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
MetaLib Mgmt
MetaLib Central Concepts
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 diverse
data 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 Mgmt
MetaLib Central Concepts
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
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
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
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 Resources
These 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
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
MetaLib Management Interface
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MetaLib Mgmt
MetaLib Management Interface
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
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
MetaLib Management Interface
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MetaLib Mgmt
Browse List of Resources
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
This option will display a blank IRD cataloging form for adding a new
resource.
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MetaLib Mgmt
Resource List
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 Mgmt
IRD Actions
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 create
a 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
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
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
•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 Mgmt
Global Updates
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
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
Select type of global update:
Each Global Update is made on a specific IRD field. The list of fields that
may 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
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 Mgmt
Global Update Screen
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
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
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
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
Buttons at bottom of tabs
Info above buttons
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MetaLib Mgmt
IRD Record Fields – Subscription Tab
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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MetaLib Mgmt
IRD Record Fields – Subscription Tab
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
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
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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MetaLib Mgmt
IRD Record Fields – Subscription Tab
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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MetaLib Mgmt
IRD Record Fields – Subscription Tab
Free/By Subscription
This 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 Flag
The 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
Hostname: Port
This 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 Resources
The Hostname:Port for z39.50 resources is the server address and port
for the z39.50 server. Example: Z3950trial.silverplatter.com:210
Database Code
The 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
Authentication
The 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
Link to Records in Native Interface
This 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
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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MetaLib Mgmt
IRD Record Fields – Presentation Primary Tab
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
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
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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MetaLib Mgmt
IRD Record Fields – Presentation Primary Tab
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 Mgmt
IRD Record Fields – Presentation Primary Tab
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MetaLib Mgmt
IRD Record Fields – Presentation Secondary Tab
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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MetaLib Mgmt
IRD Record Fields – Presentation Secondary Tab
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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MetaLib Mgmt
IRD Record Fields – Presentation Secondary Tab
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 Mgmt
IRD Record Fields – Presentation Secondary Tab
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MetaLib Mgmt
IRD Record Fields – Presentation Library Tab
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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MetaLib Mgmt
IRD Record Fields – Presentation Library Tab
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
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 Mgmt
IRD Record Fields – Categories Tab
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 Mgmt
Information Resource Description Indexes
The IRD indexes are created automatically when records are saved; these indexes include:
Index
Any Words
Index Code
WRD
Resource Name
WCL
Languages
Resource Type
Filter by Status
Keywords
Configuration Code
Resource ID
WLN
WTY
WST
WKY
TGT
IDN
Field/s from IRD Record Sent to Index
Resource Names (full, display, alternative)
Publisher Names
Keywords
Languages
Resource Type
Description
Configuration Code
Library Country
Library State
Library City
Library System
Resource Names (full, display, alternative)
Publisher Names
Languages
Resource Type
Status
Keywords
Configuration Code
Resource ID
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MetaLib Mgmt
MetaLib Resource Configuration
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 Mgmt
MetaLib Configurations
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
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
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
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 in
CKB 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
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
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
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
ISSN
An ISSN must be input with a hyphen after the first 4 digits: 1234-5678
in ISSN
ISBN
An 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.
Year
Year searches must include all four digits: 1999 in Year.
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MetaLib Mgmt
Supported Searches
Authors
The 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 Mgmt
Supported Searches
Keyword Searching
When 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 Searching
If 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”.
Truncation
Truncation 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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MetaLib Mgmt
Supported Searches
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.
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