These instructions explain how some ILLiad users have been successful in setting up a Z39.50 connection with FOLIO through the ILLiad Customization Manager, allowing you to easily search your library's holdings within the ILLiad Client interface.
Setting up the Z39.50 connection
- Login to your ILLiad Customization Manager.
- Click the Z39.50 ribbon located near the top of the Customization Manager window.
- From the Z39.50 ribbon click on the New button and select Other from the drop-down menu that appears. A form will appear in the content frame of the Customization Manager.
- The Connection section of the form consists of values specific to your library's FOLIO database installation, including server address, port, database name, username, and password. If you do not know these values, you should contact your FOLIO system administrator. You can name the connection whatever you'd like in the Name field.
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The Searching section of the form should contain the following values. Remember to input these values directly into the form, do not copy and paste. ILLiad recognizes variations in the font that can affect the performance of your Z39.50 connection.
System Number Search
@attr 1=1211 "<#SystemNumber>"
Title Search
@attr 1=4 "<#Title>"
Author Search
@attr 1=1003 "<#Author>"
ISBN Search
@attr 1=7 "<#ISBN>"
ISSN Search
@attr 1=8 "<#ISSN>"
Date Search
Keyword Author Search
@attr 1=1003 @attr 4=1 @attr 3=3
Keyword Title Search
@attr 1=4 @attr 4=1 @attr 3=3
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The Result Mapping section of the form should contain the following values. Remember to input these values directly into the form, do not copy and paste. ILLiad recognizes variations in the font that can affect the performance of your Z39.50 connection.
Type
Select XML from the drop-down menu
Identifier
holdingsAndCirc
Call Number
callNumber+availableThrough
Location
temporaryLocation
Availability
availableNow
Availability Type
Regular Expression
Regular Expression
[1]
Available Type
Replace
Available Text
Available
Not Available Type
Replace
Not Available Text
Not Available
- Once all values have been input click the Save button located in the Z39.50 ribbon at the top of the Customization Manager window. Make sure the connection is active by selecting it from the Select Server button also located in the Z39.50 ribbon of the Customization Manager window.
- Your Z39.50 connection to FOLIO is now complete. If your ILLiad Client is open, close and re-open for the changes to take effect.