open source library system software: libraries are doing it for themselves

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Open Source Library System Software: Libraries Are Doing it For Themselves Lori Bowen Ayre [email protected] METRO Webinar October 13, 2009

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One of the great advantages of an Open Source Library System (OSLS) such as Koha or Evergreen is the ability to empower staff and optimize the user's experience by getting involved in improving the software. This is in contrast to the traditional integrated library system (ILS) model where all the software development was done by "the vendor," creating a condition of "learned helplessness" on the part of library staff. By making the transition to OSLS, you can shift the culture of your organization from "learned helplessness" to one in which everyone can contribute to enhancing their work environment.This webinar will describe all the ways to get involved with an OSLS project -- even if you aren't a programmer. By the end of the webinar, you will understand why involving your organization in an OSLS project creates opportunities for delivering new services to customers and optimizing the work of your staff.

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Page 1: Open Source Library System Software: Libraries Are Doing it For Themselves

Open Source Library System

Software: Libraries Are Doing it For

Themselves

Lori Bowen [email protected]

METRO WebinarOctober 13, 2009

Page 2: Open Source Library System Software: Libraries Are Doing it For Themselves

Why are we here?

Page 3: Open Source Library System Software: Libraries Are Doing it For Themselves

Tough working environment…

Page 4: Open Source Library System Software: Libraries Are Doing it For Themselves

Diverse Customer Services Needed!

Page 5: Open Source Library System Software: Libraries Are Doing it For Themselves

“One of the great advantages of an Open Source Library System

(OSLS) is the ability to empower staff

and optimize the user's

experience by

getting involved in improving the software.”

Page 6: Open Source Library System Software: Libraries Are Doing it For Themselves

Involvement = Write Code

Page 7: Open Source Library System Software: Libraries Are Doing it For Themselves

Increase participation

“Coding” is just one way to be involved…

Contribute new code

Co-Sponsor development

Developdocumentation

Organize Koha

communities

Do usability testing

Create and test third party

add-ins

Manage communities

of interest (e.g. customers,

catalogers, circ staff)

Write specifications

Conduct userneed

assessments

Optimizeworkflow

Troubleshootexisting code

Raise money

Beta Testnew

releases

Design screens

Page 8: Open Source Library System Software: Libraries Are Doing it For Themselves

You decide what gets built.

Write specifications

Conduct userneed

assessmentsCo-Sponsor development

Page 9: Open Source Library System Software: Libraries Are Doing it For Themselves

You decide how it works.

Design screens

Do usability testing

Page 10: Open Source Library System Software: Libraries Are Doing it For Themselves

You decide how you work.

Manage communities

of interest (e.g. customers,

catalogers, circ staff)

Beta Testnew

releases

Optimizeworkflow

Design screens

Conduct userneed

assessments

Page 11: Open Source Library System Software: Libraries Are Doing it For Themselves
Page 12: Open Source Library System Software: Libraries Are Doing it For Themselves

Step One: Read

Page 13: Open Source Library System Software: Libraries Are Doing it For Themselves

Where to Get Started….• Evergreen http://evergreen-ils.org/about.php

– Evergreen demos, mailing lists, blogs– FAQ– Development roadmap– Downloads

• Koha http://koha.org/about/get-involved– Koha demos, mailing lists, blogs– Development roadmap– Support – Sponsoring a project– Test things and report bugs– Suggest improvements– Teach developers about library standards/process

Page 14: Open Source Library System Software: Libraries Are Doing it For Themselves

s

• Owen Leonard, Nelsonville Public Library http://www.myacpl.org/koha/

• South Central Library System http://scls.typepad.com/link2koha/

• Nicole Engard http://blogs.liblime.com/open-sesame/

Page 15: Open Source Library System Software: Libraries Are Doing it For Themselves

Evergreen Blogshttp://planet.evergreen-ils.org/

Page 16: Open Source Library System Software: Libraries Are Doing it For Themselves

Follow #koha on Twitter

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Follow @esilibrary on Twitter

Page 18: Open Source Library System Software: Libraries Are Doing it For Themselves

Step Two: Lurk

* To lurk, joining is required

Page 19: Open Source Library System Software: Libraries Are Doing it For Themselves

Social Networks

Facebook: LinkedIn:

Page 20: Open Source Library System Software: Libraries Are Doing it For Themselves

Koha Mailing Listshttp://koha.org/about/get-involved/mailing-lists/

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Evergreen Mailing Listshttp://evergreen-ils.org/listserv.php

Wed Jul 15 15:02 2009Do automatic email notifications for holds need a cron job set up on the server to send them out? If so, is there a script already set up that I could run to pull and send out the notifications from evergreen?Thanks, Robert

Wed Jul 15 15:38 2009Yep, see Open-ILS/support-scripts. We run the following cron job:01 06 * * * cd /home/opensrf/Evergreen-trunk/Open-ILS/src/support-scripts/; PERL5LIB=/openils/lib/perl5 perl generate_circ_notices.pl --send-email --notice-type overdue,predue-Dan Scott, Laurentian University

Thu Jul 16 13:13 2009Thanks Dan and thanks for your answer regarding my earlier question on a "due time" column which was exactly what we needed.-Robert

Page 22: Open Source Library System Software: Libraries Are Doing it For Themselves

http://bugs.koha.org/

• Tool used for keeping track of bugs and enhancements of software

• Mechanism for directly communicating with developers

• Publically available to anyone who creates a Bugzilla account

bugzilla

Page 23: Open Source Library System Software: Libraries Are Doing it For Themselves

Bug # 813Summary: OPAC virtual shelves should store commentsDescription [reply] Opened: 2004-08-06 03:51 The OPAC virtual shelf

system would be improved by allowing for storage of description and comments information. I suggest the addition of a 'description' column in the 'bookshelf' table so that shelf creators can describe the purpose of the bookshelf (useful for teachers, for instance, who want to provide their students with more information about the purpose or use of the list).

------- Comment #1 From tipaul 2004-12-17 00:32:59 [reply] ------- good idea, could be done after 2.2.0 official release as it requires new

DB field(s), and i don't want to modify DB structure during 2.2.0RC process

------- Comment #2 From tipaul 2006-05-12 21:11:12 [reply] ------- good idea, moved to head for 3.0

Reporter: Owen Leonard <[email protected]> Assigned To: tipaul <[email protected]>

Page 24: Open Source Library System Software: Libraries Are Doing it For Themselves

Bug# 3342Summary: Changes to holds priority list should be logged for accountability.

Component: Hold Request

Description:  [reply] Opened: 2009-06-19 15:11 When a library staff member changes a hold priority or moves a hold up or down the list, the change information should be logged to encourage accountability. Log information should include: - Which user did it - Date/Time stamp - Which Patron was moved and to which priority.

Reporter: Liz Rea <[email protected]> Assigned To: Galen Charlton <[email protected]>

Page 25: Open Source Library System Software: Libraries Are Doing it For Themselves

Holds-related Enhancement Requests

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Evergreen is still a tadpole…

Page 27: Open Source Library System Software: Libraries Are Doing it For Themselves

Step 3: Test Drive

Page 28: Open Source Library System Software: Libraries Are Doing it For Themselves

Install and Try Koha

• Current stable version: 3.0.2• Server operating systems support: Linux with Apache,

MySQL and Perl installed• There is no client software. It is browser based. Firefox

is recommended.• Download the software and installation instructions from:

http://koha.org/download/• Download End User Documentation from

http://koha.org/documentation

You need someone knowledgeable with a Linux to set up your own demo. Not for the faint of heart….

Page 29: Open Source Library System Software: Libraries Are Doing it For Themselves

Install and Try Evergreen• Current stable version: 1.4.0.6• Server operating systems support: Ubuntu or Debian• Client operating systems supported: Windows, Mac,

Linux• Client software must match the server version• Download the software and installation instructions from:

http://www.open-ils.org/downloads.php• Download End User Documentation from

http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-user:evergreen_end-user_documentation

You need someone knowledgeable with Debian or Ubuntu to set up your own demo. Not for the faint of

heart….

Page 30: Open Source Library System Software: Libraries Are Doing it For Themselves

In case your head is exploding…..

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Help is on the way!

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Equinox Softwarehttp://www.esilibrary.com/

• Support– Per incident or comprehensive 24/7/365

• Migration – Project Management– Data Translation– Training

• Hosting

• Custom Development

Page 33: Open Source Library System Software: Libraries Are Doing it For Themselves

http://bywatersolutions.com/

• Support– 24/7 phone-based support

• Migration – Data clean-up– Installation– Configuration– Training

• Hosting• Custom Development

Page 34: Open Source Library System Software: Libraries Are Doing it For Themselves

PTFShttp://koha.ptfs.com

• Product selection • Support

– Email and helpdesk support– Tiered support structure

• Migration – Data export– Retrospective conversion– Implementation– Configuration

• Hosting• Custom Development

Page 35: Open Source Library System Software: Libraries Are Doing it For Themselves

Media Flexhttp://www.mediaflex.net

• Not available to download locally without registering with Media Flex

• No obvious open source community

• Most users are hosted by Media Flex

Page 36: Open Source Library System Software: Libraries Are Doing it For Themselves

Liblimehttp://liblime.com

• Support– Web and phone-based support

• Migration – Installation– Data clean-up– Configuration– Training

• Hosting• Custom Development

Page 37: Open Source Library System Software: Libraries Are Doing it For Themselves

Non-Commercial Support Options

• PINES (Georgia) http://www.georgialibraries.org/public/pines.php

• SITKA (BC) http://sitka.bclibraries.ca/

• Michigan Library Consortium http://mlcnet.org/evergreen/

• Northeast Kansas Library System (NEKLS) http://nexpresslibrary.org

• NYS BOCES provides support services for NY state school libraries using OPALS http://www.boces.org

Page 38: Open Source Library System Software: Libraries Are Doing it For Themselves

Peer-to-Peer Support• IMLS Grant for $1,000,000 Awarded to King County

Library System (KCLS) and 3 other library systems to….

• Watch http://oss4pl.org for developments related to this grant project

“create and develop the critical infrastructure components that have traditionally been provided by ILS vendors and establish a peer-to-peer support model for open source libraries.”

Page 39: Open Source Library System Software: Libraries Are Doing it For Themselves

Let me know how I can help!

[email protected]

(707) 763-6869

http://galecia.com