AT67D9~1

Athena zMARC Users’ Manual

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Copyright 1997-2001 Sagebrush Corporation. All Rights Reserved.

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Printed in the United States of America 10/01 AZM910901kh

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Contents

GETTING STARTEDGETTING STARTEDGETTING STARTEDGETTING STARTED 1111

What is Athena zMARC? 1What is Z39.50? 2

Hardware requirements 2

Software requirements 2

Unlocking Athena zMARC 2

Enabling Athena zMARC on search stations 3

Configuring Athena zMARC 4

USING ATHENA ZMARCUSING ATHENA ZMARCUSING ATHENA ZMARCUSING ATHENA ZMARC 5555

Overview 5

Quick start — Cataloging 6

Quick start — Searching 8

ii Contents


Athena zMARC — detailed instructions 9Starting Athena zMARC 9Choosing the databases to search 11Setting holdings parameters (cataloging only) 13Searching the selected Z39.50 databases 17

Limiting search terms 17Starting the search 19

Viewing the search results 20Printing the search results 21Viewing more information about a title 21

Viewing the search log 25Copying the record (cataloging only) 26Modifying and saving the record (cataloging only) 27

Using Easy Entry 27Using MARC Entry 29

CONFIGURING ATHENA ZCONFIGURING ATHENA ZCONFIGURING ATHENA ZCONFIGURING ATHENA ZMARCMARCMARCMARC 35353535

Overview 35What are servers and databases? 36

Starting the Configuration feature 36

Changing the default databases 39

Maintaining servers and databases 41Adding and maintaining servers and databases 43

Providing information about a server 43Adding servers and databases 45Changing server and database information 48

Removing servers and databases 49Testing a database 50

Setting options 52

Troubleshooting 54

Appendix A: Use attributes 55

Contents iii


Appendix B: other attributes 61Relation attributes 61Truncation attributes 62Structure attributes 63Position attributes 64Completeness attributes 64

Appendix C: server test results 65Description of tests 66

GLOSSARYGLOSSARYGLOSSARYGLOSSARY 67676767

INDEXINDEXINDEXINDEX 73737373


Chapter 1

Getting Started

In this chapter:

• What is Athena zMARC? • Hardware requirements • Software requirements • Unlocking Athena zMARC • Enabling Athena zMARC on searching stations • Configuring Athena zMARC

What is Athena zMARC? Athena zMARC is both a cataloging and a searching tool. It provides catalogers with the ability to copy MARC records from the Internet. It also provides patrons with a way to search collections housed on Z39.50 servers.

As a cataloging tool, Athena zMARC makes it easy to import bibliographic records from other libraries directly into Athena. Instead of creating records manually, you can copy them from the Library of Congress or any other library that makes its MARC records available over the Internet on a Z39.50 server. Not only does this save you time, it also allows you to take advantage of the cataloging expertise from major libraries around the world.

2 Chapter 1 Getting Started Hardware requirements


As a searching tool, Athena zMARC enables patrons to search and view MARC records stored on Z39.50 servers. This is particularly useful if your library district has a union catalog on a Z39.50 server, or if other libraries in your area have collections on Z39.50 servers.

What is Z39.50? Z39.50 is simply an information retrieval protocol. Athena zMARC helps libraries search and retrieve records that are stored on servers that use this protocol. For more information about Z39.50, refer to the ANSI/NISO Z39.50 Protocol Specification.

Hardware requirements Athena zMARC can run on any computer capable of running the latest version of Athena as long as that computer has access to the Internet (14.4 kbps or faster).

Software requirements • Athena v9.1 or later.

• Windows 95 (with Windows 95 Service Release 2) or a later version of Windows.

• If the network includes multiple cataloging or circulation stations, these stations must use Windows 98 or later.

Unlocking Athena zMARC Before you use Athena zMARC, you must unlock it using Product Manager. For instructions, refer to Chapter 1 Getting Started in your Athena Users’ Manual.

Enabling Athena zMARC on search stations Chapter 1 Getting Started 3


Enabling Athena zMARC on search stations You can provide access to Athena zMARC’s search features from Athena’s Advanced Search feature. This allows patrons to search for and view MARC records from any of the Z39.50 servers accessible over the Internet.

Before patrons can use Athena zMARC, you must enable it using Workstation Manager. Enabling is done on a workstation-by-workstation basis.

To start Workstation Manager:

1. From the workstation, click the START button on the taskbar. Then click RUN.

2. If your Athena system files are located in the athena folder on drive F, type f:\athena\wma.exe (If your Athena system files are located somewhere else, substitute your drive and folder in this command.)

3. Click OK.

4. You will see a dialog box asking you to enter a password. Type your library’s master password. Then click OK.

To enable Athena zMARC on a searching station:

1. If you have not already done so, start Workstation Manager on this workstation.

2. Click the OTHER OPTIONS tab.

3. Under Athena zMARC, click the YES option.

4. Click SAVE.

If you want Athena zMARC available from other searching stations, move to the next station, start Workstation Manager and repeat the above procedure.

Note: Before you can use Athena zMARC from a searching station, the searching station must be connected to the Internet.

4 Chapter 1 Getting Started Configuring Athena zMARC


Configuring Athena zMARC In most libraries, Athena zMARC can run with little or no additional configuration. However, if your library uses a firewall, the firewall must be configured to allow access to the z39.50 server sites that you want to search. If your firewall does not allow access to these sites, contact your network administrator.

Additional configuration tasks that you may wish to perform are listed in this table:

TASK REFERENCE

Reconfiguring existing servers and databases/adding new servers and databases.

Maintaining servers and databases on page 41.

Testing a database to determine whether it is accessible.

Testing a database on page 50.

Setting options, such as:

• Maximum allowable number of records to download.

• Whether to include call numbers in the search results for searching stations.

• Log reporting levels.

• Timeout value.

Setting options on page 52.

For complete configuration information, refer to Chapter 3, Configuring Athena zMARC.


Chapter 2

Using Athena zMARC

In this chapter:

• Overview • Quick start - Cataloging • Quick start - Searching • Detailed instructions

Overview Athena zMARC works from within Athena to help you search MARC collections housed on Z39.50 servers. You can use Athena zMARC purely as a searching tool or you can use it to import MARC records from these sites directly into your Athena collections.

Here is a general description of the steps involved. Steps 3-5 apply only to catalogers.

1. Connect to the Internet and start Athena zMARC.

2. Search the desired MARC record databases located on the remote Z39.50 servers and view the search results.

3. Identify the title that you want to copy into Athena.

4. Copy the title into Athena.

5. Use Athena’s Easy Entry or MARC Entry features to make any necessary changes to the record before saving it to the active Athena collection.

6 Chapter 2 Using Athena zMARC Quick start — Cataloging


Quick start — Cataloging Step 1: starting Athena zMARC and setting holdings parameters:

1. Use your standard procedure to connect to the Internet. If you need help, contact your network administrator or Internet provider.

2. Start Athena. When you see the Welcome screen, click the ADD TITLE quick start button. You will see the Easy Entry screen.

3. If the collection into which you want to copy the record is not active, click the CHANGE COLLECTION tab. Then choose the desired collection from the Change Collection dialog box.

4. Click the COPY A RECORD tab. You will see a search screen.

5. Click ZMARC. You will see the zMARC search screen.

6. Click the HOLDINGS PARAMETERS tab. You will see the Specify Holdings Parameters screen. Change the information on this screen to reflect the item that you are about to catalog. Then click USE.

7. Return to the zMARC search screen by clicking the SEARCH ZMARC tab.

Quick start — Cataloging Chapter 2 Using Athena zMARC 7


Step 2: searching for a record to copy

1. Click the SELECT DATABASES tab and indicate the databases that you want to search. When you have finished, return to the zMARC search screen by clicking the SEARCH ZMARC tab.

2. Enter your search terms. To limit a search term, open the list to its right and click the desired limit category.

3. If you are using more than one search term, indicate the relationship between the terms by choosing AND, OR, or NOT from the lists between the search terms.

4. Click SEARCH. Athena zMARC will display the search results.

Step 3: copying and modifying the record

1. From the search results, click the desired title. You will see its full description.

2. Click COPY TITLE. Athena zMARC will copy the record into Athena’s Add Title feature.

3. Make any necessary changes to the title’s bibliographic and copy information.

4. Save the record.

8 Chapter 2 Using Athena zMARC Quick start — Searching


Quick start — Searching If Athena zMARC has been enabled for searching stations on your workstation, you can search Z39.50 databases from Athena’s Advanced Search feature.


2. Start Athena. (If you see the Welcome screen, click the SEARCH quick start button.) You will see a search screen.

3. If Advanced Search is not your library’s default search screen, click the ADVANCED SEARCH tab.


5. Click the SELECT DATABASES tab and indicate the databases that you want to search. Then return to the zMARC search screen by clicking the SEARCH ZMARC tab.

6. Enter your search terms. To limit a search term to a particular type of information, open the list to its right and click the desired limit category.

7. If you are using more than one search term, indicate the relationship between the terms by choosing AND, OR, or NOT from the lists between the search terms.

8. Click SEARCH. Athena zMARC will display the search results. To see more information about a particular title, click it.

Starting Athena zMARC Chapter 2 Using Athena zMARC 9


Athena zMARC — detailed instructions The following sections provide detailed instructions for using Athena zMARC. For summarized instructions, refer to the Quick start sections on pages 6 and 8.

Starting Athena zMARC To start Athena zMARC for cataloging:


2. If you have not already done so, start Athena.

3. From the Welcome screen or any Athena menu, click the ADD TITLE quick start button. You will see the Easy Entry screen.

4. Make sure that the collection into which you want to add the new MARC record is active. If the collection you want is not active, click the CHANGE COLLECTION tab and select the desired collection from the Change Collection dialog box.

5. Click the COPY A RECORD tab. You will see a search screen.

zMARC button.

10 Chapter 2 Using Athena zMARC Starting Athena zMARC



To start Athena zMARC from searching stations:


2. If you have not already done so, start Athena.

3. If you are not already at a search screen, go to the Welcome screen or any Athena menu. Then click the SEARCH quick start button. You will see a search screen.

4. If Advanced Search is not your library’s default search method, click the ADVANCED SEARCH tab from the Quick Search or Visual Search screen. You will see the Advanced Search screen.

Choosing the databases to search Chapter 2 Using Athena zMARC 11



Choosing the databases to search The databases that Athena zMARC searches are called selected databases. You choose these databases from the Select Databases screen.

To access the Select Databases screen:

♦ From the zMARC search screen, click the SELECT DATABASES tab.

12 Chapter 2 Using Athena zMARC Choosing the databases to search


Tip A plus sign (+) or a minus sign (-) indicates that the entry contains multiple databases. To open the entry and see the individual databases, click the plus sign. To close the entry so that the individual databases are not shown, click the minus sign.

You can add other databases to the Available Databases list. For more information, see Adding and maintaining servers and databases starting on page 43.

Note: If a server contains only one database, the database name is not shown on the zMARC search screen. However, the database name can be determined from the Maintain z39.50 Servers screen. For more information about this screen, see Maintaining servers and databases starting on page 41.

To remove all selected databases:

1. Under Selected Databases, click any entry.

2. Click REMOVE ALL. You will see a message asking you to confirm that you want to remove all selected databases.

3. Click YES.

To remove a single selected database:

1. Under Selected Databases, click the database that you want to remove.

2. Click REMOVE.

To select a database:

1. Under Available Databases, click the database that you want to select.

2. Click SELECT.

Note: If a server with multiple databases is closed when you select it, all of its databases are included in the selection.

To return to the zMARC search screen:

♦ Click the SEARCH ZMARC tab.

Setting holdings parameters (cataloging only) Chapter 2 Using Athena zMARC 13


Setting holdings parameters (cataloging only) Holdings parameters are values that Athena zMARC uses to enter copy information into the new MARC record. There are two types of holdings parameters: call number and general. Call number parameters provide Athena zMARC with the information it needs to build call numbers. General parameters provide Athena zMARC with the information it needs to add other pieces of copy information to the MARC record.

Note: To change holdings parameters, you must be running Athena zMARC from Athena’s Add Titles feature. You cannot change holdings parameters when running zMARC from Athena’s Advanced Search feature.

You enter holdings parameters from the Specify Holdings Parameters screen.

To access the Specify Holdings Parameters screen:

♦ From the zMARC search screen, click the HOLDINGS PARAMETERS tab.

14 Chapter 2 Using Athena zMARC Setting holdings parameters (cataloging only)


This table describes the different call number parameters:

PARAMETER DESCRIPTION

Prefix This is the first component of a four-part call number. Common prefixes are FIC, REF, etc. Enter the prefix that you want Athena zMARC to assign to copies.

Main This is the second and main component of a four-part call number. You can choose Dewey, LC or Other. If you choose Dewey, Athena zMARC takes this call number component from tag 082 of the MARC record.

If you choose LC, Athena zMARC takes this call number component from tag 050 or 055 of the MARC record.

If you choose Other, you must tell Athena zMARC where in the original MARC record it should look to find this part of the call number. Do this by entering a tag number and subfield code. You can specify up to four fields. Athena zMARC will check these fields, in order, and use the first non-blank value it finds.

Cutoff Enter a value for this parameter only if you have chosen Dewey call numbers. The Cutoff refers to the number of Dewey classification sections to include in the call number. The sections are separated by forward slashes. Usually this value is 1.

If you leave this parameter blank or set it to 0 (zero), Athena zMARC will not assign a main call number component. If you set this parameter to -1, Athena zMARC will use all available Dewey classification sections.

Setting holdings parameters (cataloging only) Chapter 2 Using Athena zMARC 15



Cutter This is the third component of a four-part call number. In Dewey call numbers, it is usually the first three letters of the author’s surname or the author Cutter taken from a Cutter table. In LC call numbers, the Cutter is usually blank.

If you want Athena zMARC to enter Cutters, you must tell it where in the original MARC record it should look to find this part of the call number. Do this by entering a tag number and subfield code. You can specify up to four tags. Athena zMARC will check each tag, in order, and use the first non-blank value it finds.

Length Enter the Cutter length. If you leave this parameter blank or set it to 0 (zero), Athena zMARC will not assign a Cutter. If you set this parameter to -1, Athena zMARC will copy the entire contents of the specified MARC tag.

This table describes the various general holdings parameters:


Location Enter a location. Athena zMARC will assign this location to each of the new copies.

Format Enter a format. Athena zMARC will assign this format to each of the new copies.

Fund Enter a fund. Athena zMARC will assign this fund to each of the new copies.

Vendor Enter a vendor. Athena zMARC will assign this vendor to each of the new copies.

Date Acquired

Specify how you want Athena zMARC to assign date acquired values. You can indicate a specific date or use today’s date.

16 Chapter 2 Using Athena zMARC Setting holdings parameters (cataloging only)



Obtain Cost from ISBN (020 c)?

Indicate whether you want Athena zMARC to assign each of the new copies a cost based on the information in the ISBN field of the original MARC record.

Include a barcode?

Indicate whether you want Athena zMARC to assign each of the new copies a barcode number. When calculating new barcode numbers, Athena zMARC uses the formula: highest barcode number in the Athena collection + 1.

Note: You can change the holdings parameters at any time during a cataloging session. You can also change the copy information for a particular copy after you have copied it into Athena. For more information, see Modifying and saving the record (cataloging only) starting on page 27.

To change the holdings parameters:

1. If you have not already done so, access the Specify Holdings Parameters screen. For instructions, see page 13.

2. Select the options and enter the values that apply to the materials you are cataloging.

3. To have the new settings apply only until you exit Athena, click USE —or— To have the new settings apply to this and future cataloging sessions, click SAVE. Note: if your library has Athena CD Cataloger, your changes will also apply to the Athena CD Cataloger holdings parameters.


Searching the selected Z39.50 databases Chapter 2 Using Athena zMARC 17


Searching the selected Z39.50 databases Searching with Athena zMARC is similar to searching with Athena. You enter search terms and Athena zMARC searches for items that match these search terms. As with Athena, you can enter multiple search terms and connect them with the AND, OR, and NOT Boolean operators. You can also limit search terms.

Limiting search terms Athena zMARC allows you to use the Bib-1 Use attributes defined by the Z39.50 standard to limit search terms. These Use attributes are similar to Athena’s limit categories. Like Athena’s limit categories, they limit search terms to a particular field or fields in the MARC record. For a full description of Use attributes, including a list of MARC fields searched, see Appendix A: Use attributes starting on page 55.

Note: Some servers may not support all Use attributes. For information about attributes supported by a particular server, contact the host library.

To limit a search term to a specific Use attribute:

1. Open the list on the right of the search term. You will see a list of Use attributes.

2. Click the desired attribute.

To see a list of attributes, open this list.

18 Chapter 2 Using Athena zMARC Searching the selected Z39.50 databases


In addition to Use attributes, the Z39.50 standard includes other search attributes that specify how the search term should be used or interpreted.

Note: Some servers may not support all of the following attributes. For information about attributes supported by a particular server, contact the host library.

• Relation attribute. You can specify the relationship between your search term and the value in the matching record. For example, you might specify an attribute of Equal to look for exact matches. Similarly, in the case of numeric data, you might specify an attribute of Less than to look for values less than your search term.

• Truncation attribute. You can specify that one or more characters can be omitted when matching the search term. For example, if a word is right truncated, it is treated both as a complete word and as the beginning of longer words. If a word is left truncated it is treated both as a complete word and as the ending of longer words.

• Structure attribute. You can specify how you want the search term treated structurally. For example, do you want each word in the phrase to be treated as a separate search term or do you want the entire phrase treated as a single search term.

• Position attribute. You can specify the location of the search term within the field or subfield. For example, you can specify that the search term must appear at the beginning of the field.

• Completeness attribute. You can specify whether or not the search term makes up the complete field or whether additional words can appear in the field along with your search term.

For a full description of the various attributes, see Appendix B: other attributes starting on page 61.

Note: When searching with Athena zMARC, Athena’s searching parameters are not used. Features such as truncated searching must be set using the various attributes described above.

Searching the selected Z39.50 databases Chapter 2 Using Athena zMARC 19


To limit a search term by specifying other attributes:

1. Click the button to the far right of the search term that you are limiting.

You will see the Other Search Attributes screen.

2. To specify an attribute, open the appropriate list and click

the desired value. You can set as many or as few attributes as required.


Note: The Z39.50 standard uses the pound symbol (#) as the wildcard character. When searching with Athena zMARC, use this symbol instead of the asterisk used with Athena.

Starting the search Once you have entered your search terms, attributes, and Boolean operators, you are ready to have Athena zMARC perform the search.

To perform the search:

♦ From the zMARC search screen, click SEARCH.

To further limit a search term, click this button.

20 Chapter 2 Using Athena zMARC Viewing the search results


Viewing the search results After a search, Athena zMARC lists the titles that match your search criteria.

Note: The maximum number of records in the search results depends on the Maximum Number of Records to Download parameter. For more information about setting this parameter, see Setting options starting on page 52. For more information, see Adding and maintaining servers and databases starting on page 43.

To display the next screen of search results:

♦ Click NEXT.

To display the previous screen of search results:

♦ Click PREVIOUS.

Viewing the search results Chapter 2 Using Athena zMARC 21


Printing the search results You can print the current screen of search results.

To print the current screen of search results:

1. From the search results, click the PRINT tab. You will see the Print dialog box.

2. Click OK.

Viewing more information about a title If you need additional information about a title in the search results, display the item’s full description. The full description shows the title’s bibliographic information. It also provides access to the title’s MARC description, catalog card and copy information.

To display an item’s full description:

♦ From the search results, click the item.



BUTTON DESCRIPTION

PREVIOUS Click PREVIOUS to see a full description for the previous item in the search results.

NEXT Click NEXT to see a full description for the next item in the search results.

COPY TITLE Click COPY TITLE to copy the record into Athena’s Easy Entry or MARC Entry feature. This button is available only when running Athena zMARC from Athena’s Add Title feature.

SOURCE Click SOURCE to view information about the source of the MARC record.

TAB DESCRIPTION

SEARCH

ZMARC Click this to return to the zMARC search screen.

SHOW SEARCH

RESULTS Click this to return to the search results.

SHOW CARD Click this to see the catalog card for this title.

SHOW MARC Click this to see the MARC description for this title.

PRINT Click this to print the full description for this title.

VIEW LOG Click this to view the search log. The log includes messages received by Athena zMARC during the most recent search.

MENU Click this to return to the most recently used Athena menu.

Viewing the search results Chapter 2 Using Athena zMARC 23


Other formats You can also view bibliographic information in MARC and Catalog Card formats.

To display the item’s MARC description:

♦ From the full description or card description, click the SHOW MARC tab.

To display the item’s card description:

♦ From the full description or MARC description, click the SHOW CARD tab.



To return to the item’s full description:

♦ Click the SHOW FULL tab.

To return to the search results:

♦ Click the SHOW SEARCH RESULTS tab.

Printing You can print the full or MARC description of any item in the search results.

To print a full or MARC description:

1. From the full description or MARC description, click the PRINT tab. You will see the Print dialog box.

2. Click OK.

Viewing the search log Chapter 2 Using Athena zMARC 25


Viewing the search log The search log consists of messages received by Athena zMARC during the most recent search. Although these messages are not particularly useful to the average user, they do provide information that may be useful to a technical support analyst.

To view the search log:

♦ From the zMARC Search, Search Results, Full Description, MARC Description or Card Description screen, click VIEW LOG. You will see the View Search Log screen.

26 Chapter 2 Using Athena zMARC Copying the record (cataloging only)


Copying the record (cataloging only) When you find the title that you want to catalog, copy its record into Athena’s Easy Entry or MARC Entry feature.

To copy a record:

1. From the search results, click the desired title. You will see its full description.

2. Click COPY TITLE. Athena zMARC will copy the record into Athena’s Add Titles feature.

Using Easy Entry Chapter 2 Using Athena zMARC 27


Modifying and saving the record (cataloging only) After you have copied the title’s MARC record into Athena, you should verify that the bibliographic and copy information is complete and accurate.

Using Easy Entry Most people use Easy Entry to change the new record’s bibliographic and copy information. The next section provides brief instructions. For detailed information about using Easy Entry, consult the Athena Users’ Manual.

Tip To add bibliographic or copy information not shown on any of the Easy Entry screens, use Athena’s MARC Entry feature. For instructions, see Using MARC Entry starting on page 29.

To switch from MARC Entry to Easy Entry:

♦ From the Add Titles — MARC Entry screen, click the EASY ENTRY tab.

To change bibliographic information:

1. From the Easy Entry screen, click the category containing the information that you want to change.

For example, to change Author information, click here.

28 Chapter 2 Using Athena zMARC Using Easy Entry


Athena will display the relevant easy entry screen.

2. Make your changes. Then return to the Easy Entry screen by clicking the EASY ENTRY tab.

3. Use the same procedure to change the other types of bibliographic information.

To change copy information:

1. From the Easy Entry screen, click the COPIES category.

You will see the Enter Copies screen. Notice that Athena zMARC has entered the information that you specified from the Specify Holdings Parameters screen. For more information about holdings parameters, see Setting holdings parameters starting on page 13.

Click here to add copy information.

Using MARC Entry Chapter 2 Using Athena zMARC 29


2. Make any necessary additions and changes to the information on this screen.

Saving the record When you are certain that the bibliographic and copy information for this record is correct, save the record to the active Athena collection.

To save the record:

♦ From the Easy Entry or Enter Copies screen, click SAVE.

Using MARC Entry MARC Entry allows you to enter bibliographic and copy information that is not shown on any of the Easy Entry screens. The next section provides brief instructions for using MARC Entry. For more detailed information, consult the Athena Users’ Manual.

To switch from Easy Entry to MARC Entry:

♦ From the Add Titles — Easy Entry screen, click the MARC ENTRY tab.

30 Chapter 2 Using Athena zMARC Using MARC Entry


Changing bibliographic information You can change the title’s bibliographic information using the procedures described in this table.

ACTION INSTRUCTION

Inserting characters 1. Double-click the cell containing the information that you want to modify. Athena will position the cursor at the end of the text.

2. Click at the place in the cell where you want to insert characters. Alternatively, use the right arrow and left arrow keys to move the cursor to the point where you want to insert the characters.

3. Type the characters that you want to insert.

Deleting a single character

1. Double-click the cell containing the

information that you want to modify. Athena will position the cursor at the end of the text.

2. Click immediately before the character that you want to delete.

3. Press the Delete key.

Deleting more than one character

1. Double-click the cell containing the information that you want to modify. Athena will position the cursor at the end of the text.

2. Drag the mouse to select the characters that you want to delete.




ACTION INSTRUCTION

Replacing characters

1. Double-click the cell containing the information that you want to modify. Athena will position the cursor at the end of the text.

2. Drag the mouse to select the characters that you want to replace.

3. Type the new characters. These will replace the selected text.

Adding new bibliographic information Sometimes the copied MARC record may not contain all the bibliographic information that you feel it should. If so, you can quickly add a new row of information to the MARC record.

To add new bibliographic information to the MARC record:

1. Activate any cell by clicking it.

2. Click INSERT TAG. Athena will insert a new row in the table and activate the second cell in the row.

3. Type the tag number for the bibliographic information that you want to add. For example, to add a physical description tag, type 300 (For more information about MARC tags, see your Athena Users’ Manual.)

4. Activate the subfield cell for the row by pressing the Tab key three times.

5. Type the subfield code for the piece of bibliographic information that you want to add.

6. Press the Tab key once to activate the last column in the row. Then type the bibliographic information that you want to add.



Removing rows from the MARC record The record that you copied may contain some bibliographic information that you want to remove.

To delete a row of bibliographic information from the MARC record:

1. Click any cell in the row that you want to delete.

2. Click DELETE TAG.

Adding and changing copy information Athena zMARC will add a single copy based on the values of the various holdings parameters. For more information about holdings parameters, see Setting holdings parameters starting on page 13.

You can view and change the existing information and enter additional copies.

To change existing copy information:

1. From the MARC Entry screen, click the COPIES tab. You will see the Add Copies screen. Notice that the screen contains information for a single copy.



2. Make any necessary changes to the existing copy information. For help, see Editing copy information on page 33.

3. To add a new copy, enter the information for the new copy into the first blank row of the table. —or— Click INSERT COPY to have Athena add a blank row above the active cell. Then enter the information for the new copy in this row.

Tip If most of the information for this copy is the same as for the previous copy, click COPY LAST. Athena will increment the barcode number and duplicate the other copy information. All you need do is change any information that is different between the two copies.

Editing copy information You can change any of the copy information using the editing actions described in the following table.

ACTION INSTRUCTION

Inserting characters 1. Double-click the cell containing the information that you want to modify. Athena will position the insertion point at the end of the cell.

2. Move the insertion point to the place where you want to insert characters. You can do this using the mouse or the right arrow and left arrow keys.

3. Type the characters that you want to insert.



ACTION INSTRUCTION

Deleting a single character


information that you want to modify. Athena will position the insertion point at the end of the cell.

2. Move the insertion point immediately before the character you want to delete.


Deleting more than one character



2. Drag the mouse to select the characters that you want to delete.


Replacing characters 1. Double-click the cell containing the


2. Drag to select the characters that you want to replace.

3. Type the new characters. They will replace the selected text.

Saving the MARC record After you have made the necessary changes to the record, you are ready to save it.

To save the record into the active Athena collection:

♦ From the MARC Entry or Add Copies screen, click SAVE.


Chapter 3

Configuring Athena zMARC

In this chapter:

• Overview • Starting the Configuration feature • Changing the default databases • Maintaining servers and databases • Setting options • Troubleshooting

Overview Configuration tasks allow you to set up Athena zMARC to meet the needs of your library. Configuration tasks include:

• Setting default databases.

• Adding new servers and databases, and changing basic information for existing databases.

• Removing any servers or databases that you no longer access.

• Testing databases.

• Setting Athena zMARC options, such as the maximum number of records to download, log reporting level, and time out value.

36 Chapter 3 Configuring Athena zMARC Starting the Configuration feature


What are servers and databases? Libraries and other organizations use Z39.50 servers to make their MARC records available over the Internet. Each server provides access to one or more databases of MARC records. In this context, the term database refers to the collection of MARC records being made available on a Z39.50 server. A library may use a single Z39.50 server to provide access to multiple collections or databases.

Starting the Configuration feature You can create two separate configurations, one specifying the default databases and options for searching and one specifying the default databases and options for cataloging. To set options or default databases for searching, use the Configure zMARC Searching feature. To set options or default databases for cataloging, use the Configure zMARC Cataloging feature.

To start the Configure zMARC Searching feature:

♦ From Athena’s Search menu, click CONFIGURE ZMARC SEARCHING. You will see the Configure zMARC Search screen.

Starting the Configuration feature Chapter 3 Configuring Athena zMARC 37


BUTTON DESCRIPTION

SAVE Click SAVE to save any changes to the configuration.

SELECT Use your mouse to choose an available database. Then click SELECT to add it to the Selected Databases box.

REMOVE Use your mouse to choose a selected database. Then click REMOVE to remove it from the Selected Databases box.

REMOVE ALL Click any database in the Selected Databases box. Then click REMOVE ALL to remove all selected databases.

TAB DESCRIPTION

MAINTAIN

SERVERS/DATA

BASES

Click this to add/remove servers and databases from the Available Databases list. You can also change information for existing servers and databases.

OPTIONS Click this to specify Athena zMARC options such as the maximum number of records that can be downloaded during a single search, the log reporting level, and the Internet timeout value.

MENU Click this to return to the Searching menu.

38 Chapter 3 Configuring Athena zMARC Starting the Configuration feature


To start the Configure zMARC Cataloging feature:

♦ From Athena’s Cataloging menu, click CONFIGURE ZMARC CATALOGING. You will see the Configure zMARC Cataloging screen.

The buttons and tabs on this screen are identical to those on the Configure zMARC Search screen.

Changing the default databases Chapter 3 Configuring Athena zMARC 39


Changing the default databases Default databases are those databases that are automatically selected when you start Athena zMARC. You can have two separate sets of default databases, one for Cataloging and one for Searching.

To change the default databases for Searching use the Configure zMARC Searching feature. For help starting this feature, see To start the Configure zMARC Searching feature on page 36. The default databases are shown in the Selected Databases box of the Configure zMARC Search screen.

Similarly to change the default databases for Cataloging, use the Configure zMARC Cataloging feature. For help starting this feature, see To start the Configure zMARC Cataloging feature on page 38. The default databases are shown in the Selected Databases box of the Configure zMARC Cataloging screen.

Tip A plus sign (+) or a minus sign (-) indicates that the entry contains multiple databases. To open an entry and see the individual databases, click the plus sign. To close an entry so that the individual databases are not shown, click the minus sign.

You can add other databases to the Available Databases list. For more information, see Adding and maintaining servers and databases starting on page 43.

To remove all selected databases:

1. Depending on what you are configuring, start either the Configure zMARC Searching feature or the Configure zMARC Cataloging feature. For instructions, see Starting the Configuration feature beginning on page 36.

2. Under Selected Databases, click any entry.

3. Click REMOVE ALL. You will see a message asking if you really do want to remove all selected databases.

4. Click YES.

40 Chapter 3 Configuring Athena zMARC Changing the default databases


To remove a single selected database:


2. Under Selected Databases, click the database that you want to remove.

3. Click REMOVE.

To select a database:


2. Under Available Databases, click the database that you want to select.

3. Click SELECT.

Note: If a multi-database entry is closed when you select it, all of its databases are included in the selection.

To save your changes:

1. Click SAVE. You will see a message confirming that your changes have been saved.

2. Click OK.

Maintaining servers and databases Chapter 3 Configuring Athena zMARC 41


Maintaining servers and databases Although Athena zMARC comes with a number of Z39.50 databases already added to the system, you can add additional databases and reconfigure existing databases at any time.

Note: Your server and database settings apply to both cataloging and searching. Therefore, when maintaining servers and databases, you can use either the Configure zMARC Cataloging or the Configure zMARC Searching feature. In either case, your changes will apply to both Searching and Cataloging.

To start the Maintain Servers/Databases feature:

♦ From either the Configure zMARC Cataloging or Configure zMARC Search screen, click the MAINTAIN SERVERS/DATABASES tab. You will see the Maintain Z39.50 Servers screen.

42 Chapter 3 Configuring Athena zMARC Maintaining servers and databases


BUTTON DESCRIPTION

NEW SERVER Click NEW SERVER to add a new server.

NEW DB Click NEW DB to add a new database to the selected server.

CHANGE To change the properties for a server, select the server, and then click CHANGE .

To change the properties for a database, select the database, and then click CHANGE .

DELETE To remove a server and all of its databases from the Servers and Databases list, select the server and click DELETE .

To remove just a database, select the database and click DELETE .

TEST Click TEST to determine whether a database and its server are available and functioning properly.

Tip Initially, Athena zMARC shows only server names on the Maintain Z39.50 Servers screen. To see the configured databases for a particular server, click the plus sign (+) to the left of the server name. Athena zMARC will replace the plus sign with a minus (-) sign and show the configured databases. To hide the databases, click the minus sign.



Adding and maintaining servers and databases Each server provides access to one or more databases of MARC records. In this context, the term database refers to a collection of MARC records available on a Z39.50 server.

Providing information about a server Whenever you add a server to Athena zMARC, you must provide the program with the information it needs to access the server. The following table describes the information that you can provide for each server.

INFORMATION DESCRIPTION

Server Name (required)

Use this box to enter a descriptive name for the server. For example, you might use the name of the hosting library.

Description Use this box to enter a description of the server or the type of information housed on the server. For example, you might enter Marine biology .

URL (required) This is the address of the server. You can enter either an IP address or a domain name.

Port (required) This is the port number that Athena zMARC should use to access the server. Note: the standard port number for Z39.50 is 210; however, many servers do not conform to this standard.

Number of Records to Transfer per Block (required)

Rather than transfer information one MARC record at a time, Athena zMARC transfers data in groups of MARC records. The entire group is transferred as a single block of data.

Use this box to specify the number of MARC records per group.



INFORMATION DESCRIPTION

Authentication Name

Some servers require that you enter a user name before accessing MARC records. If so, use this box to store the user name. Athena zMARC will automatically enter this name for you whenever it accesses the server.

Authentication Password

Some servers require that you enter a password before accessing MARC records. If so, use this box to store the password. Athena zMARC will automatically enter this password for you whenever it accesses the server.

Server Type Use this box to enter information about the type of library hosting the server. For example, you might enter Academic or Government .

Location Use this box to indicate the location of the host library.

Version 2 Only If you want Athena zMARC to use only version 2 of the Z39.50 protocol when accessing this server, select YES . Otherwise, select NO .

Note: Only Server Name, URL, Port, and Number of Records to Transfer per Block are required. All other information is optional.



Adding servers and databases Before Athena zMARC can access a database, you must add both the database and its server to Servers and Databases list.

To add a new server and database:

1. If you have not already done so, start the Maintain Servers/Databases feature. For instructions, see To start the Maintain Servers/Databases feature on page 41.

2. From the Maintain Z39.50 Servers screen, click NEW SERVER. You will see the Add Z39.50 Server screen.

3. Enter the appropriate information for the server. For a description of the various pieces of information on this screen, see Providing information about a server on page 43.



4. Click SAVE. You will see a message confirming that the server has been added. Click OK. Athena zMARC will display the Add Database screen so that you can enter databases for the new server.

5. In the Database Name box, type the name of this database. (Note: database names are established by the library housing the Z39.50 database. When entering a database name, make sure that you use the name specified by the hosting library.)

6. If you want to add a description for this database, type it in the Description box.

7. Click SAVE. You will see a message confirming that the database has been added.

8. Click OK.



To add a new database to an existing server:


2. From the Maintain z39.50 Servers screen, click the server to which you want to add a new database.

3. Click NEW DB. You will see the Add Database screen.

4. In the Database Name box, type the name for this database. (Note: database names are established by the library housing the Z39.50 database. When entering a database name, make sure that you use the name specified by the hosting library.)

5. If you want to add a description for this database, type it in the Description box.

6. Click SAVE. You will see a message confirming that the database has been added.

7. Click OK.



Changing server and database information You can change any of the information entered for either a server or a database.

To change the information for an existing server:


2. From the Maintain z39.50 Servers screen, click the server that you want to modify.

3. Click CHANGE. You will see the Change z39.50 server screen.

4. Make your changes. For a description of the various pieces of information on this screen, see Providing information about a server on page 43.

5. When you have finished making your changes, click SAVE.

To change the information for an existing database:


2. From the Maintain z39.50 Servers screen, locate the server containing the database that you want to change.

3. If the databases for the server are not displayed, click the plus sign (+) located to the left of the server name. Athena zMARC will list the configured databases for this server.

4. Click the database that you want to change.

5. Click CHANGE. You will see the Change Database screen.

6. Make your changes.

7. When you have finished, click SAVE.



Removing servers and databases If you no longer need to access a particular database or server, you can remove it from the Servers and Databases list.

To remove a server and all of its databases:


2. From the Maintain Z39.50 Servers screen, click the server that you want to delete.

3. Click DELETE. You will see a message asking you to confirm the deletion.

4. Click YES.

To remove only a database:


2. From the Maintain Z39.50 Servers screen, locate the server containing the database that you want to delete.


4. Click the database that you want to remove.

5. Click DELETE. You will see a message asking you to confirm the deletion.

6. Click YES.



Testing a database Athena zMARC allows you to test a database. The test has several different components, all designed to determine whether the database and its server are available and functioning correctly. At the end of the test, Athena zMARC indicates whether the database can be searched.

Note: For a description of the test components, see Appendix C: server test results on page 65.

To test a database:


2. From the Maintain z39.50 Servers screen, locate the server containing the database that you want to test.


4. Click the database that you want to test.

5. Click TEST. Athena zMARC will conduct the test and display the results on the Test Server Results screen.



6. When you have finished viewing the test results, return to the Maintain z39.50 Servers screen by clicking the MAINTAIN Z39.50 SERVERS tab.

Note: If you select a server rather than an individual database, Athena zMARC performs the test on the first database for the server.

When the test is complete, Athena zMARC indicates whether it can perform a search on the database.

52 Chapter 3 Configuring Athena zMARC Setting options


Setting options When configuring Athena zMARC, you can specify these options:

• Maximum number of records to download. Use this option to specify the maximum number of records that can be downloaded per search.

• Show Call Numbers in search stations. Use this option to specify whether call numbers should be included on the Full Description screen. This option is available only when configuring Athena zMARC searching.

• Log reporting level. Use this option to specify the level of detail to be included in the search log. Levels include general, detailed, and technical. The general level provides basic log information. This is the level used by most libraries. The detailed level provides more information and may be useful for troubleshooting. The technical level provides extremely detailed information that may be useful to a Sagebrush support analyst.

• Timeout value. Use this option to specify the amount of time, in seconds, that the program should wait for a response from a Z39.50 server before ending the process.

Setting options Chapter 3 Configuring Athena zMARC 53


To set Athena zMARC options:

1. To set options for Searching, start the Configure zMARC Searching feature. For instructions, see To start the Configure zMARC Searching feature on page 36. —or— To set options for Cataloging, start the Configure zMARC Cataloging feature. For instructions, see To start the Configure zMARC Cataloging feature on page 38.

2. Click the OPTIONS tab. You will see the Options screen. The screen shown below is the Options screen for Searching.

3. Specify the desired options.

4. Click SAVE. You will see a dialog box stating that your options have been saved.

5. Click OK.

6. Exit the Options screen by clicking the SELECT DATABASES tab.

54 Chapter 3 Configuring Athena zMARC Troubleshooting


Troubleshooting If you experience difficulties accessing a Z39.50 server, have your network administrator check that the firewall allows access to the URL and port specified in the Z39.50 server’s configuration.

To determine the URL and port specified in the Z39.50 server’s configuration:

1. From Athena’s Cataloging menu, choose CONFIGURE ZMARC CATALOGING.

2. Click the MAINTAIN SERVERS/DATABASES tab. You will see the Maintain z39.50 Servers screen.

3. Select the server from the Available Databases box and click CHANGE. You will see the Change z39.50 Server screen.

4. Note the URL and Port number displayed on this screen. Then have your network administrator check that the firewall provides access to this port and URL.

URL and Port information are shown on the Change z39.50 Server screen.


Appendix A: Use attributes Note: Some servers may not support all Use attributes. Also, the fields searched for a

particular attribute may vary from server to server. For specific information about a particular server, contact the host library.

USE ATTRIBUTE FIELDS SEARCHED

Abstract 520

Any All commonly used access points supported. Fields searched depend on the target system.

Anywhere All fields

Author 100, 110, 111, 400, 410, 411, 700, 710, 711, 800, 810, 811

Authority/format id In full-text searching indicates to the target system the format of the document that should be returned to the originating system.

Fields searched depend on the target system.

Author-name conference 111, 411, 711, 811

Author-name corporate 110, 410, 710, 810

Author-name personal 100, 400, 700, 800

Author-Title 100/2XX, 110/2XX, 111/2XX, 400$a, 400$t, 410$a, 410$t, 411$a, 411$t, 700$a, 700$t, 711$a, 711$t, 800$a, 800$t, 810$a, 810$t, 811$a, 811$t

Author-Title-Subject 1XX, 2XX, 4XX, 6XX, 7XX, 8XX

BNF number 015

Bib-level Leader/07

Bliss classification A classification number from the Bliss Classification. Fields searched depend on the target system.

BNB card no. 015

56 Appendix A: Use attributes



Body of text Used in full-text searching to indicate that the term is to be searched only in that portion of the record that the target considers the body of the text. Fields searched depend on the target system.

Code-geographical area 043

Code-institution 040, 852$a

Code-language 008, 035, 037, 041

CODEN 030

Conference name 111, 411, 611, 711, 811

Content-type derived value from 008/24-27

Corporate name 110, 410, 610, 710, 810

Date 005, 008/00-05, 008/01-10, 260$c, 008/11-14, 033

Date of acquisition 541$d

Date of Publication 008/07-10, 260$c, 046, 533$d

Date/time added to bd 008/00-05

Date/time last modified 005

DBI index subject Subject headings from Bibliotek Dokumentasjon Informasjon. Fields searched depend on the target system.

Dewey classification 082

Doc-id An identifier or document ID. Fields searched depend on the target system.

Geographic class 052

Host-item 733$t

Identifier-standard 010, 011, 015, 017, 018, 020, 022, 023, 024, 025, 027, 028, 030, 035, 037

Indexed-by 510

INSPEC subject The following fields are searched only when the second indicator is 2:

600, 610, 611, 630, 650, 651




ISBN 020

ISSN 022, 4XX$x 7XX$x

LC call number 050

LC subject heading The following fields are searched only when the second indicator is 0:

600, 610, 611, 630, 650, 651

LCCN 010, 011

Local classification A local classification number from a system not specified by other Use attributes. Fields searched depend on the target system.

Local number 001, 035

Local subject index Subject headings defined locally. Fields searched depend on the target system.

Map-scale 034

Material-type Derived value from Leader/06-07, 007, 008, and 502

MESH subject The following fields are searched only when the second indicator is 2:

600, 610, 611, 630, 650, 651

Microform generation 007/11

MOS call number A classification number from Mathematics Subject Classification. Fields searched depend on the target system.

Music-key 130$r, 240$r, 243$r, 630$r, 700$r, 730$r

NAL call number 070

Name 100, 110, 111, 400, 410, 411, 600, 610, 611, 700, 710, 711, 800, 810, 811

Name and Title 100/2XX, 110/2XX, 111/2XX, 400$a, 400$t, 410$a, 410$t, 411$a, 411$t, 600$a, 600$t, 610$a, 610$t, 611$a, 611$t, 700$a, 700$t, 710$a, 710$t, 711$a, 711$t, 800$a, 800$t, 810$a, 810$t, 811$a, 811$t

Name geographic 651




NLM call number 060

No. govt pub. 086

No. legal deposit 017

No. music publisher 028

No. nat'l biblio. 015

Note 5XX

Number db 015

Number local call Call number assigned by a local system. Fields searched depend on the target system.

PA subject The following fields are searched only when the second indicator is 2:

600, 610, 611, 630, 650, 651

Personal name 100, 400, 600, 700, 800

Place of publication 008/15-17, 260$a

Publisher 260$b

Record type Leader/06

Record-source 008/39, 040

Related-periodical 247, 780, 785

Report-number 027, 088

RVM subject heading The following fields are searched only when the second indicator is 6:

600, 610, 611, 630, 650, 651

Server-choice The target system substitutes one or more access points. Fields searched depend on the target system.

Stock-number 037

Subject heading 600, 610, 611, 630, 650, 651, 653, 654, 655, 656, 657, 69X

Subject name-personal 600




Subject precis Subject headings from Preserved Context Index System. Fields searched depend on the target system.

Subject Rameau Subject headings from Repertoire d’authorite de matieres encyclopedique unifie. Fields searched depend on the target system.

Subject rswk Subject headings from Regeln fur den Schlagwortkatalog. Fields searched depend on the target system.

Subject subdivision 6XX$x, 6XX$y, 6XX$z

Subject-LC children's The following fields are searched only when the second indicator is 1:

600, 610, 611, 630, 650, 651

Thematic-number 130$n, 240$n, 243$n, 630$n, 700$n, 730$n

Title 130, 21X-24X, 440, 490, 730, 740, 830, 840, 400$t, 410$t, 600$t, 610$t, 511$t, 700$t, 710$t, 711$t, 800$t, 810$t, 811$t

Title abbreviated 210, 211, 246

Title added title page The following field is searched only when the second indicator is 5:

246

Title Caption The following field is searched only when the second indicator is 6:

246

Title collective 243

Title cover The following field is searched only when the second indicator is 4:

246

Title expanded 214, 246

Title former 247, 780

Title key 222




Title other variant 212, 247, 740. The following field is searched only when the second indicator is 3:

246

Title parallel The following field is searched only when the second indicator is 1:

246

Title running The following field is searched only when the second indicator is 7:

246

Title series 440, 490, 830, 840, 400$t, 410$t, 411$t, 800$t, 810$t, 811$t

Title spine The following field is searched only when the second indicator is 8:

246

Title uniform 130, 240, 730, 700$t, 710$t, 711$t

UDC classification 080


Appendix B: other attributes Note: Some servers may not support all of the following attributes. For information

about attributes supported by a particular server, contact the host library.

Relation attributes ATTRIBUTE DESCRIPTION

Less than For a match, the value in the searched field must be less than the search term.

Less than or equal For a match, the value in the searched field must be less than or equal to the search term.

Equal For a match, the value in the searched field must equal the search term.

Greater or equal For a match, the value in the searched field must be greater than or equal to the search term.

Greater than For a match, the value in the searched field must be greater than the search term.

Not equal For a match, the value in the searched field must not equal the search term.

Phonetic For a match, the value in the searched field must have an aural similarity to the search term. Note: the match algorithm depends on the target system.

Stem For a match, the value in the searched field must have the same lexical or linguistic stem as the search term. Note: the match algorithm depends on the target system.

Relevance For a match, the value in the searched field must be relevant to the search term. Note: the match algorithm depends on the target system.

AlwaysMatches The search term is irrelevant. The matches will depend on the Use attribute.

• If the Use attribute is Any or Anywhere, all records will be considered matches.

• If the Use attribute is something other than Any or Anywhere, all records with the specified field will be considered matches. Selected. For example, if the Use attribute is Title, all records that contain a title field will be considered matches.

62 Appendix B: other attributes


Truncation attributes Truncation attributes often depend on the structure attribute.

TRUNCATION

ATTRIBUTE

STRUCTURE

ATTRIBUTE

DESCRIPTION

Right truncation Word or Phrase The last word of the search term is right truncated.

String The entire search term is right truncated.

Word list Each word in the search term is right truncated.

Left truncation Word or Phrase The first word of the search term is left truncated.

String The entire search term is left truncated.

Word list Each word in the search term is left truncated.

Left and right truncation

Word or Phrase The first word of the search term is left truncated and the last word of the term is right truncated.

String The entire search term is left and right truncated.

Word list Each word in the search term is left and right truncated.

Do not truncate Not applicable No truncation.

Process # in search term

Not applicable The search term contains the symbol # (ASCII hex 23) to indicate where truncation should take place.

RegExpr-1 Not applicable The search term is a regular expression adhering to the format defined in IEEE 1003.2 volume 1, section 2.8 Regular Expression Notation.

RegExpr-2 Not applicable The search term is a regular expression whose format is defined by the target system.

Appendix B: other attributes 63


Structure attributes ATTRIBUTE DESCRIPTION

Phrase The search term is treated as a phrase. Word order within the phrase is important.

Word The search term is a word (i.e. does not contain spaces).

Key A sequence of characters extracted from an indexed word. In the search term, key segments should be separated by a blank (ASCII hex 20).

Year The search term is a year in a 4-digit numeric format.

Date (normalized) The day, month, year, and time of a particular transaction or event. The only mandatory portion of the string is the four-digit year. Otherwise, the search term structure should adhere to the format for Generalized Time in ASN.1 (IS0 8824).

Word list One or more words separated by blanks. The search term is treated as individual words. Order is not important.

Date (un-normalized)

The day, month and year of a transaction or event. The search term is unstructured.

Name (normalized) A name search term structured in a particular order as specified by the target system. For example, Surname, Firstname.

Name (un-normalized)

A name search term that is unstructured.

Structure The term has a structure. This structure may be implied by the Use attribute or defined by the target system.

Urx The term is a document identifier.

Free-form-text The term is text inputted by the user.

Document-text The term is text extracted from a document.

Local-number A number significant to the target system.

String The entire search term is treated as a string rather than as a sequence of individual words.

Numeric string The term is a string that represents a number.

64 Appendix B: other attributes


Position attributes ATTRIBUTE DESCRIPTION

First in field For a match, the search term must be the first data in the field.

First in subfield For a match, the search term must be the first data in the subfield.

Any position in field The search term can appear anywhere in the field.

Completeness attributes ATTRIBUTE DESCRIPTION

Incomplete subfield Words other than those in the search term may appear in the subfield or field where the search term is found.

Complete subfield No words other than those in the search term should appear in the subfield where the search term is found. However, additional words may appear in other subfields within the same field.

Complete field No words other than those in the search term should appear in the entire field in which the term is found.


Appendix C: server test results After testing a database, you will see the Test Server Results screen.

Results of individual tests

Test conclusion

66 Appendix C: server test results


Description of tests When you test a database, Athena zMARC performs a number of different tests to make sure that both the database and its server are available and functioning correctly. The following table briefly describes each of these tests.

TEST DESCRIPTION

TCP/IP This test determines whether your library is setup and capable of accessing remote Z39.50 servers.

Server availability This test determines whether the Z39.50 server you are testing is available.

Version This test determines the Z39.50 version used by the server.

Database availability This test determines whether the database you are testing is available.

Bib-1 attributes test This test determines whether the Z39.50 server you are testing supports the Z39.50 Bib-1 Use attributes.

USMARC returnable This test determines whether the Z39.50 server you are testing is able to send MARC records to outside libraries.

Search This test determines whether the database you are testing is searchable.

Present This test determines whether the Z39.50 server you are testing is able to send the search results back to your library.


Glossary

Active Collection The collection that Athena is using at any given time.

Barcode Label A sticky label encoded with a barcode number that can be attached to library materials or patron library cards.

Barcode Number A unique number that Athena uses to identify a library item.

Barcode Reader A device connected to a computer that can read barcode labels.

Boolean Search A search using multiple search terms. Terms are linked by the operators AND, NOT, and OR.

Call Number A code that usually denotes the physical location of library items on the shelves. Most libraries use the Dewey Decimal or Library of Congress classification schemes.

Catalog A directory containing bibliographic and other information about every item in a particular collection.

Cataloging The process of entering and maintaining a collection’s catalog.

Collection A group of library materials. Usually each group of materials has some distinguishing feature. It might be a physical location, a format, or something else.

68 Glossary


Collection Identification Code

A unique two-character code that Athena uses to identify a collection.

Copy A specific holding of a particular title. The term copy refers to one specific library item; however, there can be several copies of a particular title. Copy-specific information includes things such as location, call number, barcode number, cost, format code, acquisition date and fund code.

Database In Athena zMARC, a database refers to a collection of MARC records being made available on a Z39.50 server.

Default Collection The collection that Athena opens when the system is first started.

Diacritics Accents sometimes applied to characters in non-English words. Examples are á, ç, ñ, etc.

Easy Entry A method of entering bibliographic and copy information into an Athena collection. Easy Entry allows people who know little or nothing about the MARC format to create authentic MARC records.

Entry Collection An Athena collection that provides temporary storage for new MARC records while you verify that they meet your cataloging standards. In most libraries, entry collections are not available to patrons; they are used solely for cataloging. When cataloging is finished, the MARC records are normally transferred to a master collection.

Importing The process of copying computerized data from an external source into Athena.

ISBN The International Standard Book Number. This is an international standard used to uniquely identify a book.

ISSN The International Standard Serial Number. This is an international standard used to uniquely identify titles that are issued at regular or irregular intervals.

Glossary 69


Log Reporting Level

The level of detail to be included in the Athena zMARC search log.

MARC Entry A method of entering bibliographic and copy information into an Athena collection. MARC Entry allows catalogers to make changes directly to the MARC record. Tag numbers, subfield codes and indicators are all displayed on the screen with the corresponding bibliographic data.

MARC Format The ANSI Z39.2 Bibliographic Information Interchange standard. This is a standard for a MAchine Readable Catalog. It is the basic format used for storing catalog information on electronic media. There are several forms of the MARC format. The most recent, and industry standard, is the MARC 21 with 852 holdings (formerly known as USMARC/852 Holdings Data protocol). This is the format supported by Athena.

MARC Record The catalog information for a single title stored in the MARC format.

MARC Subfield A subdivision of a MARC record information category (tag).

MARC Subfield Code

A designated character used to identify a subfield within the MARC record.

MARC Tag A designated number used to identify a category of catalog information in a MARC record. See Appendix B for a list of commonly used MARC tags.

Master Collection The library’s working Athena collections. They are the collections that you and your patrons use on a daily basis. Ideally, they should contain only accurate, high-quality MARC records.

70 Glossary


Merging The process of combining two MARC records into a single record. In Athena, merging occurs when you try to add or import a record for a title that is already in the collection. Instead of creating a second record, Athena simply transfers the copy information from the new record to the existing record. Before merging can occur, the Merge Duplicate Bibliographic Records cataloging parameter must be set to Yes.

MicroLIF Microcomputer Library Interchange Format. This is a standard format established by book vendors and software dealers for storing catalog information on electronic media. MARC 21 with 852 holdings is an enhanced version. This is the version supported by Athena. Older versions must be converted to the MARC 21 with 852 holdings protocol before importing into Athena. In most cases, the conversion can be done easily with MARC/Convert, a utility shipped with Athena.

Parameter A setting that the librarian can change which tells Athena how to perform a particular task or tasks.

Password A specific string of characters that a user must enter before Athena will provide access to locked functions. Passwords can be changed by library staff. Ideally passwords should be more than five characters long and consist of a combination of numbers, letters and symbols.

Port A number, referring to a logical connection place or location on a network. Z39.50 services are generally configured to “listen” for requests at port 210.

Client programs, such as Athena zMARC, use port numbers to direct their requests to the appropriate port on the remote system.

Proxy Server A server that acts as an intermediary between a client application, such as Athena zMARC, and a real server. A proxy server intercepts requests to the real server and attempts to fulfill that request.

Glossary 71


Search Term A word, partial word, or a phrase that is used to specify a search.

Searching The process of identifying and locating materials in a library.

Subfield See MARC subfield.

Subfield code See MARC subfield code.

Tag See MARC tag.

Template A computerized form used for entering bibliographic information into Athena’s catalogs.

Timeout value In Athena zMARC, the amount of time that the program waits for a response from a Z39.50 server before ending the process.

Title The bibliographic record for a particular work. The title does not refer to a specific library item. Rather, it applies to all the copies of that work. It includes information such as main title (name of the book, etc.), author’s name, subject, notes, publication data, etc.

Union Catalog A catalog that includes the holdings from a number of different libraries.

URL URL is the acronym for Uniform Resource Locator. Think of a URL as an address that you can use to refer to a specific page or site on the Internet.

Z39.50 An information retrieval protocol used for searching and retrieving MARC records. Note: only databases made available through Z39.50 servers can be searched using this protocol.

Z39.50 Server A server that uses the Z39.50 protocol to make MARC records available for searching and retrieval.


Index

—A—Add Title feature, starting Athena zMARC, 9 Add/Maintain Servers and Databases

feature, 41 Advanced Search, starting Athena zMARC,

10 Athena zMARC

Cataloging quick start, 6 Choosing databases to search, 11 Configuring. See Configuring Athena

zMARC Copying a MARC record, 26 Described, 1 Enabling, on search stations, 3 Hardware requirements, 2 Holdings parameters

Changing, 16 Defined, 13

Overview, 5 Printing

Full/MARC description, 24 Search results, 21

Search results, 20 Search terms, 17

Searching, 17 Limiting search terms

With Other attributes, 18 With Use attribute, 17

Quick start, 8 Software requirements, 2 Starting for cataloging, 9 Starting for searching, 10 Unlocking, 2

Attributes, 17, 18, 61

—B—Barcode parameter, 16 Bibliographic information

Adding, 27, 31 Changing, 30 Removing, 32

—C—Call number parameters, 14 Call number, displaying on search stations,

52 Card description, viewing, 23 Cataloging quick start, 6 Completeness attribute, 18, 64

74 Index


Configuring Athena zMARC Database, testing. See Database, testing Default databases, setting, 39 Description of tasks, 4 Displaying call numbers, 52 Log reporting level, setting, 52 Maximum number of records to

download, setting, 52 Options, setting, 52 Overview, 35 Server, testing. See Server, testing Specifying a proxy server, 54 Starting Add/Maintain Servers and

Databases feature, 41 Starting for cataloging, 38 Starting for searching, 36 Timeout value, setting, 52

Copy information, changing, 28, 33 Copying a record from search results, 26 Cost parameter, 16 Cutter Length parameter, 15 Cutter parameter, 15

—D—Database

Adding new, 45, 47 Adding to existing server, 47 Changing properties, 48 Choosing for search, 11 Defined, 36 Maintaining, 41 Removing, 39, 40, 49 Selecting, 40 Setting default, 39 Testing, 50, 65

Date Acquired parameter, 15 Dewey Cutoff parameter, 14

—E—Easy Entry, 27

—F—Firewall, 54 Format parameter, 15 Full description

Printing, 24 Viewing, 21

Fund parameter, 15

—G—General parameters, 15

—H—Hardware requirements, 2 Holdings parameters

Accessing the Specify Holdings Parameters screen, 13

Call number, 14 Changing, 16 Defined, 13 General, 15

—I—Include a Barcode parameter, 16

—L—Limiting search terms

with Other attributes, 18 with Use attribute, 17

Location parameter, 15 Log reporting level, setting, 52

—M—MARC description

Printing, 24 Viewing, 23

MARC Entry, 29

Index 75


MARC record Changing, 27, 29 Copying into Athena, 26 Modifying with Easy Entry, 27 Modifying with MARC Entry, 29 Saving

Easy Entry, 29 MARC Entry, 34

Maximum number of records to download option, 52

MicroLIF format, 70

—O—Obtain Cost from ISBN (020 c) parameter, 16 Options, setting, 52 Other attributes, 18, 61 Overview of Athena zMARC, 5

—P—Port, defined, 70 Position attribute, 18, 64 Prefix parameter, 14 Printing

Full/MARC description, 24 Search results, 21

Proxy server Defined, 70

—Q—Quick start

Cataloging, 6 Searching, 8

—R—Relation attribute, 18, 61

—S—Saving the MARC Record

Easy Entry, 29 MARC Entry, 34

Search results Copying a record from, 26 Printing, 21 Viewing, 20

Search stations Enabling Athena zMARC, 3 Starting Athena zMARC, 10

Search terms limiting with Other attribute, 18 limiting with Use attribute, 17

Searching Limiting search terms

Other attributes, 18 Use attribute, 17

Quick start, 8 Search results, 20

Server Adding database to, 47 Adding new, 45 Changing properties, 48 Described, 36 Maintaining, 41 Providing information about, 43 Removing, 49 Testing, 50, 65

Software requirements, 2 Starting Athena zMARC

for cataloging, 9 for searching, 10

Structure attribute, 18, 63

—T—Target databases, choosing, 11 Truncation attribute, 18, 62

76 Index


—U—Unlocking Athena zMARC, 2 Use attribute, 17, 55

—V—Vendor parameter, 15

—W—Workstation Manager, 3

—Z—Z39.50, described, 2

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