south dakota library network metalib management basics updating resources south dakota library...

South Dakota Library Network

MetaLib Management BasicsUpdating Resources

South Dakota Library Network1200 University, Unit 9672Spearfish, SD 57799www.sdln.net

© South Dakota Library Network, 2012©Ex Libris (USA), 2011Modified for SDLNVersion 4.x

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Updating Resources The Knowledge Base

IRD Record

Describes ResourceLinks to Native Interface

Defines Search TargetProvides Authentication

Configuration Record

Transforms QueryNormalizes ResultsCreates Open URL

Defines Access Method

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Updating Resources

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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Updating Resources

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

Updating Resources

Working with Existing Resources

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Existing Resource:•Log into Management Interface•In the Main Menu, select Find Resource•Search for existing resource

Updating ResourcesLogin to Metalib Management Interface:

http://metalib.sdln.net/M

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Choose Find a Resource

Updating ResourcesSearch for Resources

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Search for a resource, example: Inactive resources, published by EBSCO, any words: Library Abstracts

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Search Results

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Results of search: 7 resources, choose resource to work with:

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Resource List

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Resource to review/update: Library, Information Science & Technology Abstracts

Click ?

In the Resource ListChange the Status from I (inactive) to A (active) or T (testing) to activate resource in the user interface

Updating Resources? Information Regarding Resources

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Updating ResourcesIndividual IRD Subscription

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Go to an individual IRD by selecting S (subscription) in the IRD Action column

Updating Resources

IRD Fields to Add/Edit

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In the IRD•Add Link to Native Interface URL When the name of the resource appears in the user interface, thisis 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 usuallyhave 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

Updating Resources

Subscription Tab

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User Interface

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In the User Interface•Test resource in the user interface

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User Interface

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Search the database in the user interface:

Updating Resources

User Interface

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Updating ResourcesTroubleshooting Non-Working ResourcesCase One: It Never Worked.

• 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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Updating ResoucesTroubleshooting Non-Working ResourcesCase Two: It Used to Work. It Stopped.

• 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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Updating Resources

Key IRD Fields

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Updating Resources

Key IRD Fields

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