June 2008 - ver. 1.2
Day and Night
Some interface modifcations since then
Mark's Open Philosophy
Migrating as many library services to Open
Source is the goal
Wanted to move away from Sirsi Unicorn and
adopt a more open framework
Not just software...
critical to transformation of the Library
Wanted to change the way we work
Empowering staff to experiment, play, fail and
create – Fear of Failure? Get over it!
Open environment facilitated the creation of 2
fulltime and 8 contract employees.
...Pre-Deployment - Hardware
2 x Quad Core Xeon Processor E53452x4MB
Cache, 2.33GHz, 1333MHz FSB
32GB Dual Ranked DIMMs
2 x 73GB 15K RPM Serial-Attach SCSI
PowerVault MD3000i iSCSI RAID array
With 5 x 1 TB 7.2K RPM Universal SATA 3Gbps
… Pre-Deployment - Marketing
Library staff buy-in received by extolling the re-
liability and customization of open frameworks!
Webinars and “Techbits” for Staff
Web training on a grand scale!
Skype, Livechat (Crafty Syntax), GoogleApps
Moodle, blogs, Drupal, Refworks, DbofDBs,
Every team had a job
Get the records/patrons/circ data out...
Get the records/patrons/circ data in...
Lack of Serials/Acquisitions/Reserves modules
provided(demanded) a modifed workfow.
All solutions aren't necessarily code!
Find a SIRSI API trained tech who knows Ever-
Set him loose... answer questions when possible.
I didn't document as much as I should have...
Never enough time!
Meetings every AM
and a Wiki to track it all
Red - Must be working by June 5
Blue - Must be working by July-August
Green - Needs to be working by year end
Yellow – Done.
It's all kind of fuzzy now!
Initial 3 weeks - (May 1 - 21)
Test server; Evergreen installs/testing ; Migra-
Next 2 weeks
Production server; Final Evergreen install; Final
Post Launch - Weeks
Tweaking confg/skin/rules; patches; data
Post Launch - Months
OPAC mods; Serials migration; Report devel-
Created workfow using spreadsheets.
Includes a weekly currency rate updates
More simplifed workfow
Easy year-end and YTD reporting
Staff is happier
Serials are Serials
Serial bib records (not holdings) were loaded
MFHD exported from SIRSI using their API;
Code can only be shared with other SIRSI
saved for future use... in MFHD
Serials are Serials
Staff maintained the MFHD data using MarcEdit
Opened in MARC broken format and complied
back into MARC everyday.
New tables/modules for “print journals” created
with SFU folks in CUFTS/GODOT
MFHD data massaged and imported into new
Serials Display in CUFTS/GODOT
Drupal page for each course
Brief records created for uncatalogued items
(by Dr. Reserve)
Course Bookbag shared as an RSS feed
RSS feed displayed on the course reserve page
Genius right? ... not so much
Google sure liked crawling exposed Bookbags !
Daily logs > 1 GB
URLs restricted by robots.txt - 807,784
Performance comments from staff - Related?
...e-Reserves drawing board
Consuming RSS feed creates a block in Drupal
Firefox stumbles loading the .js ; preventing ef-
fective block management...
Temporary fx? Disable .js
Google Chrome doesn't stumble
Adding Additional Fields
System administrators can customize MARC
data felds on the rdetail_summary.xml
Blank rows are hidden
Add inside the rdetail_details_table:
<tr> <td nowrap='nowrap' class='rdetail_desc'>Thesis
Note</td><td class='rdetail_item' id='rdetail_thesis_note'>
<MARC datafeld=quot;502quot;></MARC> </td></tr>
...Adding Additional Fields
Or you can insert individual subfelds by specifying them:
<td nowrap='nowrap' class='rdetail_desc'>&common.publisher;</td>
<td class='rdetail_item' ><span><MARC datafeld=quot;260quot; subfeld=quot;aquot;
newline=quot;noquot;></MARC></span><span id='rdetail_publisher'></span> </td>
Clickable Subject Searching
Relevant Subjects sidebar? Not relevant!
Concatenated keyword subject search ++
Now that we can add felds at will...
Generate a searchURL and make it a hyperlink
<a href=quot;../xml/rresult.xml?rt=keyword&tp=keyword&t=Country life
%20Prince Edward Island%20Fiction.%20&l=1&d=0&f=&av=quot; title=quot;Perform a
search on this subjectquot;>Fiction.</a>
Google Book Search Preview
Alexander wanted to play...
Evergreen community liked the idea
Added to core... Thanks !
Google Preview button – Best of both worlds
New tab called Excerpt if a Preview is available.
Export to Refworks
Refworks “tagged format” tab with import
instructions. And we were happy!
“Hey! What's this Export to Refworks on the
Permission from the SFU folk and... Shazam!
Proxy protected import to Refworks
Live Chat Service
Link to Libraryh3lp from OPAC
Not free, not open source, but...
Hosted, Jabber-based and $50.00/year...
Widgets everywhere – Evergreen, VRE, Moodle,
Drupal, IR, Journals, Resolver, Proxy error.
LibX toolbar supports Evergreen – Auto detect
Godmar, Annette and Dan at Access2008
UPEI edition works great!
Obligatory shameless plug...
Other Misc Bits...
Ctrl + i to insert MARC feld using Mac client
Auto expand frst item in OPAC view
Hide barcode for public in OPAC
Show barcode in staff client
Default to LC not Dewey when adding volumes
“My Account” settings not patron editable
Custom spine label printing worked for a while
Brainstorm responses ...
Embed other e-resource content, esp. reposit-
ories, into the preview window
Provide truncation/boolean searching
True subject searching
Exact title searching
Staff can add Z39.50 targets
OPAC authority browsing
Generate Google site map
Mashup “best seller” RSS lists with catalogue
Provide citations in standard style formats
eg. MLA, APA, Chicago, Turabian
Opt-in/Opt-out borrowing history (like ILL)
Search other catalogues from the results screen
and request via ILL
Bib record enhancement – Socially enriched bib-
liographic and fulltext info.
Alternate display choices... Like the Amazon
subject search http://tinyurl.com/3ymk7o
Tagcloud of recently or current searches
Better/clearer reporting interface with some
built-in useful reports
Batch “Add to Bucket”
“Guesstimate” search results