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A Very Private OPAC

A Very Private OPAC. A case study in adding and scoping branch libraries Presented by Phil Brabban and Dylan Harrison 14 th September 2006. Introduction. The University The Challenge Scoping Loan Allocation Data Conversion Self-issue. Durham – a Collegiate University.

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A Very Private OPAC

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  1. A Very Private OPAC A case study in adding and scoping branch libraries Presented by Phil Brabban and Dylan Harrison 14th September 2006

  2. Introduction • The University • The Challenge • Scoping • Loan Allocation • Data Conversion • Self-issue

  3. Durham – a Collegiate University • 16 Colleges of Durham University • Pastoral • 12 Colleges have a Library • 6 College Libraries are automated • ALICE • AUTOLIB • Homegrown • University Library - separate department

  4. The Proposal • Colleges expressed need for an improved LMS • Initial interest in networked catalogue using Autolib XML • Single automated product for all Colleges

  5. Why Unify? • Single search interface for users • Maximise investment in Millennium • Advantages of Millennium over smaller LMS’s • Less work for College Librarians • Quality Bib records • Professional support • Funding

  6. The Specification • ‘Private’ collections • Access only to individual College’s members • Off-campus members should be able to search College holdings • College loan entitlement • College loan rules • Self-issue and return

  7. Scoping – the easy stuff • Create the branches • Create item and bib locations • Edit Locations served

  8. Scoping – the hard stuff • How to ensure each College’s holdings are private? • Catalogue must be available ONLY to College members • Members can be on campus or off campus • Members of one College should not be able to view members of another College’s items

  9. Scoping solution • Re-scope of Catalogue (105F) • Create a scope for each College • Use Limit Network Access | HTTP to force OPAC into correct scope • Use LOCKSCOPE option to ensure OPAC ‘held’ the scope on new searches • Remove the Scope from the OPAC dropdown by changing scope menu order to 0

  10. More scoping problems • Leakage • View entire Collection • University Library Scope

  11. Off-Campus • Scoped search for off-campus users • College affiliation? • Can engage scope via url • VLE (Blackboard) • Liaised with Learning Technologists • Blackboard building block

  12. Blackboard building block • Determines the user's College affiliation from field in VLE user account • Displays the relevant College crest • Sets the ~S URL parameter to engage the relevant scope • http://library/search~S43/t?SEARCH=cheshire&search=title

  13. Blackboard building block • Above screenshot shows relevant scope "Castle + ULCAT" engaged

  14. The Downside • Hidden scopes can’t be seen • No Keyword search • Complex setup

  15. Loan allocation • Patron blocks table • Max item A-D • By ptype • Item OR location ONLY • Create new itypes for colleges

  16. Self-issue • 24 hour opening • Unstaffed • Student assistants • Minimal security if any • Graphical Self-check product (310M)

  17. Diminished returns • Students were used to return items • No self return product • Circulation module – reduced modes • Needs to be staffed • Controlled access

  18. Data Conversion • 5 Libraries had pre-exisiting catalogues • Records were very basic • Colleges re-barcoded first to elimnate duplication • Autolib data extracted as flat file tab delimited by supplier • ALICE export and manipulation done locally • In-house Perl scripts and MARCEdit used to manipulate the data • Local load tables developed

  19. Data Conversion machinery Perl module MARC::Record http://marcpm.sourceforge.net • Comments from the Perl scripts: • # Terminate subtitle with full stop if none present • # Pull off first author and dedup the remaining author list • # Add a 700 field for each additional author • # Ensure pubplace ends in space colon • # Terminate pub with comma if none present • # Add a 598 field • # Check beginning of series for skippable words

  20. Data Conversion machinery • Graphical version of LOC MARCMakr/Breakr • http://oregonstate.edu/~reeset/marcedit/html/

  21. Finishing touches • Loan Rules • Local operational review • Fines payment • E-commerce • Training

  22. Conclusion • 12 Libraries • 45 Scopes • 1 Catalogue

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