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Metadata Integrations


A guide to configuring the SimplyE Circulation Manager to provide NoveList Select Recommendations in SimplyE as well as the Metadata Wrangler Read-alikes

Why NoveList Select

NoveList Select is a popular service from EBSCO that libraries use to augment their collection discovery by providing recommendations to users. These recommendations are algorithmically determined based on an array of factors. SimplyE already provides lists of other titles in a library's collection that are in the same series or by the same author or authors but NoveList provides linkages to titles and works by others authors and similar items in a library's collection that are less obvious.

How does NoveList work with SimplyE?

SimplyE piggybacks off your current NoveList Select subscription through the NoveList API. You will need to have an existing subscription to NoveList. If you do not have one already, you can contact EBSCO at NoveListSelectSupport@ebsco.com to start a subscription.
Before NoveList Select can provide meaningful recommendations, you will need to let NoveList know what books you have in your collection. In order to configure NoveList, they will need an export of your collection listing 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

NoveList export specifications

  1. You will want your export to be in the order above and to include a header, using the values "isbn," "itemid," "bibrecordcallno," "bibrecordid," and "title" (do not include quotation marks). If you cannot export in the above order, the header will allow NoveList to process the file.
  2. The file should be tab delimited (other characters could be in the title field and interfere with processing), with one record on each line.
  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.ISBNs should be in 13-digit format. If this is not possible, we can handle the conversion and remove the duplicates.
  4. It is expected that certain fields, such as ISBN or Item ID, will be repeated in your export.
  5. You can omit any Item ID that does not have an ISBN associated with it.
  6. You may have records where Call Number is an empty field. You can leave this field empty or mark as "null."
  7. Only include one ISBN/Item ID per line.
  8. In your export, please include both MARC fields 020$a and 020$z.
  9. The BibRecord ID field allows patrons to place holds.
  10. Once you have your export, send the NoveList Support Team an email at NoveListSelectSupport@ebsco.com and NoveList will send you instructions on how to get the file to them for processing. Please include your library or organization name in the export file name.

If you have questions about this export, please contact the NoveList Support Team. If you need assistance generating your export, please contact your ILS provider. Sample Export:

Alternative method

Alternatively, NoveList can work with a full MARC export manually sent via FTP, if you are unable to generate the above export from your catalog. With the MARC export you will need to include MARC fields that hold the following data:

  • 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)
  • Please include your library or organization name in the MARC export file name.

Specific instructions for your ILS can be found on NoveList's website at {+}https://help.ebsco.com/interfaces/NoveList_Products/NoveList_Products_-_Administration_Guide/ILS_Export_for_NoveList_Products_and_Features+

Configuring SimplyE Circulation Manager with NoveList Select.

Once you have SimplyE Circulation Manager installed you can use the SimplyE Admin Interface to configure NoveList Select recommendations for your library.

Step 1. Open a web browser and open your circulation manager admin interface. This is your circulation manager URL with "/admin" at the end, e.g. https://circulation.libraryname-state.org/admin

Step 2Select Configuration on the top right to enter the Configuration Manager portion of the Admin interface.

Step 3Select Metadata from the menu on the left and select Create a new metadata service

From the Protocol drop-down field select NoveList API

Step 4

  • Name your new integration,
  • Enter your profile ID
  • Enter your API password.

    * These will be provided by NoveList.
  • Select your library under Add Library from the menu, and click Add.
  • Click Submit.

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