Bits and Pieces from the UPEI Experience

Bits and Pieces of IslandPines

Grant Johnson Robertson LibraryUniversity of Prince Edward IslandMay, 2009

Dedication

Gordie ConnersMay 18, 2009

Agenda

Who, What, Where, When and Why?Implementation processCustomizationsCurrent StatusFuture Dreams - Brainstorming

Who ?

Robertson LibraryStaff of 30Systems staff of 4/10Member of Atlantic Canada Library consortiumStrong Proponent of Provincial techno-logy/digitization efforts

What ?

Single site Arts and Sciences research libraryAtlantic Vet CollegeLegacy SIRSI site< 400,000 bib records

Where ?

CanadaPrince Edward Island ( pop. 140,000)Charlottetown (pop. 32,245)University of Prince Edward Island(4,000 Students)

… Where ?

When ?

June 2008 - ver. 1.2Day and Night5 weeks

Some interface modifcations since then

Why ?

Mark's Open Philosophy Migrating as many library services to Open Source is the goalWanted to move away from Sirsi Unicorn and adopt a more open frameworkNot just software...

Why ?

Open Source/Data/Research/Management critical to transformation of the LibraryWanted to change the way we workEmpowering 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 FSB32GB Dual Ranked DIMMs2 x 73GB 15K RPM Serial-Attach SCSI PowerVault MD3000i iSCSI RAID arrayWith 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 StaffWeb training on a grand scale! Skype, Livechat (Crafty Syntax), GoogleApps Moodle, blogs, Drupal, Refworks, DbofDBs, VRE's

Deployment

Every team had a jobGet 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!

… Deployment

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

… Deployment

Meetings every AM and a Wiki to track it allRed - Must be working by June 5Blue - Must be working by July-AugustGreen - Needs to be working by year endYellow – Done.

It's all kind of fuzzy now!

...Deployment

...Deployment

… Deployment

Initial 3 weeks - (May 1 - 21) Test server; Evergreen installs/testing ; Migra-tion coding

Next 2 weeksProduction server; Final Evergreen install; Final Data load

… Deployment

Post Launch - Weeks Tweaking confg/skin/rules; patches; data clean-up

Post Launch - MonthsOPAC mods; Serials migration; Report devel-opment; Learning

Acquisitions

Created workfow using spreadsheets.Includes a weekly currency rate updatesMore simplifed workfowEasy year-end and YTD reportingStaff is happier

Serials are Serials

Serial bib records (not holdings) were loaded into EvergreenMFHD exported from SIRSI using their API; Code can only be shared with other SIRSI API'erssaved for future use... in MFHD

Serials are Serials

Staff maintained the MFHD data using MarcEditOpened in MARC broken format and complied back into MARC everyday.New tables/modules for “print journals” created with SFU folks in CUFTS/GODOTMFHD data massaged and imported into new tables

Serials Display in CUFTS/GODOThttp://journals.library.upei.ca/CJDB/PCU/browse

e-Reserves

e-Reserves

Drupal page for each courseBrief records created for uncatalogued items (by Dr. Reserve)Course Bookbag shared as an RSS feedRSS feed displayed on the course reserve pagehttp://library.upei.ca.rlproxy.upei.ca/reserves/nursing213X

Genius right? ... not so much Google sure liked crawling exposed Bookbags ! Daily logs > 1 GBURLs restricted by robots.txt - 807,784Performance comments from staff - Related?

e-Reserves

Consuming RSS feed creates a block in DrupalFirefox stumbles loading the .js ; preventing ef-fective block management... Temporary fx? Disable .js Google Chrome doesn't stumblehttp://library.upei.ca/admin/build/block

...e-Reserves drawing board

Adding Additional Fields

System administrators can customize MARC data felds on the rdetail_summary.xmlBlank rows are hiddenAdd 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="502"></MARC> </td></tr>

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="260" subfeld="a" newline="no"></MARC></span><span id='rdetail_publisher'></span> </td> </tr>

...Adding Additional Fields

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="../xml/rresult.xml?rt=keyword&tp=keyword&t=Country life%20Prince Edward Island%20Fiction.%20&l=1&d=0&f=&av=" title="Perform a search on this subject">Fiction.</a>

Clickable Subject Searching

Google Book Search Preview

Alexander wanted to play...Evergreen community liked the ideaAdded to core... Thanks !Google Preview button – Best of both worldsNew tab called Excerpt if a Preview is available.

http://islandpines.roblib.upei.ca/opac/en-CA/skin/roblib/xml/rdetail.xml?r=413195&ol=4&t=freakonomics&tp=keyword&l=4&d=2&hc=1&rt=keyword

Export to Refworks

Refworks “tagged format” tab with importinstructions. 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

...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=&DOI=&PMID=&BIBCODE=&OAI=';

Live Chat Service

Link to Libraryh3lp from OPACNot 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

LibX toolbar supports Evergreen – Auto detectGodmar, Annette and Dan at Access2008UPEI edition works great!http://libx.org/editions/download.php?edition=upeiObligatory shameless plug... Obligatory shameless plug... http://vre.upei.ca/access2009http://vre.upei.ca/access2009

Other Misc Bits...

Ctrl + i to insert MARC feld using Mac clientAuto expand frst item in OPAC view Hide barcode for public in OPACShow barcode in staff clientDefault to LC not Dewey when adding volumes“My Account” settings not patron editableCustom spine label printing worked for a while

Migrated to 1.4.0.4 on May 7, 09

Brainstorm responses ...

Brainstorm responses ...

Embed other e-resource content, esp. reposit-ories, into the preview windowProvide truncation/boolean searchingTrue subject searchingExact title searchingStaff can add Z39.50 targetsOPAC authority browsingGenerate Google site map

...Brainstorm responses

Mashup “best seller” RSS lists with catalogueProvide citations in standard style formats eg. MLA, APA, Chicago, TurabianOpt-in/Opt-out borrowing history (like ILL)Search other catalogues from the results screen and request via ILLBib record enhancement – Socially enriched bib-liographic and fulltext info.

...Brainstorm responses

Evergreen localAlternate display choices... Like the Amazon subject search http://tinyurl.com/3ymk7oTagcloud of recently or current searchesBetter/clearer reporting interface with some built-in useful reportsBatch “Add to Bucket”“Guesstimate” search resultsBeer Menu

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