Providing Print and Microform Holdings Information through the SFX Menu System George Boston University Libraries Western Michigan University Michigan Academy March 20, 2009

George Boston

University Libraries

Western Michigan University

First, some history: Originally printed directories were used – and we had several copies distributed thoughout the library Next, bibliographic records, were put online - First in NOTIS and then in Voyager Originally printed a directory – and had several copies thoughout the library - Show the Blue Books Next, Serials discoverable through OPAC OLLI, homegrown catalog based on NOTIS records (1990)‏ Voyager - 1 st commercial ILS (1998)‏

Originally printed directories were used – and we had several copies distributed thoughout the library

Next, bibliographic records, were put online -

First in NOTIS and then in Voyager

Originally printed a directory – and had several copies thoughout the library - Show the Blue Books

Next, Serials discoverable through OPAC

OLLI, homegrown catalog based on NOTIS records (1990)‏

Voyager - 1 st commercial ILS (1998)‏

Then, what happened? An explosion of electronic journals Two basic types - subscriptions, like Science Direct and Emerald Stable Entered into the ILS, discoverable there Second type - were in aggregated packages, like ProQuest and InfoTrac Weren’t stable, could removed from the package at any time at publisher’s request, etc. Not entered into the ILS

Two basic types - subscriptions, like Science Direct and Emerald

Stable

Entered into the ILS, discoverable there

Second type - were in aggregated packages, like ProQuest and InfoTrac

Weren’t stable, could removed from the package at any time at publisher’s request, etc.

Not entered into the ILS

A multi-silo solution How do we provide access to our users to all forms of these new electronic journals? Entered in a searchable database, so they are easily discoverable, especially those in aggregated databases: Placed in the SFX OpenURL resolver system, all electronic journals discoverable through that interface

How do we provide access to our users to all forms of these new electronic journals?

Entered in a searchable database, so they are easily discoverable, especially those in aggregated databases:

Placed in the SFX OpenURL resolver system, all electronic journals discoverable through that interface

But now we had two silos that users needed to check Print, microform and subscription-only electronic journals Both subscription and aggregated electronic journals ILS SFX

Dilemma – How do we merge silos? Import all records into Voyager Difficult to maintain Package content is dynamic MARC packages not available for all aggregators (especially the more obscure ones)‏ Import Voyager data about holdings of print journals into SFX Requires programming to extract data from Voyager and import data into SFX

Import all records into Voyager

Difficult to maintain

Package content is dynamic

MARC packages not available for all aggregators (especially the more obscure ones)‏

Import Voyager data about holdings of print journals into SFX

Requires programming to extract data from Voyager and import data into SFX

How would we do this? On Voyager side: Summary holdings information was held in the MARC 866 field within the MfhD record Information about selected Print and Microform journals extracted from Voyager’s Oracle database On the SFX side: Local targets for Print and Microform journals were created Voyager data could be imported as individual portfolios within those Targets

On Voyager side:

Summary holdings information was held in the MARC 866 field within the MfhD record

Information about selected Print and Microform journals extracted from Voyager’s Oracle database

On the SFX side:

Local targets for Print and Microform journals were created

Voyager data could be imported as individual portfolios within those Targets

Designing the System – what do I mean by “selected” journals Meeting with public services to determine: What to include/what to exclude What it should the SFX menu look like? Desired wording on the menu Formatting of data

Meeting with public services to determine:

What to include/what to exclude

What it should the SFX menu look like?

Desired wording on the menu

Formatting of data

Import, Review, go Live Voyager extract Use Perl to query and extract Voyager data Import into SFX Import data extracted from Voyager into Test mode Review and import into Live mode

Voyager extract

Use Perl to query and extract Voyager data

Import into SFX

Import data extracted from Voyager into Test mode

Review and import into Live mode

“ Before” Screenshot

“ After” Screenshot

More “After” Screenshots

Maintaining the System Integration of storage request form If an item's location is “Storage” appropriate link is displayed. Updating the system On a monthly basis the files are refreshed. Feedback Positive feedback from both staff and patrons. Occasional manual editing required

Integration of storage request form

If an item's location is “Storage” appropriate link is displayed.

Updating the system

On a monthly basis the files are refreshed.

Feedback

Positive feedback from both staff and patrons.

Occasional manual editing required

Thank you for your attention George Boston University Libraries Western Michigan University 269-387-5147 [email_address] Special thanks to: Birong Ho, Systems Librarian and Deborah Mouw, Electronic Resource Specialist for their programming assistance Presentation is available on Slideshare at: http://www.slideshare.net/bostong/mi-acad2009-print-sfx

George Boston

University Libraries

Western Michigan University

269-387-5147

[email_address]

Special thanks to: Birong Ho, Systems Librarian and Deborah Mouw, Electronic Resource Specialist for their programming assistance

Presentation is available on Slideshare at:

http://www.slideshare.net/bostong/mi-acad2009-print-sfx