[Evergreen-documentation] z39.50 documentation

Andrea Buntz Neiman abneiman at equinoxoli.org
Wed Sep 20 13:59:25 EDT 2023


Hi Simone,

It's fine to put "Libraries in Niagara Cooperative" as primary author -
I'll add a signoff from  you & from Lauren.

Can I have email addresses for LINC as well as Lauren?

Thanks,
Andrea

On Tue, Sep 19, 2023 at 2:42 PM Simone Rauscher <srauscher at grimsby.ca>
wrote:

> Hi Andrea,
>
>
>
> You’re welcome! Both Lauren and I gathered all the info pretty equally, so
> maybe we can just put in “Libraries in Niagara Cooperative” for the primary
> author? Or if you can put two names for writers, it would be me and Lauren
> Mous.
>
>
>
> Thanks!
>
>
>
> Simone Rauscher (she/her)
>
> Cataloguing and Collections Coordinator
>
> srauscher at grimsby.ca
>
> www.grimsby.ca/library
>
> 905-945-5142
>
>
>
> *From:* Andrea Buntz Neiman <abneiman at equinoxoli.org>
> *Sent:* September 19, 2023 1:24 PM
> *To:* Documentation discussion for Evergreen software <
> evergreen-documentation at list.evergreen-ils.org>
> *Cc:* Simone Rauscher <srauscher at grimsby.ca>
> *Subject:* Re: [Evergreen-documentation] z39.50 documentation
>
>
>
> *CAUTION:* *Email external to Grimsby!*
>
> 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
> <https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fwww.grimsby.ca%2flibrary&c=E,1,Q2gGsTRbsPcjOTYnL-iLAnP_f2iThiyIbUXtL9cGZe4pr3tNZEpWfDeTq7dWlThzTNkGyN-pqulCUdEgp_UKiZ6QlScJpwbvCS-mPGcHXCgaXgZPlaY,&typo=1>
> 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
>
> CAUTION: Email external to Grimsby!
>
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>
> Today's Topics:
>
>    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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> --
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> Andrea Buntz Neiman
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> Project Manager for Software Development
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> Equinox Open Library Initiative
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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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