Implementing MetaLib Version 3 Summary - PowerPoint PPT Presentation

Loading...

PPT – Implementing MetaLib Version 3 Summary PowerPoint presentation | free to download - id: 18738d-ZDc1Z



Loading


The Adobe Flash plugin is needed to view this content

Get the plugin now

View by Category
About This Presentation
Title:

Implementing MetaLib Version 3 Summary

Description:

Determine your MetaLib workflow and define who is responsible for each ... http://metalib.blogspot.com/ 3/26/03. 4/23/03. Implementing MetaLib - Tips from Users ... – PowerPoint PPT presentation

Number of Views:23
Avg rating:3.0/5.0
Slides: 37
Provided by: tama151
Category:

less

Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: Implementing MetaLib Version 3 Summary


1
Implementing MetaLib Version 3 Summary
  • Debbie Shalit
  • Yale
  • September 22nd 23rd, 2004

2
Implementing MetaLib…
  • Getting Started
  • Staff Authorizations
  • Resource Categories and Types
  • KnowledgeBase
  • Authentication and Login

3
Implementing MetaLib…
  • Getting Started, continued
  • Authorization
  • User Interface
  • E-Journal Management
  • System Set-up

4
Implementing MetaLib…
  • Staff Authorizations
  • Determine your MetaLib workflow and define who is
    responsible for each major task
  • Set-up usernames and passwords for staff (/M and
    /V)

5
Implementing MetaLib…
  • Resource Categories and Types
  • Determine the resource categories, sub-categories
    and types you will use
  • If you are part of a consortia, determine if you
    will share resource categories, sub-categories
    and types, or have unique lists for each
    institution

6
Implementing MetaLib…
  • KnowledgeBase
  • Activate and localize CKB resources that you use
    at your institution
  • Catalog and configure additional/new resources
    that you use at your institutions
  • Copy (Replicate) relevant resources to each
    institution, editing local information as required

7
Enterprise KnowledgeBase Management
Site KnowledgeBase Centralized Workflow
Institutional Records
Master Records
Central Records
CKB (MetaLib) IRD Record
Central IRD Record
Institution2 IRD Record
Institution1 IRD Record
inactive
active
active
active
Configuration Record
8
Enterprise KnowledgeBase Management
Site KnowledgeBase De-centralized Workflow
Institutional Records
Master Record
CKB (MetaLib) IRD Record
Institution1 IRD Record
Institution3 IRD Record
Institution2 IRD Record
inactive
active
inactive
active
Configuration Record
9
Implementing MetaLib…
  • Authentication and Login
  • Determine how authentication and user login
    should be implemented at your institution

10
Implementing MetaLib…
  • Authorization
  • Determine required levels of authorization at
    your institution
  • Institution (mandatory)
  • User Group
  • IP-based

11
Implementing MetaLib…
  • User Interface
  • Determine if each institution within your
    consortium requires a different user interface
  • Gifs
  • Resource Categories and Types
  • Login Screen
  • Guest Users

12
Implementing MetaLib…
  • User Interface, continued
  • How extensive are the differences between the
    user interfaces at the institutions in your
    consortium?
  • If user interfaces are very different
  • Create separate instances for each institution
  • If user interfaces are minimally different
  • Create separate user interfaces within the same
    instance

13
Implementing MetaLib…
  • User Interface
  • Determine system defaults
  • Default values for parameters that control
    behavior within user interface system-wide

14
Implementing MetaLib…
  • User Interface, continued
  • Customize User Interface
  • Gifs
  • Forms
  • etc.

15
Implementing MetaLib…
  • E-Journal Management
  • Is SFX live at your institutions?
  • If so, determine if you want to import your
    e-journals from SFX to MetaLib

16
Implementing MetaLib…
  • System Set-up
  • Review recommended procedures for system
    maintenance
  • Monitoring MetaLib Processes
  • Backup
  • Clean-up temporary storage
  • MetaLib login and proxy servers
  • Configuration buffer switch

17
Implementing MetaLib - Tips from Users
  • -----Original Message----- From   Ann Flynn
    SMTPAnn.Flynn_at_uts.edu.au Sent   Wednesday,
    July 10, 2002 139 AM To     SFX-METALIB-DISCUSS
    -L_at_listserv.nd.edu Subject        Re MetaLib
    Implementation
  • Larry, I would love to present tips re MetaLib
    implementing, but unfortunately I cannot get to
    Boston for the meeting.  If there are no takers,
    maybe those sites which have implemented MetaLib
    could share tips via this list?  I managed our
    implementation here at UTS Library, and below are
    a few tips which spring easily to my mind. 
    Please feel free to debate these and add to them
  • If possible, assemble an implementation team with
    experience and abilities in the following 
    database purchasing negotiation with database
    vendors systems knowledge flair (preferably
    embodied in professional librarians) server
    administration Unix  marketing/promotion.
  • Work out a set of Information Gateway groups to
    suit your institution before you start
    implementing.  If you don't you will have to
    change MetaLib catalogue records later.
  • Develop MetaLib configuration skills in your
    librarians, preferably the ones who do your
    MetaLib cataloguing - it makes sense if these
    people do the entire process, from cataloguing
    through to testing and diagnostics of configs. 
    They are then well equipped for troubleshooting
    later if configs break.
  • Before you implement, ensure you have negotiated
    a good level of local technical support for
    MetaLib configuration work.
  • Regards, Ann

18
Implementing MetaLib - Tips from Users
  • MetaLib blog
  • http//metalib.blogspot.com/

4/23/03
3/26/03
19
Implementing MetaLib - Tips from Users
  • MetaLib blog
  • http//www.nottingham.ac.uk/uazmjg/metalib/

Archives September 2003
20
Implementing MetaLib - Tips from Users
  • MetaLib blog
  • http//library.humboldt.edu/rls/metalib/metalib.h
    tm

Summer 2003
21
Implementing MetaLib - Tips from Users
  • http//www.smugnet.org/

22
MetaLib Support and Information
  • General MetaLib Information
  • http//www.exlibris-usa.com/metalib.htm
  • Ex Libris Documentation Portal
  • http//www.exlibrisgroup.com/docs/logon.php
  • Questions about training or installation?
  • email karen.groves_at_exlibris-usa.com
  • MetaLib Support (US)
  • email metalibsupport-us_at_exlibris-usa.com
  • MetaLib Support Central KnowledgeBase
  • email metalibkb_changes_at_exlibris-usa.com

23
On-going MetaLib 3 Developments
  • User Interface
  • Management Interface
  • KnowledgeBase
  • Server-level

24
User Interface
  • Determining display order of My Databases / Quick
    Sets
  • Descriptions for Quick Sets
  • Jump to record when sort by author, title,
    resource or year has been invoked
  • Display of local fields in Resource Info Page,
    Full Record View

25
User Interface, cont.
  • Help
  • Previous Searches
  • History
  • Alerts
  • Forced login

26
User Interface, cont.
  • Deduplication of results
  • Refine of query
  • Multiple URLs for ATHENS authentication
  • View Original/Converted Records
  • Display of Resource Icons
  • Links to initiate Lateral Searches
  • Self-registration

27
User Interface, cont.
  • MetaSearch
  • Set of New Resources per user group

28
User Interface, cont.
  • Ranking
  • Better text matching with wildcards, fuzzy logic
  • AutomobileAutomobiles

29
User Interface, cont.
  • My Space Simplified basket for Guests
  • No split-pane

30
User Interface, cont.
  • My Space Advanced functions for logged in
    users

31
Management Interface
  • Category Administration
  • Renaming categories sub-categories
  • Re-ordering categories sub-categories
  • Re-ordering resources

32
Management Interface, cont.
  • Statistics and Reports
  • Complete facelift of /M interface similar
    look and feel as /V interface
  • View CKB Release Notes from the Management
    Interface
  • Test Search when configuring resources

33
KnowledgeBase
  • QuickSearch - OPTIMAL search field will replace
    WRD index

34
KnowledgeBase, cont.
  • New Term Transformations
  • Global updates of configurations
  • plus more …

35
Server-level
  • Increased access control
  • Move additional set-up configuration tables to
    Web
  • Use of html editors for customization
  • Master-Production Model
  • Transfer from master environment to
    production
  • KnowledgeBase including MetaIndexes
  • eJournal database
  • Complete system including KB and eJournals

36
Implementing MetaLib Version 3 Summary
  • Debbie Shalit
  • Yale
  • September 22nd 23rd, 2004
About PowerShow.com