====== 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 | | |