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Public Interfaces Committee
PIC Meeting
Wednesday, December 8, 2004
9:30-11 a.m.

Present: Dale Askey, Katie Bauer, Debra Falvey, Stephen Naron, Karen Reardon, Earl Roy, Andy Shimp, Kalee Sprague, Tao Yang, and Richard Zwies (Minutes)

Absent: Julie Linden

1. Announcements

PIC meeting 12/22 - keep or cancel?
Voted to Cancel.

Portal Opportunities Group
Kalee reported they will begin meeting tomorrow. The group will build on the Task Force's work to make connections between the Yale Portal and Orbis, pushing Library information to other venues. They will look into interaction between the Portal, Sakai (open source courseware) and Yale Station, etc.

MetaLib progress
New release of MetaLib, v. 3.12, installed. Seems to be going well but progress is slower than expected. Work on the interface, mostly. Covered the major database vendors so far, but there is more work to be done. Bugs found when searching being worked out. Authentication a major issue in the new release. Authentication should eventually use CAS.

SurveyMonkey
Favorable reaction so far from the Medical Library. IRB approval not automatic in that a Library Web survey may need additional approval. SQIC needs to approve the purchase of SurveyMonkey, hopefully soon. Can run a survey early in the coming semester.

Action: Katie will check about the IRB approval?

Usability study - next steps
Meg Bellanger has agreed to fund a lab. Software is being investigated to record user sessions remotely. CCL space is a possibility. People in IT also have usability space that we can share. $30,000 has been allocated.

Action: Katie will send send announcement soon. Rick will find an article he read about remote usability studies and distribute.

Other Announcements
Ordering of Babylonian results in OPAC searches (change the location code) has been taken out of PIC's hands. Rather than wait to see whether the ordering function in Voyager operates correctly in the next build, the curator sought help elsewhere. It is believed that Cataloging staff will be involved in making a change to the Collection's location code, so that its holdings will appear below like holdings in the stacks. Audrey has been informed of the plan.

Kalee announced that our Orbis decisions will be announced and implemented. Next time we'll have a review period.

2. Hours database
Princeton's code won't work. Security problems. Not flexible enough for multiple open/close times per day or comments for specific days. Not worth effort to rewrite. Look at alternatives from list Rick sent out -- either as a database or just a different display format?

Karen: There were issues with the software on the server: encryption of passwords, session variables are a security issue, and problems with flexibility, i.e., entering closing and reopening library hours on the same day, like for lunch (our unique hours). Creating a database from scratch might be more trouble then it is worth.

Action: Karen's group can work with Maryetta Russell/'Bonnie Turner about formatting the hours [?]. Which version did we settle on? Rick will get the original list of "database" examples for distribution on the PIC list.

3. Call number indexes in OPAC - what to call them, where to place them

Local Yale call numbers are going to be designated as "other" and get their own index in the OPAC. This call number change is scheduled to take place over the weekend of 12/18. Audrey's group identified a couple of problems, but I agree with her that neither is fatal: (quoting from an e-mail message from Audrey):
"**Search re-directs fail for call numbers other than LC. When an OTHER or SUDOC call number displayed is a record is clicked to execute a search, the search will bring up a result screen with matches from the LC index. This happens because we can specify only one index in the configuration file for search re-directs. Furthermore, the system doesn't know from the OPAC display whether a call# is LC, SUDOC or OTHER. The solution to this problem is to eliminate the option to execute a call number search from a displayed call number. Readers and staff will have to return to the Search tab & cut-and-paste or key the displayed call numbers as a search string. Since very little call number searching is done now by the public, and since these types of searches fail in our current database, we concluded that this problem is not a show stopper."

"** We understood that the separate OPAC LC, OTHER and SUDOC call# indexes would be self-contained, i.e., that only LC call#'s would be in the result set when the LC search was selected. In rel 2001.2 - our current release -- the separate indexes are not self-contained." However, someone at LC discovered (and Endeavor has confirmed) that this is fixed in the Unicode release, which Yale is scheduled to implement in summer 2005.

Outcome: Recode our local Yale call numbers as other so they will index in a ASCII sort. Separate them into "search types or indexes." LC, Other, etc. Issues: no longer do call number redirect with in a record (can't click on it in the record and go to a result page for that call number, must do a separate call number search). Other alternatives are available. Julie and Sandy talked, and having a SUDOC search is not necessary. There is some result crossover of separate search indexes that will be fixed in the next release.

Actions: "Local Yale" call numbers will be more specific, and will turn off redirect. Timeframe: test run this weekend, release date: December 18th. Perhaps keep the call number bold to make it look similar to the current link. Message to YULIB next week. LC listed first, change help documentation. Agreed to keep it "LC" for consistently, and "Other" changed to "Local" and to follow in choice list.

4. Potential "facelift" redesign of FD

There was a discussion about the scope of redesign plans. Usability tests, surveys and other data will drive redesign efforts and we should know more about how and what will need to be changed (Front Door, the graphics, information architecture like categories and navigation, or content of Web pages). How the work will be accomplished is yet another issue.

QuickLinks - need data (Karen/Rick working on) Karen, Daphnee Rentfrow, & Katie met recently and discussed the Front Door from the perspective of someone on the outside. Daphnee has done a lot of work on educational software and student's user behavior. Major issue: Library not linked consistently from other major Yale sites. Other issues: vocabulary (naming the catalog "Orbis"). She did have notes that she might share, particularly a one page summary of how students use and see Web site.

A highlight area on Front Door real estate was discussed as important in a redesign.

Language links were brought up again.

News: how to highlight news and keep them revolving. Where are we going to post survey? There were a number of questions that needed further discussion.

Actions:

PIC should review major Web sites from the University including the Yale main site and see how or if the Library is linked. Liaisons should go out and lobby to place these links. Katie will ask about letting us share the documents that Daphnee Rentfrow may have.

Home page clickthrough survey should be done by the last week in January.

Karen and Rick will work on counting the Front Door clickthroughs which should give PIC solid numbers on QuickLink usage. Rick will look into alternative methods.

Dale will work with Bonnie and the language links mock-ups to produce an acceptable version.



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