[Evergreen-documentation] z39.50 documentation
Andrea Buntz Neiman
abneiman at equinoxoli.org
Tue Sep 19 13:23:44 EDT 2023
Hi Simone,
Thanks so much for these! We will review them and put them in the community
documentation. Who should get primary author credit for these docs?
Best,
Andrea
On Mon, Sep 18, 2023 at 9:27 AM Simone Rauscher via Evergreen-documentation
<evergreen-documentation at list.evergreen-ils.org> wrote:
> P.S. I forgot that the listservs do not like formatting, so here is a link
> to the same documentation but nicely formatted:
>
> https://docs.google.com/document/d/e/2PACX-1vTZ4dWEra2qdBz_wJoOo-6qHCfrsIatTLFs1g44vFwTAmfw8UzZFO_qetkwdQT-eQ/pub
>
>
> Simone Rauscher (she/her)
> Cataloguing and Collections Coordinator
> srauscher at grimsby.ca
> www.grimsby.ca/library
> 905-945-5142
>
>
> -----Original Message-----
> From: Evergreen-documentation <
> evergreen-documentation-bounces at list.evergreen-ils.org> On Behalf Of
> evergreen-documentation-request at list.evergreen-ils.org
> Sent: September 18, 2023 9:19 AM
> To: evergreen-documentation at list.evergreen-ils.org
> Subject: Evergreen-documentation Digest, Vol 35, Issue 4
>
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>
> 1. Re: z39.50 documentation (Simone Rauscher)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Mon, 18 Sep 2023 13:18:56 +0000
> From: Simone Rauscher <srauscher at grimsby.ca>
> To: "evergreen-documentation at list.evergreen-ils.org"
> <evergreen-documentation at list.evergreen-ils.org>
> Cc: Lauren Mous <lmous at westlincoln.ca>
> Subject: Re: [Evergreen-documentation] z39.50 documentation
> Message-ID: <e24765a9326149cfa792bb39b56209bf at grimsby.ca>
> Content-Type: text/plain; charset="us-ascii"
>
> Hi there,
>
> I just wanted to share some documentation Lauren Mous and I worked on for
> adding new z39.50 servers. Lauren attended the last DIG meeting and let me
> know there is currently no documentation for adding new Z39.50 servers in
> the official Evergreen docs, so we took our notes and created some
> step-by-step instructions based on what we figured out.
>
> There are some issues and unknown factors, but below is what we came up
> with. Not sure if this can be used to add to the official Evergreen
> documentation, but perhaps it is somewhere to start? Please let us know if
> you have any comments, feedback, questions, etc... Also, let us know if we
> should send this somewhere else in the Evergreen world. Thanks!
>
> Z39.50 Server Administration
>
> Permissions required:
> ADMIN_Z3950_SOURCE
> REMOTE_Z3950_QUERY
>
> Known issues when adding new servers:
> Cannot "clone" existing Z39.50 Attributes from other sources when creating
> a new source - worked in previous Evergreen versions, no bug created in
> Launchpad for this yet
>
> Other known attributes are not included in Z39.50 Attributes creator, such
> as "Relation Attributes", "Position Attributes" and "Completeness
> Attributes" - https://www.loc.gov/z3950/agency/bib1.html
>
> Some sources/servers do not work as expected -
> https://bugs.launchpad.net/evergreen/+bug/1745249 Though not precisely
> articulated, seems to say that some sources show partial results and some
> don't
>
> Add New Z39.50 Servers and Source Configuration:
>
>
> 1. Locate Server information via a Z39.50 Target Directory
> Example of source target directory:
>
> a.
> https://linkprotect.cudasvc.com/url?a=https%3a%2f%2firspy.indexdata.com%2f&c=E,1,35c1HHTmZyB3jrEJwiOuxb8fBI2S9dEBXxcMYcZymUtzEv2V5Zk1u_1uaEvyibYAqm8pGK078qw3Gw_vwaNx4C3aZeJehbZ6stNS3m7172h8YDg8g-ZcDQwB_Jw,&typo=1
>
> 2. Go to Administration > Server Administration > Z39.50 Servers
>
> 3. Click "New Z39.50 source"
>
> 4. Fill out fields:
>
> a. Z39.50 Source: [Source name]
>
> b. Label: [Source name] - can be same as z39.50 Source ex. Seattle
> Public Library
>
> c. Host: [URL link to their host, copy exactly from source]
>
> d. Port: [copy exactly from source]
>
> e. DB: [Database name, copy exactly from source]
>
> f. Record format: [Element set names: F, B, FA, FI or T]
>
> * F - Full record display
>
> * B - Brief record display
>
> * FA - Full with all Holdings (supported by SUTRS only; used to display
> the full record with all holdings attached)
>
> * FI - Full record display with No Holdings
>
> * T - Full text (Available for the CWI database using syntax SUTRS only;
> used to display full-text of this database when the 949/z is present in the
> MARC record or when ACCESS is displayed in the SUTRS record
>
> g. Transmission format: [or "record syntax", often usmarc, SUTRS, xml,
> etc., copy directly from source]
>
> h. Auth: ["Authentication" - Evergreen function, leave blank unless
> required, username and password on import screen and is used for resources
> like OCLC]
>
> i. Use permission: [Evergreen function, leave blank unless required]
>
> 5. Click "Save"
>
> Add Attribute Configuration to Z39.50 servers
>
> Definition: Z39.50 Attributes dictate the fields that appear in the
> "Import Record from Z39.50" screen for that source
>
> 1. Locate coding for Z39.50 Attributes
> Example of source:
>
> a. https://www.loc.gov/z3950/agency/bib1.html
>
> 2. Go to Z39.50 Attribute Configuration [can click on "Attr" next to
> source]
>
> 3. Click "New Z39.50 Attribute"
>
> 4. Fill out fields using appropriate coding (see Appendix A for common
> attributes and the associated coding):
>
> a. Code: ["Use" Attribute - Use attribute specifies an access point
> (e.g., author, title, subject, ISBN, UPC) - coded by number]
>
> b. Format: ["Structure" Attribute - The Structure attribute specifies
> the type of search term (e.g., a single word, a phrase, several words to be
> treated as multiple single terms, etc.). - coded by number], best practice
> is to mimic existing numeric coding for other z39.50 sources
>
> c. Label: [Term for Use Attribute - term that appears next to blank
> field on Z39.50 import screen]
>
> d. Name: [Attribute that is being searched, usually same as "Label"]
>
> e. Truncation: ["Truncation" Attribute - The Truncation attribute
> specifies whether one or more characters may be omitted in matching the
> search term in the target system at the position specified by the
> Truncation attribute - coded by number]
>
> f. Z39.50 Source: [Select Z39.50 Server to apply attribute to, may
> auto-fill depending on Server Source selected]
>
> 5. Click "save"
>
> 6. Create as many new Attributes as needed using the above guidelines
> that is required/useful for that particular Z39.50 server
>
> Appendix A
>
> Z39.50 Source
>
> Z39.50
> Attribute ID
>
> Name
>
> Label
>
> Code
>
> Format
>
> Truncation
>
> link for the source you are coding for
>
> auto assigned value
>
> title
>
> Title
>
> 4
>
> 6
>
> 1
>
> link for the source you are coding for
>
> auto assigned value
>
> isbn
>
> ISBN
>
> 7
>
> 6
>
> 1
>
> link for the source you are coding for
>
> auto assigned value
>
> issn
>
> ISSN
>
> 8
>
> 1
>
> 1
>
> link for the source you are coding for
>
> auto assigned value
>
> lccn
>
> LCCN
>
> 9
>
> 1
>
> 1
>
> link for the source you are coding for
>
> auto assigned value
>
> tcn
>
> Title Control Number
>
> 12
>
> 1
>
> 1
>
> link for the source you are coding for
>
> auto assigned value
>
> pubdate
>
> Publication Date
>
> 31
>
> 1
>
> 1
>
> link for the source you are coding for
>
> auto assigned value
>
> item_type
>
> Item Type
>
> 1001
>
> 1
>
> 1
>
> link for the source you are coding for
>
> auto assigned value
>
> author
>
> Author
>
> 1003
>
> 6
>
> 1
>
> link for the source you are coding for
>
> auto assigned value
>
> upc
>
> UPC
>
> 1007
>
> 6
>
> 0
>
> link for the source you are coding for
>
> auto assigned value
>
> upc
>
> UPC
>
> 1007
>
> 1
>
> 1
>
> link for the source you are coding for
>
> auto assigned value
>
> publisher
>
> Publisher
>
> 1018
>
> 6
>
> 1
>
>
>
> Simone Rauscher (she/her)
> Cataloguing and Collections Coordinator
> srauscher at grimsby.ca<mailto:srauscher at grimsby.ca>
>
> https://linkprotect.cudasvc.com/url?a=https%3a%2f%2f%2f%2fwww.grimsby.ca%2flibrary&c=E,1,ZV_JYVSGQEU3pFYuPhvuB1pXqGzsCdfJApyxCTbjIOqi6JdHweBv9MJydt1KhLvKbJcIwndUpSRBv5lphTrQBMRghpXfYlcT5Zxki71cEIErlnX83rGSDI5Mbw,,&typo=1
> <
> https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fwww.grimsby.ca%2flibrary&c=E,1,tq2DcgtEmKUYia4HhOCpWyjzjxViAReRbeB7CsV1ah3nx7ZA1AzsSaGzTonK93cxm1j-7kQcBhjGMSqx8iYoxlFcjHPAKzurUQ_2wkOE-67y65KYtuYCYw,,&typo=1
> >
> 905-945-5142
>
> From: Simone Rauscher
> Sent: August 3, 2023 1:21 PM
> To: evergreen-documentation at list.evergreen-ils.org
> Subject: Re: Evergreen-documentation Digest, Vol 34, Issue 1
>
>
> Hi there,
>
>
>
> We are looking to add new servers to our z39.50 interface and found there
> was not a lot of documentation covering a step-by-step guide on how to do
> this. (ie. if we wanted to add New York Public Library or Library of
> Congress, etc. to the server options for our z39.50 search)
>
>
>
> Is DIG the right place to request for documentation to be added to the
> documentation on
> https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fevergreen-ils.org%2f&c=E,1,LGYERUi3H6IRCokr11FdEvQBBkxKFB63IdawVRzixEwQy1zvkIxT0KPkaYBV8s2sAO4QJZuBBhnzvW-FtdNvOmscjcmcVHJ6SDnxRNODO3BEtyr3uA,,&typo=1
> If this is not the right place, could someone let me know where to direct
> this request?
>
>
>
> The documentation that exists there for z39.50 seems to be more to do with
> how to enhance or restrict searches, adding credentials, quality sets, etc.
> but not the basics on how to add/remove servers.
>
>
>
> Here:
> https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fdocs.evergreen-ils.org%2feg%2fdocs%2flatest%2fcataloging%2fz39.50_search_enhancements.html&c=E,1,ENhTwDzYU0fNLCgbTc27-Fxi0-i1-TIoyLE034XqzpyFXf9rmL9i0AS_W2ImGdrC1aUhM6jcqxkv8R5bV1SjHyyMtVCZPnQWviRtT5JpFXiZkF2NGDbKKW3pAKk5&typo=1
>
> Or here:
> https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fdocs.evergreen-ils.org%2feg%2fdocs%2flatest%2fadmin%2frestrict_Z39.50_sources_by_perm_group.html&c=E,1,kPtbeAhLj_GE5P_HPexiyTFQ7QEripNSOuKQS7jiWg0fvabW0a1OBD1C8oTfd9FKS59ypIneO4zRuXhvsMp-RdItZSAS_pTiFcoYQntFsFDATA,,&typo=1
>
>
>
> We did get sent a older training video showing how to do it on a previous
> version of Evergreen, and were able to figure it out - but the instructions
> are no longer up-to-date, and the current mechanism is missing the "clone"
> option for the Attributes section:
> https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fvimeo.com%2f517264760&c=E,1,k_ZHsrmqiPlAhFnSpAuJrFHBbZE40Z65hvj5ZLzKoa9dc4pP5YwcpPAPyEv4vPOLzEXZxrfLeEJUJMcI-EJuvm0bCXeDvzpwbFOQr522Tb1B&typo=1
>
>
>
> Let me know, thanks!
>
>
>
> Simone Rauscher
> Cataloguing & Collections Coordinator
> Grimsby Public Library
> srauscher at grimsby.ca<mailto:srauscher at grimsby.ca>
> 905.309.2063
>
> ________________________________
> From: Evergreen-documentation <
> evergreen-documentation-bounces at list.evergreen-ils.org<mailto:
> evergreen-documentation-bounces at list.evergreen-ils.org>> on behalf of
> evergreen-documentation-request at list.evergreen-ils.org<mailto:
> evergreen-documentation-request at list.evergreen-ils.org> <
> evergreen-documentation-request at list.evergreen-ils.org<mailto:
> evergreen-documentation-request at list.evergreen-ils.org>>
> Sent: August 3, 2023 12:00 PM
> To: evergreen-documentation at list.evergreen-ils.org<mailto:
> evergreen-documentation at list.evergreen-ils.org>
> Subject: Evergreen-documentation Digest, Vol 34, Issue 1
>
> CAUTION: Email external to Grimsby!
>
> Send Evergreen-documentation mailing list submissions to
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> or, via email, send a message with subject or body 'help' to
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> Today's Topics:
>
> 1. Date Change - DIG Meeting (Deborah Luchenbill)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Thu, 3 Aug 2023 09:16:42 -0500
> From: Deborah Luchenbill <deborah at mobiusconsortium.org<mailto:
> deborah at mobiusconsortium.org>>
> To: Documentation discussion for Evergreen software
> <evergreen-documentation at list.evergreen-ils.org<mailto:
> evergreen-documentation at list.evergreen-ils.org>>
> Subject: [Evergreen-documentation] Date Change - DIG Meeting
> Message-ID:
> <
> CAGv20nP85Y2Y7P-KM6G3xFivCCeNyhTJv3SZYSu7tEocfYLAbw at mail.gmail.com<mailto:
> CAGv20nP85Y2Y7P-KM6G3xFivCCeNyhTJv3SZYSu7tEocfYLAbw at mail.gmail.com>>
> Content-Type: text/plain; charset="utf-8"
>
> Hi all,
>
> I am very sorry for the late notice, but I need to reschedule today's DIG
> meeting to next Thursday, August 10.
>
> Everything else will remain the same--the agenda can be found here:
>
> https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fwiki.evergreen-ils.org%2fdoku.php%3fid%3devergreen-docs%3adig_meetings%3a20230803-agenda&c=E,1,601gVnCQ6i1z4wsQFUkSNHt4mh8axFoP7G-6jsMocLQp0asndmf6Jw6f9-oLpUfSFlEwgtwtMrDLcv9StRb-y6X_l35jwM7X9jsGYPZgWiyD7Ko,&typo=1
>
> Feel free to add anything, just put your name in parentheses after your
> addition.
>
> Thanks--I hope to see you next week!
>
> Best,
> Debbie
> DIG Facilitator
>
>
> Debbie Luchenbill
> Associate Director, Open Source Initiatives MOBIUS
> 2511 Broadway Bluffs, Ste. 101
> Columbia, MO 65201
> debbie at mobiusconsortium.org<mailto:debbie at mobiusconsortium.org> <
> deborah at mobiusconsortium.org<mailto:deborah at mobiusconsortium.org>>
> 573-234-4914
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--
Andrea Buntz Neiman
Project Manager for Software Development
Equinox Open Library Initiative
abneiman at equinoxOLI.org <abneiman at equinoxoli.org>
1-877-OPEN-ILS (673-6457) x5583
*https://www.equinoxOLI.org/ <https://www.equinoxOLI.org/>*
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