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 ||   ||   ||