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Creating Usable User Interfaces with Voyager, Encompass, and SFX

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Title: Creating Usable User Interfaces with Voyager, Encompass, and SFX


1
Creating Usable User Interfaces (with Voyager,
Encompass, and SFX)
  • David Lindahl
  • Director of Digital Library Initiatives
  • dlindahl_at_library.rochester.edu
  • Jeff Suszczynski
  • Senior Web Developer
  • jeffs_at_library.rochester.edu

2
Agenda
  • Usable interfaces
  • Voyager and Illiad interfaces
  • DVDs and Videos
  • Find Articles (Federated Search)
  • Interfaces in the users context
  • Course Pages
  • Find Articles For Your Course
  • Research and Development
  • SARA
  • CUIPID
  • OpenURL Knowledge Bases (SFX, LinkFinder, etc)

3
Usable interfaces
  • Digital Initiatives Unit
  • Web design process
  • Technology
  • Content Management System
  • Cold Fusion Server
  • Microsoft SQL
  • Voyager (html)
  • Illiad (html, variables)
  • Encompass (XSLT)
  • SFX (web service, SQL)

4
Three Groups
Content group
Usability group
Design group
5
Skills and Experience
Content group
  • Library science
  • Content
  • Content providers
  • User interfaces
  • Users

Usability group
Design group
  • Usability testing
  • methods
  • User interface design
  • Visual design
  • Web standards
  • Technology

6
Roles Responsibilities
Content group
  • Define key tasks
  • Raise issues
  • Manage project

Usability group
Design group
  • Select appropriate
  • tests to perform
  • Perform tests
  • Report results
  • Manage key-task
  • process
  • Create design iterations
  • and prototypes
  • Respond to issues and
  • test results
  • Manage issue-response
  • process

7
Agenda
  • Usable interfaces
  • Voyager and Illiad interfaces
  • DVDs and Videos
  • Find Articles (Federated Search)
  • Interfaces in the users context
  • Course Pages
  • Find Articles For Your Course
  • Research and Development
  • SARA
  • CUIPID
  • OpenURL Knowledge Bases (SFX, LinkFinder, etc)

8
Voyager and Illiad interfaces
  • Why?
  • Need for a consistent, usable interface
  • Multiple library technology products with
    different interfaces
  • Library web pages
  • Voyager
  • Illiad

9
Voyager and Illiad interfaces
  • What?
  • Consistent user interface
  • Follow site style guidelines
  • Instancing
  • Trial and error
  • Voyager Demo
  • Hidden Reset button
  • Graphic buttons replaced with text links
  • Illiad Demo

10
Voyager and Illiad interfaces
How?
Library website user interface
11
DVDs and Videos
  • Why?
  • Common queries were for specific titles, genres
    and directors
  • Voyager (WebVoyage) just didnt cut it
  • Not browse-able
  • Cumbersome limits page to work through
  • Integration with website
  • UC Berkeley example

12
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, language, and director
  • Customized metadata display on results screen
  • Demo

13
DVDs and Videos
How?
Library website user interface
Cold Fusion UI queries SQL
  • 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

Record cleanup in Voyager
Voyager
WebVoyage
Oracle
PERL
14
DVDs and Videos (Phase 2)
  • Why?
  • Need to provide availability information on
    result selection screen
  • Copied data not up-to-the minute

15
DVDs and Videos (Phase 2)
  • What?
  • Live circulation status on results screen
  • Demo

16
DVDs and Videos (Phase 2)
How?
Library website user interface
  • SQL query to local database
  • We have BIB and MFHD IDs
  • SQL query to Voyager

Voyager
WebVoyage
Circulation Status
Oracle
PERL
17
DVDs and Videos (etc)
  • Based on DVDs and Videos, we built another
    system called CDs and Sound Recordings
  • Highlights
  • Staff only access to physical CDs
  • Record manipulation
  • Data extraction was similar to DVDs and Videos

18
DVDs and Videos (etc)
  • DVDs and Videos is related to FRBR
  • Primary language expression level attribute
  • Genre work-level attribute
  • User needs for metadata
  • Unknowingly implemented aspects of FRBR

19
Find Articles (Federated Search)
  • Why?
  • Meet expectations
  • Difficulty selecting databases and subjects
  • Support a no knowledge needed pathway

20
Find Articles (Federated Search)
  • What?
  • Encompass for resource access (ERA)
  • Customized interface
  • Simplified screens
  • Eliminated choices
  • pre-selected databases
  • Skipped screens
  • Intermediate Results
  • Object
  • Metadata (database vendor site)
  • Full text in two clicks

21
Find Articles (Federated Search)
Encompass UI
  • Enter keywords and select databases
  • Select databases or SHOW ALL
  • Select a result
  • View metadata
  • Select a full text source
  • View full text online

22
Find Articles (Federated Search)
Encompass UI
  • Enter keywords and select databases
  • Select databases or SHOW ALL
  • Select a result
  • View metadata
  • Select a full text source
  • View full text online

23
Find Articles (Federated Search)
Find Articles UI
  • Enter keywords
  • Select a result
  • View full text online

24
Find Articles (Federated Search)
How?
Library website user interface
View full text
Select article
Search
(Gather)
User
25
Agenda
  • Usable interfaces
  • Voyager and Illiad interfaces
  • DVDs and Videos
  • Find Articles (Federated Search)
  • Interfaces in the users context
  • Course Pages
  • Find Articles For Your Course
  • Research and Development
  • SARA
  • CUIPID
  • OpenURL Knowledge Bases (SFX, LinkFinder, etc)

26
Course Pages
  • Why?
  • Cumbersome Voyager course reserves user interface
  • Difficulty finding reserves
  • Subject guides not effective

27
Course Pages
  • What?
  • Connect to students at course level
  • Syllabi w/ links to reserves
  • Related library resources
  • Disassociated with Voyager
  • Demo

28
Course Pages
How?
Library website user interface
Streaming
Web Server
Voyager
ColdFusion
WebVoyage
MS SQL
Oracle
PERL
29
Find Articles For Your Course
  • 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

30
Find Articles For Your Course
  • What?
  • Integrated the Encompass search box onto a Course
    Recourses and Reserves page
  • Pre-configured to search the best databases for
    that class, as chosen by librarians
  • Based on Find Articles interface
  • Demo

31
Find Articles For Your Course
How?
Library website user interface
32
Agenda
  • Usable interfaces
  • Voyager and Illiad interfaces
  • DVDs and Videos
  • Find Articles (Federated Search)
  • Interfaces in the users context
  • Course Pages
  • Find Articles For Your Course
  • Research and Development
  • SARA
  • CUIPID
  • OpenURL Knowledge Bases (SFX, LinkFinder, etc)

33
SARA
  • Why?
  • Overcome limitations of commercial metasearch
    application
  • Influenced by grouped-search-results page at
    Amazon.Com
  • Experiment
  • ColdFusion as a platform for metasearch
  • Multiple concurrent Voyager searches

34
SARA
  • What?
  • ColdFusion application
  • Concurrent Voyager searches
  • Demo

35
SARA
  • How?
  • Cold Fusion executing Verity searches
  • Cold Fusion executing SQL queries to CDs, DVDs,
    and eJournal database (copy of Voyager content)
  • Cold Fusion executing multiple, concurrent http
    calls to Voyager, parsing and screen scraping for
    results number

36
CUIPID
  • Why?
  • Usability issues with WebVoyage
  • User expectations shaped by popular sites
  • Goals
  • Forgiving interface
  • No knowledge needed
  • FRBR-like interface
  • Record enrichment (user reviews, etc)
  • Hundreds of things we wanted to do…

37
CUIPID
  • What?
  • Platform for User-Centered-Design of catalog user
    interfaces
  • XML copy of library catalog records
  • Did you mean spell checking
  • Grouping of search results
  • Maps to stack locations
  • FRBR future
  • Unlimited possibilities
  • Demo

38
CUIPID
How?
Library website user interface
Google.Com
D.Y.M. Web Service
spell check
Voyager
Web Server
WebVoyage
ColdFusion
XML Parser
Oracle
MS SQL
Verity Index
PERL
XML files
39
OpenURL K.B.
  • Why?
  • Love the OpenURL resolver service
  • Hate the user interface

40
OpenURL K.B.
  • What?
  • Access the knowledge base embedded in an OpenURL
    resolver product (like SFX, or LinkFinder)
  • Use this information to move from a selected
    result to the best choice for the user, without
    asking the user.
  • Demo

41
OpenURL K.B.
  • How?
  • SFX has a web service
  • SFX has an embedded mySQL database
  • LinkFinder has an embedded database

42
OpenURL K.B.
Pass the following URL to the SFX
API   http//chico.lib.rochester.edu8080/SFX_API
/sfx_local?XMLlt?xml version"1.0"
?gtltopen-urlgtltobject_descriptiongtltobject_metadata_z
onegtltissngt00084360lt/issngtltvolumegtlt/volumegtltissuegt1
81lt/issuegtltspagegt149lt/spagegtlttitlegtCanadian
Literaturelt/titlegtltatitlegtAglimpseofsomethinglt/
atitlegtltdategt2004lt/dategtltaulastgtBeauregardlt/aulast
gtltaufirstgtGuylt/aufirstgtlt__service_typegtgetFullTxtlt
/__service_typegtlt/object_metadata_zonegtlt/object_de
scriptiongtlt/open-urlgt
43
OpenURL K.B.
http//chico.lib.rochester.edu8080/SFX_API/sfx_lo
cal?XML lt?xml version"1.0" ?gt ltopen
urlgt ltobject_descriptiongt
ltobject_metadata_zonegt ltissngt00084360lt/issngt lt
volumegtlt/volumegt ltissuegt181lt/issuegt ltspagegt149
lt/spagegt lttitlegtCanadian Literaturelt/titlegt
ltatitlegtAglimpseofsomethinglt/atitlegt ltda
tegt2004lt/dategt ltaulastgtBeauregardlt/aulastgt ltau
firstgtGuylt/aufirstgt lt__service_typegtgetFullT
xtlt/__service_typegt lt/object_metadata_zon
egt lt/object_descriptiongt lt/open-urlgt
44
OpenURL K.B.
Returns this XML file
lt?xml version"1.0"?gt ltopenurl_resultgt ltrecordgt
ltaulastgtBeauregardlt/aulastgt ltdategt2004lt/dategt
ltatitlegtA glimpse of somethinglt/atitlegt ltspagegt
149lt/spagegt ltissngt00084360lt/issngt lt__service_t
ypegtgetFullTxtlt/__service_typegt ltissuegt181lt/issu
egt lttitlegtCanadian Literaturelt/titlegt ltaufirst
gtGuylt/aufirstgt lt/recordgt lttargetgt lturlgthttp
//gateway.proquest.com/openurl?ctx_verZ39.88-2003
ampres_idxripqdamprft_val_fmtorifmtkevmt
xjournalampgenrearticleampissn0008-4360amp
date2004ampatitleAglimpseofsomethingampr
eq_datxripqilpq_clntid17941lt/urlgt lttarget_na
megtavailable via ProQuest Research
Librarylt/target_namegt ltservicegtgetFullTxtlt/servi
cegt lt/targetgt lt/openurl_resultgt
45
OpenURL K.B.
lttargetgt lturlgthttp//gateway.proquest.com/openurl
?ctx_verZ39.88-2003ampres_idxripqdamprft_va
l_fmtorifmtkevmtxjournalampgenrearticleam
pissn0008-4360ampdate2004ampatitleAglimps
eofsomethingampreq_datxripqilpq_clntid1794
1lt/urlgt lttarget_namegtavailable via ProQuest
Research Librarylt/target_namegt ltservicegtgetFullTx
tlt/servicegt lt/targetgt
46
Creating Usable User Interfaces (with Voyager,
Encompass, and SFX)
  • David Lindahl
  • Director of Digital Library Initiatives
  • dlindahl_at_library.rochester.edu
  • Jeff Suszczynski
  • Senior Web Developer
  • jeffs_at_library.rochester.edu
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