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