1.  Add the thesaurus database to the WebZ system by following the procedure outlined in the topic, Configuring Access to Databases and Servers, with the following exceptions and special notes.

1. When creating the thesaurus database's configuration file, note the following:

2. Do not add the thesaurus database to topic areas or Quick Search Topics (step 5 in Configuring Access to Databases and Servers).

1. Add a reference to the database's thesaurus in the [database] section:

ThesaurusDbName = name of thesaurus database

where name of thesaurus database is equal to the dbName variable in the [database] section of the thesaurus's database configuration file.

2. If the database supports component postings (the ability to obtain a count of the number of records that satisfy a search), add this line to the [database] section:

   Component Postings = true

3. Add a new section to the file, as follows, to specify parameters for building the term list from the database:

[TermFinder]
TermListSearchIndex = indexname
SampleSize = n
TermFinderSearchIndex = indexname
UseAdjacencyInTFSearch = true OR false

where:

• TermFinderSearchIndex is the name of the index to use to conduct a term finder search of the thesaurus from the Term Finder screen. This must be an index defined in the database configuration file.
• SampleSize is the number of records to retrieve from the database to create a term list when the term list is generated from a term finder search of the database rather than its thesaurus database. The default is 15.
• TermFinderSearchIndex is the name of the index to use to conduct a term finder search of the database from the Term Finder screen. This must be an index defined in the database configuration file.
• UseAdjacencyInTFSearch is a flag that indicates that the term finder search should be an adjacency search of the TermFinderSearch index. Set this flag to true if the TermFinderSearchIndex is a "words-type" search and the remote server does not support "with" syntax in searches.

4. Add a line in the [formats] section for the formatting configuration file that contains a display specification for formatting the term list when it comes from the database. The example below references FSMarcRTLFormat.ini, which can probably be used with minor modifications for most FirstSearch databases:

   termlist = format/obiv1/FSMarcRTLFormat.ini
   
   

   Another formatting configuration file that works well for many other citation and catalog-type databases is <WebZ_root>/format/obiv1/MarcRTLFormat.ini. See Term List Formatting Configuration Files for more information.

3.  If the site uses WebZ's Access component to manage patron access to the system, add the thesaurus database to the dbs and userdb tables in the Access database (<WebZ_root>/msqldb/accessdb).

4.  Check your interface style files to make sure that the search screen (<WebZ_root>/htdocs/obiv1/html/search.html in the WebZ Out-of-the-Box Interface (OBI), version 1) allows patrons to access the Term Finder screen.

For example, if you use the SearchTabbar gadget (ORG.oclc.gadgets.SearchTabbar) to add tabs to the search screen, add the following line to the [TabBar] section of the interface style file:

termfinder = database

6.  Ensure that the interface display gadgets formatting file(s) used (<WebZ_root>/ini/interface/obiv1/frameDisplayGadgets.ini and noframeDisplayGadgets.ini in the OBI, version 1) contain references to the display gadgets used for the term list and thesaurus tree screens.

In the OBI, version 1, these gadgets are ORG.oclc.gadgets.TermListDisplay and ORG.oclc.gadgets.ThesTreeDisplay, respectively, and their sections in the interface display gadgets files are as follows:

[TermListDisplay]
gadget = ORG.oclc.gadgets.TermListDisplay
fmt = termlist
dataWrapper = termlistHtml
tempdb = true

[ThesTreeDisplay]
gadget = ORG.oclc.gadgets.ThesTreeDisplay
fmt = thestree
tempdb = true

The dataWrapper specification for the [termlistHtml] section referenced in [TermListDisplay] is:

[termListHtml]

sectionheader <tr><td colspan="3" valign="middle" align="left">\n
sectiontrailer = </td></tr>\n

rowstart = <tr>\n<td valign="middle"align="left"> \                
&StyleTable.fonts.smallRecordText;
betweenrows = </font></td>\n</tr>\n<tr>\n \
<td colspan="2" align="left"> &nbsp;</td>\n<td>
betweencolumns = </td>\n<td align="left"> \
&StyleTable.fonts.defaultRecordText;
rowend = </td>\n</tr>\n
lineBreak = \n<br>
ThesaurusUsedForBeforeLabel = <table>\n<tr>\n<td valign="top"> \ 
 \n&StyleTable.fonts.smallRecordText;<i>
ThesaurusUsedForAfterLabel = : </i></td>\n<td> \
&StyleTable.fonts.smallRecordText;
ThesaurusUsedForSeparator = ;&nbsp;
ThesaurusUsedForTrailer = </font></td>\n</tr>\n</table>/n

And the dataWrapper specification for the [ThesTreeDisplay] section ([thestree]) is:

[thesaurusHtml]
ThesaurusUsedForBeforeLabel = <tr><td>&nbsp;</td>\n<td valign="top"> \ 
\n&StyleTable.fonts.smallRecordText
;<i>
ThesaurusUsedForAfterLabel = : </i>&StyleTable.fonts.smallRecordText;
ThesaurusUsedForSeparator = ;&nbsp;
ThesaurusUsedForTrailer = </font></td>\n</tr></tr>\n</table>/n

For more information about the role of interface display gadget files in formatting, see Display Formatting Configuration Files.

7.  Modify the formatting configuration files for displaying a term list from the database, displaying a term list from the database's thesaurus, and displaying a thesaurus tree, as needed.

You should generally only have to modify the field specifications so that they refer to the correct fields and/or subfields.

See Term List Formatting Configuration Files and Thesaurus Formatting Configuration Files for information about these files and Formatting Specifications for more general information about WebZ's rules-based formatting.