| • | How do I make my SirsiDynix Symphony server Z39.50 accessible to other systems? |
| • | What information do I need from sites in order to make Z39.50 connections to their servers? |
| • | Where can I get a more complete list of Z39.50 servers? |
| • | How do I make a connection to my own or another SirsiDynix Symphony Z39.50 server? |
| • | How do I utilize the six attribute searches available in SirsiDynix Symphony? |
| • | How do I create a Name Mapping? |
| • | How do I set up a destination for OCLC WorldCat? |
| • | How do I set up my OCLC Name Mappings so we can search by OCLC Number? |
| • | What are OCLC’s Z39.50 catalog server searching specifications? |
| • | How do I set up a destination for Library of Congress? |
How do I make my SirsiDynix Symphony server Z39.50 accessible to other systems?
The SirsiDynix Symphony server is delivered to be Z39.50 accessible. However, there is information you must provide to other libraries so they can access your system.
| 1 | Obtain the following information about your SirsiDynix Symphony server from the System Administrator. |
| • | IP Address (###.###.##.##) |
| • | Domain Name (XXXXX.XXXXXXX.XXX) |
| 2 | In Module Configuration from the Configuration toolbar, display the Catalog Zserver policy and record the following information. |
| • | Port Number (###) |
| 3 | Provide this additional SirsiDynix Symphony Zserver default information. |
| • | The Database Name is UNICORN for the complete catalog. If connecting libraries will access one or more libraries independently, such as only the Madison Library (MADISON), provide each individual library policy name as well. The connecting library will have to establish a separate connection for each library to search them independently. |
| • | Whether the Z39.50 server supports result set naming (Yes) |
| • | Whether the Z39.50 server supports sorting (Yes) |
| • | Whether the Z39.50 server supports scanning or browsing (Yes) |
| • | Whether the Z39.50 server supports cross references (Yes) |
| • | Whether or not the Z39.50 server supports intermediate results (No) |
| 4 | On the SirsiDynix Support Center website (https://support.sirsidynix.com), access the latest SirsiDynix Symphony Standard Delivery Z39.50 Server Configuration documentation (https://support.sirsidynix.com/kb/126254). Alternatively, if your SirsiDynix Symphony server is Bath Profile compliant, see the documentation for Bath Profile attributes on the SirsiDynix Customer Support website (https://support.sirsidynix.com/kb/134393) for more information on Bath Profile specifications. This information is used when the accessing library creates a Name Mapping policy, or its equivalent, for your library's Symphony Zserver. |
For more information on Name Mapping policies, see Name Mapping Wizard.
| 5 | Make all of this information available on request to libraries who need to connect to your server. |
What information do I need from sites in order to make Z39.50 connections to their servers?
If you wish to set up additional Z39.50 connections, obtain the following information from the site to which you will be connecting.
| • | IP Address (###.###.##.##) |
| • | Domain Name (XXXXX.XXXXXXX.XXX) |
| • | Port Number (###) |
| • | Database Name (XXXX) |
| • | Authentication Needed (Y/N) |
| • | Authorization String (XXXXXXXXX) |
The following information about the server may also need to be obtained from the site to which you will be connecting.
| • | Whether the Z39.50 server supports result set naming |
| • | Whether the Z39.50 server supports sorting |
| • | Whether the Z39.50 server supports scanning (browsing) |
| • | Whether the Z39.50 server supports cross references |
| • | Whether or not the Z39.50 server supports intermediate results |
Obtain the Use Attribute searches that are supported by the server either from the site library or the library’s automation vendor, and create a Name Mapping policy for the destination server. If you are connecting to another SirsiDynix Symphony server, determine whether the server is SirsiDynix Symphony Standard or Bath Profile compliant.
Where can I get a more complete list of Z39.50 servers?
You can view the most up-to-date Z39.50 server information on the SirsiDynix Customer Support website at https://support.sirsidynix.com/kb/125514.
How do I make a connection to my own or another SirsiDynix Symphony Z39.50 server?
Do the following to set up a Z39.50 Gateway connection to a Z39.50 SirsiDynix Symphony server so that it can be used by SmartPort.
| 1 | Click OPAC Configuration on the Configuration toolbar. |
| 2 | Click Gateway Database. |
| 3 | Select IBISTRO (or whichever Gateway Database policy is associated with the Environment policy of your user records) and click Modify. |
| 4 | In the hierarchy area, click Knowledge Portal to expand the hierarchy. |
| 5 | Under Knowledge Portal, select Z39.50 Sites to activate create functionality. |
| 6 | Click Create to set up a connection to your own catalog or to another Z39.50 server. |
| 7 | Enter the following basic information about the new connection. Values are based on information obtained from the site you are connecting to. Default values are for a SirsiDynix Symphony server. |
|
Name |
CATALOG or SITENAME |
|
Description |
Site Library Catalog |
|
Type |
Z3950_SRCH |
|
WWW in Use |
Yes |
| 8 | Enter the Basic tab attributes as follows. Values are based on information obtained from the site you are connecting to. Default values are for a SirsiDynix Symphony server. |
|
Attribute |
Value |
|
User Hierarchy Level |
EXTEND_PUB |
|
Element Status |
AVAILABLE |
|
Icon Name |
BOOKS2 |
|
Display Instructions |
No |
|
Heading |
Window Title |
|
Available Clients for Access |
Webcat, WorkFlows, and/or Infoview |
| 9 | Select the Destination tab, and enter the attributes as follows. If you are connecting to another library, bold values must be obtained from the site you are connecting to. |
|
Attribute |
Value |
|
Number of Simultaneous Users |
Unlimited (24999) |
|
Timeout |
Unlimited (24999) |
|
Session Limit |
Unlimited (24999) |
|
Domain Name |
[site.domain.name] |
|
Port |
2200 (or other port) |
|
Database Name |
UNICORN |
|
Format |
BIBMARC |
|
Result Set Naming |
Yes |
|
Sorting |
Yes |
|
Browsing |
Yes |
|
Cross References |
Yes |
|
Intermediate Results |
No |
|
Presentation Type |
Search icons |
|
Z3950 Search Mapping |
UNICRN_BTH, UNICRN_STD, CATALOG (CATALOG sends use attribute only) |
|
Rank for Holdings Lookup |
1 |
|
Z3950 Operation |
Search |
|
Authentication Needed |
No |
|
Authorization String |
None |
|
Z3950 Record Syntax |
USMARC |
|
Post Holdings |
No |
|
Record Character Set |
[usually MARC8 or UNICODE, depending on the record encoding of the destination site] |
|
Query Character Set |
[usually MARC8 or UNICODE, depending on the record encoding of your library's site] |
|
Search Element Set Name |
FULL |
|
Catalog Element Set Name |
FULL |
|
Uniscript |
None |
| 10 | Select the Search Field tab, and enter the attributes you will want to search. (These suggested values are based on the UNICRN_BTH Z39.50 Search Mapping for SirsiDynix Symphony servers. The values available from the drop–down list always correspond to the values in the Name Map for the server or site which is set in the Z39.50 Search Mapping in the Destination folder.) Leave the Search Key blank and use AND as the operator for all of the names. Only eight searches may be entered. Enter the most frequently used search names first. |
|
Attribute |
Value |
|
Name 1 |
AUTHOR |
|
Name 2 |
TITLE |
|
Name 3 |
SUBJECT |
|
Name 4 |
SUBJECTPH |
|
Name 5 |
JOURNAL |
|
Name 6 |
JOURNALPH |
|
Name 7 |
ISSN |
|
Name 8 |
ANY |
| 11 | Select the WWW Information tab and enter the attributes as follows. Values are based on information obtained from the site you are connecting to. Default values are for a SirsiDynix Symphony server. |
|
Attribute |
Value |
|
Display Introduction |
No |
|
Display Paragraph |
None |
|
Display Sentence |
No |
|
Display Footer |
No |
| 12 | Halt and run the workstation server. |
Following are some qualifications to specific attribute values:
For the Domain Name attribute, use the domain name or IP address of the server where the SirsiDynix Symphony system resides.
The Port attribute is delivered with the value 2200. Check with your Information Systems Department regarding which port to use.
The Intermediate Results attribute must be set to No for SirsiDynix catalogs.
How do I utilize the six attribute searches available in SirsiDynix Symphony?
Beginning in Unicorn Version 2003, search names, name maps, and Z39.50 mapping attributes are delivered to make SirsiDynix’s clients Bath Profile compliant. Z39.50 searching is easier and retrieves better results when the new search mappings are used. (The suggested connection information is for an INNOPAC server.)
To take advantage of the six attribute searching
| 1 | Click OPAC Configuration on the Configuration toolbar. |
| 2 | Click Gateway Database. |
| 3 | Select IBISTRO (or whichever Gateway Database policy is associated with the Environment policy of your user records) and click Modify. |
| 4 | In the hierarchy area, click Knowledge Portal to expand the hierarchy. |
| 5 | Under Knowledge Portal, select Z39.50 Sites to activate create functionality. |
| 6 | Click Create to set up a connection. |
| 7 | Enter the following basic information about the new connection. Values are based on information obtained from the site you are connecting to. Default values are for a SirsiDynix Symphony server. |
|
Name |
SITENAME |
|
Description |
Site Library Catalog |
|
Type |
Z3950_SRCH |
|
WWW in Use |
Yes |
| 8 | Enter the Basic tab attributes as follows. Values are based on information obtained from the site you are connecting to. Default values are for a SirsiDynix Symphony server. |
|
Attribute |
Value |
|
User Hierarchy Level |
EXTEND_PUB |
|
Element Status |
AVAILABLE |
|
Icon Name |
BOOKS2 |
|
Display Instructions |
No |
|
Heading |
Window Title |
|
Available Clients for Access |
Webcat, WorkFlows, and/or Infoview |
| 9 | Select the Destination tab and enter the attributes as follows. Values are based on information obtained from the site you are connecting to. Default values are for a SirsiDynix Symphony server. |
|
Attribute |
Value |
|
Number of Simultaneous Users |
Unlimited (24999) |
|
Timeout |
Unlimited (24999) |
|
Session Limit |
Unlimited (24999) |
|
Domain Name |
[site.domain.name] |
|
Port |
(usually 210) |
|
Database Name |
INNOPAC (or other name) |
|
Format |
BIBMARC |
|
Result Set Naming |
Yes |
|
Sorting |
Yes |
|
Browsing |
Yes |
|
Cross References |
Yes |
|
Intermediate Results |
No |
|
Presentation Type |
Search icons |
|
Z3950 Search Mapping |
INNOPACV1 (or other Name Mapping) |
|
Rank for Holdings Lookup |
1 |
|
Z3950 Operation |
Search |
|
Authentication Needed |
No |
|
Authorization String |
None |
|
Z3950 Record Syntax |
USMARC |
|
Post Holdings |
No |
|
Record Character Set |
[usually MARC8 or UNICODE, depending on the record encoding of the destination site] |
|
Query Character Set |
[usually MARC8 or UNICODE, depending on the record encoding of your library's site] |
|
Search Element Set Name |
FULL |
|
Catalog Element Set Name |
FULL |
|
Uniscript |
None |
| 10 | Select the Search Field tab and enter the attributes as follows. (These suggested values are based on the INNOPACV1 Search Mapping for Innopac servers. The values available from the drop–down list always correspond to the values in the Name Map for the server or site which is set in the Z39.50 Search Mapping in the Destination tab.) Leave the Search Key blank and use AND as the operator for all of the names. |
|
Attribute |
Value |
|
Name 1 |
AUTHOR |
|
Name 2 |
Title |
|
Name 3 |
SUBJECT |
|
Name 4 |
ISSN |
|
Name 5 |
ISBNHYPH |
|
Name 6 |
CORPAUTH |
Note: Only eight searches may be entered. Enter the most frequently used search names first.
| 11 | Select the WWW Information tab, and enter the attributes as follows. Values are based on information obtained from the site you are connecting to. Default values are for a SirsiDynix Symphony server. |
|
Attribute |
Value |
|
Display Introduction |
No |
|
Display Paragraph |
None |
|
Display Sentence |
No |
|
Display Footer |
No |
| 12 | Halt and run the workstation server. |
How do I create a Name Mapping?
Since Unicorn Version 2003, most users will never need to create a Name Mapping. Each server or type of server supports a set of searches represented by Use Attributes. Supported searches are determined by the Name Mapping policy. The Name Mapping consists of a group of search names. Available Name Mappings can contain all six Z39.50 Bib–1search attributes. SirsiDynix’s servers use either the Bath Profile Complaint (UNICRN_BTH) or SirsiDynix Symphony Standard (UNICRN_STD) server specifications for Z39.50 supported searches. When you are connecting to a SirsiDynix server, you can typically use these delivered Name Mapping policies. You can continue to use the CATALOG name mapping, but only Use Attributes are searched. You cannot take advantage of the six attribute searching.
For more information on delivered name mappings, go to Z39.50 Search Name Maps from the Z39.50 information link on the SirsiDynix Customer Support website (https://support.sirsidynix.com/kb/124707). Standard Name Mappings for other servers are also predefined. For other vendor sites or for sites that support additional attributes, you may want to create a new Name Mapping.
| 1 | Click OPAC Configuration on the Configuration toolbar. |
| 2 | Click Name Mapping, then click Create. |
| 3 | Type an easily identified Name and a Description for the site you want to connect to. You can either enter the searches that are available at a site in the Description field or enter the type of server or enter the specific server name. |
For example, neither the old LC (A,T,S,ANY,ISSN,ISBN,LCCN) Name Mapping nor the new VOYAGER (Endeavor Voyager Version 2000.1) name mapping meets your needs, so you create a new Name Mapping LOFC (Library of Congress).
| 4 | Click Add. |
| 5 | Select the new policy from the list, and click Modify. |
| 6 | For Search Name, use the gadget to select an existing search name. |
| 7 | For Search Use Attributes, create a Name Mapping that contains Bath Profile Compliant search names by using “Search Use Attributes” that are associated with numbers greater than 10000. |
| 8 | For Scan Use Attributes, use the gadget to display “Use Attributes” that are supported on the server using this search name mapping. When you use the gadget to select a value from the List to Choose from, the use attribute’s numeric value displays with the attribute’s name in the List Selected. Typically, when libraries provide you with use attribute information, they provide the numeric value. If the number that displays in the list selected is less than 10000, only the Use Attribute will be sent when the search is executed on the destination server. If the number is greater than 10000, six attributes can be sent. The GENERIC “use attributes” are numbered greater than 10000, but they contain only Z39.50 use attributes. GENERIC name mapping is similar to any Name Mappings created prior to Unicorn Version 2003. Server specific attributes have prefixes that identify them. |
| 9 | You may also specify a Sort Attribute. Many servers do not support sorting. If you are connecting to a SirsiDynix Symphony server, sorting is controlled by the Keyword Index. |
| 10 | Continue to add any search names supported by the server that you would like to make available to staff or patrons accessing this server and save your changes. |
| 11 | Halt and run the workstation server. |
How do I set up a destination for OCLC WorldCat?
Do the following to set up a Z39.50 Gateway connection to OCLC WorldCat server that can be used by SmartPort.
| 1 | Click OPAC Configuration on the Configuration toolbar. |
| 2 | Click Gateway Database. |
| 3 | Select IBISTRO (or whichever Gateway Database policy is associated with the Environment policy of your user records) and click Modify. |
| 4 | In the hierarchy area, click Knowledge Portal to expand the hierarchy. |
| 5 | Under Knowledge Portal, select Z39.50 Sites to activate create functionality. |
| 6 | If an OCLC Gateway group element has not been created, click Create to set up a connection. |
| 7 | Enter the following basic information about the new connection. Values are based on information obtained from the site you are connecting to. Default values are for a SirsiDynix Symphony server. |
|
Field |
Value |
|
Name |
OCLC |
|
Description |
OCLC |
|
Type |
Z3950_SRCH |
|
WWW in Use |
Yes |
| 8 | Enter the Basic tab attributes as follows. Values are based on information obtained from the site you are connecting to. Default values are for a SirsiDynix Symphony server. |
|
Attribute |
Value |
|
User Hierarchy Level |
STAFF |
|
Element Status |
AVAILABLE |
|
Icon Name |
TREE |
|
Display Instructions |
No |
|
Heading |
Window Title |
|
Available Clients for Access |
Webcat, Workflow, Infoview |
| 9 | Use the following values on the Destination tab. |
|
Attribute |
Value |
|
Number of Simultaneous Users |
Unlimited (24999) |
|
Timeout |
Unlimited (24999) |
|
Session Limit |
Unlimited (24999) |
|
Domain Name |
zcat.oclc.org |
|
Port |
210 |
|
Database Name |
OLUCWorldCat |
|
Format |
BIBMARC |
|
Result Set Naming |
No |
|
Sorting |
No |
|
Browsing |
Yes |
|
Cross References |
No |
|
Intermediate Results |
No |
|
Presentation Type |
Labelled |
|
Z3950 Search Mapping |
WORLDCAT |
|
Rank for Holdings Lookup |
0 |
|
Z3950 Operation |
Search |
|
Authentication Needed |
Yes |
|
Authorization String |
ID/password (The ID must be separated from the password with a slash.) |
|
Z3950 Record Syntax |
USMARC |
|
Post Holdings |
Yes |
|
Record Character Set |
[usually MARC8 or UNICODE, depending on the record encoding of the destination site] |
|
Query Character Set |
[usually MARC8 or UNICODE, depending on the record encoding of your library's site] |
|
Search Element Set Name |
FULL |
|
Catalog Element Set Name |
FULL |
|
Uniscript |
None |
| 10 | Use the following values on the Search Field tab. (These suggested values are based on the WORLDCAT Search Mapping for the OLUCWorldCat servers. The values available from the drop–down list always correspond to the values in the Name Map for the server or site which is set in the Z39.50 Search Mapping in the Destination tab.) Leave the Search Key blank and use AND as the operator for all of the names. |
|
Attribute |
Value |
|
Name 1 |
AUTHOR |
|
Name 2 |
TITLE |
|
Name 3 |
SUBJECT |
|
Name 4 |
ISBN |
|
Name 5 |
ISSN |
|
Name 6 |
LCCN |
|
Name 7 |
GPONUM |
|
Name 8 |
MUSICNUM |
| 11 | Use the following values on the WWW Information tab. |
|
Attribute |
Value |
|
Display Introduction |
No |
|
Display Paragraph |
None |
|
Display Sentence |
No |
|
Display Footer |
No |
| 12 | Halt and run the workstation server. |
For additional information you can use to connect to OCLC WorldCat databases, see the "Z39.50 Configuration Guide for OCLC Z39.50 Cataloging" page on the OCLC website at https://www.oclc.org/support/services/z3950/documentation/config_guide.en.html.
How do I set up my OCLC Name Mappings so we can search by OCLC Number?
Searching by OCLC Accession number is one of the most frequently used searches when connecting to OCLC.
| 1 | Click OPAC Configuration on the Configuration toolbar. |
| 2 | Click Name Mapping. |
| 3 | Select WORLDCAT, and click Modify. |
| 4 | Select OCLCNUM, and click Modify. |
| 5 | In the Search Use Attributes, select a delivered OCLC accession number attribute. |
Two values are delivered. The difference is that OCLC_ACCNUM_KEY_STRUC_WORD uses the structure attribute “word” and OCLC_ACCNUM_PHRASE uses the structure attribute “phrase”.
|
Numeric Value |
Description of Search and/or Server |
Use Attribute (1) |
Relation Attribute (2) |
Position Attribute (3) |
Structure Attribute (4) |
Truncation Attribute (5) |
Completeness Attribute (6) |
|
10094 |
OCLC Accession Number Keyword Structure Word OCLC_ACCNUM_KEY_STRUC_ |
12 |
3 |
3 |
2 |
100 |
1 |
|
10095 |
OCLC Accession Number Phrase OCLC_ACCNUM_PHRASE |
12 |
3 |
3 |
1 |
100 |
1 |
| 6 | Click Save Changes. |
| 7 | Halt and run the workstation server. |
What are OCLC’s Z39.50 catalog server searching specifications?
Searching strategies vary depending on search type. These are the most common hints needed to search OCLC.
| • | The Search Mode in Z39.50/SmartPort Preferences menu should be set to Word Search if you are doing a combination author and title search. |
| • | The Search Mode preference for Phrase Search should be used if you are searching for an exact title where the terms are common, such as the journal Nature. |
| • | You should use the Browse search in conjunction with search mode phrase to verify the form of the author/title/subject you are researching. |
| • | If boolean operators are part of a title in a phrase search enclose the search term in double quotes as in this example. |
“WAR AND PEACE”
| • | Do not include “a”, “an” or “the” if they are the first word of a title in a phrase search. |
| • | Type ISSN with hyphens. |
| • | Do not include hyphens in ISBN and LCCN searches. |
| • | Include spaces and hyphens in a MUSIC NUMBER phrase search. |
| • | Exclude all punctuation in GOVERNMENT DOCUMENT number searches. |
| • | The OCLC number is searched via use attribute 12. Create an OCLC number search name mapping. |
| • | When searching by OCLC number you do not need to include the ocm prefix. |
For more complete searching information, go to OCLC’s Searching Tips for OCLC Z39.50 Cataloging at http://www.oclc.org/support/services/z3950/documentation/searchtips.en.html.
How do I set up a destination for Library of Congress?
| 1 | Click OPAC Configuration on the Configuration toolbar. |
| 2 | Click Gateway Database. |
| 3 | Select IBISTRO (or whichever Gateway Database policy is associated with the Environment policy of your user records) and click Modify. |
| 4 | In the hierarchy area, click Knowledge Portal to expand the hierarchy. |
| 5 | Under Knowledge Portal, select Z39.50 Sites to activate create functionality. |
| 6 | If a Library of Congress Gateway group element has not been created, click Create to set up a connection. |
| 7 | Enter the following basic information about the new connection. Values are based on information obtained from the site you are connecting to. Default values are for a SirsiDynix Symphony server. |
|
Field |
Value |
|
Name |
LC |
|
Description |
Library of Congress Online Catalog |
|
Type |
Z3950_SRCH |
|
WWW in Use |
Yes |
| 8 | Enter the Basic tab attributes as follows. Values are based on information obtained from the site you are connecting to. Default values are for a SirsiDynix Symphony server. |
|
Attribute |
Value |
|
User Hierarchy Level |
PUBLIC |
|
Element Status |
AVAILABLE |
|
Icon Name |
KEYWORD |
|
Display Instructions |
No |
|
Available Clients for Access |
Webcat, Workflow, Infoview |
| 9 | Use the following values on the Destination tab. |
|
Attribute |
Value |
|
Number of Simultaneous Users |
Unlimited (24999) |
|
Timeout |
Unlimited (24999) |
|
Session Limit |
Unlimited (24999) |
|
Domain Name |
lx2.loc.gov |
|
Port |
210 |
|
Database Name |
LCDB (for UTF-8 records) LCDB_MARC8 (for MARC-8 records) |
|
Format |
BIBMARC |
|
Result Set Naming |
No |
|
Sorting |
No |
|
Browsing |
No |
|
Cross References |
No |
|
Intermediate Results |
No |
|
Presentation Type |
Labelled Fields |
|
Z3950 Search Mapping |
LC |
|
Rank for Holdings Lookup |
None |
|
Z3950 Operation |
Search |
|
Authentication Needed |
No |
|
Authorization String |
None |
|
Z3950 Record Syntax |
USMARC |
|
Post Holdings |
None |
|
Record Character Set |
[usually MARC8 or UNICODE, depending on the record encoding of the destination site] |
|
Query Character Set |
[usually MARC8 or UNICODE, depending on the record encoding of your library's site] |
|
Search Element Set Name |
FULL |
|
Catalog Element Set Name |
FULL |
|
Uniscript |
None |
| 10 | Use the following values on the Search Field tab. (These suggested values are based on the LC Search Mapping for the LC servers. The values available from the drop–down list always correspond to the values in the Name Map for the server or site which is set in the Z39.50 Search Mapping in the Destination tab.) Leave the Search Key blank and use AND as the operator for all of the names. |
|
Attribute |
Value |
|
Name 1 |
AUTHOR |
|
Name 2 |
TITLE |
|
Name 3 |
SUBJECT |
|
Name 4 |
ISBN |
|
Name 5 |
ISSN |
|
Name 6 |
LCCN |
|
Name 7 |
ANY |
|
Name 8 |
PUBDATE |
| 11 | Use the following values on the WWW Information tab. |
|
Attribute |
Value |
|
Display Introduction |
No |
|
Display Paragraph |
None |
|
Display Sentence |
No |
|
Display Footer |
No |
| 12 | Halt and run the workstation server. |
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