From 866bead508569855a0cd474c6169248209e13d86 Mon Sep 17 00:00:00 2001 From: GitHub Actions Date: Tue, 30 Jul 2024 13:57:13 +0000 Subject: [PATCH] differences for PR #150 --- 09-integrations.md | 88 +++++++++++++++++++++++++++++++++---- fig/field-count-report.png | Bin fig/find-all-results.png | Bin fig/main-menu.png | Bin fig/marc-editor-empty.png | Bin fig/marc-editor.png | Bin md5sum.txt | 2 +- 7 files changed, 81 insertions(+), 9 deletions(-) mode change 100755 => 100644 fig/field-count-report.png mode change 100755 => 100644 fig/find-all-results.png mode change 100755 => 100644 fig/main-menu.png mode change 100755 => 100644 fig/marc-editor-empty.png mode change 100755 => 100644 fig/marc-editor.png diff --git a/09-integrations.md b/09-integrations.md index 7d9b44fa..d2964932 100644 --- a/09-integrations.md +++ b/09-integrations.md @@ -1,6 +1,6 @@ --- title: Integrations -teaching: 10 +teaching: 15 exercises: 0 --- @@ -8,6 +8,7 @@ exercises: 0 - Explain what integrations are - Explain how integrations support advanced record actions +- Illustrate integrations with OCLC :::::::::::::::::::::::::::::::::::::::::::::::::: @@ -20,19 +21,90 @@ exercises: 0 ## Integrations -MarcEdit has the ability to interface (or integrate) with other applications. Integrations with other cataloguing utilities, such as vendor ILS and LSP systems and OCLC WorldCat, support advanced actions which can include downloading records, pushing new records or record updates, and setting holdings (OCLC WorldCat). Currently, MarcEdit can integrate with the ILS Alma, Koha, or a local ILS if you are able to connect to the host database. MarcEdit can be set up to integrate with OCLC's APIs for metadata and connect to OCLC or the Library of Congress (either UTF-8 or MARC8) Z39.50 services. +MarcEdit can interface (or integrate) with other applications. Integrations with other cataloguing utilities, such as vendor ILS and LSP systems and OCLC WorldCat, support advanced actions, including downloading records, pushing new records or record updates, and setting holdings (OCLC WorldCat). Currently, MarcEdit can integrate with the ILS Alma, Koha, or a local ILS if you can connect to the host database. MarcEdit can be set up to integrate with OCLC's APIs for metadata and connect to OCLC or the Library of Congress (UTF-8 or MARC8) Z39.50 services. For the ILS integrations you will need one or some of the following: - Host URL of the database - Username and password +- OCLC Connexion username and password - Token - -If you are setting up an integration to your ILS, it is recommended to touch base with those who have already done this. For example, for Alma, you can reach out to the Alma listserv to get guidance. - -For the OCLC API integration, you will need to request an API key with OCLC. You will need the Registry API, Metadata API, and Search API. It is recommended to consult OCLC's help page on [setting up MarcEdit OCLC integration](https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F?sl=en) as well as Terry Reese's information from his blog. - -For the Z39.50 integration, you will need to enter your username and password in the settings. For OCLC, this is your Connexion number and password. For the Z39.50 search for OCLC, there are options for the types of searches performed and translating records to UTF-8. +- API Key + +### Integration with an ILS +At this time, MarcEdit supports integrations with the ILS Alma and Koha. The ILS integration will require you to request an API key from your systems person, your ILS vendor, or your hosting vendor. You can also ask for instructions on how to set up the integration. For example, for Alma, you can reach out to the Alma listserv to get guidance or to the Alma Tech Blog on [integrating MarcEdit with Alma](https://developers.exlibrisgroup.com/blog/configure-marcedit-7-to-work-with-alma-updated-for-marcedit-7-5-116-12-17-2021/). For Koha, this [article](https://bywatersolutions.com/education/koha-tutorial-exporting-records-marcedit) from ByWater Solutions offers guidance on how to edit records in MarcEdit using the Koha MarcEdit integration. + +### Integration with OCLC's API +For the OCLC API integration, you need to [request an API key and check if your institution is eligible](https://www.oclc.org/developer/support/eligibility.en.html) for this service. If your institution is eligible, then you can request a key through [OCLC's developer network](tps://www.oclc.org/developer/develop/authentication/how-to-request-a-wskey.en.html). You can also go to Preferences from the main menu in MarcEdit, click on OCLC API Integration and then click on the "Request an OCLC Key". It is recommended to consult OCLC's help page on [setting up MarcEdit OCLC integration]([https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F?sl=en](https://help.oclc.org/Librarian_Toolbox/OCLC_APIs/Troubleshooting/How_do_I_set_up_MarcEdit_OCLC_Integration%3F)) as well as Terry Reese's information from his blog. + +### Integration with a Z39.50 Database +Many systems rely on the Z39.50 protocol. It could be the case that your current ILS relies on it for Interlibrary loan. For this type of integration, you need the following information below. You can find this information at the Library of Congress [Gateway to Library Catalogs](https://www.loc.gov/z3950/) of [zbrary](https://www.z-brary.com/). + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
FieldValue
NameEnter a name that helps you remember which Z39.50 service you are connecting to
HostThe link to the host's Z39.50.
DatabaseEnter the name of the database
PortEnter the port number
SyntaxEnter the flavor of MARC such as USMARC
UsernameEnter a username
+ +For [OCLC](https://help.oclc.org/Metadata_Services/Z3950_Cataloging/Get_started/Configuration_guide_for_OCLC_Z39.50_Cataloging), this information looks like the following. + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
FieldValue
NameOCLC's Library Catalog
Hostzcat.oclc.org
DatabaseOLUCWorldCat
Port210
SyntaxMARC21
Username & PasswordConnexion Username of 3 numbers - 3 numbers - 3 numbers as in 100-034-090 and your Connexion Password
+ +You should be able to add multiple Z39.50 connections. :::::::::::::::::::::::::::::::::::::::: keypoints diff --git a/fig/field-count-report.png b/fig/field-count-report.png old mode 100755 new mode 100644 diff --git a/fig/find-all-results.png b/fig/find-all-results.png old mode 100755 new mode 100644 diff --git a/fig/main-menu.png b/fig/main-menu.png old mode 100755 new mode 100644 diff --git a/fig/marc-editor-empty.png b/fig/marc-editor-empty.png old mode 100755 new mode 100644 diff --git a/fig/marc-editor.png b/fig/marc-editor.png old mode 100755 new mode 100644 diff --git a/md5sum.txt b/md5sum.txt index 5f1fb713..5ece0c01 100644 --- a/md5sum.txt +++ b/md5sum.txt @@ -11,7 +11,7 @@ "episodes/06-manipulating-MARC-data-basics.md" "8875128cd930c65742456a1b17b03f03" "site/built/06-manipulating-MARC-data-basics.md" "2023-10-12" "episodes/07-manipulating-MARC-data-advanced.md" "2c696f47fbb4142cb38123ce200e0995" "site/built/07-manipulating-MARC-data-advanced.md" "2023-10-13" "episodes/08-tasks-and-automation.md" "f626dd358a2ebde9bab138410fd09d40" "site/built/08-tasks-and-automation.md" "2023-10-05" -"episodes/09-integrations.md" "a8a926bc718a1c5c517953bd7c973ba0" "site/built/09-integrations.md" "2023-10-05" +"episodes/09-integrations.md" "1534583feb79c3eabb581b1d31fd82e5" "site/built/09-integrations.md" "2024-07-30" "episodes/10-regular-expressions.md" "a30e7c6c21d1eebdc8443f2b1d61a817" "site/built/10-regular-expressions.md" "2023-10-05" "instructors/instructor-notes.md" "a59fd3b94c07c3fe3218c054a0f03277" "site/built/instructor-notes.md" "2023-04-25" "instructors/os-original-material.md" "ee14e97312170c98502771516bbb266b" "site/built/os-original-material.md" "2023-04-25"