how to configure procite 5.0 to search and import records from the UNC OPAC

Issues: Call numbers are not imported into Procite correctly. As far as I can tell, this stems from the way the catalog stores holdings information separately from the MARC bibliographic record, and complications with having multiple call numbers for books that are held in more than one UNC library.

How I got here: Procite and Endnote are similar, so I looked in the Endnote connection file (.enz) made available by the library to extract the necessary information for configuring Procite. Perhaps the solution to the call number is buried in there, too, but I have run out of time and patience for this today.

1. Choose Tools –> Internet Search
2. Click on the Hosts button
3. Click Configure Hosts
4. Click New Host
5. Fill in the following values in the window that pops up:
   Host name: UNC Chapel Hill
   Domain name or IP address: afton.lib.unc.edu
   Port number: 210
   Library type: Academic
   Location: USA
   URL: webcat.lib.unc.edu
   Leave the rest blank. It should look like this:
   

6. Click OK
7. A new Database Properties window will pop up, for you must now enter information about the database that will be searched.
8. Fill in all the fields as shown below:
   

9. Click OK
10. If you are asked whether you want to add another database, click No
11. In the Configure Hosts window, select Library Catalog under UNC Chapel Hill and click Proxy Server. Make sure “Not using a proxy server” is selected beneath “Proxy protocol.”
12. In the Configure Hosts window, select UNC Chapel Hill and click Proxy Server. Make sure “Not using a proxy server” is selected beneath “Proxy protocol.”
13. In the Configure Hosts window, select Library Catalog under UNC Chapel Hill and click Test Host.
14. Hopefully you will get a window with a message at the bottom that reads “SUCCESS”
15. You should now be able to search the catalog and import records from it into your Procite databases.
16. If you do not have a SUCCESS message, make sure you’ve entered all your values right. If all your values were entered correctly and it is not working, try back later–the catalog itself might be having a problem. If those don’t work, I’m at a loss.