Adding or editing a federated search source

Each search source establishes a connection to information that patrons can search. Portfolio currently supports Z39.50, Reserve, EDS, and CloudSource search types. For each search source that you create, you define the source type and the connection information to that search source. You can also set up one or more search targets for a search source. For more information, see Adding or editing a federated search target.

To add or edit a new federated search source

1. Login to the Admin console.
2. Choose Federated Search Sources.

3. Do one of these options:

   • Choose Add Source to add a new federated search source, then choose the source type from the drop-down list. For more information, see Fields: Add Federated Search Source.
   • Click the Edit option next to the federated search source that you want to edit.
4. Complete the fields, as necessary. For more information, see Fields: Add/Edit Z39.50 Source, Fields: Add/Edit Reserve Source, or Fields: Add/Edit EDS Source.
5. Choose OK to save your changes, or choose Cancel to discard your changes and return to Federated Search Sources.

Related topics 

Fields: Federated Search Sources