Set up MuseGlobal and Federated Search in Polaris

After the Innovative Interfaces representative configures the service via the MuseGlobal console, the representative helps the library set up federated search with MuseGlobal in Polaris Administration following this workflow:

• Define Resource Groups - If you have databases that are restricted to patrons of certain branches, set up resource groups for the branches whose registered patrons will have access to the remote databases, and grant resource group permissions to the appropriate staff members. After the resource groups are defined, the resource group list is displayed in the Server workform. The library selects a resource group that has access to the server database(s). See Setting Up Organization Resource Groups.
• Set up the MuseGlobal search server - Each server represents a MuseGlobal application, which is a named group of databases to which a library or group of libraries has purchased access. (The access rights are purchased from the database provider, not from MuseGlobal.) Libraries, especially those in consortial arrangements, may have more than one MuseGlobal application. In Polaris Administration, the MuseGlobal application is defined as a system-level server record with one or more associated databases. The configuration information for the individual databases is imported from MuseGlobal and applied to Polaris. A single MuseGlobal application can be shared among libraries that are on different service contracts with the database providers. Libraries work with Polaris staff members to configure the optimal arrangement of MuseGlobal applications and Polaris server records. Select the resource groups that will have access to the database(s), and enter the information to connect to the MuseGlobal application. See Registering Remote Resource Servers.
• Import databases to the MuseGlobal server - After the search server connection is set up, import the databases to the search server. See Import databases to the MuseGlobal search server.
• Define the search database selection limit at the system level - Use system-level PowerPAC profile, Remote databases: Maximum number that can be searched at once to specify the number of databases. This should be set to a default of 10, with a maximum of 25 databases that library users can select at a time. When you set up categories using MuseGlobal databases, each category should not exceed 25 databases because of this limit. Maximum Number of Databases Searchable at One Time.
• Categorize the remote databases - Organize the remote databases available to the organization into categories. See Organizing Target Databases for PowerPAC Display.
• Configure the remote databases - After the databases are imported into the MuseGlobal search server, use the Remote databases: Usage settings PowerPAC profile to: specify whether the remote database is a follow-on search database; the maximum search time and number of records to return; the authentication requirements for in-house and remote access; restrict access by patron code or IP address; and the search access points available while searching the database. See Remote Database Usage Settings for PowerPAC.