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Taking the Plunge
               Open Source Software for Libraries
                         Talk at the Online Information Show, Dec 1st 2011
                           by Gerhard Bissels and Matthew Edmondson



                                       © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11
Have you ever used
               Open Source Software?




                              © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

Cost: implementation and ongoing support (no license, competition between support
contracts)
Support: no risk of software being discontinued
Versatility: code can be changed or added to
What is Open Source
                              Software?
                   •     Source code in the public
                         domain
                   •     License allows to
                         •  to study
                         •  change/improve
                         •  distribute
                   •     Written in collaborative
                         manner


                                      © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11
The First OSS LMS




                               © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

Koha @ Horowhenua public library, New Zealand - the library that first wrote Koha, and gave
it to the world as a ‘gift’ (Koha is the Maori word for ‘gift’)
The First OSS LMS




                             © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11
The First OSS LMS




                                © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

Koha in use at a US public libaries’ consortium
The First OSS LMS




                             © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

Koha in an academic environment
The First OSS LMS




                               © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

Koha in a specialist library
Why Open Source
                            Software?

                   • Cost
                   • Support
                   • Versatility and Adaptability

                                © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

Excursion: how GB came to explore OSS as part of a leaner way of running a library (financial
difficulties at CAMLIS) -, but also in order to gain flexibility of future development
Cost
                   • Licensing
                   • Implementation
                   • Hosting
                   • Maintenance
                   • Support
                   • Versatility and Adaptability
                                © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

No license
Competition between vendors/support providers
Software can be adapted to the changing needs (see later)
Support


                   • Choice of support provider(s)
                   • From 100% in-house to SAAS
                   • Support contract recommended

                                © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

Library is not tied to any one provider, and can even split support and development tasks
between several contractors (e.g. development of different functionality)
Versatility

                   • Your last system migration - ever!
                   • Have LMS developed as your needs
                         change

                   • Cost of additional functionality is often
                         shared with other libraries


                                   © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

Once an OSS system is in place, change of requirements can be accommodated through
adaptation of software - much cheaper than a system migration, and much less stressful!
OSS Library System
                   •     Horowhenua (NZ) 1999

                   •     Various Web 2.0 facilities (tagging, RSS feeds)

                   •     Customizable search

                   •     Circulation incl. self-issue

                   •     Full acquisitions system including budgets and pricing information
                         (including supplier and currency conversion, EDI)

                   •     Ability to cope with any number of branches, patrons, patron categories,
                         item categories, items, currencies and other data

                   •     Serials module

                   •     Reading lists for members

                   •     Can be integrated with other software, e.g. authentication

                                             © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

Koha in use in hundreds of libraries worldwide - mature system
Beyond the LMS
                   •     ERM (Electronic Resource Management), incl. link
                         resolver

                   •     Discovery

                   •     E-publishing (Open Journals System, Repository)

                   •     VLE

                   •     Authentication

                   •     On-line shop

                   •     ...
                                     © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

OSS offers alternatives to many library software applications, or even dominates (e.g. there
are no proprietary repository packages)!
OSS allows integration of applications (e.g. one authentication across all packages; on-line
shop links from Koha OPAC)
Beyond the LMS


                   • Lower cost of OSS allows libraries
                    • to afford additional software
                    • to afford software earlier

                                © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

Lower initial investment - libraries an afford to implement packages such as ERM before
they’ve got into a pickle
Library Co-op &
                            Software Coop

                   • Library software
                   • Outsourcing of services (e.g.
                         management of on-line resources)

                   • Consultancy

                                  © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11
Demos at library.coop


                         • library.coop


                                   © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378


Tuesday, 6 December 11

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Taking the plunge open source software for libraries

  • 1. Taking the Plunge Open Source Software for Libraries Talk at the Online Information Show, Dec 1st 2011 by Gerhard Bissels and Matthew Edmondson © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11
  • 2. Have you ever used Open Source Software? © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11 Cost: implementation and ongoing support (no license, competition between support contracts) Support: no risk of software being discontinued Versatility: code can be changed or added to
  • 3. What is Open Source Software? • Source code in the public domain • License allows to • to study • change/improve • distribute • Written in collaborative manner © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11
  • 4. The First OSS LMS © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11 Koha @ Horowhenua public library, New Zealand - the library that first wrote Koha, and gave it to the world as a ‘gift’ (Koha is the Maori word for ‘gift’)
  • 5. The First OSS LMS © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11
  • 6. The First OSS LMS © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11 Koha in use at a US public libaries’ consortium
  • 7. The First OSS LMS © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11 Koha in an academic environment
  • 8. The First OSS LMS © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11 Koha in a specialist library
  • 9. Why Open Source Software? • Cost • Support • Versatility and Adaptability © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11 Excursion: how GB came to explore OSS as part of a leaner way of running a library (financial difficulties at CAMLIS) -, but also in order to gain flexibility of future development
  • 10. Cost • Licensing • Implementation • Hosting • Maintenance • Support • Versatility and Adaptability © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11 No license Competition between vendors/support providers Software can be adapted to the changing needs (see later)
  • 11. Support • Choice of support provider(s) • From 100% in-house to SAAS • Support contract recommended © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11 Library is not tied to any one provider, and can even split support and development tasks between several contractors (e.g. development of different functionality)
  • 12. Versatility • Your last system migration - ever! • Have LMS developed as your needs change • Cost of additional functionality is often shared with other libraries © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11 Once an OSS system is in place, change of requirements can be accommodated through adaptation of software - much cheaper than a system migration, and much less stressful!
  • 13. OSS Library System • Horowhenua (NZ) 1999 • Various Web 2.0 facilities (tagging, RSS feeds) • Customizable search • Circulation incl. self-issue • Full acquisitions system including budgets and pricing information (including supplier and currency conversion, EDI) • Ability to cope with any number of branches, patrons, patron categories, item categories, items, currencies and other data • Serials module • Reading lists for members • Can be integrated with other software, e.g. authentication © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11 Koha in use in hundreds of libraries worldwide - mature system
  • 14. Beyond the LMS • ERM (Electronic Resource Management), incl. link resolver • Discovery • E-publishing (Open Journals System, Repository) • VLE • Authentication • On-line shop • ... © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11 OSS offers alternatives to many library software applications, or even dominates (e.g. there are no proprietary repository packages)! OSS allows integration of applications (e.g. one authentication across all packages; on-line shop links from Koha OPAC)
  • 15. Beyond the LMS • Lower cost of OSS allows libraries • to afford additional software • to afford software earlier © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11 Lower initial investment - libraries an afford to implement packages such as ERM before they’ve got into a pickle
  • 16. Library Co-op & Software Coop • Library software • Outsourcing of services (e.g. management of on-line resources) • Consultancy © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11
  • 17. Demos at library.coop • library.coop © 2001 Library Co-op LLP. Company registered in England and Wales no. OC366378 Tuesday, 6 December 11