Transcript ALEPH version 18

South Dakota Library Network
MetaLib Management Basics
Updating Resources
South Dakota Library Network
1200 University, Unit 9672
Spearfish, SD 57799
www.sdln.net
© South Dakota Library Network, 2012
©Ex Libris (USA), 2011
Modified for SDLN
Version 4.x
Updating Resources
The Knowledge Base
IRD Record
Configuration Record
Describes Resource
Links to Native Interface
Transforms Query
Normalizes Results
Creates Open URL
Defines Search Target
Provides Authentication
Defines Access Method
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IRD fields for Searching and Linking
Change IRD Fields for Searching and Linking:
•Activate the resource
•Link to the Native Interface – change if needed
•Hostname:port – check against the Configuration Notes (?)
•Database code – provided by CKB (when needed)
•Authentication – enter your username/password (if needed)
Change Descriptive IRD fields:
•Modify the IRD record as needed for your users
•See “Key IRD Fields” (slides 19 & 20) for suggestions
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Authentication
Subscription resources require authentication to search
•Authentication for MetaLib may be different than usual
•Z39 and XML gateways can require username/password
•IP registration = IP of MetaLib server, not user terminal
•Subscription resources may search “new” locations
•Z39 = searches Z39 server (not web)
•WEBCONFIG_XML = searches XML gateway (not homepage)
•“Free” MetaLib resources do not require authentication
•IP authentication may be needed to reach full text
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Working with Existing Resources
Existing Resource:
•Log into Management Interface
•In the Main Menu, select Find Resource
•Search for existing resource
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Login to Metalib Management Interface:
http://metalib.sdln.net/M
Choose Find a Resource
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Search for Resources
Search for a resource, example: Inactive resources, published by
EBSCO, any words: Library Abstracts
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Search Results
Results of search: 7 resources, choose resource to work with:
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Resource List
Resource to review/update: Library, Information Science &
Technology Abstracts
In the Resource List
Change the Status from I (inactive) to A (active) or T (testing) to
activate resource in the user interface
Click ?
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? Information Regarding Resources
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Individual IRD Subscription
Go to an individual IRD by selecting S (subscription) in the
IRD Action column
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IRD Fields to Add/Edit
In the IRD
•Add Link to Native Interface URL
When the name of the resource appears in the user interface, this
is its hyperlink
•Add Hostname:port information
This is where MetaLib sends the federated search request to
•Add Database Code if necessary
Vendors with multiple resources on the same server will usually
have a database code to differentiate between their databases
•Add Authentication if necessary
Some vendors require a username/password, while others will
rely on IP authentication
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Subscription Tab
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User Interface
In the User Interface
•Test resource in the user interface
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User Interface
Search the database in the user interface:
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User Interface
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Troubleshooting Non-Working Resources
Case One: It Never Worked.
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Do other things from this vendor work?
Is your password correct?
Did you register your IP for federated search access?
Did you double-check the IRD?
Have you read the Configuration Notes?
Contact SDLN, the vendor
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Troubleshooting Non-Working Resources
Case Two: It Used to Work. It Stopped.
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Has anything else stopped working?
Have you run a CKB Update?
Have you made the “Manual changes needed”?
Has your subscription lapsed?
Did you change your firewall?
Contact SDLN, the vendor
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Key IRD Fields
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Key IRD Fields
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