disintegrating the library management system: robert mcdonald, gary charbonneau, mary popp...
TRANSCRIPT
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Disintegrating the Library Management System:
Robert McDonald, Gary Charbonneau, Mary Popp
Librarians Day -- May 15, 2009
Paths Forward from Vendor Products
to Open Source
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Our Plan for Today
• Provide context for Integrated Library Systems (ILS).
• Introduce the ILS open source “option” • Show examples of vendor products• Show examples of open source products• Introduce OLE, a new concept for open
source ILS systems.
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Examining Our Roots
• The origins of the ILS, or “why are we in this mess”?
• It all started with MARC• Cataloging – the first module• Circulation – the second• Public interface was developed late• Acquisitions and Serials – lagging behind
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Dis-Integration?
• Integrated system pulls together a variety of separate functions or modules.
• Now we are reversing that trend.• Dis-integration is the separation of these
functional modules.• Most often separation of back room tasks
from user interface.
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Rice University Library - Sirsi
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Rice University Library - AquaBrowser
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Vanderbilt University - Sirsi
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Vanderbilt University - Primo
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IUPUC - Sirsi
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IUPUC – WorldCat Local
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University of Florida - Aleph
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University of Florida - Endeca
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Matrix of ILS Development
Open Source
OLE (back room only) Evergreen, Koha
VuFind, LibraryFind, etc.
Discovery
Aquabrowser
Vendor Front End
Endeca, Encore, PrimoSIRSIDynix Enterprise
Vendor Back End
Standard ILS systems
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Current Library Systems• In addition to the core ILS layer libraries operate
separate systems to handle the following:
Electronic Resources Management System
OpenURL Linking Systems
Proxy or VPN Systems/Identity Mgmt Systems
Advanced Discovery Systems
Digital Library Content Systems
Digital Preservation Systems
Learning Management System Admin or Integration
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Legacy ILS Functionality
Circulation Acquisitions
Cataloging Serials
Staff Interfaces:
Public User Interface:
Data Stores:
Functionalmodules:
Vendor Based ePurchasing
Vendor Based Metadata Enhancement
Legacy ILS
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Legacy ILS Functionality
+eContentModule
+Advanced DiscoveryInterface
FederatedSearch/
AdvancedDiscovery
FederatedSearch/
AdvancedDiscovery
OpenURLLinking
OpenURLLinking
Electronic Resource
Mgmt.System
Electronic Resource
Mgmt.System
Unified Workflow Interface for Staff
Learning Mgmt./Campus Portal FeedsProxy/VPN for eContent Access
Legacy ILS +
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Good Search Now
Raw MARC data
exports and reformats MARC from ILS
Flat text files
Parse text files
Indices
Web 2.0
Engine
User Interface
HTTP
HTTP
NextGen Search System/Faceted Search
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Open Source/Community Source
• Library software can be created as either Open Source or Community Source.
• The difference is in the way the user community is defined.
• Can be limited in function or full-featured.• Allow for local specifications and user
needs.
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Open Source Projects
http://blogs.the451group.com/opensource
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Open Source Software
• Allows simultaneous development by different groups to meet different needs.
• Software source code is freely available.• Users can use, change or redistribute it
with no restrictions.• Implies collaboration among users.
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Community Source Software
• A variation of Open Source software• Led by a community in which some
organizations commit resources.• Software is available through an Open
Source license but copyright is held by the group.
• Sakai and Kuali (both used at IU) are examples.
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• Originally a project for the Georgia PINES consortium.
• Subsequently adopted by consortia in British Columbia, Michigan, and Indiana (“Evergreen Indiana”), plus a few individual libraries.
• Web site: http://open-ils.org/• Live catalog (Georgia Library PINES):
http://gapines.org/opac/en-US/skin/default/xml/index.xml
Evergreen
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Univ. of Prince Edward Is. - Evergreen
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Koha
• “The first open source ILS.”• Originated in New Zealand.• Used by smaller libraries.• Web site: http://www.koha.org/about-koha/• Live catalog (Antioch University, Santa
Barbara, CA): http://opac.antiochsb.edu/
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Blacklight
• From University of Virginia.• Design goals:
• Relevance ranking.• Faceted browsing.• Ability to include “siloed” materials.• Customizable interfaces for different user groups.• “Re-mixable data.”
• Web site: http://blacklightopac.org/• Live catalog: http://blacklight.betech.virginia.edu/
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VuFind
• Developed at Villanova U. but implemented first by National Library of Australia and Minnesota State Colleges and Universities.
• Design goals included:• Faceted browsing.• Inclusion of external content.• Social networking and personal recommendations.• Indexing of local resources.
• Web site: http://www.vufind.org/• Live catalog: http://library.villanova.edu/Find
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Georgia Tech University - Voyager
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Georgia Tech University - VuFind
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eXtensible Catalog
• Project hosted at University of Rochester and funded by Mellon Foundation.
• Design goals include:
Easy access to physical and digital collections across multiple databases, metadata schemas, and standards.
Ability to reveal library content to content & learning management systems and web search engines.
• Web site: http://www.extensiblecatalog.org/• Live catalog: None yet. Open source software slated for
release end of Mar. 2009.
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LibraryFind
• From Oregon State University.• Design goals:
• Universal platform for research. Open source metasearch software with OpenURL, includes the library catalog
• Two clicks—one to “find” and one to “get”• Fast, extensible and understandable• Customizable interfaces.
• Web site: http://libraryfind.org/home • Live catalog:
http://search.library.oregonstate.edu/record/search
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In five years, if it isn’t digital, it will be invisible.
1. TRUE 2. FALSE 3. CAN’T DECIDE
or go to http://m.textthemob.com/id801
To vote, text to 41411"RETURN ID801 option"Ex. “RETURN ID801 1”
QUESTION 1
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Question 4
• http://www.textthemob.com/print/801
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Open Library Environment Project
• The OLE Project Framework will be used to build a scaleable, interoperable, library management system, that fits within the modern academic & research enterprise infrastructure & enables resource re-use, re-allocation, & sustainability for the future.
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OLE Project and Mellon Foundation• Initial assessment of interest in libraries – early
2008.• Proposal development by a diverse group of
academic and national libraries – April 2008• The Andrew W. Mellon Foundation provided
funding for the design project – June 2008• Project underway August 2008 – July 2009• Key Deliverable – OLE Design Document – July
2009
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Current OLE ParticipationPlanning group:
Columbia UniversityDuke UniversityLehigh UniversityIndiana UniversityLibrary and Archives CanadaNational Library of AustraliaOhioLinkOrbis Cascade AllianceRutgers UniversityUniversity of ChicagoUniversity of FloridaUniversity of KansasUniversity of MarylandUniversity of PennsylvaniaVanderbilt University
100+ libraries have sent representatives to business process modeling workshops
http://oleproject.org/workshops/
150+ participants in webcasts
100+ libraries have one or more individuals subscribed to OLE website
Regional meetings with library directors, CIOs, CFOs
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What is SOA?
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Service Oriented ArchitectureService Oriented Architecture
ServiceServiceSystem capabilities that provide access to functions and data are appropriately exposed to other components (applications, devices, networks, etc.)
OrientedOrientedUses “open” interoperability protocols
ArchitectureArchitectureIn its purest form, it’s the connection of systems (simple or complex)
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SOA Video
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Leveraging Enterprise Systems & Content• Better interoperability and integration with:
• Campus identity management systems• Leveraging both on-campus and externally (consortiums)
• Better ability to work with trusted peers (ex. Shibboleth)
• Campus HR and Student systems• Why copy faculty and student information into the ILS?
• Campus financial & purchasing systems• Take advantage of existing vendor information, invoice
management, bill paying, etc.
• Will require hard discussions of policies and workflow, but pay-off is potentially more secure data (fewer copies) and more efficient processes
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OLE Reference Model
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OLE Build Project
• Currently in progress• Build Proposal to Mellon September 2009• Looking for Build Partners• Utilizing existing infrastructure
• Kuali Rice Middleware• Existing Discovery Interfaces
• 2 year timeline
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Steele Video
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Questions?
Thanks to the Andrew W. Mellon Foundation for
OLE Funding!
Follow O
LE at
ww
w.tw
itter.com/oleproject
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Questions?
• Robert McDonald – [email protected]: twitter@mcdonald
• Gary Charbonneau – [email protected]
• Mary Popp – [email protected]