AT1926~1

Athena Webserver Users’ Manual

Copyright Notice

Copyright © 1996-2003 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 and Athena Webserver are trademarks of Sagebrush Corporation.

Netscape Navigator and Enterprise Server are trademarks of Netscape Communications Corporation.

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

Other brands and products are trademarks of their respective holders.

Athena Webserver v4.1 Printed in the United States of America AWS411203kh

(continued on reverse)

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Contents

GETTING STARTED 1

Welcome 1

About this manual 2

SYSTEM ADMINISTRATORS’ GUIDE 3

About this chapter 3

What is a WWW server? 4

What does Athena Webserver do? 4

What your library needs 5

Recommended configuration 6

Installing Athena Webserver 7 Installing Webserver Manager 7 Installing Perl for Windows NT 9 Installing Athena Webserver on your WWW server 9

ii Contents


Configuring the system 12 Configuring your WWW server software 13

Microsoft Internet Information Server 3 13 Microsoft Internet Information Server 4 and 5 15 Netscape Enterprise Server 3.5.1 18

Testing Athena Webserver 20

Adding Athena Webserver to your home page 20 Providing patron information from your home page 20

Customizing Athena Webserver 21 Webserver Manager 22

Using Webserver Manager 23

Request Reserve/ILL 26 How it works 26

Patron requests 27 Librarian requests 29

Setting up Request Reserve/ILL 31 Providing information about your library 33 Configuring Requests 34 Registering ILL libraries 36 Exiting Reserve/ILL Setup 40

REMOTE USERS’ GUIDE 41

About this chapter 41

Basics 42

What remote users need 43

Connecting to your library from a remote site 43

Is Athena Webserver different from Athena? 44

Searching — an overview 45

Contents iii


Quick Search 46 Quick start 46 Quick Search — detailed instructions 46

Search terms 48 Performing a Quick Search 48

Advanced Search 54 Quick start 54 Advanced Search — detailed instructions 55

Entering search terms 57 Overriding default search behavior 58 Changing collections from Advanced Search 59 Extended phrase searching 59 Limiting a search term 59 Limiting a search to a specific format 62 Using multiple search terms 63 Performing the search 66

Visual Search 67 Quick start 67 Visual Search — detailed instructions 68

How it works 69

Viewing the search results 70 Navigating the Search Results Screen 71 Sorting the search results 72 See and See Also references 73 Viewing more information about a title 74

Other formats 76 Viewing information for other items 78 Browsing the shelves 78 Searching from the Full Description screen 79 Displaying copy information 80

MARC Download 81 Using MARC Download 81

iv Contents


Requesting reserves and interlibrary loans 84 Requesting items 84

Patron requests 84 Librarian requests 87

For the librarian 89

Accessing patron information 90 Renewing items 92

APPENDIX 93

Configuring Microsoft Internet Information Server 4 93 Setting the CreateCGIWithNewConsole parameter 93 Setting the CreateProcessAsUser parameter 94 Fixing the registry entry for Perl extensions 94

Configuring Microsoft Internet Information Server 5 96 Setting the CreateCGIWithNewConsole parameter 96 Setting the CreateProcessAsUser parameter 96 Fixing the registry entry for Perl extensions 97

Restricting access to MARC Download 99

Customizing links to Athena Webserver 100

INDEX 103


Chapter 1

Getting Started

In this chapter:

• Welcome • About this manual

Welcome Welcome to Athena Webserver! Now, with Athena Webserver’s help, patrons can search your library’s Athena collections over the Internet. It does not matter whether your patrons are at home, at work or vacationing on the other side of the world. As long as they have access to an Internet connection and a computer with a Web browser, Athena Webserver will put your library at their fingertips.

Both you and your patrons will benefit from Athena Webserver. Your patrons will appreciate the convenience of being able to search your library remotely. Since they do not need to physically visit your library to conduct a search, they can access your catalog even when the library is closed. This makes it easier for them to fit the library into their schedule and may even mean they use your library more.

2 Chapter 1 Getting Started About this manual


Patrons will still need to visit your library to consult with a librarian and to pick up materials, but they can do much of the preliminary work — searching — at home. When they do come to your library, they can go straight to the shelves and find the materials they need.

You will appreciate the way Athena Webserver takes the pressure off your existing searching stations. Many patrons will use their home computers, not your searching stations, to find materials. This will reduce the demand for your library’s searching stations — a real bonus in a busy library.

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 technician will need to install and configure Athena Webserver. It also provides information to help libraries with the Request Reserve/ILL add-on product set up their reserve and interlibrary loan request features.

The Remote Users’ Guide provides instructions to help your patrons connect to and search your library’s Athena collections. For those libraries with Request Reserve/ILL, this section also provides instructions for requesting reserves and interlibrary loans.


Chapter 2

System Administrators’ Guide

In this chapter:

• What is a WWW server? • What does Athena Webserver do? • What your library needs • Recommended configuration • Installing Athena Webserver • Configuring the system • Testing Athena Webserver • Adding Athena Webserver to your home page • Customizing Athena Webserver • Request Reserve/ILL

About this chapter In this chapter, you will learn how to install Athena Webserver. Before reading this chapter you should already have a working WWW (World Wide Web) server. If you do not have a working WWW server, have a qualified technician set one up before proceeding.

You will also learn how to customize Athena Webserver. Unlike installation, customization does not require special technical knowledge. This chapter also provides information to help libraries with the Request Reserve/ILL add-on product set up their reserve and interlibrary loan request features.

4 Chapter 2 System Administrators’ Guide What is a WWW server?


What is a WWW server? A WWW server is a computer that controls the flow of information between your library and the Internet. It has the ability to receive and send information over the Internet. In a library, the WWW server generally receives search requests and sends search results.

What does Athena Webserver do? Athena Webserver runs on your library’s WWW server, working both as an interpreter and as a search engine. It not only interprets the search requests that your WWW server receives from the Internet, but also performs the specified search. When the search is complete, Athena Webserver translates the search results into a form that the WWW server can send back over the Internet to your patrons.

This diagram shows the various steps involved in performing a search over the Internet.

Although there are lots of steps involved, neither you nor your patrons will need to worry about them. All your patrons need do is connect to your library, perform a search and then view the search results. Athena Webserver will worry about the rest.

Your LibraryRemote User

Internet

Search Request

Search Results

Web Browser WWW Server WebserverAthena

Collection

What your library needs Chapter 2 System Administrators’ Guide 5


What your library needs For optimum performance and security, we recommend that you use a dedicated computer for your WWW server. This computer should meet these requirements:

Processor and memory

Windows NT 4.0 Windows 2000 Server

Pentium 166 MHz 64 MB Ram

Pentium 300 MHz 256 MB RAM

Other

COMPONENT SPECIFICATION

Storage • 50 MB free hard drive space.

• CD-ROM drive.

Internet Connection

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

Additional Software

Netscape Enterprise Server 3.5 or higher or Microsoft Information Server v3.0 or higher (v4.0 or higher recommended).

Athena Collections

The WWW server must have access to your library’s Athena collections.

Domain Name Before you can make your collections available to patrons over the Internet, your library will need its own fully qualified domain name. This is the address that your patrons will use to find your library over the Internet.

To obtain a fully qualified domain name, contact InterNIC Registration Services at:

http://rs.internic.net

6 Chapter 2 System Administrators’ Guide Recommended configuration


Recommended configuration Although a single computer can be both a WWW server and a network server, we strongly recommend that you use a dedicated computer as your WWW server.

This diagram shows the recommended configuration.

Network Server(running Athena Multi-User)

LAN

Your LibraryRemote Users

InternetHigh Speed Internet

Connection

WWW Server(running Webserver)

AthenaCollection

Searching Station

Searching Station

Searching Station

Installing Athena Webserver Chapter 2 System Administrators’ Guide 7


Installing Athena Webserver There are three parts to installing Athena Webserver:

• Installing Webserver Manager and unlocking Athena Webserver.

• Installing Perl for Windows NT onto your WWW server.

• Installing the Athena Webserver files onto your WWW server.

Make sure that the installation is done by an experienced technician who is knowledgeable about your particular WWW server software.

Note: Before you proceed, you should already have a working WWW (World Wide Web) server. If you do not have a working WWW server, make sure that a qualified technician sets one up before installing Athena Webserver or any of its components.

Installing Webserver Manager Before you can use Athena Webserver, you must install Webserver Manager into the directory on your network server that contains your Athena collections. You will need this utility to install and customize Athena Webserver.

Note: Do not try to install this program from your WWW server. This computer does not have write access to the directory containing your Athena collections.

8 Chapter 2 System Administrators’ Guide Installing Athena Webserver


To install Webserver Manager:

1. Go to a computer that has write access to the directory containing your Athena collections (your network server or one of its full access workstations).

2. Insert the Athena Webserver disc into the CD-ROM drive.

3. The Athena Webserver disc contains the file setup.exe. Start this program. When asked to choose the program to install, click the INSTALL WEBSERVER MANAGER option.

4. Click NEXT. Then follow the instructions that appear on

your screen. When the setup program has finished, a utility called Product Manager will start so that you can unlock Athena Webserver.

To unlock Athena Webserver:

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

2. Click UNLOCK. You will see a dialog box stating that the products have been installed.

3. Click OK.

4. Exit Product Manager by clicking the EXIT tab. Webserver Manager will now launch automatically.

5. From the Webserver Manager screen, click SAVE. Then click the EXIT tab.

Tip You can use Webserver Manager to customize Athena Webserver. For more information, see Customizing Athena Webserver starting on page 21.

Install Webserver Manager option



Installing Perl for Windows NT To install Perl for Windows NT onto your WWW server:

1. Visit the Active State Web site (http://www.activestate.com/Products/ActivePerl) and download the latest version of ActivePerl.

2. Follow the instructions provided on the Active State Web site to install Perl onto your WWW server.

Installing Athena Webserver on your WWW server When you install Athena Webserver, you will need to supply the Setup program with the information it needs about your particular installation. The table on page 10 will help you collect the necessary information. Fill out the table so that you can refer to it during the installation.

10 Chapter 2 System Administrators’ Guide Installing Athena Webserver


REQUIRED INFORMATION RECOMMENDED YOUR LIBRARY

The complete path for the directory you want used as the Athena Webserver parent directory. Note: the path must not include spaces.

C:\athweb

The complete path for the directory you want used to store Athena Webserver’s program files.

*C:\athweb\cgi

The complete path for the directory you want used to store Athena Webserver’s Visual Search graphics files.

*C:\athweb\visual

The complete path for the directory you want used to store Athena Webserver’s standard graphics files.

*C:\athweb\gs

The complete path for the directory containing your Athena collections.

Note: if the directory is not on the WWW server, use a UNC path name (for example, \\Fileserver\Athena\). Note: make sure the path name ends in a backslash.

The URL for your library’s home page (optional).

If you want to provide remote users with access to your library’s home page from the search screens, you must provide Athena Webserver with the URL of the home page.

Your Webmaster’s e-mail address.

* Athena Webserver will create this subdirectory for you during installation.



Once you have filled out the table, you can install Athena Webserver onto your WWW server.

To install Athena Webserver:

1. Insert the Athena Webserver disc into your WWW server’s CD-ROM drive.

2. The Athena Webserver CD-ROM contains the file setup.exe. Start this program. When asked to choose the program to install, click the INSTALL WEBSERVER option.

3. Click NEXT. Then follow the instructions that appear on your screen.

Note: If, after installation, you change the Athena Webserver parent directory or any of the other information listed on page 10, simply reinstall Athena Webserver. Reinstallation is safe and will not result in any data loss.

Install Webserver option

12 Chapter 2 System Administrators’ Guide Configuring the system


Configuring the system Although the configuration process will vary depending on your WWW server software, the basic requirements are the same. Here is a general description of the configuration process. For more detailed information, see Configuring your WWW server software starting on page 13.

1. Using your WWW server software, create an alias named /athweb pointing to the Athena Webserver parent directory. This directory should have read only access.

2. Using your WWW server software, create an alias named /athcgi pointing to the Athena Webserver program files. This directory should have execute only access.

You should also:

1. From the User Manager, create an account for anonymous client requests. (Note: if Microsoft Internet Information Server has been installed, this account will already exist. However, you will need to assign this account a new password.)

2. Using NT Explorer, provide this new account with:

• Full access to the Athena Webserver program directory.

• Full access to the Athena Webserver Visual Search graphics directory.

• Read access to the standard graphics directory.

• Read access to the Athena collection directory. If you plan to enable Patron Placed Renewals, you must also assign write access to the following files located within this directory: circ.cir, circi.cir, stat.cir, stati.cir, statcro.cir, statcroi.cir patron.cir, and patroni.cir.

3. Assign this account to the WWW server.

Configuring the system Chapter 2 System Administrators’ Guide 13


Configuring your WWW server software The method you use for configuring will depend on your WWW server software. Here are instructions for two of the more popular WWW servers, Microsoft Internet Information Server and Netscape Enterprise Server. Read the section that applies to your system.

Note: You should ensure that the WWW server has access to your Athena collections. For instructions, consult the documentation that came with your WWW server software. Also, consult the WWW server documentation regarding security setup.

Microsoft Internet Information Server 3 Here are some instructions to help you configure Microsoft Internet Information Server 3.

To create the necessary aliases:

1. Open the Internet Service Manager and choose WWW SERVICE PROPERTIES.

2. Select the DIRECTORIES property sheet and set up an alias called /athweb/ pointing to the Athena Webserver parent directory. (If you do not remember which directory is the Athena Webserver parent directory, consult the table on page 10.) Make sure that this alias is: • Assigned the read property. • Not assigned the execute property.

3. Set up another alias called /athcgi/ pointing to the directory containing your Athena Webserver program files. (If you do not remember which directory contains your Athena Webserver program files, consult the table on page 10.) Make sure that this alias is: • Not assigned the read property. • Assigned the execute property.



To set up an account for anonymous client requests:

You do not actually need to create a new account. This account will have been created automatically when you installed Microsoft Internet Information Server. However, you should assign the account a new password.

1. Start the User Manager. Notice that there is an account IUSR_computername. Assign this account a new password.

2. Start NT Explorer and assign this account:





3. Open the Internet Service Manager and choose WWW SERVICE PROPERTIES.

4. Select the SERVICE property sheet. Then enter the password from step 1 into the Anonymous Logon Password box.

5. Reboot the WWW server.



Microsoft Internet Information Server 4 and 5 Here are some general instructions to help you configure Microsoft Internet Information Server 4 and 5. Please note that the procedure may vary slightly depending on whether you are using Windows 2000 or Windows NT.

To create the required virtual directories (aliases):

1. Start the INTERNET SERVICES MANAGER.

2. Right-click the Web site in which you plan to install Athena Webserver. You will see a shortcut menu.

3. Point to NEW. Then click VIRTUAL DIRECTORY. This will launch a wizard to help you create the virtual directory.

4. Follow the instructions on the screen. Name the new virtual directory athweb. When asked to enter a physical path, type the name of the Athena Webserver parent directory. (If you do not remember which directory is the parent directory, consult the table on page 10.) When asked to choose access permissions, provide Read access.

Right-click the web site where you plan to install Athena Webserver.



5. Now create a second virtual directory called athcgi. When asked to enter a physical path, type the name of the directory containing your Athena Webserver program files. (If you do not remember which directory contains your Athena Webserver program files, consult the table on page 10.) When asked to choose access permissions, provide Execute access.

Note: After following these instructions, you will need to set the CreateCGIWithNewConsole parameter. You will also need to verify that the executable path value for Perl extensions is correct. For instructions, refer to the Appendix on page 93.


You do not actually need to create a new account. This account will have been created automatically when you installed Microsoft Internet Information Server. However, you should assign the account a new password.

1. Notice that there is an account IUSR_computername. Assign this account a new password.

2. Start Windows Explorer and assign this account:



• Read and Execute access to the standard graphics directory.

• Read and Execute access to the Athena collection directory. If you plan to enable Patron Placed Renewals, you must also assign Write access to the following files located within this directory: circ.cir, circi.cir, stat.cir, stati.cir, statcro.cir, statcroi.cir patron.cir, and patroni.cir.



3. Start INTERNET SERVICES MANAGER.

4. Right-click the Web site containing Athena Webserver. You will see a shortcut menu.

5. Click PROPERTIES to display the Properties dialog box for this Web site. Then click the DIRECTORY SECURITY tab.

6. Under Anonymous Access and Authentication Control, click EDIT. You will see the Authentication Methods dialog box.

7. Select Anonymous access, and then click EDIT. You will see the Anonymous User Account dialog box.

8. Enter the password from step 1 of this procedure into the Password box.

9. Save your changes. Then reboot the WWW server.



Netscape Enterprise Server 3.5.1 These instructions will help you configure Enterprise Server.

To create the necessary aliases:

1. Start the Administer Netscape Servers program and select the WWW server that you will use with Athena Webserver.

2. Choose the CONTENT MANAGEMENT functions. Then choose the ADDITIONAL DOCUMENT DIRECTORIES option.

3. Add a new URL prefix. Call it /athweb/ and map it to the Athena Webserver parent directory. Remember to include trailing backslashes when you enter the name of the Athena Webserver parent directory. (If you do not remember which directory is the parent directory, consult the table on page 10.)

4. Now go to the PROGRAMS functions and choose the SHELLCGI DIRECTORY option.

5. Add a new URL prefix. Call it /athcgi/ and map it to the directory containing your Athena Webserver program files. (If you do not remember which directory contains your Athena Webserver program files, consult the table on page 10.)




1. Start the User Manager and create a new user account.

2. From the User Manager, open the Policies menu and choose USER RIGHTS. You will see the User Rights Policy dialog box. Select the Show advanced user rights check box. Then select LOG ON AS A SERVICE from the Rights list. Finally, click ADD and finish adding this new user account.

3. Assign the new account a password.

4. Start NT Explorer and assign this account:





5. From the NT Control Panel, select the SERVICES item and choose ENTERPRISE SERVER from the list.

6. Open the Startup window. Then enter the user account that you created in step 1 into the This Account box. Make sure that you also enter the account’s password.

20 Chapter 2 System Administrators’ Guide Testing Athena Webserver


Testing Athena Webserver After you have configured the system, use your Web browser to view the default Athena Webserver search screen. (Its URL is http://[x]/athcgi/athweb.pl where [x] is the address of your WWW server.) When Athena Webserver starts, perform some test searches and view the search results to make sure that everything is working properly.

Adding Athena Webserver to your home page If your library has a home page, you will probably want to provide access to Athena Webserver via this home page. The URL for the default Athena Webserver search screen is: http://[x]/athcgi/athweb.pl where [x] is the address of your WWW server. Use your Web authoring program to provide a link to this screen.

Tip You can customize the URL that you use to start Athena Webserver so that searches are limited to a particular collection or location. For instructions, see Customizing links to Athena Webserver on page 100.

Providing patron information from your home page You can also allow patrons to access their personal information from your home page. This allows patrons to view information about their fine balances, items on loan, items on reserve, etc. without accessing Athena Webserver’s searching features.

The URL for the Athena Webserver access patron information feature is: http://[x]/athcgi/athpatinfo.pl where [x] is the address of your WWW server. To provide access to patron information, simply use your Web authoring program to provide a link to this URL.

For more information about accessing patron information, see Accessing patron information starting on page 90.

Customizing Athena Webserver Chapter 2 System Administrators’ Guide 21


Customizing Athena Webserver Once Athena Webserver has been installed, you can customize it so that it meets the needs of your library. You can:

• Specify the number of titles per page of search results.

• Specify the retention period for temporary files.

• Specify whether Athena Webserver should display the circulation status of items in the search results.

• Enable or disable Visual Search.

• Choose the default search screen for Athena Webserver.

• Enable or disable MARC Download. (This applies only to those libraries that have purchased MARC Download.)

• Disable specific Athena collections so that they cannot be searched from Athena Webserver.

• Enable or disable the Access Patron Information from Search feature.

• Enable or disable Patron Placed Renewals.

• Enable and configure the Request Reserve and Interlibrary Loan feature.

22 Chapter 2 System Administrators’ Guide Customizing Athena Webserver


Webserver Manager Athena Webserver comes with a utility called Webserver Manager that enables you to customize Athena Webserver for your library. Webserver Manager is easy to use and does not require special technical knowledge.

To start Webserver Manager:

1. On the taskbar, click START .

2. Click PROGRAMS.

3. Point to the Athena folder.

4. Click WEBSERVER MANAGER. You will see a dialog box asking you to enter a password.

5. Type your library’s master password. Then click OK. You will see the Webserver Manager screen.



Using Webserver Manager The Webserver Manager screen contains pieces of information, called parameters, that tell Athena Webserver how you want it to operate. You customize Athena Webserver by changing these parameters.

General circulation parameters:

ITEM DESCRIPTION

Titles in Search Results

This is the maximum number of titles that Athena Webserver will display on a single page of search results.

Retention period for temporary files (in hours)

Athena Webserver stores search results as temporary files on the server. This item tells Athena Webserver how long it should allow these files to remain on the server before deleting them.

Allow MARC Download

This tells Athena Webserver whether it should enable the MARC Download feature. Note: if you have not purchased MARC Download, this item will be unavailable.

Retention period for MARC Download files (in days)

MARC Download creates temporary files that it uses to transfer selected MARC records to remote users. This item tells Athena Webserver how long it should allow these files to remain on the server before deleting them. Note: if the patron has not downloaded the MARC records before the temporary file is deleted, the records will need to be reselected before downloading.

24 Chapter 2 System Administrators’ Guide Customizing Athena Webserver


ITEM DESCRIPTION

Allow Visual Search

This tells Athena Webserver whether it should enable Visual Search.

Default Search Screen

This tells Athena Webserver which screen to use as the default search screen.

Collections allowed to be searched

Webserver Manager will list the collections in your library. If you do not want a collection available to remote users, clear its check box. Note: by default, all collections available to Athena searching stations are available to remote users.

Circulation parameters:

ITEM DESCRIPTION

Display Circulation Status

This tells Athena Webserver whether it should display the circulation status for items on the Search Results, Full Description, and Copy Information screens.

Access Patron Information from Searching

This tells Athena Webserver whether it should allow patrons to access their personal information from the search screens.

Allow Patron Placed Renewals

This tells Athena Webserver whether or not to allow patrons to renew items currently on loan.

To set the general parameters:

1. If you have not already done so, start Webserver Manager.

2. Change the items on the Webserver Manager screen so that they reflect the needs of your library.

3. Click SAVE.



To set the circulation parameters:

1. From the Webserver Manager screen, click the CIRCULATION tab. You will see this screen:

2. Enter the appropriate information on the screen.

3. Click SAVE.

4. Return to the Webserver Manager screen by clicking the WEBSERVER MANAGER tab.

When you have finished, exit Webserver Manager.

To exit Webserver Manager:

♦ Click the EXIT tab.

26 Chapter 2 System Administrators’ Guide Request Reserve/ILL


Request Reserve/ILL Request Reserve/ILL allows patrons to request reserves on items in their home library. It also allows both patrons and librarians to request interlibrary loans from other libraries.

Before you can configure these features, you need to understand how the reserve and interlibrary requests work.

Note: There are two different ways to setup Athena Webserver for interlibrary loans.

• Method 1. Each participating library installs its own Athena Webserver. With this system, each library makes its own collections available over the Internet. Patrons and librarians search the library of their choice and request items from this library.

• Method 2. The holdings from all participating libraries can be combined in a union catalog and this catalog can be made available on a single Athena Webserver installation. Patrons and librarians search the union catalog, rather than collections at specific libraries.

How it works Patrons and librarians can use Athena Webserver to search the Athena collections of their home library, those of other participating libraries or a union catalog. When they find an item of interest, they use the Request Reserve/ILL features to request the item.

There are two types of requests, librarian requests and patron requests. As you would expect, librarian requests are requests made by the librarian, patron requests are requests made by patrons.

Request Reserve/ILL Chapter 2 System Administrators’ Guide 27


Patron requests When a patron requests an item, Athena Webserver sends an email to the patron’s home library so that a librarian there can either reserve the item or request an interlibrary loan on the patron’s behalf.

Examples -- patron requests Example 1: patron requests a reserve from his home library

The following diagram illustrates what happens when a patron uses Athena Webserver to request a reserve on an item from his home library.

First, the patron connects to Athena Webserver and searches the Athena collections of his home library. When he finds an item of interest, he requests a reserve. Athena Webserver then sends an email message to the home library, so that a librarian there can place the reserve on his behalf.

Searches Webserver ofLibrary A

Library A

emai

l Mes

sage

Patron Belongs to



Example 2: patron requests an interlibrary loan

The following diagram illustrates what happens when a patron uses Athena Webserver to request an item from a library other than his home library.

First, the patron connects to the other library’s Athena Webserver and performs a search. When he finds an item of interest, he requests an interlibrary loan. Athena Webserver then sends an email message to the patron’s home library, so that a librarian there can place an interlibrary loan on the patron’s behalf.

PatronBelongs to

Search

es

Webserver ofLibrary B

Library A

Library B

emai

l Mes

sage



Example 3: patron requests an item from a union catalog

The following diagram illustrates what happens when a patron uses Athena Webserver to request an item from a union catalog.

First, the patron connects to the union catalog’s Athena Webserver and performs a search. When the patron finds an item of interest, he requests it. Athena Webserver then sends an email message to the patron’s home library, so that a librarian there can place the reserve or interlibrary loan on the patron’s behalf.

Librarian requests When a librarian requests an item, Athena Webserver sends an email message to the lending library. The message includes the name of the requesting librarian, the item requested, and the name of the borrowing library. The lending library can then make whatever arrangements necessary to provide the requested materials to the borrowing library.

Patron

Searches

Webserver ofUnion Catalog

Library A

emai

l Mes

sage

Union catalog

Belongs to



Examples: librarian procedures Reserve requests:

When a library receives email from Athena Webserver about a reserve request, a librarian there uses Athena to reserve the requested item for the patron.

Interlibrary loan requests:

When a library receives an interlibrary loan request from Athena Webserver, a librarian there (at the borrowing library) must request the item from the lending library. This is done by placing a librarian request. The following diagram illustrates what happens during a librarian request.

The librarian at the borrowing library connects to the lending library’s Athena Webserver and places a request for the item. Athena Webserver then sends an email message to the lending library, so that someone there can make arrangements to ship the item to the borrowing library.

Librarian Works at

Search

es

Webserver ofLibrary B

Library A

Library B

emai

l Mes

sage

(lending library)

(borrowing library)



Setting up Request Reserve/ILL Before you can offer reserve and interlibrary loan requests, you need to set up the Request Reserve/ILL feature. This includes:

• Supplying information about your library or, in the case of a union catalog, the library maintaining the union catalog.

• Configuring requests. This process allows you to enable and disable various request types.

• Registering ILL libraries. Before Athena Webserver can allow patrons from other libraries to request materials from your library, their libraries must be registered on your system. Among other things, registration involves providing email addresses for patron and librarian requests. Note: if your Athena Webserver installation is providing catalog information for only your library, you also need to register your library. This step is not necessary for installations hosting only a union catalog.

You setup the Request Reserve/ILLs feature from Webserver Manager’s Reserve/ILL Setup.



To start Reserve/ILL Setup:

1. On the taskbar, click START .

2. Click PROGRAMS and point to the Athena folder.

3. Click WEBSERVER MANAGER. You will see a dialog box asking you to enter a password.

4. Type your library’s master password. Then click OK. You will see the Webserver Manager screen.

5. Click the RESERVE/ILL SETUP tab. You will see the Reserve/ILL Setup screen.



Providing information about your library You use the Reserve/ILL Setup screen to provide the following information about your library:

ITEM DESCRIPTION

Host library name

Enter the name of your library. If you are using Athena Webserver to host a union catalog rather than the collections of a specific library, enter the name of the union catalog instead of a library name.

Host library email address

When Athena Webserver sends a Reserve/ILL email message, it will use the Host Library email address as the return address. If an email message is undeliverable, it will be returned to this address.

Wording to be used when asking patrons to identify their library

When requesting an interlibrary loan from your library, patrons from participating libraries will be asked to indicate their home library. You can change the wording of this message so that it is appropriate to your library environment. For example, in a school library district, the message Choose your school might be most appropriate. In a public library system, the message Choose a library for picking up the materials, might be more appropriate.

SMTP server name

Enter your library’s SMTP server.

Collections allowed to be requested

Choose the collections for which reserves and interlibrary loans will be allowed.



To provide information about your library:

1. If you have not already done so, start Reserve/ILL Setup. For instructions, see page 32.

2. Enter the necessary information in the appropriate places on the Reserve/ILL Setup screen.

3. Click SAVE.

Configuring Requests You must configure the Request Reserve/ILL features so that they meet the exact needs of your library.

You should:

• Indicate whether you are using this Athena Webserver installation to host a union catalog (catalog information from more than one library) or if you are using it to host only your library’s Athena collections.

• Specify the Request Reserve/ILL features that you want to provide.



To configure requests:


2. Click the CONFIGURE REQUESTS tab. You will see the Configure Reserve/ILL Requests screen.

3. Indicate whether or not you are making catalog information from more than one library available from this Athena Webserver installation. Note: before you can choose YES, you must have already registered at least one library. For instructions, see Registering ILL libraries starting on page 36.

4. Indicate the types of requests that you want enabled.

5. Click SAVE.

6. Return to the Reserve/ILL Setup screen by clicking DONE.



Registering ILL libraries This process provides your Athena Webserver with the information it needs about the home libraries of the patrons who may be requesting items. Among other things, you must enter email addresses of these libraries so that Athena Webserver can send them requests.

Note: You must also register your library. This is because when a patron from your library uses Athena Webserver to request a reserve, Athena Webserver must send an email message to your library. For a more detailed explanation about this and other Athena Webserver email messages see How it works starting on page 26.

When you register a library, you provide the following information:

ITEM DESCRIPTION

Library name Enter the name of the library. This information is required. Note: when registering your own library, the Library Name must be identical to the Host Name that you entered on the Reserve/ILL Setup screen. (See Providing information about your library on page 33.)

Email address for patron requests

Enter the email address to which Athena Webserver should direct patron requests. This information is required.

Email address for librarian requests

Enter the email address to which Athena Webserver should direct librarian requests. This information is required.

Contact person Enter the name of the contact person at this library. This information is optional.

Notes Enter any notes that you feel useful. This information is optional.



ITEM DESCRIPTION

Library staff Enter the names and ID numbers of the library staff who are allowed to make librarian requests. You must enter at least one staff member.

Address and phone information

Enter the library’s address and phone information. This information is optional.

To register a new library:


2. Click the ILL LIBRARIES tab. You will see the ILL Libraries screen. It lists all of the currently registered libraries.



3. Click NEW. You will see the General Information screen.

4. Enter the library’s general information in the appropriate places on the screen. When you have finished, click SAVE.

5. To enter address information, click the ADDRESS tab. Then enter the information in the appropriate places on the screen. When you have finished, click SAVE.

6. Click DONE to return to the ILL Libraries screen.



To change information for a registered library.


2. Click the ILL LIBRARIES tab. You will see ILL Libraries screen. It shows all of the currently registered libraries.

3. Click the desired library. Then click CHANGE. You will see the general information for this library.

4. Make the necessary changes. When you have finished, click SAVE.

5. Click DONE.

Tip If you have finished setting up the Reserve/ILL requests feature, click DONE to exit the ILL Libraries screen. Click DONE again to exit Reserve/ILL Setup. Then click the EXIT tab to exit Webserver Manager.



To remove a registered library:


2. Click the ILL LIBRARIES tab. You will see ILL Libraries screen. It shows all of the currently registered libraries.

3. Click the library that you want to remove.

4. Click DELETE. You will see a message asking if you are sure that you want to delete the library.

5. Click YES.

To return to the Reserve/ILL Setup screen:

♦ From the ILL Libraries screen, click DONE.

Exiting Reserve/ILL Setup When you have finished setting up the Reserve/ILL Setup feature, exit Reserve/ILL Setup.

To exit Reserve/ILL Setup:

1. From the Reserve/ILL Setup screen, click DONE. You will see the Webserver Manager screen.

2. Click the EXIT tab.


Chapter 3

Remote Users’ Guide

In this chapter:

• Basics • What remote users need • Connecting to your library from a remote site • Is Athena Webserver different from Athena? • Searching — an overview • Quick Search • Advanced Search • Visual Search • Viewing the search results • MARC Download • Requesting reserves and interlibrary loans • Accessing patron information

About this chapter In this chapter, you will learn how to connect to the library and search its collections via the Internet. For those libraries with the MARC Download and Request Reserve/ILL add-ons, this chapter also explains how to download MARC records and place requests for reserves and interlibrary loans.

The examples and explanations in this chapter assume that Athena Webserver is already up and running on your library’s WWW server.

42 Chapter 3 Remote Users’ Guide Basics


Basics Although you do not need to know much about the Internet to connect to your library’s Athena collections, you do need to understand a few basic concepts.

What is a URL? URL is the acronym for Uniform Resource Locator. Think of a URL as an address that you can use to refer to a specific site on the Internet. Each site, including your library, has its own unique URL. For example, the URL for the Web site Presidents of the United States is: http://www.whitehouse.gov/WH/glimpse/presidents/html/ presidents.html

What is a Web browser? A Web browser is a software program that allows you to access information on the Internet. You can access a specific location, such as your library’s home page, by providing the browser with the site’s URL.

What is a remote user? Remote users are any patrons connected to your library via the Internet. Since remote users are not physically in the library, they are considered to be connected to the library from a remote site. The remote site might be an office, a home, or even a hotel on the other side of the world.

What remote users need Chapter 3 Remote Users’ Guide 43


What remote users need If you are already using the Internet, you probably have everything you need to search your library’s Athena collections from a remote site. The only requirements are:

• A computer with an Internet connection (14,400 bits per second or better). It does not matter what operating system this computer uses.

• Netscape Navigator 3 (or later) or Microsoft Internet Explorer 3 (or later). Note: Netscape Navigator 4 is recommended.

Connecting to your library from a remote site Here are some general instructions for connecting to your library from a remote site.

♦ Connect to the Internet. For instructions, contact your Internet provider.

Start your Web browser and specify the library’s URL. If you need help, refer to the documentation that came with your Web browser. Once you have connected to the library, you will see either the Quick Search, the Advanced Search or the Visual Search screen, depending on which your library has set as the default.

44 Chapter 3 Remote Users’ Guide Is Athena Webserver different from Athena?


Is Athena Webserver different from Athena? Athena Webserver and Athena are very similar. If you know how to search with Athena, you already know how to search with Athena Webserver. Nevertheless, Athena Webserver is subject to technical restrictions that are unique to the Internet. This means you will notice some slight differences between Athena and Athena Webserver. Fortunately, these differences are superficial. The main concepts are the same and, like Athena, Athena Webserver’s screens are very intuitive. You will usually know what to do just by looking at the screen.

Here are the main differences between Athena and Athena Webserver:

Buttons As with Athena, you click various buttons to tell Athena Webserver what you want done. You will notice that the buttons on Athena Webserver screens sometimes look quite different from those on Athena screens. Buttons on Athena Webserver’s screens often appear two-dimensional and their icons may be different. However, buttons are always labeled, so you can quickly tell what a particular button does.

You will also notice that the buttons on Athena Webserver screens are sometimes in different places than equivalent buttons on Athena’s screens.

Tabs Unlike Athena, Athena Webserver does not use tabs. Instead, you will see buttons positioned near the top of the screen. These buttons correspond to, and function like, the tabs on Athena’s screens. As with tabs, each button is linked to a specific function. To start a function, click its button.

PREVIOUS button

GO BACK button

Searching — an overview Chapter 3 Remote Users’ Guide 45


Viewing full descriptions To display a title’s full description, click its icon or the title itself.

Returning to the search results After you display a title’s full description, you may want to return to the search results. The best way to do this is to click Athena Webserver’s GO BACK button.

SelectSearch Athena Webserver does not have a SelectSearch feature.

Printing Although Athena Webserver does not have a printing feature, your Web browser probably does. Use it to print search results, full descriptions, and MARC descriptions.

For more information about printing, refer to the documentation that came with your Web browser.

Searching — an overview Athena Webserver provides you with three different ways to find the materials you need:

• Quick Search. Use this method when you want to search for an author, a title, or a subject. You can also use Quick Search to perform general, all-category searches.

• Advanced Search. Use this method when you want to fine-tune your searches. You can limit a search to any type of catalog information — publisher, call number, publication date or anything else. You can also perform AND, OR, and NOT searches.

• Visual Search. Use this method to perform predefined searches. Click a category, say Award Winning Books, and Athena Webserver will list all the items that fall into this category. Since each category is usually assigned a descriptive picture, you can search using visual cues rather than search terms. Note: visual search can be disabled. For instructions, see Using Webserver Manager starting on page 23.

46 Chapter 3 Remote Users’ Guide Quick Search


Quick Search Quick Search provides easy access to your library’s collections. You can use it to perform author, title, subject, and all-category searches.

Quick start 1. If Quick Search is your default search method, you will see

the Quick Search screen when you start Athena Webserver. —or— If Quick Search is not your default search method, you will see one of the other search screens. Click QUICK SEARCH. You will see the Quick Search screen.

2. Type the word or phrase that you want to use as a search term. Then click SEARCH.

Quick Search — detailed instructions To start Quick Search:

♦ If Quick Search is your default search method, you will see the Quick Search screen when you start Athena Webserver. —or— If Quick Search is not your default search method, you will see one of the other search screens. Click QUICK SEARCH. You will see the Quick Search screen.

Quick Search Chapter 3 Remote Users’ Guide 47


BUTTON DESCRIPTION

CHANGE

COLLECTION Click CHANGE COLLECTION to change the active collection.

HOME If your library specified a home page when it set up Athena Webserver, click HOME to view this page. The HOME button will appear only if Quick Search is your library’s default search method.

ADVANCED

SEARCH Click ADVANCED SEARCH to perform an Advanced Search.

VISUAL SEARCH Click VISUAL SEARCH to perform a Visual Search.

SEARCH Enter a search term. Then click SEARCH to perform a broad all-category search. Athena Webserver will locate all items related to this search term.

AUTHOR Enter an author’s entire name or the first part of the surname. Then click AUTHOR to locate any items written by someone with this name.

TITLE Enter an entire title, the first part of a title, any word or partial word in a title. Then click TITLE to locate any items with this search term in the title.



BUTTON DESCRIPTION

SUBJECT Enter a subject. Then click SUBJECT to locate any items with this search term in the subject.

READING PRG Enter any valid search term. Then click READING

PRG to further limit the search to a particular reading level and reading program point value. Note: if this button does not appear on the Quick Search screen, your library has not configured Athena for reading program searches.

Search terms A search term is a word or phrase, or part of a word or phrase, that you use to tell Athena Webserver what to search for. It can be an author’s name, a complete or partial title, a subject, a publisher, or any other piece of information in Athena’s bibliographic or copy information. In general, a search term must be two or more characters long.

Performing a Quick Search To perform an all-category search:

1. Type a search term in the box at the top of the screen.

2. Click SEARCH.



To perform a reading program search:


2. Click READING PRG. You will see the Reading Program Search dialog box. Note: if the READING PRG button does not appear on the screen, your library has not configured Athena for reading program searches.

3. Enter the desired reading and point levels. Then click SEARCH.

To perform an Author, Title, or Subject search:


2. Depending on the type of search you wish to perform, click AUTHOR, TITLE, or SUBJECT .

Tip When performing reading program, author, title, or subject searches, you can search on a range. Just enter the starting value for the range followed by two periods (..) and then the last value in the range. For example, the search term wha..will tells Athena Webserver to look all items that fall within the range wha to will. Note: you cannot use the range searching feature in conjunction with the - - (AND) or | (OR) operators.

To return to the Quick Search screen:

♦ Click GO BACK.

Tip To limit a search to something other than author, title or subject, use the Advanced Search feature. For more information, see Advanced Search starting on page 54.



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

With an exact search, Athena Webserver 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.

Which type of search does Athena Webserver use? This depends on how your library has set the Default Search Behavior parameter from within Athena. If it is set to exact, Athena Webserver will perform exact searches. If it is set to truncated, Athena Webserver will perform truncated searches. For more information about setting the Default Search Behavior parameter, see your Athena Users’ Manual.

Can I temporarily request a different search type? Yes. If your Default Search Behavior parameter is set to truncated, you can still specify an exact search. Similarly, if the parameter is set to exact, you can still specify a truncated search.

To specify an exact search when the Default Search Behavior is set to truncated:

♦ Add a period (.) to the end of your search term.

Examples:

TO SPECIFY AN EXACT SEARCH ON:

TYPE:

cat CAT.

new NEW.

compute COMPUTE.



To specify a truncated search when the Default Search Behavior is set to exact:

♦ Add an asterisk (*) to the end of the search term.

Examples:

TO SPECIFY AN EXACT SEARCH ON:

TYPE:

cat CAT*

new NEW*

compute COMPUTE*

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

• Extended phrase search. Athena Webserver 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 Webserver 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 Webserver interprets the entire phrase as a single search term. This means that word order within the search term is important. Furthermore, before Athena Webserver 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 Webserver 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 Webserver will not find embedded phrases. In other words, before Athena Webserver 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 Webserver uses depends on how the Extended Phrase Searching parameter is set from within Athena.

• If the Extended Phrase Searching parameter is set to Never, Athena Webserver will perform only nonextended phrase searching.

• If the Extended Phrase Searching parameter is set to Always, Athena Webserver will perform only extended phrase searching.

• If the Extended Phrase Searching parameter is set to Automatic, Athena Webserver will first perform a nonextended phrase search. If it does not find any matches, it will perform an extended phrase search.

For information about setting the Extended Phrase Searching parameter, see your Athena Users’ Manual.



Changing collections Most libraries are organized into distinct groups of materials called collections. The collection that Athena Webserver is working with at any one time is called the active collection. The name of the active collection is always displayed at the top of the screen.

Note: Athena Webserver searches only the active collection. To find relevant items in another collection, you must run two searches, one for each collection.

To change the active collection:

1. From the Quick Search, Advanced Search or Visual Search screen, click CHANGE COLLECTION. Athena Webserver will display a list of collections.

2. Click the option corresponding to the collection that you want to make active.

3. Click SELECT.

54 Chapter 3 Remote Users’ Guide Advanced Search


Advanced Search Use Advanced Search to:

• Limit a search to something other than author, title, or subject.

• Specify a search using more than one search term.

• Access an index of valid search terms.

• Override Athena’s default format limit.

Quick start 1. If Advanced Search is your default search method, you will

see the Advanced Search screen when you start Athena Webserver. —or— If Advanced Search is not your default search method, you will see one of the other search screens. Click ADVANCED SEARCH.

2. Enter your search terms. To limit a search term to a particular type of information, open the list to the far right of the search term and choose a limit category.

3. If you are using more than one search term, indicate the relationship between the terms by choosing AND, OR, or NOT from the lists between the search term boxes.

4. Click SEARCH.

Advanced Search Chapter 3 Remote Users’ Guide 55


Advanced Search — detailed instructions To start Advanced Search:

♦ If Advanced Search is your default search method, you will see the Advanced Search screen when you start Athena Webserver. —or— If Advanced Search is not your default search method, you will see one of the other search screens. Click ADVANCED SEARCH. You will see the Advanced Search screen.



BUTTON DESCRIPTION

CHANGE

COLLECTION Click CHANGE COLLECTION to search a collection other than the active collection.

HOME Click HOME to go to your library’s home page. Note: before this button will work, your library must have specified a home page when it set up Athena Webserver. Also, this button will appear only if the Advanced Search screen is your library’s default search screen.

QUICK SEARCH Click QUICK SEARCH to perform a Quick Search. VISUAL SEARCH Click VISUAL SEARCH to perform a Visual Search. SEARCH After you have told Athena Webserver what to

search for, click SEARCH to perform the search.

CALL NUMBER To search for a particular call number, enter the entire call number or the first part of the call number in the first box and click CALL NUMBER . Make sure that you enter any leading zeros and embedded spaces. For example, enter 031 instead of 31.

BAR CODE # To search for a particular barcode number, enter the number in the first box and click BAR CODE #.

READING PRG. After you have entered your search terms, limits, and Boolean operators, click READING PRG to further limit the search to a particular reading level and reading program point value. Note: if this button does not appear on the Advanced Search screen, your library has not configured Athena for reading program searches.



Entering search terms Searching with Advanced Search is similar to searching with Quick Search. You enter search terms and Athena Webserver searches for items that match these terms.

Tip You can specify a search term range. Just enter the starting value for the range followed by two periods (..) and then the last value in the range. When performing this type of search, it is important to use the correct limits. For example, a search term of 1994..2001 limited by Date of Publication, tells Athena Webserver to find items published between the years 1994 and 2001. Note: you can also specify an open ended range. For example, a search term of 1994.. tells Athena Webserver to find titles published in 1994 or later. A search term of ..1994 tells Athena Webserver to find titles published in 1994 or earlier. Note: this feature will not work in conjunction with the -- (AND) or | (OR) operators. If you enter a range in a search term box, you should not use the - - (AND) or | (OR) operators in that same box.

Tip If you need help entering a search term, Athena Webserver will provide it. Just type the first few letters of your search term. Then click the BROWSE button immediately to the right of the search term box. Athena Webserver will display a list of valid search terms.



To choose a search term from the list:

1. Click the search term.

2. Click SELECT.

Overriding default search behavior As with Quick Search, the Default Search Behavior parameter determines whether Athena Webserver will perform an exact or truncated search. You can override the default search behavior using the period (.) and asterisk (*) symbols. For more information, see Truncated and exact searches starting on page 50.

To choose a search term, click it. Then click SELECT.

Use the PAGE UP and PAGE DOWN buttons to move up and down through the list.

Click here to see a list of valid search terms.



Changing collections from Advanced Search Athena Webserver searches only the active collection. To make a collection active, click CHANGE COLLECTION from the Advanced Search screen. Then choose the collection that you want from the Change Collection dialog box. For detailed instructions, see Changing collections on page 53.

Extended phrase searching As with Quick Search, the method Athena Webserver uses to search for a phrase will depend on how Athena’s Extended Phrase Searching parameter is set. For information about setting this parameter, see your Athena Users’ Manual.

Limiting a search term Athena Webserver is shipped pre-configured so that you can limit search terms to specific types of information. The following table lists the different limit categories and provides a brief description of each.

CATEGORY SEARCH TERM

All Indexes Enter any piece of information. Athena Webserver will search for items that have this search term anywhere in their catalog information.

Title Words Enter a single word. Athena Webserver will search for items that have this search term somewhere in the title.

Author Words Enter a first name or a surname. Athena Webserver will search for items that were authored by someone with this name.

Subject Words Enter a single word. Athena Webserver will search for items that contain this search term within their subject information.




Notes Words Enter a single word. Athena Webserver will search for items that contain this search term within their notes information.

Title Index Enter a title. Athena Webserver will search for items with this title.

Author Index Enter an author’s name. Use the following format: surname, first name. If you are including the first name, make sure that you remember to type the comma. Athena Webserver will search for items written by someone with this name.

Subject Index Enter a subject. Athena Webserver will search for items with this subject.

Publisher Enter a publisher name. Athena Webserver will search for items with this publisher.

Series Enter a series name. Athena Webserver will search for items belonging to this series.

Barcode number Enter a barcode number. Athena Webserver will search for the item with this barcode number.

Call number Enter a call number. Athena Webserver will search for items with this call number.

ISBN Enter an ISBN. Athena Webserver will search for items with this ISBN.

LCCN Enter a LCCN. Athena Webserver will search for items with this LCCN.

Location Enter a location. Athena Webserver will search for items whose location information matches this search term.

Format Enter a format. Athena Webserver will search for items whose format information matches this search term.




Fund Enter a fund. Athena Webserver will search for items whose fund information matches this search term.

Date of Publication Enter a date. Athena Webserver will search for items that were published or copyrighted that year.

Date Acquired Enter a date using the format CCYYMMDD. Athena Webserver will search for items that were acquired on that date. For example, to find items acquired September 1, 1999, enter 19990901

Full Subject Enter a full subject and Athena Webserver will search for items with this full subject.

Reading Program Enter a reading program name. Athena Webserver will search for items that are part of that program. Tip: to search on a reading level and reading program point value, search using the READING PRG button.



To limit a search term:

1. Open the list to the far right of the search term. You will see a list of all the limit categories.

2. Click the desired limit category.

Limiting a search to a specific format In addition to limiting a search term, you can also limit the entire search to a particular format. For example, you might decide that you want to find only books. If so, limit the search to the format Book. Athena Webserver will ignore items that have not been cataloged as books, even if these items meet all your other search criteria.

To limit a search to a particular format:

♦ Open the Format list and click the desired format.

Open the list to the far right of the search term and choose a limit category.

Click here to open the Format list.



Using multiple search terms Sometimes a single search term is not enough. Maybe you want to search for items that meet two or more specific criteria. An example would be all items written by Virginia Schomp about dolphins. Similarly, you might want to search for items that meet at least one of several criteria. An example would be all items that deal with either whales or dolphins.

Whenever you use more than one search term, you must link the different terms with one of these Boolean operators:

OPERATOR WHEN TO USE IT

AND To search for materials that match both search terms.

OR To search for materials that match at least one of the search terms.

NOT To search for materials that match the first search term but do not match the second search term.



To search with multiple search terms:

1. The Advanced Search screen has three text boxes. Type each search term in a separate box.

2. Open the list between the first two search terms and choose a Boolean operator.

3. If you are using a third search term, open the list between the second and third search terms and choose a Boolean operator.

Tip If Athena’s Extended Phrase Searching parameter is set to Always, you can enter multiple search terms in a single box. For example, to find materials that are about both whales and dolphins, type WHALES— —DOLPHINS. (Athena Webserver interprets the double dash as AND.) Similarly, type WHALES | DOLPHINS to find materials that are about whales OR dolphins. Note: | is the pipe character.

Choose a Boolean operator from this list.



Determining the order of precedence The order in which you enter search terms will affect your search results. If you are using one search term per box, Athena Webserver will interpret the search as if the first two search terms are enclosed in parenthesis:

(SEARCH TERM 1 operator 1 SEARCH TERM 2) operator 2 SEARCH TERM 3

where operator 1 and operator 2 represent the Boolean operators connecting the search terms.

If you are using multiple search terms per box, determining the order of precedence is slightly more complicated. You need to know how Athena Webserver determines the search results:

• First, Athena Webserver will determine separate search results for each box. If the box contains multiple search terms, Athena Webserver will combine the terms in order of left to right. For example, these search terms: SEARCH TERM 1 | SEARCH TERM 2– –SEARCH TERM 3– –SEARCH TERM 4

will be combined as (((SEARCH TERM 1 | SEARCH TERM 2)– –SEARCH TERM 3)– –SEARCH TERM 4)

Note: these are intermediate results only. You will not see these search results. Also, remember that Athena Webserver will interpret | as OR and a double dash as AND.

• Then Athena Webserver will combine the three sets of search results (one from each box) using the specified Boolean operators:

(RESULTS BOX 1 operator 1 RESULTS BOX 2) operator 2 (RESULTS BOX 3). Athena Webserver will display these combined results on the Search Results screen.



Performing the search Once you have entered your search terms, limits, and Boolean operators, have Athena Webserver perform the search.

To perform the search:

♦ Click SEARCH.

If your library uses a reading program such as Scholastic Reading Counts! or Accelerated Reader, you can perform a reading program search. If you do, Athena Webserver will limit the search results to include only items with the reading level and reading program point values you specify.

To perform a reading program search:

1. Click READING PRG. You will see the Reading Program Search dialog box. Note: if the READING PRG button does not appear on the screen, your library has not configured Athena for Reading Program searches.

2. Enter the desired reading and point levels. Then click SEARCH.

To return to the Advanced Search screen from the search results:

♦ Click GO BACK.

Visual Search Chapter 3 Remote Users’ Guide 67


Visual Search Athena lets you define specific searches and link them to visual search buttons. Once you have done this, patrons can perform the defined searches simply by clicking the linked visual search button.

You can also link visual search buttons to bibliographies. This allows patrons to display bibliographies just by clicking a button.

Quick start 1. If Visual Search is your default search method, you will see

the Visual Search Home screen when you start Athena Webserver. —or— If Visual Search is not your default search method, you will see one of the other search screens. Click VISUAL SEARCH. You will see the Visual Search Home screen.

2. Click the visual search button that most closely represents your area of interest.

3. If the button you choose is linked to a search or a bibliography, Athena Webserver will display the search results or the bibliography. —or— If the button you choose is linked to another screen of visual search buttons, Athena Webserver will display the next screen. Narrow your search still further by clicking the button that most closely represents your area of interest. Continue in this manner until Athena Webserver displays a bibliography or performs a search.

68 Chapter 3 Remote Users’ Guide Visual Search


Visual Search — detailed instructions To start Visual Search:

♦ If Visual Search is your default search method, you will see the Visual Search Home screen when you start Athena Webserver. —or— If Visual Search is not your default search method, you will see one of the other search screens. Click VISUAL SEARCH. You will see the Visual Search Home screen.

BUTTON DESCRIPTION

CHANGE

COLLECTION Click CHANGE COLLECTION to search a collection other than the active collection.

HOME Click HOME to go to your library’s home page. Note: for this to work, your library must have specified a home page when it set up Athena Webserver. This button will appear only if Visual Search is your library’s default search method.

QUICK SEARCH Click QUICK SEARCH to perform a Quick Search.

ADVANCED

SEARCH Click ADVANCED SEARCH to perform an Advanced Search.

Visual Search Chapter 3 Remote Users’ Guide 69


How it works In most libraries, the Visual Search Home screen is a general directory that points patrons to specific areas of interest. Patrons click the visual search button that represents their area of interest. Depending on how the library has configured Visual Search, Athena Webserver will respond by conducting a search, displaying a bibliography, or displaying another screen of buttons.

To perform a visual search:

1. From the Visual Search Home screen, click the visual search button that most closely represents your area of interest.

2. If the button you choose is linked to a search or a bibliography, Athena Webserver will display the search results or the bibliography. —or— If the button you choose is linked to another screen of visual search buttons, Athena Webserver will display the screen. Narrow your search still further by clicking the button that most closely represents your area of interest. Continue in this manner until Athena Webserver either displays search results or a bibliography.

70 Chapter 3 Remote Users’ Guide Viewing the search results


Viewing the search results After a search, Athena Webserver lists all items that match the search criteria.

BUTTON DESCRIPTION

PREVIOUS Click PREVIOUS to scroll backwards through the search results.

NEXT Click NEXT to scroll forwards through the search results.

GO TO Click GO TO to move to a particular position in the search results.

SORT Click SORT to reorder the search results.

Viewing the search results Chapter 3 Remote Users’ Guide 71


The Search Results screen provides basic information about each title.

Note: Athena Webserver will display icons depicting format and relevance only if Athena has been configured to display them.

Navigating the Search Results Screen Sometimes Athena Webserver will find more titles than will fit on one screen. Moving up and down through the search results is easy.

To display the next screen of search results:

♦ Click NEXT.

To display the previous screen of search results:

♦ Click PREVIOUS.

Author

Call number

At least one copy of this title is in the library.

Icon depicting the item’s format

Title

Icon depicting relevance



To move a particular location in the search results:

1. Click GO TO. You will see the Go to search result # dialog box.

2. Type the number of the desired title. For example, to go to the screen containing the eleventh title, type 11

3. Click OK.

Sorting the search results You can sort the search results so that titles appear in the order that best suits your needs.

To sort the search results:

1. From the Search Results screen, click SORT. You will see the Sort Search By dialog box.

2. Click the desired sort order.

3. Click SORT.



See and See Also references You may find that the search results contain see and see also references. These references help you fine-tune your search by suggesting alternative search terms to the one you originally used. You can have Athena Webserver perform a search on the suggested term just by clicking on it.

For example, the following screen shows the results of a search on the term dolphin. Notice that the search results contain a reference to see also Bottlenosed dolphins. To have Athena Webserver perform a search on Bottlenosed dolphins, click the reference.

Click here to search on Bottlenosed dolphins.



Viewing more information about a title If you need additional information about a title in the search results, display the item’s full description. The full description shows the title’s bibliographic information. It also provides access to the title’s MARC description, catalog card and copy information.

To display an item’s full description:

♦ From the Search Results screen, click the item’s title. You will see the Full Description screen.



BUTTON DESCRIPTION

PREVIOUS Click PREVIOUS to see a full description for the previous item in the search results.

NEXT Click NEXT to see a full description for the next item in the search results.

SHOW CARD Click SHOW CARD to see the catalog card for this title.

SHOW COPIES Click SHOW COPIES to see the copy information for this title.

SHOW MARC Click SHOW MARC to see the MARC description for this title.

LOOK LEFT Click LOOK LEFT to browse the shelves. You will see the full description for the item shelved immediately to the left of the current item.

LOOK RIGHT Click LOOK RIGHT to browse the shelves. You will see the full description for the item shelved immediately to the right of the current item.

Tip If there is a URL (Internet address) in the title’s full description,

you can view the referenced Internet resource simply by clicking the URL.

Click the URL to view the specified Internet resource.



Other formats You can also view bibliographic information in MARC and catalog card formats.

To display the item’s MARC description:

1. Display the title’s full description or card description.

2. Click SHOW MARC.



To display the item’s card description:

1. Display the title’s full description or MARC description.

2. Click SHOW CARD.

To return to the item’s full description:

♦ Click SHOW FULL.

To return to the search results:

♦ Click GO BACK.



Viewing information for other items When viewing a full description, MARC description, or card description, you can move to the next and previous items in the search results without returning to the Search Results screen.

To view information for the next title in the search results:

♦ From the Full Description, MARC Description, or Card Description screen, click NEXT.

To view information for the previous title in the search results:

♦ From the Full Description, MARC Description, or Card Description screen, click PREVIOUS.

Browsing the shelves Most libraries shelve related items together. This means that once you find a useful item, you can often find other relevant materials just by browsing the shelves adjacent to this item. Athena Webserver lets you browse the shelves without leaving your computer.

Note: Athena Webserver uses call numbers to determine the relative location of items on the shelf. If your library uses non-standard call numbers or unusual shelving practices, Athena Webserver’s Browse feature may yield unexpected results.

To see information about the item shelved immediately to the left of the current item:

1. From the Full Description, MARC Description, or Card Description screen, click LOOK LEFT.

2. Continue browsing to the left by repeatedly clicking LOOK LEFT.



To see information about the item shelved immediately to the right of the current item:

1. From the Full Description, MARC Description, or Card Description screen, click LOOK RIGHT.

2. Continue browsing to the right by repeatedly clicking LOOK RIGHT.

Searching from the Full Description screen If you want to conduct a new search using one of the title’s authors or subjects as the search term, you can — without leaving the Full Description screen.

To search on the title’s subject or author:

♦ From the Full Description screen, click the author or subject. Athena Webserver will perform a new search using that author or subject as the search term. In the example below, you could click the subject heading POLAR REGIONS to have Athena Webserver perform a new search using polar regions as the search term.

To search on a subject, click it.



Displaying copy information You can access copy information for a particular title from its Full Description, MARC Description, or Catalog Card screen.

To access a title’s copy information:

1. Display the title’s full, MARC, or card description.

2. Click SHOW COPIES.

To view copy information for the next title in the search results:

♦ From the Copy Information screen, click NEXT.

To view copy information for the previous title in the search results:

♦ From the Copy Information screen, click PREVIOUS.

MARC Download Chapter 3 Remote Users’ Guide 81


MARC Download MARC Download is an Athena Webserver add-on that enables remote users to copy MARC records from your Athena collections. It works by enhancing Athena Webserver rather than acting as a stand-alone application.

Using MARC Download You can download records individually or in groups. If you download records individually, each MARC record will be downloaded as a separate file. If you download records as groups, each group of MARC records will be downloaded as a single file.

To start MARC Download:

1. If you have not already done so, connect to the Internet. Then start your Web browser and follow the normal procedure for connecting to Athena Webserver.

2. Perform a search and display the search results.

3. Locate the title that you want to download. Then display its full description, MARC description, card description or copy information.

82 Chapter 3 Remote Users’ Guide MARC Download


4. Start the MARC Download feature by clicking MARC DOWNLOAD. You will see the MARC Download dialog box.

To download only the MARC record for this title:

♦ Click DOWNLOAD THIS TITLE NOW. Then follow the procedures that you normally would to download a file with your particular browser.

Click here to start MARC Download.

MARC Download shows the number of records currently selected for downloading.

MARC Download Chapter 3 Remote Users’ Guide 83


To select the record so that you can download it later:

♦ Click SELECT THIS TITLE TO DOWNLOAD LATER.

To download all selected records:

♦ Click DOWNLOAD SELECTED TITLES NOW. Then follow the procedures that you normally would to download a file with your particular browser.

Note: MARC Download will not clear your selections after downloading. If you do not want to download these records again, clear the selections.

To clear all current selections:

♦ Click CLEAR SELECTED TITLES.

To close MARC Download:

♦ Click DONE.

Note: If you start MARC Download from the Search Results screen or one of the Search screens, all options will be unavailable unless you have previously selected titles for downloading.

84 Chapter 3 Remote Users’ Guide Requesting reserves and interlibrary loans


Requesting reserves and interlibrary loans The Request Reserve/ILL feature allows you to request reserves on items from your home library. It also allows you to request interlibrary loans.

Note: Before you can place Patron and Librarian requests, your library must have enabled the Request Reserve/ILL features.

Requesting items There are two types of requests, patron requests and librarian requests. As you would expect, patron requests are requests performed by the patron, librarian requests are requests performed by librarians.

Patron requests There are two types of patron requests:

• Reserve requests. Any request for an item from the patron’s home library is considered a reserve request.

• Interlibrary loan requests. Any request for an item from a library other than the patron’s home library is considered an interlibrary loan request.

All the patron need do is request the item. Athena Webserver will automatically determine whether the request is for a reserve or for an interlibrary loan.

Requesting reserves and interlibrary loans Chapter 3 Remote Users’ Guide 85


To request an item:



3. Locate the title that you want to request and display its full description, MARC description, card description or copy information.

Click here to start the Patron Request feature.



4. Start the Patron Request feature by clicking PATRON REQUEST. You will see the Patron Request form.

5. Fill out the form.

6. Click SUBMIT REQUEST. Athena Webserver will send an email to your library requesting that a librarian there reserve the item for you or, if the item is from a library other than your home library, request an interlibrary loan on your behalf.



Librarian requests Librarian requests are requests by librarians for interlibrary loans. They are usually made after receiving a request from a patron.

To request an item:



3. Locate the title that you want to request and display its full description, MARC description, card description or copy information.

Click here to start the Librarian Request feature.



4. Start the Librarian Request feature by clicking LIBRARIAN REQUEST. You will see the Librarian Request form.

5. Fill out the form. Note: if you are searching a union catalog, the form will include a box for you to indicate the library from which you want to borrow the item.

6. Click SUBMIT REQUEST. Athena Webserver will send an email to the appropriate library requesting that a librarian there proceed with the interlibrary loan.



For the librarian What do I do if I receive a patron reserve request?

Use Athena to place a reserve on the item. When the item becomes available, use your library’s standard procedure to notify the patron.

What do I do if I receive a patron interlibrary loan request?

Use Athena Webserver to place a librarian request for the item. Athena Webserver will send a message to the lending library notifying them that you wish to place an interlibrary loan. Later, when you receive the item, notify the patron. When the patron comes to pick up the material, check it out as a uncataloged item.

What do I do if I receive an interlibrary loan request from another library?

If the item is available for lending, check it out to the borrowing library. Once you have done this you can ship the item to the borrowing library.

Tip To facilitate lending items to other libraries, we suggest that you create a patron record for each library. This allows you to check items out to a library just as you would a patron.

90 Chapter 3 Remote Users’ Guide Accessing patron information


Accessing patron information Athena Webserver lets patrons access information about themselves and even renew items that are currently on loan. Patrons can view information about their:

• Outstanding fine balances.

• Items on loan.

• Items on hold.

• Items on reserve.

• Estimated fines due for items currently overdue.

To access your patron information:


2. From the search screen, click ACCESS PATRON INFO. You will see the Access Patron Information dialog box. Note: the dialog box shown here is from a library that requires patrons to enter Surname and Alternate ID as well as Patron ID. If your library has different identification requirements, your Access Patron Information screen will look slightly different than this one.

Accessing patron information Chapter 3 Remote Users’ Guide 91


3. Enter the Patron ID and any additional required information.

4. Click SELECT. You will see the Patron Information screen.

Tip Overdue items with fines are marked with a $ icon. To see the estimated fines for an overdue item, click this icon.

Overdue items are shown in red text.

92 Chapter 3 Remote Users’ Guide Accessing patron information


Renewing items The Patron Information screen shows all items that are currently on loan. You can renew any item on loan as long as it is not overdue, on reserve, or non-circulating.

Note: Before you can renew items on loan, the Patron Placed Renewal feature must be enabled from Webserver Manager. For instructions, see Using Webserver Manager starting on page 23.

To renew an item on loan:

1. If you have not already done so, start Athena Webserver and display your patron information.

2. Under Items on loan, select the Renew check boxes for the item or items that you want to renew.

3. Click RENEW SELECTED ITEMS.

Tip If an item cannot be renewed for some reason, Athena Webserver will mark it with an icon. To find out why the item could not be renewed, click the icon.


Appendix

Configuring Microsoft Internet Information Server 4 This appendix provides instructions for configuring Microsoft Internet Information Server 4 (IIS 4) so that it can run Athena Webserver. The procedures outlined here should be performed after upgrading from IIS 3 or IIS 2, or after performing a fresh install of IIS 4.

Setting the CreateCGIWithNewConsole parameter

Note: Before this procedure will work, you must have installed Windows Scripting Host. If you have not installed Windows Scripting Host, run the IIS 4 setup again and select this option.

1. From the MS-DOS command prompt, switch to the winnt\system32\inetsrv\adminsamples directory.

2. Type cscript adsuti l .vbs set W3SVC/CreateCGIWithNewConsole TRUE Then press Enter.

94 Appendix Configuring Microsoft Internet Information Server 4


Setting the CreateProcessAsUser parameter Note: Before this procedure will work, you must have installed

Windows Scripting Host. If you have not installed Windows Scripting Host, run the IIS 4 setup again and select this option.

1. From the MS-DOS command prompt, switch to the winnt\system32\inetsrv\adminsamples directory.

2. Type cscript adsuti l .vbs set W3SVC/CreateProcessAsUser TRUE Then press Enter.

Fixing the registry entry for Perl extensions 1. From the Start menu, point to PROGRAMS; point to

WINDOWS NT 4.0 OPTION PACK; point to MICROSOFT INTERNET INFORMATION SERVER, and then click INTERNET SERVICE MANAGER. You will see the Microsoft Management Console.


Right-click the web site containing Athena Webserver.

Configuring Microsoft Internet Information Server 4 Appendix 95


3. Click PROPERTIES to display the Properties dialog box for this Web site. Then click the HOME DIRECTORY tab.

4. Click CONFIGURATION. You will see a list of file extensions.

5. If there is an entry for the pl extension, click it. Then click EDIT and change this entry so that the S's in the %s %s portion of the Executable value are in lower case. If there is not an entry for the pl extension, click ADD. Enter .pl into the Extension text box (remember to include the period). Then enter the path for your perl.exe file in the Executable text box. If you installed Perl following the instructions on page 9, the path will be: c:\perl\bin\perl.exe %s %s

6. Restart your computer.



Configuring Microsoft Internet Information Server 5

This appendix provides instructions for configuring Microsoft Internet Information Server 5 (IIS 5) so that it can run Athena Webserver. The procedures outlined here should be performed after upgrading from IIS 4, IIS 3 or IIS 2, or after performing a fresh install of IIS 5.

Setting the CreateCGIWithNewConsole parameter

Note: Before this procedure will work, you must have installed


1. From the MS-DOS command prompt, switch to the inetpub\adminscripts directory.

2. Type cscript adsuti l .vbs set W3SVC/CreateCGIWithNewConsole TRUE Then press Enter.

Setting the CreateProcessAsUser parameter Note: Before this procedure will work, you must have installed


1. From the MS-DOS command prompt, switch to the inetpub\adminscripts directory.

2. Type cscript adsuti l .vbs set W3SVC/CreateProcessAsUser TRUE Then press Enter.

Configuring Microsoft Internet Information Server 5 Appendix 97


Fixing the registry entry for Perl extensions 1. Start the INTERNET SERVICES MANAGER.


3. Click PROPERTIES to display the Properties dialog box for this Web site. Then click the HOME DIRECTORY tab.

4. Click CONFIGURATION. You will see a list of file extensions.

Right-click the web site containing Athena Webserver.



5. Verify that there is an entry for the pl extension with the following path: c:\perl\bin\perl.exe %s %s If necessary add a new entry or edit the existing entry. Please note that the S’s in the %s %s portion of the path should be entered in lower case.

6. Restart your computer.

Restricting access to MARC Download Appendix 99


Restricting access to MARC Download There are two ways to restrict access to MARC Download. You can set up your system so that users must enter a name and password to access MARC Download. Alternatively, you can set up the system to allow access to only those users with a certain hostname or IP address.

To restrict access to MARC Download, the System Administrator must use the WWW server’s administration software to turn on authentication control for the file marcdl.pl. This file is located in the Athena Webserver program directory. For instructions, refer to the documentation that came with your WWW server software.

100 Appendix Customizing links to Athena Webserver


Customizing links to Athena Webserver You can customize the URL that you use to start Athena Webserver so that searches are limited to a particular collection or location. This is useful if your patrons need to search only specific collections or locations.

For example, patrons searching your union catalog might be interested in only those items available at their local branch. You could make it easy for them to limit their searches by adding multiple Athena Webserver links to your library’s home page. By limiting each URL to a different location, you let patrons choose their location when they start Athena Webserver.

To limit Athena Webserver to a specific location:

♦ Append the following text to the end of the Athena Webserver URL: ?loc=yourlocation

where yourlocation is the desired location. Note: replace any spaces in the location with the + symbol.

For example, if you normally start Athena Webserver using the URL http://[x]/athcgi/athweb.pl

You could limit searches to the location Main Library by using: http://[x]/athcgi/athweb.pl?loc=Main+Library

To limit Athena Webserver to a specific collection:

♦ Append the following text to the end of the Athena Webserver URL: ?ci=CC

where CC is the two-character Athena collection ID.


You could limit searches to the SL collection by using: http://[x]/athcgi/athweb.pl?ci=SL

Customizing links to Athena Webserver Appendix 101


To limit Athena Webserver to a specific collection and location:

♦ Append the following text to the end of the Athena Webserver URL: ?ci=CC&loc=yourlocation

where CC is the two-character Athena collection ID, and yourlocation is the desired location.


You could limit searches to the SL collection and the location Main Library by using: http://[x]/athcgi/athweb.pl?ci=SL&loc=Main+Library


Index

—A— About this manual, 2 Advanced Search, 54. See also Boolean

operators Changing collections, 59 Entering search terms, 57 Limiting, 62 Limiting search terms, 59 Multiple search terms, 63 Overriding default search behavior, 58 Performing the search, 66 Quick start, 54 Starting, 55

Athena Webserver Adding to your home page, 20 Configuring, 6, 12 Connecting to, 43 Customizing, 21 Installing, 7 Parent directory, 10 Program files, 10 Requirements, library, 5 Requirements, remote users, 43 Testing, 20 Versus Athena, 44 What it does, 4

Athena Webserver parent directory, 10 Athena Webserver program files, 10

Authentication, MARC Download, 99

—B— Boolean operators, 63 Browsing the shelves, 78 Buttons, 44

—C— Card description, viewing, 77 Collections allowed to be requested, 33 Configuring Athena Webserver, 6, 12 Configuring requests, 34 Configuring WWW Server, 13 Copy information, displaying, 80 Customizing Athena Webserver, 21

—D— Domain name, 5 Downloading MARC records, 81

104 Index


—E— Enterprise Server. See Netscape Enterprise

Server Exact searches, 50 Extended phrase search, 51 Extended phrase searching parameter, 52, 59

—F— Full description

Searching from, 79 Viewing, 74

—H— Home page, 20 Host library email address, 33 Host library name, 33

—I— IIS. See Microsoft Internet Information Server Installing Athena Webserver, 7 Interlibrary loan requests

Requesting, 84 What the librarian should know, 89

Interlibrary loans How it works, 26 Registering ILL libraries, 36 Requesting, 84 Setting up, 31

Internet basics, 42

—L— Librarian requests, 29, 87 Limiting an Advanced Search, 59, 62

—M— Manual, about, 2 MARC description, viewing, 76 MARC Download, 81

Authentication, 99 Microsoft Internet Information Server 2/3,

13 Microsoft Internet Information Server 4, 15,

93 Microsoft Internet Information Server 5, 15,

96

—N— Netscape Enterprise Server, 18 Nonextended phrase search, 52

—P— Patron information

Accessing, 90 Providing access from your home page, 20

Patron placed renewals, 12, 14, 16, 19, 21, 92 Patron requests, 27, 84 Perl, installing, 9 Printing, 45 Product Manager, 8

—Q— Quick search

All-category search, 48 Reading program search, 49 Subject search, 49

Quick Search Changing collections, 53 Quick start, 46 Search terms, 48 Starting, 46

Index 105


—R— Registering ILL libraries, 36 Remote site

Connecting from, 43 Requirements, 43

Remote Users’ Guide, 41 Renewing items, 92 Request Reserve/ILL

How it works, 26 Librarian requests, 29 Patron requests, 27 Setting up, 31

Configuring requests, 34 Providing information about your

library, 33 Registering ILL libraries, 36 Removing a registered library, 40

Requirements Library, 5 Remote users, 43

Reserve/ILL Setup Exiting, 40 Starting, 32

Reserves requests Requesting, 84 What the librarian should know, 89

—S— Search results, 70

Browsing the shelves, 78 Card description, viewing, 77 Full description, viewing, 74 MARC description, viewing, 76 Navigating, 71 See and see also references, 73 Sorting, 72 Viewing, 70 Viewing copy information, 80

Search terms, 48 Limiting, 59 Multiple, 63

Searching Browsing the shelves, 78 Changing collections, 53, 59 Exact searches, 50 Overview, 45 Quick Search. See Quick Search Searching on a phrase, 51, 59 Truncated searches, 50

See and See Also References, 73 SelectSearch, 45 Setup, 7 Sorting the search results, 72 System Administrators’ Guide, 3

—T— Tabs, 44 Truncated and exact searches, 50

—U— Uniform Resource Locator

Defined, 42 Viewing referenced sites, 75

URL. See Uniform Resource Locator

—V— Visual Search, 67

How it works, 69 Performing, 69 Quick start, 67 Starting, 68

106 Index


—W— Web browser, 42 Webserver Manager

Exiting, 25 Installing, 7 Starting, 22 Using, 23

Welcome, 1 WWW server

Configuring, 13

Defined, 4 Setting up

Microsoft Internet Information Server 2/3, 13

Microsoft Internet Information Server 4, 15

Microsoft Internet Information Server 5, 15

AT1926~1

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