Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Summon: Metadata Mapping Tool

    • Product: Summon

    What is the Summon Metadata Mapping Tool and how does it help us manage our MARC collections in Summon?

    This is part of a larger set of documentation about using the Administration Console to configure your Summon service.

    The mapping tool provides you with a view of the current mappings of your local MARC collections available in your Summon service. The current mappings are based on the Summon Mapping Spreadsheet submitted by your institution.
    When you click on the Mapping page in your Summon Administration Console, you are presented with the MARC mapping for a local collection, most likely your library catalog. If you have additional MARC collections in the Summon service, use the Collection drop-down menu to select the collection you want to view.
    Note that if your collection does not use MARC records, your mappings will not be displayed here. Please use the Ex Libris Support Portal (accessible through the More Sites drop-down menu at the top of this page) for assistance.
    In addition to MARC Mapping, you will see a Mapping Type labeled Library Locations if your institution has set up locations for the collection:
    Metadata Mapping
    To download the mapping information into a spreadsheet, click the Download as xls link in the top right of the screen.
    To request changes to your mappings, please use the Ex Libris Support Portal (available through the More Sites drop-down menu above) for assistance. You can document your changes in the message or send in the spreadsheet you have downloaded with changes highlighted so that they will be easy for our metadata librarians to find. Use Add or Delete as appropriate, along with the MARC field and subfield. We are able to specify MARC indicators, but you do not need to include them if they are not relevant. For more details, see the MARC Mapping Spreadsheet, Instructions, and Policy.

    MARC Mapping

    The Summon Field Name column displays the fields that are currently mapped for your local collection in the Summon service. For further clarification on the fields please view the Summon Data Dictionary available in MARC Mapping Spreadsheet, Instructions, and Policy.
    The MARC Field column displays your collection's MARC fields and subfields that are mapped to the Summon Field Name. Please note that a field may also display a Modifications note. A Modifications note such as <mustMatchTerm>^[0-9].</mustMatchTerm> is code the Summon service is using to map the field successfully. This is internal-use only code that our Metadata Librarians add when mapping your collection.

    Library Locations

    The Location Code column displays the codes your institution has provided to us. The location information is used by the Library Locations facet on the Summon results page, providing your patrons the ability to filter on specific locales. The Location Name column provides the names as displayed to users in your Summon service.

    Content Type

    Content Type is the third aspect of your MARC collection. Content Type mappings are currently not available in the Mapping tool, so if you have questions, please use the Ex Libris Support Portal (accessible through the More Sites drop-down menu at the top of this page) for assistance.

    • Date Created: 9-Feb-2014
    • Last Edited Date: 21-Feb-2014
    • Old Article Number: 8815
    • Was this article helpful?