Managing Discovery source sites

When you set up your search configuration, you specify the Discovery search sources and sites that Portfolio will connect to in order to extract and index data. A Discovery search source specifies the search fields to be used by the search source, any match fields that you want to match and merge data on from multiple Discovery source sites, and the frequency with which you want to index data from this search source. A Discovery source site points to specific databases or instances on the Discovery search source where the data is extracted. It also specifies the connection information to your ILS and OPAC, and how the data from the source site should be handled, such as the catalog standard and the search pipeline.

If you are specifying source sites for an ILS, you can configure any MARC Map settings for the entire site. You can also upload documents that you want to be indexed to each source site. By default, Portfolio includes several pre-configured Discovery search sources and sites to handle ILS data, library favorites, rooms content, PDF data, DiXML data and any other MARC data sources that you define.

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If you add, edit, or remove a Discovery source site, you must refresh the Discovery search cache afterwards. Your changes are not reflected in Searching or the Admin console until you refresh the search cache. For more information about refreshing the Discovery search cache, see Refreshing the search cache.

This section explains these topics: