Setting up the Enterprise Catalog

1. Setting Up the Enterprise Catalog BY MICHAEL PAULMENO

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

8. The Beginning

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

11. Design Committee  Representatives of various departments  Worked together to create theme proposal

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

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.

22. Results  Open theme  White logo, green search bar  Green to white gradient

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

24. Moving Forward: Call 2  October 8, 2015  Discussed consultant’s work

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

35. Final Product

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

37. Adding a Search Box (continued)

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

39. My Account Link (continued)

40. My Account Link (continued)

41. Reactions Frown face: By Granny Enchanted (Own work) [CC0], via Wikimedia Commons

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

44. Questions? Insert QR Code/link to presentation here