Checklist for Orbis2 Readersí Criteria - Draft (7/3)

Access/ Display/ Navigation

____ Are interface screens easily customizable by the library system, both in terms of visual design and functionality?

____ Are interface screens customizable by libraries within system (e.g., Medical Library-specific version that differs from other Yale library versions)?

____ Are design tools provided for customizing? / Are they nonproprietary?

____ Is library-inserted HTML possible for footers, constant links, etc.?

____ Are alternative interfaces always available:

___ Menu ___ Command line (text input) ___ Graphically driven (mouse)?

____ Is a text-based interface available for low-tech users (e.g., Lynx interface)?

____ Does the system have comparable functionality with various browsers (e.g., Netscape, IE)

____ Is the system accessible to persons with disabilities:

__ Functional with text-to-speech software __ Font enlargement possible __ Color insensitive?

____ Is remote authentication possible for off-site users?

____ What is the time frame for implementation of Unicode / non-Roman characters?

__ Display __ Input __ Indexing __ Searching

in __ Japanese __Arabic __Chinese __Korean __Persian __Hebrew __Yiddish __Cyrillic

____ Does a "start-over" initiated by a reader purge his/her search history and transaction history?

____ Does a "start-over" initiated by the system after inactivity purge search history and transaction history? Is this "time out" period customizable by library?

____ Is a "new search" box available on all screens?

____ Is there an option for a personalized reader profile tied to individual log-on (i.e., "my library" interface; default screen, links, default "home library," customizable by reader).

____ Is it possible to toggle to the MARC view of a record? Is the MARC view customizable (e.g., can fields be suppressed from public view)?

____ Is there easy and intuitive access to reader empowerment (e.g., ILL, renewal, viewing circ. record, etc.)?

__ Via deliberate navigation to appropriate forms?

__ Integrated into readerís search process (e.g., a prompted option)?

Searching /Retrieval

Formulation of search

____ Are there both simple and detailed search options?

____ Are these search options supported:

__keyword __phrase __truncation (internal, left, right, implied; can truncation be disabled by reader) __Boolean __nested __stacked __short strings (e.g. Vitamin A) __acronyms __adjacency __natural language __ weighted searching ?

____ Is input of non-Roman characters for searching possible? ____ Does the system support bi-directional input?

____ Does the search engine compensate for inaccuracies:

___ fuzzy matches ___ spell checking ___ plural forms suggested?

____ Are these search limiters supported:

__ by format __ date ___ language __ LC call # ___ local call # ___ location

___ MARC fields?

____ In keyword searching, are "stop words" customizable by the library?

____ Are initial articles in titles okay? ___ Are filing indicators acknowledged?

____ Is forward/backward browsing possible through all indexes?

____ Can 1xx, 4xx, 6xx, 7xx fields be hypertext linked to facilitate complementary searches?

____ Can the library choose which fields can be redirected for new searches?

____ Does the system allow readers to store search statements for repeated future use?

____ Are SDIs (Selected Dissemination of Information) supported Ė automatic re-runs and reporting of searches?

____ Does the system support URL-constructed searching for all available search types (pre-planned search upon link activation)?

____ Is there an available command line search mode compliant with Z39.58 standard (Common command language for online interactive information retrieval)?

____ Can course reserves be searched by these indexes?

__Course number __Instructor name __Author/title?

Search Results

____ Is the display of preliminary results (guide/index screens) uncluttered and intuitive?

____ Do brief displays and/or indexes have the capability to display thumbnail images?

____ Is the number of initial hits unlimited?

____ Are limiting options offered if there are too many hits?

____ If there are no hits, is there an indication that "your entry would be here" in the results retrieved?

____ Is the system capable of suggesting alternative search methods?

____ Can searches be progressively refined and/or enhanced?

____ How does the system integrate or suggest controlled vocabulary/authorized headings into search results (LCSH, MESH, AAT)? ____ no blind authority records in indexes

____ Is it possible to link to detailed shelf location information (text or graphic) from a record?

____ Are formats clearly distinguished from other formats in the search results? (e.g., music scores, database, manuscripts, serials)

____ Can the system recognize and filter duplicate field entries from the same record (e.g., same 130 and 245 fields)?

____ Does the system support "Hook to holdings"?

____ What display options are available for serials: location of current and back issues, check-in of issues, etc.

____ Is circulation status information provided, e.g. On Order, In Process?

____ Is a readerís search history easily displayed and maniputable?

____ Can the reader define his/her own methods of sorting search results?

____ Can reader sort search results by monographic series number?


____ Is it possible to mark selected records/range of records for download?

____ Can the system maintain persistence in marking throughout a results set (i.e., markings not lost on going to next screen)?

____ Does the system support printing locally and remotely? ___ free and fee-based?

____ Does the system support download via e-mail?

____ Does the system support the use of bibliographic software like EndNote, ProCite?

____ Does the system support export in style manual formats?

____ Does the system support download of info. to PDAs (Personal Digital Assistants)?

____ Does the system support a "shopping cart" model for collecting marked records:

____ for a search ____ for a session ____ for searches of multiple databases ____ longterm saves, via the readerís personal profile

Reader-initiated Functions

____ Is self-service check-out and renewal possible?

____ Can readers make and cancel these circulation requests:

___ page ___ hold ___ recall ___ ILL

____ If reader cancels a recall, will system undo the revised due date for the original borrower and tell the original borrower that early return is not required.

____ Can readers make photocopy requests (form citation indexes)?

____ Can faculty make context-sensitive requests to place items on course reserve (i.e., no need to re-key bibliographic information)? ____ Can they cancel such requests?

____ Is there a mechanism for context-sensitive recommendations for purchase of items?

____ Can readers customize their defaults to automatically insert identification information for requests?

____ Can readers adjust their personal profiles and defaults?

____ Can readers view their personal record of check-outs, fines, etc.?

____ Can readers pay fines online? ____ Can they contest fines online?

____ Can readers easily direct reference questions to the library staff?

____ Is there a mechanism for reader feedback and evaluation?


Connectivity with other Electronic Resources

____ Does the system provide a single point of entry into the libraryís online environment, including centrally or locally-loaded bibliographical and nonbibliographical databases?

____ Is it possible to do simultaneous searching of multiple databases (MARC and metadata) through this gateway, with integrated, de-duped results?

____ Is it possible to conduct a file relevance search prior to actually retrieving results or de-duping, i.e. to identify which databases have how many hits for a particular search?

____ Can the library catalog be searched (Z39.50 or otherwise) simultaneously by other e-resources and results presented through these other interfaces?

____ When OPAC supplies access to other databases, is that access integrated with the catalog? e.g., article-level references linked to local holdings of journal, catalog records linked to tables of contents, links to sound-recordings, etc.?

____ Does the system support searches on multiple forms of metadata and provide an integrated search results display of disparate projects and formats?

____ If an e-resource is unavailable, does this disable or slow down a multi-database search?

____ Is it possible to check the catalog from other e-resources for local holdings without re-keying?

____ Can reader-initiated ILL or purchase requests be made from within other databases without rekeying?

____ Does the gateway provide a directory of all available databases (i.e., including those not searchable through gateway) and instructions on how to access them?

____ Does the system support hypertext links to finding aids and full text resources, and links back to a specific catalog record?

____ Does the system support integration with an electronic reserve system - support for various file formats (PDF, HTML, SGML, graphics, etc.)?

____ Does the system support URL-constructed searching for individual items (i.e. ISSN or ISBN-constructed searching, allowing remote resources to construct hooks to library catalog holdings)?


Help Features / Messages/ Prompts

____ Is there context-sensitive presentation of help files?

____ Is there a persistent index for all help screens?

____ Is it possible for individual libraries within the system to design their own individualized help screens?

____ Is there a context-sensitive mechanism for linking to vendor-generated or locally-generated tutorials?

____ Does the system give an indication of status if response is not immediate (e.g. "Working...."), or if system is down?

____ Is there an option to abort slow searches?

____ Are error messages customizable by library system?

____ Does the system provide a mechanism for intrusive dissemination of important library news bulletins?

____ Can readers be automatically notified of the status of their circulation requests (e.g., arrival of book recalled)

____ Can readers be automatically notified of the status of their ILL or acquisition/cataloging requests?

____ Can readers be automatically notified by serials module, e.g. re. arrival of new issues of a particular journal?