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ukcs_opac_and_end_user_services [2018/06/26 20:25] (current)
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 +| ====== 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 ยท Last modified: 2018/06/26 20:25 (external edit)