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MetaLib Setup

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Title: MetaLib Setup


1
MetaLib Set-up Customization Cal State
University Training March 12-14, 2003 Karen
Groves karen.groves_at_exlibris-usa.com
2
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

4
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

5
InsNN Directory Tree
ins01
www_v_eng
icon_eng
tab
www_v_fre
icon_fre
form_eng
form_fre
tab_source_group
6
User Interface Instances
  • tab_institute_division defines which instance
    will be presented
  • gtgt dlib vir00
  • gtgt dt
  • gtgt vi tab_institute_division

7
tab_institute_division
Col. 1 - Col. 2 - Col. 3- Institution
Division Instance
8
tab_institute_division
Col. 4 flag for Login to Home/My resources
Col. 5 Gif to replace MetaLib gif
9
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

10
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

11
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

12
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

13
Resource Categories
  • Defined by the institution
  • Categories may be arranged in a hierarchy of main
    and sub categories
  • Humanities
  • - Archeology
  • - History
  • - Languages

14
Resource Categories
  • Resource category groups are created in
    tab_source_group
  • gtgt dlib ins01
  • gtgt dt
  • gtgt vi tab_source_group

15
tab_source_group
16
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
17
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
18
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

19
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

20
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
21
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

22
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

23
MetaLibs Link-to Syntax
Example Defining user ID, password and
institution in MetaLibs link-to
syntax http//lthostportgt/V?bor_idltuser
idgtpasswordltuser pwgtinstituteltUSER
INSTITUTIONgt
24
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
25
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

26
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

27
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

28
Creating a Default User

29
Alerts
  • Users can create alerts from their searches

30
Alerts
  • User specifies alert parameters

31
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

32
Alerts
  • The Alerts procedure sends the query to the
    resources at intervals specified by the user, and
    sends the user a report

33
SFX Setup
  • Link to SFX instance (tab_institute)
  • Link to SFX admin (wm banner-1)
  • SFX Gif v-sfx.gif

34
tab_institute
SFX instance address
35
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
37
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?

38
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

39
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

40
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

41
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

42
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

43
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

44
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

45
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

46
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

47
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

48
Useful Documentation
  • MetaLib User Guide sections 6, 7
  • MetaLib User Guide, Appendix 6
  • MetaLib User Guide, Appendix 7
  • HTML File List
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