Transcript ABCD_Intro.ppt

ABCD
Introduction to the ABCD software
as an ISIS- and WWW-based
integrated library management tool
Overview
 Background information
 Technology overview
 Installation issues
 Modules overview
 Management and planning
Background information 1
 ABCD = Automatisación de Bibliotécas y
Centros de Documentación
 ABCD = WinISIS + KOHA
ISIS database creation and structures definition
ISIS PFT's creation with testing
ISO-2709 import/export, import from text files
and CSV with conversion tables
All main library management functions :
cataloguing, OPAC, loans, statistics, serials
management, portal, acquisitions
Background information 2
 ABCD is a BIREME initiative supported by
VLIR/UDC
 BIREME avails not only their best existing web-based ISIS
applications (SeCS, EMP, iAH) but also their experts coordinated by E. Spinak and hired G. Ascencio (Venezuela) to
contribute from her Orbital Documental products
 All BIREME ISIS-technology culminates into ABCD !
 VLIR/UDC (Flemish University Development Co-operation)
selected ABCD as preferred ILS and contributes funding and
will provide French version plus training materials + pilot
workshop through DOCBIBLAS project (E. de Smet)
Background information 3
 ABCD aims at :
Providing ISIS-users community with an
integrated library system
which is suitable also for university libraries as
per requirements of VLIR/UDC
e.g. MARC, AGRIS, METS, Z39.50, thesaurus-support
High volumes (at least up to 500K full records)
(close to) state-of-the-art functionality
Which can be(come) an alternative to KOHA c.s.
for ISIS-users building on the existing ISIS reality
Background information 4
 Planning of the development :
September 2008 : first beta version distributed
for testing at Rio ISIS3 conference, including :
Database management
Cataloguing in MARC + CEPAL structures
OPAC + Serials Management + Portal
End 2008 : full version 1.0
+ Circulation + Statistics
March 2009 : Training materials in English,
Spanish and French
Background information 5
 Planning of 1st phase users :
 University libraries in Latin-America, e.g.
 UMSS (Cochabamba, Bolivia)
 UCLV and public libraries network (Cuba)
 University libraries in Africa. e.g.
 Moi University (Eldoret, Kenya)
 Mekelle and Jimma University (Ethiopia)
 Sokoine University (Tanzania)
 Some 4 – 5 other VLIR/UDC partner universities are queuing (Suriname,
Peru, Ecuador, Mozambique)
 ... many others for sure !
 => not just a newcomer on the scene…
ABCD Technology 1
 WEB-based :
 The software runs as web-pages in a web-browser (IE, FF,
Opera, Chrome, Safari...) served by a web-server (Apache,
Xitami, IIS)
 Client-server can run on 'localhost' (127.0.0.1) on any PC
with Windows or UNIX/Linux
 Pages are written in PHP (v5.2)
E.g. HTML Editor controls can be used
 PFT's can contain all HTML codes as literals, including e.g.
JavaScripts (e.g. to create links in OPAC)
 Links are web-links (<A HREF>) and multimedia is provided
by HTML
ABCD Technology 2
 ABCD is ISIS-based :
All data are stored in ISIS-databases
Until 2009 : 'classic ISIS-technology' upgraded with
CISIS extensions, i.e. MST+XRF with 1Mb records
upto 4 Gb databases, IF with 60-character keys
From 2009 : 'seamless' migration to NBP
ISIS-Script is used for data retrieval
(C)ISIS Formatting Language is used throughout
Existing ISIS-databases and their structures can
be imported
ABCD Technology 3
 ABCD uses PHP :
 Current version 5.2
 Free OS software with large developers community and very
wide usage
 Easy installation, often together with Apache, e.g. WAMP,
XAMP, EasyPHP...
 Already offers a wealth of 'controls' (existing codes for almost
any popular function), e.g. calendar, HTML Editor etc.
 Strong links with e.g. (MySQL and) Postgres e.g. to be used
in future Loans module
 ABCD uses JavaScript and AJAX
 as part of its HTML-capabilities
 for enhanced interactivity and flexibility
ABCD Technology 4
 Client-server with 2 options :
 CGI (Common Gateway Interface) : if $url variable is defined
in config.php, this 'classic' protocol will be used to call the
wxis-server to serve ISIS-pages
Advantages : widely used, more secure
 Direct executable calling : if no $url variable is defined in
config.php, PHP will directly 'exec' the wxis-server as a call
to the OS
Advantages : (a bit) faster
Disadvantage : less secure, e.g. Windows 'cmd' needs
'executable rights' on WWW-sharing
ABCD Installation 1
 Web-server : Apache
 PHP
 Both are free OS softwares, most resp. very widely used
web-server resp. scripting engine
 Both can be installed independently or as part of packages
such as WAMP, XAMP, EasyPHP
 Apache needs PHP-modules to be included (in httpd.conf)
LoadModule php5_module "c:/wamp/bin/php/php5.2.5/php5apache2_2.dll"
 Apache needs 'Alias‘ declared in httpd.conf for :
 'abcd' for the folder \abcd\www\htdocs
 'bases' for the folder \abcd\www\bases
 ScriptAlias for the folder \abcd\www\cgi-bin
ABCD Installation 2
 If not working : open in your browser
\abcd\www\htdocs\php\test\test.php
Test on PHP installation
Test on WXIS being available, executable and
having access to users-DB
 ABCD-users can/should be created first (by
administration super-user : login 'abcd',
password 'adm') :
Create user
Link to pre-listed DBs as 1 of 4 possible levels
ABCD Installation 3
 4 user levels for added security :
System Administrator : 'access to all areas'
(superuser, be careful !!)
Database Administrator : can change, modify
read and write the given database
Database Operator : can read and write the
given database
Loans Operator : can read and write only the
Loans database
ABCD Modules 1
 Database management
Creation and modification of database structures
Internal and external database ID
Can be copied from existing WinISIS-databases or
from existing ABCD-databases
Can be created 'from scratch' with FDT, FST, FMT and
PFT-editors
Updating of created database structures
FDT, FST, FMT, PFT + record validation
Advanced search form (for cataloging) definition
Help files
ABCD Modules 2
 Database management : Utils
Initialise DB
Delete DB
Lock/unlock DB
 Help pages and translation editing
 Browsing database folder
 OPAC configuration for DB
ABCD Modules 3
 Cataloguing with main handy (!) toolbar :
Browsing MFN's
Searching by form, A-Z browser
New or copied record, Z39.50 downloading
Edit, stop edit, save or delete record
Print, tools (import/export, GMOD, locks, IF)
Help pages, Home
ABCD Modules 4
 Serials Management with SeCS module
ABCD Modules 5
 OPAC searching with iAH
ABCD Modules 6
 The ABCD interactive portal : allows
‘localisation’, news/messages
 localhost/site/admin/index.php : allows editing of
ALL elements of the ‘site’ (portal/home page),
e.g.
Which databases to search in meta-search
Which links to provide for external resources for metasearch
Which partners exist in the network with other
information resources
Communication : newsletter etc..
ABCD Modules 7 : Loans administration 1
 Configuration screen :
Identify source DB
Configure users DB
User and items types definitions
Loans policy for objects (per user/item type,
days/hours, fines, reservation conditions etc.)
Currency + calendar definition
 Users management (editing of simple
database with names, categories, etc.)
ABCD Modules 7 : Loans administration
2
 Transactions :
Loan or return :
Identification of the user by code (e.g. barcode)
Identification of the object by code (e.g. barcode)
Table display of all object in use by user with
immediate options to return
 Reports and statistics : not yet available
(expected decembe 2008)
ABCD Modules 8
 Statistics and reports : preview
ABCD Modules 9
 Acquisitions management
Not yet available, expected March 2009
ABCD : Management 1
 Timing :
Test version (beta) to be tested SeptemberDecember 2008
Loans, Statistics + Acquisition modules to be
developed by December 2008
loans/statistics : 75% ready now (September)
Acquisitions : simple 'pre-cataloguing' module will be
produced by end of 2008
Training materials (in En, Sp, Fr) to be produced
by March 2009
ABCD Management 2
 Other additional developments :
Loans module using Postgres with dynamic
coupling over LDAP to existing user-registration
systems
UMSS (Cochabamba, Bolivia) is interested to do this
French version to be produced (by DOCBIBLAS
project from VLIR/UDC)
 Arabic version ? => is being planned
...
???
ABCD Management
 Separate from ISIS co-ordination or not ?
 Communication through ISIS-list or
dedicated OS-tools ?
 Co-ordination through BIREME
Who ?
How ?
 Migration to NBP in 2009 : how, guidance ?
ABCD configuration : directory structure
 Main subfolders in /ABCD :
 apache : the Apache server software
 php : the PHP scripting software
 www : the application directory
 www-subdirectory :
 bases (see infra)
 htdocs : the ‘home folder’ for Apache
 Apache configuration : httpd.conf
 ServerRoot "/ABCD/apache“
 Listen 9090 (to use port 9090 instead of 80)
 PHPIniDir "/ABCD/php"
 DocumentRoot "/ABCD/www/htdocs“
 ScriptAlias /cgi-bin/ "/ABCD/www/cgi-bin/"
ABCD configuration (1) : config.php
 Start sequence: index.php includes config.php and calls
inicio.php, which includes homepage.php
 config.php in /htdocs is crucial file as it contains the main
‘variables’ of the system :
 $db_path="/ABCD/www/bases/";
 Also : paths for images, wxis-server and scripts
 $lang="en";
 $lang_db="en";
 $wxisUrl=""; //"http://localhost:90/wxis/wxis.exe";
 $institution_name="BIREME in co-operation with VLIR/UOS";
 $distributor_url="www.ua.ac.be";
 inicio.php and homepage.php create the visible pages
ABCD configuration (2) :
 header.php : rather standard => don’t
change
 footer.php : version and year information
 the use of CSS :
php/styles : basic.css
php/css : layout.css, styles.css and
template.css
But : many other CSS for other modules still to
be made homogenous for non-beta version …
ABCD configuration (3) : databases
 The folder ‘www/bases’ is the default
database-folder for ABCD
 A subdirectory ‘PAR’ contains the
parameter-files for all databases
E.g. ‘users.par’ :
users.*=/ABCD/www/bases/users/data/users.*
In case of ‘exe’ (not cgi) setup : environment
variable %path_database% can be used, e.g.
dblil.*=%path_database%dblil/data/dblil.*
ABCD configuration (4) : databases
 Each database has the following directorystructure :
pfts : for each language-subdirectory PFT’s and TAB’s
def : for each language-subdirectory FDT’s and TAB’s
data : the MST/XRF/IFP files
cnv : for conversion files
ayudas : for help files (for each DB in each language)
 bases.dat (in /bases) : text-file with
internal/external names
E.g. marc|Marc catalogue
 lang.tab : text-file with language codes
ABCD configuration : names, logo’s etc.
 Index.php <div header class> header presents heading
names :
 <div class="institutionalInfo">
<h1>BIREME - Centro Latino Americano e do Caribe de Informação
em Ciências da Saúde</h1>
<h2>ABCD</h2>
</div>
 E.g. for main OPAC-portal page :
C:\ABCD\www\bases\site\html\en\bvs.html: contains
reference to logo’s
 E.g. main logo left :
<img src="/img/logovliruos.png“ …
 E.g. logo’s to UN-bodies right :
<img src="../image/public/skins/classic/en/logoOpas.gif" alt="BIREME
| PAHO | WHO logo"/>
ABCD main pages
 Supposing : localhost:90
 Cataloguing : http://localhost:90/index.php
Loans : idem, login as ‘Loans administrator’
 Portal with OPAC :
http://localhost:90/site/(php/)index.php
 Portal CMS :
http://localhost:90/site/admin/index.php
 Serials Control :
http://localhost:90/secs-web/index.php
ABCD test passwords
 administration of ABCD portal :
 http://localhost:90/site/admin/
 user: adm
 pass: x
 SeCS-Web :
 http://localhost:90/secs-web/
 administrador: admsecs/ADM
 ABCD : cataloguing + Loans
 http://localhost:90/
 administrador abcd / adm
ABCD users management
 Before everything else : create your own
administrator login and password and
delete the default one.
Start from : ‘Data Entry’ (cataloguing)
 Each user needs to get assigned all
databases to get access to !
 For each database : access level
(administrator/db admin/db operator/loans
operator) needs to be defined!
The extended FDT of ABCD (1)
 Row
 Type :
Field or Group (=repeatable field with subfields)
Fixed Field
MARC fixed field and leader
Line or heading
 Tag
 Name/title of field
The extended FDT of ABCD (2)
 I : Identifier field : the field to be used for
listing the records in the A->Z list
Only one can be identified as such
 Repeatable
 Subfield delimiters
 Pre-literals : punctuation to replace
subfield-delimiters in data-entry
 Input type : all HTML types + table, date,
password, upload file
The extended FDT of ABCD (3)
 Picklist definition :
Type : DB, Thesaurus or table
Name (of DB, thesaurus or table)
Prefix : used to identify index-section
Browse : details of external picklist
Display format : PFT to show items in picklist, can be
external PFT (with @), e.g. with ‘select…. endsel’
series to adjust to different fieldtags
Extract as format : PFT to define what to enter
Default value
Help page for use with this entry
Definition of the FST
Creation of PFT’s
Definition of validation rules