Wenger sf xin-barton

SFX in Barton
The project that wouldn't end
Beth Brennan, Metadata Systems Librarian
Rich Wenger, E-resource Systems Manager

Why put SFX buttons in the
catalog?
 Accessing e-resources via Barton has always been
a problem, especially from off campus
 Needed a consistent way to send users through the
proxy server
 Wanted to stop maintaining URLs in Aleph records
 Recent explosion of e-book records in the catalog
SFX in Barton | ENUG 2011
Page 2

A collaborative effort
 Other members of the project team: Systems
Goddess (Christine Moulen),catalogers (Ben
Abrahamse, Jennifer Edwards), serials acquisitions
(Kim Maxwell), and usability experts (Darcy Duke,
Melissa Feiden)
 Everyone worked on different pieces of the puzzle;
none of us could do this presentation alone
 Working meetings, where we threw out ideas, made
quick server-side changes, and saw immediate
results (to embrace or discard)
Page 3

Why this project took so long
 SFX buttons could be integrated into Aleph since
version 14. And others have done so. However...
 We wanted to put SFX buttons where we wanted
them, and when we wanted them
 Only show the button if it is very likely to take the
user to an e-resource
Page 4

Why this project took so long
 Earlier attempts failed to get the information we
needed onto the OPAC pages we needed it to
appear on
 Poor collaboration between Ex Libris' Aleph and
SFX support teams
 Other projects took priority while we struggled for
solutions
Page 5

Obstacles
 Aleph provides a conditional SFX button on the Full
record display only, but patrons often don't look past
the Brief results
 Aleph puts the button at the top of the page, and we
preferred other placement
 Conditionality options were not sufficient
 Aleph provides an unconditional SFX button on the
Brief results, in table view only. Our default is list
view
Page 6

Solution: Aleph fix scripts
 Finally created a simple fix script that put the system
number into the OPAC record displays
 From there, things started to fall into place, and the
fix script blossomed into a display tag that helps to
determine:
o Conditionality and quantity of SFX buttons,
display of URL and HOL public notes, and even
whether to display HOL at all
o C:UsersrwengerDocumentsAlephOPACHi-level_animated.pptx
Page 7

Aleph fix scripts
 The fix builds this: SFX91 L $$s0-0-0-2-9-3-5-9-2
$$lMIT01$$901$$zbutton~~~$$pAvail$$av.122:no.1
(2000:Feb.)-
 Which tells the Java Script:
o Aleph system number 000293592 (for SFX
Z39.50 lookup) is an MIT01 record (as opposed
to MIT30 course record)
o It should display 1 SFX button, with the caption:
v.122:no.1 (2000:Feb.)-
o Availability lines should be shown (print HOL)
Page 8

SFX tag
 Created from SYS so EVERY record has one
 Determines if the record gets a button and how
many
 Determines if there are print holdings to display as
well
 Shows summary holdings statement next to button,
if Barton has only one, or shows generic message
and lets the SFX menu show more complicated
details
Page 9

Subfields: part 1
 $$a: Summary holdings statement
 $$i: Summary holdings public note
 $$l: MIT01 or MIT30 (doc library identifier)
 $$p: Avail (only possible value - means there ARE
non-internet holdings)
 $$q: NoAva (only possible value - means there are
NO non-internet holdings)
 $$s: SYS padded with hyphens
Page 10

Subfields: part 2
 $$z: Place holder saying if you need a button, and
how to count it for stats
 $$8: 00 (only possible value - meaning this record
has NO URLs)
 $$9: Counter, tells you how many URLs are in the
record
Page 11

Temporary subfields
 There are two subfields that are temporarily used
during the script, but are gone before the final
rendering of the page:
o $$a (used and deleted before the summary
holdings are made) holds the marker identifying
a Books24x7 or MARCit record
o $$u holds the URL itself (http://.....)
Page 12

URL counting
 We needed to know how many URLs are in the
record, and which to turn into buttons
 We use two tags to figure this out...
o One ends up feeding the final count and other
details to the SFX tag which generates the
button (URL tag)
o The other is used to hold data to enable multiple
buttons to display (U564 tag)
Page 13

URL tag
 We prevent the fix from counting certain kinds of
URLs
o Local 'get' URLs (unless it's the only one)
o Table of Contents
 Use col.7 of fix table to add counter
 Only the LAST copy of this tag is kept
 This tag feeds data to the SFX tag and helps create
summary holdings or generic message
Page 14

Adding summary holdings
 Split NET from other summary holdings statements
(SMHL tag)
 Convoluted way to mark if there's more than one
NET summary holding
o Mark NOT-FIRST with $$7mlt
o Combine $$7 into URL tag
o Re-combine $$7 and $$9 of URL tag into SMHL
tag
 Delete SMHL if $$9 ≠ 0; or if $$7mlt is present
Page 15

U564 tag
 Holds URL data when multiple buttons are displayed
 This is where 856 $z and $3 notes are really
displayed from
 Counter ($$9) says which button the data goes with
 All U564 tags are kept, EXCEPT for serials which
only ever get one button
Page 16

Data clean up
 Consistency of public notes in URL and HOL tags
o Remove references to on campus vs. off
campus access, as the proxy server handles this
now
 Fix incorrect or obsolete indicators on URL tags
 Fix subfielding in URL tags
 Clean up URLs that contain proxy string
Page 17

Client-side Components
 Aleph OPAC
 SFX
 EZproxy
Page 18

Aleph OPAC
 Construct conditional buttons on Brief lists and Full
pages, short-b-body-mit01 and full-999-body-
mit01 according to information passed to the
page(s) from sfx_brief.fix and sfx_full.fix
o Use Aleph-supplied SFX button when possible
o Remove disabled Aleph-supplied button in all
cases where it exists
Page 19

JavaScript
 JavaScript interprets data string from fix routines
Page 20

JavaScript (1/3)
 0-0-0-2-9-3-5-9-2MIT0101button~~~Avail | v.122:no.1 (2000:Feb.)-
000293592 System number
MIT01 Doclib
01 URL count
button~~~ 'button~~~', or 'Books24x7', or 'MARCit~~~'
Avail 'Avail' or 'NoAva'
v.122:no.1 (2000:Feb.)- text string to append after the button
Page 21

JavaScript (2/3)
o Uses DOM methods throughout
• document.getElementsByTagName
• document.getElementById
• document.createElement
• document.createTextNode
• parentNode.removeChild
• encodeURIComponent
• firstChild.nodeValue
• setAttribute
• appendChild
Page 22

JavaScript (3/3)
o Function library loaded by header files:
• direct-head-mit01
• full-set-head-ill
• full-set-head-ill-nobor
• short-1-head-mit01
Page 23

URL construction (1/5)
 Construct 4 different types of URLs depending on
the data passed from the fix routines
Page 24

1. Books24x7
http://owens.mit.edu/sfx_local?
bookid=14841
&rft.genre=book
&sid=Barton:Books24x7
2. MARCit
&rft.object_id=1000000000216454
&rfr_id=info:sid/sfxit.com:MARCit
file://C:UsersrwengerDocumentsAlephOPACurl1.pptx
Page 25

3. Aleph
http://library.mit.edu:80/F/?
func=service-sfx
&doc_number=001701742
&line_number=0000
&service_type=RECORD
file://C:UsersrwengerDocumentsAlephOPACurl2.pptx
Page 26

4. 856_url
http://walter.mit.edu/F/?
func=service-sfx
&line_number=0000
&service_type=RECORD
&doc_number=001706051
C:UsersrwengerDocumentsAlephOPACurl3.pptx
Page 27

856_url (second of 2)
&rfr_id=info:sid/ALEPH:MIT01
&856_url=http://purl.access.gpo.gov/GPO/LPS117034
Page 28

SFX (1/2)
 Using OpenURL version 1.0
 Activate 856_url target with proxy flag checked
 Enable z39.50 fetch of MARC record from Aleph
o We set up a separate logical base for this,
specified in
config/source/OpenURL_0_1/aleph.config_
and config/z3950_lookup.config
Page 29

SFX (2/2)
 Display logic rule
o Only display 856_url target if there are no other
full text targets eligible
Page 30

Ezproxy
 Include Barton URLs in config.txt
 Set up proxy_URL API for catalogers
o Requires "ProxyURLPassword xxxxxxxx"
directive in config.txt
o https://walter.mit.edu/shib/proxylookup.cgi
Page 31

Obstacles (1/8)
 Semicolons and ampersands in URLs croak SFX
http://library.mit.edu/item/001733820
o Regular encoding doesn't work because
JavaScript window.location and window.open
automatically decode them
Page 32

Obstacles (2/8)
o Required double encoding. Semicolon becomes
'%253b'. JS will convert '%25' to '&'. SFX will
convert '&3b' to semicolon on the redirect URL
o Doesn't work on Books24x7 & MARCit URLs.
Only applied to "856_url=" parameters
Page 33

Obstacles (3/8)
 SFX source parser errors
o ALEPH.pm chokes on some author names.
Early failures were bypassed by switching to ver.
1.0 OpenURLs. Currently this is also failing in a
few cases
o Temporarily circumvented it by modifying the
parser
o SI 16384-249922 is open and in development
Page 34

Obstacles (4/8)
 Some browsers require structures be closed before
invoking JavaScript on them. Good practice.
o Wrong: <td> <script> </script> </td>
o Right: <td> </td> <script> </script>
Page 35

Obstacles (5/8)
 ALEPH.pm does not retrieve URLs in 956 fields
o Constructed a server-side fix routine for z39.50
that moves URLs in local 956 fields into 856
fields. sfx_z39.fix
o Logical base created to invoke this fix and
handle record length problem (new
z39_server_MIT01SFX.conf)
Page 36

Obstacles (6/8)
 We were seeing duplicate 856_url targets on the
SFX menu
o Needed to turn on the 'deduplication' option on
the Related Objects Admin page
Page 37

Obstacles (7/8)
 Aleph was constructing mangled OpenURLs
o Fixed in sfx-record-ver-1.0
Page 38

Obstacles (8/8)
 SFX record fetch for MIT30 records failed because
of different doc numbers
o /exlibris/sfx_ver/sfx_version_3/sfxlcl3/config/sour
ce/source_v1_0.dir modified. Changed
"ALEPH.*" to "ALEPH.MIT01". This allows
MIT30 URLs with ISBNs and ISSNs to resolve
successfully until we decide how to handle
MIT30 doc numbers
Page 39

Demos
 SFX button supplied by Aleph
o http://walter.mit.edu/item/000336947
 856_url
 Multiple URLs
Page 40

Round 2 adjustments
 Overrides:
o SE were forced to have 1 button, but we found times we
needed the multiple button
o Sometimes SFX knew less than Barton, and was
interfering by trying a title search (e.g. Annual report)
 Display text coming from summary HOL *and* notes with
the URL
 New index on the 'button~~~' led to improved logical base
for electronic resources
Page 41

Finis
Aleph, SFX,
Searching, one for the other,
Together at last.
Beth Brennan, siers@mit.edu
Rich Wenger, rwenger@mit.edu
Page 42

Addendum
 A PDF file containing this presentation, the Aleph fix
routines, and the JavaScript files is available for
download.
Page 43

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