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Sep 9 Sep 9 th th , 2009 , 2009 IGeLU 2009 - Helsinki IGeLU 2009 - Helsinki 1 Consortial Consortial SFX SFX Common Gain ... Common Gain ... and Common Pain and Common Pain Dr. Mathias Kratzer Bavarian State Library, Munich (Germany) - Bavarian Library Network (BVB) Head Office -

Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

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Consortial SFX Common Gain ... and Common Pain. Dr. Mathias Kratzer Bavarian State Library, Munich (Germany) - Bavarian Library Network (BVB) Head Office -. Where is. Helsinki. ... Bavaria?. sfx.bib-bvb.de. 17 universities of appl. sciences 10 universities 1 Bavarian State Library - PowerPoint PPT Presentation

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Page 1: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 11

Consortial SFXConsortial SFXCommon Gain ...Common Gain ...

and Common Painand Common PainDr. Mathias Kratzer

Bavarian State Library, Munich (Germany)- Bavarian Library Network (BVB) Head Office -

Page 2: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 22

Where is ...Where is ...

Helsinki

Page 3: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 33

... Bavaria?... Bavaria?

Page 4: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 44

sfx.bib-bvb.desfx.bib-bvb.de

17 universities of appl. sciences

10 universities

1 Bavarian State Library

1 shared / “guest”

instance__________________________

29 productive instances

running on one server

Page 5: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 55

4 8 15 16 23 424 8 15 16 23 42

2003-03-28:2003-03-28: installation of SFX2 by ExL 2003-11-05:2003-11-05: start of production with SFX2 2005-07-01:2005-07-01: start of migration to SFX3 2005-12-12:2005-12-12: switch of live system to SFX3 2008-11-14:2008-11-14: move into Solaris 10 zone on

Sun Fire V1280, 8+4 UltraSPARC III CPUs, 48 GB RAM, 380 GB Disk Space

2008:2008: first instance broke the 2 Mrpy2 Mrpy limit

Page 6: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 66

Consortia Model Consortia Model 22

shared instance

instance of Library A

instance of Library B

SFX menuservice B1

service B2

service S1

service S2

SFX menuservice A1

service A2

service S1

service S2

service A3 2

3

1

4

OpenURL

Cons

ortia

Cons

ortia

API

API

Consortia

Consortia

APIAPI

Page 7: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 77

Central AdminsCentral Admins

2 people at ~ 60% of their time take care of KB and software (general

monitoring, applying monthly revisions) develop and provide consortia services

(update activations for mostmost e-journals & consortially acquiredconsortially acquired e-books, create and configure targets on shared instance etc.)

co-ordinate contact to popularpopular sources train local administrators

Page 8: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 88

Local AdminsLocal Admins

0 - 4 contact persons from each library conceptual design of the SFX menu (what

services, colloquial display logic, …) graphical design of specific menu layout end user training & 1st level support (de-)activation of aggregator sub-targetsaggregator sub-targets (de-)activation of locallylocally acquiredacquired e-books contact to sources of only localonly local interest

Page 9: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 99

From Our PolicyFrom Our Policy

UNIX access is restricted to Central Admins. Certain sections of the SFX Admin Center

(e.g., Administrator Tools and Submission of SIs) are restricted to Central Admins.

Statistics data are moved from online to offline tables every night before a workday.

Statistics data are moved from offline tables to archive files every March.

E-journal activations are updated quarterly.

Page 10: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 1010

EZBEZB

hosted by University Library of Regensburg back end: central database for cooperative cooperative

cataloguing of e-journals and subscriptionscataloguing of e-journals and subscriptions also open for freely available e-journals very strong support for consortia

front end: end-user interface for searching searching and browsing in a library-specific viewand browsing in a library-specific view conceptually quite similar to SFX’ A-Z List famous for its traffic light icons:

Page 11: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 1111

SFX Reloaded 1SFX Reloaded 1

exports dataexports data(quarterly)(quarterly)

EZBEZBcorrectscorrects

erroneous dataerroneous data

Datensplitting

Verbund-Verbund-zentralezentrale

Fehlerevaluation

Targetauswahl

28 lokale28 lokaleInstanzenInstanzenLaden der Daten

additions & changes toadditions & changes tothe SFX KnowledgeBasethe SFX KnowledgeBase

Ex LibrisEx Libris

map to targetsmap to targets

CentralCentralAdminsAdmins

update & evaluateupdate & evaluate

verify/edit(?) theverify/edit(?) the

LocalLocalAdminsAdmins

““DataLoaderTable”DataLoaderTable”

via CRM???

automatic workflow in development!

Page 12: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 1212

SFX Reloaded 2SFX Reloaded 2

workflow and programs developed by BVB Head Office (uses Perl, sh, and MS-EXCEL)

avoids double maintenanceavoids double maintenance of e-journal subscriptions in EZB and SFXin EZB and SFX

core components: Perl hash mapping host and domain names

to targets or to interfaces (only if inevitable) DataLoaderTableDataLoaderTable, an EXCEL sheet readable

by humans and parseable by a Perl script

Page 13: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 1313

DataLoaderTable DataLoaderTable 11

input files are pairwise disjointpairwise disjoint parts of the EZB export file: titles mapped to the same target

each table row is converted to a sh-script linesh-script line: „run batch version of DataLoader on input file for the following target service(s)...“

input file target service + target service ...

AAA-getFT2load.txt TGT_A-getFullTxt ...

BBB-getFT2load.txt TGT_B-getFullTxt ...

CCC-getAB2load.txtIFC_C_COMPLETE-getAbstract

...

Page 14: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 1414

DataLoaderTable DataLoaderTable 22

input files are maximal disjoint partsmaximal disjoint parts of the EZB export file: titles covered by the same set of interface subtargets

decision for one set is stored for next quarterstored for next quarter! What if monthly revision brings IFC_X_F, …???

Eingabedatei Targetservice + Targetservice + Targetservice ...

X_AB-getFT2load IFC_X_A-getFullTxt IFC_X_B-getFullTxt ...

X_BCD-getFT2load IFC_X_B-getFullTxt IFC_X_C-getFullTxt IFC_X_D-getFullTxt ...

X_CDE-getFT2load IFC_X_C-getFullTxt IFC_X_D-getFullTxt IFC_X_E-getFullTxt ...

Page 15: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 1515

Some furtherSome further

central development of shared Source Parsersshared Source Parsers (e.g. BVB’s library

information portal Gateway Bayern) shared Target Parsersshared Target Parsers (e.g. ILL, eBooks

on Demand, Manuscripta Mediaevalia, …) even libraries with few human libraries with few human

resourcesresources can offer SFX to their users and rely on centrally managed default configurations central expertise in 1st level support

Page 16: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 1616

One further bigOne further big

Admin Center Only Configurations Display logic rules:Display logic rules: no more symbolically

linked default set since migration to SFX3 TranslationTranslation of certain standard phrases

like “Full Text For Related Object” since introduction of simplified menu templates

Want to fix an incorrect Parse Paramfix an incorrect Parse Param? – Takes 5 mouse clicks for a single instance but in a consortium like ours: 145(!)

Page 17: Dr. Mathias Kratzer Bavarian State Library, Munich (Germany)

Sep 9Sep 9thth, 2009, 2009 IGeLU 2009 - HelsinkiIGeLU 2009 - Helsinki 1717

Thank you ...Thank you ...

... for your attention and/or patience!

Feel free to contact us: [email protected]