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Features needed to replace the Aleph opac

SDI:
  • Aleph v18 has SDI via RSS or email or both. The email includes direct links to the record in the catalog. (Nobody is using SDI at the moment, but my guess is that libraries will be interested in SDI). [Lydia]

Current Patron Empowerment Features:
  • Your Account: list/renew loans; list/delete requests; proxy/sponsor; blocks; personal profile, change password (if allowed by library); update address (if allowed by library)
  • Request
  • Emailing / saving records
  • Basket feature
  • Saved searches / e-shelf for logged-in patrons

V18 possible future features:
  • Advance Booking
  • Using PDS for authentication across ExL products? (not sure how this fit in)
  • Can now display alternate names (different from GUI) for sublibrary, item status & collection. no longer uses xxx50/tab/tab40.eng.WWW uses xxx50/tab/tab_www_item_desc.eng

Also, each library has their own OPAC header and footer which includes additional links such as ILLIAD and Ask A Librarian. These would need to be available via the Endeca interface.

[Jennifer]


We should do as the guy in the black hat suggests - going as quickly as we can so I think starting with v18 USM out-of-the-box OPAC would be the best thing to do OPAC wise - with of course, some patron files that will allow us to test the patron empowerment features. Just don't see a reason to tap into 15.5 OPAC as the enhancements there may just hinder the process of hiding... just my 2-cents... Lisa & Maggie


Request in OPAC: Associated Aleph files & routines (v. 15.5):

• Does request link appear in opac?

o Can item be requested?
  • tab15.eng col. 8 = (Y/N/C)

o tab_hold_request PRE checks:

• check_hold_request_a
• if tab15 col.8=N, item cannot be requested

• check_hold_request_b
• if sublibrary and item status are not listed in tab37, item cannot be requested.

• check_hold_request_c
• if tab15 col.12=Y, the item can have only one request

• check_hold_request_n
• patron try to reserve an item that was declared as 'Lost' or 'Claimed Returned' (z36_status = L or C)

------------------------------------------------------------------

o Request link parameters
  • func=item-hold-request
  • doc_library=UFU50
  • doc_number=00022465
  • item_sequence=000010

• Your account login
o func=bor-verify
o login_source=login-bor
o bor_library = ufu50
o input bor_id
o input password

• Request form parameters
o func=item-hold-request-b
o doc_library=$0100
o doc_number=$0200
o item_sequence =$0300

• Request form information
o Loan information, e.g. “On loan until: 09/16/06 06:00 PM” (item-hold-request-head)
o Item information: collection, status and call no. (item-hold-request-head)
o Pickup/delivery location (tab37, item-hold-request-body)
o Period of interest from= yyymmdd to=yyymmdd (item-hold-request-tail)


• Adding selected items to basket:
o func=short-action
o action_short_basket_store.x=33 {?}
o action_short_basket_store.y=6 {?}
o XXX000001=on {result set record no. 1 selected}
o XXX000003=on {result set record no. 3 selected}

• View basket:

o ?func=basket-short
o Emailing selected items:
o ?func=file&file_name=basket-mail

• Adding to e-shelf:

o func=add-to-eshelf
o doc_number=003593878 {e.g}

• e-shelf: func=eshelf-short

• View e-shelf record:

o func=eshelf-full
o DOC_NUMBER=000009600 {e.g}
o SEQUENCE=10074 {?}
o INDEX=000000001 {e-shelf record no.}
o OUT_OF=0005 {no. of records in e-shelf}


e-shelf files in v. 18

myshelf-clear-basket
myshelf-course
myshelf-delete-doc
myshelf-delete-folder
myshelf-folder-list
myshelf-folder-list-body-no-doc
myshelf-folder-list-left-body-1
myshelf-folder-list-left-body-2
myshelf-folder-list-left-body-3
myshelf-folder-list-left-body-no-folder
myshelf-folder-list-left-head
myshelf-folder-list-left-tail
myshelf-folder-list-right-body-1
myshelf-folder-list-right-head
myshelf-folder-list-right-tail
myshelf-full-head
myshelf-full-tail
myshelf-mail
myshelf-no-doc-basket
myshelf-no-doc-for-delete
myshelf-no-fol-for-delete
myshelf-note-full
myshelf-note-short
myshelf-refresh-page
myshelf-save-as-fol
myshelf-short-body
myshelf-short-folder-list
myshelf-short-head
myshelf-short-head-2
myshelf-short-head-2-no-course
myshelf-short-select-include
myshelf-short-tail

According to the v. 18 documentation The e-shelf writes records to z129 (in v. 15.5 it's z119 for e-shelf and z109 for basket).

  • Josh