Transcript CUFTS: Open Source ERM and More

CUFTS: Open-Source ERMS
Andy Perry and Bill Drew
SUNY New Paltz
Tompkins Cortland Community College
What is it?
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Open source serials management
Alternative to commercial solutions
Electronic resource management
Public A-Z list of journals
Open url/DOI link resolving (GODOT)
Overlap reports
MARC record management and output
About CUFTS
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Developed at Simon Fraser University (Canada).
Central instance hosting over 30 libraries at SFU
Many instances installed world-wide
Libraries can join the hosted central instance for a
reasonable fee or download and install the system locally
for free as open source DIY.
• Designed to host multiple libraries as separate “sites”.
• CUFTS is based on perl and PostgreSQL on linux. Ubuntu
is preferred over Red Hat.
• I have no idea what the acronym stands for!
CUFTS Features
• All the services driven by a knowledge base of e-resources
and titles belonging to those e-resources.
• Knowledge Base now contains 464 resources and almost
586,000 title records, updated monthly, and distributed by the
central SFU instance.
• Each CUFTS library sharing an instance has its own “Local
Resources”
– Point to a global resource in the knowledge base
– Can be unique to the library and not part of the knowledge base
– Can include print resources
Different sites share one instance
CUFTS Local Resources
• Site Specific
• Easy to “activate” resources from the Knowledge
Base.
– Title lists maintained automatically as KB is updated
• Partial subscriptions like ScienceDirect are handled
by activating specific titles or by batch load of issn’s
to match the Knowledge Base
• Can include print subscription information
• Can load title lists for resources not in the Global KB
Example of Partial Title Activation Load
issn
10766332
10621458
00014575
09652302
01559982
09598022
03613682
00945765
17427061
00651281
13596454
02529602
09567151
…
License Information Linked to “Local Resources”
Lots of Perl scripts
“update_cjdb.pl” builds A-Z list
“title_list_updater.pl updates KB if a new
resource is added
I haven’t tried all of them!
CJDB—CUFTS A-Z List
• Provides public access to e-journals
• Derived from “local resources” in CUFTS
• Highly customizable—template editor part of
CUFTS
• Also features user accounts and user tagging
• Indexing not real time—need to run
update_cjdb.pl script when adding a new
resource
Very Basic Public A-Z List
Title display
SFU’s
Nicely
Tricked out
Customized
A-Z list
E-Resource Comparison
cufts2marc
• Public version available at
http://lib-cufts.lib.sfu.ca/CUFTS/cufts2marc-list.cgi
• Outputs MARC or XML for titles in e-resource
aggregations
• Options for mapping holdings data to 500-599 tag
(could be further manipulated to MARC holding tag)
• Free option for adding bibliographic records for eresources for ILS or for adding level 2-3 holdings in
OCLC
Cufts2marc Form: mapping e-journal holdings
Journal Authority—shows availability of
specific title by aggregator
“Researcher”
includes a
suite of open
source library
systems
The Big Questions and Issues
• CUFTS is a big system. It scales more effectively for a consortium
than for an individual library.
– More libraries mean a better Knowledge Base
– Learning/implementing all the functions and scripts
• How to make it fit with a partial implementation of Serials Solutions
360 Core and 360 Link.
– 2 knowledge bases, 2 title lists
– Activation or cancellation of e-resources in 2 systems
– Not an accounting system
• Once the data is all there, how do we use it effectively and get rid
of the other spreadsheets and shadow systems. They’re all still
there!
• What reports will be useful?
• Best as a regional solution.
Stranack, K. (2006, November). CUFTS: An Open Source Alternative for Serials
Management. Serials Librarian, 51(2), 29-39. Retrieved October 8, 2008, from
Library, Information Science & Technology Abstracts database.
Questions?/ Thank you!
Bill Drew [email protected]
Andy Perry [email protected]