In 2015, Delta State University implemented Enterprise as our public access catalog. This talk will give an overview of the set up and implementation process. This presentation was given at the 2017 Mississippi SirsiDynix Users Group meeting.
2. Goal
Give an overview of Enterprise set up
Showcase implementation process
3. Background
Wished to implement next generation OPAC
Long term contract expiring
Website recently redesigned
4. Two options
BLUECloud PAC
Included with maintenance fee
More user friendly than eLibrary
Enterprise
Highly customizable
Widely adopted
Actively developed
5. Our Goals
Provide the best possible search experience for our patrons
Provide an optimal experience across platforms
6. Enterprise Benefits
User friendly
Visually appealing
Ease of customization
Ex. Simple test profile set up
No environment files, etc
7. The Contract
New long term contract signed in 2015
Minimized inflationary increases
Included SaaS migration, Enterprise and Portfolio
9. The Beginning (cont’d)
Three columns with HTML containers
Different layouts available
Book river can be toggled on and off
Manage Rooms → select a room → Edit Room
Deselect all lists
Can edit header, footer and upload files (after logging in as admin)
10. Implementation Process
Contract included Enterprise SureStart3
Three training webinars
Three consulting calls, 15 hours of work
Questionnaire to determine theme preferences
12. First Steps
Enterprise training mid-September 2015
Questionnaire
Committee members filled out copies
Results discussed at meeting
13. Enterprise Theming
Open
Fills screen
Logo, log in, My Account, My lists at
top
Search bar
Content
Boxed
Content in container in center
Logos, links, search bar same as open
theme
14. Log In | My Account | My Lists
Log In | My Account | My Lists
Search Restrictions Box Search
Search
Advanced Search
Advanced Search
Button
Button
Top represents
normal color,
bottom represents
selected color.
Top represents
normal color,
bottom represents
selected color.Top represents
normal color,
bottom represents
selected color.
15. Log In | My Account | My Lists
Log In | My Account | My Lists
Search Restrictions Box Search
Search
Advanced Search
Advanced Search
Button
Button
Top represents
normal color,
bottom represents
selected color.
Top represents
normal color,
bottom represents
selected color.Top represents
normal color,
bottom represents
selected color.
16. Log In | My Account | My Lists
Search Restrictions Box Search Advanced Search
Button
17. Log In | My Account | My Lists
Search Restrictions Box Search Advanced Search
Button
18. Log In | My Account | My Lists
Search Restrictions Box Search Advanced Search
Button
19. Log In | My Account | My Lists
Search Restrictions Box Search Advanced Search
Button
20. Log In | My Account | My Lists
Search Restrictions Box Search Advanced Search
Button
Log In | My Account | My Lists
Log In | My Account | My Lists
Search
Button
Top represents
normal color,
bottom represents
selected color.
Advanced Search
Top represents
normal color,
bottom represents
selected color.
Top represents normal
color, bottom two
represents selected
color options.
21. Log In | My Account | My Lists
Search Restrictions Box Search Advanced Search
Button
Log In | My Account | My Lists
Log In | My Account | My Lists
Search
Button
Top represents
normal color,
bottom represents
selected color.
Advanced Search
Top represents
normal color,
bottom represents
selected color.
Top represents normal
color, bottom two
represents selected
color options.
23. Moving Forward: Call 1
September 29, 2015
Brief overview of expectations and Enterprise features
Relayed design proposal
Discussed search facet order and configuration
Clarified certain settings
25. Lingering Issues
No browse search
Too many booklists in rotator
Reserve Desk feature not working
26. Solutions
Browse search desired for dissertations; added an extra facet
Disable third-party booklists
Create booklists from existing information desks
Link to eLibrary reserve desk
27. DSU Dissertation Facet
Used item category 3 to identify dissertations
Add equivalent search field in Enterprise
Make available as a search source
Manage Search Configuration>Manage Discovery Search Sources
Edit SD_ILS search source, make new item category available
Add display codes to facet
Add new facet to profile
Run full harvest
More information: https://support.sirsidynix.com/kb/127508
28. Targets
One for each unit
Main library
Instructional Resources Center (IRC)
Archives
One target for Teach for America (TFA)
library
Combo target for IRC and TFA
Books, periodicals, and DVDs
29. Other Targets
Reserve desk
One source (reserves)
Two desks set as targets
No EDS integration
30. Search Fields
Title, Author, Subject, Periodical Title,
ISBN, ISSN, Call Number
Many other fields configurable
Selection under manage profiles →
Search Box Options
31. Adding Logo to Book Cover Images
No Syndetics subscription
Used HTML widget to add custom image
Manage Displays → Manage HTML Widgets → Add
HTML Widget
Custom JavaScript code to add custom image to
book river and My Account
More information here:
https://support.sirsidynix.com/dev/contrib/54552
32. Permalinks
eLibrary contained permalink feature
Needed to replicate in Enterprise
Used HTML widget (see below)
Code available here: https://support.sirsidynix.com/dev/contrib/54553
33. Other Catalog Features
Two profiles, one for testing, one for production
Added DSU logo to book cover images
Custom MARC Maps and search fields to display 500 field notes
34. Features Not Used
Quick Search links
Buttons which link to searches
Saw no need
Autocomplete
Patron account self edit
Item level holds
Federated Search
Only search catalog and reserve desks
Can integrate with EDS, 360 Search, Z39.50
36. Adding a Search Box
Library web page uses a tabbed search box
Code for catalog search needed
Enterprise supports functionality
Create form which points at catalog
More information here: https://support.sirsidynix.com/kb/131766
38. My Account Link
Goal: to give patrons one-click link to view their account
To be placed on home page
Solution: special link to account login form (solution found in listserv
archives – search “Link directly to My Account page”)
More information here: https://support.sirsidynix.com/kb/163018
42. Reactions
Strengths
Look and feel praised
Much improvement over old catalog
Challenges
Serials records lacked detail of
eLibrary records
Publication date field displayed
multiple dates (solved)
43. Going Forward
Old and new catalogs coexisted
eLibrary relabeled “Advanced Catalog Search”
Move to Enterprise-only May 2017