ATF4A8~1

Athena zServer Users’ Manual

Copyright Notice

Copyright 2000-2001 Sagebrush Corporation. All Rights Reserved.

No part of this publication may be copied or distributed, transmitted, transcribed, stored in a retrieval system, translated into any human or computer language, or disclosed to third parties without the express written permission of Sagebrush Corporation.

Athena, Athena zServer, and Athena zMARC are trademarks of Sagebrush Corporation.

Microsoft, MS-DOS, Windows, Windows 95, Windows 98, Windows NT, Windows 2000, Microsoft Internet Information Server and Microsoft Internet Explorer are trademarks of Microsoft Corporation.

Other brands and products are trademarks of their respective holders.

Athena zServer v2.1 Printed in the United States of America 10/01 AZSV1UMN1001kh

(continued on reverse)

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Contents

GETTING STARTEDGETTING STARTEDGETTING STARTEDGETTING STARTED 1111

Welcome 1

About this manual 2

SYSTEM ADMINISTRATORSYSTEM ADMINISTRATORSYSTEM ADMINISTRATORSYSTEM ADMINISTRATORS’ GUIDES’ GUIDES’ GUIDES’ GUIDE 3333

About this chapter 3

How Athena zServer works 4

Hardware requirements 5

Operating system 5

Domain name 5

The z39.50 standard and Athena zServer 6

Installing Athena zServer 6

Uninstalling Athena zServer 8

Configuring Athena zServer 8The zmarcserver.ini file 8

Shutting down Athena zServer 11

Starting Athena zServer 13Starting from the command line 14

Specifying a listener 16

ii Contents


REMOTE USERS’ GUIDEREMOTE USERS’ GUIDEREMOTE USERS’ GUIDEREMOTE USERS’ GUIDE 17171717

About this chapter 17

Overview 18

Providing basic information 19Example: setting up Athena zMARC 19

Changing information for existing servers and databases (collections) 23

Testing a database 24

Specifying a search 25Entering search terms 25

z39.50 attributes and Athena 25Example: searching with Athena zMARC 28

Starting Athena zMARC 29Choosing the remote collections 31Setting holdings parameters (cataloging only) 33Entering search terms 35Starting the search 37Viewing the search results 37Copying the record (cataloging only) 38

APPENDIXAPPENDIXAPPENDIXAPPENDIX 39393939

Description of Athena search options 39Default search behavior 39Wildcard character 39Extended phrase searching 40

INDEX INDEX INDEX INDEX 41414141


Chapter 1

Getting Started

In this chapter:

• Welcome • About this manual

Welcome Athena zServer enables you to make your Athena collections searchable from Athena zMARC or any other z39.50 searching program. This means that remote users with any industry-standard z39.50 searching program can search your Athena collections over the Internet.

Note: z39.50 is an information retrieval protocol that Athena zServer and other compliant programs use to make information available to remote users. For more information about z39.50, refer to the ANSI/NISO z39.50 Protocol Specification.

2 Chapter 1 Getting Started About this manual


About this manual The manual is divided into two major sections: the System Administrators’ Guide, and the Remote Users’ Guide.

The System Administrators’ Guide provides the information your system administrator will need to install and configure Athena zServer. The Remote Users’ Guide provides instructions to help remote users connect to and search your library’s Athena collections.


Chapter 2

System Administrators’ Guide

In this chapter:

• About this chapter • How Athena zServer works • Hardware requirements • Operating system • Domain name • The z39.50 standard and Athena zServer • Installing Athena zServer • Uninstalling Athena zServer • Configuring Athena zServer • Shutting down Athena zServer • Starting Athena zServer

About this chapter This chapter provides the information that the system administrator needs to install and maintain Athena zServer.

Note: Only a qualified technician should perform the tasks described in this chapter.

4 Chapter 2 System Administrators’ Guide How Athena zServer works


How Athena zServer works Athena zServer acts as an interpreter between Athena and z39.50 client searching programs such as Athena zMARC. Here are the steps involved in a search.

1. The remote user specifies a search using a z39.50 searching program. The program sends the search request over the Internet to Athena zServer.

2. Athena zServer translates the search request into a form that can be understood by Athena.

3. Athena performs the specified search and passes the results back to Athena zServer.

4. Athena zServer translates the search results into a form that can be understood by the z39.50 searching program and sends this information back over the Internet.

5. The z39.50 searching program displays the search results on the remote user’s machine.

This process can also be illustrated visually:

Your LibraryYour LibraryYour LibraryYour LibraryRemote UserRemote UserRemote UserRemote User

Internet

Search Request

Search Results

z39.50 SearchingClient Athena zServer

AthenaCollection

Although there are lots of steps involved, neither you nor the remote users need to worry about them. All your remote users need to do is specify a search using a z39.50 searching program. Athena zServer takes care of the rest.

Hardware requirements Chapter 2 System Administrators’ Guide 5


Hardware requirements Athena zServer has the same hardware requirements as Athena multi-user. For optimum performance, we recommend that this computer meets at least these specifications:

Processor and memory

Windows NT 4.0 Windows 2000

Server

Novell

Netware 4

Novell

Netware 5

Pentium 166 MHz 64 MB Ram

Pentium 300 MHz 256 MB RAM



Other

COMPONENT SPECIFICATION

Storage • One MB free hard drive space for the zServer system files.

• CD-ROM drive.

Internet Connection

A dedicated, high-speed connection (56,000 bits per second or faster).

Operating system Windows NT (v4.0 or higher), Windows 2000 Server, or Windows 98.

Domain name Before you can make your library’s Athena collections accessible to z39.50 searching programs, your library needs its own fully qualified domain name. To obtain a fully qualified domain name, contact InterNIC Registration Services at:

http://rs.internic.net

6 Chapter 2 System Administrators’ Guide The z39.50 standard and Athena zServer


The z39.50 standard and Athena zServer Athena zServer uses the z39.50 Application Service Definition and Protocol.

Athena zServer supports:

• z39.50 Protocol versions 2 and 3.

• The Init, Search, Present, and Termination services as defined in the ANSI/NISO z39.50 standard.

• The Bib-1 attribute set.

• The OID: 1.2.840.10003.5.10 (USMARC) record syntax.

Athena zServer does not support:

• Multiple or Named Results sets.

Additional notes

• Only certain attribute combinations are supported. For a complete listing of supported combinations, see z39.50 attributes and Athena starting on page 25.

• A specific Use attribute is supported only if it can be defined by a tag and subfield combination and does not require parsing or interpretation of the contents of the text contained in the subfield. For a description of tags and subfields that define specific Use attributes, see the document bib-1 Attribute Semantics located at: http://lcweb.loc.gov/z3950/agency/contents.html

Installing Athena zServer Note: During the installation you will be asked to enter the IP address

of the computer containing your Athena system files. You will also be asked to enter the port number for the Internet connection to be used by Athena zServer. Before installing, have your system administrator provide you with this information.

Installing Athena zServer Chapter 2 System Administrators’ Guide 7


If you have already installed Athena 1. Insert your Athena zServer CD into the CD-ROM drive of

the computer that will be running Athena zServer. Note: for the install, this computer must have write access to the folder containing your Athena files and be able to access the registry or service control module.

2. Notice that the Athena zServer CD contains a file called setup.exe. Start the setup program by double-clicking this file. Shortly after starting, the setup program will launch a utility called Product Manager.

3. From the Product Manager screen, enter your Product Key in the Product Key box.

4. Click UNLOCK. You will see a dialog box stating that the unlock is complete. Click OK.

5. Exit Product Manager by clicking the EXIT tab. Then follow the instructions that appear on your screen.

Note: After installation, Athena zServer automatically launches whenever the computer is started. During startup, you will briefly see an MS-DOS window. This window closes automatically.

If you have not already installed Athena 1. Install Athena following the instructions in your Athena

Users’ Manual. At the end of the installation, you will be asked if you want to install Athena zServer on this computer.

2. To install Athena zServer on this computer, click YES and follow the instructions on your screen. —or— To install Athena zServer on a different computer, click NO. When the Athena installation has finished, install Athena zServer on the desired machine. For instructions, see If you have already installed Athena on this page.

8 Chapter 2 System Administrators’ Guide Uninstalling Athena zServer


Uninstalling Athena zServer If you decide to run Athena zServer from a machine other than the one on which it was originally installed, you must:

• Uninstall Athena zServer from the original machine. To uninstall Athena zServer follow the normal procedure for uninstalling software. For help, consult the documentation that came with your version of Windows.

• Install it on the new machine.

Configuring Athena zServer Once Athena zServer has been installed, you can configure it so that it meets the needs of your library. This table provides a general description of the various configurable features.

FEATURE DESCRIPTION

Port You can specify the port address for the Internet connection.

Maximum record size

You can specify the size of the buffer that Athena zServer uses for sending information to the z39.50 client.

Idle Time You can set the length of time, in minutes, that Athena zServer allows a client to remain inactive before automatically terminating the session.

The zmarcserver.ini file You configure Athena zServer by changing entries in the zmarcserver.ini file. This file is located in the folder containing your Athena system files.

Configuring Athena zServer Chapter 2 System Administrators’ Guide 9


The following table describes the various entries in zmarcserver.ini file:

SECTION ENTRY POSSIBLE VALUES DEFAULT VALUE

PORT IPNumber This is the IP address of the computer hosting Athena zServer.

The IP address entered by the user during installation.

Port This is the port address for the Internet connection used by Athena zServer.

210, unless the user enters a different port address during installation.

IDLETIME IdleTime This is the length of time, in minutes, that Athena zServer allows a client to remain inactive before automatically terminating the session.

12 minutes

MAXRECORDSIZE MaxRecordSize This is the maximum buffer size, in kilobytes, used by Athena zServer for sending information to the client. Note: a MARC record that exceeds the MaxRecordSize value will not be sent to the z39.50 client.

1000

INITSERVER InitServer 1 Enables command line parameters for installing and uninstalling Athena zServer as a Windows NT service. Note: this setting must not be used with Windows 98.

0 Disables use of command line parameters to install or uninstall Athena zServer as a Windows NT service. Note: this setting must be used with Windows 98.

0

10 Chapter 2 System Administrators’ Guide Configuring Athena zServer


To configure Athena zServer:

1. Open the zmarcserver.ini file in a text editor such as NotePad.

2. Make the necessary changes to the various configuration settings within this file.

3. Save your changes and close the file.

Note: Before your configuration changes can take effect, you must restart Athena zServer. Do this by rebooting or by manually shutting down and restarting Athena zServer.

Shutting down Athena zServer Chapter 2 System Administrators’ Guide 11


Shutting down Athena zServer When running on Windows NT, Athena zServer automatically shuts down properly whenever you shut down your computer. You can also shut down Athena zServer manually without shutting down the computer.

To manually shut down Athena zServer on Windows NT:

1. Click the START button on the taskbar, point to settings, and click CONTROL PANEL.

2. Double-click SERVICES. You will see the Service dialog box.

3. In the Service box, click the Athena zServer service. Note: this service will have the Host Name that you entered when you installed Athena zServer.

4. Click STOP. You will see a message asking if you are certain that you want to stop the service.

5. Click YES.

Note: Athena zServer will wait until all z39.50 searching clients have terminated their sessions before shutting down.

Tip Instead of shutting down Athena zServer server you can temporarily pause it so that it does not accept new clients. From the Services dialog box, click the Athena zServer service. Then click PAUSE. To restart Athena zServer, click CONTINUE.

12 Chapter 2 System Administrators’ Guide Shutting down Athena zServer


Note: If you are running Athena zServer on Windows 98, you must manually shut down Athena zServer before shutting down your computer.

To manually shut down Athena zServer on Windows 98:

1. Switch to the Athena zServer program by clicking its taskbar icon.

You will see the Athena zServer dialog box.

2. Click the EXIT THE ATHENA ZSERVER option.

3. Click DONE.

Note: Athena zServer will wait until all z39.50 searching clients have terminated their sessions before shutting down.

Tip Instead of shutting down Athena zServer, you can temporarily pause it so that it does not accept new clients. Simply choose the SUSPEND THE ATHENA ZSERVER option from the Athena zServer dialog box and click DONE. To restart the server from the Athena zServer dialog box, choose the RESTART THE ATHENA ZSERVER option and click DONE.

Athena zServer taskbar icon

Starting Athena zServer Chapter 2 System Administrators’ Guide 13


Starting Athena zServer Athena zServer automatically launches whenever the computer is started. However, you can also start Athena zServer manually.

Note: While Athena zServer starts you will briefly see an MS-DOS window. This window will close automatically.

To manually start Athena zServer on Windows NT:

1. Click the START button on the taskbar, point to settings, and click CONTROL PANEL.

2. Double-click SERVICES. You will see the Services dialog box.

3. In the Service box, click the Athena zServer service.

4. Click START.

Tip To manually start Athena zServer on Windows 98, use the command line method. For instructions, see Starting from the command line starting on page 14.

14 Chapter 2 System Administrators’ Guide Starting Athena zServer


Starting from the command line You can also start Athena zServer from the command line on either Windows NT or Windows 98.

To start Athena zServer from the command line:

1. Click the START button on the task bar. Then click RUN.

2. Type f:\athena\zServer (If your Athena system files are on a drive other than F or a folder other than athena, substitute the appropriate drive and folder in this command.)

3. Click OK.

When starting Athena zServer from the command line, you can use the following options:

OPTION DESCRIPTION

-u [user ID] Use this option to set the real user ID of the server process to that of a specific user.

Example -u athuser

-w [working directory] Use this option to specify the full path to the working directory.

Example: -w f:\athena

-i Use this option when running from the inetd server.

-t [Idle session timeout] Use this option to specify the amount of time, in minutes, that Athena zServer allows a client to be idle before terminating the session.

Example: -t 12

Starting Athena zServer Chapter 2 System Administrators’ Guide 15


OPTION DESCRIPTION

-k [max record size] Use this option to specify the maximum buffer size, in kilobytes, used by Athena zServer for sending information to the client. Note: a MARC record that exceeds the MaxRecordSize value will not be sent to the z39.50 client.

Example: -k 1000

-install Use this option to run Athena zServer as an NT service. Note: before you can use this option, the InitServer value in the zmarcserver.ini file must be set to 1.

Type of start: demand (via Services dialog box)

Example: -install

-installa Use this option to run Athena zServer as an NT service. Note: before you can use this option, the InitServer value in the zmarcserver.ini file must be set to 1.

Type of start: auto (at startup)

Example: -installa

-remove Use this option to remove Athena zServer as an NT service. Note: before you can use this option, the InitServer value in the zmarcserver.ini file must be set to 1.

Example: -remove

16 Chapter 2 System Administrators’ Guide Starting Athena zServer


For example, to start Athena zServer and specify:

• An idle session timeout of 12 minutes,

• A working directory of athena,

• A maximum record size value of 1000 kilobytes,

use the following syntax:

zServer -w athena -t 12 -k 1000

Note: Values specified in the zmarcserver.ini file take precedence over options specified via the command line.

Specifying a listener The listener specifies the IP address and port number that Athena zServer should monitor for z39.50 client activity. The listener specifications can simply be appended to the command line and should follow this syntax:

hostname | IP-number : port number

For example, to specify:

• A host name of zServer,

• An IP address of 207.153.40.80,

• A port number of 210,

append the following to the end of the command line:

zServer | 207.153.40.80 : 210

For example, if you wanted to combine this listener with the command line used earlier, the syntax would be:

zServer -w athena -t 12 -k 1000 zServer | 207.153.40.80 : 210


Chapter 3

Remote Users’ Guide

In this chapter:

• About this chapter • Overview • Providing basic information • Specifying a search

About this chapter This chapter provides information remote users need to set up their z39.50 searching programs to access Athena collections made available via Athena zServer. The chapter also provides information to help remote users specify z39.50 searches on Athena collections.

18 Chapter 3 Remote Users’ Guide Overview


Overview If a library has Athena zServer, you can search its Athena collections using any z39.50 searching program. This involves:

• Providing your z39.50 searching program with the basic information it needs to access the desired Athena collection. Among other things this includes the library’s IP address and the two-character collection ID of the Athena collection you want to search.

• Specifying a search. You specify a search using standard z39.50 tools. Your z39.50 searching program then sends a search request to your library. After Athena compiles the search results, they are passed back to your z39.50 searching program so that you can view them.

Note: If you are using Athena zMARC, the search results will include circulation status information. If you use any other z39.50 searching program, circulation status information will not be available.

Providing basic information Chapter 3 Remote Users’ Guide 19


Providing basic information Before you search the remote library’s Athena collections, you need to provide your z39.50 searching program with the information it needs to locate the library and the relevant Athena collections that you want to search.

In particular, you need to supply:

• The URL or IP address of the hosting library.

• The Port address of the Internet connection used by Athena zServer at the hosting library.

• The two-letter Athena collection IDs of the collections that you want to search.

You should obtain all of the above information from the remote library before proceeding.

Example: setting up Athena zMARC Note: The following sections use Athena zMARC to illustrate how to

set up a z39.50 searching program. For specific information about a z39.50 searching program other than Athena zMARC, consult the documentation provided with that program.

Setting up Athena zMARC involves:

• Creating an entry for the server of the library that you want to search. This provides Athena zMARC with the information it needs to locate the library’s server.

• Adding database entries for the server. Each database corresponds to an Athena collection and contains the information that Athena zMARC needs to access the collection.

20 Chapter 3 Remote Users’ Guide Providing basic information


Tip These instructions describe how to enter server and databases information from the Configure zMARC Cataloging feature. However, the same procedures can be used from the Configure zMARC Searching feature.

This table describes the server information that can be provided to Athena zMARC. Please pay special attention to all required information.

INFORMATION DESCRIPTION

Server Name (required)

Use this box to enter a descriptive name for the server at the remote Athena location. 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 Staff Library .

URL (required) This is the IP address or domain name for the library that you want to search.

Port (required) This is the port number that Athena zMARC should use to access the server at the remote library. Note: the standard port number for Z39.50 is 210.

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.

Authentication Name

Leave this blank.

Authentication Password

Leave this blank



INFORMATION DESCRIPTION

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 .

Entering server and database information:

1. From Athena’s Cataloging menu, click CONFIGURE ZMARC CATALOGING. When you see the Configure zMARC Cataloging screen, click the MAINTAIN SERVERS/DATABASES tab. You will see the Maintain Z39.50 Servers screen.

2. Click NEW SERVER. You will see the Add z39.50 Server screen.



3. Enter the information pertaining to the server at the remote library. Although not all information is necessary, you must enter a server name, a URL or IP address, and a port number. For a description of the various pieces of information on this screen, see the table on page 20.

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 two-character ID of the remote Athena collection that you want to make searchable.

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

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

8. Click OK.



Changing information for existing servers and databases (collections) You can change the server and database information at any time.

To add a new database (collection) to an existing server:

1. From Athena’s Cataloging menu, click CONFIGURE ZMARC CATALOGING. When you see the Configure zMARC Cataloging screen, click the MAINTAIN SERVERS/DATABASES tab. You will see the Maintain z39.50 Servers screen.

2. Click the server corresponding to the library for which you want to add collections.

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

4. In the Database Name box, type the two-character ID of the Athena collection that you want to make searchable.

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

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

7. Click OK.

To change server information:


2. Click the server that corresponds to the remote library.

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 the table on page 20.

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



To change the properties for an existing database (collection):


2. Click the server containing the collection 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 collections for this server.

4. Click the collection that you want to change.

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

6. Make your changes. When you have finished, click SAVE.

Testing a database Athena zMARC lets you test a database to see if it responds properly.

To test a database:


2. Click the server containing the database that you want to test.

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 collections for this server.

4. Click the collection that you want to test.

5. Click TEST. Athena zMARC will conduct the test and display the results.

Specifying a search Chapter 3 Remote Users’ Guide 25


Specifying a search Once you have provided your z39.50 searching program with the information it needs to find the remote Athena collections, you can specify a search.

Specifying a search involves:

• Entering search terms. If multiple search terms are used, Boolean operators such as AND, OR, and NOT must also be specified.

• Specifying z39.50 attributes for each search term. These attributes specify how the search term should be used or interpreted.

Entering search terms The method used to enter search terms and Boolean operators varies from program to program. For help, refer to the documentation that came with your z39.50 searching program.

z39.50 attributes and Athena The z39.50 standard lets you use attributes to specify how a search term should be used. There are six types of attributes: relation, truncation, structure, position, completeness, and use. You can combine the first five to duplicate Athena search options. You can use the sixth attribute to limit search terms to a particular field or fields within the MARC record.

The next section shows various combinations of Athena search options and shows how to set the attributes for each. For a description of Athena search options, refer to the Appendix starting on page 39.

Note: The attribute combinations shown below are the only ones supported by Athena zServer. Specifying any other combination will cause the search to fail.

26 Chapter 3 Remote Users’ Guide Specifying a search


For these Athena search options:

* Wildcard character used at end of term: No Default search behavior: Exact Extended phrase searching: Always

Set the attributes to:

RELATION TRUNCATION STRUCTURE POSITION COMPLETENESS

Unspecified Unspecified Unspecified Unspecified Unspecified


Default search behavior: Truncated Extended phrase searching: Never



Unspecified Right truncated

Phrase First in field Unspecified


Default search behavior: Exact Extended phrase searching: Never



Unspecified Do not truncate

Phrase First in field Complete field




* Wildcard character used at end of term: No Default search behavior: Exact Extended phrase searching: Always



Unspecified Do not truncate

Word list Any position in field

Incomplete subfield


* Wildcard character used at end of term: No Default search behavior: Truncated Extended phrase searching: Always



Unspecified Right truncated


Incomplete subfield


* Wildcard character used at end of term: Yes Default search behavior: Exact Extended phrase searching: Never



Unspecified Process # in search term

Phrase First in field Complete field



Note: When entering a search term in a z39.50 searching program substitute the # symbol for the * symbol. For example to search for all items beginning with the letters wha, use the search term wha#


* Wildcard character used at end of term: Yes Default search behavior: Exact Extended phrase searching: Always



Unspecified Process # in search term


Incomplete subfield

Example: searching with Athena zMARC Note: The following sections use Athena zMARC to illustrate how to

search Athena collections that have been made available via Athena zServer. For specific information about a z39.50 searching program other than Athena zMARC, consult the documentation provided with that program.

Before searching, ensure that you have created a server for the remote library and added the relevant Athena collections to this server. For instructions, see Example: setting up Athena zMARC starting on page 19.



Starting Athena zMARC Athena zMARC can be used as a searching tool. It can also be used as a cataloging tool to copy specific MARC records from remote collections into your local Athena collection.

Note: When using Athena zMARC for cataloging, the term remote collection refers to the Athena collection that you are searching. The term local collection refers to the collection into which you want to copy the new MARC records.

The method you use to start Athena zMARC will depend on whether you are using Athena zMARC as a searching tool or as a cataloging tool.

To start Athena zMARC for cataloging:

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

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 local collection that you want to copy records into is active.



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

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

zMARC button



To start Athena zMARC for searching:

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

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

3. From the Welcome screen or any Athena menu, 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.

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

Choosing the remote collections Before searching you must indicate which remote Athena collections you want to search. You do this from the Select Databases screen.

Note: Before proceeding make sure that you have already provided Athena zMARC with the information it needs to find the remote library and Athena collections. For instructions, see Example: setting up Athena zMARC starting on page 19.



To access the Select Databases screen:

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

If the Selected Databases box lists databases that you do not want to search, you should remove them.

To remove all selected databases:

1. Under Selected Databases, click any entry.

2. Click REMOVE ALL.

To remove a single database:

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

2. Click REMOVE.

Once you have removed any extra databases, you can select the remote Athena collections that you want to search.



Tip A plus sign (+) or a minus sign (-) beside an entry in the Available Databases box, indicates that the entry contains multiple collections. To see the individual collections, click the plus sign. To hide the individual collections, click the minus sign.

To select a collection:

1. Under Available Databases, click the collection that you want to search.

2. Click SELECT.

Tip To select all of the collections in a multi-collection entry, hide the individual collections by clicking the minus sign. Then select the entry just as you would a single collection.

To return to the zMARC search screen:

♦ Click the SEARCH ZMARC tab.

Setting holdings parameters (cataloging only) If you are cataloging and plan to copy MARC records into the local collection, you should set the holdings parameters.

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 new MARC record. For a complete description of holdings parameters, consult your Athena zMARC Users’ Manual.

Note: To change holdings parameters, you must have started Athena zMARC for cataloging. For instructions, see To start Athena zMARC for cataloging on page 29.



To change holdings parameters:

1. From the zMARC search screen, click the HOLDINGS PARAMETERS tab. You will see the Specify Holdings Parameters screen.

2. Change the information on this screen to reflect the item that you are about to catalog.

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.

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



Entering search terms You specify a search by entering search terms and by specifying attributes.

To enter search terms:

1. From the zMARC search screen, type the search terms in the boxes provided.

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

3. If you are using more than one search term, you must specify the relationship between terms. Do this from the zMARC search screen by choosing AND, OR, or NOT from the lists between the search terms.

Open this list and choose a limit category.

Open this list and choose And, Or, or Not.



Entering attributes Attributes allow you to define how your search terms are used or interpreted. For a full discussion of supported attributes and their relationship to Athena search options, see z39.50 attributes and Athena starting on page 25.

To specify attributes for a search term:

1. Click the button to the far right of the search term.

You will see the Other Search Attributes screen.

2. Choose the desired attributes from the appropriate lists. Remember, Athena zServer supports only those combinations listed in z39.50 attributes and Athena starting on page 25.

3. When you have finished, click the SEARCH ZMARC tab.

Note: If you are using more than one search term, make sure that you set the attributes for each term.

Click this button to set attributes.



Starting the search ♦ Click SEARCH. Athena zMARC will display the search

results. To see more information about a particular title, click it.

Viewing the search results After a search, Athena zMARC lists the titles that match your search criteria. The titles in the search results will all be records from the zServer collection you have searched.



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.

From here you can modify the record as necessary before saving it to the local active collection. For information about using Easy Entry or MARC Entry, consult your Athena Users’ Manual.


Appendix

Description of Athena search options This section describes Athena search options as they apply to Athena zServer and z39.50 searching programs.

Default search behavior Athena can perform two types of searches, exact and truncated. With a truncated search, Athena searches for information that starts with the letters in your search term. For example, if you search on DOL, Athena will find items related to dolls, dolphins, etc.

With an exact search, Athena searches only for information that is identical to your search term. This means that you must type the entire search term. For example, to search on dolphin, you must type the complete word DOLPHIN. Typing DOL is not sufficient.

Wildcard character In Athena you can use an asterisk (*) as a wildcard character at the end of search term. This is equivalent to specifying a truncated search (it overrides exact search behavior and tells Athena to search for information that starts with the letters in your search term). For example, if you search on DOL*, Athena will find items related to dolls, dolphins, etc.

Note: When specifying a search with a z39.50 searching program, you should use the pound symbol (#) as a wildcard character.

40 Appendix Description of Athena search options


Extended phrase searching A search term does not have to be a single word; it can be an entire phrase. When searching on a phrase, Athena can perform two types of searches:

• Extended phrase search. Athena interprets the words within a phrase as if they are separate search terms joined by the Boolean operator AND. For example, the search term used cars is interpreted as used AND cars. This means that before Athena will find a title, its catalog information must contain every word that is present in the search term. However, the words do not need to appear in any specific order. Furthermore, the words can be separated by additional words that are not even in your search term. For example, the search term used cars might yield used compact cars, used passenger cars, cars that have been used, cars used, etc.

• Nonextended phrase search. Athena interprets the entire phrase as a single search term. This means that word order within the search term is important. Furthermore, before Athena will find a title, its catalog information must contain the complete phrase that you used as the search term. For example, the search term used cars will yield only those items with the entire phrase used cars in their catalog information. Athena will not locate items containing phrases such as cars used, used compact cars, used passenger cars, cars that have been used, etc. Also, in a nonextended phrase search, Athena will not find embedded phrases. In other words, before Athena will locate an item, it must have your search term at the beginning of the title, subject, author, or other piece of catalog information.

The type of phrase searching Athena uses depends on the Extended Phrase Searching setting.

• If the Extended Phrase Searching is set to Never, Athena performs only nonextended phrase searching.

• If the Extended Phrase Searching is set to Always, Athena performs only extended phrase searching.


Index

# character, 28, 39 * character, 28, 39

—A—About this manual, 2 Advanced Search, starting Athena zMARC,

31 Athena search options, 26 Athena zMARC

Choosing remote collections, 31 Copying a MARC record, 38 Entering attributes, 36 Entering search terms, 35 Holdings parameters

Changing, 34 Described, 33

Search results, 37 Search stations, starting, 31 Searching example, 28 Setting up, 19

Changing existing servers and databases, 23

Creating the server, 21 Testing the database, 24

Starting for cataloging, 29 Starting for searching, 31

Athena zServer Configuring, 8

IdleTime, 9 InitServer, 9 IPNumber, 9 MaxRecordSize, 9 Port, 9 zmarcserver.ini, 8

Hardware requirements, 5 How it works, 4 Installing, 6 Operating system, requirements, 5 Searching, 18 Shutting down manually, 11 Starting, 13 Starting from the command line, 14. See

also Command line, Options; Command line, Listener

Suspending on Windows 98, 12 Suspending on Windows NT, 11 Uninstalling, 8 z39.50 features supported, 6

42 Index


—C—Command line

Listener, 16 Options, 14 Starting Athena zServer from, 14

Completeness attribute, 25 Configuring Athena zServer, 8 Copying a record from the Athena zMARC

search results, 38

—D—Domain name, obtaining, 5

—E—Extended phrase search, 40

—H—Hardware requirements, 5 Holdings parameters, Athena zMARC, 33

—I—IdleTime, 9 InitServer, 9 Installing Athena zServer, 6 IPNumber, 9

—M—Manual, about, 2 MARC record, copying with Athena

zMARC, 38 MaxRecordSize, 9

—N—Nonextended phrase search, 40

—O—Operating system, requirements, 5

—P—Port, 9 Position attribute, 25

—R—Relation attribute, 25 Remote Users’ Guide, 17

—S—Search results, Athena zMARC, 37 Searching

Athena zMARC Choosing collections, 31 Entering attributes, 36 Entering search terms, 35 Search results, 37 Setting holdings parameters, 33 Starting, 29 Viewing the search results, 37

Duplicating Athena search options, 26 Entering search terms, 25 Setting up the z39.50 searching program,

19 Specifying a search, 25 z39.50 attributes, 25

Setting up Athena zServer, 6 Setting up the z39.50 searching program, 19

Athena zMARC, 19 Shutting down Athena zServer, 11 Starting Athena zMARC

for cataloging, 29 for searching, 31

Starting Athena zServer, 13

Index 43


Starting Athena zServer from the command line, 14. See also Command line, Options; Command line, Listener

Structure attribute, 25 System Administrators’ Guide, 3

—T—Truncation attribute, 25

—U—Uninstalling Athena zServer, 8 Use attribute, 25

—W—Welcome, 1 Wildcard character, 28, 39

—Z—z39.50 attributes, 25

Entering from Athena zMARC, 36 z39.50 standard

And Athena zServer, 6 Bib-1 attribute set, 6 Features supported by Athena zServer, 6 Specification, 1

zmarcserver.ini, 8

Documents

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