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Providing Public Access to a Large CD-ROM Collection: Challenges and Solutions Robert McLaird and Coleen Parmer
Setting up workstations for public use presents a challenge to any Government Documents Department. A dynamic balance must be achieved between the needs of the department and those of the user. For the user, the workstation must provide a simple and familiar interface that allows easy access to a myriad of different programs and search engines located on dozens of different cdroms. For the department, the interface must balance security against the need to constantly install and configure new software. The security needs of a public workstation must meet several criteria. The security system must:
The user needs of a public workstation also must address several important issues.
Some Caveats:
2. System Setup 2.1.1 BGSU System The public workstation system currently consists of four computers: 2.1.2 BGSU Software Platform Software used for setup is as follows and should work with any Windows9x system. (Windows XP versions of the tweaking tools are also available.)
2.2.1 GPL System The public workstation system currently consists of five computers, each of which has 50 gigabytes of storage space:
2.2.2 GPL Software Platform
3. Workstation Setup 3.1 BGSU Public Workstation setup was a three-stage process. First, Windows was installed, and a BIOS bootup password was enabled. Second, public and restricted use desktops were created, and finally, access to all computer functions and software were removed from the public desktop except for a web browser. After all of the appropriate security and application software was installed and set up on the primary public workstation, it was thoroughly tested, and an image of this workstation hard drive was then created on the network server, using the Norton Ghost software. This image was then restored to the second public workstation to guarantee that both computers would be identical. Setting up the Public Use Desktop
Setting up the Restricted Use Desktop The Restricted (password protected) desktop provides full access to all of the software and hardware features available on the computer. It can be accessed, obviously, only by staff members who know the password. In restricted mode, the documents staff can
The Advanced Workstation--Housed in the Documents Office
The Advanced Workstation is a standard networked Windows 98 computer. It is a typical office computer with a single desktop and no special security software installed. It provides full access to all features for all users. It is used as a combination staff workstation and advanced research workstation. It provides access to all of the CD-ROMs installed on the public workstation, and in addition allows users access to all of the university licensed software (Microsoft Office, Corel Office, Adobe products including Photoshop, and acrobat, Minitab, SPSS). In addition to the networked laser printer, it also has a color DeskJet printer installed. The Documents Network Server A separate Norton Ghost disk image was created and saved on the network server for the Advanced Workstation and for the Public Workstations. If at any time any of these three workstations should fail -- either through software or hardware failure, or through 'hacking' -- the entire contents of that workstation's hard drive can be restored from the backup image in a matter of only a few minutes. 3.2 GPL First, a prototype computer was brought down to a non-public area and all of the CDs that were decided on were loaded via the VirtualCD emulation software. Once all the titles were on, working and ready, guides were created. When the guides were complete, the prototype was taken upstairs to the University Libraries ITS department. They did all of the above and then cloned the prototype to create the other four computers for a total of 5 identical workstations. Setting up the Public Workstations Of the five, four are public workstations and they have MS Office removed. They add and configure Fortres, the viewers and Public Web Browser (which controls user interaction with Internet Explorer). The Advanced Workstation--Housed behind the reference desk. This workstation has Novell network access added, but is otherwise left alone. 4. User Interface The large number of CD-ROMs that are available presents a challenge to any department which attempts to install them on a workstation for public use. As was already mentioned, the use of icons on the desktop or the use of program listings on the start menu are not particularly workable options. The number of icons which can be displayed on a desktop is limited, and worse, icons are difficult for first time users to identify, making it difficult for them to start the desired program. The Start Menu is a more workable approach than the use of desktop icons, but again, a clear method of organization is difficult to achieve, and after a few dozen CD-ROMs are installed, the user is almost totally overwhelmed by the difficulty of navigating start menus which fill the entire computer screen. For libraries wishing to provide access to large numbers of CDs, a better approach is create an integrated interface that embeds the CD's *.exe file within. Then the focus can be on the intellectual content of the disk and how to use it well, rather than on the mechanics of using it. Html is especially well suited to this job because it allows transparent switching from local web pages and applications to remote web pages and applications and the inclusion of images. The one challenge is to create links in the interface that will launch software. 4.1 BGSU and Executable Links BGSU chose to control their links via one of the lesser used properties of the web browser. Netscape, Opera and Mozilla (the new open source upgrade to Netscape) allow the installation of "helper programs". One such program is a freeware product created at the University of Leeds, in England. Called W3Launch, this program, when installed, provides a secure method of using a web browser to launch any DOS or windows software installed on that computer. The advantages of such a system are obvious: the user interface becomes a web browser displaying a standard HTML web page -- an interface with which almost everyone today is extremely familiar. Further, it becomes easy to create a system of web pages which can not only act as a menu with enough information about each of the CD-ROMs (full title, call number, or even a descriptive paragraph) to make locating the right item easy for even first time users. Additional pages explaining the purpose and contents of the CD, a help file of information about how to use the CD-ROM, information about other related information sources, and URL links to the departmental web site and other useful web sites can be created and easily linked to each CD-ROM mounted on the workstation. Although Mozilla, our installed web browser, has worked transparently and reliably on our workstations, we have found that a few of the recently produced governmental CD-ROMs are browser specific, and require the use of Internet Explorer only. If this trend continues, we may consider transferring to IE as our launch platform. About W3Launch W3launch is a small, free intermediary program which when installed as a 'helper program' allows a secure method of running any executable program through a web browser, using a standard web page as a menu. Once installed, W3launch allows users to launch any Windows or DOS program by simply clicking on a standard html link. When the program is closed, the user is returned immediately to the original web page. W3Launch has been tested and found to work well with Netscape, Opera, and Mozilla. Microsoft Internet Explorer works equally well, although the original installation procedure is somewhat different, since the .w3l file type associations must be set up in both the web browser and in the windows registry. The only problem found with W3launch, which is easy to work around, is that it was originally developed under Windows 3.1, and may present difficulties if software is installed in folders with long names or with spaces in the name (e.g. "Program Files" unless the program and folder names are enclosed in double quotation marks in the W3Launch initialization files. As a general rule, we always install software to folders following standard 8.3 file name conventions, and if the software requires command line options they are also enclosed in double quotation marks. Examples
C:\windows\notepad.exe "c:\my documents\test.txt" works well
To date, we have found almost no CD-ROMs which cannot be installed and run through the W3Launch program. Most problems are caused by 'bugs' in the software or physical problems with the newer DVD-ROM drives being unable to accurately read the tracks of some older disks. The main advantages of using the W3launch program is that it removes much of the complexity of installing and running software through a web browser interface. Rather than having to create and associate individual file types for each program to be run, only a single file type (.w3l) needs to be created and be associated to call the W3launch program. W3launch then takes over the task of tracking and controlling which CD-ROM specific software is to be run. Installation and configuration time is drastically reduced for each CD, and the process is simplified to the point that even a work study student can successfully manage the installation of CD-ROMs on the workstations. 4.2 GPL and Executable Links Traditionally, administrators have used medium-specific hardware such as CD towers and software such as Local Area Networks (LANs) for this task, and that is how we handled some of our titles in our previous configuration. However, both medium-specific hardware and LAN software are expensive. Also, this approach increases the number of points at which a breakdown can occur, while potentially lengthening the downtime because new parts may be required for hardware problems and LAN administration may be limited to an institution's IT department. Finally, all tangible storage media are inherently and often quickly obsolete. Sinking large sums of money into a media-specific hardware solution was deemed to be inappropriate given other options now available to us. In consultation with the University Libraries Information Technology Services (ITS), we decided to forgo the traditional approach and to put the bulk of our time and effort into a reliable configuration which put all the installed titles on the hard drive of one of the new workstations we would be receiving. Then that original hard drive would be imaged and used to create the rest of the public workstations. The original would be saved in case of emergencies, thus simplifying disaster recovery. However, we found that there were some fundamental obstacles to loading CDs in their entirety onto hard drives. Namely, many CDs were written on the assumption that each would be the only CD loaded on a computer and that putting in the disk every time each was used would be convenient. Given the above, both of these assumptions conflicted with our needs. About Virtual CD To resolve the conflict, we decided to use a CD-ROM emulation program called Virtual CD. This program resolves the conflict because it creates a virtual CD drive and inserts a virtual CD. Thus, effectively, each CD is the only one loaded and the disk is inserted into the drive. The steps for using Virtual CD follow below; for the full procedure and screenshots, see <http://govpubs.lib.umn.edu/cd/process.phtml>.
5. Processing New CD-ROMS 5.1 BGSU Our current work process when receiving a CD-ROM is to:
5.2 GPL Our current list of installed CDs (see http://govpubs.lib.umn.edu/cd/titles.phtml) is basically stable. Anticipated changes are only in updates to serial titles. Updates will be done individually because there won't be that many and it isn't a workload issue. We do keep a separate CD database, but that entry work can be done at any point in time. Finally, the guides are manually produced. Since the list is stable, the bulk of the work was in the initial set up, not in maintenance. The web pages themselves are created from a template that controls the formatting of each page's headers, footers and body. Additional formatting is controlled by cascading stylesheets. Lastly, a JavaScript is used to make links open new windows, so that users can always have the user guide open and available. 6. BGSU DOCUMENTS CD-ROM DATABASE Overview: Purpose / Goals Although all CD-ROMs are catalogued into the university OPAC when received, it was felt that because of their unique handling requirements, and their complexity of use, that an external database which could provide more complete information about each item was needed. After some preliminary discussions about what could be achieved through the use of such a database system, a long range plan using a multi-tiered approach was adopted which could be gradually implemented through a series of stages. The goals for the database project included:
While an online search engine would have been desirable for many of the proposed functions, usage restrictions on the university web server eliminated this option. The alternative approach of using a departmental web server to mount such a search engine to create dynamic web content was also impossible because the university firewall would block it from outside access. With these limitations in mind, using the database to generate a series of "static" web pages which could be mounted on the university web server seemed to be the most practical approach. Developing the Database Stage 1: Database Design and Input of Bibliographic Data
Stage 2: HTML Page Generator Stage 3: Development of html forms-based database engine for the intranet server.
Stage 4: Input of enriched data (help files etc.)
7. Those Pesky Titles, or Some Challenges CD-ROMs that display 'install' option on the beginning screen Some disks--like the Census 2000 STF1--have the INSTALL option clearly displayed when the disk comes up. This is a great feature if the disk is not loaded on our workstation and users have to check it out and use it at home. However, if they have to use the disk on the Documents Workstation, we obviously do not want them trying to install the disk on our workstation. Solution: Auto-run is disabled after the disk is installed. Then links are created that bypass the main (first) page which includes the install option. Choose LAN installation where available; worked for WISTAT CD from the UN. Foreign Broadcast Information Service (FBIS) Y2K Problems The early FBIS disks were not Y2K compliant. We wrote a program that resets the clock when the disk loads to a pre-2000 date, then resets the clock to the correct date after the disk is removed. Older CDs that don't run in our DVD drives Landview 1, for instance, does not run in our current workstations. We loaded the disk on an older computer and burned a new CD that would run in our workstations. Use emulation software like VirtualCD. Complex or difficult Software We decided early on that our public workstations would be treated as 'Ready Reference' resources and that we would load CD-ROMs that were more or less easy to use. The Census Bureau's GO Software and Adobe Reader are perfect examples. Users need little instruction to begin using this type of software. CDs running on complex software such as the SETS Software would not be installed. Instead users can check out the disks and use them in the Computer Labs or at home. The Advanced workstation enables us to provide a platform for users with more challenging research demands such as mapping or using a database like Access or Excel, but we still do not provide access to the SETS software. Older DOS Software Some older DOS software has trouble with newer Windows operating systems. In the case of Census Bureau CDs, there is a workaround and it does work for Extract.
see also http://govpubs.lib.umn.edu/cd/pesky.phtml 8. Summary of Steps to Create Public CD Access
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Last updated: September 23, 2003 Page Name: http://www.access.gpo.gov/su_docs/fdlp/pubs/proceedings/02pro_palmerwest.html | |||
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