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Evergreen - Future of the ILS
 

Evergreen - Future of the ILS

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Presentation done by the Evergreen team at the Future of the ILS symposium in Windsor

Presentation done by the Evergreen team at the Future of the ILS symposium in Windsor

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Evergreen - Future of the ILS Evergreen - Future of the ILS Presentation Transcript

  •  
  • David Singleton, Deputy State Librarian Julie Walker, PINES Program Director Brad LaJeunesse, Systems Administrator Mike Rylander, Development Consultant
  • Georgia Systems PINES Systems
  • PINES Anticipated Growth
  • PINES Today
    • Y2k project started in 1999
    • 44 public library systems
    • 252 member libraries
    • 123 counties
    • 8.8 million items
    • 1.6 million active cardholders from all 159 Georgia counties.
  • What Makes PINES Different?
    • The PINES library card is free to any resident of Georgia, and may be obtained from any PINES library.
    • The PINES library card can be used at any PINES facility as if at the home library.
    • Materials may be returned to any PINES library.
  • What Makes PINES Different?
    • Users may request materials delivered from any PINES library to local library, at no charge.
    • In FY06, over 452,000 loans between PINES libraries.
    • PINES libraries agree to a common set of policies, and procedures, with the goal that users have a consistent experience at any PINES library.
    • Executive Committee: Nine (9) elected representatives (Library Directors) from member library systems.
    • Function-specific subcommittees make policy recommendations.
    • Executive Committee meets quarterly and as needed.
    PINES Governance
  • What are the Benefits?
    • For users: increased access to local library collections
    • For libraries: the State of Georgia assumes the costs of the automation system.
    • Access, not ownership, is the key.
    • Economy of scale:
    • PINES annual cost = approximately $1.6 million.
    • Individual library automation systems = over $15 million + approximately $5 million per year to maintain those systems.
  • Services from PINES Central
    • Training for 1,400 PINES staff in libraries across the state. Training is conducted regionally to reduce travel demands on libraries.
    • Responsibility for printing and mailing of overdue notices for all PINES libraries
    • Helpdesk via phone, email or web, available 24 hours/day.
    • “ It SIGNIFICANTLY expands the choices of books and other materials available to me. I appreciate this so much because I live in a rural part of the state with a very small local library.”
    • “ Allowing books to be checked out from other libraries is WONDERFUL. This way, the Pines System is like one gigantic library making available a tremendous selection of books regardless of where the books are physically housed.”
    WHAT DO USERS LIKE BEST ABOUT PINES? Comments from the PINES User Survey
  • The Evergreen Project
    • The 5-year software contract for PINES ended in June 2005.
    • 2003-2004: PINES staff conducted a comprehensive survey of the library automation marketplace
    • At issue: the unique needs of a statewide consortium sharing a centralized database and utilizing a statewide library card.
    • Is the software driving the policy/procedure, or is the policy/procedure driving the software?
  • The Evergreen Project
    • What do PINES libraries need?
      • Enterprise-class relational database
      • Flexible system administration
      • Granular permissions structure
      • A complex holds matrix
      • Ability to treat member libraries as individual entities
      • Reports designed to correspond to annual reporting requirements
  • The Evergreen Project
    • Evergreen Integrated Library System was developed using Open Source software.
    • Released under General Public License (GPL).
    • Alpha release (Online public access catalog, Cataloging, Circulation) debuted in July 2005.
    • Beta release in early 2006.
    • All PINES libraries migrated to Evergreen software on September 5, 2006.
    • Transactions, user records, and item records were migrated from the former system.
  • Cost Comparison 2 4 Local Tech Staff $200,000/yr $0 Software Licensing $200,000/yr (included, 3 years) Hardware Support $1,500,000 $350,000 Server Hardware Vendor ILS Evergreen
  • Fringe Benefits
    • We’re self-sustaining and control our own destiny.
      • We decide on development priorities.
      • No more difficulty trying to convince a vendor to develop important features for us (a minority customer in some ways).
    • The users of the software have direct access to the developers.
  • Evergreen Online Catalog Features
    • Streamlined searching from a single search box.
    • Google-like spell-checking and search suggestions.
    • Ability to select specific material formats from the online catalog’s front page .
    • Added content, including book cover images, reviews, and excerpts.
    • Randomized holds that include geographic location as a factor.
    • Scalability in anticipation of PINES growth.
  • Evergreen Online Catalog Features
    • In ‘My Account’, patrons can:
      • change personal login name;
      • change password;
      • place, cancel, and view holds;
      • modify how they would like to be alerted of available holds;
      • view fines;
      • view address information; and
      • view Bookbags (and share them)
  • Let’s take a look…
    • http://gapines.org
  • Evergreen Core Technologies
      • Database: PostgreSQL
      • Logic/glue languages: C and Perl, Javascript
      • Webserver: Apache mod_perl, C modules
      • Client side software: XUL
      • Server operating system: Linux
      • Server hardware: x86-64
      • Messaging core: Jabber (Ejabberd)
  • Evergreen Design
    • Server-side software is designed to run on inexpensive commodity hardware with Linux as the operating system.
    • The software is designed to run in a clustered environment, giving it enterprise-level high availability and failover.
    • Evergreen's staff client is cross-platform (Windows, Mac, Linux).
  •  
  • Open Application Plaform
    • The traditional ILS is
    • A catalog
    • An OPAC
    • A circulation system
    • Cataloging tools
    • We wanted more – we wanted a platform
  • Open Application Platform
    • We need a framework that
    • is easy to cluster
    • takes care of all the dirty work
    • has very low overhead
    • makes writing applications simple
    • is built on open, standard protocols
    • Given this we can create components as they are needed to provide solutions on demand – we don't need to anticipate every problem!
  • OpenSRF: Features and Benefits
    • We built a framework that
    • can trivially scale from a single server to hundreds in a tiered, redundant fashion
    • manages everything but the application logic, abstracting away everything to a consistent set of method calls
    • can easily handle hundreds of transactions per second, per server without any administrator tuning of the underlying components
    • turns writing applications, including entire ILS modules, into a matter of translating business logic into a set of simple Perl or C routines
    • Leverages existing open standards and open source software to avoid both duplication of effort and component lock-in
  • OpenSRF: The Pieces
    • OpenSRF consists of
    • A Jabber server – PINES uses eJabberd, and has tested jabber2d and an in-house custom server
    • The OpenSRF Router – provides application load balancing and failover services
    • OpenSRF Application Infrastructure – libraries and tools that turn simple business logic functions into seamless applications
    • OpenSRF Gateway – an Apache web server plugin that turns URLs into OpenSRF requests, and OpenSRF reponses into web-accesible content
    • OpenSRF DocGen – serves API documentation from the OpenSRF Introspection Service
  • Benefits to Evergreen
    • Dramatically decreased the time to go from service prototypes to production implementations
    • Allows developers to focus on core ILS issues
    • Increase capacity as needed using any source – no hardware vendor lock-in!
    • No single point of failure for any critical system or service
    • Rolling Upgrades – no need to take the system offline to upgrade backend services!
  • Where Do We Go from Here?
    • Migration of the six library systems waiting to become part of PINES.
    • Develop the Acquisitions and Serials modules.
    • Work with others on a protocol to share information across automation systems (Open NCIP).
    • Develop the children's portal for the online catalog.
  • Where Do We Go from Here?
    • Implement online bill pay for users.
    • Enhance social aspects of the catalog: user ratings, reviews, and comments.
    • Complete the Spanish translation for the online catalog.
  • Where do we go from here?
    • Deep links into the GALILEO databases.
    • Online catalog that can be used on mobile devices.
    • Possible partnerships with other institutions.
  • PINES online catalog: gapines.org Evergreen development: open-ils.org
  • David Singleton [email_address] Julie Walker [email_address] Brad LaJeunesse [email_address] Mike Rylander [email_address]