CUFTS: OpenSource ERMS

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CUFTS Open-Source ERMS

• Andy Perry and Bill Drew
• SUNY New Paltz
• Tompkins Cortland Community College

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What is it?

• 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

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About CUFTS

• 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!

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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

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Different sites share one instance
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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 issns to match the Knowledge Base
• Can include print subscription information
• Can load title lists for resources not in the
  Global KB

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Example of Partial Title Activation Load
issn 10766332 10621458 00014575 09652302 01559982
09598022 03613682 00945765 17427061 00651281 13596
454 02529602 09567151
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License Information Linked to Local Resources
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Lots of Perl scripts update_cjdb.pl builds A-Z
list title_list_updater.pl updates KB if a new
resource is added I havent tried all of
them!
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CJDBCUFTS A-Z List

• Provides public access to e-journals
• Derived from local resources in CUFTS
• Highly customizabletemplate editor part of CUFTS
• Also features user accounts and user tagging
• Indexing not real timeneed to run update_cjdb.pl
  script when adding a new resource

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Very Basic Public A-Z List
Title display
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SFUs Nicely Tricked out Customized A-Z list
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E-Resource Comparison
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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
  e-resources for ILS or for adding level 2-3
  holdings in OCLC

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Cufts2marc Form mapping e-journal holdings
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Journal Authorityshows availability of specific
title by aggregator
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Researcher includes a suite of open source
library systems
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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. Theyre all still there!
• What reports will be useful?
• Best as a regional solution.

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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 dreww_at_TC3.edu Andy Perry
perrya_at_newpaltz.edu