ENTERPRISE SEARCHING, FACETS, AND FAQSPresented byJessie Goodwin and Jemma Hazen

How do patrons use our catalogs?

Type of Search

BrowseKeyword

eLibrary vs Enterprise• Main difference? Enterprise’s modern search engine,

offering relevant results for your patrons.

• Book river of eye catching new items.

• Place hold, Text this, Staff View (MARC) buttons placed better, easier to use

• “Find more on these topics” link gone

• Kids’ library gone—working on creating links to juvenile items

The Lingo: Rooms? Widgets?

Home Button

Book River or Carousel

Account Log In

Accordion

“Modal display”=pop-out display when patrons click

on the item

Searching• Modern search engine, more like Amazon--not authority driven,

not Boolean based

• “fuzzy” searching, “auto complete” as patrons type searches

• Advanced search for phrases, formats, include or exclude search terms

• Search targets vs. search limits

Targets

Limits

Faceted Searching

• Patrons limit searches using facets, which work as filters

• Might want to limit how many facets appear as options in the search results screen.

• Facets are only as good as our cataloging records.

• Known issue-problems with facets displaying from ALL MSC libraries instead of just your location

Format• From the 007 tag in the MARC record

• If there is no 007, it comes from position 06 in the leader in the MARC record

Author• From the 1XX main entry fields or the 7XX added entry fields in the MARC record

Library• From the call library in the Item record

Shelf Location• From Home Location in the Item record• Potentially confusing to

patrons• Consider suppressing or

moving to the bottom of the facets

Item Type• From Item Type in the Item record• Corresponds to “material

type” column in item details display

• Some libraries have relabeled to “Material Type”

• Consider suppressing as it describes circ rules and may be more general than Format

Subject• From the 6XX fields in the MARC record

Publication Date• Comes from the 008• Continuing resources behave differently

• Some displays come from the 260/264

Material Type• From Item Cat 1

• Consider suppressing as it duplicates information found in Format and Subject headings

Department or Audience• From Item Cat 2

Genre or Subject• From Item Cat 3

• Consider suppressing as it duplicates info found in Subject headings

Programs and Ratings• From Item Cat 4

• AR/Reading Counts/Lexile info and Movie Ratings can be found in this Item Cat

• Consider suppressing due to inconsistent usage

Fund or Origin (aka How Acquired)• From Item Cat 5

• Consider suppressing as this is predominantly used by staff and is not a patron concern

Award Notes• From tag 586 in the MARC record

Language• From the 008 in the MARC record

• If no 008, then comes from the 041

Advanced Searching

New Items

Sharing Group Member

My Account

Navigate with tabs

Patron Info

Name

My Account

Select all items and renew

Or select one at a time

Holds options

Holds options

Patron Lists

Making the Switch

• Video on Enterprise FAQs and Facets are available on the Montana State Library’s Vimeo page: https://vimeo.com/album/2157082

• Contact the MSC staff using the Support link. Put in a ticket with Help Topic “Enterprise” when you’re ready to switch.

• Watch for a customization form that will allow you to make selections on formatting. As soon as you are able to edit your own Enterprise page we will start training.

Try it out• Go to: http://tinyurl.com/EnterpriseMSC

• Click on your own library’s Enterprise page