The implementation and application of coral an open source erm system
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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

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

CORAL: Open Source ERM System

  • What is ERM System

  • About CORAL

    - Centralized Online Resources Acquisitions and Licensing

  • Implementation

  • Application


What is erm system

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


What to look for in an erm system

What to look for in an ERM system


The implementation and application of coral an open source erm system

  • TCNJ Library

    • FTE: 6424 (mostly undergraduate)

    • Library e-Collection:

  • - e-books (7,062)

  • - e-journals (63,361 unique)

  • - databases (93)

    • Library System: Voyager


The implementation and application of coral an open source erm system

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


Coral

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


  • Implementation

    Implementation

    • Platform: Windows or Unix/Linux?

    • Technical Skills Required

    • Downloading the CORAL package

    • Installation

    • Customization


    Platform

    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


    Technical skills required

    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


    Downloading the coral packages

    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/


    Installation

    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


    Customization

    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


    Coral applications

    CORAL Applications


    Resources module

    Resources Module


    Resources module product details local notes alerts and feedback

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


    Coral resources module

    CORAL: Resources Module


    Resources module customization fields for local use

    Resources Module: customization fields for local use


    Licensing module

    Licensing Module


    Licensing module documenting terms

    Licensing Module: documenting terms


    Licensing documenting details

    Licensing: Documenting Details


    License customization for local use

    License: Customization for local use


    Coral organizations publishers providers vendors aggregators consortium etc

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


    Coral usage report jr1

    CORAL: Usage Report (JR1)


    Coral applications customization

    CORAL Applications: customization

    • Locally edit/change/add variable fields values

    • Flexible: add free text for special situations


    Benefits of using coral

    Benefits of Using CORAL


    Thank you

    Questions ?

    Thank You !

    Yongming Wang

    Systems Librarian

    TCNJ Library

    [email protected]

    Jia Mi

    Electronic Resources/Serials Librarian

    TCNJ Library

    [email protected]


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