MetaLib Setup

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MetaLib Set-up Customization Cal State
University Training March 12-14, 2003 Karen
Groves karen.groves_at_exlibris-usa.com
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Getting Started with MetaLib

• Configure user interface
• Configure management interface
• Localize CKB resources
• Add additional resources
• Customize as required or desired

3
User Interface

• Every institution or institution-division can
  have its own user interface
• You can achieve separate user interfaces two
  ways
• Separate instances (insNN) for each institution
  or institution-division
• Different user interfaces within the same instance

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User Interface Instances

• Every institution or division can have its own
  user interface
• Each interface is a separate library called insNN
  (ins01)
• To access instance
• gtgt dlib ins01
• Each instance includes HTML files, tables, and
  icons used in the user interface

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InsNN Directory Tree
ins01
www_v_eng
icon_eng
tab
www_v_fre
icon_fre
form_eng
form_fre
tab_source_group
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User Interface Instances

• tab_institute_division defines which instance
  will be presented
• gtgt dlib vir00
• gtgt dt
• gtgt vi tab_institute_division

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tab_institute_division
Col. 1 - Col. 2 - Col. 3- Institution
Division Instance
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tab_institute_division
Col. 4 flag for Login to Home/My resources
Col. 5 Gif to replace MetaLib gif
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Creating different interfaces within one instance

• It is possible to set up different interfaces
  within one instance
• Recommended if the only differences are
• a different institutional/division gif
• a different Resource Category list
• a different HOME page

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Creating different interfaces within one instance

• Different interfaces are possible because
• HTML files in www_v_eng can have an institution
  or institution-division suffix
• filename-institution-division
• filename-institution
• filename
• filename-institution-guest

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Creating different interfaces within one instance

• Every institution and division can have its own
  gif to replace MetaLibs main gif
• This is defined in the 5th column of
  tab_institute_division

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Creating different interfaces within one instance

• Each institution and division can define virtual
  groups of resource categories to display in the
  user interface
• Defined in tab_source_group (ins01/tab)
• tab_source_group_institution_division
• tab_source_group_institution
• tab_source_group

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Resource Categories

• Defined by the institution
• Categories may be arranged in a hierarchy of main
  and sub categories
• Humanities
• - Archeology
• - History
• - Languages

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Resource Categories

• Resource category groups are created in
  tab_source_group
• gtgt dlib ins01
• gtgt dt
• gtgt vi tab_source_group

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tab_source_group
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HTML Files
Display of resource category groups is defined in
HTML file source-categories-include gtgt
dlib insNN gtgt dr gtgt cd www_v_eng gtgt vi
source-categories-include
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source-categories-include
Resource category groups are defined as
follows ltoption valuehumanities
0200-Shumanitiesgt Humanities
lt/optiongt ltoption valuearcheology
0200-Sarcheologygt -archeologylt/optiongt ltoption
valuehistory 0200-Shistorygt -historylt/opti
ongt ltoption valuelanguages 0200-Slanguagesgt
-languageslt/optiongt The value and 0200-S
parameters must match the 1st line of
tab_source_group
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Creating New Resource Categories

• Define the category in the management interface
  by adding it to category-include and
  find-category-include
• gtgt wm
• gtgt vi category-include
• gtgt vi find-category-include
• Note divisions resource categories must be
  subset of institutions resource categories
• Add at least one resource to the category

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Creating New Resource Categories

• Create resource category groups in table
  tab_source_group
• gtgt dlib ins01
• gtgt dt
• gtgt vi tab_source_group
• Define the display of the resource category
  groups in source-categories-include
• gtgt wv1
• gtgt vi source-categories-include
• Restart www_server
• gtgt start_w

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Login Screens

Table tab_institute_division If the flag is set
to Y - users will access My Resource List If
the flag is set to N - the user will access the
HOME page
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Login Screen

• The institutions login screen is presented,
  based on a known IP
• Default login screen is presented for an unknown
  IP
• MetaLib link-to syntax enables linking from the
  institutions Web site or another application
• By-pass MetaLib login screen and link to the
  appropriate user interface
• MetaLib link-to syntax enables deep linking
  directly to various MetaLib functions

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MetaLibs Link-to Syntax

• Users can bypass the login page and login
  automatically as guest users
• User ID, password and institution can also be
  defined in the link-to syntax
• The parameters are
• BOR_IDltuser idgt
• VERIFICATIONltuser passwordgt
• INSTITUTEltUSER INSTITUTIONgt

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MetaLibs Link-to Syntax
Example Defining user ID, password and
institution in MetaLibs link-to
syntax http//lthostportgt/V?bor_idltuser
idgtpasswordltuser pwgtinstituteltUSER
INSTITUTIONgt
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MetaLibs Link-to Syntax
Example Logging directly into the search screen
with Biology resources http//10.2.235.438992/V
?bor_id12345 password67890instituteEXLIBRIS
funcsource-categorylist_typeSEARCH-IRD groupb
iology
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Guest User Interfaces

• A different interface can be assigned to
  unaffiliated guest users
• Done by using -guest extension to any HTML page
• If such a file is not available, the standard
  file is used

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Default Users

• A default user can be created for
• institution
• institution-division
• institution-division-user group
• It is possible to define a default resource list
  for each user

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Creating a Default User

• Create a new user with a User ID that begins with
  DEFAULT-
• Example To set up user for
• Institution exlibris
• Division medicine
• User id DEFAULT-exlibris-medicine
• Login as Default User
• Create MY RESOURCE LIST for Default User

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Creating a Default User

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Alerts

• Users can create alerts from their searches

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Alerts

• User specifies alert parameters

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Alerts

• The system saves the query, resources to search
  and number of hits per resource
• Alerts are executed via UTIL-K
• Should be run daily

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Alerts

• The Alerts procedure sends the query to the
  resources at intervals specified by the user, and
  sends the user a report

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SFX Setup

• Link to SFX instance (tab_institute)
• Link to SFX admin (wm banner-1)
• SFX Gif v-sfx.gif

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tab_institute
SFX instance address
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Getting Started with MetaLib

• Configure user interface
• Configure management interface
• Localize CKB resources
• Add additional resources
• Customize as required or desired

36
Management Interface Authorizations
SUPER-USER allowed to create and modify IRDs,
configurations, users for all institutions Instit
utional user - allowed to create and modify IRDs,
configurations, users for his own institution
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Include Files The Issue

• Include files are the files in which the
  pull-down menus are stored
• In the Management interface we have include files
  for several types of information including
• institution, division, user-group, resource
  categories and types
• In MetaLib Enterprise several institutions share
  the same management interface. Most institutions
  will have their own values for these types of
  information
• How does this work?

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Include Files Per Institution

• In principle, each institution will have its own
  include file
• This is done by adding the name of the
  institution as an extension to the include
  filename
• category-include-institutiona
• Super-users may have their own include files
• category-include-super-user

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Include Files

• Pull-down menu lists in the management interface
  are defined in include files
• institution, division, user-group, resource
  categories and types
• Include files are used in the following main
  functions
• IRD cataloging forms
• User update
• FIND resource

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Include Files IRD Cataloging Form

• When a new IRD is created, it does not yet have
  an institution
• The list of institutions is in an include file
  called
• institution-include
• The system will display the appropriate include
  file based on the institution to which the user
  is linked in tab_management

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Include Files IRD Cataloging Form

• You need
• institution-include-ltinstitutiongt per
  institution, where the specific institution is
  the single value
• institution-include-super-user for the
  super-user, including ALL institutions

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Include Files IRD Cataloging Form

• Once an institution is selected, the system will
  display the include files of the institution to
  which the IRD record belongs
• Include files used
• category-include-ltinstitutiongt
• type-include-ltinstitutiongt

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Include Files User Update

• When a new user is created, you need to select
  the institution to which the user belongs
• The list of institutions is called
• user-institution-include
• The system will display the appropriate include
  file based on the institution to which the user
  is linked in tab_management

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Include Files User Update

• You need
• user-institution-include-ltinstitutiongt per
  institution, where the specific institution is
  the single value
• user-institution-include-super-user - for the
  super-user - this file should include ALL
  institutions

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Include Files User Update

• Once an institution is selected, the system will
  display the include files of the institution to
  which the user belongs
• Include files used
• user-division-include-ltinstitutiongt
• user-user-group-include-ltinstitutiongt

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Include Files FIND Resource

• In a FIND, you need to search for resources
  belonging to a specific institution
• If you select an institution in the FIND filter,
  the include files used will be those of the
  institution
• You need
• find-institution-include-ltinstitutiongt
• find-institution-include-super-user

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Include Files FIND Resource

• Once an institution is selected, the system will
  display the include files of the institution
  selected in the FIND
• For the other include files, you will need an
  include file for each institution
• find-category-include-ltinstitutiongt
• find-type-include-ltinstitutiongt
• Note since you may need to search the CKB IRD
  template records you will also need an include
  file for the METALIB institution

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Useful Documentation

• MetaLib User Guide sections 6, 7
• MetaLib User Guide, Appendix 6
• MetaLib User Guide, Appendix 7
• HTML File List