Sep 9 th, 2009 IGeLU Helsinki 1 Consortial SFX Common Gain... and Common Pain Dr. Mathias Kratzer Bavarian State Library, Munich (Germany) - Bavarian Library Network (BVB) Head Office -

Sep 9 th, 2009 IGeLU Helsinki 2 Where is... Helsinki

Sep 9 th, 2009 IGeLU Helsinki 3... Bavaria?

Sep 9 th, 2009 IGeLU Helsinki 4 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

Sep 9 th, 2009 IGeLU Helsinki  :  : installation of SFX2 by ExL  :  : start of production with SFX2  :  : start of migration to SFX3  :  : switch of live system to SFX3  :  : move into Solaris 10 zone on Sun Fire V1280, 8+4 UltraSPARC III CPUs, 48 GB RAM, 380 GB Disk Space  2008:2 Mrpy  2008: first instance broke the 2 Mrpy limit

Sep 9 th, 2009 IGeLU Helsinki 6 Consortia Model 2 shared instance instance of Library A instance of Library B SFX menu service B 1 service B 2 service S 1 service S 2 SFX menu service A 1 service A 2 service S 1 service S 2 service A OpenURL Consortia API

Sep 9 th, 2009 IGeLU Helsinki 7 Central Admins  2 people at ~ 60% of their time  take care of KB and software (general monitoring, applying monthly revisions) most consortially acquired  develop and provide consortia services (update activations for most e-journals & consortially acquired e-books, create and configure targets on shared instance etc.) popular  co-ordinate contact to popular sources  train local administrators

Sep 9 th, 2009 IGeLU Helsinki 8 Local Admins  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 & 1 st level support aggregator sub-targets  (de-)activation of aggregator sub-targets locallyacquired  (de-)activation of locally acquired e-books only local  contact to sources of only local interest

Sep 9 th, 2009 IGeLU Helsinki 9 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.

Sep 9 th, 2009 IGeLU Helsinki 10 EZB  hosted by University Library of Regensburg cooperative cataloguing of e-journals and subscriptions  back end: central database for cooperative cataloguing of e-journals and subscriptions  also open for freely available e-journals  very strong support for consortia searching and browsing in a library-specific view  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:

Sep 9 th, 2009 IGeLU Helsinki 11 SFX Reloaded 1 DatensplittingVerbund-zentrale Fehlerevaluation Targetauswahl 28 lokale Instanzen Laden der Daten additions & changes to the SFX KnowledgeBase Ex Libris via CRM??? automatic workflow in development!

Sep 9 th, 2009 IGeLU Helsinki 12 SFX Reloaded 2  workflow and programs developed by BVB Head Office (uses Perl, sh, and MS-EXCEL)  avoids double maintenance in EZB and SFX  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  DataLoaderTable, an EXCEL sheet readable by humans and parseable by a Perl script

Sep 9 th, 2009 IGeLU Helsinki 13 DataLoaderTable 1 pairwise disjoint  input files are pairwise disjoint parts of the EZB export file: titles mapped to the same target sh-script line  each table row is converted to a sh-script line: „run batch version of DataLoader on input file for the following target service(s)...“ input filetarget service+ target service... AAA-getFT2load.txtTGT_A-getFullTxt... BBB-getFT2load.txtTGT_B-getFullTxt... CCC-getAB2load.txtIFC_C_COMPLETE-getAbstract...

Sep 9 th, 2009 IGeLU Helsinki 14 DataLoaderTable 2 maximal disjoint parts  input files are maximal disjoint parts of the EZB export file: titles covered by the same set of interface subtargets stored for next quarter  decision for one set is stored for next quarter!  What if monthly revision brings IFC_X_F, …??? EingabedateiTargetservice+ Targetservice... X_AB-getFT2loadIFC_X_A-getFullTxtIFC_X_B-getFullTxt... X_BCD-getFT2loadIFC_X_B-getFullTxtIFC_X_C-getFullTxtIFC_X_D-getFullTxt... X_CDE-getFT2loadIFC_X_C-getFullTxtIFC_X_D-getFullTxtIFC_X_E-getFullTxt...

Sep 9 th, 2009 IGeLU Helsinki 15 Some further Some further  central development of  shared Source Parsers  shared Source Parsers (e.g. BVB’s library information portal Gateway Bayern)Gateway Bayern  shared Target Parsers  shared Target Parsers (e.g. ILL, eBooks on Demand, Manuscripta Mediaevalia, …)eBooks on DemandManuscripta Mediaevalia libraries with few human resources  even libraries with few human resources can offer SFX to their users and rely on  centrally managed default configurations  central expertise in 1 st level support

Sep 9 th, 2009 IGeLU Helsinki 16 One further big One further big Admin Center Only Configurations  Display logic rules:  Display logic rules: no more symbolically linked default set since migration to SFX3  Translation  Translation of certain standard phrases like “Full Text For Related Object” since introduction of simplified menu templates fix an incorrect Parse Param  Want to fix an incorrect Parse Param? – Takes 5 mouse clicks for a single instance but in a consortium like ours: 145(!)

Sep 9 th, 2009 IGeLU Helsinki 17 Thank you for your attention and/or patience! Feel free to contact us: