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ukcs_opac_and_end_user_services
====== 1. ====== Type
===== OPAC and end user services ===== Importance
Compliance

=== === NB: The term OPAC is used to refer to both staff and end user access to the system. The requirements are defined in the context of a web-based OPAC.



=== === === General ===



The system must:


==== R1 ====
provide an online public access catalogue (OPAC) for use by end users


==== R2 ====
provide additional access to the bibliographic database for staff use only in the different functions, to include:


==== R3 ====
additional indexes


==== R4 ====
ability to access all records in stock, on order, in process etc.


==== R5 ====
additional information relating to loans, borrowers, items on order etc.


==== R6 ====
additional displays, e.g. MARC format


==== R7 ====
The system must support Z39.50 (current version) client and server


==== R8 ====
It must be possible to display help, including examples, on search screens


==== R9 ====
It must be possible to suppress certain categories of material from display to the end user on the OPAC (e.g. no copies available for loan/request)


==== R10 ====
It must be possible to suppress individual bibliographic records from display to the end user on the OPAC



=== === === Indexing ===



The system must allow the Library to define:


==== R11 ====
which fields/subfields or combination of fields/subfields are indexed for the different search options


==== R12 ====
which search options are offered to staff and end users


==== R13 ====
the type of indexing applied, e.g. keyword, phrase/browse (i.e. with implicit right-hand truncation)




The system must be able to sort the classification index for the following schemes, in accordance with general principles for the scheme:


==== R14 ====
Dewey (current edition)


==== R15 ====
Library of Congress (current edition)



=== === === Interface ===



The system must provide:


==== R16 ====
a simple (novice) interface, including non-Boolean searching


==== R17 ====
an advanced search interface, including:


==== R18 ====
explicit use of Boolean operators AND, OR, NOT


==== R19 ====
specific fields to search


==== R20 ====
left-hand truncation


==== R21 ====
right-hand truncation


==== R22 ====
wildcards


==== R23 ====
links on search screens and results displays to other search options, e.g. browse index


==== R24 ====
at all times, a display of the current search



=== === === Searching ===

==== R25 ====
It must be possible to perform a keyword search across all defined indexes or on selected indexes


==== R26 ====
All commands and search keys must be case-insensitive and it must be possible to ignore diacritics and punctuation for searching


==== R27 ====
The system must allow searching using variant spellings



=== === === Search limits ===



The system must offer the ability to pre-limit searches:


==== R28 ====
by date (including open and closed range of dates)


==== R29 ====
by language


==== R30 ====
by format of publication (e.g. video, serial)


==== R31 ====
to particular collections


==== R32 ====
by location




The system must offer the ability to post-limit searches:


==== R33 ====
by date (including open and closed range of dates)


==== R34 ====
by language


==== R35 ====
by format of publication (e.g. video, serial)


==== R36 ====
to particular collections


==== R37 ====
by location



=== === === Display of search results and navigation ===



The system must:


==== R38 ====
provide different levels of display (brief, full) and allow the Library to define which elements in a record are included in each display


==== R39 ====
allow default sort order of search results to be library-defined for each search type


==== R40 ====
allow the user to be able to change the default sort order


==== R41 ====
allow users to view serial holdings, including serials check-in and latest issue information


==== R42 ====
display the record immediately in the event of a single hit being retrieved (rather than intermediate index display)


==== R43 ====
support hypertext links between elements in records allowing highlighted index terms to be used as the basis of further searches


==== R44 ====
support hypertext links from cross references to authorised headings


==== R45 ====
support hypertext links from bibliographic records to other electronic information resources both local and remote via URLs, URNs and other URIs



=== === === Output and saving ===



The system must:


==== R46 ====
allow users to mark or select references for printing and downloading


==== R47 ====
allow users to review and edit the list and to sort items


==== R48 ====
allow users to download lists of saved records to disk or e-mail or to send to an attached or network printer


==== R49 ====
offer a range of output formats for exported records, including:


==== R50 ====
full and brief records


==== R51 ====
MARC21


==== R52 ====
ASCII


==== R53 ====
EndNote


==== R54 ====
ProCite


==== R55 ====
library-defined formats



=== === === Self-service options ===

==== R56 ====
The system must allow users access to their own records and transaction details (as authorised by user ID/PIN). Transaction details must include:


==== R57 ====
loans


==== R58 ====
reservations


==== R59 ====
fines


==== R60 ====
ILL requests


==== R61 ====
purchase requests




Users must be able to:


==== R62 ====
make reservations


==== R63 ====
cancel reservations


== V1 == A
make bookings for short loan material


==== R64 ====
make renewals


==== R65 ====
make ILL requests and view progress


==== R66 ====
make purchase requests


==== R67 ====
update their contact details


==== R68 ====
The system must interface with automated telephone renewal systems for self-service renewals via this method, using the SIP2/NCIP standards


==== R69 ====
The system must interface with self-issue/return devices using the SIP2/NCIP standards


==== R70 ====
All circulation parameter settings (e.g. loan rules, borrower blocks) must also apply to self-service functions


ukcs_opac_and_end_user_services.txt · Last modified: 2018/06/26 20:25 (external edit)