EDS Custom Catalog Questionnaire

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  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

Welcome

Thank you for choosing EBSCO Discovery Service’s Custom Catalog.  In order for us to create your catalog, we need you to complete the  following questionnaire listed below.  

Please note some of the questions relate to your existing ILS.  If you have questions about your ILS, or the data, you may need to contact your provider directly.   In addition, the questionnaire is currently structured for the MARC data format.  As we expand our supported formats we will be updating the form to meet the needs of these formats.  In the meantime, if you are unable to answer a question, please contact eds@ebsco.com.

In this questionnaire you will be asked the following questions:
•   Basic information about you and your library
•   Description for your catalog
•   Information about your ILS
•   Your metadata format and basic elements
•   Information for setting up Real Time Availability Check (RTAC)
•   Your location look-up table
For your reference, an overview of the process of setting up your EDS Custom Catalog database is available on the EBSCO Support Site:
http://support.ebsco.com/knowledge_base/detail.php?id=5016

  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

Welcome

If you see a  next to a question, hover your mouse over the icon to see additional information and/or examples to assist you in answering the question.

Anext to a field indicates a required question.  If you do not provide an answer and attempt to submit the form, you will receive a prompt indicating the form is incomplete. 

We have provided progress tracker at the top of the form for your convenience. You may stop and resume the questionnaire at any time by selecting the check mark located above the progress tracker. 

To begin the form please select the "Next Page" below!
  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission


Customer Information

In order to better serve you, please input the following information:






  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

EDS Custom Catalog Questionnaire


Thank you for telling us about your account information. Please complete the following questions that pertain to your catalog records.

Please click 'Next Page' to continue
  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

EDS Custom Catalog Description


The name will display in the Content Providers facet in EDS as well as in EBSCOadmin. The name can be changed in the future, if necessary, upon request. Example: U of Georgia Catalog
  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

About your ILS



  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

Metadata


EBSCO supports MARC21 (preferred), UNIMARC, KORMARC, Integrated KORMARC, CNMARC, and MARCXML.



OAI-PMH Notes: • This syntax may be useful for testing: {baseURL}request?verb=ListRecords&metadataPrefix=marc21 • If your OAI harvest link changes after implementation, you must contact EBSCO immediately to ensure regular updates.



Example: 001, 907 $a, 035 $a
  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

Metadata

Please tell us the fields, subfields, and/or values in your data that is used for holdings fields once you have exported records from your ILS with holdings. The values you identify will display on the results page and detailed records. We use these values to create location limiters and index call numbers and locations:


Example: 945 $a $b Example: 852 $a $b Example: 050 $a $b

Example: 945 $l

Example: 945 $i

Here is a view of the catalog holdings display in EDS:

  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

URLs in Records

Please identify the fields and subfields in your data that contain URLs. Example: 856  41 $uhttp://www.loc.gov/catdir/toc/fy045/68018389.html$yClick here to access full text$zOff Campus Access$3Table of Contents:
Example: 856 $u; 956 $u
Example: 856 $y
Example: 856 $z
Example: 856 $3

Here is an example of a URL link on the Results List when no link text is available:

  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

Identify eBooks & Audiobooks

Please complete the following fields with the appropriate values if you would like to enable the identification of non-EBSCO eBooks and Audiobooks in your catalog. Records can be identified by listing the fields, subfields, and values contained therein. EBSCO will use these values to identify eBook and Audiobook publication types in your collection as well as to create limiters so you can narrow your results:



Example 1: 245 $h contains “[electronic resource]”

Example 2: 852 $h contains “ebook” or “electronic book”

Example 1: 655 $a contains “audiobooks” Example 2: No Audiobooks in our collection.

Examples: eBook, Audiobook, e-resource
  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

Direct Links


Example:
http://{YourILSURL}/record={UniqueID}

http:// {YourILSURL}/uhtbin/cgisirsi.exe/x/0/0/57/5/3?searchdata1={UniqueID}%7BCKEY%7D

Example: 001; 035 $u; 907 $a
  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

Real Time Availability Checking (RTAC)


Real Time Availability Checking (RTAC) User Guide:
http://support.ebsco.com/knowledge_base/detail.php?id=6673
When RTAC is enabled users are notified of an item’s status. Here’s an example of a catalog holdings table with RTAC enabled:


Z39.50 Values
EBSCO will query your z39.50 server to retrieve real time availability holdings. If you are behind a firewall and require EBSCO IP addresses to add network exceptions, please visit: http://support.ebscohost.com/knowledge_base/detail.php?id=6717









  1. Welcome
  2. Account Information
  3. EDS Custom Catalog
  4. Additional Contacts
  5. Comments
  6. Submission

Upload a Location Lookup Table

A location lookup table is used to create catalog location limiters specific to your institution based on the location information coded in your MARC data. The location lookup table also translates location codes in your data to create facets in the Results List in EDS. A location lookup table is optional but strongly recommended. It can be added to your profile in the future upon request.

To create a lookup table, which will be used to define the library location facet in the results list, please review the information and instructions available on our Support Site:

http://support.ebscohost.com/knowledge_base/detail.php?id=5018

The location lookup table you create should look like this:


  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

Additional Contacts

If you would like to send a copy of your catalog questionnaire form to others, please enter their email addresses below separated by a comma. If you do not wish to copy anyone, you may leave it blank. Note:  You will receive a copy of your submission form to the email address you provided in the Account Information section.

  1. Welcome
  2. Account Information
  3. Catalog Questionnaire
  4. Additional Contacts
  5. Comments
  6. Submission

Comments


For questions, comments, or concerns in regards to your general EDS implementation, please email eds@ebscohost.com.

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