When CUFTS is first installed, it will create an administrator account called "admin" with a password of "admin". Your first task is to log in as admin and change the password. You can do this in the "Account Settings" screen.

Administrator accounts have access to do things like create other accounts, create sites, change their site to anything, edit global resources, etc. The Quick Start section of the INSTALL document gives you a quick rundown on creating sites and accounts.

Special Global Resources

There is one special global resource (at the time of this writing) that you should have a look at first. It is the resource for CrossRef? - an online system which allows you to get metadata about a citation, including looking up DOIs. This is critical for a number of other resources which require DOIs when linking to the article level.

CrossRef? requires you to sign a license to use their service, however it is free. Once you have signed up and received an account name and password, you should go into "edit" for CrossRef? under the global resources and set the authorization name and password fields. The best solution is to sign a license covering all your sites in one, however if individual sites have their own licenses, they can set those fields in the local resources section as well.

Global Resource Administration

You can update your global resources by uploading title lists, however once you have done that you will be out of sync with the main CUFTS database. It's not a big deal as we will post new title lists as we load them into our main system and you can then load the ones that are relevant to you. If you have global title lists that you think may be useful to others, we encourage you to send them to us so we can include them in the main system.

If you've loaded the global resources which came with CUFTS, you wont have to do much in the way of administration of global resources. If you do wish to load your own or update your title lists with the latest ones from the main system (without reloading the database), here's how you do it...

Global Resource Settings

Each resource has a number of general settings and may also have some resource specific settings. These can be changed for existing resources by clicking "edit" beside them, or they can be set when creating a new resource.

The general settings are...

name the name of the resource which is displayed in the list, as well as in the patron interface.

provider the name of the resource provider. This is displayed in the resource list, and is used when deduping.

type this is mostly a reference as to what this resource is for and doesn't control anything yet, however in the future it may be used, so set it to something meaningful.

module this tells CUFTS which Perl module controls this resource. This is VERY critical to get correct - spelling mistakes, wrong case, etc., will cause the module not to load.

active whether the resource can be used or not.

Resource modules can define their own resource details if they need more information to work properly. Most resources have a database URL which will be used to link to the database level if present. Most also have a configuration note which will show up on the local resources page if present. Other details you may see are authorization name and password for logging into services, or base URL for specifying the base component of a URL for constructing links to that resource.

Each resource also has a set of services it supports. Checking off services here will allow users to turn them on at the local level. Services which are not active at the global level are not available to be activated at the local level. See the GENERAL documentation for details on what each service means.

Global Resource Title Lists

Title lists can be uploaded by clicking on the "bulk" link next to the titles count. From this screen you can browse to the title list on your local machine and then upload it. Once it is uploaded, you will need to run "util/" from the CUFTS base directory to do the actual load. It is split this way because some title list updates can take a while (if they're updating a global resource which many sites have activated locally) and it occasionally would time out the browser. If you have multiple people maintaining global lists, you may want to cronjob the script to run every 15 minutes or something like that.

Title lists are tab delimited, with the first row containing field names. They should match whatever fields are displayed when you click on the number of titles in the resource (even if it's 0).

The update process will tell you how many records were added, and deleted. Due to how title lists vary and the lack of a single unique identifier, there is no modification of records. Records with changes will be deleted and re-added.