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OPACDesignGroup

OPAC Design Group:

Coordinator: Brooke Dykman

Liaison to Implementation Team: Jesse Silva

Size: 12 people

Roster: Char Booth, Brooke Dykman, Mary Elings, Manuel Erviti, Saima Fazli, Dori Hsiao, Aija Kanbergs, John Kupersmith, Kendra Levine, Scott Miller, Jesse Silva, Heather Thams


March 3, 2009 - Early Bird OPAC Design Group update:

Our charge comes from the ILS Advisory Group and includes the following guidelines for the OPAC:

  • Keep it simple - the public interface should be designed for the "casual user," as opposed to the research user.
  • Feature high impact, added-value services unique to the OskiCat.
  • Refer users to other systems that may be better suited to their needs.

What did we do first?

A comparative analysis of comparative analysis of five library catalog systems (OskiCat, Melvyl, NGM, Pathfinder, GLADIS) and two information-finding tools commonly used by Berkeley students and faculty (Google, Amazon) to determine those services that are unique to OskiCat. According to our analysis, those services are:

  • Renewing items
  • Finding course reserves
  • Limiting to available items
  • Limiting to a particular library on campus
  • Viewing status of individual volumes and journal issues

Next, to help us understand our users and their needs, we developed profiles of typical users and scenarios for how they would use the catalog. We are also conducting a user survey targeted towards novice users and undergraduates.

In addition, we have reviewed the OPAC-related needs that staff identified as part of the needs assessment sessions at the beginning of the project.

We have also looked at usability data from other libraries, and a number of catalog interfaces at other libraries using Innovative systems - both within the UC system and other institutions.

What's happening now?

We're working within the parameters of the system to customize the interface.

What will happen next?

  • Our proposed design will be reviewed by both the ILS implementation team and the Advisory Group
  • We'll make adjustments to the design based on their feedback

When will staff get to see OskiCat?

OskiCat will debut at a staff Early Bird in early May.

What if there are problems or I have suggestions after that?

There will be ongoing review of our catalog after release, including usability testing and gathering staff and user comments. A process will be in place for making changes and improvements as we all become more familiar with our new system.

Documents:
Design schedule
Millennium system information and resources
Comparative Analysis

Personas
User Task Scenarios
Searches, Limiters, Formats
OPAC Usability Studies and Findings

  • If prompted, enter CalNet ID & passphrase. Then login as: opac

Agendas:
April 22, 2009, 2:00-3:30pm, 289 Doe Annex
March 18, 2009, 2:00-3:30pm, 289 Doe Annex
February 25, 2009, 2:00-3:30pm, 289 Doe Annex
February 18, 2009, 2:00-3:00pm, 289 Doe Annex
February 11, 2009, 2:00-3:00pm, 289 Doe Annex
February 4, 2009, 2:00-3:00pm, 289 Doe Annex
January 28, 2009, 2:00-3:00pm, 289 Doe Annex
January 21, 2009, 2:00-3:00pm, 289 Doe Annex
January 7, 2009, 2:00-3:00pm, 289 Doe Annex
December 17, 2008, 2:00-3:30pm, 289 Doe Annex
December 10, 2008, 2:00-3:00pm, 289 Doe Annex
December 3, 2008, 2:00-3:00pm, 289 Doe Annex
November 19, 2008, 2:00-3:00pm, 289 Doe Annex
November 5, 2008, 2:00-3:00pm, 220 Evans
October 29, 2008, 9:00-10:00am, 220 Evans

Minutes:
Attach:February_4_2009_2-3pm_289_Doe_Annex.doc
Attach:January_21_2009_2-3pm_289_Doe_Annex.doc
Attach:January_7_2009_2-3pm_289_Doe_Annex.doc
Attach:December_17_2008_2-3pm_289_Doe_Annex.doc
Attach:December_10_2008_2-3pm_289_Doe_Annex.doc
November 19, 2008, 2:00-3:00pm, 289 Doe Annex
November 5, 2008, 2:00-3:00pm, 220 Evans
October 29, 2008, 9:00-10:00am, 220 Evans

Charge:

ILS Catalog Interface Design Principles
The ILS Advisory Group endorses the proposed user-centered design process for developing the OskiCat public and staff interfaces. We are providing the following guidance for their development.

Public Interface
Please incorporate the following principle into the public OPAC interface design.

1. Keep it simple

The public interface should be designed for the "casual user," as opposed to the research user. It should provide search options for high-impact (e.g., heavily used) indexes (see Pathfinder stats). We do expect that there will be an advanced search screen that is more sophisticated than a basic search screen. The advanced search should still limit the number of index options, to prevent overwhelming the user with low-impact/less relevant choices.

2. Feature high impact, added-value services unique to the OskiCat.

High impact services (e.g., inventories, course reserves, limit by location) that are unique to OskiCat should be featured in high level screens.

3. Refer users to other systems that may be better suited to their needs

Take advantage of opportunities to refer users to other systems that may be more suitable. For example, a "Find Articles" link on the basic search page could give the user more options (e.g. the ERF, Google Scholar).

Comparative Systems Analysis
In order to address principles 2 & 3 (above), you will need to identify high impact features and do a comparative analysis across a number of systems. This analysis dovetails with our interest in understanding the relationships between and the unique value-added by each of these systems. Your analysis should look both at high impact features and scope of content for our new ILS OPAC, Next Generation Melvyl and any other "general catalog" system that you feel should be included. We ask that you share this with us as soon as it is completed.

Staff Interface
The search and display needs of our staff will be much more sophisticated than those of the great majority of the public. We understand that there may be some users with comprehensive research needs that will use the staff interface. We expect that the staff interface will have many more search indexes and will display more information (e.g., processing notes). The only principal we offer is to keep the staff interface separate from the public interface.

Encore
Encore is Innovative Interfaces keyword search engine that provides features such as faceted browsing and social networking services. Encore is a separate product that is not integrated into the Millennium catalog. It is also only available in a subscription basis (i.e. a very high annual cost). Therefore, the Library will not be licensing Encore from Innovative.

Deadline: Early May 2009

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