Transcript The Implementation and Application of CORAL

Jia Mi
Yongming Wang
VALE 2012 Annual Users’ Conference
January 5, 2012
What is ERM System
About CORAL
- Centralized Online Resources Acquisitions and Licensing
Implementation
Application
“Tools for managing the license agreements,
related administrative information, and internal
processes associated with collections of licensed
electronic resources.”
Ellen Duranceau, June 2005 issue of Against the Grain
TCNJ Library
• FTE: 6424 (mostly undergraduate)
• Library e-Collection:
- e-books (7,062)
- e-journals (63,361 unique)
- databases (93)
• Library System: Voyager
Email
Web Alerts Form/Email
Binders/Paper folders
Email
No evaluation
Folders/Voyager/PeopleSoft
Email/EBSCONET/None
Email/In person
Excel
None
Email
Email/Not recorded
Not recorded/Local File
Email/Local File
Excel/Rolodex/Email
Local file
Rolodex/Email
EBSCONET/Email
Rolodex/File
Not linked
Serials Solutions
Serials
Solutions/EBSCO EJS
Excel files
Excel/Catalogue/Not recorded
Local file/Intranet
Excel
None
Contribute/Excel
Excel
None
EBSCONET/Email
Centralized Online Resources Acquisitions and Licensing
Why we choose CORAL
- Web-based applications and functions
- Open source, free
- Technology: (Apache)/PHP/MySQL,
- Truly Modular: all five modules are both independent and
interoperable.
- Customization: implementation and application
- Support:
- Online documentation: User’s/Technical/Installation Guide
- Listserv communication (about 160 members)
- Online Live Demo
- Continuous development and bugs fixing
1.
2.
3.
4.
5.
Platform: Windows or Unix/Linux?
Technical Skills Required
Downloading the CORAL package
Installation
Customization
• (Apache)/PHP/MySQL
• Unix/Linux is preferable
• TCNJ implementation: Ubuntu Linux Server version 10.4 on Dell
PowerEdge 2900 Server. (note: remember to include GUI part when
installing Ubuntu)
• Advantages of Ubuntu:
• Open source, free
• Easy to install and maintain
• And the best is: Apache/PHP/MySQL ready to use
• Basic Unix/Linux commands (e.g. ls, cd, rm, mkdir, cp, chmod); vi
skill is a plus but not necessary
• Basic web application/Internet infrastructure (e.g. Understand
the Document Root)
• Minimum PHP/MySQL knowledge
• If you really hate command line, Ubuntu has everything GUI
• It’s called “Checkout,” by using SVN
• SVN stands for Subversion: it’s a repository system with software
versioning and revision control
• Use a SVN client. We use TortoiseSVN
• After installing TortoiseSVN, on Windows Explorer, right click and
choose SVN check out, then copy over the svn url from CORAL
website.
• Check out each module (called package, e.g. resources package)
separately.
• After checking out the CORAL package, copy the whole package to
your server under the document root
• Examples: On Ubuntu, copy coral “resources” package to
/var/www/coral/resources/; copy coral “licensing” package to
/var/www/coral/licensing/
• Two ways to install
• Web install: recommended. Run each module installation from
../coral/module-name/install/index.php
• Manual install: when web install fails
• Under the hood: run the sql script to create and populate the
database tables
• Create Users
• Due to lack of authentication module at this moment, we need to
hard-code the Login ID in user.php
• CORAL starting page (optional), called “main” package
• Application customization: later Jia’s part
Acquisition
Access
Products
Resources
Work Flow
Contacts
Account
Attachment
• Locally edit/change/add variable fields values
• Flexible: add free text for special situations
E-Resource Data
Before the ERM
After the ERM
Vendor Contacts
E-mail Folders/Intranet/
ERM
Vendor Correspondence
Paper Files/ E-mail Folders
ERM/E-mail Folders
Subscription Source
Intranet Page
ERM
User Limits
Intranet Page
ERM
Alternate Access Info
Intranet Page
ERM
Admin & Stats Access Info
TCNJ Personal Drive
ERM
Usage Reports
Excel
ERM (JR1)/Excel
Invoices
Paper Files
ERM/Binders
License Agreements
Paper Files
Paper Files, Key Components in
ERM (e.g. ILL rights)
Budget / Expense Tracking
Excel
ERM/Excel
Authentication Method
With Subscription Info (not organized)
ERM
Dynamic Reports
Not Available
ERM
Problem Logs
E-mail Folders, Word Docs
ERM
Subscription Wish List
Not Recorded
ERM
Questions ?
Jia Mi
Electronic Resources/Serials Librarian
TCNJ Library
[email protected]
Yongming Wang
Systems Librarian
TCNJ Library
[email protected]