OPAC/Gateway Configuration 12/6/99

Cornell University Library Voyager Implementation Site

OPAC/Gateway Configuration Group
Notes from the December 6, 1999 meeting

Attending: Karen Calhoun, Elaine Engst,Tom Gale, Philip Herold, Fred Muratori, Pat Schafer, Ed Weissman

1) Running Decisions/Issues Inventory
a) Trainers & training: we agreed to treat the nomination of trainers as an IMT rather than at the OPAC Configuration Group issue. Philip said he would be sending a message to IMT-L about additional nominations.
b) Documentation: we are awaiting the appointment of a new member who will serve as our liaison to the Documentation Subcommittee of IRPC. Philip reported that a decision by the IRPC Steering Committee was imminent.
c) Publicity/PR: the Steering Committee will discuss. This is not an OPAC Configuration Group issue at this time.
d) Design issues: we are awaiting the appointment of a new member who will serve as the group's design expert.
e) HTML/CGI scripting: Ed will ask George Kozak for authorizations so that Tom, Fred, Philip and Ed can access and modify the OPAC configuration directories on library7. This will allow us to begin configuring the test database OPAC.
f) Gateway integration: Once Tom has access to library7, he will begin to assess the issues regarding the integration of the Gateway Networked Resources Catalog into Voyager.

2) OPAC Configuration Decisions
We reviewed the OPAC Configurations Decisions Inventory which Ed drafted following the OPAC Configuration Training last week. This document is appended below. We agreed to try to work through these decisions and to configure CUL WebVoyage version 0.1 by January 21. This will allow us to present version 0.1 for comment to IRPC at its January 24 meeting. Our goal is to complete the OPAC Configuration, including staff review and patron focus groups work no later than March 31 to allow time for documentation to be written and training to take place prior to the June 26 public release of the WebVoyage OPAC. We will meet four times prior to January 21: December 13, January 3, the week of January 10 (Ed will schedule a meeting since our regular meeting day, January 10, is the day of the CUL Digital Futures meeting), and the week of January 17 (Ed will schedule a meeting since our regular meeting day, January 17, is during ALA midwinter.) We agreed to focus on the WebVoyage search screen decisions (Decision inventory #3) at next week's meeting. Tom and Philip will become familiar with the directories and files that need to be configured and will present sample configuration(s) based, to some extent, on our preliminary discussions at the OPAC Configuration training. Elaine, Karen, Fred and Lynn will focus their attention on how other Voyager sites have configured their OPAC's and the search screen in particular. Ed and Pat will catalog the System-Wide System Administration decisions that have to be made and that are not yet included on the OPAC Configurations Decisions Inventory.

3) Next Meeting
The next meeting, on Monday, December 13, will be from 3:00 pm-5:00 pm in the Mann Library Conference Room.

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OPAC Configuration Decisions

#1 GETTING TO THE LIBRARY CATALOG What page will appear when the “CU Library Catalog” button is pressed on the Gateway or “Catalog PLUS” icon is selected from Bear Access?
a. Will it be a page offering either the Web or the ascii version of the Catalog (locally designed Web page)?
b. Will it be the opening WebVoyage screen which offers a banner and the five buttons: “local catalog”, “remote libraries”, “library information”, “patron information”, and “help”?

/m1/voyager/modwebvoydb/webvoyage/html/webvoy.htm BANNER
/m1/voyager/modwebvoydb/webvoyage/html/help HELP
/m1/voyager/modwebvoydb/webvoyage/html/libinfo.htm LIBRARY INFORMATION
/m1/voyager/modwebvoydb/webvoyage/html/remote.htm REMOTE LIBRARIES
/m1/voyager/modwebvoydb/webvoyage/html/webconerr.htm PATRON INFORMATION??
/m1/voyager/modwebvoydb/webvoyage/html/images LOCAL CATALOG??

c. Will it be the first WebVoyage “local catalog” screen, i.e. the “search screen”? (see #2b)

#2 DESIGN OF INTRODUCTORY PAGE
What will the first Library Catalog page look like?

a. Will it be a CUL designed Web page explaining the search options (with or without a default search box)?
b. Will it be the first WebVoyage “local catalog” screen, i.e. the “search screen”? (see #3)

#3 WEBVOYAGE “LOCAL CATALOG” SCREEN, I.E. THE “SEARCH SCREEN”

a. What will the thin banner at the top of the screen say /m1/voyager/modwebvoydb/webvoyage/html/images/banner.gif and where will it point to? /m1/voyager/modwebvoydb/webvoyage/cgi-bin/webvoyage.ini links stanza webstart= …

b. How many of the 12 small buttons will we display? What will they say? Change names in /m1/voyager/modwebvoydb/webvoyage/html/images

How will they look?
Where will they point? In an “ini” or “cgi”

DATABASE BUTTON

/m1/voyager/modwebvoydb/webvoyage/cgi-bin/webvoyage.ini … links stanza

1=yes; 2=no

PATRON BUTTON
/m1/voyager/modwebvoydb/etc/webvoyage/local/opac.ini … options stanza
‘No’ removes the button; patron information stanza “comment out”

EXIT BUTTON: Where does the exit button go to?
/m1/voyager/modwebvoydb/webvoyage/cgi-bin/webvoyage.ini … webrecon stanza
exit page=

c. Will we enable search limits?
If NO, comment out: /m1/voyager/modwebvoydb/etc/webvoyage/local/limits.ini AND /m1/voyager/modwebvoydb/etc/webvoyage/local/limitmsg.htm ???

If YES, configure location groups in SYSADM ???

LIMIT BUTTON CAN NOT BE MOVED ON THE PAGE

d. What is the order of the search options “Author” “Title” “Call Number” “Subject” “Journal Title”? Will we add “Publication date” as an option?
/m1/voyager/modwebvoydb/etc/webvoyage/local/search.ini

e. Where should the descriptive text for the search types appear on the screen and what should they say?

f. How many records per page as the default in the search results pages and what options should be available to the patrons to select?

g. What links will we have at the bottom of the page(s)?

h. What colors will we use for the page background(s) and the text?

#4 KEYWORD SEARCH (default operator is ‘OR’)

a. Is relevance turned on or off in keyword searching? SysAdm/SystemWide/Search Configuration/Field Weighting

b. If on, what should the relevance "gifs” look like

c. How many columns displaying bibliographic information in the keyword search results display (MAXIMUM OF 3)?

d. What bibliographic information is in these columns?

e. If no relevance, what is the sort order?

f. Should thumbnails display if available?
SysAdm/SystemWide/Search Configuration/
/m1/voyager/modwebvoydb/webvoyage/thumbnails ???

#5 HEADING SEARCH

a. How are headings searches configured, e.g., left anchor, browse, authority, KW?

b. For ‘title’ and ‘journal title’ searches
1. How many columns displaying bibliographic information in the keyword search results display (MAXIMUM OF 3)?
2. What bibliographic information is in these columns?
3. What is the sort order?

c. What will ‘see also’ button say? It is a message to go to the “reference screen’ and could stand for ‘see’ ‘see also’ ‘search under’ or ‘broader term’ references

d. What will the reference screen explanatory text read?
/m1/voyager/modwebvoydb/webvoyage/html/help ???

#6 BUILDER SEARCH

a. What is the default operator in the Builder search: ‘any of these’, ‘all of these’ ‘as a phrase’?

b. What is the default operator in the Builder search: ‘AND with the next set’ ‘OR with the next set’ ‘NOT with the next set’?

c. What fields display in the “Search in” drop down menu and what is the default field?

d. For Builder searches
1. How many columns displaying bibliographic information in the keyword search results display (MAXIMUM OF 3)?
2. What bibliographic information is in these columns?
3. What is the sort order?

#7 COMMAND SEARCH (can only change help text and display screen; same with COURSE RESERVE) a. For Command searches

1. How many columns displaying bibliographic information in the keyword search results display (MAXIMUM OF 3)?
2. What bibliographic information is in these columns?
3. What is the sort order?

#8 SAVE OPTIONS AT BOTTOM OF RESULTS AND RECORD DISPLAY SCREENS ???????

#9 PREVIOUS AND NEXT RECORD ICONS AT BOTTOM OF RESULTS AND INDIVIDUAL RECORD DISPLAYS What should these icons look like?

#10 INDIVIDUAL RECORD DISPLAYS

a. Which buttons and what the buttons say, e.g., ‘Bibliographic’ ‘Holdings’ ‘Table of Contents’ ‘Linked Resources’ ‘MARC Format’? (Should we get rid of ‘Table of Contents’ and ‘Linked Resources’ and include this information in the brief and/or full displays?) Can “mask out” buttons:
/m1/voyager/modwebvoydb/webvoyage/html/images …
view4.gif
view4a.gif are for “Linked Resources”
view3.gif
view3a.gif are for “Table of Contents”

b. What tags and labels should display and in what order in each display type?

c. Which fields should “be” redirects, e.g., hot links back into the catalog?

d. Get rid of the messages associated with “TOC” and “Linked Resources”, e.g., There are no attachments for this record”?
/m1/voyager/modwebvoydb/etc/webvoyage/local/noattmsg.htm

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last modified on: December 8, 1999