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The Implementation and Application of CORAL: an open source ERM system

The Implementation and Application of CORAL: an open source ERM system. Jia Mi Yongming Wang VALE 2012 Annual Users’ Conference January 5, 2012. CORAL: Open Source ERM System. What is ERM System About CORAL - Centralized O nline Resources A cquisitions and Licensing

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The Implementation and Application of CORAL: an open source ERM system

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  1. The Implementation and Application of CORAL: an open source ERM system Jia Mi Yongming Wang VALE 2012 Annual Users’ Conference January 5, 2012

  2. CORAL: Open Source ERM System • What is ERM System • About CORAL - Centralized Online Resources Acquisitions and Licensing • Implementation • Application

  3. What is ERM System “Tools for managing the license agreements, related administrative information, and internal processes associated with collections of licensed electronic resources.” Ellen Duranceau, June 2005 issue of Against the Grain

  4. What to look for in an ERM system

  5. TCNJ Library • FTE: 6424 (mostly undergraduate) • Library e-Collection: • - e-books (7,062) • - e-journals (63,361 unique) • - databases (93) • Library System: Voyager

  6. Why TCNJ Needs ERM System Current Practice Email Web Alerts Form/Email Binders/Paper folders Email No evaluation Folders/Voyager/PeopleSoft Email/EBSCONET/None Current Practice Current Practice Rolodex/Email EBSCONET/Email Rolodex/File Not linked Serials Solutions Serials Solutions/EBSCO EJS Excel files Email/In person Excel None Email Current Practice Current Practice Excel/Catalogue/Not recorded Local file/Intranet Excel None Contribute/Excel Excel None EBSCONET/Email Email/Not recorded Not recorded/Local File Email/Local File Excel/Rolodex/Email Local file

  7. CORAL Centralized Online Resources Acquisitions and Licensing • Why we choose CORAL • - Web-based applications and functions- Open source, free • - Technology: (Apache)/PHP/MySQL, • - Truly Modular: all five modules are both independent and interoperable. • - Customization: implementation and application • - Support: • - Online documentation: User’s/Technical/Installation Guide • - Listserv communication (about 160 members) • - Online Live Demo • - Continuous development and bugs fixing

  8. Implementation • Platform: Windows or Unix/Linux? • Technical Skills Required • Downloading the CORAL package • Installation • Customization

  9. Platform • (Apache)/PHP/MySQL • Unix/Linux is preferable • TCNJ implementation: Ubuntu Linux Server version 10.4 on Dell PowerEdge 2900 Server. (note: remember to include GUI part when installing Ubuntu) • Advantages of Ubuntu: • Open source, free • Easy to install and maintain • And the best is: Apache/PHP/MySQL ready to use

  10. Technical Skills Required • Basic Unix/Linux commands (e.g. ls, cd, rm, mkdir, cp, chmod); vi skill is a plus but not necessary • Basic web application/Internet infrastructure (e.g. Understand the Document Root) • Minimum PHP/MySQL knowledge • If you really hate command line, Ubuntu has everything GUI

  11. Downloading the CORAL Packages • It’s called “Checkout,” by using SVN • SVN stands for Subversion: it’s a repository system with software versioning and revision control • Use a SVN client. We use TortoiseSVN • After installing TortoiseSVN, on Windows Explorer, right click and choose SVN check out, then copy over the svn url from CORAL website. • Check out each module (called package, e.g. resources package) separately. • After checking out the CORAL package, copy the whole package to your server under the document root • Examples: On Ubuntu, copy coral “resources” package to /var/www/coral/resources/; copy coral “licensing” package to /var/www/coral/licensing/

  12. Installation • Two ways to install • Web install: recommended. Run each module installation from ../coral/module-name/install/index.php • Manual install: when web install fails • Under the hood: run the sql script to create and populate the database tables

  13. Customization • Create Users • Due to lack of authentication module at this moment, we need to hard-code the Login ID in user.php • CORAL starting page (optional), called “main” package • Application customization: later Jia’s part

  14. CORAL Applications

  15. Resources Module

  16. Resources Module: Product Details, Local Notes, Alerts and Feedback

  17. CORAL: Resources Module

  18. Resources Module: customization fields for local use

  19. Licensing Module

  20. Licensing Module: documenting terms

  21. Licensing: Documenting Details

  22. License: Customization for local use

  23. CORAL: Organizations (Publishers, Providers, Vendors, Aggregators, Consortium, etc. )

  24. CORAL: Usage Report (JR1)

  25. CORAL Applications: customization • Locally edit/change/add variable fields values • Flexible: add free text for special situations

  26. Benefits of Using CORAL

  27. Questions ? Thank You ! Yongming Wang Systems Librarian TCNJ Library wangyo@tcnj.edu Jia Mi Electronic Resources/Serials Librarian TCNJ Library jmi@tcnj.edu

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