MetaLib and Your Resources

MetaLib and Your Resources

Objectives Understand Fundamental Concepts Learn to Configure and Activate CKB Resources Understand the MetaLib IRD Record Learn to Configure and Activate Non-CKB Resources Troubleshoot Resources 2

Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced-- in whole or in part-- without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, ALEPH 500, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations (the "Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information; even if advised of the possibility of such loss or damage. Ex Libris Ltd., 2009 3

Fundamental Concepts

Single Institution Model Installation MetaLib Institution Institution Portal Portal Portal 5

Consortia Model One Installation Installation MetaLib Institution Institution Institution Portal Portal Portal Portal Portal Portal 6

Vendors and MetaLib

Vendors with a Single Database Offering 8

Vendors with Multiple Database Offerings 9

MetaLib Search and Retrieval Query Results? User Interface 1. Record1 2. Record2 3. 4. 5. KnowledgeBase Resources 10

Resources and Results 1. Record1? 2. Record2 3. Record3 IRD Record Configuration Record Describes Resource Link to Native Interface Defines Search Target Provides Authentication Transforms Query Normalizes Results Creates OpenURL Defines Access Method Vendor Resource 11

Configuring CKB Resources

MetaLib Resources MetaLib resources comprise: primarily databases, citation and full-text searchable Web sites library OPACs e-journals image collections other electronic information sources 13

Configuring Resources Workflow (initial) Configure resources for searching and linking: 1. Activate the resource 2. Link to Native Interface modify as needed 3. Hostname:Port review configuration notes 4. Database code provided by CKB, when needed 5. Authentication enter user/password, if needed 14

Key IRD Fields

Configuring Resources Workflow (final) Configure resources for searching and linking: 1. Activate the resource 2. Link to Native Interface modify as needed 3. Hostname:Port review configuration notes 4. Database code provided by CKB, when needed 5. Authentication enter user/password, if needed Modify IRD record 1. Change descriptive fields as needed 2. See Key IRD Fields handout for suggestions 16

Configuring Non-CKB Resources

Configuring Non-CKB Resources Link-Only

Non-CKB Resources Link-Only 1. Create a new IRD i. Fill in Key IRD Fields ii. Save and exit Link-Only resources appear in the database list with a link to the native interface and can be added to Categories. They cannot be used for federated search. 19

Configuring Non-CKB Resources Z39.50 TEMPLATES

Example: USC Catalog (1) IRD Fields for Searching and Linking web link: hostname:port: database code: authentication: http://www.usc.edu/libraries/ library.usc.edu:2200 unicorn freely available, not needed (2) MetaLib Z39.50 TEMPLATE Configuration OPAC_UNICORN_TEMP 21

Non-CKB Resources Z39.50 1. Contact vendor for Z39.50 searching details hostname:port, database code, authentication 2. Find the correct Z39.50 TEMPLATE in the CKB. 3. Create a new IRD i. Fill in Key IRD Fields ii. Save and exit 4. Add a new configuration i. COPY: make a local copy of the TEMPLATE 5. Restart the Z39.50 Gate 22

Configuring Non-CKB Resources EXTERNALS

Non-CKB Resources HTTP 1. Create a new IRD i. Fill in the details ii. Save and exit 2. Write a search program to search the resource i. Simple searching? Try EXTERNAL_JUMP (Simple) ii. Programming required? Write a full EXTERNAL program 24

Troubleshooting Resources

Troubleshooting Resources Case One: This Resource Has Never Worked! Do other things from this vendor work? Is your password correct (back door vs front door)? Is IP registration of the MetaLib server required? Did you double-check the IRD? Have you read the Configuration Notes? Try our server-side testing tools (YAZ, MLWP) Contact the vendor, Ex Libris Support 26

Troubleshooting Resources Case Two: It Used to Work. It Stopped Working... Has anything else stopped working? Have you recently run a CKB Update? Have you made the necessary manual changes? Has your subscription lapsed? Has your firewall configuration changed? Contact the customer listserv, check in with the vendor, speak to Ex Libris Support 27

Documentation

Documentation Get much more information via the Ex Libris Documentation Center through the URL shown here http://www.exlibrisgroup.com/docportal/ Of particular note are the following sections of the Resource Management Guide MetaLib KnowledgeBases IRD Record Global Updates Configuration Records CKB Updates YAZ Client Standard Search Syntax 29

Thank You!