1. © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

2. © 2000 Southeastern Louisiana University SmartPORT Configuration WorkFlows Help FAQs: Setting Up Unicorn Z39.50 the Quick and Easy Way Getting Started with Z39.50 SIRSI Customer Support webpage Z39.50 Corner

3. © 2000 Southeastern Louisiana University Add a Z39.50 Element On WorkFlows configuration toolbar OPAC Configuration wizard Select Gateway Select modify iLink In Root Element folder, select modify Root In Gateway Elements folder, select modify KNOWLEDGE_PORTAL In Gateway Elements folder, select modify Z39.50 In Gateway Elements folder, duplicate an element

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10. Creating Search Names On WorkFlows configuration toolbar OPAC Configuration wizard Select Name Mapping Modify OCLC In Mappings folder, click on New button Click on Search name gadget, select OCLCNUM Click on Search use attributes gadget, select LOCAL-NUM Click Save changes

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13. SmartPORT Settings WorkFlows Help Load Bibliographic Record Options: Call Sources – Class scheme –Entry –Subfields to use –Whether the last occurrence of the entry should be used Load Bibliographic Record Options: Title Control Number Source Value – CodeMARC Entry – oOCLC number (001) – pOCLC number (035)

14. © 2000 Southeastern Louisiana University SmartPORT Settings Click on Preferences in WorkFlows menu bar Click on SmartPORT settings Under Bibliographic Record Load Option click on “Match and Load” In Title Control Number Source box, key in “po” (for OCLC records) In Call Sources box, key in “LC,050,,N/LC,090,,N” (for LC call numbers) In Library box, key in “library code” Click on “ok”

15. © 2000 Southeastern Louisiana University

17. Using SmartPORT Click on lighting bolt icon Choose source(s) for exporting records Click on connect button (you should see a clock) When connected, click on search Fill in search box and click on appropriate button (ISBN, author, title, etc.) Look through the list of records and click on the display button next to the record

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20. Icon Searching

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22. Labeled Searching

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25. Capturing a Record If the record is the one you want, click on the capture button (camera) The Load Bibliographic Record Options screen will come up and if there are no changes in the way it should export, click on “OK” Another box should come saying that it is uploading “raw Marc” records. Click on “OK” The Loading Bib Record screen will come up with the marc record. You may get a message that says “Copy does not exist”. It should be loaded by this time.

26. © 2000 Southeastern Louisiana University SmartPORT Pros Export records immediately Very easy to search OCLC’s Connexion may be cumbersome with Unicorn

27. © 2000 Southeastern Louisiana University SmartPORT Cons Learn new searching techniques Much more expensive than using derived or numeric searching on OCLC’s Passport – Numeric/derived search $ 0.4640 –Z39.50 search/export $ 1.1600

28. © 2000 Southeastern Louisiana University Websites for SmartPORT and/or Z39.50 searching http://www.oclc.org/oclc/cataloging/z3950/zcat_searchtips.html http://www-sul.stanford.edu/depts/catdept/docs/unicorn/smrtp_qualify.html http://www.libraries.psu.edu/iasweb/techserv/docs/smartport/spsearch.html

29. © 2000 Southeastern Louisiana University Additional Information http://www.selu.edu/Academics/Faculty/jcaswell/