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South Dakota Library Network MetaLib Management Basics 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

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Page 1: South Dakota Library Network MetaLib Management Basics South Dakota Library Network 1200 University, Unit 9672 Spearfish, SD 57799  © South

South Dakota Library Network

MetaLib Management Basics

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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MetaLib Mgmt

MetaLib Central Concepts

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Library Portal MetaLib is a library portal that provides access to the full spectrum of resources available to the institution. MetaLib is powered by the Universal Gateway, which enables the user to search in resources with different search and communication protocols as well as diversedata formats. Search results retrieved from remote resources are then displayed to users in a uniform way. Resources that cannot be searched via the Universal Gateway can be linked to directly. Some resources are searched via MetaLib’s search interface but the search results are displayed in the native interface.

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MetaLib MgmtMetaLib Central Concepts

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Metalib KnowledgeBase

MetaLib has a KnowledgeBase that holds technical and descriptive data for the resources accessed via MetaLib. Each resource in the KnowledgeBase has one or more of these types of records: •An Information Resource Description record (IRD) with subscription and description data. The IRD is the only mandatory record and, alone, is the basis for a Link Resource that can be located and linked-to via the MetaLib portal •A configuration record containing “rules” for searching resources, for retrieving records from resources, and for parsing records to construct the OpenURL (the latter two not being applicable for Search&Link configurations) •External programs and configuration tables

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MetaLib Mgmt

MetaLib Central Concepts

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The Central KnowledgeBase (CKB)

Ex Libris maintains a Central KnowledgeBase (CKB) of resources (databases, library OPACs, Web sites, subject gateways, etc.).

Every MetaLib installation includes a copy of the CKB that serves as the basis for creating a Local KnowledgeBase.

SDLN performs a regular CKB update by downloading from a Central CKB Server that includes new and updated resources.

The CKB is not modified locally.

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MetaLib Mgmt

MetaLib Central Concepts

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Local KnowledgeBase

Each institution needs to localize its own IRD records by adding data that is specific to a subscription, such as a library’s username/password. A first step is localizing the local copy of the IRD and then activating the resource.

Ex Libris’ Central KnowledgeBase Service maintains configuration records of resources in the CKB. These configurations contain the “rules” for searching resources, for retrieving records and for parsing records to construct the OpenURL. Configuration records, external programs and configuration tables created locally are maintained locally.

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MetaLib Mgmt

MetaLib Resources

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MetaLib resources are primarily databases, searchable Web sites and library OPACs. Resources in MetaLib can also be e-Journals, image collections, and other electronic information sources. The resources fall into three categories: •MetaLib Link-Only ResourcesThese resources can only be linked to directly and searched using the information provider’s interface, the “native interface”. They cannot be searched via MetaLib’s interface. •MetaLib Search & View Resources These resources can be searched and their results viewed via MetaLib’s interface. The resources can also be linked to directly. •MetaLib Search & Link Resources These resources can be searched via MetaLib’s interface, but the results of the search are displayed in the native interface.

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MetaLib Mgmt

MetaLib Management Interface

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Resources are cataloged and configured in the Web-based management interface (also referred to as the /M interface).

To access the management interface:

In a Web browser, enter the MetaLib URL followed by a /M, as follows:

http://hermes.sdln.net/M

Enter your User ID and Password and then click Submit.

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MetaLib Mgmt

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MetaLib Management Interface

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MetaLib Mgmt

MetaLib Management Interface

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The first step is to catalog the IRD record. Once the IRD record has been cataloged, you can create the configuration record or link the IRD record to an existing configuration record.

The following options are available from the main menu of the MetaLib Management interface:

• Find a Resource

• Browse List of Resources

• Add a New Resource

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MetaLib Mgmt

Find a Resource

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Use this function to locate resources for update purposes or to search for a resource to copy. Note that queries can be truncated with the use of a question mark or an asterisk (for example, chem?).

The following IRD fields can be used to filter the FIND query: Resource Status, Institution, Secondary Affiliation

Several IRD/configuration fields can be searched, including: Resource Name, Resource ID, Configuration Code, Resource Type, Publisher, Creator, Any words (searches all resource names, resource type, keywords, languages, description), Free/By Subscription, Country,NEW Resources Date, NEW Resources User Group Filter, Library System,MetaIndex Resource, System Number, Configuration (searches for access method, record type, format conversion program, incoming and outgoing character conversion, direct link type, and holdings method.

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MetaLib Mgmt

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MetaLib Management Interface

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MetaLib Mgmt

Browse List of Resources

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This function enables a browse list of resources by full name. The results of this search displays in the same list format as that produced by a Find a Resource function.

You can filter the browse list of resources by institution and by resource status. By default, the list will display only active resources that belong to the institution or group to which the administrator belongs (as defined in the ./dat01/tab/tab_groups table).

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MetaLib Mgmt

Add a New Resource

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This option will display a blank IRD cataloging form for adding a new resource.

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MetaLib MgmtResource List

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Resources located by the Find and Browse functions are displayed in a Resource List. The list displays the following functions and basic information about the resource:

•IRD Action – action buttons to edit, copy, or delete a resource as well as a link to the resource’s configuration notes, search hints and release notes •Resource Name – the full name of the resource •Resource ID – the ID number of the resource •Status – Active/Inactive/Testing. The status can be updated by clicking the appropriate radio button •Configuration Code – the code of the MetaLib resource configuration that is attached to the IRD •Access Method – the type of configuration •Config Action – action buttons to add/create, delete, edit or link to a resource configuration

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MetaLib Mgmt

Resource List

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MetaLib MgmtIRD Actions

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From this list, you can access both the IRD record and the configuration record by using the “action buttons”. The IRD action buttons are on the left-hand side and the configuration record action buttons are on the right-hand side. The following actions are available: ? Access the Notes Resource Configuration Notes, Search Hints for the User and Release Notes (CKB) come from the CKB IRD and may not be edited. A local version of the Search Hints may be copied and edited locally. S Edit (update) the IRD’s Subscription information P Edit (update) the IRD’s Presentation information T Use this IRD as a Template. Clicking on the <T> icon will createa copy of the IRD (excluding subscription information and the Source ID). Important: Do not use the Template copy to create a new IRD for the same resource in a different institution; use the “Replicate” feature instead. D Delete the IRD.

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MetaLib Mgmt

Configuration Record Actions

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If there is a configuration record and the /M user is authorized to update it, the following action buttons will be visible and active:

E Edit (update) the configuration record D Delete the configuration record Users authorized to edit the IRD, but not authorized to update the configuration record will see only the following: V View the configuration record D Delete the link to the configuration record If there is no configuration record linked to the IRD record an option to add a configuration will display: A Add a new configuration or link the IRD to an existing configuration

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MetaLib Mgmt

IRD Replicate

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The Replicate function is used mainly by consortia. It will copy IRD(s) to different institutions on the same MetaLib server. In a consortium with central administration, this tool may be used to create IRDs centrally and then copy them to each of the member libraries.

Important! This type of copy retains the Source ID and should only be used to copy IRDs when the copied IRD and the new IRD are the same resource. To use an IRD as a “template” (i.e. using a similar IRD for a different resource), use the Template copy.

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MetaLib Mgmt

IRD Replicate

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•Select the IRD(s) to be copied. Search for IRDs using <Find Resources>. Note that each of the resources in the result list has a selection box in the left-hand column. To refine the list of IRDs to be edited, deselect or select resources in the list, as appropriate. At the top of the column is a <Deselect All> and/or <Select All> option, as relevant.

•Replicate Select the <Replicate> button. The Replicate IRDs screen shows the institution(s) to which the administrator has the authority to add resources. Optionally, enter the Status and enter Authentication data, which will be applied to the newly created IRDs. If an e-mail address is entered, an e-mail will be sent when the replication process is complete.

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MetaLib MgmtGlobal Updates

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The Global Update feature is used to make a change to more than one IRD at the same time.

EXAMPLE #1: Global Updates may be used to change all of the "Free" resources in a MetaLib system to Active status. EXAMPLE #2: Global Updates may be used to populate the Authentication field for all resources from a specific provider. EXAMPLE #3: If an information vendor’s Z39.50 server is temporarily unavailable, Global Updates may be used to deactivate the link between IRDs and Configurations for all resources from that provider, effectively making them “Link Only” resources temporarily. Consortia with central administration may use Global Updates to change all IRDs for a specific resource or group of resources across institutions.

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MetaLib Mgmt

Applying Global Updates

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The first step is to select the resources that need to be changed. This is done using the <Find Resources> function. Note that the resources in the result list each have a selection box in the left-hand column. To refine the list of IRDs to be edited, deselect or select resources in the list, as appropriate. At the top of the column is a <Deselect All> and/or <Select All> option, as relevant.

Note: The default for the <Find Resources> function is to search for IRDs the validated /M user has the authority to edit. If the default search is changed to find IRDs that the current /M user does not have authorization to edit, those IRDs will be blocked by the Global Updates function.

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MetaLib Mgmt

Global Updates

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Select type of global update:Each Global Update is made on a specific IRD field. The list of fields thatmay be edited using the Global Updates is found in the drop-down menu under -- Select type of update --

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MetaLib Mgmt

Global Updates

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Choose Expand or Collapse

Expand will list each IRD on its own line in the Global Update screen. Collapse will de-duplicate IRDs if the field being changed is identical.

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MetaLib MgmtGlobal Update Screen

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The Global Update screen presents the existing data from the IRDs that were selected on the previous screen and the relevant choices for changing that data. Only the selected resources are shown in the Global Update screen.

To go back to the previous screen to select/deselect resources, choose <Resource List>.

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MetaLib Mgmt

Global Update Screen

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Enter the data and select <Submit> on the relevant line. The system will respond with a message “Changing…” and then “Finished Change.”

Some Global Updates contain a “Change All” option, which may be used as an alternative to entering data on each line.

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MetaLib Mgmt

Information Resources Database Record

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The IRD record cataloging form is arranged in tabs. The following buttons appear at the bottom of each tab:

Next Tab – Move to the next tab. Clicking on a tab will “open” or move the user to the relevant tab Movement to another tab from the Basic Information tab is not permitted unless the mandatory fields have been filled in. Moving from tab to tab will submit, and save, the data in the form. Save – Save the form after editing and remain on the same tab Save & Exit – Save the form and exit back to the Resource List Resource List – Go to the Resource List resulting from the last Find Resource query. Changes are not saved Main Menu – Return to the main menu Delete – Delete the IRD

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MetaLib Mgmt

Information Resources Database Record

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The following system-assigned information appears above the buttons: Resource ID – System-assigned unique identifier for the IRD consisting of the local prefix plus a number Source ID – Links the IRD to the corresponding CKB IRD Original ID – The Resource ID from the system where the record was originally created Sysno – System Number - Internal system-assigned identifier

An IRD record is created when a user selects the Add a New IRD option and the action cannot be cancelled. If an IRD record is added or copied but should not be retained, the Management user must delete it manually.

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MetaLib Mgmt

Information Resources Database Record

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Buttons at bottom of tabs Info above buttons

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MetaLib Mgmt

IRD Record Fields – Subscription Tab

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The following fields appear in the Information Resource Description record. In the interface, fields that are mandatory are labeled with an asterisk. In order to avoid duplication, certain fields in the IRD are automatically copied to the resource configuration files. These fields are noted below. Note: Do not enter double quotes (“) in the cataloging form. Use single quotes (‘) instead. Subscription Tab The Subscription Tab contains fields necessary to locate and link to the resource. Full Name (Mandatory) This is the title or full name of the resource.

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IRD Record Fields – Subscription Tab

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Display Name (Mandatory) This is the brief title or name of the resource. This is the name that is displayed in the User Interface. Note: Only the first 40 characters entered in this field will be displayed in MetaLib’s User Interface results table view.

Institution, Secondary Affiliation & IP Filter These three fields are used for authorizing access to resources. In brief, the system will filter access to resources based on the affiliation of the user and the affiliation of the resource. Users and resources must be affiliated with an institution and optionally a secondary affiliation, typically a user group, if applicable. The IP filter provides an additional level of authorization, if needed.

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MetaLib Mgmt

IRD Record Fields – Subscription Tab

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Institution (Mandatory) Every IRD record must belong to a specific institution. This determines which users (both in the KB Admin interface and in the User Interface) have access to the IRD. Secondary Affiliation IRD records may have one or more secondary affiliations or user groups. Enter multiple user groups separated by a comma with no spaces in between. Secondary Affiliations must be in uppercase. Display a list of secondary affiliations by clicking the link next to the field. Enter “GUEST” for resources that should be made available to all users, including members of the general public.

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MetaLib Mgmt

IRD Record Fields – Subscription Tab

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IP Filter In addition to ‘institution’ and ‘secondary affiliation’, resources may also be filtered by IP range, when access to a resource is determined by IP. The institution’s agreement with the vendor may stipulate that a resource must be accessed only from within the IP range of the institution. This means that if a user logs in from outside the IP range, he will not be able to access the resource, even though he is affiliated with the correct institution.

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IRD Record Fields – Subscription Tab

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Configuration Code The configuration code is the code of the linked configuration record. This field appears in the IRD but cannot be updated from within the IRD. Clicking on the configuration code takes you to the configuration record. The link between the IRD record and the configuration code is created from the resource list by clicking the A (or <Add>) button in the Config Action column.

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IRD Record Fields – Subscription Tab

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Free/By SubscriptionThis field indicates whether the resource provides a free search interface or requires a subscription.

Link to Native Interface URL Enter the URL of the resource to link to the native interface. To test the URL, click on the arrow icon after saving the IRD to open a new browser window using the Link to Native Interface URL.

Proxy Server Flag and Search Proxy Server FlagThe Proxy Server Flag determines whether or not to use a proxy server when the user links to the native interface of the resource. The Search Proxy Server Flag determines whether or not to use a proxy server when the user performs a search in the resource, including when the user links to the native interface of the resource.

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MetaLib Mgmt

IRD Record Fields – Subscription Tab

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Hostname: PortThis is the address and port number of the server that MetaLib contacts for searching. If the resource uses the HTTP method POST, enter POST; preceding the HTTP Request.For example: POST;http://muse.jhu.edu/search/pia.cgi?

Z39.50 ResourcesThe Hostname:Port for z39.50 resources is the server address and port for the z39.50 server. Example: Z3950trial.silverplatter.com:210

Database CodeThe code used to connect to the database for searching.Example: APH – Ebsco Academic Search Premier

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MetaLib Mgmt

IRD Record Fields – Subscription Tab

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AuthenticationThe username and password (if required by the resource).For Z39.50 open authentication (standard authentication), the format is username/password.

For Z39 idPass authentication: If a target requires idPass authentication, define the authentication string as follows: "g:[<groupId>] u:[<userId>] p:[<password>]“

Note: if a target does not require groupId, userId or password, these fields should be left empty.

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MetaLib Mgmt

IRD Record Fields – Subscription Tab

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Link to Records in Native InterfaceThis URL enables the user to jump from a record retrieved in MetaLib to the record in the target database (rather than a link to the home page, this link goes to the record itself). In order to create this link, the resource must support link-to syntax for linking to individual records and there must be data in the record that can be used to create the link.

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MetaLib Mgmt

IRD Record Fields – Subscription Tab

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MetaLib Mgmt

IRD Record Fields – Presentation Primary Tab

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This tab contains information that is initially provided by the CKB. It determines how the resource appears in the User Interface, including whether it appears at all and whether it appears as a Link-to or Searchable resource.

Type The resource type appears in lists of resources and in the <i>nfo windows in the User Interface. The list of types may be modified locally, as types may be translated or added but not deleted nor replaced.

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IRD Record Fields – Presentation Primary Tab

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Status The status enables the institution to control which resources are displayed to the users, as follows. The same options/functionality are available on the Resource List: • Active resources are displayed to end-users • Testing indicates that the resource is in development. • Inactive resources are not displayed either to staff or to end-users in the User Interface.

Link to Configuration Active? (Y/N)This flag determines whether or not the link between the IRD record and the configuration code is active. The default is Y. Changing the flag to N deactivates the link and the resource will be available in the user interface but only as a MetaLib link-only resource.

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MetaLib Mgmt

IRD Record Fields – Presentation Primary Tab

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Suppress SFX Button? (Y/N) This flag determines whether or not the SFX button will appear in MetaLib’s user interface in records from this resource. The default is N. Changing the flag to Y will make the SFX buttons disappear from the user interface in records from this resource. This choice may be made for resources that do not return good metadata for constructing an OpenURL.

Resource Icons You can display icons next to resource names on the search screen, to highlight a special characteristic of the resource. The name of the icon to display should be entered in this field. Multiple icons are entered with commas, for example: fulltext,cdrom.

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MetaLib Mgmt

IRD Record Fields – Presentation Primary Tab

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Description A description of the resource in general terms. This description is displayed in the User Interface when the INFO button (i) is clicked.

Expiry Date for NEW Resource You can define a resource as “new” until a certain date. When a user logs into the system and there are such new resources, a special section of the Identify Database selection will appear in MetaSearch. Once the expiry date defined in this field has passed, the resource will no longer appear as a new resource.

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IRD Record Fields – Presentation Primary Tab

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Link to Holdings in Native Interface This parameter defines the URL that enables the user to link directly from the record retrieved by MetaLib to the items (holdings) of the record in the target database.

Rank This field contains a number from 1-5. It is used as part of the MetaRank algorithm to give weight to all results from this resource. A score of 5 means the highest rank factor. If two records have an equivalent rank, but one comes from a resource with a “1” rank factor and the other comes from a resource with a “2” rank factor, the record from the resource bearing the “2” rank factor will be listed above the record from the resource bearing the “1” rank factor.

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MetaLib MgmtIRD Record Fields – Presentation Primary Tab

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MetaLib MgmtIRD Record Fields – Presentation Secondary Tab

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The data in this tab may be displayed in the INFO screen (after clicking on the INFO button (i) in the User Interface. Note that only the Publisher and Creator fields are populated in the CKB. These fields are not updated by the CKB updates. Alternative Name Enter alternative titles or additional names by which the resource is known. This field is searchable in the User Interface using the Find Database title search. Coverage Use this field to describe the extent or scope of the resource. Coverage typically includes geographic scope (Egypt) or temporal period (19th Century). Time-span Use this field to describe the time period of the contents indexed/covered in the resource, e.g., 1975-1990.

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Languages The main language/s of the content of the resource. Link to Database Guide Use this field to enter a URL for an online guide to the resource. Begin with http:// Full Text Note This field allows the user to see notes about full-text available from the resource. Publisher The organization or person that is responsible for making the resource available in its present form. The Publisher field usually indicates the database vendor. Alternative Publisher Names Additional publisher names

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Publisher Description A general description of the publisher Publisher URL URL of the homepage of the publisher Creator The Creator is the entity responsible for creating the intellectual content of the resource. For example, for EBSCO’s version of MEDLINE, the creator is the National Library of Medicine and the Publisher is EBSCO. Copyright Any copyright limitations Keywords Use keywords to describe the resource’s content. Ex Libris recommends choosing a controlled vocabulary for entries in this field. Separate keywords with a space.

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MetaLib MgmtIRD Record Fields – Presentation Secondary Tab

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MetaLib MgmtIRD Record Fields – Presentation Library Tab

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This tab is for a resource that is a Library OPAC. The fields are displayed in the User Interface in the INFO screen (after clicking on the INFO button ). The fields populated in the CKB are Library System and Library Country. Library System The integrated library system (and vendor) For example, ALEPH(ExLibris) Library Address Street address Library City Library State/Province Library Postal Code Library Country Library Telephone (3 fields) Library Fax (2 fields)

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IRD Record Fields – Presentation Library Tab

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Library E-mail Transportation Access for Disabled Access Policy Enter any limitations or prerequisites for use. Charging Policy Enter any payment mechanism necessary for using the library collection. Opening Hours - URL Enter link to a page listing the libraries opening hours. Begin with http:// Contact Note The notes appear in the INFO screen (after clicking on the INFO button ).

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MetaLib Mgmt

IRD Record Fields – Presentation Library Tab

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MetaLib Mgmt

IRD Record Fields – Local Tab

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This tab contains 5 fields that can be defined locally. For example, Local Field 1 may be used to hold information about how to give feedback to the librarian responsible for that resource and Local Field 2 may be used to hold information about restrictions on the resource’s use.

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MetaLib MgmtIRD Record Fields – Categories Tab

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This tab includes information regarding the categories and subcategories to which this IRD is associated. Each resource may be assigned to subcategories within categories either by using the Category Admin module or by using the Categories tab within the IRD.

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MetaLib MgmtInformation Resource Description Indexes

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The IRD indexes are created automatically when records are saved; these indexes include:

Index Index Code Field/s from IRD Record Sent to Index Any Words WRD Resource Names (full, display, alternative) Publisher Names Keywords Languages Resource Type Description Configuration Code Library Country Library State Library City Library System Resource Name WCL Resource Names (full, display, alternative) Publisher Names Languages WLN Languages Resource Type WTY Resource Type Filter by Status WST Status Keywords WKY Keywords Configuration Code TGT Configuration Code Resource ID IDN Resource ID

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MetaLib Mgmt

MetaLib Resource Configuration

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The configuration record is accessed from the Resource List by clicking the E <Edit> action button. If the /M user does not have authority to make changes to the configuration record, the /M user is limited to V <View> it.

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MetaLib MgmtMetaLib Configurations

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Search – MetaLib sends a search to a target resource and retrieves a number of hits. Retrieve – MetaLib retrieves records.Conversion – MetaLib converts the records into the MetaLib display format. The character set that MetaLib uses is UTF-8. The physical record format used is MARC exchange format. The record schema used is based on MARC-21, but includes additional tags/fields specific to MetaLib display.OpenURL – MetaLib extracts metadata from records to produce an OpenURL, used for linking by SFX.

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MetaLib Mgmt

MetaLib Configurations

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Record Manipulation and Set Manipulation - It is important to note that the MetaLib application includes record manipulations for display, linking and export. The MetaLib application also performs manipulations on sets of records retrieved from resources including de-duplication and relevance ranking. These manipulations are not controlled by the configuration.

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MetaLib Mgmt

Access Methods

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Z39 — Uses the Z39.50 protocol for search and retrieval of records. Z39/SUTRS — A type of Z39 configuration that retrieves SUTRS data. The SUTRS configuration tabs differ from other types of Z39 resources. EXTERNAL — This access method indicates that an “external” program has been written to search and retrieve records from a resource. External programs may use the HTTP protocol or other APIs. Many use XML gateways, sending XML searches and retrieving XML results using the HTTP protocol.EXTERNAL_JUMP — This access method is used with “external” programs. In this case, MetaLib sends the search and retrieves only the number of hits.Records are not retrieved from the resource. That is, resources using EXTERNAL_JUMP configurations are the Search & Link resources in MetaLib. ALEPH_X — This access method communicates with the Aleph X‐Server, an XML gateway that was introduced in Aleph Version 14.2.

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MetaLib Mgmt

Access Methods

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EXTERNAL_JUMP (SIMPLE) — This access method may be used to configure Search & Link resources. (Previously known as WEBCONFIG_SIMPLE.) EXTERNAL_JUMP (COMPLETE) — This access method is used inCKB configurations only. Resources using this configuration type are Search & Link only. (Previously known as WEBCONFIG_COMPLETE.) EXTERNAL_XML — This access method is used in CKB configurations only. Resources using this configuration are Search & View. (Previously known as WEBCONFIG_XML.)

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MetaLib Mgmt

CKB Update Overview

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The CKB Update process is initiated from the MetaLib Administration module. The process will download new and updated resources from the MetaLib CKB and will install them in the local MetaLib server. *Run monthly by SDLN staff

Whenever the CKB Update is run from a consortia MetaLib server, new IRDs will be added to all institutions that are configured to receive them in the institutional settings module.

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MetaLib Mgmt

CKB Release Notes

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The CKB Update does not apply changes to existing local IRDs or local configurations. Local IRDs that are linked to CKB configurations may require manual changes after a CKB Update is run. The CKB Release Notes is a guide to the changes that have been made in the CKB and to manual changes that need to be made locally. The CKB Release Notes also list the newly added resources.

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MetaLib Mgmt

MetaLib Standard Search Syntax

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In MetaLib version 4.00 a new search syntax has been introduced. This new search syntax treats multi word search terms as keywords by default, and only treats multi word search terms as phrases if they are surrounded by quotation marks.

MetaLib supports searches in the following fields: All Fields, Title, Author, Subject, ISSN, ISBN, and Year.

Searches may be entered in lower-case or upper-case or a combination of the two.

There is a limit of 100 characters per query.

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MetaLib Mgmt

Supported Searches

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ISSNAn ISSN must be input with a hyphen after the first 4 digits: 1234-5678 in ISSNISBNAn ISBN may be input with or without hyphens/spaces: 0123456789 in ISBN or 01-2345-6789 in ISBN.Note: If a resource only allows searching of ISBNs with hyphens, then hyphens must be entered as part of the search. Where possible, the resource configuration will attempt to change the user’s search into what the resource’s search engine expects.YearYear searches must include all four digits: 1999 in Year.

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MetaLib Mgmt

Supported Searches

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AuthorsThe following search formats are supported for authors:Last [just the last name]This should pick up all authors with the last name entered.Last, First [last name, comma, space, first name]Should find all authors with Last, First and authors matching the Last, F entered if the resource does not support searching on full first names, but does support searching on Last, F.Last, F? [last name, comma, space, first initial of first name truncated]

All Fields, Subject and Title Searches:One or more words may be entered.

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MetaLib MgmtSupported Searches

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Keyword SearchingWhen more than one word is entered within a search term, MetaLib will treat these words as keywords, sending the query to the resource as if "AND” Boolean operators have been entered between the words the search term consists of.Phrase SearchingIf a search term is enclosed within quotation marks, MetaLib will find the two words adjacent to each other and in the order in which they were entered. For example, a search on “gun control” will only find records with the phrase “gun control”; it will not find a record with “gun that was under control” or a record with “control gun”.TruncationTruncation is supported in All Fields, Subject and Title searching where the target resource supports it. A question mark or an asterisk may be used as the truncation symbol, for example: cat? Or cat*The question mark or asterisk replaces zero or more characters.

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Supported Searches

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Punctuation Search terms should be entered without punctuation

Boolean Searching MetaLib supports the use of Boolean operators AND, OR and NOT (WITHOUT). The Boolean operators may be entered by the use of two search boxes.