Skip to main content
Support - EBSCO Help

SirsiDynix for OTS and Self-Checkout

See the following chart for the current status for your ILS service:

  ILS Real-time status with OTS? Example with NoveList Select
SirsiDynix Symphony Yes Enterprise (Coming Soon)
eLibrary (Coming Soon)
Horizon Yes HIP (Coming Soon)
Enterprise

Information needed for OTS Setup

The information needed to enable On the Shelf (OTS) depends on your ILS backend.  Please review the list provided for your library’s ILS and send the information requested to novelistselectsupport@ebsco.com with a subject of “OTS Configuration - <your ILS> - <your library name>.”

Symphony
  • The client ID of the Symphony API
  • Web service URL (example: https://sdws01.sirsidynix.net/mylibrary)
  • Request that SirsiDynix ensures that the web service is enabled and that the client ID has access
  • The ILS export specified below.
    • You will want to send us regular replacement exports (we suggest monthly).
    • Your system may have the functionality to automate the export send and notification email needed.
    • If your library has been regularly sending us exports of ISBNs for filtering your catalog to only held titles for NoveList Select, this new export should replace that one and you will not need to send us two different export formats.
Horizon
  • The client ID of the Horizon API
  • Web service URL (example: http://ipac.mylibrary.org)
  • Request that SirsiDynix ensures that the web service is enabled and that the client ID has access
  • The ILS export specified below.
    • You will want to send us regular replacement exports (we suggest monthly).
    • Your system may have the functionality to automate the export send and notification email needed.
    • If your library has been regularly sending us exports of ISBNs for filtering your catalog to only held titles for NoveList Select, this new export should replace that one and you will not need to send us two different export formats.
ILS Export for OTS and Self-Checkout Integration

A unique local collection export is required for configuration of On The Shelf (OTS) and integration with your self-checkout machine. We are working with ILS vendors to provide our mutual customers with step-by-step instructions for getting this export.  Instructions, as available, can be found below. 

We can also work with a manually sent full MARC export if you have trouble.  If going this route, we will need to know which MARC fields contain the Item ID, Item CallNo, and BibRecordID.

In order to configure these features, please provide an export that contains:

  • ISBN (in 13-digit form, if possible)
  • Item ID (may also be referred to as barcode id or inventory id)
  • Item CallNo (call number)
  • BibRecord ID (may be referred to as control number or control identifier)
  • Title

Export specifications:

  1. You will want your export to be in the order above and to include a header, using the with values "isbn," "itemid," "bibrecordcallno," "bibrecordid," and "title" (do not include quotation marks).  If you cannot export in the above order, the header will allow us to process the file.
  2. The file should be tab delimited (other characters could be in the title field and interfere with processing).
  3. Make sure you get a record for every ISBN in the Bib Record and all of the Item IDs that map to those ISBNs.  For example, a book record with 2 distinct ISBNs for which there are 5 items (5 Item IDs), should result in 10 export records.
  4. ISBNs should be in 13-digit format.  If this is not possible, we can handle the conversion and remove the duplicates.
  5. It is expected that certain fields, such as ISBN or Item ID, will be repeated in your export.
  6. You can omit any Item ID that does not have an ISBN associated with it.
  7. You may have records where Call Number is an empty field.  You can leave this field empty or mark as "null."
  8. Only include one ISBN/Item ID per line.
  9. In your export, please include both MARC fields 020$a and 020$z.
  10. The BibRecord ID field allows patrons to place holds.

Sample Export:

Once you have your export, send our Support Team an email at NoveListSelectSupport@ebsco.com and we will send you instructions on how to get the file to us for processing. If you have questions about this export, please contact our Support Team.  If you need assistance generating your export, please contact your ILS.

Symphony

SirsiDynix has built-in a report available for any Symphony site on 3.4.1 sp4 or later.  You will also need to download this patch as revisions are needed for the initial export.  Failure to do so will lead to an export we cannot use.  You can access the report called "Export Brief Holdings" by going to the Reports tab, and clicking on the E-Library tab. Once there, you can qualify the records that need to be considered, name the export file, and enter the info on the FTP server where the file will be placed. 

Alternatively, we can work with a full MARC export sent via FTP to us, along with the MARC fields that hold the following data:

  1. Item ID (may also be referred to as barcode id or inventory id)
  2. Item CallNo (call number)
  3. BibRecord ID (may be referred to as control number or control identifier)
Horizon

SirsiDynix Horizon customers currently have two options for exporting the ISBN file.

There is a SQL script called “EBSCO Novelist Select ISBN list from Horizon” which is available on the Horizon Development Portal at https://support.sirsidynix.com/dev/contrib/53081.  If you do not have access to the Support portal, please ask your System Administrator to grant you access or you can contact SirsiDynix support for help.  The NoveList Select Support team can also pass this script along to you.  This script has been used by other customers to generate the needed export.  Once you have the export, please FTP it to us for processing.  If you have not already received FTP instructions from NoveList, please contact us at NoveListSelectSupport@ebsco.com.

Alternatively, there is a Perl script called “3M NoveList Select Export and Upload,” which is available on the Horizon Development Portal. This script will work regardless of what self-checkout vendor you use. This script will handle the export, as well as the sending of the file and notification email to us.  This file will require some familiarity with Perl, but only a few edits will be needed.  Several of these edits, such as file name, email notification information, and FTP folder destination, will be obvious.  There will also be a custom column used to remove inactive items which are not present in your system.  There is a comment in the code pointing this out.  If you struggle with the Perl script, please try the SQL script mentioned above.