Locate Setup Questionnaire

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Welcome to EBSCO's Locate Setup questionnaire. This questionnaire is designed to help us configure and customize your new Locate instance. The answers you provide will be used by the EBSCO Implementation team to better facilitate the setup, testing and deployment of your new Locate resource.  

The estimated time for completion of the questionnaire is 20-30 minutes. In order to complete this questionnaire, you will need to have a working proficiency with your organization’s SSO capabilities and be able to provide a link to the IdP (Identity Provider) SAML metadata file (Note: You may need assistance from your IT department for this information.). If you are unsure or unable to complete the questionnaire, please contact your Implementation Project Manager (IPM) or email us at ebscosaasimplementations@ebsco.com, and we’ll be glad to assist you.

The questionnaire will cover the following topics:
  • Authentication Configuration
  • Your Library User Groups
  • Just-in-time User Creation
  • Format and Location Mappings & Pickup Locations
  • RTAC (Real Time Availability Checker) Display
  • Branding
Please note that you may, at any time, save this form to resume it later, as well as advance past required fields (noted with a red *) to come back to. It is only when you attempt to submit the form that you will be warned of the required fields remaining to be completed.


About Locate:
Locate, EBSCO’s OPAC solution for FOLIO, brings all library services under one roof, making integration, service and support seamless. Using Locate, patrons can search and browse their library’s catalog, add titles to their bookshelf, and place a hold on a title to pick up at the library.

Learn More: Locate: Frequently Asked Questions for Administrators


Contact Information

Please provide your contact information. We will contact you to review your submitted questionnaire and your setup status.




SAML Metadata


i.e. If you have Google Workspace, download it from the Google Identity Provider details page, then upload to a site of your choice to obtain the URL link
For more information, please visit the following support document: Set up your own custom SAML application

SAML Attributes

How does Locate manage user accounts?

 

User details and library transactions (circulation, requests, fees) are tied to the FOLIO user account. Locate maintains a "shell" patron record with the minimum information required (first name, last name, email and external system ID) for the user to authenticate into Locate and match the user to their corresponding user account in FOLIO.


The External System ID in Locate must match the External System ID in FOLIO in order for the user to log into Locate and for user's loans, requests and fees to display. 

 

For this reason, please indicate which field you are using for the External System ID in FOLIO and in Locate. This value must be available in your directory and released to Locate. If you're not sure, please write N/A and we will discuss this further with you.

Please indicate the Attribute Names that your organization will be including in your SAML Assertions. 


Note: A unique, persistent user ID is a required attribute for EBSCO’s SSO integration into Locate. Examples of the Attribute Names we’re looking for below can be found here and here. Please indicate exactly how the Attribute Name appears in your Identity Provider.

User Information

In order to set up the best access and authentication solution for your library's Locate instance, we'd like to learn more about your library's users.

Most importantly, we need to know:
  • What type(s) of users (groups) have library patron accounts?
  • Which user groups should have patron empowerment functionality in Locate? This includes viewing and renewing loans; placing, viewing, and cancelling requests; and viewing fees/fines.
  • How and where are the accounts are managed?

Note that Locate is open to guest users to search and view item details. Authenticating (personalizing) into Locate is only required for patron functionalities such as placing or cancelling a request, viewing any checkouts and/or fees associated with a user's account via My Bookshelf. 




Just-In-Time User Creation



Test User Information

Providing EBSCO's implementation and support teams with a test user account for your library will greatly decrease the turnaround time for your setup and is extremely helpful in troubleshooting issues that we we may encounter during the setup process. 

If setting up SSO authentication to Locate, the test account must be configured with the same user data attributes to be used for production users, must also exist as a patron record in FOLIO, and the persistent ID must match the external system ID in FOLIO. 

Thank you!
Please make sure that the test user is setup in the same group and with the same permissions in your Identity Provider and/or FOLIO as your patrons/users, so we can fully test access and patron empowerment functionality. 

A member of our team will reach out soon to securely obtain test credentials. Please proceed to the next page.


IF THERE ISN'T ANYONE WHO CAN COMMIT TO RUN VERIFICATION TESTING WITH US WE WILL HAVE TO HOLD YOUR IMPLEMENTATION UNTIL SOMEONE CAN BE AVAILABLE OR UNTIL YOU CAN PROVIDE TEST CREDENTIALS. 
IMPORTANT! Test accounts are highly recommended to help facilitate the confirmation of the Locate-FOLIO connection.

Format Mappings

We perform a mapping during Indexing to populate the Format Filter displayed for a title in Locate. 

By default, the Format Filter maps from the Material Type field on the FOLIO item record or the Format field on the FOLIO instance record, if there is no item record. This provides the desired format mapping in the case of eBooks and other records where there is only an instance record and no item record.
Format Filter Display


Pickup Locations

Locate exposes service points as pickup locations when the pickup location value is set to Yes in FOLIO.

However, if the library does not want to expose a service location to patrons, but the pickup location value is set to Yes in FOLIO, we can still hide that location from displaying in Locate. 

For example, you may have a pickup location that is designated for ILL, or one that may be temporarily closed.




How to find your location information:
Location UUID

Disallow Placing Holds based on Location

By default, the "Place a hold" button will appear for all item records in Locate.


In order to hide the "Place a hold" button on certain items, you would need to provide a list of those items' specific locations. 

For example, you may wish to hide the "Place a hold" button on library-use only items, such as archives and special collections, or on electronic items.


RTAC Display for E-Resources

Locate has the ability to hide the RTAC table from displaying for e-resources based on specific Formats of the Instance Record.


Instance Format Code

Your Locate Branding

When setting up your Locate instance, we will utilize the logo that is stored in FOLIO. The logo appears in the top left corner of your Locate interface.





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