Welcome 1 Introduction About how z 39 50

Welcome 1

Introduction • About how z 39. 50 works in Millennium • Will cover the following; – – – – What is z 39. 30 anyway? What does z 39. 50 do? How to set up z 39. 50 in Millennium Sources and tips MILCAT and GUICAT ILL and Visiting other libraries Web. OPAC • Library Catalogues - Simultaneous Searching (aka broadcast) • Online Databases – Free and Subscription – Z 39. 50 & ‘the future’ – Trouble Shooting & Suggestions – Questions? ? ? 2

What is z 39. 50 anyway? “Z 39. 50. . . is a protocol which specifies data structures and interchange rules that allow a client machine (called an "origin" in the standard) to search databases on a server machine (called a "target" in the standard) and retrieve records that are identified as a result of such a search” (Steve Bade, IUG 11) 3

What does z 39. 50 do? • Z 39. 50 is a national and international (ISO 23950) standard defining a protocol for computer-to-computer information retrieval. Z 39. 50 makes it possible for a user in one system to search and retrieve information from other computer systems (that have also implemented Z 39. 50) without knowing the search syntax that is used by those other systems. Z 39. 50 was originally approved by the National Information Standards Organization (NISO) in 1988. The Z 39. 50 Maintenance Agency Page, includes documentation and information related to the development and ongoing maintenance of the Z 39. 50 standard. (From the Library of Congress's z 39. 50 pages) – So the world can be searched without leaving your workstation. 4

What does z 39. 50 do? • Millennium is z 39. 50 enabled/compatible – we can use it to make our lives easier in a number of ways • The most obvious is Cataloguing • A newer use in Millennium is for ILL’s • Also works in the Web. OPAC for – Simultaneous Searching of other libraries catalogues – Simultaneous Searching of Databases – both free and subscription. 5

How is z 39. 50 set up in Millennium? • • • Set up must be done step by step. Our old friends – PORTS Configure your z 39. 50 server Limit Network Access Make entries for the libraries and / or databases you want to access • TEST, TEST!!! 6

How is z 39. 50 set up in Millennium? • So here’s the Millennium Techie Bits – it won’t take long. • Your firewall must be open • PORTS – 210 – 211 7

How is z 39. 50 set up in Millennium? • Limit Network Access – Follow the path A A L (log in) N – Set your parameters for (if necessary) • • Z 39 Server PCZ 39 (MILCAT & GUICAT) WWW(211): Z 39 Minimum access is gained by listing your specific IP’s for on campus access, and those of III. (III need access to everything!!!) • Useful tip – view access attempts rejected, view nonlocal access attempts allowed. 8

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How is z 39. 50 set up in Millennium? • Configuring the z 39. 50 server • Come out of Limit Network Access and choose option Z. • Then choose Z again - Bath Profile compliance level 1 with Release 2002 Phase 3 should be set to avail of new features. – Set the ISO Latin 1 Character Set to Y – Set Enforce attribute checking to Y (Save changes) – Your must have “Advanced Searching” for this to work 10

How is z 39. 50 set up in Millennium? • • • III Setup: None Library Setup: Perform the steps listed on Bath Profile (page # 105499). In the Manual there is a lot of information: – Z > Z 39. 50 server file, page # 101736 f – Modifying the Order of Entries in the Z 39. 50 Servers File, page # 101737 – Adding a Server to the Z 39. 50 Server File, page # 101738 f – Adding a Database to the Z 39. 50 Server File, page # 101739 f – Adding Search Options for a Database, page # 101740 f – Search Attributes for Selected Servers, page # 101741 f – Search Attributes for the Z 39. 50 Server, page # 101745 – The Z 39. 50 Server and Authority Records, page # 101747 – Exporting Holdings Information, page # 105518 – Z > Z 39. 50 Server, page # 105498 – Z 39. 50 Server, page # 101742 – Server Information Needed by Remote Z 39. 50 Clients, page # 101744 – Search Attributes for the Z 39. 50 Server, page # 101745 – Attribute Checking, page # 105514 – Bath Profile, page # 105499 – Bath Profile - Level 0, page # 105508 – Z 39. 50 Client, page # 101248 – Advanced Keyword Searches, page # 101241 11

How is z 39. 50 set up in Millennium? • Now you’re ready to enter data for the servers you want to be able to search. Good sources of information include: – One idea is to start with Innovative Sites, such as the Institutes of Technology in Ireland. – Most are now have their z 39. 50 servers set up for access. – Manual Page 101741 • This page has the details for 13 different systems. • Other sites can be located via Csdirect's list of customers. – So the whole world is now your oyster… so long as you have the right Oyster Knife… 12

Sources & Tips • Useful information on CSDIRECT – Training Exercise to get you going – Web. OPAC tutorial – relevant wwwoptions – Z 39. 50 FAQ – Systems Handbook – IUG presentations on both CSDIRECT and IUG Website. – Manual Pages 13

Sources & Tips • But it’s not all in the manual… – Getting the settings right takes a lot of trial and error. – Test in MILCAT before you make the target available on your Web. OPAC. – Other sources of information include; • Indexdata - The Z 39. 50 Target Directory • UK Z Directory – Directory of UK z 39. 50 users • Bookwhere / Web. Clarity Resource Registry from Webclarity ((subscription) not really needed) • Bib 1 attribute set (complete) • Library of Congress z 39. 50 gateway • Library of Congress list of implementers 14

Sources & Tips • So what other libraries can I enter: – Innopac z 39 servers account for 18% of world usage, which means that there are lots of libraries out there that we can access with the one set of database attributes and almost the same server settings. • Use the III client list as a source for servers, and use the manual for the Innopac configuration. – Innopac has the second highest implementation of z 39 worldwide. • In theory any z 39. 50 compliant library – problems with ALEPH and TALIS in Ireland. • One work around is to create an entry for COPAC (settings available on their web site. ) – Access 26 libraries at once including; • British Library, Trinity College Dublin, Oxford, Wellcome Library, National Library of Wales, National Library of Scotland 15

Sources & Tips • And so the real fun begins • Tips on how to understand what you have found on the internet means. – The most useful page that I have found is the Z 39. 50 Statistics page on Indexdata. This page lists the most commonly used attributes. Foe example; 4 for Title searching, 21 for subject headings, and 7 for ISBN. • You must have the correct set of attributes for the search to work. 16

Sources & Tips • Making sense of the attribute jungle – Indexdata gives the BIB 1 use attribute for a server only. – You will need to refer to the user manual for guidance on what to enter for the other values. (Try the default settings first…) or play around with them until you get the right combination. – Bib 1 attribute compliance makes this easier. – Many z 39. 50 servers will give this information on related web pages if you have a look, and some of the sources listed above give them too, so it’s not all bad news. 17

Sources & Tips • • • Attribute Sets. From Z 39. 50 for All , Ariadne Issue 21 “The manner in which the Search process is governed is closely linked to the Attribute Sets being used . . . Each of these attributes can have one of several values, and these values govern the manner in which a search proceeds. Perhaps the best known Attribute Set is Bib-1 [19], an Attribute Set originally designed for bibliographic resources but now commonly used for a wide range of applications. Bib-1 comprises six groupings of attributes, or Attribute Types. These are Use Attributes, which define the access points for a search (title, author, subject, etc. ) Relation Attributes, which determine how the search term entered by the user relates to values stored in the database index (less than, greater than, equal to, phonetically matched, etc. ) Truncation Attributes, which define which part of the value stored in an index is to be searched (the beginning of any word in the field, the end of any word in the field, etc. ). i. e. on a search for 'Smith', does the stored value start with 'Smith', end with 'Smith', or something else entirely? Completeness Attributes, which specify whether or not a search term can be the only value in an index. Position Attributes, which specify where in an index field the search term should occur (at the beginning, anywhere, etc. ) Structure Attributes, which specify the form to be searched for (a word, a phrase, a date, etc. ) 18

Sources & Tips • Attention normally only focuses upon discussion of Use Attributes, but it is important to correctly set values for the other five attribute types as well if a search is to have maximum value. • These other attribute types are frequently interpreted differently by the suppliers and specifiers of Z 39. 50 systems, making it difficult for users to interoperate with 'unknown' systems from a vendor with which they are unfamiliar. • Work on Profiles such as the Bath Profile (see below) has gone some way towards standardizing the setting of all these attribute types, thus increasing the likelihood of reliable searches across a wide range of Z 39. 50 systems. ” 19

Sources & Tips • Deciphering the information on Indexdata… • Z 39 targets are presented in alphabetical order, stating reliability of access, ip address/url, port, and Bib 1 use attributes used. • For example; IT Tallaght’s z 39 server is entered in the database as follows. 20

Sources & Tips Target Name http: //www. ittallaght. ie Db Name INNOPAC Access 100% Address Port Record Syntaxes Services/ operators millennium. ittallaght. ie 210 USmarc OPAC search, present, scan /and, or, andnot Explain/ Implementation None/ z 39 -innopac Bib-1 Use Attributes 1 -9, 12 -13, 16 -19, 21, 25, 28, 3344, 47, 1003, 1007, 1016, 10351036 IT Tallaght entry from Indexdata 21

How is z 39. 50 set up in Millennium? • As you can see this is very different from how we enter data into millennium • This next slide shows our entry for ourselves. • Looking at this entry it is easy to see how the data is put together for the library’s catalogue. – Server Information – Database Information 22

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How is z 39. 50 set up in Millennium? • The server information is entered separately. • You must ensure that all you details in both entries are correct especially the internal code for the server which may differ significantly from the name you want to display on your Web Opac. • Here’s our entry for GMIT’s server. – Entries 5 & 6 are left blank at the suggestion of the III helpdesk! 24

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Sources & Tips • We have many servers set up at IT Tallaght and use them for specific tasks; • Web Opac; - – Both individual and simultaneous searching • – 2 separate pages. • Cataloguing • ILL’s and Visiting other libraries. 26

Sources & Tips – We have 74 entries, some of which are still works in progress. • We do not display most of them on the Web Opac, but they are very useful for cataloguing. • For example we have set up a number of III customers including the following UK institutions, which have proven very useful for cataloguing electronic publications, monographs and serials. 27

Sources & Tips • Durham University. • School of Advanced Studies, London. • School of Oriental & Advanced Studies, London. • Sheffield Hallam, University. • St. Andrew’s University. • Wellcome Library. • • University of Glasgow. University of Hull. University of Sterling. University of Liverpool. University of London. University of Luton. University of Wales, Bangor. 28

Sources & Tips • As a result of being able to add z 39 servers when we need, as cataloguing projects come along, we are able to select appropriate sources, and add them to our set up. • Recent additions to meet cataloguing project requirements include; • Melvyl, Yale, National Library of Australia, UNC Coastal. • Additions like this drastically reduce the amount of time staff have to spend on original cataloguing!!! 29

MILCAT and GUICAT • Z 39 searching is available in MILCAT & GUICAT. To optimize this function; – Set up groups of servers to meet your subject specializations. – Make sure you are selecting libraries who use MARC 21, and who’s z 39 servers deliver data in MARC 21 format. – For example neither the British Library nor COPAC deliver in MARC 21, so if you import a record for cataloguing all fields end up in a MARC 500 field. 30

MILCAT and GUICAT • Remember if you are using an imported record that you still need to edit it locally because; – The original record many have local notes, holdings information etc, in it that need to be corrected/erased. – You may need to add local information, add locally used fields, and change some of the MARC i. e. 092 to 082 04 for the DDC number. 31

ILL & Visiting other libraries • Other uses for z 39. 50. – Our patrons like to use the Web Opac pages; • To search for titles before they visit a library • To search for titles that might be available to them via our ILL department – We are encouraging this usage, and utilizing the ‘Partners’ facility in an effort to bring down our ever increasing ILL costs. 32

ILL & Visiting other libraries • MILILL & z 39. 50 – Z 39. 50 searching is available in MILILL, and has proven very useful for our ILL’s service. • We have set up the British Library and COPAC for use by our ILL department mainly. – With one search from with in MILILL our ILL administrator can search the BL, COPAC, Info. Trac, any IT’s that are setup, only needing to check availability once the requested title is located. This cuts down on staff time considerably as well as saving on ILL costs. 33

Web. OPAC - Introduction • Web Opac - The most visible side of z 39. 50 to the user. – Two separate pages; • Z 39 menu. html • System generated simultaneous searching page. – The Z 39 menu. html page is editable, and you can list non z 39. 50 links here too. We have listed all IT’s, the Irish Universities, the National libraries of Ireland, the 3 in the UK, and those who’s languages are thought in IT Tallaght, as well as COPAC and Gabriel. – Each entry must be individually entered and edited. 34

Web. OPAC WWWOptions • To get the Web. OPAC to display z 39. 50 servers, and for searches to work you need to consider your parameters for the following WWWOptions; – Z 39 PORT (redirect after search) – Z 39 RESTRICT & Z 39 IPOK (restrict ip access) – Z 39 SEARCH (must have broadcast searching to use – puts z 39. 50 search on the menu) – Z 39 MULTI (limit the number of records downloadable) – z 39 BROADCAST[_lang](controls language of display elements) 35

Web. OPAC - Simultaneous Searching • System Generated z 39. 50 page – This page displays the z 39. 50 server entries which do not have an X placed in front of the' Display name for server’ in the server information set up. – It allows users to search selected servers simultaneously, in a familiar interface via the Web. OPAC, and select to view all results or just those from a particular location. • The user does not have to know how to search each individual server. 36

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Web. OPAC – Online Databases • Simultaneous searching – Not just of library servers, or what to do until you can afford Web. Bridge and/or Metafind. – As our users gravitate more towards electronic information, we are moving into providing z 39. 50 searching for those databases, both subscription and non-subscription. – Non subscription databases currently available for our users include; BIOME, BUBL, EEVL, Humbul, RDN, Reveal, SOSIG. • Hope to add BIZED, HDS, MIMAS NNov. MEd and PSIgate in the near future. 42

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Web. OPAC – Online Databases • Searching Subscription Services • Info. Trac is searchable via z 39. 50. – Responsibility regarding copyright means you need to limit access by IP to Info. Trac via Z 39. 50, or it will be open to everyone as full text displays in the MARC 900 field. • There are two wwwoptions that limits access, by IP, to a database. Here are ours for Infotrac; – Z 39 RESTRICT=Info. Trac/ITOF – Z 39 IPOK=193. 1. 120. *; 193. 1. 121. *; 193. 1. 122. *; 193. 1. 123. *; 193. 1. 124. *193. 1. 125. *; 193. 1. 1 26. *; 193. 1. 127. * » But there is a glitch – currently it doesn’t work on the system generated pages – it only works on the z 39 menu. html page, until it is fixed with Millennium Silver. 48

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Z 39. 50 and ‘the future’ – Standard keeps developing – ZING – Z 39. 50 International ZING, "Z 39. 50 -International: Next Generation", covers a number of initiatives by Z 39. 50 implementers to make the intellectual/semantic content of Z 39. 50 more broadly available and to make Z 39. 50 more attractive to information providers, developers, vendors, and users, by lowering the barriers to implementation while preserving the existing intellectual contributions of Z 39. 50 that have accumulated over nearly 20 years. Current ZING initiatives are SRW (including SRU), CQL, ZOOM, ez 3950, and Zee. Rex. Some (for example, SRW/U) seek to evolve Z 39. 50 to a more mainstream protocol, while for others (e. g. ZOOM) the purpose is to preserve the existing protocol but hide its complexity. From http: //www. loc. gov/z 3950/agency/zinghome. html 55

Z 39. 50 and ‘the future’ – Mozilla; • This is a project to investigate the integration of Z 39. 50 search capabilities with Mozilla's RDF-based information management environment. • Aims • Make Z 39. 50 data sources accessible for searching from within Mozilla • Find an RDF representation of Z 39. 50 attribute sets • There are thousands of networked Z 39. 50 servers in existence already. It should be possible to identify some mechanism whereby the Mozilla user interface allows people to send queries to these servers and have the resulting records appear within the standard Mozilla bookmarks/sitemaps interface. From This is a project to investigate the integration of Z 39. 50 search capabilities with Mozilla's RDF-based information management environment. • From http: //www. mozilla. org/rdf/doc/z 3950. html 56

Troubleshooting & Suggestions • Troubleshooting – For me this has involved much testing, and sourcing z 39. 50 server information from several sources to confirm my settings. – III helpdesk has been of great assistance, and staff have helped with in-depth queries – like setting up the BL and COPAC after the last upgrade. – Millennium users list – Configuration Problems are outlined on Bibliotech Review. 57

Troubleshooting & Suggestions • “The problems revolve around the levels of service supported within and between the particular implementation of Z-client and Z-server and also the capabilities and implementation of the host Library Management System (LMS). • … For example, a local search may routinely search personal authors and corporates in the same index. When applied to a remote Z-server, an author search may be personal authors only. 58

Troubleshooting & Suggestions • Combinations of such disparities and differences both in the version of the standard and in extended services supported are common. This means that not all of the pain has been taken out of accessing non-familiar databases. Use “foreign” databases with caution. ”. “ • From http: //www. bibliotech. com/html/z 39_50. html#problems 59

Troubleshooting & Suggestions • Understanding Error Messages • Some examples of error messages include; Error message Interpretation No connection Incorrect server information in your entry Disconnected Target server disconnected you – incorrect connection information – check if a passwrod is required- - Or server is behind a fire wall – check your sources Unsupported Search Your database entry contains incomplete or incorrect attributes sets. COPAC says “this means it didn't receive a database name in the Search Request. Probably means there's something wrong with your origin” (http: //www. copac. uk/copac/z 39. 50/diags. html ) Connection rejected Check your source – password may be required Request to short Rephrase your search. 60

Troubleshooting & Suggestions • Z 39. 50 can be used for far more than just cataloguing, including ILL and Visiting other libraries – Web. OPAC • Library Catalogues - Simultaneous Searching • Online Databases – Free and Subscription – Suggestions • Explore how best to utilize Z 39. 50 for your institute. – ILL and Visiting other libraries – Web. OPAC » Library Catalogues - Simultaneous Searching » Online Databases – Free and Subscription – Find the resources best suited to your needs, and only display those that you want to for patrons on the Web Opac. 61

Troubleshooting & Suggestions • Possible enhancement – Like in the result set given on the Web. OPAC, in MILCAT/MILILL allow that when you click on a server’s result set, that only that set of results are displayed. • This presentation will be available online with the relevant links with the rest of the conference papers. 62

Questions? ? ? • Thank you for listening, and I hope some of this has made at least some sense to some of you. • The End! • Questions? ? – Contact • Niamh. walkerheadon@it-tallaght. ie 63