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Open Source: Liberate your Library Jonathan Field – Technical Director Keith Shell – Business Development Manager Nick Dim...
Timetable <ul><li>Morning: The open source option and Evergreen </li></ul><ul><li>Lunch </li></ul><ul><li>Afternoon: Archi...
Agenda <ul><li>Overview of the library automation market </li></ul><ul><li>The open source option </li></ul><ul><li>The ro...
<ul><li>Good luck Wirral!!! </li></ul>
Current state of the Library Management System market  <ul><li>Stagnant, mature market </li></ul><ul><li>A few main vendor...
Current Frustrations <ul><li>Slow pace of development (low ROI) </li></ul><ul><ul><li>Patch and mend </li></ul></ul><ul><u...
<ul><li>Is open source the answer? </li></ul>
What is Open Source Software (OSS)? <ul><li>A worldwide community develops and maintains it </li></ul><ul><li>You can down...
Kittens are Free
There is a cost of ownership <ul><li>Staff time </li></ul><ul><li>Support costs </li></ul><ul><li>Infrastructure </li></ul>
So, it’s not free, but .... <ul><li>Lower implementation costs </li></ul><ul><li>Cheaper on-going costs </li></ul><ul><li>...
Market share <ul><li>OSS LMS is now largest single source of new name installations in North America – outstripping  propr...
Where is OSS successful? <ul><li>Where there are capable local support bases: </li></ul><ul><ul><li>USA </li></ul></ul><ul...
<ul><li>The leading provider of digital archiving solutions in North America </li></ul><ul><li>Formed in 1995 - desktop im...
PTFS Customers – Partial list <ul><li>Libraries – Public </li></ul><ul><li>•  Whittier Public Library </li></ul><ul><li>• ...
PTFS Europe <ul><li>A company formed to distribute and support the software products of PTFS, Inc </li></ul><ul><li>Local ...
PTFS Europe –   Customers in 2008/9 <ul><li>ArchivalWare </li></ul><ul><li>York St John University  </li></ul><ul><li>Depa...
<ul><li>PTFS now also support open source library management system (LMS) software </li></ul>
Open Source LMS software <ul><li>Evergreen or Koha LMS </li></ul><ul><li>SaaS or standalone </li></ul><ul><li>Significant ...
Why promote both? <ul><li>Koha: </li></ul><ul><ul><li>focus on special and college libraries </li></ul></ul><ul><ul><li>fo...
How PTFS Europe can help <ul><li>Centre of excellence for open source LMS software </li></ul><ul><li>Wealth of experience ...
Migrating <ul><li>Changing your LMS is a MAJOR  undertaking </li></ul><ul><li>Most libraries are simply unable to do it fo...
Procurement <ul><li>Procurement can be a major obstacle; </li></ul><ul><li>PTFS Europe  can make contractual commitments <...
It is not just the software <ul><li>A new kind of business environment </li></ul><ul><li>A new kind of business model </li...
PTFS: a business for the 21 st  century <ul><li>Virtual office </li></ul><ul><ul><li>IM, Skype and web conferencing </li><...
Financial benefits <ul><li>No software license costs </li></ul><ul><li>Major savings on annual maintenance </li></ul><ul><...
  Implementation and Support Services from PTFS Europe
Implementation <ul><li>Project Management </li></ul><ul><li>Installation and configuration of LMS </li></ul><ul><li>Data c...
Hosting <ul><li>We manage the server for you </li></ul><ul><li>You still manage and control your LMS </li></ul><ul><li>We ...
Ongoing support <ul><li>Web based: </li></ul><ul><ul><li>Open calls </li></ul></ul><ul><ul><li>Update calls </li></ul></ul...
Software development <ul><li>When is a bug not a bug? </li></ul><ul><li>Refine the workflow </li></ul><ul><li>Develop func...
Software development some examples Feature Days Borrower name displays on loans in OPAC (config option) 2 Text of claim no...
Managing Open Source <ul><li>Updating code repository </li></ul><ul><li>Keeping up to date with developments </li></ul><ul...
Share development with other users? <ul><li>By collaborating and sharing development costs with other users more options b...
<ul><li>A survey November-December 2008 </li></ul><ul><li>Carried out by Ian Haydock, Keele University </li></ul>The use o...
<ul><li>We are unaware of what software is available (9) </li></ul><ul><li>We need software which is not currently availab...
<ul><li>We are unaware of what software is available (9) </li></ul><ul><li>We need software which is not currently availab...
Why doesn't your Library make more use of Open Source software?
The advantages of working with PTFS Europe <ul><li>Benefits of open source software and next generation technologies </li>...
You don’t have to do it yourself!
Jonathan Field – Technical Director [email_address] Keith Shell – Business Development Manager [email_address] Nick Dimant...
  PTFS Europe  and  ArchivalWare
<ul><li>Overview of PTFS and ArchivalWare </li></ul><ul><li>Demonstration </li></ul><ul><li>Questions </li></ul>Agenda
<ul><li>The leading provider of digital archiving solutions in North America </li></ul><ul><li>Formed in 1995 - Focus on d...
PTFS Customers – Partial list <ul><li>Libraries – Public </li></ul><ul><li>•  Whittier Public Library </li></ul><ul><li>• ...
<ul><li>Promoting ArchivalWare digital library system </li></ul><ul><li>Promoting open source library management systems –...
<ul><li>York St John University </li></ul><ul><li>Department for Communities and Local Government / Department of Transpor...
<ul><li>Institutional repository </li></ul><ul><li>Photos, videos, audio, text </li></ul><ul><li>Local server </li></ul>Yo...
<ul><li>Circulars & Departmental Publications </li></ul><ul><li>Parliamentary and Legislation </li></ul><ul><li>SaaS (host...
<ul><li>Adopted texts and grey literature  </li></ul><ul><li>Posters </li></ul><ul><li>Collection of digitised audio-recor...
<ul><li>Circulars </li></ul><ul><li>Departmental Publications </li></ul><ul><li>Further applications being considered </li...
<ul><li>Digital archiving software and services </li></ul>
What we do
 
<ul><li>Web-based </li></ul><ul><li>Full text search and retrieval system </li></ul><ul><li>Build, manage & integrate digi...
<ul><li>Photographs </li></ul><ul><li>Newspapers </li></ul><ul><li>Manuscripts </li></ul><ul><li>Technical reports </li></...
<ul><li>Searches metadata and/or full text </li></ul><ul><li>Relevance ranking </li></ul><ul><li>Pattern searching </li></...
Digitisation Services
Digitisation Services <ul><li>Expertise: people, process, software, and hardware </li></ul><ul><li>–  Ten years imaging ex...
<ul><li>Consultancy: </li></ul><ul><li>Defining the scope of the project </li></ul><ul><li>Digitisation strategy </li></ul...
Digitisation and Content Conversion <ul><li>CONTENT CONVERSION </li></ul><ul><li>Requirements Analysis and Needs Assessmen...
<ul><li>Benefits of ArchivalWare </li></ul>
<ul><li>Outstanding retrieval capability </li></ul><ul><li>Wide range of  searchable  documents: </li></ul><ul><ul><li>PDF...
<ul><li>Entirely web based </li></ul><ul><li>Automatic metadata creation: </li></ul><ul><ul><li>Using file structure or do...
Google  Analytics
<ul><li>Periodically crawls internet and intranet sites </li></ul><ul><li>Harvests: </li></ul><ul><ul><li>documents and me...
<ul><li>Redaction  </li></ul><ul><li>Payment integration </li></ul><ul><li>Google Earth integration </li></ul>Other module...
Google Earth integration
ArchivalWare Roadmap ArchivalWare 1Q09 2Q09 3Q09 4Q09 <ul><li>5 (NextGen AW) (Oct 09) </li></ul><ul><li>Web 2.0 Capabiliti...
<ul><li>Software as a Service </li></ul><ul><li>(SaaS) </li></ul>
<ul><li>We manage the server for you </li></ul><ul><li>You still manage and control your archive </li></ul><ul><li>Located...
<ul><li>Integration with </li></ul><ul><li>other systems </li></ul>
<ul><li>Library Management Systems </li></ul><ul><li>Virtual Learning Environments </li></ul><ul><li>Corporate Portals </l...
<ul><li>Conclusion </li></ul>
<ul><li>“ Best of breed” technology </li></ul><ul><li>Solid customer base </li></ul><ul><li>Responsive to local needs </li...
  PTFS Europe  and  ArchivalWare
ArchivalWare demonstration
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Manchester Seminar Liberate Your Library October 2009

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Transcript of "Manchester Seminar Liberate Your Library October 2009"

  1. 1. Open Source: Liberate your Library Jonathan Field – Technical Director Keith Shell – Business Development Manager Nick Dimant – Managing Director
  2. 2. Timetable <ul><li>Morning: The open source option and Evergreen </li></ul><ul><li>Lunch </li></ul><ul><li>Afternoon: ArchivalWare Digital Library </li></ul><ul><li>16.00 close </li></ul>
  3. 3. Agenda <ul><li>Overview of the library automation market </li></ul><ul><li>The open source option </li></ul><ul><li>The role of PTFS Europe </li></ul><ul><li>Implementing an open source solution </li></ul><ul><li>The Products </li></ul>
  4. 4. <ul><li>Good luck Wirral!!! </li></ul>
  5. 5. Current state of the Library Management System market <ul><li>Stagnant, mature market </li></ul><ul><li>A few main vendors </li></ul><ul><li>Domination of private equity companies </li></ul><ul><li>Confusion over product direction </li></ul><ul><ul><li>Discontinuation of systems </li></ul></ul>
  6. 6. Current Frustrations <ul><li>Slow pace of development (low ROI) </li></ul><ul><ul><li>Patch and mend </li></ul></ul><ul><ul><li>Little new development </li></ul></ul><ul><li>Functionality lag </li></ul><ul><ul><li>Lack of Web 2.0 capability </li></ul></ul><ul><li>Ageing technologies </li></ul><ul><ul><li>E.g. Unicorn/Symphony 30 year old technology </li></ul></ul><ul><li>Declining levels of customer service </li></ul><ul><li>Increasing costs </li></ul>
  7. 7. <ul><li>Is open source the answer? </li></ul>
  8. 8. What is Open Source Software (OSS)? <ul><li>A worldwide community develops and maintains it </li></ul><ul><li>You can download and instal it yourself </li></ul><ul><li>You can modify it yourself </li></ul><ul><li>There are companies whose business model is to help you implement and support it, e.g.: </li></ul><ul><ul><li>Biblibre </li></ul></ul><ul><ul><li>Equinox </li></ul></ul><ul><ul><li>PTFS </li></ul></ul><ul><ul><li>Index data </li></ul></ul><ul><ul><li>Alpha G </li></ul></ul><ul><li>Free from lock in with single supplier </li></ul><ul><li>The software is free </li></ul>
  9. 9. Kittens are Free
  10. 10. There is a cost of ownership <ul><li>Staff time </li></ul><ul><li>Support costs </li></ul><ul><li>Infrastructure </li></ul>
  11. 11. So, it’s not free, but .... <ul><li>Lower implementation costs </li></ul><ul><li>Cheaper on-going costs </li></ul><ul><li>Freedom to move between vendor </li></ul><ul><li>Freedom to develop what you want </li></ul><ul><li>Freedom to collaborate and share </li></ul><ul><li>Freedom to move quickly </li></ul>
  12. 12. Market share <ul><li>OSS LMS is now largest single source of new name installations in North America – outstripping proprietary vendors </li></ul><ul><li>Good presence in Indian market </li></ul><ul><li>Good presence in France </li></ul><ul><li>Minimal presence so far in UK </li></ul>
  13. 13. Where is OSS successful? <ul><li>Where there are capable local support bases: </li></ul><ul><ul><li>USA </li></ul></ul><ul><ul><li>Canada </li></ul></ul><ul><ul><li>India </li></ul></ul><ul><ul><li>France </li></ul></ul><ul><ul><li>Australia and NZ </li></ul></ul>
  14. 14. <ul><li>The leading provider of digital archiving solutions in North America </li></ul><ul><li>Formed in 1995 - desktop imaging, integrated library systems and custom search systems </li></ul><ul><li>First release of ArchivalWare digital archiving solution - 2000 </li></ul><ul><li>ArchivalWare 4.3 released September 2009 </li></ul><ul><li>June 2008 – Support of open source library management software </li></ul>
  15. 15. PTFS Customers – Partial list <ul><li>Libraries – Public </li></ul><ul><li>• Whittier Public Library </li></ul><ul><li>• Independence Township Library </li></ul><ul><li>Libraries - Government </li></ul><ul><li>• National Library of Medicine </li></ul><ul><li>• U.S. Geological Survey </li></ul><ul><li>• Federal Communications Commission (FCC) </li></ul><ul><li>• Naval Research Laboratory </li></ul><ul><li>• Department of Justice </li></ul><ul><li>• U.S. Marine Corps (16 locations World Wide) </li></ul><ul><li>• U.S. Air Force </li></ul><ul><li>• U.S. Army </li></ul><ul><li>• U.S. Attorney’s Office </li></ul><ul><li>• Department of State </li></ul><ul><li>• Library of Congress </li></ul><ul><li>• Administrative Office of U.S. Court </li></ul><ul><li>• U.S. Customs Service </li></ul><ul><li>• International Trade Commission Library </li></ul><ul><li>• Army Heritage Education Center (AHEC) </li></ul><ul><li>• Department of Labor </li></ul><ul><li>Associations </li></ul><ul><li>• International Monetary Fund (IMF) </li></ul><ul><li>• American Chemical Society </li></ul><ul><li>Libraries – Academic </li></ul><ul><li>• Southern Oregon University </li></ul><ul><li>• National Defense University </li></ul><ul><li>• George Washington University </li></ul><ul><li>Government Institutions – non-library </li></ul><ul><li>• National Archives and Records Administration </li></ul><ul><li>• Department of Interior (Labatt) </li></ul><ul><li>• Department of Defense (Joint Chiefs) </li></ul><ul><li>• National Security Agency </li></ul><ul><li>• National Institutes of Health </li></ul><ul><li>• Office Secretary of Defense (OSD) </li></ul><ul><li>• National Geospatial Intelligence Agency (NGA) </li></ul><ul><li>Museums </li></ul><ul><li>• Smithsonian Institution </li></ul><ul><li>• Museum of African American History </li></ul><ul><li>Commercial </li></ul><ul><li>• National Geographic </li></ul><ul><li>• Chicago Tribune </li></ul><ul><li>Libraries - State </li></ul><ul><li>• Utah Government </li></ul><ul><li>• New Hampshire State Library </li></ul>
  16. 16. PTFS Europe <ul><li>A company formed to distribute and support the software products of PTFS, Inc </li></ul><ul><li>Local presence </li></ul><ul><li>Local expertise </li></ul><ul><li>Local training </li></ul><ul><li>Local support </li></ul><ul><li>Focused on European context </li></ul><ul><li>Backed up by major US presence </li></ul>
  17. 17. PTFS Europe – Customers in 2008/9 <ul><li>ArchivalWare </li></ul><ul><li>York St John University </li></ul><ul><li>Department for Communities and Local Government / Department of Transport </li></ul><ul><li>Planning Inspectorate </li></ul><ul><li>Council of Europe </li></ul><ul><li>Irish Parliament </li></ul><ul><li>Koha </li></ul><ul><li>European Southern Observatory </li></ul><ul><li>Booz & Company </li></ul><ul><li>UN Food and Agriculture Organization </li></ul><ul><li>Dame Alice Owens School </li></ul><ul><li>CAMLIS </li></ul><ul><li>ICCROM </li></ul>
  18. 18. <ul><li>PTFS now also support open source library management system (LMS) software </li></ul>
  19. 19. Open Source LMS software <ul><li>Evergreen or Koha LMS </li></ul><ul><li>SaaS or standalone </li></ul><ul><li>Significant cost savings </li></ul><ul><li>Fast development </li></ul><ul><li>Major benefits </li></ul>
  20. 20. Why promote both? <ul><li>Koha: </li></ul><ul><ul><li>focus on special and college libraries </li></ul></ul><ul><ul><li>focus on international organisations </li></ul></ul><ul><li>Evergreen: </li></ul><ul><ul><li>focus on university and public libraries </li></ul></ul><ul><ul><li>focus on consortia </li></ul></ul>
  21. 21. How PTFS Europe can help <ul><li>Centre of excellence for open source LMS software </li></ul><ul><li>Wealth of experience in library automation </li></ul><ul><li>Commercial organisation with proven track record </li></ul>
  22. 22. Migrating <ul><li>Changing your LMS is a MAJOR undertaking </li></ul><ul><li>Most libraries are simply unable to do it for themselves </li></ul><ul><li>Most libraries only change system every 5 – 15 years </li></ul><ul><li>Makes no sense to do it yourself </li></ul><ul><ul><li>Involves completely different skill set </li></ul></ul><ul><ul><li>Need major, varying resource input for short period of time </li></ul></ul><ul><ul><li>You may never do it again </li></ul></ul>
  23. 23. Procurement <ul><li>Procurement can be a major obstacle; </li></ul><ul><li>PTFS Europe can make contractual commitments </li></ul><ul><li>Tender response </li></ul><ul><li>Functionality </li></ul><ul><li>Timescales </li></ul><ul><li>Cost </li></ul><ul><li>Support contract </li></ul>
  24. 24. It is not just the software <ul><li>A new kind of business environment </li></ul><ul><li>A new kind of business model </li></ul><ul><li>Collaboration between OSS suppliers </li></ul><ul><li>Partnership between supplier and customer </li></ul>
  25. 25. PTFS: a business for the 21 st century <ul><li>Virtual office </li></ul><ul><ul><li>IM, Skype and web conferencing </li></ul></ul><ul><ul><li>Virtual switchboard </li></ul></ul><ul><ul><li>Virtual infrastructure </li></ul></ul><ul><ul><li>Outsourced accounts and finance </li></ul></ul><ul><li>Very low non-salary costs </li></ul><ul><li>No commuting overhead </li></ul><ul><li>Relies on having high quality staff </li></ul><ul><li>Major price advantage over the 20 th century companies </li></ul>
  26. 26. Financial benefits <ul><li>No software license costs </li></ul><ul><li>Major savings on annual maintenance </li></ul><ul><li>Significantly lower hosting costs </li></ul><ul><li>Lower daily rate for professional services </li></ul><ul><ul><li>Implementation </li></ul></ul><ul><ul><li>Training </li></ul></ul><ul><ul><li>Custom work </li></ul></ul><ul><ul><li>Software development </li></ul></ul>
  27. 27. Implementation and Support Services from PTFS Europe
  28. 28. Implementation <ul><li>Project Management </li></ul><ul><li>Installation and configuration of LMS </li></ul><ul><li>Data conversion and loading into LMS </li></ul><ul><li>Implementation workshop </li></ul><ul><li>Training </li></ul><ul><li>Custom reports </li></ul><ul><li>Custom programming </li></ul><ul><li>Advanced configuration </li></ul>
  29. 29. Hosting <ul><li>We manage the server for you </li></ul><ul><li>You still manage and control your LMS </li></ul><ul><li>We upgrade and patch the LMS and operating system </li></ul><ul><li>Minimal involvement from your IT department </li></ul><ul><li>Command line access if you want it </li></ul><ul><li>Automatic local backup </li></ul><ul><li>High class data centre </li></ul><ul><ul><li>Secure, Resilient </li></ul></ul><ul><ul><li>365 days a year, 24/7 </li></ul></ul><ul><li>Annual fee, but part of our standard LMS offering </li></ul>
  30. 30. Ongoing support <ul><li>Web based: </li></ul><ul><ul><li>Open calls </li></ul></ul><ul><ul><li>Update calls </li></ul></ul><ul><ul><li>Review calls </li></ul></ul><ul><ul><li>Close calls </li></ul></ul><ul><li>Phone for critical calls </li></ul>
  31. 31. Software development <ul><li>When is a bug not a bug? </li></ul><ul><li>Refine the workflow </li></ul><ul><li>Develop functionality </li></ul><ul><li>Provide whole new capabilities </li></ul><ul><li>Integration and interoperability </li></ul><ul><li>FAST development and lead times </li></ul>
  32. 32. Software development some examples Feature Days Borrower name displays on loans in OPAC (config option) 2 Text of claim notice dependent on language of vendor 3 Fast-add in circulation 3 “ Use item” capability 1
  33. 33. Managing Open Source <ul><li>Updating code repository </li></ul><ul><li>Keeping up to date with developments </li></ul><ul><li>Applying bug fixes </li></ul><ul><li>Regular upgrades </li></ul><ul><li>“ Release little, release often” </li></ul>
  34. 34. Share development with other users? <ul><li>By collaborating and sharing development costs with other users more options become possible. </li></ul><ul><li>InterLibrary Loans (ILL) ? </li></ul><ul><li>Federated Searching ? </li></ul><ul><li>Forming a consortium? </li></ul><ul><li>PTFS can help co-ordinate these initiatives </li></ul>
  35. 35. <ul><li>A survey November-December 2008 </li></ul><ul><li>Carried out by Ian Haydock, Keele University </li></ul>The use of Open Source software by UK Higher  Education libraries
  36. 36. <ul><li>We are unaware of what software is available (9) </li></ul><ul><li>We need software which is not currently available via Open Source (4) </li></ul><ul><li>We don't have time or staffing to set up these applications (19) </li></ul><ul><li>We don't have time or staffing to maintain these applications (23) </li></ul><ul><li>Paid-for systems offer better support in a crisis (8) </li></ul><ul><li>Our institution restricts use of Open Source software (4) </li></ul>Why doesn't your Library make more use of Open Source software?
  37. 37. <ul><li>We are unaware of what software is available (9) </li></ul><ul><li>We need software which is not currently available via Open Source (4) </li></ul><ul><li>We don't have time or staffing to set up these applications (19) </li></ul><ul><li>We don't have time or staffing to maintain these applications (23) </li></ul><ul><li>Paid-for systems offer better support in a crisis (8) </li></ul><ul><li>Our institution restricts use of Open Source software (4) </li></ul>Why doesn't your Library make more use of Open Source software?
  38. 38. Why doesn't your Library make more use of Open Source software?
  39. 39. The advantages of working with PTFS Europe <ul><li>Benefits of open source software and next generation technologies </li></ul><ul><li>High quality implementation and support services </li></ul><ul><li>Reduced cost </li></ul><ul><li>Increased autonomy </li></ul><ul><li>Opportunities to collaborate </li></ul><ul><li>Fast development </li></ul><ul><li>Low risk </li></ul><ul><li>The best of both worlds </li></ul>
  40. 40. You don’t have to do it yourself!
  41. 41. Jonathan Field – Technical Director [email_address] Keith Shell – Business Development Manager [email_address] Nick Dimant – Managing Director [email_address]
  42. 42. PTFS Europe and ArchivalWare
  43. 43. <ul><li>Overview of PTFS and ArchivalWare </li></ul><ul><li>Demonstration </li></ul><ul><li>Questions </li></ul>Agenda
  44. 44. <ul><li>The leading provider of digital archiving solutions in North America </li></ul><ul><li>Formed in 1995 - Focus on desktop imaging, integrated library systems and building custom search systems </li></ul><ul><li>First release of ArchivalWare digital archiving solution - 2000 </li></ul><ul><li>ArchivalWare 4.3 for release Sept. 2009 </li></ul><ul><li>Best of breed </li></ul>
  45. 45. PTFS Customers – Partial list <ul><li>Libraries – Public </li></ul><ul><li>• Whittier Public Library </li></ul><ul><li>• Independence Township Library </li></ul><ul><li>Libraries - Government </li></ul><ul><li>• National Library of Medicine </li></ul><ul><li>• U.S. Geological Survey </li></ul><ul><li>• Federal Communications Commission (FCC) </li></ul><ul><li>• Naval Research Laboratory </li></ul><ul><li>• Department of Justice </li></ul><ul><li>• U.S. Marine Corps (16 locations World Wide) </li></ul><ul><li>• U.S. Air Force </li></ul><ul><li>• U.S. Army </li></ul><ul><li>• U.S. Attorney’s Office </li></ul><ul><li>• Department of State </li></ul><ul><li>• Library of Congress </li></ul><ul><li>• Administrative Office of U.S. Court </li></ul><ul><li>• U.S. Customs Service </li></ul><ul><li>• International Trade Commission Library </li></ul><ul><li>• Army Heritage Education Center (AHEC) </li></ul><ul><li>• Department of Labor </li></ul><ul><li>• Utah Government Publications </li></ul><ul><li>• New Hampshire State Library </li></ul><ul><li>Libraries – Academic </li></ul><ul><li>• Southern Oregon University </li></ul><ul><li>• National Defense University </li></ul><ul><li>• George Washington University </li></ul><ul><li>Government Institutions – non-library </li></ul><ul><li>• National Archives and Records Administration </li></ul><ul><li>• Department of Interior (Labatt) </li></ul><ul><li>• Department of Defense (Joint Chiefs) </li></ul><ul><li>• National Security Agency </li></ul><ul><li>• National Institutes of Health </li></ul><ul><li>• Office Secretary of Defense (OSD) </li></ul><ul><li>• National Geospatial Intelligence Agency (NGA) </li></ul><ul><li>Museums </li></ul><ul><li>• Smithsonian Institution </li></ul><ul><li>• Museum of African American History </li></ul><ul><li>SirsiDynix </li></ul><ul><li>USA: Public and Academic Libraries, </li></ul><ul><li>Government Institutions, Commercial </li></ul><ul><li>International: (Canada, New Zealand, Chile, </li></ul><ul><li>Greece) </li></ul><ul><li>Commercial </li></ul><ul><li>• National Geographic </li></ul><ul><li>• Chicago Tribune </li></ul><ul><li>Associations </li></ul><ul><li>• International Monetary Fund (IMF) </li></ul><ul><li>• American Chemical Society </li></ul>
  46. 46. <ul><li>Promoting ArchivalWare digital library system </li></ul><ul><li>Promoting open source library management systems – Evergreen and Koha </li></ul><ul><li>Local presence </li></ul><ul><li>Local expertise </li></ul><ul><li>Local training </li></ul><ul><li>Local support </li></ul><ul><li>Focused on European context </li></ul><ul><li>Backed up by major US presence </li></ul>PTFS Europe
  47. 47. <ul><li>York St John University </li></ul><ul><li>Department for Communities and Local Government / Department of Transport </li></ul><ul><li>Planning Inspectorate </li></ul><ul><li>Council of Europe </li></ul><ul><li>Irish Parliament </li></ul>PTFS Europe – ArchivalWare Customers 2008/9
  48. 48. <ul><li>Institutional repository </li></ul><ul><li>Photos, videos, audio, text </li></ul><ul><li>Local server </li></ul>York St John University
  49. 49. <ul><li>Circulars & Departmental Publications </li></ul><ul><li>Parliamentary and Legislation </li></ul><ul><li>SaaS (hosted) </li></ul><ul><li>February 2008 </li></ul>Communities and Local Government / Department of Transport
  50. 50. <ul><li>Adopted texts and grey literature </li></ul><ul><li>Posters </li></ul><ul><li>Collection of digitised audio-recordings </li></ul><ul><li>50,000+ documents </li></ul><ul><li>Hyperion migration </li></ul><ul><li>SaaS (hosted) </li></ul><ul><li>July 2008 </li></ul>Council of Europe
  51. 51. <ul><li>Circulars </li></ul><ul><li>Departmental Publications </li></ul><ul><li>Further applications being considered </li></ul><ul><li>Local server </li></ul><ul><li>June 2008 </li></ul>Planning Inspectorate
  52. 52. <ul><li>Digital archiving software and services </li></ul>
  53. 53. What we do
  54. 55. <ul><li>Web-based </li></ul><ul><li>Full text search and retrieval system </li></ul><ul><li>Build, manage & integrate digital archives </li></ul><ul><li>High volume capture and production tools </li></ul><ul><li>Advanced admin features </li></ul><ul><li>Standards based </li></ul><ul><li>Outstanding retrieval capability </li></ul>ArchivalWare
  55. 56. <ul><li>Photographs </li></ul><ul><li>Newspapers </li></ul><ul><li>Manuscripts </li></ul><ul><li>Technical reports </li></ul><ul><li>Literature collections </li></ul><ul><li>Film clips </li></ul><ul><li>Theses </li></ul><ul><li>Journals </li></ul><ul><li>Anything digital! </li></ul>Type of archive?
  56. 57. <ul><li>Searches metadata and/or full text </li></ul><ul><li>Relevance ranking </li></ul><ul><li>Pattern searching </li></ul><ul><ul><li>takes into account spelling differences, missing or mistyped characters and OCR errors </li></ul></ul><ul><li>Boolean searching </li></ul><ul><li>Concept searching </li></ul><ul><ul><li>invokes semantic dictionaries and thesauri </li></ul></ul><ul><ul><li>synonyms and other related terms </li></ul></ul>Retrieval
  57. 58. Digitisation Services
  58. 59. Digitisation Services <ul><li>Expertise: people, process, software, and hardware </li></ul><ul><li>– Ten years imaging experience </li></ul><ul><li>– All media types, qualities </li></ul><ul><li>– Hardware, software </li></ul><ul><li>– Classified digitization and processing, safeguarding </li></ul><ul><li>– High volume, high quality operation </li></ul><ul><li>– Diverse language skills </li></ul><ul><li>– R&D </li></ul><ul><li>Development of an archiving system has </li></ul><ul><li>helped PTFS perfect imaging capabilities </li></ul>
  59. 60. <ul><li>Consultancy: </li></ul><ul><li>Defining the scope of the project </li></ul><ul><li>Digitisation strategy </li></ul><ul><li>Advice on implementation </li></ul>Digitisation services
  60. 61. Digitisation and Content Conversion <ul><li>CONTENT CONVERSION </li></ul><ul><li>Requirements Analysis and Needs Assessments </li></ul><ul><li>Optical Character Recognition (OCR) </li></ul><ul><li>Image Enhancement </li></ul><ul><li>Custom Data Conversion </li></ul><ul><li>Electronic Text Archives </li></ul><ul><li>Multiple File Formats </li></ul><ul><li>Metadata & Re-Keying Services </li></ul><ul><li>Back-file Digital Conversion Services </li></ul><ul><li>Specialty Digital Conversion Services </li></ul><ul><li>On-site Staffing for Document Imaging Projects </li></ul><ul><li>DIGITISATION </li></ul><ul><li>Approved DOD Classified Capability </li></ul><ul><li>Paper Scanning </li></ul><ul><li>Books & Journals </li></ul><ul><li>Microfilm & Microfiche </li></ul><ul><li>Photographs & Slides </li></ul><ul><li>Engineering Drawings </li></ul><ul><li>Video & Audio </li></ul>
  61. 62. <ul><li>Benefits of ArchivalWare </li></ul>
  62. 63. <ul><li>Outstanding retrieval capability </li></ul><ul><li>Wide range of searchable documents: </li></ul><ul><ul><li>PDF, DOC, PPT, XLS, TXT, HTML, MHTML etc </li></ul></ul><ul><li>Thesauri and semantic dictionaries </li></ul><ul><li>Multilingual and cross lingual searching </li></ul><ul><li>Wide range of viewable objects: </li></ul><ul><ul><li>MOV, FLV, WMV, JPEG, TIFF etc </li></ul></ul><ul><li>Current Awareness/SDI </li></ul><ul><li>End user submission of material </li></ul><ul><li>Integration with library OPAC or other systems (VLE’s, portals etc.) </li></ul>Benefits for end users
  63. 64. <ul><li>Entirely web based </li></ul><ul><li>Automatic metadata creation: </li></ul><ul><ul><li>Using file structure or document properties </li></ul></ul><ul><li>Automatic thumbnail creation </li></ul><ul><li>Automatic creation of PDFs: </li></ul><ul><ul><li>Word, Excel, PowerPoint, TIFF, JPG, GIF </li></ul></ul><ul><ul><li>PDF to PDF(A) conversion </li></ul></ul><ul><li>Document level security </li></ul><ul><li>Integration capabilities: </li></ul><ul><ul><li>API, OAI-PMH, Z39.50, EAD, METS, MARC21, Dublin Core </li></ul></ul><ul><li>Google Analytics </li></ul>Benefits for staff
  64. 65. Google Analytics
  65. 66. <ul><li>Periodically crawls internet and intranet sites </li></ul><ul><li>Harvests: </li></ul><ul><ul><li>documents and metadata </li></ul></ul><ul><ul><li>web pages </li></ul></ul><ul><li>Checks if any changes to data have been made – if so, harvests them </li></ul><ul><li>Loads into ArchivalWare </li></ul>Spidering
  66. 67. <ul><li>Redaction </li></ul><ul><li>Payment integration </li></ul><ul><li>Google Earth integration </li></ul>Other modules/capabilities:
  67. 68. Google Earth integration
  68. 69. ArchivalWare Roadmap ArchivalWare 1Q09 2Q09 3Q09 4Q09 <ul><li>5 (NextGen AW) (Oct 09) </li></ul><ul><li>Web 2.0 Capabilities </li></ul><ul><li>New Look n Feel </li></ul><ul><li>4.2 (Feb 09) </li></ul><ul><li>PDF/A Creation </li></ul><ul><li>Upgraded Documentation </li></ul><ul><li>User-defined browse node sort </li></ul><ul><li>Personalized search features </li></ul><ul><li>Reporting enhancements </li></ul><ul><li>Control of concept expansion </li></ul><ul><li>Export enhancements </li></ul><ul><li>“ MyWare” Personal collection </li></ul><ul><li>Import from MARCXML with custom mapping </li></ul><ul><li>Z39.50 Server </li></ul><ul><li>Bug fixes </li></ul><ul><li>4.3 (Sep 09) </li></ul><ul><li>Selectable export fields </li></ul><ul><li>User-defined browse node sort </li></ul><ul><li>Enhanced User & Group preference setup </li></ul><ul><li>Create/Import Enhancements </li></ul><ul><li>“ MyWare” Enhancements </li></ul><ul><li>RSS feeds </li></ul><ul><li>Workflow Engine </li></ul><ul><li>Redaction Module </li></ul><ul><li>Google Earth integration </li></ul><ul><li>JBoss Version upgrade/Web Services </li></ul><ul><li>Export to MARCXML </li></ul><ul><li>(Jul 09) </li></ul><ul><li>Integration with OS-ILS </li></ul>SaaS (Jan 09) Upgrade to 4.X
  69. 70. <ul><li>Software as a Service </li></ul><ul><li>(SaaS) </li></ul>
  70. 71. <ul><li>We manage the server for you </li></ul><ul><li>You still manage and control your archive </li></ul><ul><li>Located at world class data centre in UK </li></ul><ul><ul><li>Security </li></ul></ul><ul><ul><li>Resilience </li></ul></ul><ul><ul><li>365 days a year, 24/7 </li></ul></ul><ul><li>High resolution versions of documents can be held locally </li></ul><ul><ul><li>Performance </li></ul></ul><ul><ul><li>Security </li></ul></ul><ul><li>Annual fee, no software purchase cost </li></ul>SaaS?
  71. 72. <ul><li>Integration with </li></ul><ul><li>other systems </li></ul>
  72. 73. <ul><li>Library Management Systems </li></ul><ul><li>Virtual Learning Environments </li></ul><ul><li>Corporate Portals </li></ul><ul><li>Payment Systems </li></ul><ul><li>Partnerships include Talis, Civica </li></ul>Integration
  73. 74. <ul><li>Conclusion </li></ul>
  74. 75. <ul><li>“ Best of breed” technology </li></ul><ul><li>Solid customer base </li></ul><ul><li>Responsive to local needs </li></ul><ul><li>Integration capabilities </li></ul><ul><li>Excellent customer support </li></ul><ul><li>Platform for future growth </li></ul>Conclusion
  75. 76. PTFS Europe and ArchivalWare
  76. 77. ArchivalWare demonstration
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