International Short Term Course on Theme of the Short Term Course Library orientation programmes are conducted to increase the Railway Station. Private taxis are available from Kharagpur station to Open Source Software for Library Management awareness and optimum utilization of resources. reach the institute. (OSSLM – 2018) In knowledge society, universal and open access to information The Central Library has recently created a congenial reading Jointly and knowledge is the mantra and key driving force, which bridges the environment with Audio Visual Lounge Service to the users since Organized by Target Participants & Limited Seat Availability Central Library, gap between information-have and information-have-not October 2017. The project was endowed by Prof. T.P. Bagchi, Alumni communities. To enable universal access to knowledge, more and (ISO 9001 : 2015 Certified) of IIT Kharagpur. Interested academicians, working professionals and research & more digital documents need to create and share. Use of more and more scholars in the field of Library and Information Science may attend this National Digital Library of India (NDLI) open source software helps to join in an interoperable environment and advanced training programme which will be very effective to run (NMEICT Project, MHRD, Govt. of India) knowledge and technical know-how can be shared among the National Digital Library of India (NDLI) Project Indian Institute of Technology Kharagpur modern libraries. It may also be noted that IT Professionals working in Kharagpur-721302, India participating libraries. With the rapid development of technological Ministry of Human Resource and Development (MHRD), Libraries are also encouraged to attend the courses. The week-long Date: 7-12 May 2018 advances in recent times specially in the field of IT application in Government of India, has entrusted the responsibility to IIT Kharagpur intensive and advanced training courses on Library and Information libraries in delivering information support services to the users, open Science helps to build their libraries in a smart way and to enrich their to host coordinate and set-up National Digital Library (NDL) towards Participant Name: source software such as Koha, NewGenLib, Evergreen, Greenstone, building a national asset. The main objective is to set up National professional knowledge. Short Term Course participants are restricted DSpace, Fedora, Eprints, VuFind, SubjectsPlus, Drupal and Joomla Digital Library to integrate all the existing digitized and digital to 80 only. have been developed to render library services effectively. The main contents across educational institutions of the nation using Dspace to [Please put a tick mark where ever applicable] theme of the Short Term Course is to provide theoretical foundation as provide a single-window access with e-learning facility to different Resource Persons well as hands-on training on some of these software to the library and groups of users ranging from primary level to higher education level of Qualification: BLIS MLIS PhD Others  information professionals working in India and abroad. The Short our county. The National Digital Library is having a full-fledged office Prof. P. P. Das, Dept. of CSE & PI, NDLI, IIT Kharagpur  Term Course intends to cover the essential concepts and technologies in the Annex building of the Central Library. At present more than 1.2 Dr. B. Sutradhar, Librarian & Co-PI, NDLI, Central Library, IIT Profession: for smooth functioning and building a Smart Library. A true hands-on crore collection which are freely accessible from the site: Kharagpur  training will be imparted to all the participants enabling them for https://ndl.iitkgp.ac.in. Prof. S. Matilal, RGSOIPL, IIT Kharagpur Organisation installation, configuration and running some of the essential open  Dr. P. S. Mukhopadhyay, DLIS, University of Kalyani source software in their libraries.  Dr. S. K. Jalal, Deputy Librarian, Central Library, IIT Kharagpur Are You a Sponsored About IIT Kharagpur  Mr. S. G. Roy, Assistant Librarian, Central Library, IIT Kharagpur Candidate Yes No  About Central Library Indian Institute of Technology, Kharagpur is one of the oldest Mr. M. Manivannan, Information Analyst, Central Library, IIT Kharagpur reputed engineering institutions established by the government of Gender: Male Female The Central Library is regarded as the heart of our institute to  Mr. H.K. Biswal, Asst. Librarian, Central Library, IIT Kharagpur fulfill the informational needs of the users mainly towards the India in 1951. The institute is presently having 12000 students, 700 faculty members and 1500 administrative staff. The institute has 19 completion of their academic programs as well as the research Topics to be covered in the Short Term Course Mobile Number : activities. At present, the Library is catering to the needs of twelve academic departments, 7 centers, and 8 School of excellence. The thousand students of undergraduates, postgraduates, research institute offers 15 B.Tech (Hons.) programs, 38 dual degree programs, 1. Library Automation using Koha Email : scholars, seven hundred faculty members and more than one thousand 2 interdisciplinary dual degree programs, 6 integrated M.Sc programs, 2. Institutional Digital Repositories and Services using Dspace 5 two years M.Sc degree programs of Joint M.Sc PhD. For more detail staff members of the Institute. The Central Library is having two 3. Web based Discovery Services Mailing Address : internally connected buildings (main and annex) with a carpet area of please visit http://www.iitkgp.ac.in. 4. Digital Library Services about 8000 sq.m. The Central Library has recently received ISO 5. Content Management System (CMS) Country: 9001:2015 certification. Objectives Important Dates The Library is using a proprietor Integrated Library Automation Some of the major objectives of this event would be as under: Accommodation Software with all the modules for automated library operations. The  To provide intensive hands-on-training to the participants on  Short Term Course date : 7-12 May 2018 Required on Yes No Central Library houses and maintains nearly 4 lakh of print documents Library Automation using KOHA (latest version).  Early Bid registration : December 15th – April 15th , 2018 Payment Basis: comprising of books and bound volume journals. The Library  To harness modern library tools and technologies for enhancing procured 2528 print books for the academic year 2016-2017. As far as th th value to the library services;  Late Bid registration : April 16 – April 30 , 2018 DD / Online Payment Details e-resources are concerned, there are huge collection of e-resources  To enable the participants in creating and maintaining an comprising of full text e-journals (27000+), e-books (133,000+), many institutional digital repository (IDR) at their own; Amount online databases etc.  Registration & Short Term Course Fees To provide advance level training on creating digital library As far as facilities are concerned, the Central Library has six air- services using CMS; Draft No / Receipt No conditioned reading halls with 2000 seating capacity for the users. The  To develop the technological skills to the participants through Central Library introduced the facility of 24 x 7 hours reading room Category Early Bid Registration Late Registration hands-on training on various aspects and issues of the modern th th th th (Dec 15 - Apr 15 2018) (Apr 16 - Apr 30 2018) facility for 15 days during Semester Examinations of the libraries. Issuing Bank Undergraduate Students and Post Graduate Students. Library users can make payment for their Library dues, photocopying, printing and Individual ` 8000/- ` 9000/- How to Reach? Branch Code scanning through debit and credit card. Web scale discovery service Sponsored ` 9000/- ` 10000/- has been introduced in our library where the users can search and Kharagpur is situated about 120 km West of Kolkata. Participants Date: browse the full text subscribed e-resources using open source software can reach to Kharagpur in about 2 hours by train from Howrah Railway SAARC Countries US $250 US $300 VuFind integrated with Summon Solution from ProQuest. Station or 3 hours by car from Kolkata Airport. Kharagpur is also Place: Besides, the regular support to the users, Central Library also had connected by direct train services to most major cities of the country. Other Countries US $300 US $350 taken initiatives to organize several 'Author Workshop' to motivate The Institute is about 10 minutes drive (5 km) from the Kharagpur researchers to publish research articles in reputed journals. Regular ** The Registration Fee includes 18% GST Signature of participant

Table of Contents

Chapter-1: About the international Short-Term Course on OSSLM-2018

Dr. B. Sutradhar and S. K. Jalal

Chapter-2: National Digital Library of India (NDLI) Project

Prof. P. P. Das

Chapter-3: DSpace Working Manual: OSSLM Live DVD Installation, DSpace Configuration & DSpace Item Workflow

Dr. B. Sutradhar and Mr. Samrat Guha Roy

Chapter-4: DSpace Working Manual: Implementing Metadata Registry and Controlled Vocabulary in DSpace Dr. B. Sutradhar; Mr. Samrat Guha Roy and Mr. Shibabroto Banerjee

Chapter-5: DSpace Working Manual: DSpace GUI Customization, Bulk Data Handling and Back – Restore Processes

Mr. Shibabroto Banerjee

Chapter-6: Koha Working Manual: Installation, Configuration, and Administration

Mr. Samrat Guha Roy

Chapter-7: Koha Working Manual: Acquisition Module

Dr. Samir Kumar Jalal

Chapter-8: Koha Working Manual: Cataloguing and Serial Control

Mr. Samrat Guha Roy and Mr. Hemant Kr. Biswal

Chapter-9: Koha Working Manual: Circulation, OPAC Customization, Generating Report andthe Backup and Restore Process

Mr. Samrat Guha Roy

Chapter-10: Authority Recommender System in Library Retrieval: Fusing FAST with VuFind

Prof. Parthasarathi Mukhopadhyay

List of Participants

List of Sponsors Copyright Central Library IIT Kharagpur

Chapter-1 About the International Short-Term Course on OSSLM-2018

- Dr. B. Sutradhar, Librarian, Central Library, IIT Kharagpur - Dr. S.K. Jalal, Deputy Librarian, IIT Kharagpur

Theme of the Short Term Course

In knowledge society, universal and open access to information and knowledge is the mantra and key driving force, whichbridges the gap between information-have and information- have-not communities. To enable universal access to knowledge, more and more digital documents need to create and share. Use of more and more open source software helps to join in an interoperable environment and knowledge and technical know-how can be shared among the participating libraries. With the rapid development of technological advances in recent times specially in the field of IT application in libraries in delivering information support services to the users, open source software such as Koha, NewGenLib, Evergreen, Greenstone, DSpace, Fedora, Eprints, VuFind, SubjectsPlus, Drupal and Joomla have been developed to render library services effectively.The main theme of the Short Term Course is to provide theoretical foundation as well as hands-on training on some of these software to the library and information professionals working in India and abroad. The Short Term Course intends to cover the essential concepts and technologies for smooth functioning and building a Smart Library. A true hands-on training will be imparted to all the participants enabling them for installation, configuration and running some of the essential open source software in their libraries.

About Central Library The Central Library is regarded as the heart of our institute to fulfill the informational needs of the users mainly towards the completion of their academic programs as well as the research activities. At present, the Library is catering to the needs of twelve thousand students of undergraduates, postgraduates, research scholars, seven hundred faculty members and more than one thousand staff members of the Institute. The Central Library is having two internally connected buildings (main and annex) with a carpet area of about 8000 sq.m. The Central Library has recently received ISO 9001:2015 certification. The Library is usingaproprietor Integrated Library Automation Software with all the modules for automated library operations. The Central Library houses and maintains nearly 4 lakh of print documents comprising of books and bound volume journals. The Library procured 2528 print books for the academic year 2016-2017. As far as e-resources are concerned, there are huge collection of e-resources comprising of full text e-journals (27000+), e-books (133,000+), many online databases etc.

As far as facilities are concerned, the Central Library has six air-conditioned reading halls with 2000 seating capacity for the users. The Central Library introduced the facility of 24 x 7 hours reading room facility for 15 days during Semester Examinations of the Undergraduate Students and Post Graduate Students. Library users can make payment for their Library dues, photocopying, printing and scanning through debit and credit card. Web scale discovery service has been introduced in our library where the users can search and browse the full text subscribed e-resources using open source software VuFind integrated with Summon Solution from ProQuest. Besides, the regular support to the users, Central Library also had taken initiatives to organize several „Author Workshop‟ to motivate researchers to publish research articles in reputed journals. Regular Library orientation programmesare conducted to increase the awareness and optimum utilization of resources. The Central Library has recently created a congenial reading environment with Audio Visual Lounge Service to the users since October 2017. The project was endowed by Prof. T.P. Bagchi, Alumni of IIT Kharagpur.

National Digital Library of India(NDLI) Project Ministry of Human Resource and Development (MHRD), Government of India, has entrusted the responsibility to IIT Kharagpurto host coordinate and set-up National Digital Library (NDL) towards building a national asset. The main objective is to set up National Digital Libraryto integrate all the existing digitized and digital contents across educational institutions of the nation using Dspaceto provide a single-window access with e-learning facility to different groups of users ranging from primary level to higher education level of our county. The National Digital Library is having a full-fledged office in the Annex building of the Central Library. At present more than 1.2 crore collection which are freely accessible from the site: https://ndl.iitkgp.ac.in.

About IITKharagpur Indian Institute of Technology,Kharagpuris one of the oldest reputed engineering institutions established by the government of India in 1951. The institute is presently having 12000 students, 700 faculty members and 1500 administrative staff. The institute has 19 academic departments, 7 centers, and 8 School of excellence. The institute offers 15 B.Tech(Hons.)programs,38 dual degree programs, 2 interdisciplinary dual degree programs, 6 integrated M.Sc programs, 5 two years M.Sc degree programs of Joint M.Sc PhD. For more detail please visit http://www.iitkgp.ac.in.

Objectives Some of the major objectives of this event would be as under:  To provide intensive hands-on-training to the participants on Library Automation using KOHA (latest version).

2 Central Library, IIT Kharagpur

 To harness modern library tools and technologies for enhancing value to the library services;  To enable the participants in creating and maintaining an institutional digital repository (IDR) at their own;  To provide advance level training on creating digital library services using CMS;  To develop the technological skills to the participants through hands-on training on various aspects and issues of the modern libraries.

How to Reach Kharagpur is situated about 120 km West of Kolkata. Participants can reach to Kharagpur in about 2 hours by train from Howrah Railway Station or 3 hours by car from Kolkata Airport. Kharagpur is also connected by direct train services to most major cities of the country. The Institute is about 10 minutes‟ drive (5 km) from the Kharagpur Railway Station. Private taxis are available from Kharagpur station to reach the institute.

Target Participants & Limited Seat Availability Interested academicians, working professionals and research scholars in the field of Library and Information Science may attend this advanced training programme which will be very effective to run modern libraries. It may also be noted that IT Professionals working in Libraries are also encouraged to attend the courses. The week-long intensive and advanced training courses on Libraryand Information Science helps to build their libraries in a smart way and to enrich their professional knowledge.Short Term Courseparticipants are restricted to 80 only.

Resource Persons  Prof. P. P. Das, Dept. of CSE & Jt.-PI, NDLI, IIT Kharagpur  Dr. B. Sutradhar, Librarian, Central Library, IIT Kharagpur  Prof. S. Matilal, RGSOIPL, IIT Kharagpur  Dr. P. S. Mukhopadhyay, DLIS, University of Kalyani  Dr. S. K. Jalal, Deputy Librarian, Central Library, IIT Kharagpur  Mr. S. G. Roy, Assistant Librarian, Central Library, IIT Kharagpur  Mr. M. Manivannan, Assistant Librarian, Central Library, IIT Kharagpur  Mr. H.K. Biswal, Assistant Librarian, Central Library, IIT Kharagpur

Topics to be covered in the Short Term Course 1. Library Automation using Koha 2. Institutional Digital Repositories and Services using DSpace 3. Digital Library Services 4. Content Management System (CMS)

Central Library, IIT Kharagpur 3

Important Dates  Short Term Coursedate : 7-12 May 2018  Early Bid registration : Between December 15th -April15th,2018  Late Bid registration : Between April 16th– April 30th 2018

Registration &Short Term Course Fees Late Registration Category Early Bid Registration (Jan 15th - March 15th2018 ) (March 16th – April 30th2018) Individual ₹8000/- ₹9000/- Sponsored ₹9000/- ₹10000/- SAARC countries US $250 US $300 Other Countries US $300 US $350 The registration fee includes kit, course materials (Software CD), Lunch and dinner. Participants need to register as per the instruction below and send the print-out of registration form along with Demand Draft or NEFT Payment Receipt to Librarian, Central Library, IIT Kharagpur-721302.

How to Apply

Intended participants may register for the short-term course either through online or offline mode.

Step 1: Participants can make the payment through online i.e. NEFT/ wire transfer to be made in the name of ―CEP-STC‖, Syndicate Bank, SRIC,IIT Kharagpur, A/c No.- 95562200002955 IFSC CodeSYNB0009556.

For Foreign Applicants, the above account number and Account Name will remain the same. You may need SWIFT Code of the Bank: SYNBINBB120; Bank PAN No. AAAJI0323G; GSTIN: 19AAJI0323G1ZM.

Step-2: Foreign Applicants must submit the ―Clearance of the Ministry of HRD, Govt. of India‖ for VISA purpose.

Step 3: Please fill the online registration form correctly and mention the NEFTReceipt No. & Bank Details properly; Kindlymail to:[email protected] filled-in onlineform along with NEFT details.

PLEASE NOTE:Registration once done and payment already made will not be cancelled, refunded or readjusted. Participants may bring his or her Laptop preloaded with Ubuntu for Short Term Course session.

4 Central Library, IIT Kharagpur

Accommodation & Transportation.

The accommodation for the participants may be arrangement in our institute‟s guest houses from 6-13May2018 on payment basis. Name of Guest House Room Type Charges per day Visveswaraya Guest House ₹600 double occupancy D/B AC Room (VGH) (Limited availability) Ashutosh Guest House(AGH) Single Bed AC Room ₹400/- single occupancy Technology Guest House ₹1000/- single occupancy D/B AC Room (TGH) ₹1500/- double occupancy Submit Online Application for Accommodation& Transportation to Email:[email protected]

Short Term CourseCommittee on OSSLM-2018 Central Library, IIT Kharagpur Patron Prof. P. P.Chakrabarti, Director, IIT Kharagpur Course Advisor Prof. P. P. Das, Co-PI, National Digital Library of India (NDLI) Chairman Prof. S. K. Srivastava, Chairman, Central Library CourseCoordinator Dr. B. Sutradhar, Librarian, Central Library Souvenir& Course Materials 1. Dr. S.K. Jalal- Convener 2. Mr. Uma Shankar 3. Mr.Atin Nandi 4. Mr.A. K. Goswami 5. Mr. Samrat Guha Roy 6. Mr. M. Manivannan 7. Mr. H.K. Biswal 8. Mr. P. T. N. Rao Inauguration& Registration 1. Mr. Atin Nandi–Convener 2. Mr. P.T. N. Rao 3. Mrs. Rita Ghosh 4. Mr. Pavan Kumar Gupta 5. Ms Mousumi Saha 6. Mr. K.Tapas 7. Ms Gauri Saha Accounts & Finance 1. Mr. Uma Shankar—Convener

Central Library, IIT Kharagpur 5

2. Dr. T. K. Ghosh 3. Mr. Iraj Khan Short Term Course Portal 1. Mr. S. G. Roy—Convener Accommodation&Transportation 1. Dr. S. K. Jalal– Convener 2. Mr. Atin Nandi 3. Mr. Subrat Kumar Nanda 4. Mr. N. C. Mahato 5. Mr. Arunabha Das 6. Mr. J.C. Mandal Food & Hospitality 1. Mr. A. K. Goswami– Convener 2. Dr. T.K. Ghosh 3. Mr. N. C. Das 7. Mr. Fakir Singh 8. Mr. L. Suresh Publicity & Correspondence 1. Mr. H.K. Biswal- Convener 2. Mr. S.K. Sharma Venue, Networking & Printing Materials 1. Mr. M. Manivannan– Convener 2. Mr. P.T.N. Rao 3. Mr. K.Tapas

If you have any query please mail us: [email protected]

Dr. B. Sutradhar Librarian &STC Coordinator Central Library, Indian Institute of Technology Kharagpur Kharagpur 721302.Ph: 03222-282432 (O) E-mail : [email protected] Dr. S. K. Jalal Deputy Librarian, Central Library Indian Institute of Technology Kharagpur Kharagpur 721302.Ph: 03222-282440 (O) E-mail : [email protected]

6 Central Library, IIT Kharagpur

Chapter-2

National Digital Library of India: Revolutionizing the Evolution of Library Services

https://ndl.iitkgp.ac.in

Team NDLI, IIT Kharagpur

Evolving digital technologies are continuously changing all aspects of human civilization including the way we acquire knowledge and skill. Knowledge assets used to be available in physical form, mostly on paper. But now these are being made available more and more in electronic form (as e-contents). Software technology is facilitating easy and precise discovery and personalized organization of required knowledge asset(s) through a few clicks. Internet has made it possible to access e-contents from anywhere and at any time. All these are leading to a paradigm shift in approach of mankind in accessing knowledge assets and mode of learning. Thus the gradual evolution of Libraries and archives - the storehouse of knowledge assets and the seat of learning are undergoing a silent conceptual revolution. This has resulted in many digital library initiatives in the world including India.

The learner community, however, has not been able to fully leverage the potential of digital libraries and portals yet. Learners still have to visit individual websites to access e-resources, need to learn retrieval / search techniques separately or navigate through huge volume of search results manually in a painstaking and time consuming manner. In the process learners often miss out the desired e-resources in spite of their availability. Collaborative learning, a very effective mode of learning, which digital technology largely facilitates, is also mostly unavailable due to absence of integration of learner-learner, teacher-teacher and teacher- learner communication within the learning environment. The opportunity that the technologies provide has only been leveraged partially, but not comprehensively, for advancement of education and research.

In this background Ministry of Human Resource Development (MHRD) under its National Mission on Education through Information and Communication Technology (NMEICT) initiated the National Digital Library of India (NDLI) Project in April 2015 to develop the overall framework of a facility that can provide a single-window access to learners for e- contents, address the issues of collaborative learning and facilitate self-paced personalized learning.

The charter of NDLI is not to create a new Library, but to make a deftly crafted umbrella over the existing ones, thus making it a huge repository of knowledge which can bridge the gaps that exist in the wide range from literacy to advanced knowledge discovery and development of knowledge.

NDLI is available at https://ndl.iitkgp.ac.in. It is also available as a Mobile App which can be downloaded from Google Play Store (Android Version) and Apple App Store (iOS Version). Details about the project are available at http://www.ndlproject.iitkgp.ac.in.

Central Library, IIT Kharagpur 7

NDLI currently hosts 1.7 Cr. content items, sourced from 165 national and international content partners. 104 of these partners are academic and research institutions of the country, 8 are School boards, 5 are publishers and rest being mostly international and non- government organizations. Contents cover about 30 lakh books, 21 lakh audio books, 118 lakh articles, 1 lakh thesis, 22 thousand video lectures, 11 thousand question papers, 1 lakh case studies, 1 lakh law judgements and several others. These contents are spread over 79 lakhs in the area of technology, 42 lakhs on natural science & mathematics, 14 lakhs in social science, 5 lakhs in literature, 4 lakhs in history & geography, 3 lakhs in philosophy & psychology, 1 lakh in fine arts and the rest being in other areas. Contents are in more than70 languages, comprising about 143 lakhs content items in English, 2 lakhs in Hindi and the rest being in all other languages.

User Interfaces are currently available in English, Hindi, Bengali and Gujarati. Development of User Interfaces in 9 other popular Indian languages is in advanced stage and will be made available soon.

NDLI currently has more than 3 million registered users and 1.5 million active users. Mobile App users are about 9 lakhs. Users from more than 9 thousand educational institutions are using the NDLI. Contents are regularly ingested and new users are getting engaged daily.

NDLI Mobile App is the Winner of mBillionth Awards 2017, awarded by Digital Empowerment Foundation for South Asia and Asia Pacific Region, in Learning and Education category.

NDL Vision The vision is to build NDLI as a National Knowledge Asset that should become the key driving force for education, research, innovation and technology economy in India. Inclusiveness and openness are the main mottos of NDLI. So coverage is going to be diverse to include various economic, technical, strategic, and social sectors. Any format of digital content including text, image, audio, video, animations, simulations, datasets, etc. are to be supported and all types of learning resources are to be hosted. NDLI will facilitate students to prepare for entrance and competitive examinations and enable learners to learn from best practices from all over the world and adopt them. Technological innovations in new-age multi-media education are being fully exploited to render a personalized, self-paced learning platform which will help researchers to perform inter-linked exploration from multiple sources. NDLI will extensively use state-of-the-art analytics technique to facilitate resource discovery process and interaction for the users.

NDL Mission The mission is to create a 24X7 infrastructure to provide an immersive digital learning environment for learners, leveraging SWAYAM/ SWAYAM Prabha and Credit Transfer and Virtual University facilities thus being an enabler of the National Digital Initiative in Education as depicted in Figure 1.

8 Central Library, IIT Kharagpur

School, Certificate, Knowledge Diploma, UG & Repository: PG: Internet Internet, Mobile National SWAYAM and Digital SWAYAM: SWAYAM Prabha Library of Instrument for self-actualization India SWAYAM Prabha: 32 DTH, 24x7

Credit Transfer School, UG, PG, and Open U, Virtual IIT PAL: TV – DTH Up to 20 Certification credits from MOOCs

Figure1: National Digital Initiative in Education

Finally, it will support the continual evolution of new pedagogy of learning and new opportunities to leverage Information and Communication Technology (ICT) in education and thus can facilitate fundamental shift in the paradigm of education and research of the country. In short, NDLI is destined to bring in a revolution in the typically slow process of evolution for the emerging library services.

Objectives of NDLI NDLI envisages building a facility using ICT and available e-contents to provide a single- window search facility and a collaborative, facilitated and self-based e-learning framework for all stakeholders to work together in the learning phase. It will have interfaces through which the applications built by entrepreneurs can be integrated to deliver different value- added services to the learner and teacher communities. In the ultimate contour there will be a set of search services, certain external services like document delivery, personalization, catalogue services, different learning services and a whole range of community services. The framework will use plug-and-play so that newer applications can be brought in at later stages. This has led to set the following objectives for the pilot project: 1) To create a 24X7-enabled infrastructure which will include the hardware, networks, software tools, applications, interoperability standards. This would cut-through different interoperability standards and make them work together through a single- window. 2) To harvest Institutional Digital Libraries (IDRs) across institutions of the nation 3) To facilitate select institutes to disseminate existing contents 4) To provide support from immersive E-learning environments at multiple levels spanning across:

Central Library, IIT Kharagpur 9

(a) All academic levels: schools, colleges, universities and life-long learning (b) All disciplines: Science, Arts, Engineering, Medical, Law, and so on (c) All languages: Vernacular as used as medium of instruction 5) To support interfaces in vernacular and for differently-abled users

Since inclusiveness is main motto of NDL, it will host video/audio material, software, animations, simulations, web-courses, lab materials, question banks, model answers, etc. in addition to traditional forms of books and journals and cover all domains of knowledge. A representative view of the content coverage is given in Figure 2. It will cover Arts, Culture, Heritage and Sports Science and not just Humanities, Engineering, Medical, Law. There will be MOOC courses where anybody will be able to attend a course and earn the credit. It will accept relevant contents from all kinds of contributors, institutions as well as individuals.

Figure 2: Range of Contents in NDL

Model of NDLI Figure 3 depicts the model of NDLI where services have been structured in three layers.

The Digital Repository or DR layer is at the center that caters to basic Authoring and Acquisition Services. Authoring services deal with content creation and acquisition services deal with content borrowing.

Digital Library or DL layer is the middle layer that provides two major Dissemination Services. One is of content search which is a huge component towards the learning part. The other one is of content access.

10 Central Library, IIT Kharagpur

At the outer layer is the National Digital Library of India or NDLI that supports services like Multi- faceted Interface, Multi-lingual Search and Personalized Learning. For example, a class VIII student looking for “magnetism” as content and a post-graduate student in physics looking for “magnetism” as content will retrieve different sets of contents appropriate to respective levels of education. Another area of personalization of services relates to multi-faceted interface and provision of filters. NDLI tier will also support Open Services through which others will be able to build new extensions to it in future – such as a Mobile App of NDLI that is already available.

Structurally, NDLI has been designed as a network of repositories. The DR layer, that actually carries the contents, is not just hosted at IIT Kharagpur. The servers at IIT Kharagpur host only the metadata. The full-text contents are hosted at the respective DRs (a DR could be an IDR supported by DSpace or ePrint or a website or the like) of the content owner / provider and are accessed through URL. Respective DRs provide the metadata of their contents to NDL through a separate channel. This is managed in the DL layer. Search and browse requests for contents work on metadata and rendered to users as a list of available contents. When the user intends to access a particular content so listed, she/he is redirected to the URL of the content for actual access to happen from the respective DR. The outer NDL layer hosts the metadata index sets, intelligent graphic interfaces, usage analytics and other value-added services.

Figure 3: 3-Layer Model of NDLI

Scaling up NDLI

NDLI has been designed to scale up as a full-blown National Digital Library of India that can address the learning needs of the entire population of the country covering all academic levels right from school level to life-long learners, all disciplines, all languages and all forms of learning resources. Its charter covers support for large volume of users and comprehensiveness with respect to content type, content volume, content coverage, resource source coverage, multilingual support, bipartite/ regional / international/ industry collaboration etc. It is going to support a wide range of multilingual and differently-abled users, providing a gamut of state-of-the-art and innovative user

Central Library, IIT Kharagpur 11

friendly features and tools and maintaining a high level of service metrics. Challenges are enormous both from the perspective of IT as well as Library professionals.

Providing user friendly interface and efficient content retrieval for users of a wide level and domain of learners is an interesting problem to solve. For example, a user interested only in contents of School education would like to have a user interface which meets her / his specific needs, such as results of filtering options for Education Level to precisely retrieve resources relevant to a specific class, say Class –VII or VIII. She / He is also interested in Difficulty Level of the resource so that she / he can organize her / his teaching plan. And she / he wants these without the overhead of the options relevant for a research scholar or a herbarium scientist. On the contrary, a herbarium scientist would need to browse the repository by Family, Genus, Scientific Name, Collector and Country, which have hardly any relevance to contents of most other domains. She / He would not like to have the unnecessary filter options for Education Level or Difficulty Level. The plan is to structure NDLI in multiple verticals according to domain of knowledge assets. Domains that are currently being considered include School, Undergraduate and Postgraduate (in Science, Engineering, and Humanities), Medical, Law, Competitive and Professional Examination, Articles and Journals, Art, Culture and Herbarium. More domains will get added as the NDL evolves. The vertical oriented organization means employing domain-specific user interface, domain-specific metadata schema and federated searching. Such a domain oriented organization facilitates users in retrieving the required resources of a domain easily and precisely. For example, for herbarium domain, the metadata schema need to have fields like Family, Genus, Scientific Name, Collector and Country, which have hardly any relevance to contents of most other domains. Similarly, contents of School domain need to have metadata for Education Level and Difficulty Level which may not be of use for other domains. Thus many of the metadata fields are domain specific. If a single metadata schema is employed, making a union of metadata fields of all these domains the schema becomes too wide making the index heavy and search and ingestion processes inefficient. Domain specific separate metadata schema, index and search engine is employed to circumvent this issue. Using federated search technology, a single user query request is distributed to domain specific search engines and to corresponding domain specific metadata indices and the results fetched from multiple search engines are aggregated, appropriately organized and ranked for presentation to the user.

Studies and deliberations are under way about various options for a large scale IT infrastructure that can support the huge user base. Devising appropriate IT infrastructure, implementing a well- functioning federated search, providing interface for differently-abled users and state-of-the-art and innovative user friendly features and tools are some of the challenges that IT professional need to handle for a successful scale up of NDLI.

Serviceability of NDLI Library professionals of conventional libraries are the sole interface for its users. They are the people who provide the whole range of library service like search, access, issue-return, and recommendations etc. to the users; making libraries usable and effective. They diligently handle all the challenges posed regularly by the user communities and maintain the high level of service metrics causing user delight. Though in case of digital libraries the first level of user interface is a screen, Library professionals now need to play an even more important role in them to attain a high level of service metrics so that proper services can be digitally created, delivered, and maintained. The metric parameters of digital libraries may be classified in three major dimensions,

12 Central Library, IIT Kharagpur

each dimensions being measured with respective multiple parameters, as depicted in the chart below.

ORGANIZATION OF DEPTH OF CONTENTS INTERFACE FEATURES CONTENTS Scope Coverage Search & browse related Resource volume Temporal Facet/filter options Resource sources Spatial User aids Authenticity of resource Comprehensiveness of metadata Display flexibility source Multilingual resource Compliance to metadata Asset acquisition/ standards format options Multilingual user interface Availability on browsers & devices Support for differently-abled users Response time Update frequency

Most of these parameters are self-explanatory; however, a few which may be subject to interpretation, are elucidated below. Also some the parameters may have sub-parameters for comprehensively capturing all aspects of usability and serviceability.

In terms of organization, “scope” of the library refers to the level and domain of users that the library is intends to support, such as School users, College users, Research Scholars, Medical professionals, Legal professional, Business professionals, Life-long learners, etc. This is usually dictated by the charter of the library sponsor. Content “coverage” deals with the range of objects the library contains, such as Learning objects, Scholarly objects, Art objects, Bibliographic records, Geographic data, Statistical data, Cultural objects, Sports objects, Objects of public interest (for example, Newspaper) etc. as well as types of objects, such as books, periodicals, journals / magazines, images, question banks, simulations, animations, videos, etc.

Interface features are crucial as user friendliness of a digital library is determined by this. User Interface is a huge topic and an area of continuous research. A few interface features are sub- parameterized here just to offer a feel of its enormousness. “Search” is the most important feature and its metric is measured through not just accuracy of retrieved results but availability of features such as Simple search, Advanced search, Range search, Proximity/Phrase search, Truncation (Left, Middle, Right) search, Boolean search, Fuzzy/Did you mean search, Command line search, etc. “User aids” metric may be measured through sub-parameters like Auto suggestion during search key typing, Online thesaurus support during search, Facility of saved search, RSS feed for search query, Navigation between records (Next/previous), Navigation within record, Navigation within attached thesaurus, Facility to change theme, Comment posting, Tagging, Review posting, Ratings, Multilingual virtual keyboard, Online help, etc. The metric of “Display flexibility” is measured by Option to select display formats (Short, Medium, Long), Display control (both Number of hits and Object count), Search history display, Sorting of retrieved results (by Relevance, alphabetic by Author and Title (A/Z & Z/A), Chronological), Search statistics facility, Downloading and Printing

Central Library, IIT Kharagpur 13

facility, Integration facility (merging of similar records), Data transfer options (like Text, csv, MARC, MARC-XML, JSON etc.), Citation generation, etc.

Role of Library Professionals in NDLI Library professionals are the human interface for the users of digital libraries and hence they need to ensure a high level of service metrics of digital libraries. As may be noted from the above chart, content acquisition is a dominant aspect of the service metrics. Library professionals traditionally possess strong expertise in this area and shall play a key role in enriching digital libraries on a sustained basis by acquiring requisite contents. There are critical aspects like Copyright and IPR protection, verifying authenticity of resource sources, collaboration with various agencies which are forte of Library professionals and they will render enormous value to digital libraries by taking care of these functions. Though implementation of feature related aspects of digital libraries is done by IT professionals, Library professionals drive it by communicating the requirements, ensuring timely roll out and monitoring proper functioning. Library professionals also collate user feedbacks, organize these in the form of requirements and communicate these to IT professionals for issue/bug fixing and enhancements. They also monitor the metrics and ensure that a high level of service is attained and sustained. In the process they also will refine and enhance the metric parameters mentioned above over time with evolution of technologies, services, innovation and usage.

Library professionals thus will play a pivotal role in running digital libraries and are destined to become even more crucial compared to conventional libraries.

Conclusions The full scale NDLI will bring in a revolution in the gradual evolution of the library services by ushering in a new education movement in the country covering all stages from kindergarten to cutting edge research to life-long learners. The true advantages of the digital technology will thus be imbibed in the revolution to help Digital India leapfrog to the position of a world leader in education. Making learning resources available for leaners of the country for any level of education, on any subject, in multiple Indian languages and through Indian language user interfaces from a single source, in a seamless, open, easy and free or low-cost mode in the form of a full-scale NDLI is going to be an enabler in democratizing the education in the country by removing regional, access, time, economic and any other social or gender barrier. NDLI is going to showcase how digital libraries will enrich the role of Library professionals and exemplify their criticality in rendering a high level of service.

For information and news on NDL, visit: https://www.facebook.com/NDLIndia/ http://www.ndlproject.iitkgp.ac.in/ndl/

For queries, write to: [email protected]

14 Central Library, IIT Kharagpur

Chapter-3

DSpace Working Manual: Live DVD Installation, DSpace Configuration & DSpace Item Workflow Dr. B. Sutradhar and Mr. S. Guha Roy

Objective

1. OSSLM Live DVD Installation . Installation of Ubuntu 16.04 along with Koha 17.05 and DSpace installation files

2. DSpace Installation in any Linux Flavors (32 bit / 64 bit Arch) . Hardware and Software Requirements . PostgreSQL Installation . Creating user roles and Database using pgAdmin III . Maven and Ant Building Tools

3. Community and Collection and Item Workflow . Creating Community, Collection and item upload. . Creating EPersons . User Access Authorization . Item Review and Submission . Media Filter & Full Text Indexing

1. OSSLM Live DVD Installation

Steps for Installation:

Boot the PC with the Live DVD and Login with “Koha” user with password koha123. Then Open terminal and type the command “sudo ubiquity” This will start the installation process and steps are shown below.

Central Library, IIT Kharagpur 15

16 Central Library, IIT Kharagpur

Central Library, IIT Kharagpur 17

Click on continue and finish the installation process. Remove the DVD and Restart the system and then boot from hard disk.

For Login in koha user use password as “koha123” and for login in DSpace user use password “dspace123”

Koha Staff Client: http://localhost:8081/ Koha OPAC : http://localhost:80/

DSpace Installation in any Linux Flavour (32 bit / 64 bit Arch) Hardware Requirement Minimum Required: Preferred: A Desktop Computer with the following A Desktop Computer with the following configuration: configuration: 1. Intel Dual Core Processor 1. Intel Quad Core Processor 2. RAM: 2 GB 2. RAM at least 8 GB 3. Hard Disk capacity – 320 GB 3. Hard Disk capacity – 1 TB 4. Network – 10/100 Mbps network card 4. Network – 10/100/1000 Mbps network card 5. WAN – Registered domain name and 5. WAN – Registered domain name and internet connectivity internet connectivity

Prerequisite Software  UNIX-like OS or Microsoft Windows (Preferably Ubuntu, CentOS, Fedora)  Oracle Java JDK 7 or OpenJDK 7  Apache Maven 3.5.0+ (Java build tool)  Configuring a Proxy  Apache Ant 1.9.9 or later (Java build tool)  Relational Database: (PostgreSQL or Oracle)

18 Central Library, IIT Kharagpur

 Servlet Engine (Apache Tomcat 8.0.23 or later, Jetty, Caucho Resin or equivalent)

Step1: Login as Linux Root user and create a dspace user with password as dspace123 command # useradd -m dspace # passwd dspace

Note typed password is not displayed and type it for two times irrespective of dictionary error warning as we are using an easy password. Now log out and login as dspace user Copy the IDR.tar.gz file in the dspace users home directory, then untar the file.

Step2: Installation of PostgreSQL software Open the terminal window and give the commands as shown below $ su - root password: (please give the root password)

Please note use root login for linux flavours like centos, fedora, rhel etc and use “sudo” for Ubuntu linux.

# cd /home/dspace/IDR

IDR# ./pgsql32.sh (for 32 bit OS)

IDR# ./pgsql64.sh (for 64 bit OS)

Please keep on clicking on next button. Don‟t change the default settings. When the wizard will ask for password please give dspace123

After the completion of installation, type # exit command in the terminal it should show $ prompt again.

Now create user and database

Execute PGADMIN III - > double click on pgsql server ->provide the password as dspace123

Right mouse click on Roles -> create new role -> role name: dspace and password as dspace123

Right mouse click on databases -> create new database -> database name: dspace and owner as dspace

Right mouse click on databases -> Select new created database ―dspace‖ right click on it -> Select New Object -> Select New extension then select ―pgcrypto‖ from the dropdown list.

Note:

Central Library, IIT Kharagpur 19

DSpace 6 requires Postgres 9.4or above with the pgcrypto extension enabled.

The pgcrypto extension allows DSpace to create UUIDs (universally unique identifiers) for all objects in DSpace, which means that (internal) object identifiers are now globally unique and no longer tied to database sequences.

Step3: Now set the environmental variables for JAVA_HOME, ANT_HOME, and M2_HOME as well as set the proxy address. Execute the commands shown below. Go back to the terminal and type

IDR$ ./env32.sh (for 32 bit OS) IDR$ ./copy32.sh IDR$ source env32.sh IDR$ ./test.sh (this shows that the environmental variables setting)

IDR$./env64.sh (for 64 bit OS) IDR$./copy64.sh IDR$ source env64.sh IDR$./test.sh (this shows that the environmental variables setting)

Open files explorer and go to dspace home directory, enable the „show hidden files‟ option. Then go to .m2 folder right mouse click and then open settings.xml file in gedit and rewrite the proxy address it resource or remove the existing proxy address and port number.

Step4: Installation of DSpace Software. Execute the commands in terminal as shown below

IDR$ ./install.sh

It should show the following Output in the terminal screen

...... 20 Central Library, IIT Kharagpur

Build Success

... Fresh install

... Create Administrator

email: First Name: Last Name: Password: (This password is not visible and re-types when asked next again) ->Tomcat Started

Central Library, IIT Kharagpur 21

Step5: Open Firefox Browser and Type http://localhost:8080/xmlui

DSpace Home Web Page Opens!!!

Step6: Tomcat Shutdown and Startup commands terminal window and give the commands as mentioned below in the terminal window.

$ cd IDR IDR$ ./shutdown.sh IDR$ ./startup.sh

Note: Files and folder present in IDR Folder:

IDR folder: IDR folder is being extracted in „dspace‟ home directory. This folder contains to following Prerequisite software required for DSpace Installation. Sl. No. Software Name Software Details

Apache Ant software 1 apache-ant-1.9.9

Apache Maven Software 2 apache-maven-3.5.0

Apache Tomcat - Web Server hosting the dspace Web site 3 apache-tomcat-8.0.23

Dspace Installation Folder 4 dspace_inst

Dspace Source folder required to compile install DSpace 5 dspace-6.0-src-release

JDK for building the dspace source software for 32bit 6 jdk1.7.0_80_32bit

JDK for building the dspace source software for 64bit 7 jdk1.8.0_45_64bit

M2 contains all the java class files needed building dspace 8 m2 software Tutorial folder having all the pdf files for dspace installation and configuration 9 Tutorial IDR folder is also having various shell script files for the easy installation of DSpace

22 Central Library, IIT Kharagpur

Item Work-Flow Management

Communities -> Contain sub-communities OR collections only

Collections -> Contain items only

Items -> Contains metadata and Bitstreams (files) and license only

Creating Community – Steps

Create Community (under Context Menu) - > Enter the community name (mandatory) and metadata (it only) -> Upload a logo file (optional) -> Finish/Return

Creating Sub-Community Step

Create Sub-Community (under Context Menu) - > Enter the Sub-community name (mandatory) and metadata (it only) -> Upload a logo file (optional) -> Finish/Return

Creating Collection – Steps

Navigator into a Community or a Sub-Community.

Create Collection (under Context Menu) - > Enter the collection name (mandatory) and metadata (optional) -> Upload a logo file (optional) -> Finish/Return

Central Library, IIT Kharagpur 23

Do it yourself:

Create community and collection hierarchy as shown below:

PHD Thesis (Top Community) Create and Submit an Item |-----Dept of CSE (Sub Community) Log in as administrator / Submitter |------Thesis Title 1 (collection) -> Choose the community/collection you |------Submit Item wish to submit an item to -> Select “Submit |-----Dept of ECE (Sub Community) a new item to this collection” -> Describe |-----Dept of HSS (Sub Community) the item (metadata) -> Browse for and |-----Dept of CET (Sub Community) upload the file content) -> Review if necessary -> Grant the license

Creating E-Person

Dspace user (E-person) is created by command prompt:

$ dspace_inst/bin/dspace user --add --email -g -s --password e.g.

$ dspace_inst/bin/dspace user --add --email [email protected] -g New -s User --password dspace123

Dspace user (E-person) is created by dspace GUI: (Mail Server Configuration is Prerequisition)

Select “People” (under Administrative – Access Control). Click “Create a new e-person”. Add the new person‟s name and contact information. Click “Create Eperson”

Access Authorizations

Authorization is the function of specifying access rights/privileges to resources related to information security and computer security in general and to access control in particular. More formally, "to authorize" is to define an access policy. For example, human resources staff is normally authorized to access employee records and this policy is usually formalized as access control rules in a computer system.

Bitstream -> READ –can open the file, WRITE –can alter the file

Item ->READ –can view the item, WRITE –can modify the item, ADD/REMOVE –can add or remove bitstreams 24 Central Library, IIT Kharagpur

Collection -> ADD/REMOVE –can add or remove items from the collection

DEFAULT_ITEM_READ –new items receive this READ attribute

DEFAULT_BITSTREAM-READ –new bitstreams receive this READ authorization

COLLECTION_ADMIN –can edit or withdraw items, or map items into the collection

Community -> ADD/REMOVE –can add or remove collections from the community

Steps for adding authorizations/policies to a community:

1. Click on “Authorizations” (under Administrative – Access Control)

2. Click on the Community whose policy you wish to create/modify

3. Choose either “Add a new policy” or “Edit” to modify an existing group policy

4. Choose the action (permission) you want to give the group

5. Choose the group to whom the action is being given

6. Choose “Save”

Steps for adding authorizations/policies to a Collection:

1. Choose the collection

2. Choose “Edit Collection” (under Context Menu)

3. Choose the “Assign Roles” tab

4. Choose the e-people or group to whom the role is assigned -> Then Choose “Save”

Full Text Search using Media-Filter : Available Media Filters HTML, Text, JPEG Thumbnail, PDF text, XPDF, Word, PowerPoint, ImageMagick. Filter Media from Command Prompt

$ dspace_inst/bin/dspace filter-media

Central Library, IIT Kharagpur 25

Chapter 4

DSpace Working Manual: Implementing Metadata Registry and Controlled Vocabulary in DSpace

Dr. B. Sutradhar, Mr. S. Guha Roy and Mr. Shibabroto Banerjee

Objective

1. Introduction to Metadata Schema and its Implementation in DSpace  Understanding Metadata Schema and implementation  Implementation new Metadata Schema e. g LRMI  Modifying metadata entry and item upload from 2. Implementation of Controlled Vocabulary in Subject Classification  Implementation of Controlled Vocabulary, DDC Subject Classification  Modifying the “input-forms.xml” file DDC Implementation This module will introduce the concept of metadata, and it uses. Following to that, the metadata support in DSpace will be explained along with how the metadata is stored. The metadata registry which configures the metadata schema will be shown, and the default metadata schema will be examined. Finally the module will show how to add a new metadata schema, along with hands –on experience to add a new field to the Dublin core schema.

Sample metadata fields in DSpace

Field

Description Metadata

Field

What is metadata? Metadata is used to describe documents. In DSpace metadata is used to describe the objects in the Digital Repository. Metadata can be applied for different item, communities and collection. Dublin Core DSpace is installed and configured to use the Dublin Core metadata schema by default. Dublin core is made up of elements, and qualifiers.

26 Central Library, IIT Kharagpur

There are 15 base elements: 1. Title 2. Creator 3. Subject 4. Description 5. Publisher 6. Contributor 7. Date 8. Type 9. Format 10. Identifier 11. Source 12. Language 13. Relation 14. Coverage 15. Rights

The metadata registry The metadata registry is accessed via the „Administrative‟ menu, by selecting the „Metadata Registry‟ link. By default Dublin Core (dc) is included in DSpace. New schemas can also be added. Modifying a metadata schema: A schema can be modified as follows:  Current elements can be modified using the „Update‟ button  Elements can be deleted by using the „Delete‟ button next to an element  New elements can be added using the „Add Metadata Field‟ section at the bottom of the page. The qualifier is optional. – give an example of each. Types of metadata: Metadata can be split into two types: 1. Descriptive metadata: Descriptive metadata describes attributes of an object, such as its name, its creator, or its size. 2. Administrative data: Administrative metadata helps with the administration of an object. Examples include the location of the object or the name of the user who created the metadata about the object. Creating a new Metadata Registry – LRMI

1. Login as Administrator 2. Click on Metadata 3. Create a new namespace as lrmi 4. Enter the new lrmi metadata elements

Click on „Metadata‟

Under the „Registries‟

Central Library, IIT Kharagpur 27

Enter the LRMI Schema URI (Search for LRMI Metadata specification on Google and choose the URI from the second option in results page)

Enter the Metadata Schema Name (use lower-case alphabets)

Adding two metadata elements as mentioned below

1. lrmi.educationalAlignment.pedagogicObjective

Enter the LRMI Field

Name

Add the LRMI

New Field

28 Central Library, IIT Kharagpur

2. lrmi.learningResourceType

Enter the LRMI Field

Name

Add the LRMI

New Field

Modify the input-forms.xml as below [dspace home ]/IDR/dspace_inst/config/ input-forms.xml

Adding newly entered metadata elements/qualifiers in input-form.xml

Path: home/dspace/IDR/dspace_inst/config/ input-forms.xml Copy the command line from ‗ to ‘ and paste the command line after dc enter the ‗‘. contributor After copy and paste then author modify the input-form as your true requirement, like ‗author to Authors guide‟ and ‗Authors to Guides‘. name Enter the names of the authors of this item.

Central Library, IIT Kharagpur 29

DDC Implementation Steps

1. Copy ddcE.xml file from CD and paste it to the path as mentioned below /home/dspace/IDR/dspace_inst/config/controlled vocabularies 2. Edit the dspace.cfg in the following /home/dspace/IDR/dspace_inst/config/dspace.cfg choices.plugin.dc.subject = srsc to ddcE [this line needs to be edited] 3. Edit the input-form.xml file in the following /home/dspace/IDR/dspace_inst/config/input-forms.xml dc subject true Subject Keywords twobox Enter appropriate subject keywords or phrases. srsc to ddcE [this line needs to be edited] Shutdown and Restart the apache tomcat using the command as mentioned below

$ /home/dspace/IDR/shutdown.sh Translate ―srsc to ddcE‖ $ /home/dspace/IDR/startup.sh Finally the subject classification page will look like the following

DDC Class Number

30 Central Library, IIT Kharagpur

Chapter 5

DSpace Working Manual: DSpace GUI Customization, Bulk Data Handling and Export – Import Processes

Mr. Shibabroto Banerjee

Objectives

1. DSpace GUI Customization  Modifying Theme, Logo & Colours.  Internationalization  Modifying DSpace News Aspect 2. Full Text GUI Customization, Bulk Data Handling and Backup  GUI Customization  Backup Procedures  Working with Bulk Data Theme Modification – Steps

What is Theme? A Manakin/DSpace installation may have multiple themes installed and available to be used in different parts of the repository. The central component of a theme is the sitemap.xmap, which defines what resources are available to the theme such as XSL stylesheets, CSS stylesheets, images, or multimedia files.

Which Theme is in use? We are using ‗Atmire Mirage theme‘.

Which Theme we are going to set? We are going to set the theme of ‗Classic‘.

1. Open file “dspace_inst/config/xmlui.xconf” in any Text Editor 2. Search for tag within file/ scroll to the end of file 3. Comment the theme “Atmire Mirage” as shown below  4. Uncomment the Theme “Classic” as shown below 

Full code will look like this

Central Library, IIT Kharagpur 31

Do it yourself: Change back to the Atmire Mirage theme

Logo Modification- Steps

Step1 What is DSpace Logo Picture? Prepare a logo as follows (125x74 pixel). Here image format is PNG.

Step2 We must download our institution/University/College Logo and save to a specific directory:

Step3

1. Open the file “dspace_inst/webapps/xmlui/themes/Mirage/lib/css/style.css” in gedit 2. Search for ds-header-logo within file 3. Modify the “background: url” attribute with new logo name

#ds-header-logo{ float:left; width:48px; height:50px; margin-top:10px;

32 Central Library, IIT Kharagpur

background:url('../../images/iitkgp logo.png'); background-repeat:no-repeat; background-color:transparent; margin-right:15px; Change the logo name as } the institute name

Header Colour Modification

1. Open the file “dspace_inst/webapps/xmlui/themes/Mirage/lib/css/style.css” in Gedit. 2. Search for “ds-header-wrapper” within file. 3. Change background color of the header with hex code/colour name 4. Find hex code from the url : http://www.color-hex.com/

#ds-header-wrapper { background-color: #1F3F5E; color: white; min-width: 950px; }

Localization - Steps 1. To change the Header message 2. Open the file “dspace_inst/webapps/xmlui/i18n/messages.xml” in any Text Editor. 3. Replace “DSpace Repository” with the name of your Institute, e.g.  DSpace Repository Line No. 2170, Col No. 76

To change DSpace News Aspect message make changes in the following file:

1. Open the file “dspace_inst/config/news-xmlui.xml” in gedit. 2. Search and make necessary changes in the following line/s

DSpace Repository

DSpace is a digital service that collects, preserves, and distributes digital material. Repositories are important tools for preserving an organization's legacy; they facilitate digital preservation and scholarly communication.

The final look of the page will be of the following type

Central Library, IIT Kharagpur 33

Header Logo Text

Massage Aspect Top –Level Communities

Export – Import Processes

AIP or Archival Information Packages Export or Backup command: $ dspace_inst/bin/dspace packager -d -a -t AIP –e -i .zip e.g. $ mkdir AIP $ dspace_inst/bin/dspace packager -d -a -t AIP –e [email protected] -i 123456789/1 AIP/thesis.zip SIP or Simple Archive Format Export or Backup Command: $ dspace_inst/bin/dspace export –t COLLECTION –i < handle id of the collection> -d /path/to/destination –n e.g. $ mkdir SIP $ dspace_inst/bin/dspace export –t COLLECTION –i 123456789/3 –d SIP/ -n 0001 Import or Restore Command: $ dspace_inst/bin/dspace import –a –e -c -s -m e.g. $ dspace_inst/bin/dspace import –a –e [email protected] –c 123456789/6 –s SIP/ -m SIP/map1.txt CSV or comma separated values Export and Import Export Command: $dspace_inst/bin/dspace metadata-export -f /batch_export/col_14.csv -i /123456789/24 Import Command: $dspace_inst/bin/dspace metadata-import -f /dImport/col_14.csv

34 Central Library, IIT Kharagpur

Chapter 6

Koha Working Manual: Installation, Configuration and Administration

Mr. Samrat Guha Roy

Objectives

1. Koha Login

2. Creating Super Librarian Patron

3. Creating Library and Setting up the Library

4. Administration: How to set “Global system preferences”

Koha Login - Login in Ubuntu as koha user with password koha123

URL: http://localhost:8081

User name: osslm

Password: koha123

Click on Add a Library -> Start defining libraries -> Enter details of your library as shown below.

Central Library, IIT Kharagpur 35

How to “Set a Library” – Click on the NO LIBRARY SET link then choose library and then click on submit button

After data submit click on Home then again click on “create patrons” button

Click on Koha Administration -> Patron Categories -> New Category

Click on “add a patron category”

36 Central Library, IIT Kharagpur

Steps to Create Patron - To create a staff account, create a library, a patron category 'Staff' and add a new patron. Then give this patron permissions from 'More' in the toolbar.

Steps to set the staff login permission – Click on the more option as shown below

Steps for Bulk Patron Import

 Check the Category Code : Home -› Administration -› Patron categories  Check the Branch Code : Home -› Administration -› Libraries and groups  Upload the csv file : Home -› Tools -› Import patrons ->choose File

How to set Notices and Slips for Patrons

Click on Home -› Tools -› Notices & Slips

Then Copy notice to “Central Library IIT Kharagpur” or your defined Library.

Central Library, IIT Kharagpur 37

How to create Patron List: Home -› Tools -› Patron lists -› New patron list

Steps for Adding the Patron in the Category: Home -› Tools -› Patron lists -› Under Graduate -› Add Patrons

Search for the patron and then add them

Administration: Global system preferences control the way your Koha system works in general. Set these preferences before anything else in Koha.

Get there: More > Administration > Global System Preferences

Koha Manual Help Source: https://koha- community.org/manual/17.05/html/ index.html

38 Central Library, IIT Kharagpur

Koha Acquisition Module Samir Kumar Jalal

Koha acquisition module is one of the major modules in Library Automation Software. Acquisition Module works in two ways: a) ThroughAdministration>Acquisition Parameters  Currencies and Exchange rate : setting  Budgets: Define  Funds: Allocate b) Through Acquisition Module  Create New Vendor> Vendor name and discount are essential  Create Suggestions  Add Basket  Ordering  Invoicing  Reporting The acquisition module starts with defining a budget in Administration and then creating the new vendor list. Step-1: Create Active Currency Home>Administration>Acquisition Parameters>Currencies &Exchange Rate

Note: Please tick off the active currency and it should be unit (one).

If you do not have an active currency, you will see an error message telling you to choose an active currency.

Step-2: Define Budget Home>Administration>Acquisition Parameters>Budgets> Define Budget  Active Budget: it is current budget.  Inactive Budget: it is not in operation

Central Library, IIT Kharagpur 39

Note: If we want to show the budget head (e.g. FY 2018- 2019) under active budget, then we have to give a tick mark under active check-box while defining budget. If you forget to tick off the cheek-box under ‗Make budget Active‘ then the budget name will be shown under inactive budgets.

Step-3: Add Fund under Budget Home>Administration>Acquisition Parameters>Budgets Administration> Active Budgets>Actions>Add Fund

Fund Allocation & Add Child Fund, if any Department-wise or Book Type-wise Main Fund & Child Fund (e.g. Department of Chemical Engg has Rs.200,000/- main fund , which can be distributed under General books and Textbook through Actions>Child fund

40 Central Library, IIT Kharagpur

Step-4: Add Vendor Home>Acquisitions>New Vendor

Note: Vendor name is mandatory but it is good to mention contact person, address and discount percentage while creating the new vendor.

Step-5: Create New Basket a) After creating vendor, you will find option to create new basket. New basket may be created now or it may be created after creating suggestions also. b) Home>Acquisition>Search for Vendor> Select vendor It will display all the baskets created already under the particular vendor. If you want to add more baskets you may click on New-Basket.

Central Library, IIT Kharagpur 41

Step-6: Home> Acquisitions >Suggestions> New Purchase suggestions New purchase suggestion (requisition) need to create before ordering. Bibliographic details of the book should entered in the suggestion form. Bibliographic information (part-1) along with acquisition information (part-2) are given below in the screen shot

Acquisitions>Suggestion Management> After adding suggestions, it is essential to make it approved; otherwise it is not possible to place order to any vendor.

a) Pending:all the new suggestions will be shown under Pending Status. b) Accepted: after making suggestions, it is essential to recommend it as accepted then only it is possible to place order to the vendor. c) Ordered: Only accepted titles can be permissible to order d) Available:Quantity under available will be reflected after receivingthe shipment.

Step-7: Placing an Order Home>Acquisition>Search for Vendor and select the vendor>Add New Basket>Add title to the basket from suggestions. It is also possible to import suggestions from external file. Users can make suggestion from the existing record reflected in OPAC.

42 Central Library, IIT Kharagpur

After saving the order details: it will be shown as under:

Now close the basket

Step-8: Receive shipment and Invoicing

After ordering the book, next step is to receive shipment. Shipment is nothing but packet. Please mention vendor Invoice, date and select shipping fund

Central Library, IIT Kharagpur 43

Receipt Summary

Note: Click on ‗Receive‘ in right-hand side of the above figure to proceed further.

Note: Here it is essential to mention the Quantity to be actually supplied and received from vendor.

Note: Click on finish receiving to proceed further. Invoices are to be closed by searching the Vendor Invoice no. from Home>Acquisitions

44 Central Library, IIT Kharagpur

Note: Invoice can be closed by clicking on „Actions‟>Close

Step-9: Report

Central Library, IIT Kharagpur 45

Chapter 8

Koha Working Manual: Cataloguing and Serial Control

Mr. Samrat Guha Roy and Mr. Hemant Kr. Biswal

Objectives

 Marc Bibliographic Framework

 New Item Type Creation

 New Book Item Data Entry

 Setting up Amazon Cover Image

 Setting up Z39.50/SRU targets

 Steps to Create Bar Code and Spine Label for the Book

MARC bibliographic framework Create and manage Bibliographic frameworks that define the characteristics of your MARC Records (field and subfield definitions) as well as templates for the MARC editor. Using this option, you can define the MARC framework for entering the bibliographic record of any document. Using this window, you can export existing MARC framework used in new system or import any other framework used in any other system. Koha allows limiting the number of tags in the framework and advantage of this option is that you can use tag as per his/her requirement.

46 Central Library, IIT Kharagpur

Home -› Administration -› MARC frameworks -› New Framework

Please edit the metadata structure as well as please note down the mandatory fields as this will be needed while data entry.

You can also make a marc tag repeatable or not then save the modifications

Central Library, IIT Kharagpur 47

Creating new Item Types:

Home › Administration › Item types administration

Create New Item Type

The marc value of Item Type is

=942 \\$cBOOK

48 Central Library, IIT Kharagpur

In cataloguing new book item entered with three different options

1) New Book Item Data Entry 2) Searching from Z39.50/SRU targets 3) uploading MARC files

New Book Item Data Entry

Home > Cataloging > New Records > Books

Central Library, IIT Kharagpur 49

Sample Koha Add Marc Record

000 - fixed length control field Double Click by defoultnam a22 7a 4500

001--- Field Control No 1

003 - CONTROL NUMBER IDENTIFIER Double Click Here OSt

005- DATE AND TIME OF LATEST TRANSACTION Double Click 20160607153810.0

008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION double Click 160607b xxu||||| |||| 00| 0 eng d 020 - INTERNATIONAL STANDARD BOOK NUMBER 9789352036042 040 - CATALOGING SOURCE c Transcribing agency * 082 - DEWEY DECIMAL CLASSIFICATION NUMBER a Classification number 540 Singh/H b Item number c Edition number -Put Here DDD Edition number Example i.e. 23rd ed 100 - MAIN ENTRY--PERSONAL NAME Singh, R P 245 - TITLE STATEMENT a Title * Put title of the Book b Remainder of title Subtitle of The Book c Statement of responsibility, etc Ex. by R P Singh 250 - EDITION STATEMENT a Edition statement Put edition Ex. 3Rd rd 260 - PUBLICATION, DISTRIBUTION, ETC a Place of publication, distribution, etc.UK B Name of publisher, distributor, etc. Arihant Publications c Date of publication, distribution, etc. 2015 300 - PHYSICAL DESCRIPTION a Extent 100 650 - SUBJECT ADDED ENTRY--TOPICAL TERM 700 - ADDED ENTRY--PERSONAL NAME more then one Auther Put author Surname First After that Author First Name 942 - ADDED ENTRY ELEMENTS (KOHA) c Koha item type *

50 Central Library, IIT Kharagpur

Note: After defining Barcode no., then click on add item,

& then finally click on the Normal button.

Central Library, IIT Kharagpur 51

Setting up Amazon Cover Image

Home > Koha Administration > Global System Preferences > Enhanced Content

Setting up Z39.50/SRU targets Home > Koha Administration > Additional Parameters > Z39.50/SRU servers > New Z39.50 servers

52 Central Library, IIT Kharagpur

Cataloging from Z39.50/SRU targets

Home > Cataloging > New from Z39.50/SRU

Central Library, IIT Kharagpur 53

54 Central Library, IIT Kharagpur

Steps to import marc record in Koha, Stage MARC records for import Home > Tools > stage MARC records for import

Central Library, IIT Kharagpur 55

Steps to Create Bar Code Label for the Book

Home > Tools > Label creator > New Label Template

56 Central Library, IIT Kharagpur

Home > Tools > Label creator > New Layout

Central Library, IIT Kharagpur 57

Koha Serial Module: Serials actions is accessed by going to the more menu at the top of your screen and choosing Serials or by clicking Serials on the main Koha staff client page. The Serials module in Koha used for keeping track of journals, newspapers and other items that come on a regular schedule. As with all modules, make sure you go through the related Implementation Checklist before using the Serials module.

Get there: More > Serials

Koha keeps a record of publication frequencies for easy management and duplication.

Get there: More > Serials > Manage frequencies

From this page you can view all of the existing frequencies in your system

58 Central Library, IIT Kharagpur

Manage Serial Numbering Patterns

Every time you create a new numbering pattern in serials, you can save it for later use. These patterns are accessible via the Manage numbering patterns page.

Get there: More > Serials > Manage numbering patterns

This page will list for you the numbering patterns you have saved in the past as well as a few canned patterns.

Receiving the Serial: Select the serial module and search for the journal which you have to receive. For ex: Library Hi Tech. Just click on receive option at the right side of the above screen. It will display the window as given below. Select the particular issue and set the status as Late and receive the next issue as per your schedule. At the left side, you will observe an option „Claims‟, just click on Claims. It will open another window where you can send the claim to vendor. After sending notification to the Vendor, a screen will appear as it is given below.

Central Library, IIT Kharagpur 59

60 Central Library, IIT Kharagpur

Chapter 9

Koha Working Manual: Circulation, OPAC Customization, Generating Report and the Backup and Restore Process

Mr. Samrat Guha Roy

Objectives

 Creating Patrons, Assigning Roles And Responsibility  How To ―Set A Library‖  Create Patron Categories Super Librarian, Staff, Students Categories Like UG & PG  Upload Patron Image (Individual & Bulk)  Bulk Import Patrons Using Csv File  Design Patron ID Card  Setting Koha Circulation Rules  Triggers Notice, Issue Return Of Books  Add Holiday In Circulation Calendar  Server Administration, Generating Report and the Backup and Restore Process

Click on Add a Library -> Start defining libraries -> Enter details of your library as shown below.

Central Library, IIT Kharagpur 61

How to “Set a Library” – Click on the NO LIBRARY SET link then SET choose library and then click on submit button

62 Central Library, IIT Kharagpur

After data submit click on Home then again click on “create patrons” button

Click on Koha Administration -> Patron Categories -> New Category

Click on “add a patron category”

Steps to Create Patron - To create a staff account, create a library, a patron category 'Staff' and add a new patron. Then give this patron permissions from 'More' in the toolbar.

Central Library, IIT Kharagpur 63

Steps to set the staff login permission – Click on the more option as shown below

64 Central Library, IIT Kharagpur

Steps for Bulk Patron Import

How to set Notices and Slips for Patrons

Click on Home -› Tools -› Notices & Slips

Then Copy notice to “Central Library IIT Kharagpur” or your defined Library.

How to create Patron List: Home -› Tools -› Patron lists -› New patron list

Steps for Adding the Patron in the Category: Home -› Tools -› Patron lists -› Under Graduate -›Actions -›Add Patrons

Search for the patron and then add them

Central Library, IIT Kharagpur 65

Steps to upload individual patron image

Home -› Tools -› Upload patron images -> enter card number->choose jpg file -> upload

Bulk uploads of patron image

 Put all the images in one folder with jpg or png format'  Make dimensions size of images exactly as 140X166  In this folder create a file datalink.txt  Type the card number of the member [enter a tab space] followed by image name (One row should contain information about one member)  Make zip file of this folder  Go to /Tools/upload patron images and upload

Steps to create Patron Library Card

Click on: Home -› Tools -› Patron card creator -> new ->Card Template

Write Notes:

66 Central Library, IIT Kharagpur

Write Notes:

Click on: Home -› Tools -› Patron card creator -> new ->Card Layout

Central Library, IIT Kharagpur 67

Create Card layouts with the following parameters

68 Central Library, IIT Kharagpur

Write Notes:

Steps to upload institutional logo: Click on: Home -› Tools -› Patron card creator -> new -> Images

Create Card Batches: Click on: Home -› Tools -› Patron card creator -> new -> Card Batches

Sample output given below

Central Library, IIT Kharagpur 69

Koha Circulation Module In this chapter, we will learn how to configure Koha's circulation module. This module is used to loan library items to the patrons. Our goal will be to map the library's circulation policies to rules and preferences in Koha. We will discuss the following features Patron categories, Circulation and fine rules, Notices and triggers, Calendar, Circulation system preferences. Steps to set the circulation and fine rules: In Koha, for a combination of library or branch, patron category and item type, you can specify:Loan period, Fine amount and Maximum checkouts First choose which patron category you'd like the rule to be applied to. If you leave this to 'All' it will apply to all patron categories - Under Graduate Choose the 'Item Type' you would like this rule to apply to. If you leave this to 'All' it will apply to all item types – Books Limit the number of items a patron can have checked out at the same time by entering a number in the 'Current Checkouts Allowed' / „Current on-site checkouts allowed‟ field - 5 Define the period of time an item can be checked out to a patron by entering the number of units (days or hours) in the 'Loan Period' box – 60 Choose which unit of time, Days or Hours, that the loan period and fines will be calculate in - Days You can also define a hard due date for a specific patron category and item type. A hard due date ignores your usual circulation rules and makes it so that all items of the type defined are due on, before or after the date you specify – Not Selected 'Fine Amount' should have the amount you would like to charge for overdue items – 1 [Rs] Enter the 'Fine Charging Interval' in the unit you set (ex. charge fines every 1 day) - 1 The 'Fine Grace Period' is the period of time an item can be overdue before you start charging – 7 [days] and „Overdue fines cap (amount)‟ - 7 If your library 'fines' patrons by suspending their account you can enter the number of days their fine should be suspended in the 'Suspension in Days' field Next decide if the patron can renew this item type and if so, enter how many times they can renew it in the 'Renewals Allowed(count)' box – 2 and Renewal period is 14 days

70 Central Library, IIT Kharagpur

If the patron can place holds on this item type, enter the total numbers of items (of this type) that can be put on hold in the 'Holds Allowed (count)' field – 0 Finally, if you charge a rental fee for the item type and want to give a specific patron type a discount on that fee, enter the percentage discount (without the % symbol) in the 'Rental Discount' field – 0 Other services of Circulation module are Check-In, Check-Out, and Renewal Steps for: Notice Triggers Home -› Tools -› Overdue notice/status triggers

Write Notes:

Central Library, IIT Kharagpur 71

Circulation and Fine Rules:

Home > Administration > Circulation and Fine Rules > Select Your Library

72 Central Library, IIT Kharagpur

Steps of Check out Items:

Home -› Circulation -› Checkouts -› Enter Patron Barcode

Enter patron Barcode

Central Library, IIT Kharagpur 73

Steps of Check in of Items:

Home -› Circulation -› Check in -› Enter Item Barcode

Steps of Renewal of Items:

Home -› Circulation -› Renewal -› Enter Item Barcode

Add holiday in Circulation Calendar

Home > tools > Calendar > Select your date

74 Central Library, IIT Kharagpur

Write Notes:

Central Library, IIT Kharagpur 75

OPAC Customization

OPAC Customization Window settings

Various Options to be modified: LibraryName, opacheader, opaccredits, OpacNav, OpacNavBottom, OpacNavRight, OpacMainUserBlock, OPACResultsSidebar Display the library name Steps: Home › Administration › System preferences -> Edit [LibraryName] Field

76 Central Library, IIT Kharagpur

Copy paste the following codes in respective settings text box LibraryName: Edit your institute Full Name Opacheader [Copy paste the Code]

Central Library IIT Kharagpur OPAC

OPACUserCSS [Copy paste the Code] #navcontainer ul { padding-left: 0; margin-left: 0; background-color: #036; color: White; float: left; width: 100%; font-family: arial, helvetica, sans-serif; } #navcontainer ul li { display: inline; } #navcontainer ul li a { padding: 0.2em 1em; background-color: #036; color: White; text-decoration: none;

Central Library, IIT Kharagpur 77

float: left; border-right: 1px solid #fff; } #navcontainer ul li a:hover { background-color: #369; color: #fff; }

[Copy paste the Code from CD for the following parameters] Opaccredits, OpacNav, OpacNavBottom, OpacNavRight, OpacMainUserBlock, OPACResultsSidebar

Output of designed OPAC

Search Out of EBooks

78 Central Library, IIT Kharagpur

Report Generation in Koha

Koha's data is stored in a MySQL database which means that librarians can generate nearly any report they would like by either using the Guided Reports Wizard or writing their own SQL query. Guided Report Wizard: Wizard will walk you through a six step process to generate a report.

Central Library, IIT Kharagpur 79

80 Central Library, IIT Kharagpur

Sample Report

Generate a report for orders given to a vendor

SQL Syntax:

SELECT v.name AS vendor, b.title AS 'book title', format(o.listprice,2) AS 'list price', format(o.unitprice,2) AS 'actual price', ba.basketname, o.datereceived AS 'date received'

FROM aqorders o LEFT JOIN aqbasket ba USING (basketno) LEFT JOIN aqbooksellers v ON (v.id = ba.booksellerid) LEFT JOIN biblio b USING (biblionumber) WHERE o.entrydate BETWEEN <> AND <>

Koha Schema Table followed: http://schema.koha-community.org/tables/aqorders.html

Koha Community: https://wiki.koha-community.org/wiki/SQL_Reports_Library Server Administration

Central Library, IIT Kharagpur 81

Commands to Re-index Zebra (Type the following command in the terminal) $sudo koha-rebuild-zebra -v -f library

Write Notes:

82 Central Library, IIT Kharagpur

Configure Postfix to Use Gmail SMTP for sending mail in KOHA Central Library, IIT Kharagpur 83

1. First, install all necessary packages using the command mentioned below:

$sudo apt-get install postfix mailutils libsasl2-2 ca-certificates libsasl2- modules

2. Copy the config file to /etc/postfix

$sudo cp /usr/share/postfix/main.cf.debian /etc/postfix/main.cf

3. Append the following configuration to /etc/postfix/main.cf

$sudo vi /etc/postfix/main.cf

relayhost = [smtp.gmail.com]:587

smtp_sasl_auth_enable = yes

smtp_sasl_password_maps = hash:/etc/postfix/sasl_passwd

smtp_sasl_security_options = noanonymous

smtp_tls_CAfile = /etc/postfix/cacert.pem

smtp_use_tls = yes

4. Create the /etc/postfix/sasl_passwd

$sudo vi /etc/postfix/sasl_passwd

[smtp.gmail.com]:587 @gmail.com:

5. Change the file permission of the /etc/postfix/sasl_passwd

$sudo chmod 400 /etc/postfix/sasl_passwd

6. Translate the /etc/postfix/sasl_passwd to Postfix lookup tables

$sudo postmap /etc/postfix/sasl_passwd

7. Create the /etc/aliases.db

$sudo postalias hash:/etc/aliases

8. Create the /etc/postfix/cacert.pem

$sudo cp /etc/ssl/certs/Equifax_Secure_CA.pem /etc/postfix/cacert.pem

9. Restart Postfix

$sudo /etc/init.d/postfix restart 84 Central Library, IIT Kharagpur

10. Test Mail $sudo echo "Test mail from postfix" | mail -s "Test Postfix" [email protected] 11. $ koha-email-enable osslm16

Enable "Less Secure Apps" In Gmail

By default, only the most secure sign-ins, such as logging in to Gmail on the web, are allowed for your Gmail account. To permit relay requests, log in to your Gmail account and turn on Allow less secure apps. For more information, review the Google Support document "Allowing less secure apps to access your account." URL: https://support.google.com/accounts/answer/6010255

Change your settings to allow less secure apps to access your account. We don't recommend this option because it might make it easier for someone to break into your account. If you want to allow access anyway, follow these steps:

1. Go to the "Less secure apps" section in My Account. URL: http://www.google.com/settings/security/lesssecureapps 2. Next to "Access for less secure apps," select Turn on. (Note to Google Apps users: This setting is hidden if your administrator has locked less secure app account access.) Check the following settings in Koha to start email notices

 Administration > Patron categories > Overdue notice required > Yes  Koha Administration > Patrons > Enhancedmessagingpreferences > Allow  Koha Administration > Administration > Interface options > KohaAdminEmailAddress

Koha Backup and Restore Process

Install phpMyAdmin

 sudo apt-get update  sudo apt-get install phpMyAdmin

This will ask you a few questions in order to configure your installation correctly.

 For the server selection, choose apache2.  Select yes when asked whether to use dbconfig-common to set up the database  You will be prompted for your database administrator's password  You will then be asked to choose and confirm a password for the phpMyAdmin application itself

Central Library, IIT Kharagpur 85

Koha123

Now browse to the URL: http://localhost/phpmyadmin/

Exporting and Importing the Koha Database To take the backup, just click on Export Option, it will show the list of databases. Select the database [koha_osslm16] to be exported to the place where you want. Select the export format also as SQL or CSV etc. To restore the database, you have to import the database from the location you have kept the backup of your database. (/etc/phpmyadmin/upload/koha_library.sql)

86 Central Library, IIT Kharagpur

Authority Recommender System in Library Retrieval: Fusing FAST with VuFind

Parthasarathi Mukhopadhyay Department of Library and Information Science, University of Kalyani, Kalyani – 741235 ([email protected])

Short communication A library catalogue supports two basic functions – finding function and collocation function. Bibliographic datasets support finding function and authority datasets support collocation function.Therefore, authority file is essential to control from of index terms or headings, such as author headings, or subject index terms for better retrieval efficiency. Authority data management has two basic routes – internal dataset creation and external dataset application. Records in this file may be created locally by using a standard authority data framework standard like MARC 21 authority data format or drawn from externally available files such as the name and subject authority files of the Library of Congress or other agencies. Library automation packages (be it open source ILS like Koha or commercial ILS like Virtua) provide facility to create and maintain authority file in the catalogue module. This file is acting as a master database, where entry is to be made once. This gets reflected in various modules of the package (eg. cataloguing module, serials control module, OPAc module). The master file containing authority entries can be consulted during cataloguing, possibly by display in a separate window and new headings are immediately added to the authority file with an opportunity to review or authorized locally or remotely. For example, Fig. 1 shows the authority data entry options in Koha ILS. Selection of authority data type will display corresponding authority data entry framework for processing work. Alternatively libraries may take advantages of cooperative authority datasets like LoC authority data, NACO, SACO and VIAF though Z 39.50 authority search in distributed cataloguing mode.

Fig. 1: Authority data entry frameworks in Koha

Similarly DSpace can be configured to include SKOS-enabled vocabulary-driven data entry framework where a submitter can add standard subject term(s) for populating subject access fields (like dc.subject in qualified DCMES) from incorporated subject access system in submission interface and end users can also pick up subject

Central Library, IIT Kharagpur 87

divisions/categories/subcategories during search and retrieval in user interface. Such add-on data entry framework may further be tuned to support Unicode-compliant multilingual subject authority files so that submitter has to select at least one Bengali (or any other Indic script) term from incorporated DDC 3rd summary, otherwise the system will show the caution message and submitter will not be allowed to go to the next step. The selection of subject term(s) from DDC for both English & Bengali is shown here in Fig. 2.

Fig. 2: Subject authority in data entry frameworks of DSpace But library systems largely failed to carry forward the same benefit for end users. They don‟t have scope to search bibliographic data and authority data from same search interface. In almost all library systems bibliographic retrieval and authority retrieval are two silos without any connection at search interface. For example, in Koha ILS cataloguing can be linked with name authority (in tag 1xx, 7xx of MARC 21 bibliographic format), subject authority (in tag 6xx) etc very easily but at the OPAC level these are two separate search interfaces (Fig. 3).

Fig. 3: Bibliographic search and Authority search in Koha in two different interfaces

The situation is not quite different in the global scale. For example, Library of Congress OPAC, Trove, COPAC, WorldCat etc all are suffering from the same limitations. The end user interfaces of these global bibliographic database services do not provide any kind of authority recommendation based search interfaces for end users. For example the snapshot 88 Central Library, IIT Kharagpur

(Fig. 4) shows that WorldCat search interface can‟t even direct users from less known real name “William Sydney Porter” to more popular pseudonym (pen name) “O. Henry”. Moreover, two queries (as shown below) yielded different retrieval sets and proved that the end user interface is not supported with name authority integration.

Fig. 4: WorldCat search interface

This deliberation aims to solve this problem by using FAST authority datasets in discovery interface to support an authority recommendation based search interface for end users.

FAST (Faceted Application of Subject Terminology) is an authority datasets available under Open Data Commons Attribution License (ODC-By). It is based on Library of Congress Subject Headings (LCSH). The authority datasets from FAST family are joint collaboration of OCLC Research and the Library of Congress. The purpose of developing FAST is to carry forward the rich vocabulary of LCSH in the Web environment and to incorporate easily with other retrieval systems. Altogether eight sets (personal name, corporate name, topical term, event, uniform title, geographic name, form/genre and chronological terms) are available for download in different formats (iso, marc-xml, and in LOD format FAST download page: https://www.oclc.org/research/themes/data-science/fast/download.html

Central Library, IIT Kharagpur 89

The significance of authority recommendation based search interface may be enumerated as:  Most of the national level DL systems (e.g. NDL, India; Trove, Australia etc) are Discovery systems based on keyword searching at the end user level  Most DL systems use authority files during metadata encoding (In fact libraries are using some forms of authority control for the last several decades and libraries provide the largest chunk of records to national level DL Systems)  But DL systems fail to provide the benefit of resources discovery and authority search in the end suer interface rather provides separate search interfaces for record search and authority search  Without authority recommendation, a patron would be forced to search for “Smith, William, “Smith, W.C.”, “Smith, Bill,” etc. to find all the materials by this author.  Keyword searching often yields too many hits in discovery but authority integration may rightly point users towards the exact search phrase  In absence of the integration of authority recommendation in discovery, a searcher need to determine first which name/term is to use in authority search interface, and then the searcher search that particular name/term in discovery. The methodology for incorporating FAST datasets in library discovery interface is a complex one and mainly distributed in three phases – i) harvesting bibliographic data (with proper link to authority datasets as incorporated in Koha by using FAST dataset); ii) indexing of FAST authority datasets in VuFind (goes to Authority Core in Solr); iii) indexing of harvested bibliographic data (goes to Biblio Core in Solr); and iv) linking of Authority core and Biblio core in Apache-Solr with the help of an Authority reference control mechanism (which includes authority recommendation module, authority display logic and authority reference control). The entire complex methodology may be illustrated as (Fig.5) below:

Fig. 5: Authority recommendation mechanism in library discovery

90 Central Library, IIT Kharagpur

The most important achievement of this methodology is to develop a prototype discovery framework for integration of bibliographic data and authority data (name authority and subject authority formatted in MARC 21 authority data standard) in real-time to generate a recommendation system in end user search interface to support efficient retrieval of relevant resources. For example, in the snapshot given below (Fig. 6), a user entered “mechanization of libraries” (a non standard term) but the methodology as stated above redirected the user to the preferred heading “Libraries automation” under “see also” recommender.

Fig. 6: Authority recommendation in action References

Breeding, M. (2015). The future of library resource discovery. A white paper commissioned by the NISO Discovery to Delivery (D2D) Topic Committee. Baltimore: NISO. Retrieved Septemeber 6, 2016 from http://www.niso.org/apps/group_public/download.php/14487/ future_library_resource_discovery.pdf Katz D, LeVan R & Ziso Y, (2011). Using authority aata in VuFind. Code4Lib Journal. 14 (2011). Available at: http://journal.code4lib.org/articles/5354 (Accessed on 10 July 2016). Mukhopadhyay, Parthasarathi (2016b). Cross Collection Discovery System in Library: Designing A Framework. Cross collection discovery system in library: designing a framework. In Halder, S. N. (2016) Ed. Exertion to establish knowledge society: responsibilities of academic libraries, pp. 36- 42, 2017. Mukhopadhyay, Parthasarathi, (2016a). Library discover system – editorial. Annals of Library and Information Studies, 63(4), 5-32. (Special issue: Library Discovery Systems, Guest Editor: Parthasarathi Mukhopadhyay). Sarkar, P. and Mukhopadhyay, P. (2016). Full-text ETD retrieval in library discovery system: designing a framework. Annals of Library and Information Studies (ALIS). 63(4), p274-288. UKSG, Impact of library discovery technologies: a report for UK (2013). Available at: http://www.uksg.org/sites/uksg.org/files/UKSG_final_report_16_12_13_by_LISU.pdf (Accessed on 25 September, 2016).

Central Library, IIT Kharagpur 91

List of Participants for OSSLM 2018

S.N Name Organization Profession Email Country Indian Institute of Library [email protected] 1. Abdunnasar. A Space Science and India Officer-D c.in Technology North Bengal abou.wang@gmail 2. Abhishake Pradhan Student India University .com Central Library, Semi abhishek.clbhu@g 3. Abhishek Kumar Banaras Hindu Professional India mail.com University Asst. University of [email protected] 4. Aditi Mukherjee M.Phil India Calcutta m Govt Degree librarian8kargil@g College Kargil, College mail.com, 5. Amir Amanullah Bagh-E-Khomini India Librarian [email protected] Kargil-Ladakh, n 194103 Rajiv Gandhi Anand Kumar University of Technical anandkumarbudala 6. India Budala Knowledge Assistant @rguktn.ac.in Technologies Angammana Mudiyanselage University of Sri Senior 7. [email protected] Sri Lanka Santhasiri Jayewardenepura Assistant Lib Angammana Indira Gandhi anirban.lis@gmail. 8. Anirban Maity National Open Student India com University Rajiv Gandhi ankitashukla1101 9. Ankita Shukla Archivist India Foundation @gmail.com Dr. Harisingh Gour Anurag Assistant anuragmlis@gmail 10. Vishwavidyalaya, India Shrivastava Librarian .com Sagar, Madhya Pradesh 470 003 Delhi Public arpanroy690@gma 11. Arpan Roy School, Biratnagar, Librarian India il.com Nepal Assistant arvindkant.singh@ 12. Arvind Kant Singh MNNIT Allahabad India Librarian gmail.com The West Bengal National University Library 13. Ashim Kundu [email protected] India of Juridical Assistant Sciences Assistant [email protected] 14. Avijit Rai Sikkim University India Librarian om ayanmond@gmail. 15. Ayan Mondal Gyanda Academy Librarian India com 16. B. Shanthi Central Leather Senior bshanthigovindan India

92 Central Library, IIT Kharagpur

Research Institute Technical @gmail.com Officer St Stephens Librarian baijujoy80@gmail. 17. Baiju Joy India College, Kerala (UGC) com Alagappa University, 18. Baskaran. C Librarian [email protected] India Karaikudi, Tamilnadu Ashoka University, Assistant bhupinder.kumar@ 19. Bhupender Kumar Haryana-India- India Librarian ashoka.edu.In 131029 Central Library, Professional [email protected] 20. Bibhash Roy India IIT, KGP Trainee om Ashoka University, bibhutinath.jha@as 21. Bibhuti Nath Jha India Haryana hoka.edu.In Assam University, Library shomburoy@gmail 22. Biswajit Roy India Silchar Profession .com Birla Institute of Assistant [email protected] 23. Chhaya Yadav Technology, Mesra, India Librarian c.in Patna Campus Chikku Sb College Library chikkubalachandra 24. India Balachandran Changanacherry Assistant [email protected] Central Library, Chiranjit Professional chiranjit18031989 25. India Chakraborty IIT, KGP Trainee @gmail.com Librarian deepakshuklaonline 26. Deepak Shukla AIIMS, New Delhi India Grade Iii @gmail.com Bangladesh Institute of Bank Assistant [email protected]. Banglades 27. Farhana Haque Management Librarian bd h (BIBM), Dhaka, Bangladesh Gamvidanelage Dona Manoja University of Sri Senior [email protected] 28. Sri Lanka Nilanthi Jayewardenepura Assistant Lib k Samaradiwakara Bhabha Atomic Ganesh Daulatrao Library And ganeshbarc@gmail. 29. Research Centre, India Surwase Informat com Mumbai Gaurav Pratap IIT (ISM) Dhanbad LIS gaurav31.lib@gmai 30. India Singh Professional l.com Jr. Central University gautam.swaraj@gm 31. Gautam Swaraj Professional India of Jharkhand ail.com Asst. Girakaduwa University of The Assistant girakaduwa@gmail 32. Mudiyanselage Visual And Sri Lanka Librarian .com Saman Kumara Performing Arts Dav Public School, Asst. funwithgopal@gma 33. Gopal Kumar India Lohardaga Librarian il.com

Central Library, IIT Kharagpur 93

Vellore Institute of Sr. Assistant jvaradharajalu@vit 34. J. Varadharajalu India Technology Librarian .ac.in International Institute Of Health 35. Jagdish Prasad Management Librarian [email protected] India Research , New Delhi Superintend 36. Jai Krishna Jha IISER Bhopal [email protected] India ent (Libr Jaydeep Kumar Technical [email protected] 37. VNIT Nagpur India Raikwar Assistant- m University Of Sri K.W.A.M. Senior 38. Jayewardenepura, [email protected] Sri Lanka Konpola Assistant Lib Sri Lanka Kaustuv University Of Mlis Passed kaustuvculis@gma 39. India Chakrabarti Calcutta Out il.Ccom Vellore Institute Assistant [email protected] 40. L. Amarsanth India Of Technology Librarian n Labib Ahmed Assam Library lobib2011@gmail. 41. India Laskar University,Silchar Profession com Sher-E-Kashmir leeladharmengi@g University Of Assistant mail.com, 42. Leela Dhar Mangi India Agricultural Sci & Librarian [email protected] Techn Of Jammu m K L Hyderabad lingaiaphd@gmail. 43. Lingaiah Vuppala Deemed To Be Librarian India com University lucky250889@gm Library ail.com 44. Lucky Dengre IIM Kashipur India Profession lucky.dengre@Iimk ashipur.ac.in Malaya Kumar biswalmalaya@gm 45. Jnv Bargarh Librarian India Biswal ail.com Southern Md. Abdul Hakim Deputy [email protected] Banglades 46. University Shah Librarian om h Bangladesh Central University Professional arshadblis@gmail. 47. Md. Arshad Ali India Of South Bihar Assista com Malda College, Library mdralam@outlook. 48. Md. Rafiqul Alam India Malda Professional com Mohamed Niyas National Science Information [email protected] 49. Sri Lanka Thasneem Foundation Officer k NIELIT Patna Assistant mohan.kumar@nie 50. Mohan Kumar India Centre Librarian lit.gov.in Kharagpur Library Data pmousumi02@gm 51. Mousumi Pandit India College, Kharagpur Entry O ail.com Heritage Institute Of Technology, Service (Jr. mrinalkanti.maiti 52. Mrinal Kanti Maiti India Kolkata, West Assista @heritageit.edu Bengal,India 94 Central Library, IIT Kharagpur

Bakhtiyarpur Library mukeshtax300@g 53. Mukesh Kumar College of India Clerk mail.com Engineering, Student, University niladrishit7@gmail 54. Niladri Shit Student India of Calcutta .com Bakhtiyarpur Assistent niranjan.librarian1 55. Niranjan Kumar College of India Librarian @gmail.com Engineering Panchu Gopal Central Library, Professional bhunia198@gmail. 56. India Bhunia IIT, KGP Trainee com Central Library, Professional paulpapia15@gma 57. Papia Paul IIT, KGP Trainee il.com India Central Library, Professional krparitosh.iitkgp@ 58. Paritosh Kumar India IIT, KGP Trainee gmail.com Central Library, Professional payel.email.india 59. Payel Shee India IIT, KGP Trainee @gmail.com Indian Institute of Junior nath.phulasmita123 60. Phulasmita Nath Technology Project India @gmail.com Kharagpur Officer Polwatta Gallage University Of Sri Senior 61. Rasali [email protected] Sri Lanka Jayewardenepura Assistant Lib Samaravickrama Central Library, Professional prakashdas196@g 62. Prakash Das India IIT, KGP Trainee mail.com University Of realpramit.dey@g 63. Pramit Kumar Dey Student India Calcutta mail.com Bhabha Atomic LIS priyagirap@gmail. 64. Priya Vijay Girap Research Centre, India Professional com Mumbai Ph.D. Priyanka Chand DLIS, University bhattpriyanka88@ 65. Research India Bhatt of Delhi gmail.com Schol The West Bengal University parahm6237@gma 66. R. Parameswaran National University India Librarian il.com of Juridical Science S S Girlss College rajashree4422@re 67. Rajashree D.Wagh Librarian India Gondia 441601 diffmail.com University Of Ranjan Sinha Chief [email protected] 68. Petroleum & India Thakur Librarian .ac.in Energy Studies Raththina kumar University of Assistant [email protected] 69. India Kupeshan Jaffna, Sri Lanka Librarian om Shri Shivaji Arts, Ravindra Vijay Commerce & ravindravp17@gm 70. Librarian India Patil Science College, ail.com Motala. Assistant atrimai.lis2010@g 71. Rimai Atonring IIT Roorkee India Librarian mail.com

Central Library, IIT Kharagpur 95

Tamil Nadu Agricultural Deputy agrithilakar@gmai 72. S. Thilakar India University, Librarian l.com Tiruchirappalli Jadavpur Documentati [email protected] 73. Samhati Soor India University on Office m University of sandiproy130@gm 74. Sandip Roy M.Phil India Calcutta ail.com sanjeevk.kashipur 75. Sanjeev Kumar IIM, Kashipur Library India @gmail.com Library sanjeev.iimkp@gm 76. Sanjeev Kumar Jha IIM, Kashipur India Profession ail.com Tamilnadu Assistant sankar_tnaulib2@y 77. Sankar M Agricultural India Librarian ahoo.com University Sonada Degree Guest sapanbista007@gm 78. Sapan Chhetri India College Librarian ail.com M.Phil University of sayanculis@gmail. 79. Sayan De Research India Calcutta com Scholar West Bengal Assistant sazzadali07@gmail 80. Sazzad Ali University of India Librarian, .com Health Sciences Indira Gandhi Shankar Reddy National Tribal 81. Librarian [email protected] India Kolle University, Amarkantak (M.P.) All India Institute Library And cshijithkumar@gm 82. Shijith Kumar C of Speech and India Informat ail.com Hearing, Mysuru Cooch Behar Junior skd13061991@gma 83. Sisir Kumar Dutta Panchanan Barma India Assistant, Of il.com Universsity Dy. sompalraju@rediff 84. Som Pal Singh IIT Roorkee India Librarian mail.com Assistant 85. Somashekhar T S IIIT-B [email protected] India Librarian Archive snsingh398@gmail. 86. Sonia Jiwaji University India Consultant com Central Library, Professional souvikkoner89@g 87. Souvik Koner India IIT, KGP Trainee mail.com HIT, Kolkata, West Service subhra.banerjee@h 88. Subhra Banerjee India Bengal (Assistant L eritageit.edu Junior tripathi.sudeshna@ 89. Sudeshna Tripathi IISER, Berhampur India Library Asst. gmail.com Vidyasagar Assistant asst_librarian@mai 90. Surojit Sanyal India University Librarian l.vidyasagar.ac.in Surya Pratap Central Library, Professional spratap552@gmail. 91. India Jaiswal IIT, KGP Trainee com

96 Central Library, IIT Kharagpur

KIO (Head swapan.manna@ni 92. Swapan Manna NIT Sikkim India Of Central tsikkim.ac.in Jawahar Navodaya Librarian At kamaltabish9525@ 93. Tabish Kamal India Vidyalaya Jnv Wok gmail.com tapanchhetri@yaho 94. Tapan Chhetri NIT Sikkim Technician India o.com Aizawl Theological [email protected] 95. Than Kima Librarian India College om umesh.aiims@gma 96. Umesh Kumar AIIMS, New Delhi Librarian India il.com V K Sandhya Rani Dr. B R Ambedkar Library sridevi147@gmail. 97. India Aakundi Open University Assistant com Vijaykumar N Sangameshwar deccanvijay1975@ 98. Librarian India Mulimani College, Solapur gmail.com Wanigasekera University of Sri Arachchige Dona Liibrarian, 99. Jayewardenepura, [email protected] Sri Lanka Nayana Darshani Universi Sri Lanka Wijayasundara

Central Library, IIT Kharagpur 97