Before you begin:

1. Decide whether to activate an OPAC target at all. Will users who arrive at SFX from an SFX source benefit from a target link to the OPAC? (Are electronic resources cataloged in the OPAC that are not otherwise available as SFX targets, or will non-electronic resources cataloged in the OPAC meet the user’s needs?)
2. Decide whether to activate a target for the local OPAC or just for the I-Share union catalog. If just the I-Share union catalog is required, decide whether to activate the target locally or to rely on the target activated for you in the CARLI shared instance.
3. If a local OPAC target is required, decide whether to activate a target for the Classic WebVoyage interface, the VuFind interface, or both.

To activate a target for the Classic WebVoyage interface to the local OPAC:

1. Activate the LOCAL_CATALOG_EXLIBRIS_VOYAGER target. In the Edit Target window, click “+ Add local” to enter a new Public Name for the target.
2. Activate the getHolding service. In the Edit Target Service window, click “+ Add local” to enter a new Public Name for the service, if desired. Also in the Edit Target Service window, click “+ Add local” to enter a threshold that will prevent the OPAC target from displaying on the menu if the OPAC was also the user’s source:
   GLOBAL && $obj->need('sfx.sid','ne','Endeavor:CitationServer') .
3. Click “L/P” to enter your linking parameters:
   $$LOCAL_SERVER: https://i-share.carli.illinois.edu/xxx/cgi-bin [where xxx is the three-letter code for your I-Share library]
   $$USE_ISBN_OR: Y [Or N to disable. See http://www.carli.illinois.edu/mem-prod/sfx/secure-2/sfx-xisbn.html for more information.]
   $$VERSION: [leave blank]

To activate a target for the VuFind interface to the local OPAC:

1. Copy the LOCAL_CATALOG_EXLIBRIS_VOYAGER target. Name the copy LOCAL_CATALOG_VUFIND_LCL. Activate the copy if necessary. In the Edit Target window, click “+ Add local” to enter a new Public Name for the target.
2. Activate the getHolding service if necessary. In the Edit Target Service window, click “+ Add local” to enter a new Public Name for the service, if desired. Also in the Edit Target Service window, click “+ Add local” to enter the parser name ENDEAVOR::VUFIND . Finally for the Edit Target Service window, click “+ Add local” to enter a threshold that will prevent the OPAC target from displaying on the menu if the OPAC was also the user’s source:
   GLOBAL && $obj->need('sfx.sid','ne','Endeavor:CitationServer') .
3. Click “L/P” to enter your linking parameters:
   $$LOCAL_SERVER: http://vufind.carli.illinois.edu/vf-xxx [where xxx is the three-letter code for your I-Share library]
   $$USE_ISBN_OR: Y [Or N to disable. See http://www.carli.illinois.edu/mem-prod/sfx/secure-2/sfx-xisbn.html for more information.]
   $$VERSION: [leave blank]

After the target is active:

1. Decide whether and how to load serial holdings data.
2. If you decide to load holdings data, duplicate the getHolding service:
   1. Add a local threshold to one getHolding service that is relevant to serials:
      ($obj->need('ISSN') || $obj->need('journalTitle') || $obj->need('@abbrevTitle')) && $obj->need('sfx.sid','ne','Endeavor:CitationServer') .
      In that same Edit Target Service window, make sure the local Object Lookup value is Yes. This is the target service to which you will load object portfolios for your print holdings. Note that the linking parameter $$USE_ISBN_OR will be irrelevant to this service (however it is set will make no difference).
   2. Add a local threshold to the other getHolding service that is relevant to monographs:
      ($obj->need('ISBN') || $obj->need('bookTitle')) && $obj‑>need('sfx.sid','ne','Endeavor:CitationServer') .
      In that same Edit Target Service window, make sure the Object Lookup value is No.
3. If you decide to use the Z39.50 plug-in rather than load holdings data:
   1. Use the Unix File Manager to edit z3950_lookup.config:
      Section "z3950_server"
      host      "z3950.carli.illinois.edu"
      port      "210"
      base     "voyager"
      syntax  "opac"
      user      "xxx" [where xxx is the three-letter code for your I-Share library]
      EndSection
      
      Section "dashes"
      isbn_dashes     "0"
      issn_dashes      "1"
      EndSection
   2. Add a local threshold to your OPAC target’s getHolding service:
      GLOBAL && $obj->need('sfx.sid','ne','Endeavor:CitationServer') && $obj‑>plugIn('Z3950Lookup') .

For more information:

• About the LOCAL_CATALOG_EXLIBRIS_VOYAGER target, see the SFX Target Configuration Guide.
• About the Z39.50 plug-in, see the SFX Advanced User’s Guide.
• If you have questions, please send them to support@carli.illinois.edu.

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