Osils Comparison 20090414


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Comparison of Koha and Evergreen features from PTFS-Europe at OPen Source for Libraries Seminar 17th April 2009

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Osils Comparison 20090414

  1. 1. PTFS Europe Evergreen vs. Koha Jonathan Field – Technical Director
  2. 2. Procuring a LMS in 2009
  3. 3. The Case FOR ... Proprietary Open Source Tried and tested I can directly influence future development I can point the finger of blame at the company if anything goes wrong! I can get my hands on the code and adapt it to my local needs Functionally very rich (packaged) No licence fees Vendor professional Services (training, support etc.) Open standards and security Easy adoption (although becoming less so all the time) The software never disappears (even if the vendor does!) Regularly and easily upgradeable Community code review Bug fix turnaround
  4. 4. So, what’s out there?
  5. 5. Some facts to start with ... Evergreen Koha First Deployed 2006 January 2000 First Customer Georgia Public Library Service (GPLS) Horowhenua Library Trust ( 4-branch library with only about 30-40K records) Number of Installations >100 (mainly public and academic) >300 (including academic, public, school, special) Biggest Installation Georgia PINES Consortium (over 270 public libraries) North East University (2 million records) Windows Version? via a virtualized Unix-guest OS (e.g. VMware) Yes, but not version 3.0 yet Client Standalone staff client 100% web based
  6. 6. Some facts to start with ... Evergreen Koha Database PostgreSQL MySQL and Zebra Consortia Built from the ground up for consortia <ul><li>One-level main-branch relationships (branches rely on main for rules) </li></ul><ul><li>Independent branches with unique circulation and cataloging rules </li></ul>Clustering supported? Yes Yes Internationalisation Version 1.4 Yes Character encoding UTF-8 UTF-8 Core modules Acquisitions and serials coming in Version 2.0 (2009) Yes EDI Support EdiFACT in Version 2.0 No (but in progress)
  7. 7. So which way to go? <ul><li>If you need Acquisitions and Serials TODAY , Koha </li></ul><ul><li>If you have a complex consortia setup – Evergreen </li></ul><ul><li>If you want thin client - Koha </li></ul><ul><li>Otherwise, you need to determine which features and functionality are important to you (and there are some great features!) </li></ul><ul><li>Evergreen could be more complex to manage? </li></ul>
  8. 8. Possibly? <ul><li>Public, large academic - Evergreen </li></ul><ul><li>Special, government, small academic – Koha </li></ul><ul><li>Complex consortia – Evergreen </li></ul><ul><li>Multi-lingual – Koha today </li></ul><ul><li>But ..... You need to think about the needs of your own library </li></ul><ul><li>We can advise you on this </li></ul>
  9. 9. Feature List - Koha <ul><li>Linux, Unix, Windows and MacOS platform </li></ul><ul><li>Web Based (thin client) </li></ul><ul><li>Copy cataloguing and z39.50 </li></ul><ul><li>MARC21 and UNIMARC for professional cataloguers </li></ul><ul><li>Tailored catalogue module for special libraries </li></ul><ul><li>RSS feed of new acquisitions </li></ul>
  10. 10. Feature List - Koha <ul><li>E-mail and/or txt patron's overdues and other notices </li></ul><ul><li>Print your own barcodes </li></ul><ul><li>Serials management module </li></ul><ul><li>Full catalogue, circulation and acquisitions system for library stock management </li></ul><ul><li>Web 2.0 based OPAC system </li></ul><ul><li>Simple, clear search interface for all users </li></ul><ul><li>acquisitions options </li></ul>
  11. 11. Feature List - Koha <ul><li>Export and Import Records </li></ul><ul><li>The public interface (OPAC) conforms with XHTML1.0 standards: and is compatible with alternate browsers. In particular, the OPAC can be used by people needing special assistive technology (Braille browsers, voice synthesis, text-based browsers, etc.). </li></ul><ul><li>Reservations (holds) management </li></ul>
  12. 12. Feature List - Evergreen <ul><li>Google search syntax and spell checking </li></ul><ul><li>Book bags and RSS feeds </li></ul><ul><li>Patron Self Service </li></ul><ul><li>Circulation and patron interface </li></ul><ul><li>Cataloguing </li></ul><ul><ul><li>Z39.50 client </li></ul></ul><ul><ul><li>MARC editor with contextual help </li></ul></ul><ul><ul><li>Basic authority support </li></ul></ul><ul><ul><li>“ bucket” support </li></ul></ul>
  13. 13. Feature List - Evergreen <ul><li>Reporting Interface </li></ul><ul><li>Offline circulation </li></ul><ul><li>“ slimpac” supports accessibility and mobile devices </li></ul><ul><li>Powerful permissions control </li></ul>
  14. 14. Evergreen and Koha Side by side <ul><li>Evergreen has “real-time” indexing </li></ul><ul><ul><li>Koha relies on regularly scheduled cron jobs </li></ul></ul><ul><li>Evergreen has a thick client installation </li></ul><ul><ul><li>Koha is thin client </li></ul></ul><ul><li>Evergreen has a “copy editor” </li></ul>
  15. 15. Evergreen and Koha Side by side <ul><li>Evergreen has “book-bags” with RSS </li></ul><ul><ul><li>Koha has “Lists” </li></ul></ul>
  16. 16. Evergreen and Koha Side by side <ul><li>Evergreen’s Offline is part of the staff client </li></ul><ul><ul><li>Koha’s Offline is a separate installation </li></ul></ul>
  17. 17. Evergreen and Koha Side by side <ul><li>Evergreen has the concept of “buckets” </li></ul><ul><ul><li>For working with records </li></ul></ul>
  18. 18. Evergreen and Koha Side by side <ul><li>Evergreen has patron groups </li></ul>
  19. 19. Evergreen and Koha Side by side <ul><li>Evergreen can “merge” records together </li></ul>
  20. 20. Evergreen and Koha Side by side <ul><li>Evergreen has “metarecords” (“FRBRize” search results) </li></ul>
  21. 21. Evergreen and Koha Side by side <ul><li>Koha supports internationalisation </li></ul>
  22. 22. Evergreen and Koha Side by side <ul><li>Koha supports OAI-PMH </li></ul>
  23. 23. Evergreen and Koha Side by side <ul><li>Koha has a label creator </li></ul>
  24. 24. Evergreen and Koha Side by side <ul><li>Koha has a “thin” web client </li></ul>
  25. 25. What’s on the Roadmap? <ul><li>Release 2.0 (2009) </li></ul><ul><ul><li>Acquisitions (including EDI support) </li></ul></ul><ul><ul><li>Recalls </li></ul></ul><ul><ul><li>Reserves (print and electronic) </li></ul></ul><ul><ul><li>Serials </li></ul></ul><ul><ul><li>More language sets </li></ul></ul><ul><li>Post 2.0 and higher (2009 and beyond) </li></ul><ul><ul><li>Inbound telephony </li></ul></ul><ul><ul><li>Outbound telephony </li></ul></ul><ul><ul><li>Inventory management </li></ul></ul><ul><ul><li>FulfILLment </li></ul></ul>
  26. 26. What’s on the Roadmap? <ul><li>Release 3.2 (2009) </li></ul><ul><ul><li>Improved granular permissions </li></ul></ul><ul><ul><li>Ordering workflow improvements </li></ul></ul><ul><ul><li>Refining funds and budgets </li></ul></ul><ul><ul><li>Search history </li></ul></ul><ul><ul><li>Fast add capability </li></ul></ul><ul><ul><li>Support for multiple PAC interfaces </li></ul></ul>
  27. 27. PTFS Europe Evergreen vs. Koha Jonathan Field – Technical Director