Dr' Mathias Kratzer

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Consortial SFXCommon Gain ...and Common Pain

• Dr. Mathias Kratzer
• Bavarian State Library, Munich (Germany)
• - Bavarian Library Network (BVB) Head Office -

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Where is ...
Helsinki
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... Bavaria?
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sfx.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
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4 8 15 16 23 42

• 2003-03-28 installation of SFX2 by ExL
• 2003-11-05 start of production with SFX2
• 2005-07-01 start of migration to SFX3
• 2005-12-12 switch of live system to SFX3
• 2008-11-14 move into Solaris 10 zone on
• Sun Fire V1280, 84 UltraSPARC III CPUs, 48 GB
  RAM, 380 GB Disk Space
• 2008 first instance broke the 2 Mrpy limit

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Consortia Model 2
shared instance
SFX menu service B1 service B2 service S1 service
S2
SFX menu service A1 service A2 service S1 service
S2 service A3
Consortia API
Consortia API
instance of Library A
instance of Library B
OpenURL
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Central 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 most e-journals consortially
  acquired e-books, create and configure targets on
  shared instance etc.)
• co-ordinate contact to popular sources
• train local administrators

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Local 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-targets
• (de-)activation of locally acquired e-books
• contact to sources of only local interest

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From 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.

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EZB

• hosted by University Library of Regensburg
• back end central database for cooperative
  cataloguing of e-journals and subscriptions
• also open for freely available e-journals
• very strong support for consortia
• front end end-user interface for searching and
  browsing in a library-specific view
• conceptually quite similar to SFX A-Z List
• famous for its traffic light icons

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SFX Reloaded 1
exports data (quarterly) EZB corrects erroneous
data
Datensplitting Verbund- zentrale Fehlerevaluatio
n
Targetauswahl 28 lokale Instanzen Laden der
Daten
map to targets Central Admins update evaluate
verify/edit(?) the Local Admins DataLoaderTable

automatic workflow in development!
via CRM???
additions changes to the SFX KnowledgeBase Ex
Libris
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SFX Reloaded 2

• workflow and programs developed by BVB Head
  Office (uses Perl, sh, and MS-EXCEL)
• avoids double maintenance of e-journal
  subscriptions in EZB and SFX
• core components
• Perl hash mapping host and domain names to
  targets or to interfaces (only if inevitable)
• DataLoaderTable, an EXCEL sheet readable by
  humans and parseable by a Perl script

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DataLoaderTable 1

• input files are pairwise disjoint parts of the
  EZB export file titles mapped to the same target
• each table row is converted to a sh-script line
  run batch version of DataLoader on input file
  for the following target service(s)...

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DataLoaderTable 2

• input files are maximal disjoint parts of the EZB
  export file titles covered by the same set of
  interface subtargets
• decision for one set is stored for next quarter!
• What if monthly revision brings IFC_X_F, ???

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Some further

• central development of
• shared Source Parsers (e.g. BVBs library
  information portal Gateway Bayern)
• shared Target Parsers (e.g. ILL, eBooks on
  Demand, Manuscripta Mediaevalia, )
• even libraries with few human resources can offer
  SFX to their users and rely on
• centrally managed default configurations
• central expertise in 1st level support

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One further big

• Admin Center Only Configurations
• Display logic rules no more symbolically linked
  default set since migration to SFX3
• Translation of certain standard phrases like
  Full Text For Related Object since introduction
  of simplified menu templates
• Want to fix an incorrect Parse Param? Takes 5
  mouse clicks for a single instance but in a
  consortium like ours 145(!)

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Thank you ...
... for your attention and/or patience!
Feel free to contact us sfx_at_bib-bvb.de