Fields: Add/Edit Discovery Source Site

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Fields: Add/Edit Discovery Source Site

Path: Search Configuration > Discovery Search Sources > Discovery Source Sites > Add Discovery Source Site

If you add or edit the settings for a Discovery source site, you must refresh the Discovery search cache afterwards. Your changes are not reflected in Searching or the Admin console until you refresh the search cache. (For more information about refreshing the Discovery search cache, see Refreshing the search cache.)

Discovery Source Name

Displays the name of the Discovery search source for which you are adding or editing a Discovery source site.

Discovery Source Site

Displays the name of the Discovery source site that you are editing.

Note: If you are adding a Discovery source site, this information does not appear.

Code

Specifies a unique code for the Discovery source site (up to 30 characters). This code is used to identify the source site on the Discovery Source Sites page and on any other pages that display the source site code.

Codes are displayed in all upper case letters. If you enter lower case alphanumeric characters for the code, the software automatically converts them to upper case when the code is displayed. The Code cannot include spaces. If you enter a space, Portfolio will display an error message when you save the settings.

Note: This value must be unique. If you enter a code that is already being used elsewhere on the system and try to save the site, the software displays an error message indicating that the value must be unique, and informing you that the value you entered is already being used for another site.

Name

Specifies the system name of the Discovery source site (up to 80 characters) for the specified language. This name is used to identify the source site on the Discovery Source Sites page and on any other pages in the Admin console that display the source site name.

You can edit the name of any delivered Discovery source site to reflect the library or libraries within the site. This can be useful when the Source Site name is visible in search results, such as when displaying availability. (For example, instead of using the default name “Marc Records” for the SD_ILS source site, you can change the name to “County Libraries.”)

For this field, you can also specify an alternate name for a specific language. Choose the language from the drop-down list of supported languages in the Admin console, then enter the localized name in the field.

Note: If your web browser is configured to use a display language that is not supported by Portfolio and you have chosen to display the Admin console in a language other than the default language (en_US), the language that displays in the drop-down list of supported languages defaults to US English.

If a localized name already exists for a specific language, the software displays that language name differently in the drop-down list. When you enter a localized name for a specific language, the language name appears with a “++” suffix. If you clear the localized name for a specific language, the software displays the language name without the different formatting.

Description

Specifies a text description of this Discovery source site (up to 255 characters).

Note: This field is optional.

Enable Site For "Buy It Now"

Enables the "Buy It Now" button in search results for titles that are harvested from the this source site.

Important: The "Buy It Now" button cannot be enabled until you have requested SirsiDynix to enable "Buy It Now" functionality for individual profiles. The "Buy It Now" button will appear in specific profiles and for specific source sites where it has been enabled.

You should enable "Buy It Now" only for those sites for which a retail site (such as Amazon) would provide for purchase. Enable Site for "Buy It Now" lets you select for which source sites you want to include "Buy It Now" functionality.

By default, Portfolio enables "Buy It Now" for these search sites:

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MARC Records (SD_ILS)

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eResource Central Template (SD_ERC_TEMPLATE)

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DiXML Documents (SD_DIXML)

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Library Favorites (SD_LIB_FAVS)

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Other MARC Records (SD_OTHER_MARC)

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PDF Recordss (SD_PDF)

By default, these sites are not enabled:

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Asset Documents (SD_ASSET)

•

Rooms Content (SD_CONTENT)

Note: After enabling or disabling the "Buy It Now" functionality, you must run the associated Index task before the "Buy It Now" button will display in search results.

Search Pipeline

Specifies the pipeline, or type of data, that is coming from the Discovery source site.

Note: If you choose a search pipeline that does not handle MARC data, Portfolio disables the ILS and MARC-related options under the “MARC Settings” heading.

You can choose from these options:

Option	Description
SirsiDynix DiXML Parser	Parses any DiXML data coming from the Discovery source site.
SirsiDynix Flat File Parser	Parses any COSATI data coming from the Discovery source site. SirsiDynix Symphony supports COSATI flat files as Tech Reports. Important: Only the Symphony ILS supports the COSATI format. Libraries using the Horizon ILS should not use this search pipeline.
SirsiDynix Library Favorites Parser	Parses any Library Favorites data coming from the Discovery source site.
SirsiDynix MARC Parser	Parses any MARC data coming from the Discovery source site.
SirsiDynix MARC Parser (No Agent)	Parses any non-ILS MARC data coming from the Discovery source site.
SirsiDynix PDF Parser	Parses any PDF data coming from the Discovery source site.

MARC Settings

Request Item URL

Specifies the URL (up to 256 characters) to link to your library’s OPAC.

When you enter a value in this field, the software displays a Request Item link on the detail display for a title. When users click the Request Item link, the software displays a popup window with title details from the OPAC you specify. There users may view availability information or place a hold depending on your OPAC configuration.

If you are using e-Library with the revD page set and you choose Elibrary for OPAC Type (below), instead of opening the OPAC in a window, the software simply presents the e-Library hold form so that users can place a hold without leaving Portfolio.

Request Item URL is optional. If you do not specify a value for this field, the Request Item link will not appear on the detail display.

Note: If you specify a Symphony URL (below), Portfolio will query the ILS server when users choose to display title details. If the ILS server reports that the title is not holdable, the Request Item link will not display.

The following table shows example Request Item URLs for the OPAC software that Portfolio supports:

OPAC	Example URL
e-Library with revD page set	http://server_URL/uhtbin/cgisirsi.exe/x/0/0/5?searchdata1=VSE-ILS-KEY{CKEY}
iBistro, iLink (e-Library with revC page set)	http://server_URL/uhtbin/cgisirsi.exe/x/0/0/5?searchdata1=VSE-ILS-KEY{CKEY}
Web2	http://server_URL:server_port/web2/tramp2.exe/do_keyword_search/guest?setting_key=english&servers-1home&query=VSE-ILS-KEY{CKEY}
HIP 4.x	http://server_name/uPortal/Initialize?uP_tparam=props&props=&uP_sparam=activeTab&activeTab=2&doSearch=true&index1=BIB&term1=VSE-ILS-KEY
HIP 3.x	http://server_name/ipac20/ipac.jsp?&profile=main&bibkey=VSE-ILS-KEY&lang=eng&menu=request&submenu=none

The VSE-ILS-KEY token is required in the URL. When users click Request Item in the detail display, Portfolio replaces VSE-ILS-KEY in the URL you specify with the title key or record ID of the displayed title.

Note: In order to be valid, Request Item URL must begin with “http://” or “https://” and contain “VSE-ILS-KEY”. If you do not enter “http://” or “https://” or include the “VSE-ILS-KEY” placeholder, the software displays an error message indicating that you must include this information in the URL.

OPAC Type

Specifies the type of OPAC that you want to connect to.

Select “Elibrary” if you configure the Request Item URL (above) for e-Library with revD page set. This allows users to place an e-Library hold from within Portfolio.

Select “Other” for all other OPAC types.

The default is Other.

Alternate Request Item URL

Specifies an alternate request item URL to use if you configure the Request Item URL (above) for e-Library with revD page set.

Portfolio uses the Alternate Request Item URL only if there is no item barcode associated with a record in Portfolio or if there is a problem with the Request Item URL.

This URL is the same kind of URL you would use for an iBistro/iLink OPAC, for example:

http://server_URL/uhtbin/cgisirsi/x/0/0/5?searchdata1=VSE-ILS-KEY{CKEY}

When the alternate URL is invoked, the Request Item link behaves as it does for other OPACs: the OPAC title display is embedded in a popup window.

Alternate Request Item URL is optional.

This field is only active if you select Elibrary for OPAC Type (above).

Web Services

Specifies the instance of Web Services for an ILS server (see Managing Web Services). Web Services allows the software to retrieve real-time item status information from an ILS to support these features:

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Display of item availability (see Setting up availability)

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Display of Request Item only for titles that qualify as holdable

After selecting the web service, you may click the Test Connection button to test the connection to the server. If the Discovery client is able to connect to the server, “Test Successful” displays next to the button.

If the connection to Web Services fails for any reason, it will display “Test Failed”. Verify that the URL is correct.

If the Discovery server is able to communicate with the Web Services instance but the Web Services instance cannot connect to the ILS server, the software displays a message indicating that the ILS server is unavailable.

If you need help troubleshooting connection issues, consult with the administrator for your Web Services instance to verify that the service is running and is properly configured.

If this field is set to None, item details will be unavailable in the Checkout tab of My Account. Item details are still available in all other areas of Portfolio, however.

Default Catalog Standard

Specifies the cataloging standard being used by your ILS for MARC records. By default, Portfolio detects this setting by the last four characters in the leader. If those digits are "4500", Portfolio treats the file as a MARC 21 record. If the last four digits are "450 " (the last character being a space), Portfolio treats the file as a UNIMARC record. Any other code (for example, "45 0" defaults to the selection specified in the Default Catalog Standard drop-down list.

Important: If Portfolio is displaying information from MARC records in incorrect fields, check your MARC records to ensure that the code in the leader is correct. Correcting the code in the records may fix the problem.

MARC Map (Primary MARC Record ID)

Specifies the MARC map that defines the primary MARC record ID for identifying and tracking MARC records in your ILS.

ILS Item Default

Specifies how Portfolio should handle item information by default.

Search Field Defaults

Lets you specify default values for any search field that is available for this Discovery source site.

Search Field

Displays a list of all the search fields available for this Discovery source site.

Note: If you want to display format type icons in Searching, you must specify a value for the Format search field when you set up the Discovery source site for which you want format type icons to display.

Value

Specifies the corresponding default value of the search field. Enter the alphanumeric value that you want to function as the default value for the search, then click Add. Once you have added the default value for the search field, the search field and the default value are displayed in the Defaults field.

Defaults

Displays the existing search field name with its default value for any search fields where you have specified a default value.

You can remove a search field default by selecting the search field default and choosing Remove.

Note: The Relevance Sort search field automatically assigns default values for delivered source sites. (For more information about Relevance Sort, see Sorting search results with the same relevance score.)

Do not change the default Format value in Search Field Defaults in the SD_ERC_TEMPLATE search source site. Changing this value will keep your instance of Portfolio from integrating with SirsiDynix eResource Central. For more information, see Setting up SirsiDynix eResource Central.