the web enhancement forums gabriele popp, royal botanic gardens, kew euug, university of bath,...
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The Web Enhancement Forums
Gabriele Popp,
Royal Botanic Gardens, Kew
EUUG, University of Bath, September 2003
Why this presentation?
Libraries changeOur demands on Unicorn changeSystem needs to change with us/for usSirsi constantly develops system
How can we influence this change and make sure that our voices are heard as part of the system development process?
What am I going to talk about
Sirsi Perspective (from Unicorn Enhancement Process by Berit Nelson &
Karen Albright, Sirsi Super Conference, March 2003)
Web Forums as part of enhancement process
How the Forums workHow to use themLive demo session
What drives development of Unicorn
Prospective customers, i.e. Sales
Industry-identified needs, e.g. standards organizations, advances in technology
Custom programs
and Web Enhancement Forums.
Interaction between Sirsi and Customers
1 - 1: Individual customers and Sirsi Sales and other meetings Helpdesk calls
more to 1: Customer groups and Sirsi User Groups Webforums
Forum cycle
Sirsi Corp: Site and software managementUser groups: Decide what forums they wantCustomer volunteers: Moderate forums, i.e.
coordinate discussions and turn suggestions into enhancement requests
Sirsi & Moderators: Discuss enhancement requests
Sirsi: Implement or reject enhancements
The Forums
16 Specific Discussion Groups on:
Functionality, e.g. Acquisitions, Reports, orSoftware components, e.g. iLink, Hyperion
Each group has 2 forums: a General Discussion Forum and an Enhancement Forum
Forum Moderators
Acquisitions: Su Cleyle, Memorial University Cataloging: Gary Charbonneau, Indiana University Circulation: Sylvie Szafranski, Martin County Library
System iBistro/iLink: Janet Young, Hurst Public Library Reports: Spencer Anspach, Indiana University Serials: Mark McCallon, Abilene Christian University System Administration: Holly Gordon, Texas State
Library Z39.50: Slavko Manojlovich, Memorial University
Discussions
Customer enters suggestion and starts discussion, which may reveal what you want to do is achievable available in later version of Unicorn has already been done by somebody else can be done in another way is a unique problem specific to your own site!
If it is something many other users support, it will be moved to enhancement forum
Polling
Moderator reformulates the suggestion (sometimes with clarifications)
Turns it into an enhancement requestPuts it up for a voteYou can vote
Yes (with weighting of high, medium or low importance)
No and add comments
Review process
Sirsi review requests on a periodic basis (currently ca. once a year)
Requests are ranked by the number of ‘Yes’ votesSirsi posts response back to forum saying which
features will be added and for which release an item is scheduled
Sirsi update existing suggestions when the feature has been implemented
or explain why an enhancement request has been rejected.
Why some don’t make it
Enhancements get refused by Sirsi, ifthere is an easier way to accomplish requested
capabilitychange that is requested would “undo” previously
balloted changeforum comments indicate as many negative
ramifications as positive there are several “no” votesthe request isn’t possible in the current
development platform, but may still become available in the future.
Example from System Admin list (Holly Gordon, List Moderator)
To turn a suggestion into an enhancement, it should have about 5 support messages
Once it reaches clear consensus, it is put to vote
Message sent to the list that an enhancement is up for vote
Once or twice a year Sirsi and her go over status of enhancement requests
Then...
Sirsi say how many new enhancements they can take
Holly picks most popular ones and posts shortlist to the list for comment
Shortlist sent to SirsiSirsi respond on what they can and cannot do,
and by whenResults and status gets reported at UUGI
Forum success stories
Acquisitions ISBN validation (2004)
Circulation Sort checkout displays by due date or title
(2004)
OPAC Save items to iBistro/iLink “shopping cart” for
entire session (2003)
More Successes ...
Reports Delete reports as a group (2004) Schedule reports on a yearly basis (2002)
Serials Sort checkins on “expected” and “received”
tabs in ascending/descending order (2004)
System Administration ALLTools toolbar (2002)
How to take part
Sirsi assigns one root user id and password for each new customer, usually to the System administrator = Super User
Root login can Create, edit and remove users, and change their password
Super User signs up staff at their own site
NB Super User needs to create own personalized user id to participate in forums
Access control
User logins controlAccess to customer pages or “Client Care”,
for release notes, etc.Subscriptions to SirsiTalk listsRegistration to participate in Web Forums
Passwords
System automatically creates temporary password as part of user registration
On first login user will be prompted to change password
Password must be at least 6 characters long and can’t be a dictionary word
Password will automatically expire every three months
Who to contact
If you are System administrator for your site, contact
Sirsi Corp: email forummaster@sirsi.comSirsi UK: Steve Fletcher at
stevef@sirsi.co.uk
If you are not the root user yourselfSpeak to your System Administrator
Sirsi communities
Once registered you can participate in
Sirsi Talk lists
Special Interest Groups (SIGs)
Web forums
Specific discussion groups
Sirsi Talk lists (currently 20) based around
Functionality, e.g. Acquisitions, Cataloguing, System Administration, or
Special Interest Groups, e.g. Law, Public or Special Libraries
Where to go for what
Urgent questions or need for immediate response to a problem => Go to lists
New features and improvements => Relevant General Discussion Forum
Requests for enhancements => Relevant Enhancement Forum
How to use the forums
Create a new postReply to a postView a threadVoteView polling resultsSearch through previous discussions
User features
Edit your profile, e.g. create signature, change display
Subscribe to receive forum summaries by email
How to find them
Forums can be found under Client Care at Sirsi Corp website
http://www.sirsi.com/uhtbin/custinfo
When you get back
Find out or renew your root passwordGet your Super User to create your loginSet-up email noticesLook at the enhancements and VOTE!!!
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