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Marshall Breeding Jornada Software Libre Baratz-EPI

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Presentación de Marshall Breeding. "Open Software for Libraries: Current Trends and Issues". Jornada Software Libre. Baratz-EPI. Madrid, 29 de marzo 2012

Presentación de Marshall Breeding. "Open Software for Libraries: Current Trends and Issues". Jornada Software Libre. Baratz-EPI. Madrid, 29 de marzo 2012

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  • Indiana University; Florida Consortium (University of Florida representing Florida International University, Florida State University, New College of Florida, Rollins College, University of Central Florida, University of Miami, University of South Florida, the Florida Center for Library Automation); Lehigh University; Triangle Research Libraries Network, represented by Duke University and North Carolina State University; University of Chicago; University of Maryland; University of Michigan; and the University of Pennsylvania.

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  • 1. OPEN SOFTWARE FOR LIBRARIES: Current Trends and IssuesMarshall BreedingDirector for Innovative Technology andResearchVanderbilt University LibraryFounder and Publisher, Library TechnologyGuideshttp://www.librarytechnology.org/http://twitter.com/mbreeding 29 March, 2011 Modelos de negocio y de gestión de contenidos con software libre
  • 2. AbstractLibraries have a natural affinity with open sourcesoftware, and many have implemented it for theirstrategic automation infrastructure, including ILSand discovery systems. In his analysis of thelibrary automation industry, Breeding tracks thepace of adoption of open source libraryautomation. Come hear his perspectives on thecurrent and emerging trends of open source in theindustry relative to proprietary products and how itfares relative to broader trends such ascomprehensive resource management, cloud
  • 3. Context: Basic library automationtrends Transition away from legacy Integrated Library System model  Transition into new genre of Library Services Platforms Large-scale consolidation of automation: regional, state-wide, national Converged workflows: Print, electronic, digital Increased reliance on cloud technologies: multi- tenant software-as-a-service Enterprise-level infrastructure Platform of open APIs for customized functionality and interoperability
  • 4. Adoption Patterns byLibrariesWhat are the trends in the adoption of OpenSource library management software bylibraries
  • 5. Recent ILS Industry ContractsCompany Product 2009 2010 2011OCLC WorldShare Management Services 184Innovative Interfaces Sierra 206Ex Libris Alma 8 24SirsiDynix Symphony - 126 122Innovative Interfaces, Millennium 45 39 32Inc.The Library Corporation Library.Solution 30 43 48Ex Libris Aleph 47 39 25VTLS Inc. Virtua 18 22 13Polaris Library Systems Polaris ILS 33 23 53Biblionix Apollo 55 87 79ByWater Solutions Koha 7 44 54PTFS LibLime LibLime Academic Koha 7PTFS LibLime LibLime Koha 44 27Equinox Software Evergreen 18 15 21
  • 6. ILS Turnover Report
  • 7. ILS Turnover Report -- Reverse
  • 8. Perceptions of Open SourceDoes open source result in higher or lowersatisfaction by libraries that have adopted itfor library management systems?
  • 9. Perceptions Survey – Open SourceInterest
  • 10. Perceptions Survey – Perceivedfunctionality
  • 11. Perceptions Survey – ILSSatisfaction
  • 12. Business Models
  • 13. US: Commercial involvementdominates Almost all installations of open source ILS products in the United States involve contracts with commercial companies Mostly hosted by the commercial support company A very small minority of independent installations Consortial arrangement:  Consortial office provides support to libraries  Commercial firm provides support to consortial office
  • 14. International scenarios Internationally support is often provided though government agencies or non-governmental organizations Need for translations and to implement local functionality CONABIP: Developing Koha for Bibliotecas Populares en Argentina National Library of Philippines: provides Koha for all public libraries EIFL: Pilot implementations of Koha and Evergreen in developing nations Spain : Koha – Kobli for governmental libraries Bireme / UNESCO: development of ABCD as an open source LMS based on CDS/ISIS technologies
  • 15. The business of open source Many Commercial companies with interest in open source library automation products Revenue sources  Conversion of data from incumbent system  Installation / configuration  Training  Support / Help desk  Hosting  Sponsored Development
  • 16. Proprietary software businessmodel Software License Fee Conversion, Installation, training Annual maintenance for upgrades, service, support (~15 percent) Hosting (optional)
  • 17. Business realities Same cost exist elements for any major software development projects Software engineers to develop business application Quality assurance Administration / Govenance Data Migration Implementation Hosting infrastructure Service and support
  • 18. Revenue sources Open source software based entirely on services or contributed effort Proprietary software revenues derived from Licensing plus modest (15%) maintenance and service fees Both Open source and Proprietary software moving toward subscriptions-based SaaS
  • 19. Open Source Governance Some entity needs to manage the overall project – Otherwise Chaos ensues  Ownership of intellectual property (trademarks, copyrights, patents)  Provide legal and administrative support  Strategic leadership: trajectory of development  Represent key stakeholders: developers, institutional implementers, end-users  Provide tools for development, codebase management, distribution  Manage personnel resources  Enforce and manage quality control Examples: Apache Software Foundation, Kuali Foundation,
  • 20. Software as a service (multi-tenant) Open source or proprietary All-inclusive subscription fee  Hosting  Maintenance (always up-to-date)  Support  Annual fee scaled to the size and complexity of library
  • 21. Development Resources Company Dev Sup Sales Admin Other TotalEx Libris 170 231 54 44 13 512Follett Software Company 87 143 86 49 0 365Innovative Interfaces, Inc. 83 158 43 24 3 311SirsiDynix Corporation 84 166 51 23 56 380Serials Solutions 80 50 46 4 57 237Axiell 57 66 34 35 34 226The Library Corporation 39 91 28 13 28 199Polaris Library Systems 27 42 15 2 86VTLS Inc. 24 48 12 8 18 110KohaByWater Solutions 3 12 3 3 1 13Catalyst IT 3BibLibre 4 3Koha Total (estimated) 15
  • 22. Models of Openness
  • 23. Programming levels Systems software development: professional software engineer using languages such as C++, Microsoft .Net, Java, JEEE Systems integration and extension: mid-level programmers with knowledge of scripting languages such as PHP, Ruby, Perl, Python  Works with application programming interfaces (APIs) to create new functionality or manipulate date from an existing business system
  • 24. Closed Systems End User Interfaces: Programmer No access: programmable Access to the Functional Cataloging Circulation Acquisitions system. modules: Captive to the userData Stores: Interfaces supplied by the developer Staff Interfaces:
  • 25. Standard RDBM Systems End User Database Interfaces: administrators can access data Programmer stores involved access: with the system: Functional Cataloging Circulation Acquisitions Read-only? modules: Read/write?Data Stores: Developer shares database schema Staff Interfaces:
  • 26. Open Source Model Programmer End User access: Interfaces: All aspects of Functional Cataloging Circulation Acquisitions Software the system modules: Engineer available to inspection andData Stores: modification. Database Administrator Staff Interfaces: or SQL Programmer
  • 27. Open API Model End User Programme Interfaces: r access: Core application Functional Cataloging Circulation Acquisitions closed. modules: Third party Published APIs developersData Stores: code against the published APIs or Programmer / RDBMS tables. Staff Interfaces: Integrator
  • 28. Open Source / Open API Model Programmer End User access: Interfaces: Core Software application Engineer open. Functional Cataloging Circulation Acquisitions modules: Published APIs Third party Integrator developersData Stores: code against the published Staff Interfaces: APIs or RDBMS tables. DBA
  • 29. Application API exposed to External Applications Public Staff Report External Interface Interfac s application e Module sDeliveredInterfaces useproprietaryprogramming Core Functionality / Business ApplicationCore Software Logic Programming Interfaces RDMS API Data stores
  • 30. Legacy ILS Model + protocol Interlibrar Staff Interfaces: Public Interfaces: y Loan System Protocols: SIP2 NCIP Z39.50 OAI- PMH Application Programming Interfaces Circulation Cataloging Acquisitions Serials Online Catalog Self- Check Holding Circ $$$BIB User Vendor Policies / Items Transact Funds
  • 31. Legacy ILS Model / External API External Staff Interfaces: Public Interfaces: Systems & Services Application Programming Interfaces / Web Services Circulation Cataloging Acquisitions Serials Online Catalog Flexible Interoperability Protocols: SIP2 NCIP Z39.50 OAI- PMH Holding Circ $$$BIB User Vendor Policies / Items Transact Funds
  • 32. New Library Management Model Search: Unified Presentation Layer Self-Check / Digital Coll Automated Library Search Engine ProQue Services Consolidated index Return st Platform API Layer EBSCO … ` JSTOR StockManagemen Other Resourc t es Enterprise Smart Cad / Resource Payment Planning systems Learning Authenticati Managemen on t Service
  • 33. Is Open Source ILStransformativeOpen source version of legacy models? orNew opportunities to support modern libraries?
  • 34. Opening up Library Systems through Web Services and SOA: Hype or Reality?This report aims to assess the current slate of major library automation systems in regard to their ability to provide openness through APIs, Web services, and the adoption of SOA.Library Technology Reports Nov/Dec Issue 2009 by Marshall Breeding
  • 35. Opening up Library Systems through Web Services and SOA: Hype or Reality?“We also note that the two open source systems lag behind proprietary systems in terms of customer-facing APIs that result in tangible activities which extend functionality or enable interoperability.”Library Technology Reports Nov/Dec Issue 2009 by Marshall Breeding
  • 36. Opening up Library Systems through Web Services and SOA: Hype or Reality? “The APIs available to library programmers continue to be quirky and less than comprehensive, even from the vendors with the strongest offerings in this area.”Library Technology Reports Nov/Dec Issue 2009 by Marshall Breeding
  • 37. Open Systems Achieving openness has risen as the key driver behind library technology strategies Libraries need to do more with their data Ability to improve customer experience and operational efficiencies Demand for Interoperability Open source – full access to internal program of the application Open API’s – expose programmatic interfaces to data and functionality
  • 38. Library Services Platform  Possible new term for the successor to the ILS  ILS now viewed as print-centric  Next Generation systems must serve as platforms to connect external systems as well as to deliver internal functionality  Delivered Functionality + library created extensions + interoperability
  • 39. Current Open Source ILSProducts
  • 40. Competing Models of LibraryAutomation Traditional Proprietary Commercial ILS (print centric)  Millennium, Symphony, Polaris Traditional Open Source ILS (print centric)  Evergreen, Koha Hybrid Approach  Sierra Services Platform (Innovative Interfaces) Library Services Platforms  ExLibris Alma, Serials Solutions Alma, Kuali OLE, OCLC WorldShare Management Services
  • 41. Koha  Originally developed in 1999 for small group of libraries in New Zealand, Horowhenua Library Trust by Katipo Communications, production use by Jan 2000  Gained widespread use in the United States around 2004-05 and has seen steady growth in use  Wide international adoption  Used in many thousands of libraries. 1,573 represented in lib-web-cats, with many large groups not yet registered.
  • 42. Companies involved with Koha  ByWater Solutions. Provides hosting and support services for libraries in the United States  PTFS – LibLime. Provides development, hosting, and support for “LibLime Academic Koha” and “LibLime Koha”  PTFS Europe. Service, hosting and support for Koha in the United Kingdom and parts of Europe.  BibLibre. Provides development, hosting and support primarily to libraries in France  Catalist IT: provides development, hosting and support for libraries in Australia an New Zealand  Libéo: Service and suppor for Koha to libraries in Canada  Equinox Software, Inc. Provides development, support, and hosting for Koha to libraries in the United States. Most of the company’s business is based on Evergreen.  Orex. Service and support for Koha in Spain  Organizadatos: Service and support for Koha in Columbia and other parts of Latin America  Librotech: Based in Norway to promote and provide service and support for Koha in Scandinavia.  Katipo Communications. Service and support for Koha in New Zealand. Previously sold its interests in Koha to LibLime, but has since reinstated its involvement.
  • 43. National Projects to deployKoha  Philippines: A systematic effort to install Koha in the public libraries sponsored by the state libraries  Spain: Koha-Kobli  (Koha Biblioteca)  http://kobli.bage.es/  Argentina. CONABIP (Comisión Nacional de Bibliotecas Populares)  Customized version of Koha: DigiBepe  http://www.conabip.gob.ar/faq/digibepe
  • 44. Koha Worldwide
  • 45. Evergreen  Originally developed by the Georgia Public Library System for the PINES consortium of public libraries in Georgia  PINES includes most of the small and mid-sized public libraries in Georgia, but not the largest urban areas (Atlanta, Cobb County, etc)  Equinox Software, Inc. launched as a separate company in Feb 2007, including most of the team that originally created Evergreen within GPLS.  Evergreen now used in over 1,000 libraries, primarily in the United States and Canada. Some recent international deployments
  • 46. Evergreen Worldwide
  • 47. Kuali OLE Mellon funded project to create new enterprise level automation platform for research libraries 1-year planning project led by Duke University Manage resources of all formats More than an ILS / Less than an ILS Community Source / Open Source
  • 48. OLE Project: Phase I Planning and Design Phase Develop Vision + Blueprint Work with consultants with expertise in SOA and BPM Instill community ownership of OLE Recruit partners for Phase II
  • 49. Kuali OLE Project: Phase II 2-year build project led by Indiana University $2.38 million from Mellon matched by capital and in-kind contributions by development partners Community source reference implementation Create software based on OLE blueprint from current project Early software in 18-24 months High level of investment and commitment to implementation
  • 50. Comparative Issues: Koha: (ILS)  Used in a wide range of library sizes and types  Very broad international deployment with translations into many languages  Many support companies in various countries and regions Evergreen (ILS)  Created initially for library consortia, and has since followed that pattern. Very few instances for single libraries  Concentrated in US, Canada, initial deployments in Europe  Perceived as more complex to implement than Koha Kuali OLE: (LSP)  Enterprise-level software for academic and research libraries  No libraries yet in production
  • 51. Questions and discussion