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Help:Contents

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(Import formats)
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* Save your changes as TXT/CSV file.
* Save your changes as TXT/CSV file.
* Upload your list under 'Import'.
* Upload your list under 'Import'.
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== Note for Excel ==
 
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Excel can't deal with UTF-8 encoded CSV files. So use the TXT format instead!
 
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Read these [http://www.doctor-doc.com/howto_export.pdf instructions] if you work with Excel.
 
== Edit existing holdings ==
== Edit existing holdings ==

Revision as of 13:23, 19 February 2012

Contents

Access

How do I activate an IP?

Insert in MySQL database (table 'text'):

  • TID: leave blank (will be autoincremented)
  • KID: your library account ID (see table 'konto')
  • TYID: 9 (ID of 'texttyp')
  • inhalt: IP-adress / range (e.g. 193.10.8.1 / 193.10.8.1-30 / 193.10.*)

How do I activate an Account-ID (kkid) / Broker-ID (bkid)?

Insert in MySQL database (table 'text'):

  • TID: leave blank (will be autoincremented)
  • KID: your library account ID (see table 'konto')
  • TYID: 11 (for bkid) / 12 (for kkid)
  • inhalt: desired ID

Taking access using a kkid (Account-ID)

You may instead of being identified by IP to be a member of a given library, simply use an ID (kkid). This even works, if you are in a IP-range that is registered in Doctor-Doc from a second library, in the way that you always will see the library of the ID being used: the kkid is "stronger" than "IP-based" access.

To take access, using a kkid add to the OpenURL-String / URL for the orderform simply the parameter: &kkid=your-ID

Orderform: http://www.doctor-doc.com/version1.0/bestellform.do?method=validate&activemenu=bestellform&kkid=your-ID Base-URL Linkresolver: http://www.doctor-doc.com/version1.0/openurl.do?kkid=your-ID

Taking access using a bkid (Broker-ID)

The bkid works in the same way as the kkid, with the difference, that if you are in a IP-range that is registered in Doctor-Doc, you will see the IP-based account: the bkid is "weaker" than "IP-based" access.

This may be useful in a case of a cooperative database: every institution will see their own orderforms (IP-based). But if the access comes from an unregistered IP, the bkid-account will show up (predefined library).

To take access, using a bkid add to the OpenURL-String / URL for the orderform simply the parameter: &bkid=your-ID

Orderform: http://www.doctor-doc.com/version1.0/bestellform.do?method=validate&activemenu=bestellform&bkid=your-ID Base-URL Linkresolver: http://www.doctor-doc.com/version1.0/openurl.do?bkid=your-ID

Multiple accounts

Every user (normally librarians) in Doctor-Doc may be affiliated to several accounts. Then you can switch between accounts by a drop down menu.

To activate this feature for a given user, make an additional entry in MySQL table 'v_konto_benutzer', where as 'UID' is the User-ID to be connected to a 'KID' (account-ID). 'vkbid' will be autoincremented.

GBV-order

General

You need to be member of the GBV to use the Doctor-Doc/GBV-interface. This possibility is not open to any other library!

The interface is quite complex and needs configuration in Doctor-Doc as well from the side of the GBV. So for the moment it will probably not be possible to activate a self hosted Doctor-Doc/GBV-interface (you need admission from the GBV), although technically it is possible and anything is prepared to make this happen.

So if you are a member of the GBV and you want to use this feature, do register in our hosted version under http://www.doctor-doc.com

Hosted version

The only things you need to do are:

  • specify your ISIL under 'Account'
  • get in contact with us, so we can get you an additional GBV-requester-ID specially for your Doctor-Doc account

Linkresolver

General

Doctor-Doc uses the service from EZB/ZDB. This is a cooperative service maintained by hunderds of libraries.

This How-To will answer most questions for using Doctor-Doc as a linkresolver.

Do I need to have an EZB account?

This is strongly recommended in order to use Doctor-Doc as a linkresolver. This is simply the cheapest and one of the best ways you can get such a service! The EZB charges around 500 EUR a year to participate.

However you still may use Doctor-Doc as a linkresolver and as orderform for your patrons without beeing an EZB member. All free accessible journals will still be indicated as freely accessible.

How can I link Doctor-Doc in my licensed databases?

Normally there will be an admin-interface where you can specify the baseurl for Doctor-Doc. Get in contact with your content provider for the details.

Read the instructions here to set up OpenURL for your account.

Will my print holdings be shown as well?

This is perfectly possible!

If you participate in the ZDB go to "Account":

  • simply set 'Holdings are indexed in ZDB' to true

If you do not participate in the ZDB:

  • it is possible to upload your holdings in a very simple manner in Doctor-Doc. Login, go to "Holdings" and read the instructions.

See also the next section "Upload print holdings.

Use Doctor-Doc with an external linkresolver

It should be possible to define Doctor-Doc as a new link target in your existing linkresolver. Doctor-Doc is compliant with OpenURL version 0.1 and version 1.0.

You may also redirect from Doctor-Doc to your linkresolver (see below 'use of orderform of my institution').

Upload print holdings

Import formats

Upload can be done by using a predefined list with your holdings information. There are three import /export options:

  • XLS for Excel
  • CSV file (delimiter semicolon / text in quotes) for OpenOffice
  • TXT file (tab delimited / text in quotes)

Steps

Log in, go to "Holdings" tab:

  • Export an empty draft or the list of your holdings.
  • Add your holdings or edit your existing entries.
  • Save your changes as TXT/CSV file.
  • Upload your list under 'Import'.

Edit existing holdings

Always do a fresh export of your holdings first! Don't reuse an old list, or the import with your changes will fail!

ISSN mapping

Doctor-Doc will map from one given ISSN to all related ISSNs. So there is no need to specify several ISSNs. Doctor-Doc knows all the E-ISSNs, P-ISSNs and L-ISSN of almost all journals. We use several sources to achieve this, including the whole ISSN-L list from issn.org.

How to indicate continuing subscriptions?

If you do not specify an endyear, the holding will be treated as continuing subscriptions. So basically all you need to specify is:

  • ISSN
  • startyear
  • Title
  • location

All other information like (startvolume / startissue etc.) is optionally. The more information you give, the better the search results will be: a search may be as accurate as on issue level...!

Internal / external visibility

By default your print holdings will be visible to all librarians within your country using Doctor-Doc. Your print holdings will be shown together with your contact email.

If you do not want your print holdings to be publically shown, mark the field "internal" with "true". This makes your print holdings only visible to your staff and IP-based to your patrons using the linkresolver.

Print holdings availability

API (DAIA)

There is a machine readable API available in Doctor-Doc to get DAIA responses about document availability for journals. See general information about DAIA here:

Use this API in connection with other installations of Doctor-Doc or with your own applications. Simply send OpenURL requests to this BaseURL:

http://www.doctor-doc.com/version1.0/daia.do

The general structure of the API for any Doctor-Doc installation is

yourdomain/doctor-doc-installation/daia.do

Combine several DAIA registers to be searched at the same time. See section daiaHosts in:

source/resources/SystemConfiguartion.properties

This allows you to create decentralized journal holding registers.

Search parameters

  • The API is beeing queried by OpenURL
  • It will give back XML answers
  • The XML answer contain URNs and URLs for further information about found holdings

See these examples of reduced "OpenURL" queries:

Availability can be queried down to issue level.

Get further information from the URNs of the XML answers:

  • yourdomain/doctor-doc-installation/stockinfo.do?library=ID (all holdings of a given library)
  • yourdomain/doctor-doc-installation/stockinfo.do?holding=ID (all holdings of journal from a given libary)
  • yourdomain/doctor-doc-installation/stockinfo.do?stock=ID (a specific stock entry from one holding / may be overriden and used to redirect to an external orderform)

These URLs are automatically generated within your Doctor-Doc installation. The results of internal and external Doctor-Doc registers will be combined.

Set up a redirect to any order form you like, if the URL "stockinfo.do?stock=..." is called. See here.

ISSN Mapping

Any journal may have several ISSNs (e-issn/p-issn/l-issn/CD-Rom-issn). In oder to achieve good search results from OpenURL, you have to create an ISSN mapping.

You can use the MySQL table issn in your installation. You can generate such mappings from freely accessible data, like the issn-l-table from http://www.issn.org.

The hosted version of Doctor-Doc under http://www.doctor-doc.com contains an ISSN mapping for about 150'000 ISSNs.

Contact us if you have any questions regarding the ISSN mapping.

Logo of your institution

Can I use my institution logo for branding?

Yes! You have to place your logo on a server by your own. Then go to "account" and specify the hyperlink to your logo ("Link logo"). Max. length of the hyperlink is 254 characters. The image may have any size up to 80 x 300px. The following filetypes are admitted:

  • jpg / jpeg
  • gif
  • png

The logo will then be shown, when logged out, on the orderforms for your patrons (IP-, kkid- or bkid-based) and on the availability page of the linkresolver. The logo will not be shown when logged in!

Orderforms

Can I change the predefined orderforms?

Yes, very easily! The orderforms are highly customizable:

You may define for each way of taking access different oderforms:

  • Orderform if patrons is logged in
  • IP-based orderform (activate IP first)
  • kkid-based orderform (activate kkid first)
  • bkid-based orderform (activate bkid first)

You can edit the orderforms under "Account" => "Orderforms"

See also here

Direct links for ordering books / book parts

The standard link .../bestellform.do?method=validate&activemenu=bestellform points to an orderform for "copies of articles". You may however also use e.g. on your intranet a direct link to

  • an orderform for books by adding "&mediatype=Buch" to the URL
  • an orderform for book parts by adding "&mediatype=Teilkopie%20Buch" to the URL

Can I use the official orderform of my institution?

Yes, you may use the orderform of your institution instead of the predefined orderforms of Doctor-Doc, if your target orderform is able to receive parameters from a GET OR POST method.

The article details may then be sent to your target orderform by any of these three methods:

  • OpenURL (protocol: openurl / GET)
  • mapping the article details freely to any parameter you like (protocol: custom / GET or POST)
  • using the internal parameters of Doctor-Doc (protocol: internal / GET)

If your institutional orderform is capable of handling this, you need to specify (in table `bestellform_daia`):

  • KID from your account
  • baseurl of target orderform
  • how the first parameter should be appended (? or &)
  • protocol to be used (openurl / custom / internal)
  • set redirect to 1
  • set post to 1 for POST method or 0 for GET method
  • set ip_overrides to 1, if patrons from within your IP range shall continue to use the Doctor-Doc ip-based orderform

The following parameters may be mapped to any parameter, if using the method custom:

  • mediatype
  • authors
  • title of article (atitle)
  • title of book (btitle)
  • chapter
  • journal
  • publisher
  • issn
  • isbn
  • year (date)
  • volume
  • issue
  • pages
  • pmid
  • doi
  • reference (combined fields: year, volume, issue, pages)

You then may replace any existing Doctor-Doc orderform (IP-based, logged in, kkid, bkid) by specifying in `bestellform_param` the DID in the field 'USE_DID'.

Rights

General

There are two user roles with different rights:

  • Librarian: login, save new order, see all orders of an account, management of addresses, statistics, account configuration...
  • User (dependent on the rights he has been granted): login, see his own orders...

In the default configuration only librarians may login!

How to create a new librarian

When you open a new library account you will have automatically created one librarian. If you need more librarians, create them as normal users, then make the following changes for them directly in the database (table 'benutzer'):

  • loginopt: 1
  • userbestellung: 1
  • gbvbestellung: 1
  • rechte: 2

Grant user the right to login

This may be done directly in Doctor-Doc. Login as librarian, go to "Account":

  • activate "patrons may login"

Then you have to grant each user individually the right to login. Go to "Patrons":

  • press "modify" an existing user
  • activate "login allowed"

Grant user the right to place oders directly at GBV

If your library is part of the GBV you may consider using the feature below. For everybody else this is not feasible:

You may activte under "Account":

  • oder at "GBV"

Then you have to grant each user individually the right to order themself directly at the GBV. Go to "Patrons":

  • press "modify" an existing user
  • activate "Grant to order at GBV"

The user may then use the Doctor-Doc/GBV-interface to place order without that you have to give out your passwords.

Grant user the right to place oders directly at Subito

This feature is rather depreceated, since we had to deactivate the automatic Doctor-Doc/Subito-interface. We use nowadays the normal preorder-form of Subito, which is basically a Get-Methode to submit the article references to Subito. You always will need to login at Subito.

If your users have Subito passwords of their own, you still may want to use this:

You may activte under "Account":

  • oder at "Subito"

Then you have to grant each user individually the right to order themself directly at Subito. Go to "Patrons":

  • press "modify" an existing user
  • activate "Grant to order at Subito"

The user may then use the Doctor-Doc/GBV-interface to place order without that you have to give out your passwords.

Orderlimitation

This feature only works for the Doctor-Doc/GBV-interface.

"Account"

  • choose "Activate orderlimits"
  • specify the desired orderlimits

Beware: at the moment there is no control of orderlimitation while saving a new order or if a patron places an order by email! Any limitation set will be checked only in the GBV ordering process...

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