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OCLC Z3950 Cataloging Service (Set up) Steps to set-up Z3950

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OCLC Z3950 Cataloging Service (Set up) Steps to set-up Z3950 Powered By Docstoc
					OCLC Z39.50 Cataloging Service (Set up)
Setting up access to a Z39.50 database involves two general steps: 1. 2. Entering parameters to connect to the machine on which the server is mounted (Worldcat) Entering parameters to search specific databases offered by the server (Worldcat)

Both of these tasks are performed with the Z > Z39.50 server file option. When you select this option, a menu displays that lists the Z39.50 servers that are already contained in your Z39.50 Server file. For example: (on III )

Z39.50 SERVERS 1 > RLIN 2 > OCLC FirstSearch Databases 3 > Univ. of Calif. MELVYL system 4 > Univ. Wisconsin-Madison (NLC code) 5 > Indiana Univ (NOTIS) 6 > Penn State University 7 > CARL Systems 8 > Library of Congress 9 > Access OCLC Cataloguing __________________________________________________________________________ Select server to edit or A > ADD server Z > Z39.50 Server Q > QUIT D > DELETE server M > MOVE line
When the Z39.50 client program is installed on your system by Innovative, a number of example servers and databases will be entered into the Z39.50 Server file by Innovative staff

Steps to set-up Z39.50 server file for Z39.50 Step 1
From main menu: A > Additional system functions A > Alter system parameters L > Login names and passwords Z > Z39.50 server file
[With the Z39.50 client program (product code 201B), your staff and patrons can access library databases (both from Innovative and other vendors) and perform searches using the Z39.50 protocol. If your library has acquired the Z39.50 client program, you use the Z39.50 Server file to specify the remote Z39.50 servers to which your library's Z39.50 clients can connect and the search attributes that the remote Z39.50 servers recognize]

Step 2
Choose A > ADD SERVER Select server to edit or A > ADD server Z > Z39.50 Server D > DELETE server M > MOVE line Q > QUIT

For each Z39.50 server listed in this file, the following must be specified:

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• • • • • •

The IP address and port of the machine on which the Z39.50 server is running The database(s) mounted on the server that users can access The passwords and authentication codes required for connection by the remote Z39.50 server The name that displays to your users describing the remote database The indexes that can be searched on the remote Z39.50 server and the search attributes used to query these indexes Whether or not users can request items retrieved during a search of a remote Z39.50 database that belongs to another Innovative library

Input : SERVER INFORMATION

Internal code for server:

OCLCCAT Enter a unique name for each Z39.50 server in the Z39.50 Server file. This name is used internally by the system to identify the server and can have a maximum of ten characters. OCLC Worldcat This is the name that appears in the list of Z39.50 servers that is presented to users of the Z39.50 client program. Enter a name (up to 50 characters) that describes the server

Display name for server:

IP address of server:

zcat.oclc.org Enter the IP address (e.g., 10.20.30.40) or name (e.g.,
lib.state.edu) of the machine on which the Z39.50 server is mounted. This will be provided to you by the administrators of the Z39.50 server for which you are adding this entry. A maximum of 30 characters may be entered here. ()

Port:

210

Enter the number of the port to which Z39.50 connections are made with the machine on which the Z39.50 server is mounted. This will be provided to you by the administrators of the Z39.50 server for which you are adding this entry. Typically, this is port 210.

Authentication/Password:

Your oclc login/password If the remote Z39.50 server requires an ID and password, enter them here. This will be provided to you by the administrators of the Z39.50 server for which you are adding this entry. The ID is entered first, followed by a forward slash, and then the password (e.g., 111697/swordfish). A maximum of 50 characters may be entered here. - Leave blank
If your library requires character set translation or plans to search databases that require character set translation, use this optional setting to specify the diacritic mapping file through which the system translates the search argument and the search results. To acquire additional diacritic mapping files, contact Innovative. Innovative provides some mapping files free of charge and some as an added-cost feature.

Character Set:

Enable SCAN Facility?

This setting determines whether the system offers a browse screen of nearby entries. If the host server supports the scan facility and the database does not contain an exact match for the search criteria. If the remote server belongs to an Innovative system, the browse screen will also indicate the number of entries filed under each heading in the server's database. The default setting, N, indicates that the system will not offer a browse screen. Enter Y to specify that the system offer a browse screen.

*

After entering this data, the system displays a screen similar to the following:

SERVER INFORMATION 1 > Innopac Code for Server:

OCLCCAT

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2 > Name to Display to Public: OCLC Worldcat 3 > IP address: zcat.oclc.org 4 > Port: 210 5 > Authentication/Password: 100-xxx-xxx/flag(use oclc login & password) 6 > Character Set: 7 > Enable SCAN Facility? NO __________________________________________________________________________ Key a number or Q > QUIT Choose one (1-7,Q)

Step 3
Choose A > ADD database

After entering the server data, the system displays the following screen :

SERVER – OCLCCAT 1 > OCLC WorldCat __________________________________________________________________________ Select database to edit or E > Edit server information D > DELETE database Q > QUIT A > ADD database M > MOVE line

Choose one (1-1,E,A,D,M,Q)

To view or edit the server information you just entered, select the E > Edit server information option. To edit an existing server entry, key the entry's number in the list. To add a server to the list, key A>Add a Server to the Z39.50 Server File. To add a database to a server already on the list, key Adding a Database to the Z39.50 Server File. To change whether your Z39.50 server (if your library has acquired the Z39.50 Server program) uses the ISO Latin-1 character set and enforces attribute checking, see Z > Z39.50 Server.

SERVER -: DATABASE 1 > Code for database:

OLUCWorldcat

This code, also referred to as "Server's Name for Database," identifies each of the databases available on the server and must be unique. It will be provided to you by the administrators of the Z39.50 server for which you are adding this entry. A maximum of 61 characters can be entered]

2 > Display name for database: Worldcat 3 > Type of query:
1 [This controls the nature of requests sent to the server. At present, the Innovative
Z39.50 client program supports only query type 1. Accept the presented default value by pressing <RETURN>]

4 > Data Format: 5 > Type Of Updating

MARC 21 OCLC

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1 2 3 4 5 > > > > >

After entering the data for the database, the system displays a screen similar to the following:

SERVER -: OLUCWorldcat DATABASE - Worldcat Code for database: OLUCWorldcat Display name for database: Worldcat Type of query: 1 Data Format: MARC 21 Type Of Updating OCLC Searches allowed:

__________________________________________________________________________ Key a number or A > ADD new type of search Q > QUIT E > EDIT information on search menu │Choose one (1-5,A,E,Q)

Step 4
Choose A > ADD new type of search Search tag: t Search name: TITLE CHANGE SEARCH ATTRIBUTES FOR 'TITLE(t)' SEARCH: 1 2 3 4 5 6 > > > > > > Use Field Relation Position Structure Truncate Completeness 0 3 1 6 1 1 Equal First in field Word list Right truncation Incomplete subfield

__________________________________________________________________________ Select type of attribute or N > NEW search tag E > EDIT examples + > ADDITIONAL options C > CHANGE search name Q > QUIT Choose one (1-6,N,C,E,Q,R,+) Search tag: a Search name: AUTHOR CHANGE SEARCH ATTRIBUTES FOR 'AUTHOR(a)' SEARCH: 1 2 3 4 5 6 > > > > > > Use Field Relation Position Structure Truncate Completeness 0 3 Equal 1 First in field 6 Word list Right truncation Incomplete subfield

1 1

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__________________________________________________________________________ Select type of attribute or N > NEW search tag E > EDIT examples + > ADDITIONAL options C > CHANGE search name Q > QUIT Choose one (1-6,N,C,E,Q,R,+)

*Step 5
Complete the search tags as follows: Searches 06 > 07 > 08 > 09 > 10 > 11 > 12 > 13 > 14 > 15 > 16 > 17 > 18 > 19 > 20 > 21 > 22 > allowed: Author (Wordlist) (a): Author (Word) (b): Author (Phrase) (l): Title (Wordlist) (t): Title (Word) (u): Title (Phrase) (v): Subject (Wordlist) (d): Subject (Word) (e): Subject (Phrase) (f): Series (Word) (s): Series (Phrase) (r): ISBN (j): ISSN (i): Music No (m): Dewey No (c): LC Class No (k): oclc_num (o): 1:17, 1:18, 1:19, 1:21, 2:3, 2:3, 2:3, 2:3, 3:3, 3:3, 3:3, 3:3, 4:1, 4:1, 4:1, 4:1, 1:1003, 2:3, 3:3, 4:6, 5:100, 6:1 1:1003, 2:3, 3:3, 4:2, 5:100, 6:1 1:1003, 2:3, 3:3, 4:1, 5:1, 6:1 1:4, 2:3, 3:3, 4:6, 5:100, 6:1 1:4, 2:3, 3:3, 4:2, 5:100, 6:1 1:4, 2:3, 3:3, 4:1, 5:1, 6:1 1:21, 2:3, 3:3, 4:6, 5:100, 6:1 1:21, 2:3, 3:3, 4:2, 5:100, 6:1 1:21, 2:3, 3:3, 4:1, 5:1, 6:1 1:5, 2:3, 3:3, 4:2, 5:100, 6:1 1:5, 2:3, 3:3, 4:1, 5:1, 6:1 1:7, 2:3, 3:3, 4:2, 5:100, 6:1 1:8, 2:3, 3:3, 4:2, 5:100, 6:1 1:51, 2:3, 3:3, 4:1, 5:100, 6:1 1:13, 2:3, 3:3, 4:1, 5:1, 6:1 1:16, 2:3, 3:3, 4:2, 5:100, 6:1 1:1211, 2:3, 3:1, 4:2, 5:100, 6:3 5:100, 5:100, 5:100, 5:100, 6:1 6:1 6:1 6:1

Other: NLM (c): NAL (c): MOS (c): MESH (d):

Step 6
Quit and Save changes SERVER - Access OCLC Cataloguing 1 > WorldCat Save changes? (y/n)y

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Description: OCLC Z3950 Cataloging Service (Set up) Steps to set-up Z3950