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2015-06-11 /Namn Namn, Institution eller liknande
Integrating Open
Source Library Systems
Theodor Tolstoy
Andreas Hedström Mace
Stockholm University Library
2015-06-11 / Namn Namn, Institution eller liknande
LIBRIS
VIOLA KOHA
Union catalogue
SFX
EDS
libERM
Link resolver
Discovery Service
Printed materials
Electronic resources
Information supply systems
So… what’s LIBRIS?
(L)OPAC
LIBRIS
WEB SEARCH
LIBRIS
CATALOGUE
BIBLIOGRAPHIC
RECORDS
HOLDINGS
RECORDS
HOLDINGS
RECORDS
BIBLIOGRAPHIC
RECORDS
ITEMS
The (SUL) workflow in LIBRIS:
LOCAL
CATALOGUE
”Cultivating”
The Library Happens Elsewhere
Focus on Delivery not Discovery
OPAC Adventures
Enter: Viola
Background:
• Old ILL & book logistics system discontinued
• Complete rewrite based on existing, well estblished, work flows
Stack fetching
Faculty Office Delivery
Viola Outgoing
Stack call
Ill Request
Ill Request
Missing
books
National Ill
system
Interlibrary loans
Interlibrary Loan Requests
Purchase requests
National Ill Requests
Viola Incoming
Invoicing Circulation
National Ill
system
Proven usefulness - outside of Stockholm
● Linnaeus University live with Viola since march
● Hosted in Azure, cost approx. ≈1200€ per year
● Similar workflows, same ILS
Current development
● More robust & easier to maintain
– State Machine, better error handling
– Consolidation of business logic
● More generic and open
– More configuration
– More pluggable architechture
● Azure enabled
– Easy to try, deploy & maintain
Enter: Koha
Project areas:
Data quality
Educate staff
Workflows
Technology/
development
Co-operation &
communication
Development
Holdings &
locations
Metadata &
data quality
System
interaction
Usability
Technology
& service
Project
team
Project structure:
Koha (dis-)abilities
Supports plenty of workflows
Robust functionality
But, no functions for:
Handling orders (call slips)
Generating automatic invoices etc.
OAI-PMH
ILS-DI
svc/ HTTP API
SIP2
REPORTS
WEB SERVICE
Koha interoperability
Endpoints:
REST API (Soon)
www.koha-community.org
The big picture
The LIBRIS connection
Project goals:
• Adding items to the LIBRIS XL infrastructure
• Synchronization between LIBRIS and local
systems (OAI-PMH, REST API)
2015-06-11 /Namn Namn, Institution eller liknande
Towards a new architecture
Stack fetching
Faculty Office Delivery
Viola Outgoing
Stack call
Ill Request
Ill Request Invoicing
Missing
books
National Ill
system
Order flow today
Interlibrary Loan Requests
Purchase requests
National Ill Requests
Viola Incoming
Invoicing Circulation
National Ill
systemViola
Voyager
OPAC
LIBRIS
Koha
ViolaOPACLIBRIS
Order flow tomorrow
Interlibrary Loan Requests
Purchase requests
National Ill Requests
Viola Incoming
Invoicing Circulation
National Ill
system
Service
layer
Service layer
In order to
● Keep Koha simple
● keep Viola versatile
● keep the OPAC lightweight
● Enable more services:
– ERM
– Link resolver
– ... Koha
Viola
OPAC
LIBRIS
Service Layer
The way forward
Packaging for collaboration or
splitting it up for more use cases?
The way(s) forward
Cooperation
Cooperation
Viola
Koha
Service
layer
Code reuse
Stack
Fetching
Questions!
Resources on Viola: http://tinyurl.com/viola-elag

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Elag integrating open source

Editor's Notes

  1. Introduction to the work at SUL. Two major processes: Information supply & Publishing support.
  2. Simplified overview of Informations supply.
  3. How we work in LIBRIS: Catalogue in LIBRIS, push down to local system –add items. Information sent to web search interface.
  4. A key strategic decision. Move from working with own search interfaces to focus on delivery. One important result: seperating of flows for print and electronic. Example: our Discovery system does not have printed materials (catalogue). [Rick James]
  5. Historically we have worked at lot with our OPAC, but we will now move to use LIBRIS as our OPAC (LOPAC). Systems come and go: we are used to working with systems, have knowledge and experience. No fear!
  6. Talked about the stack fetching part last year
  7. The stack fetching part of Viola
  8. Only integrates with LIBRIS Interlibrary Loan system
  9. Went from two servers to four different containers including solr A few tweaks
  10. Less resposibility in the GUI Work will end in september.
  11. Koha introduction. Open source ILS originally created in New Zealand. Code base in Perl. Our old ILS was getting old, and won’t be developed further – need for a new system. Spent a year researching and testing (test migration with BibLibre). Important: we were only looking for a circulation system/module, not complete ILS (connection to earlier strategic decision).
  12. Decision to use Koha in December 2014. One year process of implementing. Goal to go live at the end of the year. Discuss current project areas.
  13. Project to big to be handled by only the project team: working groups established. All groups have member from the project group, who are responsible for their activity and providing the project team with information/feedback from the groups. Goals: more focus on one aspect of the process, and getting the staff involved. Very important! Also, not shown in the image, there are reference groups working on things like loan policy etc.
  14. Koha has several advantages, but also some drawbacks. The biggest concern for us is that some functionality that we would need is missing: handling orders first and foremost, but also a number of smaller issues. Many of these can be handled by Viola or other systems.
  15. The need for Koha to be able to communicate and work with other systems. There are a several endpoints that can be used, and our evaluation is that more or less everything we need is in place today. However, the need to have one stable and well-documented API: there is ongoing work with incorporating a REST API for Koha.
  16. We will be working with the Koha community: no forking! All development should be in the community Koha or not at all.
  17. Now that we have gone more in depth into the involved systems, it is time to zoom out again and look at the bigger picture on how to tie everyting together.
  18. First of is the LIBRIS connection. How it will communicate with our local systems. We have an onging project with LIBRIS, where goals are to add items to the LXL infrastructure so all cataloging can be done in LIBRIS and then pushed down to Koha for circulation. The synchronization between LIBRIS and local systems then becomes a key issue. We have only begun looking at this but the plan is to use OAI-PMH and LXL:s REST API for this. Koha is Marc based today, so this will have to be accounted for (LXL converts to Marc). Work is being done to implement ElasticSearch into Koha – the hope is that this will help with breaking down its Marc dependancy – but in the long term.
  19. Ska göras om lite, men den finns här för att visa vilka beställningar som flödar i nästa bild
  20. Problems replacing Voyager for Koha: While having quite extensive API support, which was our initial fear, Limited functionality in terms of holds, order types and statuses is the missing part here. Other options: Increasing OPAC responsibility is perhaps tempting but not a good long term solution Switching Viola and ILS
  21. Introducing a Service layer with the purpose of holding much of the business logic