Slides from a talk at Evergreen International Conference 2009 by Grant Johnson from the University of Prince Edward Island.

1. Bits and Pieces of
IslandPines
Grant Johnson
Robertson Library
University of Prince Edward Island
May, 2009

2. Dedication
Gordie Conners
May 18, 2009

3. Agenda
Who, What, Where, When and Why?
Implementation process
Customizations
Current Status
Future Dreams - Brainstorming

4. Who ?
Robertson Library
Staff of 30
Systems staff of 4/10
Member of Atlantic Canada Library
consortium
Strong Proponent of Provincial techno-
logy/digitization efforts

5. What ?
Single site
Arts and Sciences research library
Atlantic Vet College
Legacy SIRSI site
< 400,000 bib records

6. Where ?
Canada
Prince Edward Island ( pop. 140,000)
Charlottetown (pop. 32,245)
University of Prince Edward Island
(4,000 Students)

7. … Where ?

8. When ?
June 2008 - ver. 1.2
Day and Night
5 weeks
Some interface modifcations since then

9. Why ?
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...

10. Why ?
Open Source/Data/Research/Management
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.

11. ...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

12. … 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,
VRE's

13. Deployment
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!

14. … Deployment
Find a SIRSI API trained tech who knows Ever-
green cold
Set him loose... answer questions when possible.
I didn't document as much as I should have...
Never enough time!

15. … Deployment
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!

16. ...Deployment

17. ...Deployment

18. … Deployment
Initial 3 weeks - (May 1 - 21)
Test server; Evergreen installs/testing ; Migra-
tion coding
Next 2 weeks
Production server; Final Evergreen install; Final
Data load

19. … Deployment
Post Launch - Weeks
Tweaking confg/skin/rules; patches; data
clean-up
Post Launch - Months
OPAC mods; Serials migration; Report devel-
opment; Learning

20. Acquisitions
Created workfow using spreadsheets.
Includes a weekly currency rate updates
More simplifed workfow
Easy year-end and YTD reporting
Staff is happier

21. Serials are Serials
Serial bib records (not holdings) were loaded
into Evergreen
MFHD exported from SIRSI using their API;
Code can only be shared with other SIRSI
API'ers
saved for future use... in MFHD

22. 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
tables

23. Serials Display in CUFTS/GODOT
http://journals.library.upei.ca/CJDB/PCU/browse

24. e-Reserves

25. e-Reserves
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
http://library.upei.ca.rlproxy.upei.ca/reserves/
nursing213X

26. e-Reserves
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?

27. ...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
http://library.upei.ca/admin/build/block

28. Adding Additional Fields

29. 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>

30. ...Adding Additional Fields
Or you can insert individual subfelds by specifying them:
<tr>
<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>
</tr>

31. 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>

32. 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.
http://islandpines.roblib.upei.ca/opac/en-CA/skin/roblib/xml/rdetail.xml?r=413195&

33. Export to Refworks
Refworks “tagged format” tab with import
instructions. And we were happy!
Someone asked:
“Hey! What's this Export to Refworks on the
Journal page?”
Permission from the SFU folk and... Shazam!
Proxy protected import to Refworks

34. ...Export to Refworks
var godot_url = 'http://articles.library.upei.ca/GODOT/rw_export.cgi?
state=import&id=evergreen&proxy=http%3A%2F%2Frlproxy.upei.ca%2Flogin%3Furl
%3D&DBASE=unknown&REQTYPE=BOOK&PUBTYPE=&'
+ 'TITLE=' + escape( getText( G.ui.rdetail.title ) )
+ '&ARTTIT=&SERIES=&AUT=' + escape( getText( G.ui.rdetail.author ) )
+ '&ARTAUT=&PUB=' + escape( getText( G.ui.rdetail.publisher ) )
+ '&PUB_PLACE=' + escape( pubPlaceStr)
+ '&ISSN=' + escape( ISSN )
+ '&ISBN=' + escape( SN )
+ '&VOLISS=&VOL=&ISS=&PGS=&YEAR=' + escape( getText( G.ui.rdetail.pubdate ) )
+ '&MONTH=&YYYYMMDD=&EDITION=&THESIS_TYPE=&FTREC=&URL=' +escape( urlFieldStr )
+ '&NOTE=' + escape(notesStr
+'&REPNO=&SYSID=&ERIC_NO=&ERIC_AV=&ERIC_FT_AV=&MLOG_NO=&UMI_DISS_NO=&CALL_NO=&D
OI=&PMID=&BIBCODE=&OAI=';

35. 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.

36. LibX Toolbar
LibX toolbar supports Evergreen – Auto detect
Godmar, Annette and Dan at Access2008
UPEI edition works great!
http://libx.org/editions/download.php?edition=up
Obligatory shameless plug...
http://vre.upei.ca/access2009

37. 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

38. Migrated to 1.4.0.4 on May 7, 09

39. Brainstorm responses ...

40. 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

41. ...Brainstorm responses
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.

42. ...Brainstorm responses
Evergreen local
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
Beer Menu

43. Links
DbofDB's - http://library.upei.ca/databases
Library Block - https://moodle.upei.ca/course/view.php?id=699
VRE Sites - http://vre.upei.ca/dev/VREsites
Migration Wiki- http://loomware.pbwiki.com
Some Notes - http://vre.upei.ca/dev/node/253