Carol Johnson – (Chair) – Normandale Community College – Reference Kathleen Ashe - Southwest Minnesota State University - Cataloging/DBQMTF (Database Quality Management Task Force) Jeanne DeMars – Traverse des Sioux – Cataloging/DBQMTF Jim Hewitt – Concordia College – Reference Anna Hulseberg – Gustavus Adolphus College - Reference| Jim Kapoun – Minnesota State University, Mankato – Reference| Tess Kasling – College of St. Benedict/St. John’s University – Cataloging/DBQMTF Julie Setnosky – Minneapolis Community & Technical College – Reference Edward Swanson – MINITEX – Cataloging/DBQMTF Mary Ann Greenwald – MnSCU/PALS Perry Madden – MnSCU/PALS
MnPALS Access Task Force Charge
“The MnPALS Access Task Force shall consist of Reference and Cataloging Librarians from a wide variety of institutional types and sizes. The Task Force will evaluate indexing and limiting capabilities via the Aleph OPAC and suggest improvement and/or enhancement to the database indexing and interface which would better meet user needs and expectations. Recommendations will include, but not be limited to - types of limits, names of limits, changes in indexing, and layout of search options. The Task Force will be convened Dec 2003. The need for the continuation of the Task Force will be reviewed by December 2004. Recommendations will be forwarded to the MnSCU/PALS User Council and Reference User Group for approval."
The Task Force has met via conference call on the following dates: February 26, March 4 and 18, and April 8, 2004. This is the first set of recommendations from the Task Force.
Recommendations and rationale from the MnPALS Access Task Force:
1. Display of Electronic link (MARC tag 856) subfields in the OPAC. The group agreed that subfield 3 should appear first, followed by $u the url link, then $z the public note. The public note will always display on a line by itself. Perry is investigating whether the $u field can be presented in a different color than the $3 field that precedes it. The Task Force recommends that the $u field, the URL link, be presented in a different color.
2. The Task Force recommends additional information be added to the Description display in the OPAC (MARC tag 300. $3 materials specified).This subfield does not currently display in the PALS OPAC but the group agreed that it should display in MnPALS. It provides useful information to the patron: "Viewing copy" "Master". It does not occur frequently in catalog records.
3. The Task Force recommends additional descriptive information be added to the record display: Organization and arrangement of materials (MARC tag 351). This field provides information about the organization and arrangement of a collection of items.
Example: “Diaries and notebooks. Organized into four series: I. Youth. II. Early Career. III. Political Life. IV. Retirement; Chronological arrangement.”
This field does not occur frequently in catalog records. The field does not currently display in PALS but the group agreed that it should display in MnPALS.
4. A Note field currently displaying in OPAC with label: “Tracings”. This label is inaccurate. This note field (MARC tag 545) is for biographical or historical data. We are limited in the number of characters that can be used in the label. The Task Force recommends that for a 545 note field the label “Tracings” should be changed to “Biog or Hist Data”.
5. This proposed change is for the Holdings display page. Currently under the Date Due column the information displayed when a volume is missing is: “In Process (Missing)”. The Task Force recommends that the “In process” portion be dropped and the statuses such as “Missing”, “Lost” etc. appear as such in the Date due column. The group discussed whether the column should be re-labeled “Status” rather than Date due and then when there is a due date the date should be preceded with the word “Due”. Perry will investigate if the word “due” can be programmed to display on the same line as the date. No recommendation has yet been made on changing the column label from “Date due” to “Status”.
6. In PALS we can use a special id to indicate a particular status for an item. The label associated with the special barcode id can be “Missing” “Lost” or “Repair” or a particular location “GIS Lab”. ALEPH provides a similar functionality and refers to it as “Item status”. Currently this Item status information displays at the end of the Location field in the brief display of the union catalog. While some of the terms a library defines in its item statuses will be understandable from library to library, some will make no sense outside the library. The Task Force recommends that the item status be removed from the brief display Location column in the union view of the catalog.
7. On the Advanced Search screen in the Search as Phrase column there is the Yes or No option listed. The Task Forc recommends that there should be a default “No” entered in all three options.
8. The Task Force recommends the following format limiters be displayed in the drop down box on the Advanced Searches page:
Maps and Atlases
9. The “Request” link in the Holdings display cannot be changed to another more clearly understood term such as “Place Hold”. To address concerns, Perry Madden will center and type in red the following phrase that appears above “Request” etc.:
Click on the link ("request") to place a hold request on an item
10. The Task Force recommends the use of alternating background color or shading in the results list thus making the list easier to read. Perry Madden will explore the possibility.
11. The Task Force recommends that the relator term in the personalname added entry field (700 $e) display. This is the term that describesthe relationship between a name and a work (e.g. joint author, tr., ill.) This has already been done.
12. The Task Force recommends the author and title field be changed from 100 to 200 characters in the brief display list. Currently, the fields (Author, Title, Year, Library, Location) are limited to 100 characters, which results in some data being cut off with unusual results.
13. The Task Force recommends that the basic search page on the OPAC should have one drop-down box which would combine search and browse, if possible. (There might be a problem applying limits to browse searches.)
14. The Task Force recommends that we use Modify rather than revise and Limit rather than Filter and that we use different color buttons for these options.
15. The Task Force recommends that Perry Madden explore sort options. Currently, the sort options are invoked by clicking on the hot-linked header (Author, Title, Date).
16. The Task Force recommends changing Personal Names and Corporate Names to Personal Authors and Corporate Authors on the advanced search page in the Field to Search drop-down box. Also recommend removing the fields Meeting Names, Place, and Collection. Recommend adding the fields ISSN and ISBN.
17. Task Force recommends centering the search box on the basic search page.
18. Task Force recommends that the Year search box on the Advanced Search page provide an example showing that a range of dates can be searched.
Examples: 1992 or 1991->2003 or 198?
The Task Force recommendsthat the search terms listed in the Search Type drop-down box on the Basic Search page be revised and re-arranged. If time allows we can discuss otherwise send your suggestions to the PALS office.