EDS Custom Catalog Questionnaire

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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

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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.

A

next 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!

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Customer Information

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

First Name

Last Name

Email:

Phone:

Institution Name:

EBSCO Customer ID:

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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

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EDS Custom Catalog Description

1. Provide a name for your catalog (80 character limit):

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

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About your ILS

2. Name of ILS Vendor, software, and version:

3. Please identify approximately how many bibliographic records are in your catalog. We want to have a full data set before we add the catalog to your EDS profile:

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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:

6. Call or Class Number:

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

7. Library Location:

Note: If you are including a lookup table, the information in the below subfield should correspond with Column A, Location_Code, in the table

Example: 945 $l

8. Barcode or Copy Identifier *Not for Display:

Example: 945 $i

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

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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:

9. URL Link:

Example: 856 $u; 956 $u

10. Link Text:

Note: The words "Online Access" will display as the URL link text if a field or text is not specified here.

Example: 856 $y

11. Public Note:

Example: 856 $z

12. Material Type:

Example: 856 $3

13. Do you want URLs contained in the record to display on the Results Page?

YesNo

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

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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:

14. eBook fields, subfields, and values

:

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

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

15. Audiobook fields, subfields, and values

:

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

16. If you would like any catalog records to return when the Full Text limiter is selected, please tell us how EBSCO can consistently identify a record as having Full Text available:

Examples: eBook, Audiobook, e-resource

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Direct Links

17. Provide the permalink and URL syntax that links directly to each item record in your ILS. Adding the link enables users to go directly from the EDS profile to the item in your OPAC:

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

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

18. Identify the field and subfield that contains a unique identifier value that can be used in the above OPAC permalink. This value will be inserted in {UniqueID}:

Example: 001; 035 $u; 907 $a

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Real Time Availability Checking (RTAC)

19. Do you want EBSCO to connect to your Z39.50 or REST service to retrieve and display holdings (status, location, call number, etc.) for your catalog items? Note: When RTAC is available it will populate the Catalog Holdings Table, overwriting any static holdings designated in the Metadata section of this form.

Yes, I want to connect through my Z39.50 service.Yes, I want to connect through my REST service.No

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

Address

Port

Database

User Name

Password

Unique ID to search z39.50

Please provide us with a base REST URL with the address and query string we can use to access XML for your data. Please also provide us with any additional related documentation for the REST API:

20. Does your ILS have a simultaneous user session limit?

YesNo

What is the limit? Note: Your z39.50 or OPAC server may experience increased traffic through custom linking and z39.50 RTAC queries.

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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:

21. Upload location lookup table file here:

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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.

22. If you would like to send a receipt of the completed questionnaire to additional contacts, please add their email addresses to the field below separated by a comma ( , ).

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Comments

23. If you have any comments, concerns, or questions in regard to this form please address them below (250 character limit):

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