The new Circulation module OpenSuite, SOA at work Find information Share knowledge 29 th ADLUG ANNUAL MEETING 2010 Centro Congressi Panorama – Trento Provincia Autonoma di Trento September 2010

Copyright All rights reserved 2 Current Circulation platform (1/3) Current Circulation platform consists of the following application modules: AMICUS ‘native’ Circulation LibriQuest (ILL) RFID library management system Overdue Communications to library users (sms, , prints, …) The first one is based on a client-server architecture and technology, while the others, developed during the last five years to meet specific requirements, are fully web-based (Java). Due to this heterogeneous technology, functionalities are ‘physically’ divided into different application modules. This results in a low level of cohesion of the system and an increased complexity of administration, management and maintenance activities.

Copyright All rights reserved 3 Current Circulation platform (2/3) AMICUS ‘native’ Circulation AMICUS Circulation module, whose functions are defined according to different levels of permissions, manage users archives, check-in and charge-out functions, item status, fines policy, a loan reservation, inventory, various kinds of statistics. LibriQuest (ILL) The module allows system networked libraries, as well external librariest to share document delivery services and interlibrary loan functions, ina simplified and intuitive mode, through web technology. With LibriQuest is possible to create, validate, monitor and manage the flow of requests for documents in various formats and media, whether paper or digital. RFID library management system The integrated system that uses radio frequency inventory management procedures, shoplifting, circulation of documents, user management and reading rooms. Overdue Provides a complete management reminders system, including notification of delay, the display and printing of items borrowed, reserved and in transit and the management of actions to be taken against users insolvent, according to the policies set up by each single branch of the library. Communications to library users (sms, , prints, …) (SMS Library) Specialized application integrated with AMICUS, LibriQuest and Overdue, replaces the forms of communication with the end users. These applications require the communications service, sending requests through the Internet connection. Compared to the ‘native’ system of communication, has been added SMS (Short Message Service) and have been improved the existing procedures ( and regular mail). It enables each library, with complete autonomy, to define the sending modalities to suit its own needs and policies. Also the end user has the ability to access his profile, and change his personal data or to authorize a sending mode.

Copyright All rights reserved 4 CIRCULATION Current Circulation platform (3/3)

Copyright All rights reserved 5 New Circulation platform WELOAN

Copyright All rights reserved 6 Target system With contribution of Trento Province and kind sponsorship of Luiss University A new more cohesive (loose coupling) architecture, through a system refactoring: Service oriented, where services are identified as the main reference unit of the system With a unified and centralized presentation layer (thin web-based client application, browser compatible). Built on an Application Server, to ensure system requirements (e.g. scalability, security, transactional, robustness, … ) Standardized communication protocols to achive the highest level of system interoperability Full usage of JEE platform components to provide a business layer with high degree of robustness

Copyright All rights reserved 7 SOA-enabled architecture

Copyright All rights reserved 8 Service Oriented Architecture (SOA) What is a Service Oriented Architecture? An SOA is a design model with a deeply rooted concept of encapsulating application logic within services that interact via a common communication protocol. When services are implemented as “Web Services” and are used to establish this communication framework, they basically represents a web-based implementation of a SOA.

Copyright All rights reserved 9 Service Oriented Architecture (SOA) What is a web service? “A Web service is a software system designed to support interoperable machine-to-machine interaction over a network. It has an interface described in a machine-processable format (specifically WSDL). Other systems interact with the Web service in a manner prescribed by its description using SOAP messages, typically conveyed using HTTP with an XML serialization in conjunction with other Web-related standards.” Cite taken from

Copyright All rights reserved 10 SOA Roles

Copyright All rights reserved 11 A SOA blueprint

Copyright All rights reserved 12 An example (1) Source: OLE Project Deliver Entity Process Module: Deliver Entity Definition: The Deliver Entity component describes processes that track the request and supply of a resource. It includes processes that initiate and receive the request, identify the user requesting the resource, check and verify the user’s credentials, and determine availability and terms of use of the resource requested. A message is sent to the user whenever a condition is not met. The resource is supplied if all conditions are met. Workflow / Process Diagrams:  Request Service  Identify User  Identify Terms of Use  Supply Entity Use Cases: Request being created will take into account the completeness of the request, user eligibility, and preconditions of use. A user placing the request is authenticated and authorized. The user could be a person using a computer, the computer itself, or a computer program and could use protocols such as LDAP, Shibboleth, Secure Shell Keys, and Certificates. The resource could be print or electronic, both returnable and consumable, an original or a copy, local, consortial, purchased on demand or external to institutional ownership, retrieved from the library and checked-out onsite or delivered to another location (library, office, desktop, off-campus site.) The requested resource is checked for availability, access attributes, and usage fees. For example, do the resource attributes allow access by the requestor, such as enrollment in a course or membership in a university or consortium? Must the resource be returned within a specified timeframe or used in the library? Are there other preconditions such as copyright, usage fees, or limits on number of simultaneous uses?

Copyright All rights reserved 13 Process Module: Deliver Entity Process Title: Request Service Definition: Describes the process where a user submits a request for a service or resource. The user may submit the request in person at a circulation desk, directly from a metadata record in a licensed or open access database, or by filling out a free text web form. Use Cases: A user is conducting research in a bibliographic database and identifies an article she would like to read. The full text of the article is not available online in the database. She clicks on a request button and submits a request for access to the entire article. A professor recommends an article to a student. The student goes to his library’s website, locates and fills out an interlibrary loan web request form, and submits a request for the article. A student is searching his library’s catalog and locates a book that’s located in a remote storage facility. He clicks on a request button and submits a request to have the book delivered to his local campus library. A student is searching WeCat and locates a resource that is not owned by his college library. He clicks on a request button and submits a request to have another copy of the resource delivered to his local campus library. A professor is searching a regional consortia catalog with holdings from other college and university libraries in his state. He identifies a copy of a resource owned by his university library but it is checked out to another borrower. He clicks on a button and submits a request to have another library’s copy delivered to his local campus library. A student is searching Google and discovers a restricted audio resource in another university’s digital repository. He clicks on a request button and submits a request to gain online access to the resource. An alumnus pulls a book from his college’s book stacks, takes it to the circulation desk, and asks to check it out. An example (2) Source: OLE Project

Copyright All rights reserved 14 Roadmap

Copyright All rights reserved 15 See you soon with WeLoan module Thanks a lot