river campus libraries creating usable user interfaces (with voyager, encompass, and sfx) david...

River Campus Libraries

Creating Usable User Interfaces(with Voyager, Encompass, and SFX)

David LindahlDirector of Digital Library Initiatives dlindahl@library.rochester.edu

Jeff SuszczynskiSenior Web Developerjeffs@library.rochester.edu

Agenda

1) Consistent interfacesa) Voyager and Illiad interfaces b) “DVDs and Videos”c) Federated Search (Find Articles)

2) Interfaces in the users contexta) Course Pagesb) Find Articles Courses Clusters

3) Research and Developmenta) SARAb) CUIPIDc) OpenURL Knowledge Bases (SFX, LinkFinder, etc)

Consistent interfaces

Style guide Web design process Technology

Content Management System Cold Fusion Server Microsoft SQL Voyager (html) Illiad (html, variables) Encompass (XSLT) SFX (web service, SQL)

Agenda

1) Consistent interfacesa) Voyager and Illiad interfaces b) “DVDs and Videos”c) Federated Search (Find Articles)

2) Interfaces in the users contexta) Course Pagesb) Find Articles Courses Clusters

3) Research and Developmenta) SARAb) CUIPIDc) OpenURL Knowledge Bases (SFX, LinkFinder, etc)

Voyager and Illiad interfaces

Why Need for a consistent, usable interface Multiple library technology products with different

interfaces Library web pages Voyager Illiad Encompass SFX Databases

Voyager and Illiad interfaces

What: Voyager (WebVoyage) customization Instancing – address shared catalog issue CSS and HTML editing

Header.htm Footer.htm Configuration files Opac.ini

Trial and error Examples

Hide the ‘Reset’ button Replace graphics with standard text links

Demo

Voyager and Illiad interfaces

What: Illiad Customization Instancing – address shared interlibrary loan

issue CSS and HTML editing

Embedded variables Managing sets of files

Trial and error Example

OpenURL page customization Demo

Illiad

mySQL

PERL/cgi

Web Server

MS SQL

ColdFusion

Voyager and Illiad interfaces

Voyager

Oracle

WebVoyage

Library website user interface

How

DVDs and Videos

Why Not browse-able Common queries were for specific titles, genres

and directors Voyager (WebVoyage) just didn’t cut it

Cumbersome limits page to work through Customized metadata display on results screen Integration with website

UC Berkeley example

DVDs and Videos

What Web interface for searching and browsing DVD

and Videos collection Fully automated system Maintain data in Voyager Allow users to search by keyword, and browse by

title, genre, and director Demo

DVDs and Videos

How Record cleanup in Voyager Scheduled PERL script

Parse the blob Conditional logic Regular expression cleanup Save flat-text file

Scheduled ColdFusion script Import flat-text file Populate SQL database

Cold Fusion User Interface queries SQL

Web Server

MS SQL

ColdFusion

DVDs and Videos

Voyager

Oracle

WebVoyage

PERLcopy

Library website user interface

How

DVDs and Videos

Why: Need to give availability information on result

selection screen Copied data not up-to-the minute

DVDs and Videos

What: Live circulation status on results

screen Demo

DVDs and Videos

How: Live Voyager Status We have BIB and MFHD IDs SQL query to Voyager SQL query to local database

Web Server

MS SQL

ColdFusion

DVDs and Videos

Voyager

Oracle

WebVoyage

PERL

Library website user interface

Circulation

Status

How

DVDs and Videos

CDs and Sound Recordings Staff only access to CDs Record Manipulation Limited collection size Extraction of data similar to DVDs and

Videos

DVDs and Videos

FRBR Primary language = expression level

attribute Genre = work-level attribute User needs Unknowingly implemented aspects of

FRBR

Federated Search (Find Articles)

Why Meet expectations Difficulty selecting databases and

subjects Support a no knowledge needed

pathway

Federated Search (Find Articles)

What Encompass for resource access Customized interface

Pre-selected databases Skipped screens, and eliminated choices Simplified screens

“Full text in two clicks”

Federated Search (Find Articles)

1. Enter keywords and select databases

2. Select databases or “SHOW ALL”

3. Select a result4. View metadata5. Select a full text

source6. View full text online

Encompass UI

Federated Search (Find Articles)

1. Enter keywords and select databases

2. Select databases or “SHOW ALL”

3. Select a result4. View metadata5. Select a full text

source6. View full text online

Encompass UI

Federated Search (Find Articles)

1. Enter keywords 2. Select a result3. View full text online

Find Articles UI

Generation 3

Federated Search (Find Articles)

How Skip intermediary page Eliminate Object page from users

path Eliminate Metadata page (database

vendor) from users path Full text in two clicks

Federated Search (Find Articles)

Search SelectArticle

FullText

(Gather)

LibraryWeb Server

ERA ServerSubscription

Database

XSLT

User

Page withFull Text

XSLT

XML XML

HTML HTML

How

Agenda

1) Consistent interfacesa) Voyager and Illiad interfaces b) “DVDs and Videos”c) Federated Search (Find Articles)

2) Interfaces in the users contexta) Course Pagesb) Find Articles Courses Clusters

3) Research and Developmenta) SARAb) CUIPIDc) OpenURL Knowledge Bases (SFX, LinkFinder, etc)

Course Pages

Why Cumbersome Voyager Course Reserves interface

Difficulty finding reserves Subject guides not effective

Course Pages

What Connect to students at course level Syllabi w/ links to reserves Related library resources Disassociated with Voyager

Web Server

MS SQL

ColdFusion

Course Pages

Voyager

Oracle

WebVoyage

PERLcopy

Library website user interface

How

Course Clusters

Why Need for a find articles capability that both

requires no database knowledge, and uses appropriate, targeted databases

Course pages working Top 10 webpage on library site Undergraduates identify their librarian Used by undergraduates as subject guide

replacements

Course Clusters

What Integrated the encompass search box onto a

Course Recourses and Reserves page Preconfigured to search the “best” databases

for that class, as chosen by librarians Based on Find Articles interface Admin Interface Demo

Course Clusters

how

Course Clusters

Library website user interfaceHow

LibraryWeb Server ERA Server

SubscriptionDatabase

XSLT XSLT

XML XML

HTML HTML

Course pagew/ search box (gather)

List ofresults

Full text

LibraryWeb Server

Map to journal

ILL loginw/ request

Agenda

1) Consistent interfacesa) Voyager and Illiad interfaces b) “DVDs and Videos”c) Federated Search (Find Articles)

2) Interfaces in the users contexta) Course Pagesb) Find Articles Courses Clusters

3) Research and Developmenta) SARAb) CUIPIDc) OpenURL Knowledge Bases (SFX, LinkFinder, etc)

SARA

CUIPID

Web Server

MS SQL

ColdFusion

CUIPID

Voyager

Oracle

WebVoyage

PERL copy

Library website user interface

How

XML files

VerityIndex

Google.Com

D.Y.M. Web Service

XMLParser

spell check

Circulation

Status

OpenURL K.B.