Creating a Customized HIP for Reference Staff

1
Creating a Customized HIP for Reference Staff

• Phil Feilmeyer
• Hennepin County Library
• CODI 2005

2
Backdrop

• HIP 3.06a, Windows 2003
• Horizon 7.3.3
• HCL is a single library with 26 branches
• Each branch has a HIP profile, but they are
  essentially identical
• Decision-making aspects of customization are
  centralized
• Experience with XSLT, SQL, Web design/graphics,
  Web Application development
• Previous CODI presentations on customizing XSL
  stylesheets available at
• http//www.hclib.org/extranet and
  httpwww.hclib.org/extranet/MorePresentations.html

3
Backdrop

• Migration from Dynix with extensively customized
  HIP to Horizon, September 2004 to August 2005

4
Backdrop

• Evaluation of the client search interface
• Catalog interface much different for staff and
  public
• Team identified essential functionality for
  Reference Desk interface
• Blurry line between Ref and Circ Desk tasks
• Reduce introduction of bad data by untrained
  and/or creative staff
• Perceived reduction in level of customer service

5
Horizon Migration

• Evaluation of the client search interface
• Catalog interface much different for staff and
  public
• Team identified essential functionality for
  Reference Desk interface
• Blurry line between Ref and Circ Desk tasks
• Reduce introduction of bad data by untrained
  and/or creative staff
• Perceived reduction in level of customer service

6
Reference Desk Tasks not covered in HIP

• Searching/Display

7
Public Basic Search
8
Staff Basic Search
9
Item Details - Public
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Item Details - Staff
11
Update Item Status
12
Access to My Account
13
Access to My Account
14
Change pickup location
15
Change pickup location
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Separation of Staff and Public

• Each branch has two HIP profiles, one for public
  and one for staff
• Staff profile code same as public preceded by an
  underscore
• Public ap
• Staff _ap
• Staff profiles dont require a PIN
• Profile codes used to differentiate between Staff
  and Public in the XSL stylesheets
• Same XSL stylesheets used for both

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isStaffProfile

• In each of the root stylesheets
• ltxslvariable name"isStaffProfile"gt
• ltxslif test"starts-with(//profile,
  '_')"gttruelt/xslifgt
• lt/xslvariablegt
• To implement a difference between Staff and
  Public
• ltxslchoosegt
• ltxslwhen test"isStaffProfile 'true'"gt
• code for staff catalog
• lt/xslwhengt
• ltxslotherwisegt
• code for public catalog
• lt/xslotherwisegt
• lt/xslchoosegt

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Types of Customizations

• All require customizing the XSL stylesheet to
  change source HTML based on isStaffProfile
• Adding data elements to the XML using the HIP
  Admin tool
• Adding data elements NOT available through the
  Admin tool and XML
• Link to custom web applications that interact
  directly with Horizon database

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HIP Admin tool Item details
20
HIP Admin tool Item details
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HIP Admin XSL Customization

• lttdgt
• ltxslvalue-of select"status"/gt
• ltxslif test"isStaffProfile 'true'"gt
• ltbr/gt
• ltxslvalue-of select"status_set"/gt
• lt/xslifgt
• lt/tdgt

22
Data not available from the XML
23
Data not available from the XML
Borrower ID, but no barcode number in the XML
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Data not available from the XML

• Custom java function in the XSL Processor that
  pulls in content from a web page
• written by Casey Durfee, Seattle Public Library
• http//extranet.spl.org/rss-0.5.zip
• Instructions getURL.txt
• Code Utils.jar (in the optional folder)
• Create a custom web application to deliver the
  desired information
• Perl CGI and/or ColdFusion
• Use SQL to pull data from Horizon database

25
Data not available from the XML
getbbarcode.cfm

• ltcfparam name"borrowerID" default""gt
• ltcfquery datasource"Horizon_Staff"
  name"getbbarcode"gt
• select bbarcode from borrower_search_cf_view
• where borrower borrowerID
• lt/cfquerygt
• ltcfoutput query"getbbarcode"gtbbarcodelt/cfoutput
  gt

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Data not available from the XML
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Data not available from the XML
toolbar2.xsl

• lttdgt
• ltxslvalue-of select"//security/name"/gt
• ltxslif test"isStaffProfile 'true'"gt
• ltxslvariable name"url"gt
• http//hzapps8080/getbbarcode.cfm?borrowerI
  D
• ltxslvalue-of select"//security/patronid"/gt
  
• lt/xslvariablegt
• ltbr/gt
• ltxslvalue-of select"UtilsgetURL(url)"/gt
• lt/xslifgt
• lt/tdgt

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Data not available from the XML
Taking this technique to extremes getSummaryViewD
ata?bibID1099918locrd

• numRequests24checkedInhererefRent
• all509ref0bsx0onorder0reqData
• 491491onOrder0ldr06aldr07mdesc00desc01
  desc04fixed21 fixed23 URL
• niceTitleHarry Potter and the half-blood prince

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Data not available from the XML

• getSummaryViewData?bibID1099918locrd

numRequests24 checkedInhere copiesall509ref0
bsx0onorder0 reqData491491 onOrder0 ldr06a
ldr07m desc00 desc01 desc04 fixed21
fixed23 URL niceTitleHarry Potter and the
half-blood prince
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Link to Custom Web Applications

• Direct link via lta hrefgt
• Form submission via ltform actiongt

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Direct link via lta hrefgt
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Direct link via lta hrefgt

• getrequests.cfm?bib1088720

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Direct link via lta hrefgt

• getrequests.cfm
• ltcfparam name"bib" default""gt
• ltcfquery datasource"Horizon_Staff
  name"getHolds"gt
• SELECT FROM request
• WHERE bib bib and
• request_status not in (3,6)
• ORDER BY bib_queue_ord
• lt/cfquerygt

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Direct link via lta hrefgt

• fullnonmarcbib.xsl
• ltagt
• ltxslchoosegt
• ltxslwhen test"(requests gt 0) and
  (isStaffProfile 'true')"gt
• ltxslattribute name"class"gt
• ltxslvalue-of selectcss_small_bold_anchor"/
  gt
• lt/xslattributegt
• ltxslattribute name"href"gt
• http//hzapps8080/getrequests.cfm?bib
• ltxslvalue-of select"bibkey"/gt
• lt/xslattributegt
• lt/xslwhengt
• ltxslotherwisegt
• ltxslattribute name"class"gt
• ltxslvalue-of select"css_bold_black_font1"/gt
  
• lt/xslattributegt
• lt/xslotherwisegt
• lt/xslchoosegt
• Current Requests ltxslvalue-of
  select"requests"/gt

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Form submission via ltform actiongt
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Form submission via ltform actiongt
ltform nameipacgt code for regular HIP login
form lt/formgt
ltform nameNameToBarcodeLookup
actionhttp//hzapps8080/barcodeLookup.cfmgt
custom code for name keyword lookup
form lt/formgt
37
Security

• Separation of staff and public catalogs, helper
  services
• public, universally available
• staff, restricted to secure internal network
• separate HIP servers
• separate database users/permissions for custom
  applications

38
Security

• Authentication
• Staff Catalog cookie
• must be from a staff workstation with an internal
  IP address
• username/password
• Javascript added to the five root XSL stylesheets
  to check for the cookie
• Tests for cookie (onLoad)
• Pass, on to the catalog
• Fail, redirect to the public catalog

39
SQL Help

• Use Horizon client in debug mode to see the SQL
  used for a task
• Ctrl-Alt-Shift-D

40
SQL for Change Pickup Location

• 01-LCH.GUI
• 01-LCH.GUI Nov 6, 2005 063958
• 01-LCH.GUI Client version 7.3.200.14
• 01-LCH.GUI'HZDEBUG Comment, DbCommand
• 01-LCH.GUI'HZPHASE GENERAL
• 01-LCH.GUI begin tran
• 01-LCH.GUI select request, item, borrower,
  request_date, request_status, hold_exp_date,
  comment, on_hold_date, expire_date, fill_date,
  fill_location, pickup_location, reactivate_date,
  copy_request, timestamp / kludge / from request
  where request 402463 for browse
• 01-LCH.GUI update request set pickup_location
  "ap" where (bib 494574) and (bib_queue_ord
  5) and tsequal(timestamp, 0x00010000a62a5e95)
• 01-LCH.GUI select distinct table_name, keyCols
  convert (varchar (255), null), dbServerColsBkt
  convert (int, null) from synch_table where
  enabled 1 order by table_name
• 01-LCH.GUI commit tran

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Change Item Variables (CIV)
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Change Item Variables (CIV)
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Creating a Customized HIP for Reference Staff

• Phil Feilmeyer, Hennepin County Library
• http//www.hclib.org/extranet
• pfeilmeyer_at_hclib.org
• http//www.hclib.org/catalog
• CODI, November 2005