Recent Highlights

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UKLA Roundup: May 2014

The May 2014 roundup from the UK LOCKSS Alliance support service is now available. In this roundup we highlight availability of UKLA membership pricing for 2014 – 2015, news about LOCKSS software and content, and report on Vicky Reich and David Rosenthal winning the LITA/Hi Tech Award for outstanding communications in library and information technology.

If you’d like to join future calls, or if you have comments, queries, or suggestions for future content please contact


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UKLA Roundup: January 2014

The January 2014 roundup from the UK LOCKSS Alliance support service is now available.  This roundup highlights recent activity around Private LOCKSS Networks, notably highlighting the growing community activity with other PLNs in the form of monthly tele-conference calls.

If you’d like to join future calls, or if you have comments, queries, or suggestions for future content please contact

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UKLA Roundup: October 2013

The October 2013 roundup from the UK LOCKSS Alliance support service is now available.

This roundup highlights ongoing system and content development, and keeps members informed of the activities of EDINA and other UKLA members.  This roundup comprises a detailed look at new functionality to help you get more value from LOCKSS and features that assist with collection management workflows.

If you have comments, queries, or suggestions for future content please contact

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New experimental features in LOCKSS

The LOCKSS development team have been working hard over the summer to implement new functionality to assist collection administration and management.  Three new experimental features are available for use.

Note, these new features are being tested by the user community and if you enable these features you may encounter minor problems.  We’d appreciate your help in testing and improving them:  please send feedback to  Please send comments on usability, bug reports, and additional feature requests.  Expanded documentation will be released in future months.

Subscription Manager

To reduce collection management requirements, system administrators will use the Subscription Manager to register institutional ‘holdings’ for each title so that when new volumes are released, these are configured automatically for collection by the institution’s LOCKSS box.

To enable the SubscriptionManager feature, add the following parameters to ExpertConfig and restart LOCKSS:

  • org.lockss.subscription.enabled=true
  • org.lockss.metadataManager.indexing_enabled=true
  • org.lockss.dbManager.enabled=true

Initial and draft documentation for the SubscriptionManager feature is now available.  If you have comments on the documentation, please contact

Display Content Status

To assist with collection management the Display Content Status function shows you what content is configured for collection and, within that, what has been collected successfully and where problems have arisen. 

To enable the DisplayContentStatus feature,  add the following parameters to ExpertConfig and restart LOCKSS:

  • org.lockss.ui.transitional=true

COUNTER reports

LOCKSS can now generate reports compliant with the latest COUNTER Code of practice for e-resources.  It is possible to generate both a JR1 and JR5 report. Each report appears in two versions, one of them with the postfix “L” (for “L”OCKSS). 

  • Reports with the “L” postfix include all the usage requested through the LOCKSS box. By default, when content is requested through a LOCKSS box the request is forwarded to the publisher. If the publisher’s content is different or newer than that preserved by the LOCKSS box, the publisher’s version is served. The “L” report includes these usages.
  • The reports without the “L” postfix include only usage where the LOCKSS box could not involve the publisher (which is rare) to avoid double-counting the hits. The underlying assumption is that the publisher will include, in its own COUNTER report, the hits of which it is aware .

We suggest enabling this feature once you have integrated LOCKSS with your institutional link resolver system.

To enable the COUNTER reports feature, add the following parameters to ExpertConfig and restart LOCKSS:

  • org.lockss.metadataManager.indexing_enabled=true
  • org.lockss.dbManager.enabled=true
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UKLA Roundup: September 2013

The September 2013 roundup from the UK LOCKSS Alliance support service is now available.

This roundup highlights ongoing system and content development, and keeps members informed of the activities of EDINA and other UKLA members.  The roundup includes:

  • A summary of sources of information on the content available in LOCKSS
  • The status of integrations with Link Resolver products
  • A brief introduction of new features that optimise value

If you have comments, queries, or suggestions for future content please contact

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New features ready for testing

The LOCKSS software development teams at Stanford and EDINA have been working over the summer to develop two new significant features for the LOCKSS software, and we would now like to invite member input into user testing.  These features have previously been identified as important by the UK user community – and follows on from the user interface requirements work undertaken in 2012 by the UK LOCKSS Alliance Support Service.


This feature helps you understand the status of content on your LOCKSS box.  We’ve tried to make it easier to review what content you’ve configured for collection, and within that, to understand what content has been successfully collected and what content may require attention.

A first iteration is ready for test by the user community.  We’ve added bibliographic information so it’s easier to quickly identify the publisher, title, and ISSN.  We’ve simplified the interface so it’s easier to tell whether something has been collected and therefore whether you can provide your library users with access.  We’re exploring ways to filter the collection so you can quickly extract the information that’s useful to you.

Screenshot of beta DisplayContentStatus feature

A beta version of this will be available in the next release of the LOCKSS daemon.  In the meantime, we’d like to test this to make sure it’s easier to use and meets your expectations and workflows.

We need volunteers to test this.  If you’d like to participate, please get in touch by contacting edina @  We need around six volunteers for a couple of rounds of testing – no more than 30 minutes each time.  To take part you’ll need Skype and a headset on your computer.


This feature assists with content management.  It allows you to record your institutional coverage for each title available in LOCKSS, and means that new volumes released for selected titles and publishers are automatically configured for collection.

Screenshot of beta SubscriptionManager feature

Again, we need volunteers to test this.  We’ll review both features in the same test process:  the objective will be to understand your workflow goals when interacting with your LOCKSS box.  This will confirm that we are implementing solutions to the right problems, helping you build and manage your collection more effectively.

Please contact us at edina @ to get involved!

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UKLA Breakout Sessions at UKSG

Bournemouth: rather lovely.

Last week, the annual UKSG Conference was held in Bournemouth, England.  The conference programme includes a mixture of plenary, lightning talks, and breakout sessions.

Together with Fred Guy, project manager of the Keepers Registry, I jointly presented a breakout session entitled E-journals and long-term availability: an overview and panel discussion on the archiving infrastructure to meet the needs of users.  Over the two sessions this event attracted well over 60 delegates.

The session was separated into two components.  To begin, brief presentations described the role of the Keepers Registry (view slides) and the UK LOCKSS Alliance (view slides) in helping libraries move towards e-only environments.

Following this, a panel session was held to offer insights into the activity taken by libraries to treat electronic collections as sustainable, move towards e-only environments, and responsibly discard unrequired print collections.  The panel comprised David Prosser (Research Libraries UK – RLUK), Lorraine Estelle (Jisc), Joanne Farrant (Cambridge University), and Bill Barker (London School of Economics).

An engaging panel session

A great write-up of the breakout session highlights key issues discussed by the engaging panel, noting in particular: “unanimous agreement that e-journal preservation services have given libraries the confidence to firstly cancel print subscriptions and secondly to dispose of back-runs.”

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UKLA Case Studies now available

The UK LOCKSS Alliance has published three case studies exploring the benefits of the LOCKSS approach for e-journal preservation.

The case studies confirm the value of the LOCKSS approach:  with an alternative source of supply under library control, the LOCKSS approach gives academics and librarians greater confidence in e-only journal environments.  Once a local LOCKSS archive is integrated with link resolver systems, the library has invested in a powerful tool for the preservation and continuing access of e-journal content.

Key highlights from the case studies include:

“The reliability of LOCKSS as a source of content to address short-term outages instills confidence in its reliability as a long-term preservation solution.” - De Montfort University Case Study

“The LOCKSS box is held locally and thus is under the control of the library. The library decides what to archive.”University of Warwick Case Study

“It’s reassuring for users to see the content in the box as evidence that it is safely preserved and can be accessed.” - London School of Economics and Political Science Case Study

Case study participants were given an opportunity to discuss future development of the LOCKSS software, and we are happy to report that a number of the suggested improvements are being addressed as part of ongoing development. These include:

  • Support for COUNTER statistics to demonstrate usage of LOCKSS content.
  • Subscription Management mechanisms to integrate library catalogues with LOCKSS to aid development of archive collections.
  • Shibboleth support to cater for off-campus access by library users.
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UKLA Roundup: November 2012

The November 2012 roundup from the UK LOCKSS Alliance support service is now available.

This roundup highlights ongoing system and content development, and keeps members informed of the activities of EDINA and other UKLA members.

If you have comments, queries, or suggestions for future content please contact

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LOCKSS Program endorses the KBART Recommended Practice

We are pleased to announce that the LOCKSS program now publicly endorses the KBART Recommended Practice.  Details of the LOCKSS KBART-compliant knowledge base can be found on the KBART Contacts Registry, annotated with a KBART logo to indicate our UKSG-verified compliance with the standard.

The NISO and UKSG press release with further details about the KBART initiative is copied below:

NISO and UKSG Announce Five More Publishers Endorse KBART

Metadata in OpenURL knowledge bases improved through implementation of KBART recommendations

The National Information Standards Organization (NISO) and the UKSG are pleased to announce that BioOne, JSTOR, LOCKSS, the Royal Society of Chemistry and SpringerLink (hosted by Metapress) are the most recent organizations to publicly endorse the Phase I recommendations of the KBART (Knowledge Bases And Related Tools) Working Group, a joint NISO/UKSG initiative that is exploring data problems within the OpenURL supply chain. KBART’s Phase I Recommended Practice (NISO RP-9-2010), published in January 2010, contains practical recommendations for the timely exchange of accurate metadata between content providers and knowledge base developers.

All content providers, from major databases to small publishers, are encouraged to publicly endorse the KBART Recommended Practice by submitting a sample file to the KBART working group. Once the file’s format and content has been reviewed and approved, and the provider has made it publicly available (in line with the recommendations), the provider will be added to a public list of endorsing providers. Knowledge base developers can endorse the KBART Recommended Practice by confirming that their systems can process KBART formatted files. In addition, a contacts registry is available on the KBART Information Hub at or where content providers and knowledge base developers can register their organization’s information for downloading holdings metadata.

Sarah Price, KBART Co-chair and E-Resources & Serials Coordinator at the University of Birmingham, comments: “It’s really encouraging from both a KBART and library perspective to see the uptake of the KBART recommendations from content providers. It demonstrates the commitment to improving metadata to aid discovery which in turn will benefit the whole community through increased usage, ease of discovery and user satisfaction.”

The KBART working group is now progressing towards the end of Phase II and is focusing on enhancing the current recommendations with new guidelines for eBook, consortia and Open Access metadata.

KBART Co-chair Andreas Biedenbach, Independent Publishing Professional, concludes, “I am very pleased with the interest we have raised for our working group. It is encouraging that we find more and more organizations endorsing our recommendations and that we were able to add these renowned companies to our endorsement list this month. We look forward to collaborating with further parties involved in the e-resource metadata management in the near future and to the upcoming tasks in connection with our Phase II work.”

For more information on endorsement, to review the KBART Recommended Practice, or to find out how to get involved in future phases of KBART’s work, please visit or

*About NISO*

NISO fosters the development and maintenance of standards that facilitate the creation, persistent management, and effective interchange of information so that it can be trusted for use in research and learning. To fulfill this mission, NISO engages libraries, publishers, information aggregators, and other organizations that support learning, research, and scholarship through the creation, organization, management, and curation of knowledge. NISO works with intersecting communities of interest and across the entire lifecycle of an information standard. NISO is a not-for-profit association accredited by the American National Standards Institute (ANSI). More information about NISO is available on its website: For more information please contact NISO at (301) 654-2512 or via e-mail at

*About UKSG*

UKSG exists to connect the information community and encourage the exchange of ideas on scholarly communication. It spans the wide range of interests and activities of the extended scholarly information community of librarians, publishers, intermediaries and technology vendors. In a dynamic environment, UKSG works to:

* facilitate community integration, networking, discussion and   exchange of ideas,

* improve members’ knowledge of the scholarly information sector and support skills development,

* stimulate research and collaborative initiatives, encourage   innovation and promote standards for good practice, and

* disseminate news, information and publications, and raise awareness of services that support the scholarly information sector.

For more information, please visit the UKSG website,


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