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