1. Extreme Makeover: Extreme Makeover: Tomcat WebVoyáge Edition Michael Doran, Systems Librarian Ex Libris Southcentral Users Group Wichita Falls, Texas October 8, 2009

2. doran@uta.edu Michael Doran, Systems Librarian Voyager 7.0 “WebVoyáge” WebVoyáge genealogy Voyager web OPAC = “WebVoyáge” (thru version 6.5) “ASCII OPAC” Classic WebVoyáge Tomcat WebVoyáge 8

3. doran@uta.edu Michael Doran, Systems Librarian Classic WebVoyáge “out-of-the-box”

4. doran@uta.edu Michael Doran, Systems Librarian Tomcat WebVoyáge “out-of-the-box”

5. doran@uta.edu Michael Doran, Systems Librarian Tomcat WebVoyáge Comes “out-of-the-box”…  Fully functional  Much improved usability  Modern “look and feel”  Much better web standards compliance  Better accessibility Other than maybe the logo. Hey, what is there to change! 2

6. doran@uta.edu Michael Doran, Systems Librarian Why do a makeover? …and the library name, natch! …and go on to a different project? Why not just switch out the logo…

7. doran@uta.edu Michael Doran, Systems Librarian Why do a makeover? secret ways to go from ho-hum to HOT! add value boost your appeal banish clutter affordable 5

8. doran@uta.edu Michael Doran, Systems Librarian For us the makeover was about… Usability 1

9. doran@uta.edu Michael Doran, Systems Librarian What’s an extreme makeover? Editing standard config files Changing graphics and colors Adding new functionality following instructions in the documentation Adding new functionality developed by other customers Adding new functionality that you developed yourself Not extreme Okay, that’s extreme Can be extreme. 4

10. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Tomcat WebVoyáge Library’s “trade dress” What’s missing here? I’m Mr. Usability and I approved these changes. 7

11. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Basic Search Google-like search… one box, one button. search behavior is Google-like banish clutter Millennials love this. 6

12. doran@uta.edu Michael Doran, Systems Librarian Out-of-the-box Basic Search 8

13. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Basic Search 1

14. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Advanced Search 3

15. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Advanced Search Dynamic search tips…

16. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Advanced Search Dynamic search tips…

17. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Advanced Search Dynamic search tips… If you do nothing else, do this! 2

18. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Advanced Search 1

19. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Guided Search 1

20. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Journals/Articles Search To find journals To find articles 2

21. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Journals/Articles Search Searches WebVoyáge Searches SFX A-Z list Searches MetaLib Links to other resources This is extreme! 7

22. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Course Reserves Search banish clutter A “clean” interface is easier to use! 4

23. doran@uta.edu Michael Doran, Systems Librarian 5

24. doran@uta.edu Michael Doran, Systems Librarian 6

25. doran@uta.edu Michael Doran, Systems Librarian Get this cool widget at www.addthis.com 2

26. doran@uta.edu Michael Doran, Systems Librarian UT Arlington’s Help Pages Instant messaging. 76% of millennials use it! Junco, Reynol and Mastrodicasa, Jeanna M. "Connecting to the Net.Generation: What higher education professionals need to know about today's students" (2007) 2

27. doran@uta.edu Michael Doran, Systems Librarian “Repurposing” a search tab Your basic search tab is our advanced search tab. out-of-the-box tabs UT Arlington tabs “New Books” is a faux-tab. Coincidence? I think not. 13

28. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step Hopefully, it won’t come down to a knife fight! First we have to sacrifice a tab. 1

29. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step

30. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step webvoyage.properties page.search.buttons.subjectHeading.button=Basic page.search.buttons.subjectHeading.message=Basic Search page.search.subject.title=WebVoyáge Basic Search page.search.subject.heading=Basic Search page.search.subjectPage.label=Basic Search page.search.subject.message=Search all fields page.search.subject.argument.label= page.search.subject.search.code=GKEY^* page.search.subject.search.display=Basic Change Subject tab attributes to Basic 1

31. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step 4

32. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step 2

33. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step 2

34. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step page.search.buttons.basic.button=Advanced page.search.buttons.basic.message=Advanced search page.search.basic.title=WebVoyáge Advanced Search page.search.basic.heading=Advanced Search page.search.buttons.advanced.button=Guided page.search.buttons.advanced.message=Guided search page.search.advanced.title=WebVoyáge Guided Search page.search.advanced.heading=Guided Search page.search.advanced.label=Guided Search Change default Basic to Advanced webvoyage.properties Change default Advanced to Guided 1

35. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step 5

36. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step pageProperties.xml Search Tips: Apropos search tips go here. 2

37. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step 4

38. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step Edit labels/links in./help/index.html Redo Tomcat WebVoyáge help pages copy searchBasic.html to searchSubject.html 1

39. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step 3

40. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step page.record.display.record=20 Records per page default webvoyage.properties Comment out database name searchFacets.xsl <!-- xsl:with-param name="databaseEleName" select="'page.search.database.label'"/ --> 1

41. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step The Law of Unintended Consequences. 2

42. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step /* Turn off display of "Records per page" drop down */ #searchRecs { display: none; } The “Records per page” HTML code will still be there on the page …it just won’t display. searchPages.css This affects all the search tabs. 3

43. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step 1

44. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step <!-- -->... <input type="hidden" name="searchCode“ value="{//page:element[@nameId='searchCode']/page:value}"/> <input title="Search" type="submit" name="page.search.search.button" id="page.search.search.button" value=" Search " /> Edit the actual HTML code… cl_searchSubject.xsl This is known as the “brute force” approach. 3

45. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step Lean and clean! 1

46. doran@uta.edu Michael Doran, Systems Librarian A new Basic search tab, step-by-step Don’t forget to fix these in webvoyage.properties 1

47. doran@uta.edu Michael Doran, Systems Librarian Bookmarking widget 3

48. doran@uta.edu Michael Doran, Systems Librarian Bookmarking widget 3

49. doran@uta.edu Michael Doran, Systems Librarian var addthis_exclude = 'email,print'; <script type="text/javascript" src="http://s7.addthis.com/js/250/addthis_widget.js? […] "> Bookmarking widget displayFacets.xsl 3 Add the code that you copied.

50. doran@uta.edu Michael Doran, Systems Librarian Bookmarking widget

51. doran@uta.edu Michael Doran, Systems Librarian Extreme makeovers – caveats XML/XSL syntax errors will stop Tomcat WebVoyáge dead in it’s tracks Shepherding an extreme makeover through an upgrade can be a nightmare New Voyager versions may break what you’ve done I don’t want to hear the bad parts!

52. doran@uta.edu Michael Doran, Systems Librarian Extreme makeovers – getting help Support Policy for Customizing Voyager 7 WebVoyáge “Limited Support for Advanced Customizations” Ach, I read yer policy. Nae, weaselly words won’t stop Willie. 2

53. doran@uta.edu Michael Doran, Systems Librarian Answers Doran I hope that went well. Any questions? 2