, and the JavaScript files is available for download. SFX in Barton | ENUG 2011 Page 43