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Mark Hughes Annual Seminar Presentation on Open Source
 

Mark Hughes Annual Seminar Presentation on Open Source

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Presentation by Mark Hughes on Open Source at the UKeiG in June 2010

Presentation by Mark Hughes on Open Source at the UKeiG in June 2010

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  • Quote on the article photo “Continuing advanced study for the graduate library technical assistant is desirable to keep abreast of technical developments and current changes in the field” This & many more wonderful items at http://awfullibrarybooks.wordpress.com
  • Quote on the article photo “Continuing advanced study for the graduate library technical assistant is desirable to keep abreast of technical developments and current changes in the field” This & many more wonderful items at http://awfullibrarybooks.wordpress.com
  • ‘ Out of the box’ VuFind – as seen with the Live Demo site
  • ..and a bib record as in the standard version
  • My account features – favourites list
  • My Account – Saved searches list
  • My Account – Saved searches list
  • http://www.zdnet.co.uk/news/it-strategy/2009/04/07/the-true-cost-of-migrating-to-open-source-39635251/

Mark Hughes Annual Seminar Presentation on Open Source Mark Hughes Annual Seminar Presentation on Open Source Presentation Transcript

  • VuFind – Using Open Source for Resource Discovery Mark Hughes Head of Collections, Swansea University UKeiG Annual Seminar 16 th June 2010
  • For the tweeters… Post technical questions to: http://twitter.com/L_OS_Cymru Experiment… ..and he’ll try & answer them ‘live’ during & after the presentation
  • Coming up…
    • Background
    • Why VuFind?
    • Making it work…
    • Challenges & solutions
    • Lessons learned
    • Where do we go from here?
    Library Technical Assistant, University of Toledo/U.S. Office of Education, 1973
  • Background : 1
    • HEFCW funding – “South West Wales Higher Education Partnership”
    • ‘ Virtual Academic Library Project’ - £1 million
    • “ An holistic approach to library and information provision between Swansea University, Swansea Metropolitan University and Trinity College Carmarthen”
  • Background : 2
    • 3 person project team
    • RFID
    • Shared Storage Facility
    • Reciprocal Borrowing
    • Site Delivery Service
    • Shared Discovery
    • ..inc Federated Search
    • ..£60k over 2.5 years
    http://www.foxdata.com/devsuite/project_planning/common/images/project_plan_gantt_chart_2.gif
  • Background : 3
    • Open RFID In Libraries Specification (ORILS)
    • Released under CCA Share Alike licence
    • Community Driven
    • Used in 12+ procurements already
  • Background : 4
    • Relais ILL
    • Shared resource delivery
    • Commitment to providing Open Source product
    • ..though this has not yet happened
  • Why VuFind? : 1
    • Requirements
    • 3 LMS's = 1 discovery interface
    • Ex Libris, Sirsidynix, Talis
    • Full 'next generation' interface
    • Powerful search function
    • Customisable
    • Integrate Federated Search
    • Cost
    http://nise.uncc.edu/images/requirements.jpg
  • Why VuFind? : 2
    • Options
    • Primo
    • Talis Prism
    • Encore
    • Aquabrowser
    • WorldCat Local
    • ..or Open Source!
    • VuFind
    • SOPAC
    • Blacklight
  • Why VuFind? : 3
    • Proprietary ruled out on:
    • Functionality
    • Cost
    • Timescale
    • Flexibility
    • ...leaving Open Source
    • .. Federated Search?
  • Why VuFind? : 4
    • ..and what about Federated Search?
    • Proprietary
    • Support & Knowledge Base
    • Integration capabilities
    • Metalib with SFX
    • Single server
    • 3 instances
    • Xerxes OSS ‘Front End’
  • Why VuFind? : 5
    • VuFind chosen
    • Most complete
    • Strong community
    • Flexible
    • Stable
    • Open Standards (APIs)
    • Easy to set up
    • Known technologies
    • 'Lowest risk'
    http://vufind.org /
  • Making it work : 1
    • VuFind chosen
    • Most Complete
    • Strong community
    • Flexible
    • Stable
    • Easy to set up
    • Known technologies
    • 'Lowest risk'
  • Making it work : 2
  • Making it work : 3
  • Making it work : 4
    • 'Vanilla' Installation
    • Working with single site in days
    • Started multi-site driver...
    • Change of staff
    • 6 month lull
    • ..change of plan
  • Making it work : 5
    • New Project Officer
    • Targeted recruitment
    • Additional web & design skills
    • No VuFind experience
    • Remit to
    • A) Make it work
    • B) Make it look great
  • VuFind URL http://ifind.swwhep.ac.uk/
  • Making it work : 6
  • Making it work : 7
  • Making it work : 9
  • Making it work : 10
  • Making it work : 10
  • Making it work : 11
  • Making it work : 13 Making it work : 13
  • Making it work : 14
  • Making it work : 15
  • Challenges & Solutions : 1 Hosting Data Slinging Data Merging Design Dual Language Multi System Driver 'Live' holdings functionality 'My Account' Metalib Integration Sustainability Done Almost done Done Done Almost done Done Almost done Almost done Almost done Done
  • Challenges & Solutions : 2
    • Hardware & Hosting
    • Linux / Windows / Solaris
    • List of software requirements at http://vufind.org/wiki/requirements
    • Multiple instances (testing)
    • ..plenty of RAM
    • Virtualisation
  • Challenges & Solutions : 3
    • Data Slinging
    • Marc Export
    • Talis?
    • Scheduling..
    • FTP
    • Shortcut – updates only?
    http://www.sadissystems.com/ss/ftp.jpg
  • Challenges & Solutions : 4
    • Data Merging
    • Differing Standards
    • Export formats & content
    • Automation & scheduling
    • Co-ordinate with FTPs
    • Opportunity to clean up
    • Data Expert = critical
    http://apod.nasa.gov/apod/image/0610/antennae_hst.jpg
  • Challenges & Solutions : 5
    • Design
    • Usability
    • Accessibility
    • 'Web 2.0' features
    • Enriched Content
    • 'Value Added'
    • LoC > Dewey crosswalk
  • Challenges & Solutions : 6
    • Dual Language
    • Essential Requirement
    • 11 th Language available in VuFind
    • Settled terminology
    • Full translation
  • Challenges & Solutions : 7
    • Multi System Driver
    • Connections to 3 LMS’
    • Development of Talis Driver
    • Use of ‘Jangle’ www.jangle.org
    • ..breaking new ground
    • 'Live' functionality
    • Checking Availability Data
    • Location Data
    • Place Hold
    • Trinity University College
    Challenges & Solutions : 8
    • My Account
    • Fully working Voyager
    • 90% working Talis
    • Awaiting testing for Horizon
    Challenges & Solutions : 9
    • Metalib Integration
    • + EzProxy
    • Authentication?
    • LDAP
    • OpenAthens
    • ..single sign-on?
    Challenges & Solutions : 10
    • Sustainability
    • During project
    • Beta Testing
    • Development
    • Support
    • Bug Fixing
    • Post project
    • Staffing?
    Challenges & Solutions : 11
    • General...
    • Institutional issues
    • Liaising with IT depts
    • Plans vs reality
    Challenges & Solutions : 12
  • Challenges & Solutions : 13
    • With VuFind...
    • Changes to the Community
    • Development Planning
    • Roadmap
    • Bugs & niggles
    • With Open Source:
    • Skill base
    • Support
    • ‘ Fear of the unknown’
    • Safety net?
    • Risk
    • Changing attitudes!
    Challenges & Solutions : 14 http://simplecomplexity.net/wp-content/uploads/2008/02/open-source-tilt-scale.jpg
    • Plans will go awry
    • Not everything will work
    • Everything takes longer than planned
    • Success relies on people more than technology
    • Unfamiliarity breeds unease
    • Collaboration can be hard work
    Lessons Learned : 1
    • Open Source works
    • The support community is fantastic
    • It’ll save capital costs
    • ..but will rack up the staff costs
    • ‘ Pump Priming’ with development resource
    • Long term TCO lower
    Lessons Learned : 2 http://www.zdnet.co.uk/news/it-strategy/2009/04/07/the-true-cost-of-migrating-to-open-source-39635251/
  • Lessons Learned : 3
    • Long Term Outlook
    • Shared service development
    • ‘ In house’ development resource
    • ..with commercial partners?
    • Exploit synergies of converged service
    http://the-investor-portal.com/investor-portal-pagelist.php?page=wealth-management
  • Where do we go from here?: 1
    • Current Projects
    • End of SWWHEP
    • Sustainable projects
    • VuFind = iFind Discover
    • SLAs
    • Mainstreaming
    • Mergers, mergers everywhere
    Ends November 2010
  • Where do we go from here?: 2
    • National Context
    • Collaborative Agenda
    • JISC / Sconul Shared Services report
    • http://helibtech.com/
    • WAG agendas
    • More mergers & collaboration
  • Where do we go from here?: 3
    • Shared Services & Open Source
    • Library Management Systems
    • VLE systems
    • Discovery tools?
    • ERM?
  • Where do we go from here?: 4
    • Additional Projects
    • JISC 'Enhancing Library Management Systems' funding
    • Theme A 'Use of new resource discovery interfaces'
    • Full case study
    • Blog, twitter updates
    Http://swwhepsrch.blogspot.com/
  • Where do we go from here?: 5
    • Additional Projects?
    • JISC 'Enhancing Library Management Systems' funding
    • Theme C 'Exploring problem areas‘ – ‘On Hold’
    • Initial Evergreen investigation
    • Matching vs United Kingdom Core Specification (UKCS)
    • Report into current viability for UK
    http://ukcs.wikispaces.com/home
  • Where do we go from here?: 6
    • Evergreen
    • Due to attend Evergreen 2010
    • Contact developers & users
    • Assess enhancement plan
    • Cancelled at airport due to Ash Cloud
    http://www.evergreen2010.org/
  • Where do we go from here?: 7
    • Evergreen
    • Visit to USA & Canada
    • Meeting with Equinox
    • http://www.esilibrary.com/esi/
    • Meeting Laurentian University
    • http://coffeecode.net/
    • Other users at ALA 2010
  • Where do we go from here?: 8 http://www.projectnext.eu/mobile-game/SH-The-Game-is-Afoot-iP-Header.png
    • So...
    • Swansea University
    • WHELF
    • Other areas
    • Scoping / Funding
    • Bright future
    • ..ask me this time next year
  • http://dilbert.com/dyn/str_strip/000000000/00000000/0000000/000000/70000/7000/300/77356/77356.strip.sunday.gif
  • Blogs http://swwhepsrch.blogspot.com/ http://thoughtsincoldstorage.blogspot.com
  • Thank You
    • Mark Hughes
    • [email_address]
    • http://twitter.com/Mark_H_Swansea
    Contacts Paul Johnson [email_address] http://twitter.com/jpjohnson Luke O'Sullivan [email_address] http://twitter.com/L_OS_Cymru