Configure Digital Library

Configure Digital Library

Set up and manage the digital library system for e-books, videos, and electronic resources. Configure access levels, storage, and user permissions.

Time required: 20-30 minutes for initial setup

Prerequisites

• System Administrator role
• Digital Library module installed (Enterprise)
• File storage configured
• Website/portal enabled

Overview

Digital Library configuration includes:

• Resource types and categories
• Storage and upload settings
• Access control rules
• Download policies
• Portal integration

Initial Setup

Step 1: Enable Digital Library

1. Go to Settings > General Settings
2. Find Library section
3. Enable Digital Library
4. Click Save

Step 2: Configure Storage

1. Go to Library > Configuration > Digital Settings
2. Set storage options:

Setting	Description	Recommended
Storage Type	Local or cloud	Cloud for large libraries
Max File Size	Upload limit	100 MB
Allowed Formats	Accepted types	PDF, EPUB, MP4
Storage Path	File location	/library/digital/

Step 3: Create Resource Types

1. Go to Library > Configuration > Resource Types
2. Click Create
3. Add resource types:

Type	Code	Description
E-Book	EBOOK	Digital books
Video	VIDEO	Video lectures
Audio	AUDIO	Podcasts, audiobooks
Document	DOC	PDFs, documents
Journal	JRNL	Academic journals

Access Configuration

Step 1: Define Access Levels

1. Go to Library > Configuration > Access Levels
2. Create levels:

Level	Description	Users
Public	No login required	Everyone
Student	Student portal users	Students
Faculty	Faculty members	Faculty
Research	Advanced access	Researchers
Premium	Paid subscribers	Premium members

Step 2: Set Resource Permissions

For each resource:

Permission	Options
View	Who can see resource
Download	Who can download
Print	Allow printing
Share	Allow sharing link

Step 3: Configure Download Limits

Setting	Description	Default
Daily Limit	Downloads per day	10
Monthly Limit	Downloads per month	50
File Size Limit	Max download size	500 MB
Reset Period	When limits reset	Monthly

Category Management

Create Categories

1. Go to Library > Configuration > Categories
2. Click Create
3. Enter category details:

Field	Description	Example
Name	Category name	”Engineering”
Parent	Parent category	”Science”
Code	Unique code	”ENG”
Description	Brief description	”Engineering resources”

Category Hierarchy

Science
├── Engineering
│   ├── Civil Engineering
│   ├── Mechanical Engineering
│   └── Computer Science
├── Physics
└── Chemistry

Portal Integration

Step 1: Enable Portal Access

1. Go to Website > Configuration
2. Enable Digital Library Portal
3. Configure URL: /library/digital

Step 2: Customize Portal

Setting	Description
Homepage Banner	Welcome image
Featured Section	Highlighted resources
Search Options	Advanced filters
Layout	Grid/List view

Step 3: Set Navigation

1. Add to website menu
2. Configure sub-menus:
   • Browse by Category
   • New Arrivals
   • Most Popular
   • My Downloads

Upload Configuration

Bulk Upload Settings

Setting	Description
Batch Size	Files per upload
Auto Extract	Get metadata
Duplicate Check	Prevent duplicates
Auto Publish	Publish after upload

Metadata Extraction

For PDFs and documents:

• Title from file name
• Author from document properties
• Page count
• File size
• Creation date

Integration Settings

LMS Integration

Connect with Learning Management:

Setting	Description
Link Resources	Attach to courses
Auto Enroll	Course-based access
Track Reading	Monitor progress
Reading Lists	Course materials

External Sources

Configure external libraries:

Source	Description
Google Books	ISBN lookup
Open Library	Free e-books
JSTOR	Academic journals
Custom API	Institution sources

Field Reference

Digital Settings

Technical Field	UI Label	Type	Notes
storage_type	Storage	Selection	local, cloud
max_file_size	Max File Size	Integer	MB
allowed_formats	Allowed Formats	Char	Comma-separated
download_limit	Daily Limit	Integer	Per user
require_login	Require Login	Boolean	For access

Resource Type

Technical Field	UI Label	Type	Notes
name	Name	Char	Type name
code	Code	Char	Unique code
icon	Icon	Binary	Display icon
allowed_extensions	Extensions	Char	File types

Access Level

Technical Field	UI Label	Type	Notes
name	Name	Char	Level name
group_ids	User Groups	Many2many	Allowed groups
download_limit	Download Limit	Integer	Per period
view_only	View Only	Boolean	No downloads

Troubleshooting

Uploads failing

Check:

• File size within limit
• Format is allowed
• Storage space available
• User has upload permission

Resources not visible

Verify:

• Resource is published
• Access level matches user
• Category is active
• Portal is enabled

Downloads blocked

Check:

• User download limit
• File-specific restrictions
• Access level permissions
• Browser download settings

Search not finding resources

Ensure:

• Resources are indexed
• Search terms match metadata
• Category filters correct
• Clear search cache

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Related: Manage Digital Library | Add Books | Portal Configuration