Quick Start

The installation script will create a default administration user with a login of "admin" and password of "admin". You should log in as this user and change the password using the "Account Settings" button before you do anything else.

You can then use the "System Administration" tools to add new sites and user accounts. Sites are (generally) institutions or branches and are used to tell CUFTS what resources a patron has access to. Accounts are tied to sites so that administrators can use their own logins/passwords to manage sites. Multiple accounts can be set up to manage a site.

Let's run through a simple site setup for "OpenSource? University". You can substitute real site and account information if you have a real site to set up.

Sites

Create a new site by clicking on "System Administration", then "Sites". The site listing should be empty, so click on "New Site". The fields you can enter are:

key this is normally the NUC code for the site, but it isn't tied to any particular scheme. This is the string used to identify the site when linking to CUFTS.

name full name for the site.

email email address to send messages about system updates that may affect the site to.

proxy prefix if you're using EZProxy (or another similar product) you can put the prefix used to push users through the proxy here.

active whether the site is active and usable.

associated accounts you can check off accounts that should have access to modify settings for this site. If you're just starting out you may not have any accounts other than "admin".

For our example "OpenSource? University" we'll use the following settings:

key OSU

name OpenSource? University

email support@lib.osu.edu

proxy prefix http://proxy.lib.osu.edu/login?url=

active yes

We wont check off any accounts yet...

Accounts

Next, we'll set up a new account to administer OSU:

Click on "System Administration" then "Accounts" then "New Account". There's a number of fields to fill in, similar to the site configuration:

key this is the login name the user will be using.

name full name for the user.

email email address.

phone phone number

password (and again) password for the user when logging in. They can change this themselves later.

administrator access checking this gives the user full administrator access to create users and sites, change local settings for any site, etc.

edit global access this gives the user access to edit the global resources without other administrator rights.

active whether the user is active and can log in

associated sites check off sites for which the user should have access to modify settings and local resources.

Let's use the following:

key osuadmin

name OpenSource? University Administrator

email admin@lib.osu.edu

phone 555-1212

password (and again) asdf1234

administrator access no

edit global access no

active yes

associated sites OSU

Now log off of the administrator account and log back in with the account you just created to make sure you got the key and password correct. (Note, administrators can "Change Site" to any site without being associated with it, so you can skip this part if you want).

Local Resources

Once you've logged back in you should see "Active site: ... " in the top right corner of the interface. If that is missing, you may have logged into an account which has access rights to more than one site. In this case you should use the "Change Site" option to set an active site.

Click on the "Local Resources" menu option. This will bring up a list of all global resources, all of which are grayed out at this point because they are not yet activated locally. In order for CUFTS to resolve a link to a resource for a particular site, the site must activate the resource and any titles from the resource that they have access to. CUFTS provides an easy way to activate all titles for a resource since many do not limit access on a title by title basis.

Let's activate "Academic Search Elite" from "EBSCO". Find "Academic Search Elite" on the resource list and click "edit" next to it. This will give you some information about the resource as well as a number of text boxes and checkboxes to fill in. Here's a rundown of what can be set.

General Settings

proxy whether the "proxy prefix" string from the site settings should be prepended to all links generated to this resource.

dedupe if this is on, only the highest ranked links from a provider will be resolved. This is useful if you have 4 or 5 packages from a provider which have overlapping titles and you don't want to give the user multiple links to the same place. This only works with resource which have the same provider, so EBSCO will not dedupe against Proquest, for example. auto activate this activates all titles in the resource when you save. It also means that whenever the global resource is updated with new titles, they will automatically be activated for you. Generally, you should turn this on unless you have only partial access to titles in a resource.

rank this controls what order the system attempts to resolve links in and what order they are presented to the user. It may also control some interactions with other resources - for example, if you are using CrossRef?, you should rank it higher than resource which depend on the DOIs coming from CrossRef? for linking.

active whether this resource is searched for resolving links or not.

Resource Details

Each resource can have its own set of resource details. The only one that is common to almost all resources is "database URL". This is used when creating database level links so you can direct users to your own database information pages rather than directly at the remote resource - useful if you need a password or something to log into the resource.

For Academic Search Elite, you will also see "authorization name". This one shows up for all EBSCO database and is used when searching their system for URLs directly to the article. Here you would fill in your account name like "s1234567.main.web".

Supported Services

These are the various types of linking that the resource supports. Almost all fulltext resources will support database level and journal level. If the provider supplies a way to link closer to the article you will see other service types like "table of contents" and "fulltext". Normally you can check all of these off as the user is only presented with the link that gets them closest to the fulltext of the article.

That's it for setting up a local resource. Hit "submit" and wait for a bit if you selected "auto activate" while it activates all the titles for you.

Domain / IP Address Mapping

Under "Site Settings", a user can change the site name, email, proxy information, and also set up a mapping of domain names and IP addresses (networks) that map to that site. This allows CUFTS to know that a user resolving links using CUFTS from ".osu.edu" should use the "OpenSource? University" site settings.

Go into "Site Settings", and click on an "edit" link by either the domain names or the IP addresses (they both go to the same place).

** NOTE: This is a very recently added section and the interface needs to be tweaked a bit for better usability **

Since we haven't set anything for this site yet, you should see two empty boxes, one under domains and one under IP addresses. We want anyone on campus to be associated with the OpenSource? University account, and all campus computers are on the ".osu.edu" domain. It's best to use the most base part of the domain that still applies as CUFTS will check at each domain level until it finds a match. For example, when someone at "hb443.lib.osu.edu" does a search, CUFTS will first look for sites matching ".lib.osu.edu", and then try ".osu.edu". So, fill in ".osu.edu" in the domain box.

It's a good idea to also put the IP network that machines are on if possible in case the DNS is down. Let's say OpenSource? University owns 192.168.111.* - which, in IP network notation is noted as: 144.168.111.0/24. If you don't understand how IP network notation works, you may have to talk to your network administrator or search the web. Anyway, fill in 144.168.111.0/24 under IP addresses and hit save.

After saving, you should be taken back to the site view which will display the new network mapping information. Let's say we also have a remote campus with a NAT box that all traffic goes to. For users at this campus, all network traffic looks like it is coming from 112.11.98.2. Go back into "edit", and there should be a new blank box to add another network address into. If you enter "112.11.98.2" without a network identifier (/?? part), it will be taken as a single address (which is really /32). Do that now and save it.

Resolving

You should now be able to point an OpenURL at the resolve.cgi script in the CUFTS web directory and have it resolve any links it can for the request. For testing purposes you can use test.cgi to create OpenURL links yourself and test whether the system resolves as you expected.