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Disintegrating the Library Management System:. Paths Forward from Vendor Products to Open Source. Robert McDonald, Gary Charbonneau, Mary Popp. Librarians Day -- May 15, 2009. Our Plan for Today. Provide context for Integrated Library Systems (ILS).

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disintegrating the library management system

Disintegrating the Library Management System:

Paths Forward from Vendor Products

to Open Source

RobertMcDonald, Gary Charbonneau, Mary Popp

Librarians Day -- May 15, 2009

our plan for today
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.
examining our roots
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
dis integration
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.
matrix of ils development
Matrix of ILS Development

Open Source

OLE (back room only) Evergreen, Koha

VuFind, LibraryFind, etc.

Vendor Front End

Endeca, Encore, Primo

SIRSIDynix Enterprise

Discovery

Aquabrowser

Vendor Back End

Standard ILS systems

current library systems
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
slide15

Legacy ILS

Legacy ILS Functionality

Public User

Interface:

Circulation

Acquisitions

Vendor Based ePurchasing

Functional

modules:

Cataloging

Serials

Vendor Based Metadata Enhancement

Data Stores:

Staff Interfaces:

slide16

Legacy ILS +

Legacy ILS Functionality+eContentModule+Advanced DiscoveryInterface

Learning Mgmt./Campus Portal Feeds

Proxy/VPN for eContent Access

Circulation

Acquisitions

OpenURL

Linking

Federated

Search/

Advanced

Discovery

Electronic

Resource

Mgmt.

System

Cataloging

Serials

Unified Workflow Interface for Staff

good search now
Good Search Now

NextGen Search System/Faceted Search

exports and reformats MARC from ILS

Web 2.0

Engine

Raw MARC data

Indices

Parse text files

Flat text files

HTTP

HTTP

User

Interface

open source community source
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.
open source software
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.
community source software
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.
evergreen
Evergreen
  • 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
slide24
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/
blacklight
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/
vufind
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
extensible catalog
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.
libraryfind
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
in five years if it isn t digital it will be invisible

QUESTION 1

In five years, if it isn’t digital, it will be invisible.

1. TRUE 2. FALSE 3. CAN’T DECIDE

To vote, text to 41411

"RETURN ID801 option"

Ex. “RETURN ID801 1”

or go to http://m.textthemob.com/id801

question 4
Question 4
  • http://www.textthemob.com/print/801
open library environment project
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.
ole project and mellon foundation
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
current ole participation
Planning 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

Current OLE Participation

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

what is soa
What is SOA?

Service Oriented Architecture

Service

System capabilities that provide access to functions and data are appropriately exposed to other components (applications, devices, networks, etc.)

Oriented

Uses “open” interoperability protocols

Architecture

In its purest form, it’s the connection of systems (simple or complex)

leveraging enterprise systems content
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
ole build project
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
questions
Questions?

Follow OLE at

www.twitter.com/oleproject

Thank you!

Thanks to the Andrew W. Mellon Foundation for

OLE Funding!

questions43
Questions?
  • Robert McDonald – robert@indiana.edu: twitter@mcdonald
  • Gary Charbonneau – charbonn@indiana.edu
  • Mary Popp – popp@indiana.edu