A guide to configuring the SimplyE Circulation Manager, for hosting/implementation providers or technical library staff

Purpose

This document provides the basic instructions necessary to configure a demonstration implementation of the Circulation Manager. They provide access to a single library with a small, open access collection. This configuration does not yet demonstrate configuring a DRM-protected library service stream from a commercial service, such as Overdrive, Bibliotheca, or Axis 360. Instead, the aim here is to:

1. Ensure that the Circulation Manager is deployed successfully,
2. Review how the Circulation Manager works,
3. Provide an opportunity to experience actively configuring a Circulation Manager before deploying a production service, and
4. Promote confidence that the organization is ready to deploy a more robust, production Circulation Manager.

Though this Quickstart does not demonstrate configuring a library's commercial collection of DRM-protected materials, there are other documents which provide step-by-step guidance. After you have configured this demonstration Circulation Manager, you may wish to see the "Configure" articles in the How-to articles section for integrating a specific commercial provider collection.

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This document will provide the following:

1. Getting your initial Circulation Manager installed and configured to a state in which a Sysadmin can access and use the configuration UI
2. Getting a testable version of the App through test flight so they may evaluate and troubleshoot configurations and operations prior to pilot.

Assumptions/Requirements

Deployment. Your Circulation Manager should be completely deployed and available on the Internet to fully test the configuration elements presented here. Refer to the Deploying a SimplyE Service document for more information on deployment scenarios and instructions on deploying to virtual servers and Amazon Web Services.

System and Library Information. This instructions below refer to data you will need to complete the configuration of several areas of the Circulation Manager. For example, in a production environment as the hosting provider/implementor, you should have already received information from a library to be added to the Circulation Manager. The required library data is described in detail in the document SimplyE Library Implementation Guide. We've included example data below which you will use if following the demonstration library configuration.

In addition to the library information, we make reference here to system-related information. For example, when you deployed your Circulation Manager infrastructure you should have implemented a domain name for the SimplyE Circulation Manager service and added it to your DNS zone. For a single library implementation within a statewide SimplyE implementation (the original design thinking for the service), the domain name would have the form https://library_name.simplye-state-abbreviation.org. With a change in software implementation to host multiple libraries on one Circulation Manager instance, and with providers offering services not constrained by geography, the Circulation Manager domain might take the form https://circulation.org-name.com/ or https://simplye.org-name.com/. For the sample configuration in this document, we will use the fictitious information below:

Web Browser. Last, you must use Google Chrome or Mozilla Firefox to work in the Admin configuration interface. The Admin interface currently does not render correctly in Microsoft's Internet Explorer or Edge browsers.

Overview

Once you have deployed/installed the Circulation Manager software, you're ready to begin configuring the system to connect to the various external systems that make SimplyE work: commercial ebook provider systems and other sources of ebooks, libraries' integrated library systems, indexing/search servers, metadata servers, and analytics systems. The Circulation Manager acts as a nexus of these systems and provides lists of these resources in the form of OPDS feeds, based on the Atom Syndication Format, to remote clients. Currently SimplyE clients are available for both iOS and Android mobile operating systems. Plans are in place for a web-based client as well.

Configuration of the Circulation Manager can be divided into three areas:

1. Creating administrator users
2. Configuring system-wide settings:
   1. Verify the Circulation Manager's server-wide settings
   2. Configure Elasticsearch service
   3. Register the Circulation Manager with the NYPL Metadata Wrangler
3. Configuring one or more libraries:
   
   1. Create the library record
   2. Configure one or more collections for the library and associate them with the library
   3. Configure a patron authentication technique (SIP or ILS) and associate it with the library
   4. Configure an analytics mechanism and associate it with the library
   5. In a more thorough test or in production, register the library's catalog with NYPL for inclusion in the mobile apps

The following sections show how to configure a demonstration Circulation Manager. This configuration continues the testing implementation begun in the Ansible deployment repositories.

Create a Circulation Manager Administrator User

The first action to take in configuring your Circulation Manager instance is to create an administrative user. Currently, it is possible to use two mechanisms to enable access to the Circulation Manager's admin interface:

• Creating individual user accounts 
• Configuring single sign-on using Google accounts

For the first access to the Circulation Manager, we recommend setting up a single user account acting as the primary administrator of the system. Subsequent access can then be configured as needed.

Access the Web-Based Configuration Interface

Open a web browser and go to the /admin path in the Circulation Manager domain, as specified above; e.g., http://simplye.provider-name.org/admin  Scroll the bottom of the initial page to the section Create a new individual admin  Enter the appropriate administrative user's email address in the Email field Enter a secure password (12-16 characters recommended) into the Password field Click the Submit button below the form

When the administrator account is created, your browser will be redirected to the Admin login page.

Login as the Administrator

On the Circulation Manager's login page: Enter the email address of the administrator you created above into the Email field Enter the password you created for the administrator into the Password field Click the Sign In button

Configure the Circulation Manager System

Login to the Circulation Manager Admin Interface

1. Go to the admin website: e.g.,http://simplye.provider-name.org/admin
2. There is a top menubar which contains the following options:
   1. a library section with a drop-down library selector, plus links for the library's
      1. Catalog
      2. Complaints (from users)
      3. Hidden Books
      4. Lists
      5. Lanes (Lanes Manager)
   2. a Dashboard link, providing general collection statistics
   3. a System Configuration link (just Configuration in older versions)
   4. a user drop-down selector with Sign Out option
3. Click the System Configuration link in the menubar
   

You will see the main configuration page with thirteen configuration sections in a left sidebar:

1. • Libraries
   • Admins
   • Collections
   • Admin Authentication
   • Patron Authentication
   • Sitewide Settings
   • Logging
   • Metadata
   • Analytics
   • CDN
   • Search
   • Storage
   • Discovery

A few of these sections apply only to special cases, but most of them will be touched in production instances. In this demonstration configuration, we will only visit six; but these are the most commonly used and will give you a good experience in creating a useful SimplyE service.

Verify Initial Circulation Manager Settings

There are a number of settings created automatically when the Circulation Manager is installed or accessed the first time. In this case, we want to verify that the Base URL stored for the system matches the URL we entered in the web browser:

1. Click the Sitewide Settings item in the left sidebar
2. Click the Base url of the application setting and make sure it is set to the host and domain name you desired (no trailing /admin path)
3. For this testing deployment, no other site settings are necessary

Create the Elasticsearch Service Integration

The Elasticsearch service is responsible for supplying search results to the SimplyE mobile clients.

Create a Metadata Wrangler Integration

Configure a Library

Create the Library Record and Configure Usage

Note: When configuring the library, you MUST provide a default email address to use when notifying patrons of changes.

Create a Test Collection for the Library

Each library in SimplyE can be configured to have one or more collections associated with it. Generally, this means adding library-specific credentials to a commercial ebook provider's lending system. It can also mean adding links to open collections that are available for any library's use. Except for the specific data elements required to access a vendor's system, the process is very similar from vendor to vendor. For our demonstration library we create a simple collection which is a subset of NYPL's larger Library Simplified Open Access collection. This minimizes the ingest time required and enables us to review the system sooner to make sure everything is working properly. Follow these steps to create the collection and associate it with our demonstration library.

1. Click the Collections sidebar item.
2. Click the Create a new collection item.
3. Enter a descriptive name into the Name field that uniquely identifies the collection and makes it easy to find in potentially a long list of collections; e.g., ABC Library - Plympton
4. For a collection available as a simple public OPDS feed, which we'll use here (note: composed of 'open-access' or 'borrow' acquisition links; 'buy' links are not supported and such books do not appear in the collection's feed in the SimplyE app), accept the "OPDS Import" protocol.

5. Enter the URL of a publicly accessible feed; e.g., http://oacontent.librarysimplified.org/works/sources/Plympton

6. Give the collection a unique data source name; e.g., oacontent-plympton

7. Assign the collection to the test library:

   1. In the Add Library dropdown, select the name of the library you added earlier: ABC Public Library
   2. Click the Add Library button which appears below the dropdown; this links the collection to the library

   3. You will see the library name in a group list and can delete it if necessary by clicking the 'x' to the right of its name


8. Click the Submit button to create the collection
   

Create the Library's Patron Authentication Integration

To enable library users to borrow and return items from the collection, a patron authentication integration must be created for the library. In all cases, this enables the Circulation Manager to check the user's credentials to ensure the user is a authorized user of the library. The patron authentication mechanisms available are generally either API-based, or SIP2-based. However, there is also a simple authentication mechanism available which is only good for initial testing. It provides a means of recording a single user barcode and PIN to test against when attempting to access the library's SimplyE catalog. We'll use the simple authentication for this demonstration library. For detailed information on configuring a patron authentication integration for a specific integrated library system in a production Circulation Manager, see the document Authenticating Library Patrons when it written.

To create a test authentication mechanism:

1. Click the Patron Authentication sidebar item
2. Click the Create a new patron authentication service item
3. Again, give the service a descriptive name that is easy to identify in a long list of services; e.g., ABC Public Library -- Simple Auth
4. Accept the default "Simple Authentication Provider" in the dropdown list for this test
5. Enter a test user identifier; for a simulated 14-digit barcode, you might enter the following: 29999087654321
6. Enter a test password, which in this case should actually be a PIN, something like: 0550
7. In the Libraries dropdown item, select the library you created
8. Click the Add Library button at the bottom of the form
9. Click the Submit button to create the integration

Configuring Custom Lanes for the SimplyE Mobile App

The SimplyE mobile app presents subsets of a library's collection, usually specific genres and/or sub-genres of a collection, as a set of carousels termed lanes (swim lanes) in its primary interface. Lanes are automatically generated from the metadata included in an ebook data feed. However, the lanes presented can be customized. The document Customizing Lane Categories, providing a demonstration with step-by-step configuration instructions, is planned for development soon. If you wish to look at the editor interface before that document is ready:

1. Login to the Circulation Manager admin interface as normal
2. On the left side of the top menubar, click the drop-down list of libraries
3. Select the library name for which you would like to customize lanes
4. In the top menubar, click the Lanes link
5. Review the Lane Manager sidebar for customization options

More information will follow in the detailed document.

Accessing the Demonstration Collection in the Generic SimplyE Mobile App

Once the system is configured, you have created a library, and imported the demonstration collection, you can set up the generic production SimplyE mobile app to point to your test library's collection for review. Because this library is not registered with NYPL, its name will not appear in the list of available libraries using SimplyE. Instead, you can review your demonstration collection by using a tap sequence to open up a hidden prompt.

1. Download/install the SimplyE app from the app store for your device (Apple Store or Google Play Store)
2. Open the SimplyE app on your device
3. Tap the menu icon
4. Tap the Settings item
5. In rapid succession, tap the Version entry eight times
6. Tap the Alternate URIs entry which appears
7. In the Feed URI field, enter the URL to the demonstration library's OPDS feed; e.g., http://simplye.org-name.com/TXABCL
8. Click the Set button at the bottom of the form
9. Click the back arrow icon to go back to Settings
10. Click the menu icon
11. Click the Catalog item to display books in the demonstration library's collection

This manual mechanism is available for informally testing the display of library collections. This will work with DRM-protected collections as well as the open collection used in this demo. However, this mechanism will not work correctly when you are ready to test download and reading of DRM-protected commercial collections. For that level of testing, you will need to contact NYPL to include the library in the beta distributions of the iOS and Android mobile apps. For instructions, see Request a Library's Inclusion in Beta/Production App (Draft).

Once you have successfully accessed the library's OPDS feed in the generic app, you have completed the configuration of your first SimplyE deployment.

Register the Library with the NYPL Adobe ID Service

When you create a library with commercial, DRM-protected collections, you must register the library with NYPL so the library will have access to NYPL's shared Adobe ID license. Though you can skip this step for this demonstration example, it is a critical step in making the library's commercial collections usable in production. We are working on the forthcoming document Add a Library to the SimplyE Library Registry, which describes and demonstrates the registration process, as development on the SimplyE Library Registry continues.