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It Takes a Village: OSS
Models of Sustainability –
Themes & Future Directions
Laurie Gemmill Arp, Director, Collections Services & Community Supported Software
www.lyrasis.org/itav
lyrasis.org
• Working with members
• Identify issues, provide solutions
• Concerns around open source sustainability
• IMLS funded It Takes a Village, 2017
• Intended grant outcomes
• Survey, 2 day forum, and roadmap/resource
allocation guidelines
• 27 programs; 49 participants
• Opportunities for joint projects &
collaborations
ITAV OSS Sustainability: Why and What
www.lyrasis.org/itav
lyrasis.org
LYRASIS Co Directors
• Laurie Gemmill Arp
• Director, CSCSS
• Megan Forbes
• Program Manager, CollectionSpace
Advisory Group
• Rob Cartolano
• Associate VP for Technology & Preservation - Columbia Libraries
• Tom Cramer
• Assistant UL and Director - Digital Library Systems & Services
Stanford University
• Michele Kimpton
• Director of Business Development, Senior Strategist - DPLA
• Katherine Skinner
• Executive Director - Educopia Institute
• Ann Baird Whiteside
• Librarian/Asst Dean for IS - Harvard Grad School of Design
ITAV Background: Who
lyrasis.org
Leaders and Participants
lyrasis.org
Leaders and Participants
lyrasis.org
• Survey
• Questions for all 27 participating programs
• Governance, audience, releases, roadmap, code committers, implementers,
staff, RSPs, budget, competition, stage, etc.
• Expected
• Find commonalities that we could draw conclusions from, e.g. project of
certain size, funding type, license etc. – more likely sustainable – not what
we found
• Forum
• Dynamic small groups to answer:
• What are the components of sustainability?
• Where would you place your own project along various axis?
• Do you know how to move ahead or stay successful?
• What do you do when things take a hard turn?
ITAV Background: Survey and Forum
lyrasis.org
• Sustainability is not one thing,
nor is it a straight line
• Sustainable programs grow from
community needs
• Sustainability has facets that
move in cyclical phases -
together and separately
• Gathered information from
survey and forum to develop a
Guidebook to serve as a
practical reference source for
OSS programs
ITAV: Major Findings
lyrasis.org
• Getting Started
• Growing
• Stable, but not Static
ITAV: Phases
lyrasis.org
ITAV: Facets
lyrasis.org
ITAV: Sustainability Wheel
lyrasis.org
Forum Feedback
“It gave me valuable insights into how we might do things better”
Will discussions at the forum be considered as you plans for the future?
100% said yes
Guidebook Use Cases
"ITAV guidebook is an invaluable tool for institutions understanding
OSS Development...It has been very useful and highly informative to…
SimplyE in their efforts." – James English, SimplyE
“The VIVO project has been exploring ways to engage our governance group
…and the ITAV guidebook came along at exactly the right time for our project
…I know we’ll benefit from the collective wisdom and best practices provided.”
- Julia Trimmer, VIVO
Valuable language for grant proposals – IMLS
Useful as overall structure to evaluate overall program sustainability
(outside of open source)
ITAV: Impact
lyrasis.org
Potential Next Steps
• OSS Bootcamp
• Annual Forum
• Mentoring/Incubation
• Funding
• PSA for open source
• Benchmarking
• Services
Interest in these?
Questions?
ITAV: Next Steps – Value in Harnessing the Larger Community
Guidebook and project info at:
www.lyrasis.org/itav
please contact us for more info
Laurie.Arp@lyrasis.org
wearelyrasis lyrasis
Guidebook and project info at: www.lyrasis.org/itav

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It Takes a Village: OSS Models of Sustainability - Themes & Future Directions by Laurie Arp - EuropeanaTech Conference 2018

  • 1. It Takes a Village: OSS Models of Sustainability – Themes & Future Directions Laurie Gemmill Arp, Director, Collections Services & Community Supported Software www.lyrasis.org/itav
  • 2. lyrasis.org • Working with members • Identify issues, provide solutions • Concerns around open source sustainability • IMLS funded It Takes a Village, 2017 • Intended grant outcomes • Survey, 2 day forum, and roadmap/resource allocation guidelines • 27 programs; 49 participants • Opportunities for joint projects & collaborations ITAV OSS Sustainability: Why and What www.lyrasis.org/itav
  • 3. lyrasis.org LYRASIS Co Directors • Laurie Gemmill Arp • Director, CSCSS • Megan Forbes • Program Manager, CollectionSpace Advisory Group • Rob Cartolano • Associate VP for Technology & Preservation - Columbia Libraries • Tom Cramer • Assistant UL and Director - Digital Library Systems & Services Stanford University • Michele Kimpton • Director of Business Development, Senior Strategist - DPLA • Katherine Skinner • Executive Director - Educopia Institute • Ann Baird Whiteside • Librarian/Asst Dean for IS - Harvard Grad School of Design ITAV Background: Who
  • 6. lyrasis.org • Survey • Questions for all 27 participating programs • Governance, audience, releases, roadmap, code committers, implementers, staff, RSPs, budget, competition, stage, etc. • Expected • Find commonalities that we could draw conclusions from, e.g. project of certain size, funding type, license etc. – more likely sustainable – not what we found • Forum • Dynamic small groups to answer: • What are the components of sustainability? • Where would you place your own project along various axis? • Do you know how to move ahead or stay successful? • What do you do when things take a hard turn? ITAV Background: Survey and Forum
  • 7. lyrasis.org • Sustainability is not one thing, nor is it a straight line • Sustainable programs grow from community needs • Sustainability has facets that move in cyclical phases - together and separately • Gathered information from survey and forum to develop a Guidebook to serve as a practical reference source for OSS programs ITAV: Major Findings
  • 8. lyrasis.org • Getting Started • Growing • Stable, but not Static ITAV: Phases
  • 11.
  • 12. lyrasis.org Forum Feedback “It gave me valuable insights into how we might do things better” Will discussions at the forum be considered as you plans for the future? 100% said yes Guidebook Use Cases "ITAV guidebook is an invaluable tool for institutions understanding OSS Development...It has been very useful and highly informative to… SimplyE in their efforts." – James English, SimplyE “The VIVO project has been exploring ways to engage our governance group …and the ITAV guidebook came along at exactly the right time for our project …I know we’ll benefit from the collective wisdom and best practices provided.” - Julia Trimmer, VIVO Valuable language for grant proposals – IMLS Useful as overall structure to evaluate overall program sustainability (outside of open source) ITAV: Impact
  • 13. lyrasis.org Potential Next Steps • OSS Bootcamp • Annual Forum • Mentoring/Incubation • Funding • PSA for open source • Benchmarking • Services Interest in these? Questions? ITAV: Next Steps – Value in Harnessing the Larger Community Guidebook and project info at: www.lyrasis.org/itav
  • 14. please contact us for more info Laurie.Arp@lyrasis.org wearelyrasis lyrasis Guidebook and project info at: www.lyrasis.org/itav