Meetings on Sept 29 and Oct. 8 of OPAC Group

The OPAC Functional Group (OPAC FG), OPAC Technical Group (OTIG) and the

Voyager PR group met Monday Sept 29. Anne Fullerton gave a demo of the Web

and Windows clients. There were lots of questions and discussions on how

each client works since the OTIG and PR members had had limited experience

with either client. The roles or work assignments of each of the OPAC

groups was also discussed.

In the afternoon, the OPAC FG and Bill Oldfield (OTIG) worked on the

opac.ini and help.ini files. Changes to these fields will be made at each

library's clients.

***********************************************************************

* ANYONE WHO HAS ACCESS to the Voyager 97.1 beta clients, please *

* look at our efforts and send Anne, Diane and Helen your comments. *

* Hopefully, the changes will show in 97.1 gold SOON *

***********************************************************************

Decisions:

1. search tabs changes

Headings becomes Author/Title/Subject

Builder becomes Combine Keywords (Boolean)

Any Keyword becomes Keyword Anywhere

Command becomes Advanced Searching

2. default tab Author/Title/Subject

3. textbox help - we chose some Canadian examples and reformatted the

information in each box so that it is easier to read (we think)

We also met with Mark Haslett to discuss some issues that arose from the

3 reports we submitted to VPMG Oct. 17. (TUG printing options, web vs.

windows client in library, databases to access from Voyager)

Recommendations:

a. OPAC FG has recommended that all workstations be fully functional on

DAY 1 and that express (e.g. catalogue only) workstations or any other

reduced function workstation be created if the need arises after DAY1. We

felt it was better to see how our users use the workstations rather than

anticipate problems ahead of time and impose unnecessary restictions.

b. OPAC FG has recommended that all 3 clients - web, windows, ascii - be

available on all the public pentium workstations with appropriate messages

from the webpage that launches these to tell the users the major

advantages/disadvantages of each (e.g. web is the interface they may be

used to from outside the library but patron info is not secure unless you

exit the browser after use; searching in Windows client is faster and

includes some features not available in the web client).

We feel that users should be able to choose the interface which suits

their needs. We will learn from reports and evaluations during the first

term of use which interface is being used most often etc. (NOTE: at UW,

only the web client will run on the PowerMac workstations as there are no

MAC clients for Voyager).

c. OPAC FG will support plans to distribute the Windows client to users

outside the libraries only if the Systems Dept. of our libraries or other

designated group are willing to handle all the support issues associated

with this kind of distribution. We do not feel that this responsibility

should fall to the Information or Circulation desk staff.

o-o-o-o-o-o-o-o-o-o-o-o-o-o-o-o-o--o-o-o-o-o-o-o-o-o-o-o-o-

The OPAC FG met with Jan Brett on Wed. Oct. 8 at Guelph and made some more

decisions about the windows OPAC client:

Decisions:

1. We chose to have one long record instead of 2 tabs with parts of the

record under each tab. We re-arranged the fields in the record display

into the following order with spaces between the lines as indicated:

title

series

conference name

author (includes editor, corporate authors)

publisher

material type [renamed - Endeavor called it Primary material]

status [that's circulation related messages]

call #

location

title changes [that's for periodicals]

subject headings

description [includes notes]

We dropped Number of Items but may need to add it in again depending upon

how multiple copies at the same location are displayed in OPAC. We decided

to try one record with the most important info near the top is because

users don't read and are unlikely to choose the aditional tab for the

subject information (and miss out on the hot links to other books on

their topic).

In Voyager, one record fits all. We will need to see a variety of record

types to determine whether our decisions work for all.

2. Limits - we kept the Endeavor defaults for language, date, type. Under

medium, we changed serial to periodical. We need to investigate how to

minimize the length of the locations list and to have the most frequently

used locations near the top of the list.

3. We discussed what types of reports we will need for the opac. If the

workstatin log is not available until 97.2 then it is not clear how these

reports will be generated:

#users x time of day

#users x workstation x time of day

search types x time of day

search types x workstation

failed searches

databases accessed x time of day

help screens used x time of day

help screens used x workstation

We would want to see summary graphs of this information by day, week,

month, term, year. And results for each client. If the web client can be

tracked by in library vs outside library access, that would be helpful.

4. we talked briefly about how to create a Reserves only workstation.

Disabling all the tabs except Reserves seems possible. If faculty are

submitting webpages or scanned docuemnts as part of reserves, Netscape may

be needed as an application. How to place limits on the use of netscape in

this case is not clear.

5. Our next meeting is Tues. Oct 14 9:30 am at Davis Centre Library, UW.

After that, we plan to meet Monday afternoons as often as needed.