Administrative Module Reference Guide

WorldCat Services Administrative Module Reference Guide

1 Introduction

• This guide is a planning tool
• Online help contains how-to information
• Address of the administrative module
• Getting started with the administrative module
• General information about the administrative module
• Information about features for customizing FirstSearch

2 Description of the administrative module

• Purpose of the administrative module
• Which FirstSearch account does the administrative module affect?
• Features of the administrative module
• When do administrative module changes take effect in FirstSearch?
• A printed record of your settings
• How to comment about the administrative module
• Recommended browsers

3 Navigate the administrative module

• Main menu of the administrative module
• Individual screens of the administrative module

4 Customize searching and library holdings

• Default Search Screen
• Maximum Number of Databases per Search
• Related Searches
• Low Search Notification
• My Library Limit
• My Library Limit: My Library
• My Library Limit: Default
• My Library Limit: Library Name
• My Library Limit: Library Symbol
• Group Union Catalogs
• Custom Library Groups
• Custom Library Groups
• Custom Library Group Limit
• Library Holdings Display
• Display All Libraries
• Display My Union List Data in FirstSearch
• Z39.50 Library Resources
• Z39.50 FirstSearch Gateway

5 Customize databases and full text

• Database Access
• Full-text delivery method
• Full-text password
• Custom topic areas
• Topic areas

6 Turn on and customize per-article purchase

• Access
• Enable Purchase
• Display the article price
• Set a maximum article price
• Select journals by price
• Request e-mail notices
• Plan your article purchase expenditures

7 Customize Interlibrary Loan for patrons

• OCLC ILLiad and ILL in FirstSearch
• ILL access
• Database ILL Settings
• WorldCat ILL Access
• ILL via E-mail
• E-mail addresses for ILL Requests
• Borrowing Library Information
• ILL via E-mail request that your library receives

8 Administer Staff ILL settings

• Staff ILL Authorizations
• Constant Data Options
• Constant Data Records
• Custom Holdings Groups
• Custom Holdings Paths
• Direct Request Profiles

9 Customize the Patron ILL request form

• Description of the Patron ILL request form feature
• Persistence
• Send name to OCLC ILL
• Display name to patron
• Library note to patrons
• Fields on the Patron ILL request form

10 Link your library, FirstSearch, and other web resources

• Logo image file
• Links to your library's catalog
• Catalog Search Entry URL
• ISBN Search Results URL
• ISSN Search Results URL
• Library Name in Link Text
• Online Booksellers and Information Partners
• Online Bookseller Links from WorldCat
• Share links to your library's catalog
• OpenURL Links
• Add OpenURL Server
• Select OpenURL Server
• Add OpenURL Icon File
• Add OpenURL Link Text
• Choose Databases
• Select Translation Service
• Outbound Linking
• NetLibrary Outbound Linking
• Infotrieve Outbound Linking
• CISTI Outbound Linking
• JSTOR Outbound Linking
• Your library's custom web links

11 Set up or change IP-address recognition access

• IP-Address Recognition
• Add IP Address
• Delete IP Address
• Add Authorization
• Delete Authorization
• Require Authorization in URLs

12 Customize passwords and timeouts

• FirstSearch service patron password
• FirstSearch service staff password
• WorldCat Services Administrative Module password
• FirstSearch statistics password
• Full-text password
• Session timeouts
• Full-text timeouts

13 FirstSearch per-article purchase

• Benefits of per-article purchase
• What users see for per-article purchase
• Availability of per-article purchase
• Cost of per-article purchase
• Databases offering per-article purchase
• Journals available through per-article purchase
• Publishers participating in per-article purchase
• Information about available journals
• Statistics for per-article purchase
• Direct article access and per-article purchase
• Turn on and customize per-article purchase
• Adding per-article purchase to your FirstSearch account

14 Information needed to set up IP-address recognition access to FirstSearch

• Discuss potential caching problems with your library's system administrator
• Identify the IP addresses that are permitted to access your FirstSearch account or accounts
• Identify the authorization number for each of your FirstSearch accounts
• Decide which authorization number will be your default authorization for IP-address recognition

15 Z39.50 Library Resources: overview and needed information

• How the FirstSearch Z39.50 Library Catalogs feature works
• Information needed to add a Z39.50 library catalog to FirstSearch

16 The order of features in the administrative module

• Home
• Authentication/Access
• Resource Sharing
• Linking
• Interface Display
• Collection Analysis (if applicable)
• WorldCat.org (if applicable)

17 Send patron comments to your library

• How it works
• Setup
• How it works in FirstSearch