Voyager ILS by chenshu

VIEWS: 4 PAGES: 51

									            Image: Wikimedia
            http://upload.wikimedia.org/wikipedia/commons/2/29/Voyager_spacecraft.jpg




        Voyager ILS
          Kristine Harley
LIS 7370 Online Information Systems
          April 30, 2010
    Voyager: Background
• Endeavor Information Systems
  launched in September 1994, with Jane
  Burke, ex-NOTIS Systems president, at
  the helm
• Installed first Voyager system at
  Michigan Technological University in
  May 1995
• Elsevier Science acquired Endeavor in
  2000
• Jane Burke left and was succeeded by
  President/CEO Roland Dietz in 2002
     Voyager Background
• Endeavor was “the first library
  automation vendor to employ a client-
  server, open architecture design, with
  the Voyager ILS based entirely on an
  Oracle® relational model”
• Elsevier’s “deep pockets” allow for R&D,
  which some competitors lack
• Focus group/client feedback
  incorporated into new versions
Voyager Features: Flexibility
• OPAC is WebVoyage
• New records immediately accessible
• Patron info and circulation info privacy
  options
• Imbedded Unicode
• Customizable local MARC holdings data
• Expanded keyword search options
• Digital assets management
                                     Ex Libris website
Web-based OPAC: WebVoyage
• Intuitive GUI
• Offers the ability to streamline, or automate,
  many routine functions
• Built on open systems technology - supports
  web interoperability
• Key accessibility design concept: separate
  content from styling to create semantically
  meaningful markup (users can customize)
• Developed for people with disabilities
                                          Ex Libris website
        Voyager: Standards
• Incorporates design elements to make WebVoyage more
  accessible, as outlined in the W3C Web Accessibility
  Initiative and U.S. Federal Section 508 standards.
• Ex Libris worked in close collaboration with the Consortium
  of Academic and Research Libraries in Illinois (CARLI) and
  the University of Illinois at Urbana-Champaign (UIUC) as
  part of the IBHE Web Accessibility Consortium, using the
  iCITA HTML Best Practices guidelines for accessible design.
• The IBHE Web Accessibility Consortium worked with Ex
  Libris and their product management, business analysis,
  development, and QA teams to define coding practices that
  ensure accessibility for users with disabilities in product
  design and quality assurance stages.
                                                       Ex Libris website
       Voyager: Stability
• Core technologies, standards, and
  language support will not change
• Complete out-of-the-box product
  offerings
• Flexible server configuration
• Integrates with existing and new
  technologies
• Integrates with open access software
• Consistently ranks high in user
  satisfaction surveys – 99% retention
                           Ex Libris website, Library Technology Guides
       Voyager: Support
• Wiki: Voyager Product Working
  Group
• Ex Libris Support Page
• Ex Libris Contact Page
• Kentucky Virtual Library Voyager
  Consortium Workgroup
• Offers PDF and print handbooks
  (proprietary)
          Voyager: System
           Administration
• Done through SYSADMIN client
• GUI
• Handles most system settings
• Intuitive – no editing of config files
• Indexing is not exposed to the ordinary
  programmer
• Modules implemented as MS Windows progs
  (acqu, catalog, circ, OPAC, search, security,
  system, Reporter)
• Server: Apache, Solaris, Windows, Linux
   Systems Administration:
Circulation – Policy Definitions




                                      Daniel Forsman
                                Jönköping University
                          daniell.forsman@bibl.hj.se
System Administration:
 Keyword Definitions




                               Daniel Forsman
                         Jönköping University
                   daniell.forsman@bibl.hj.se
      Voyager: Database
• Stored in a logical structure; easy
  navigation
• Allows direct access to data in Oracle
• Provides documentation
• Descriptive naming convention for
  tables
• Bib and item data stored in same
  database
     Voyager: Acquisitions
• SFX and Verde work with the acqu
  module
• Intuitive and efficient
• Access only through exposed tables
  of the database (true for all
  functions)
• 5 main areas: title, menu, tool,
  status bars, and ellipsis (dialog box)
  – just like MS Windows
Voyager: Acquisitions




            Sharon Yang, Melissa A. Hofmann , and Meghan Weeks
            Rider University Libraries
Voyager: Acquisitons




           Sharon Yang, Melissa A. Hofmann , and Meghan Weeks
           Rider University Libraries
    Voyager: Acquisitions Icons
•   New Record
•   Search (magnifying glass)
•   Problems list (Check mark and question mark)
•    Claims list (Books on shelf and question mark)
•   EDI process - electronic data interface, used for
    sending orders to vendors electronically (Wires and
    boxes)
•   Currency ($, DM, etc.)
•   Check in
•   Fiscal close ($ through open door)
•   Defaults (Computer screen)
•   Preferences (Paint pallet)
•   Help (Balloon with a ?)
Voyager: Acquisitions




                               Daniel Forsman
                         Jönköping University
                   daniell.forsman@bibl.hj.se
               Voyager: Ledger




                                                        Daniel Forsman
                                                  Jönköping University
                                            daniell.forsman@bibl.hj.se

Ledgers contain the funds that used to
purchase library materials. The funds are
organized in a hierarchical structure.
       Voyager: Circulation
• Can set preferences (font and color)
• Redundancy in database of location and media
  type
• Search by bar code, last name, or ID
• Glitch in deleting the bib records of e-reserves:
  e-reserves are deleted in circ module, the bib in
  the cat module, yet sometimes the circ module
  will refuse to delete the bib, telling the user to
  first delete the e-reserve that has already been
  deleted! Endeavor's “solution:” re-create the
  resource in the cataloging module, and then
  delete it. Resolved?
Voyager: Circulation




           Sharon Yang, Melissa A. Hofmann , and Meghan Weeks
           Rider University Libraries
    Voyager: Circulation Icons
•   Charge
•   Discharge
•   Reserve
•   Short Loan
•   Item
•   Distribution
•   Patron
•   Help (icons are less intuitive here)
Voyager: Circulation




                              Daniel Forsman
                        Jönköping University
                  daniell.forsman@bibl.hj.se
Voyager: Patron Record




                     CARLI
                     (Consortium of
                     Academic and
                     Research
                     Libraries in
                     Illinois
     Voyager: Cataloging
• eXtensible catalog (XC) capability via
  OAI-PMH
• OAI Toolkit exports ILS/repository
  metadata to the OAI-PMH provider
• MARCXML records and XC item
  records available for harvest via OAI-
  PMH protocol
Data Flow Chart
      Voyager: Cataloging
• Allows some personalization of work
  area (fonts and colors)
• Offers bib templates (preset or custom)
• Actual MARC recs stored as BLOBs
  (binary large objects)
• Tables are short-hand versions of MARC
  recs
• Patron side: web browser (IE, FF,
  Safari)
Voyager: Cataloging




           Sharon Yang, Melissa A. Hofmann , and Meghan Weeks
           Rider University Libraries
Voyager: Cataloging




           Sharon Yang, Melissa A. Hofmann , and Meghan Weeks
           Rider University Libraries
    Voyager: Cataloging Icons
•   New Record
•   Open Record
•   Save
•   Search (magnifying glass)
•   Return to headings list (Printed page with folded corner)
•   Return to title list (Printed page with T)
•   Save to the Voyager database (Boat)
•   Create new holdings record (Strapped books with “+”)
•   Retrieve existing holdings records ( Strapped books
    plain)
•   Create new item record (Stack of books with “+”)
•   Retrieve existing item records (Stack of books plain)
•   Show associated records (Linked catalog cards)
•   Help (Balloon with a ?)
Voyager: Cataloging




                             Daniel Forsman
                       Jönköping University
                 daniell.forsman@bibl.hj.se
         Voyager: Resource
           Management
•   Z39.50/OAI harvesting module
•   Proprietary ERM
•   Link resolver
•   Digital preservation module
•   Primo user interface
Voyager: Serials
Voyager: Complex Publication
          Patterns




                             Angela Slaughter
                            Indiana University
                        slaughta@indiana.edu
Voyager: Complex Publication
          Patterns




                             Angela Slaughter
                            Indiana University
                        slaughta@indiana.edu
Voyager: Serials Check-In
  Voyager: Patrons’ Services
• Accurate searches (keyword, exact, course reserve, quick
  search)
• Search “as a phrase” in title – best results
• Search history saved, however search not saved if use
  “back” button
• Course reserve search – drop down menu: Instructor,
  Department, Course, Section
• Can choose # of record displayed
• If course reserve search brings up nothing, prompt displays
  for catalog
• Federated searching across multiple libraries (some slow)
• “Save to book bag” option
• Some libraries label MARC display as “technical display”
• “Narrow my search” toggle (must enter your search again)
Voyager: Patrons’ Services




         http://www.spsu.edu/library/library.html
      Voyager: Batch Jobs
• Initiated on server, reported with the
  Reporter module/MS Access
• Gives control of output but must use
  modules
• Not as flexible as, say, Aleph
• Not much control over page structure
• Lots of things to “live with” (prebuilt
  SQL)
• Certification 100, 300, 400, 500             Daniel Forsman
                                         Jönköping University
                                   daniell.forsman@bibl.hj.se

• Reporting: Perl scripts
Voyager: Batch Jobs




                             Daniel Forsman
                       Jönköping University
                 daniell.forsman@bibl.hj.se
Voyager: Patron Record Purge




                         CARLI
                         (Consortium of
                         Academic and
                         Research
                         Libraries in
                         Illinois
       Voyager: Reports
• SQL query, Access database result
• Use Access reports for more user-
  friendly data display


                          Linda Taylor
                          Oklahoma State University
                          Edmon Low Library
Voyager/MS Access: SQL
        Query




                   Linda Taylor
                   Oklahoma State University
                   Edmon Low Library
Voyager/MS Access: Report
         Result




                   Linda Taylor
                   Oklahoma State University
                   Edmon Low Library
Voyager/MS Access: Access
         Report




                 Linda Taylor
                 Oklahoma State University
                 Edmon Low Library
    RSS Feeds with Voyager
•  Leverage Michael Doran's New Books list
     – Parse the data file
     – Edit the newbooks.pl file to include XML
  tags
• UCLA has made a program which allows
       people to make custom fields
• TCNJ:
    – Uses Perl and SQL to make feeds: code
  available

                                               Edward M. Corrado
                                            Binghamton University
                                        ecorrado@binghamton.edu
   Voyager Improvements
• Also in June 2008 Ex Libris
  announced the delivery of an “Open
  Platform Strategy,” with an API
  development space via a user
  development wiki, The Developer
  Zone, and the possibility of utilizing
  user-developed modules along with
  its proprietary OPACs, Aleph and
  Voyager (Library Journal, Aug.
  2008).
     Voyager: E-Reserves
• Voyager allows a library to make
  available e-reserves only through the
  course reserves, so that students not
  searching for reserved materials are
  not confused by their appearance in
  the OPAC (Chen, Mills, & Ma).
       Voyager: Audiences
• Academic libraries (#1 choice for ARLs)
• Special libraries
• Digital collections
• Larger libraries not needing as much
  control over every aspect of the ILS (as
  Aleph does)
• Libraries facing loss/discontinuation of
  current ILS service (National Ag.
  Library/AGRICOLA)
• Out-of-box convenience
Voyager: Cost Comparison




             Sharon Yang, Melissa A. Hofmann , and Meghan Weeks
             Rider University Libraries
Voyager: Cost Comparison
            Largest Koha installation to answer
            survey was two groups of 20 libraries.




                Sharon Yang, Melissa A. Hofmann , and Meghan Weeks
                Rider University Libraries
                Voyager: Libraries
•   Academy of Motion Pictures Arts &         •   National Library of Scotland
    Sciences                                  •    NOAA
•   Auburn                                    •   Kentucky State University Libraries (48
•   Cambridge                                     members)
•   Colorado Alliance of Research Libraries   •   ILCSO [Illinois Library Computer
•   Columbia                                      Systems Organization] (45 members)
•    Cornell                                  •   U.S. House of Representatives
•   George Washington                         •   National Park Service
•   Georgia Tech                              •   Department of Justice
•   Harvard Business School                   •   Amgen
•    Northwestern                             •   Coors Brewing Company
•    Penn                                     •   Kellogg
•   Princeton                                 •   the Library of Congress
•   Yale                                      •   the Geospatial Information Library (GIL)
•    UCLA                                         within the US Army Geospatial Center
                                                  (AGC) of the US Army Corps of
•    Villanova                                    Engineers
•    National Library of Medicine (US)
•   National Library of New Zealand

								
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