PALINET OCLC Users Conference

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• PALINET OCLC Users Conference
• May 4, 1999

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The New OCLC FirstSearch Service

• New administrative options
• User Interface
• Discussion and demonstration
• Release schedule
• Planning for the new FirstSearch

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The New FirstSearch will

• Help your users find information more easily
• Enhance your librarys services
• Increase your librarys visibility
• Leverage your librarys investments in acquiring
  and organizing resources

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• New Administrative Options Increase Your Local
  Control

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Administrative Module

• Web-based
• Easier to use and more accessible
• Current settings have been copied into new
  service
• Customize or use default settings

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Increased Administrative Control

• Expanded customization options include
• Turn database access, full text and OCLC ILL
  ON/OFF by database
• Set defaults for search mode, search operator,
  and more
• Title-level source selection
• Create and name custom databases
• Change topic area names

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Administrative Module Comparison

• Current
• Text only
• Block/unblock access to databases
• Basic search is default

• New FS
• Web only
• Control access to databases, to full text and to
  ILL by database
• Set default search mode (Basic, Advanced, Expert)

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Administrative Module Comparison

• Current
• Restrict users to e-mail delivery for full text
• Set password for full-text access

• New
• Continues
• Continues. Also set full-text password by database

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Administrative Module Comparison

• Current
• Turn ILL ON/OFF for entire service

• New
• Turn ILL ON/OFF for entire service or specific
  databases direct ILL requests to review file or
  ILL Direct Request by database

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Administrative Module Comparison

• New
• Administrator can create new database topic
  areas, change names and databases included in
  existing areas
• Two timeout options full text and session

• Current
• Database topic area displays set in system
• Timeout setting for entire system

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Administrative Module Comparison

• Current
• Per-search access to ECO A I database limited
• Access to articles from ECO journals for
  subscribers only

• New
• All per-search accounts may choose to access ECO
  A I databases
• Administrator may turn on per-article purchase
  for electronic journals

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Administrative Settings
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Customize ILL Request Form
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Control ILL Processing
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Control Database Access
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ISSN Level Control of Full Text
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• Easier, More Powerful User Interface

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User Interface Comparison

• Current FS ECO
• Single database searching
• Some database selection aids
• Default operator AND
• Full text available

• New FS
• Cross-database searching
• Database selection help, type of material lists,
  changeable topics
• Default operator of choice (AND, WITH, NEAR)
• Full text linked across databases and more visible

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User Interface Comparison

• Current FS ECO
• Limited pluralization
• Online help
• Search assistance--browse, search history,
  related subjects
• 2 Search modes (Basic, Advanced)

• New FS
• Pluralization, truncation, wildcards
• Pop-up context-sensitive help by user level
• More search assistance -- thesauri, relevance
  ranking, sort options
• 3 Search modes (Basic, Advanced, Expert)

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User Interface Comparison

• Current FS ECO
• Access to electronic journals, with subscription
• Direct journal access
• Z39.50 access to some databases
• Text-based access via TTY interface

• New FS
• Per-article purchase of electronic journal
  articles by journal title
• Direct article access
• Z39.50 access to all databases electronic
  journals
• Text-based access via Lynx browser maintained at
  OCLC

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User Interface Comparison

• Current FS ECO
• Holdings information available if action taken
• ILL link using online form persistent
  information on form
• Full-text icon on results list for some databases

• New FS
• Holdings on results screen limit to your
  librarys or library groups holdings
• Customizable ILL form can turn persistent
  information on or off
• Full-text from any source indicated in results
  linked across databases

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User Interface Comparison

• Current FS ECO
• Statistics online at institution and group level
• Turn full text and ILL link ON or OFF for all
  databases
• Holdings from CONSER record only

• New FS
• Also statistics online at subgroup level
• Control full-text and ILL access for all
  databases or by database
• Holdings from all records linked by ISSN include
  LDR data

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Expanded Access

• Full Z39.50 access to Electronic Collections
  Online journals
• Direct Article Access for electronic journals
• New text-based interface via Lynx replaces
  current text-only interface

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Database Re-indexing for Better Results

• Re-indexing all databases
• Address needs of users
• Facilitate cross-database searching
• Changes to WorldCat and other databases reflect
  suggestions from librarians, user groups,
  advisory groups, internal OCLC staff

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Beta Preview

• May 1999
• Access for library staff
• Try early interface changes
• Make decisions about new administrative options
• Begin planning promotion/instruction
• Date will be announced via FirstSearch-L, ECO-L,
  EPIC-L

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Beta Preview

• Web only
• Search http//newfirstsearch.oclc.org
• Administrative module
• http//newfirstsearch.oclc.org/admin
• Text-only access available at full release
• Logon with existing FirstSearch authorizations

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Beta Preview

• Billing active for per search accounts
• Free access will be provided (details TBA)

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Initial Beta Databases

• ABI/INFORM
• Business Dateline
• Dissertation Abstracts
• ECO
• NetFirst

• New York Times
• Newspaper Abstracts
• Periodical Abstracts
• Wilson Select
• WorldCat

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Key Beta Functionality

• Quick Start
• Database selection assistance
• Cross-database searching
• Limit by library
• Thesaurus for WorldCat (LCSH)
• ECO journal title browse
• Full text and holdings clearly indicated on
  results list

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Current Functionality Coming in August

• Search history
• ILL request form
• Browse index
• Marked records in results sets
• Subject/author hot links

• E-mail of records/full text
• Direct journal/database access
• IP address recognition, WebScript

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Availability of the New FirstSearch

• Full release August 1999
• All access directed to new service
• http//firstsearch.oclc.org continues
• http//newfirstsearch.oclc.org directed to new
  service
• Web, text-only, and Z39.50 access
• Exact date will be announced via FirstSearch-L,
  ECO-L, Z39.50FS-L

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Availability of the New FirstSearch

• Post full release features
• Per-article purchase from Electronic Collections
  Online journals (from participating publishers)
• LDR data linked to non-OCLC databases
• Other

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Planning for the New FirstSearch

• Administrative Module decisions
• Customize - if desired
• Set defaults
• Edit ILL request form
• Turn ILL and full text ON/OFF
• Control database access
• Plan electronic journal access
• Subscription
• Per-article

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Planning for the New FirstSearch

• Version 4.0 or higher World Wide Web browsers
  recommended
• Viewers
• Portable Document Format (PDF)
• Adobe Acrobat Reader 3.0
• CatchWord RealPage
• RealPage Instruction File (RIF) 2.10

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Library Preparation

• Z39.50 access
• New Configuration Guide on Web
• Revised database specifications on Web
• Z39.50 test server by late May

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Library Preparation

• WebScript
• Access via CGI scripts continues
• Recommend upgrade to at least version 1.98 when
  new service available
• Scripting assistance http//www.oclc.org/oclc/sof
  tware/fsauto.htm

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New FirstSearch Information

• FirstSearch-L and Z39.50FS-L
• Subscribe http//www.oclc.org/oclc/form
  s/fs-list.htm
• New FirstSearch Web page
• http//www.oclc.org/oclc/menu/fs_new.htm

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• Beta Release
• Sneak Preview

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Start a Search Session
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Find the Right Database(s)
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Select Database(s)
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Search Multiple Databases
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New Expert Search Mode
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Full Text and Your Librarys Holdings Upfront
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Links to Web Resources
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Pop-Up Help