UKLA Roundup: November 2011

The first regular roundup from the UK LOCKSS Alliance support service is now available. Regular communication was requested at November’s Steering Committee meeting and was a clear requirement from a recent review of membership.

The intention of this roundup is to highlight ongoing system and content development, and to keep members informed of the activities of EDINA and other UKLA members.

If you have comments, queries, or suggestions for future content please contact edina@ed.ac.uk.

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View your holdings with LOCKSS titles export

Access this feature of your LOCKSS box through the Title List link in the user interface.

LOCKSS Title List screen

LOCKSS Title List

A feature that we have been working on during the past year is the ability to export metadata about content holdings available or configured within LOCKSS. This has a variety of uses:

  • Produce a report listing the titles and volumes a library has configured for preservation in LOCKSS. This should help to justify and clarify the role of LOCKSS in your institution.
  • Produce a report for the library listing all the titles and volumes currently available for preservation in LOCKSS. This will help clarify what your institution can preserve at that time, and can be cross-referenced against your collection development criteria.
  • Produce a full list of available journal titles and volumes, which are then imported into Link Resolver vendor knowledge bases to support integration (see also the recent update on progress with this task). Link resolver integration means LOCKSS can then act as a backup source of content through an institution’s OPAC, in the case that the original source is temporarily or permanently unavailable. We realise that this is an essential feature for many users.

The default output is in KBART format; a set of recommendations for presenting title metadata in a way that is suitable for importing into knowledge bases. The same data can also be customised and exported in CSV format, or displayed on-screen as HTML. This feature can be accessed from the Title List link in the user interface. The output and the customisability have undergone some improvements since the initial release, providing increased accuracy and output that can be tailored to your needs.

LOCKSS KBART Listing

LOCKSS Title List - KBART Listing

The Title List functionality is one of several enhancements that have been made over the last year to support access to content and metadata. The Title List code uses functionality in the new Metadata Manager, a behind the scenes module which extracts metadata from collected content and will help with OpenURL resolution.  Work completed at Stanford over the summer means there has been a significant improvement in the completeness of metadata available about the titles preserved in LOCKSS – in particular, many titles had missing or erroneous ISSNs, which have now been filled in with help from the ISSN International Centre. Additionally, much missing volume and year data has been added.

The Title List module increases the reporting capabilities of LOCKSS, and is also an important step in integrating link resolvers, a process that is well under way and nearing completion.

To learn about other recent developments to the LOCKSS software, please see the Daemon Release Notes. If you’d like us to write a blog post to explain any recent activity and development in more detail, please contact edina@ed.ac.uk.

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Recent activity around integration of LOCKSS with link resolvers

The LOCKSS team have been working to integrate LOCKSS with link resolvers (read the background to this activity).  We know that this is a high priority for UK LOCKSS Alliance members, and so wished to give an interim update on recent progress.  Our current focus is integration of LOCKSS with Serials Solutions 360Link and Ex Libris’ SFX.

In August, we circulated a survey to understand the link resolver systems in use at member institutions.  Here is a brief summary of the results:

  • 67% of those who responded use SFX as their link resolver.
  • There are some concerns about metadata accuracy, completeness and freshness.  Members want clarity on how long it will take for new journal content to be listed via link resolvers.
  • People want control over when and how the LOCKSS integration is active, though this is partly an OPAC issue.
  • The majority of respondants listed “Customisable results page or appearance” and ”Article-level resolution” as a benefit of the institutions Link Resolver.

We’re working with Ex Libris to include the LOCKSS target parser in the public SFX product.  Separately, we’ve been able to configure a manual test integration: here’s a short video clip (without soundtrack) demonstrating a trial integration at Stanford.

In the last few weeks, we’ve begun testing LOCKSS with Serials Solutions 360Link.  We’ve been able to ‘track’ a test knowledge base and following a search, access a title level journal.  Our next step is to work with Serials Solutions to improve article-level linking.

Here are some screenshots of our very early test integration with Serials Solutions products:

Citation Linker

Results list

We will keep members informed as further progress is made, and would like to thank members for their patience to date.  We’re excited that this is now nearing completion!

 

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Private LOCKSS Network: Survey of non-members

This post provides a background briefing for UK HE institutions who are not current members of the UK LOCKSS Alliance.  It gives insight into Private LOCKSS Networks: we are currently undertaking a survey to assess interest in the use of Private LOCKSS Networks as a preservation option.  Please complete the survey online.

The UK LOCKSS Alliance is a “cooperative movement of UK academic libraries that are committed to identify, negotiate, and build local archives of material that librarians and academic scholars deem significant.”  JISC have awarded the UK LOCKSS Alliance Community Development funding, in part explicitly to look at Private LOCKSS Networks:

To review and assess the role of a Private LOCKSS Network (PLN) in the UK, moving to implementation if the recommendations are supportive. Private LOCKSS Networks are of significant interest to the UK community. The UK LOCKSS Alliance will engage with administrators of other PLNs to understand the type of content that can be preserved, and the models in which Private LOCKSS Networks can be operated. If appropriate, seed funding may be used to purchase hardware for a UK PLN.

What is a Private LOCKSS Network

Private LOCKSS Networks (PLNs) are groups of LOCKSS machines that preserve material of interest to small communities.

LOCKSS is network-driven decentralised preservation infrastructure.  Each LOCKSS box acts as a repository.  Preserved content is compared against the content of other LOCKSS boxes also holding that content.  Using this polling mechanism the authenticity of the content can be assured and damage can be detected and repaired.  Private LOCKSS Networks (PLNs) are small groups of LOCKSS boxes that are preserving content of shared interest. This is distinct from the public Global LOCKSS Network, which allows the preservation of journal content of wide interest.

Private LOCKSS Networks were discussed at a recent face-to-face meeting of UK members:

Members are interested in PLNs. A survey will be conducted to assess member’s precise requirements, and what they expect to use it for and get out of it.

Anecdotally, it appears that some institutions are interested in PLNs primarily as a ‘backup’ option, providing a form of geographically distributed redundancy.

Licensing issues around off-site preservation did not seem to be a problem. The indication was that a PLN would be a separate implementation and resource used only for the preservation of content, not serving.

There was interest in EDINA/MIMAS hosting and managing a PLN’s hardware.

Commitment to a PLN would be contingent upon good setup documentation being provided.

An open question is how multilateral the sharing will be; there is the potential for quite asymmetric sharing in terms of the quantity of materials shared, and its quality – is it particularly sensitive or valuable to research; is its integrity within the PLN absolutely essential to an institution. It is not clear how to draft an appropriate agreement between participating institutions.

There was general approval in the suggested approach of first assessing content and demand via a member survey, then setting up a task force of members to review and implement next steps.

Models of Private LOCKSS Networks

Here we briefly highlight three current Private LOCKSS Networks:

  1. The Council of Prairie and Pacific University Libraries (COPPUL) Private LOCKSS Network is a program that utilizes the LOCKSS digital preservation system as a means to archive collections of local interest to members of the Council of Prairie and Pacific University Libraries (COPPUL) that are not being preserved through any other means. Digital materials such as small university press publications, open access journals, born digital government publications, and other electronic journal collections that are at risk of being lost will be preserved as part of the program.
  2. The Alabama Digital Preservation Network (ADPNet) is a low-cost distributed digital preservation network for locally created digital content, available to academic institutions, state agencies, and cultural heritage organizations in Alabama. Any Alabama institution with digital collections that are freely available to the public is invited to join ADPNet and use the network for archival preservation.
  3. The MetaArchive Cooperative provides low-cost, high-impact preservation services to help ensure the long-term accessibility of the digital assets of universities, libraries, museums, and other cultural heritage institutions.  Formed in 2004, the Cooperative functions as a community-owned, community-led initiative. Its collaborative networks are comprised of libraries, archives, and other cultural memory organizations that seek to cooperatively preserve their digital materials, not by outsourcing to other organizations, but by actively participating in the preservation of their own content.  The MetaArchive Cooperative is distinct from the above two models in that it accepts applications for new members at three levels of participation, involvement and responsibility.

The MetaArchive Cooperative provides members with an evolving set of best practices and guidelines to consider as they select and appraise content for preservation purposes. These are not prescriptive requirements; they are conceptual considerations that MetaArchive members have documented out of their own experiences in making selection and appraisal decisions regarding what content to preserve and how to prioritize that content for preservation. These include the following topics:

  • Risk Factors (e.g. is the collection unique, or do other institutions/curators hold duplicate copies?  Is the collection regularly backed up with long-term maintenance, or preserved in a trustworthy digital repository? Is there a preservation plan that designates the curatorial responsibility for the collection?)
  • Value (How important might the collection be to future scholars/researchers? How much value does the collection have for your institution?)
  • Quality (Is the collection comprised of masters or derivative files? Is the collection archival quality? Is the collection catalogued?)
  • Preservation Readiness (Is the collection structured in a logical manner, and does it use stable or dynamic URLs? Is the collection well documented internally (e.g., such that the content could be used to easily repopulate its originating repository system)?)
  • Copyright Considerations. (Does your institution own the content, is it jointly hosted, or is your institution hosting the content for the copyright owner? Does your institution have sufficient rights to replicate and distribute the content?)

Models of Operation for a UK PLN

The diagram below indicates potential models of operation for a UK Private LOCKSS Network.

 

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Quick Start guide to the UK LOCKSS Alliance is now available

Version 1.1 of our Quick Start guide improves the UK LOCKSS Alliance documentation for staff assigned to LOCKSS at both new and existing institutions in the Alliance.

The Quick Start guide describes:

- how staffing for LOCKSS is often organised within an institution.
- the communication channels in operation, and
- where to go for installation guidance and support.

The document also provides a short reference guide for librarians on adding content and monitoring the library’s collection.

In future versions, we plan to extend the reference guide to cover some of the more advanced functionality in LOCKSS.  We are also preparing separate documentation to walk users through common processes such as adding or reviewing content.

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UKLA Members Briefing: August 2011

A briefing update has been made available for members of the UK LOCKSS Alliance. This briefing contains a summary of notable LOCKSS developments over the past six months. In particular, UK members should note the following items:

  • Information on the transition from the OpenBSD platform to Linux (for those institutions that have not yet moved to Linux).
  • A summary of recent meetings and events, with reference to the Members’ Meeting held in May 2011.
  • An overview of the JISC e-Journal Archiving Implementation Group, noting how the UK LOCKSS Alliance activity is being taken into consideration.

Previous briefing papers are also available.

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UK LOCKSS Alliance Members’ Meeting

A UK LOCKSS Alliance Members’ Meeting was held on the 10th May 2011 at the National Railway Museum in York. The event provided members with an update of recent activities, a forum to share information between member institutions, and an opportunity to discuss activity for the period from now until 2013.

A summary report to collect together the key points and queries discussed is now available.  The full agenda and presentations are available online.

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New LOCKSS Release: Version 1.48

On 19th April, the latest major version of LOCKSS was released.

This is an exciting release for us as several significant new developments will help LOCKSS to realise its long-term potential. Along with bug fixes and a few tweaks to the user interface, LOCKSS 1.48 introduces the ability to serve content based on OpenURL queries against the metadata extracted from preservable content. Given a request using an URL, a DOI, or OpenURL parameters, the content will be served from local holdings if it has been collected. If it is not available locally, or the publisher has made available a newer version, the user will be redirected to the online copy.

To support this process, fundamental metadata that was lacking in some records has been filled in with the help of the ISSN International Centre. A new tool allows title-level metadata listing the complete holdings available in LOCKSS to be exported in the industry-standard KBART format. The next version will provide the option to export only the holdings preserved in a particular machine. The export is available either in CSV format for import into a spreadsheet or library systems, or in a customisable HTML format which is useful for online browsing and searching. Link resolver vendors such as Serials Solutions (360 Link) and Ex Libris (SFX) are working with us to include the exported LOCKSS holdings data in their Knowledge Bases and to develop the components required to support OpenURL resolution to LOCKSS.

Additionally, a new metadata extraction framework supports the building of a database of article-level bibliographic information from preserved content.

The full release notes are at http://www.lockss.org/lockss/Daemon_Release_Notes.

Machines which are configured for automatic updates (as described on page 41 of the LOCKSS on Linux Install Instructions) should already have this version installed. You can see your current version in the footer of your LOCKSS user interface.

UKLA Members’ Workshop

We are also excited to be demonstrating the new features, in particular content serving, at the UK LOCKSS Alliance Workshop which is occurring on 10th May 2011 in York. Full details are available at http://edina.ac.uk/events/booking/uklamembersmgtg-may2011.html. Registration is officially closed but if you haven’t signed up and would like to attend please contact edina@ed.ac.uk. The workshop will include discussion of current and future developments and will be a chance to share user experiences and get involved in planning for the LOCKSS boxes of the future.

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Setting up the LOCKSS UI with HTTPS/SSL

We recently had a support query on how to enable SSL for the user interface on a LOCKSS box running Linux. It seemed worth making the response available to members for future reference.

A help page on Network Administration is available on the LOCKSS website. This page describes the various options and parameters for administering access to the LOCKSS user interface.

The following guidance steps through basic configuration of HTTPS.  We’ll try to update it as we ourselves learn more about the process.  If you require additional support on the process, we suggest you contact us directly.

  1. Login to your LOCKSS box and, as root, generate a key:
    keytool -genkey  -keystore adminks -alias lockss
  2. Put your keystore in /etc/lockss. These instructions assume it’s renamed admin.keystore
    mv adminks /etc/lockss/admin.keystore
  3. Write the following into /etc/lockss/adminssl.txt:
    org.lockss.accounts.policy=ssl
    org.lockss.ui.sslKeystoreName=adminks
    org.lockss.keyMgr.keystore.ks1.name=adminks
    org.lockss.keyMgr.keystore.ks1.file=/etc/lockss/admin.keystore
    org.lockss.keyMgr.keystore.ks1.keyPassword=<password>

    where <password> is the private key password you assigned when running keytool. (Not the keystore password, which isn’t needed.)

  4. Edit /etc/lockss/config.dat and change the LOCKSS_PROPS_URL line to:
    LOCKSS_PROPS_URL="http://props.lockss.org:8001/daemon/lockss.xml -p /etc/lockss/adminssl.txt"
  5. Restart the daemon:
    /etc/init.d/lockss stop
    /etc/init.d/lockss start
  6. When it comes back up you should be able to connect to your LOCKSS box at https://your.lockssbox.ac.uk:8081/

Updated: 1st July 2011
An administrator in the UK has supplied documentation for using a JANET/TERENA certificate for the UI (or another CA signed certificate).

  1. Make a key that one can actually get signed (2048 bit RSA)
    [root@lockss ~]# keytool -genkey -keystore adminks -alias lockss -keyalg RSA -keysize 2048
  2. Make cert signing request
    [root@lockss ~]# keytool -certreq -alias lockss -keystore adminks -keypass redacted -storepass  redacted
  3. Send the CSR off to whoever to get a CA signed certificate. In our JANET/TERENA setup, I was returned an apache-type cert & keychain bundle.
  4. Concatenate the cert and chain together.
    [root@lockss ~]# cat longnumber.ca-bundle longnumber.crt >import
  5. Import the signed cert and chain
    keytool -importcert -trustcacerts -alias lockss -file import -keypass redacted -keystore adminks -storepass redacted
  6. Then follow the rest of the instruction on the UK lockss alliance website to move it into place, and make the adminssl text file etc.
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UK LOCKSS Alliance Fees: 2011/12

We are pleased to announce that there will be a zero increase in UK LOCKSS Alliance membership fees for 2011-2012.

UK LOCKSS Alliance members and prospective institutions should note the following details:

  • Membership fees will remain at their current levels in 2011 – 2012.
  • Institutions will be able to commit to either a one-year and two-year option.
  • New institutions can join part-way through the year at a pro-rated fee.  The institution should contact EDINA for details.
  • There will be a discount of at least 5% for UK library consortia, subject to approval by the UK LOCKSS Alliance Steering Committee. The consortia should contact EDINA for details.

We hope that this information will help institutions account for the UK LOCKSS Alliance in their budgeting decisions.

Pricing information for the current academic year (2010-11), is available on the JISC Collections website.  A JISC Collections subscription page for 2011-12 onwards will be made available at a later date.

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