Liberate Your Library Building A Scottish Consortium November 16th 2009

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Liberate Your Library Building A Scottish Consortium November 16th 2009

  1. 1. Open Source: Liberate your Library
  2. 2. Timetable <ul><li>10.30 - 10.40   Welcome and introductions – Keith Shell 10.40 - 11.00   PTFS Europe and Open Source – Nick Dimant 11.00 - 11.15   Evergreen overview – Jonathan Field 11.15 - 11.30   Costing and support model - Nick Dimant 11.30 - 12.10   Evergreen OPAC - Jonathan Field 12.10 - 12.45   Circulation - Nick Dimant 12.45 - 13.30    Lunch 13.30 - 14.00   Cataloguing - Jonathan Field 14.00 - 14.30   Acquisitions and Reporting - Jonathan Field 14.30 - 14.45   System configuration - Jonathan Field 14.45 - 15.00   General Discussion - All </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. 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>
  5. 5. 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><ul><li>E.g. Introducing charging for doing an upgrade </li></ul></ul><ul><li>Increasing costs </li></ul>
  6. 6. <ul><li>Is open source the answer? </li></ul>
  7. 7. 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>Bywater Solutions </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>
  8. 8. But no one uses open source? Application Originally Released Fact Apache Web Server 1995 serves 49.12% of all websites – June 2008 Linux Operating System 1991 Market share of new and used PCs running Linux is expected to grow from 3% in 2003 to 7% in 2008 Mozilla Firefox 2004 22.98% market share – August 2009 OpenOffice 1999 98 million downloads as of September 2007 – maybe 20% of business market MySQL 1995 25% market share, 50,000 downloads per day Java 1995 Today's six million Java developers are one of the largest communities of software developers
  9. 9. Impact in Libraries <ul><li>“ This is a time for major transition in the library automation industry and the open source software movement has found fertile ground among libraries ” </li></ul><ul><li>Open Source Integrated Library Systems, by Marshall Breeding, Library Technology Reports, Vol.44, Number 8, November/December 2008 </li></ul>
  10. 10. UK Government Open Source Announcement (Feb 2009) <ul><li>The government has today (24 February 2009) published a new policy on open source software that will ensure maximum value for money for taxpayers . There are three key aspects to the new policy I would like to draw your attention to: </li></ul><ul><ul><li>Open source software: the policy includes 10 actions that will actively help make sure the best possible, best value for money software solutions are put forward for tenders, be they open source or propriety products . </li></ul></ul><ul><ul><li>Open standards: the policy contains an explicit reference to open standards , ensuring systems are interoperable and avoiding getting locked in to a particular product where possible. </li></ul></ul><ul><ul><li>Re-use: the Government will look to re-use what it has already bought , with successful solutions being made available across government. </li></ul></ul><ul><li>The new policy reflects changes to both the open source market and the Government’s approach to IT . In setting out the ten actions we will make sure of a level playing field for Open Source Software , and encourage the use of Open Standards and re-use of software the Government has already paid for. </li></ul><ul><li>The new policy can be found at: http://www.cabinetoffice.gov.uk/cio/transformational_government/open_source.aspx </li></ul>
  11. 13. <ul><li>... and Open Source is free </li></ul>
  12. 14. Kittens are Free
  13. 15. There is a cost of ownership <ul><li>Staff time </li></ul><ul><li>Support costs </li></ul><ul><li>Infrastructure </li></ul>
  14. 16. Libre and gratis <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>
  15. 17. Impact in Libraries <ul><li>“ Open source systems such as Koha and Evergreen have entered the marketplace as routine options ” </li></ul><ul><li>Investing in the Future: Automation marketplace 2009, by Marshall Breeding, Library Journal, 1 st April 2009 </li></ul>
  16. 18. Library 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>Growing presence in UK </li></ul>
  17. 19. 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><ul><ul><li>Growing in the UK </li></ul></ul>
  18. 20. <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>June 2008 – Support of open source library management software </li></ul>
  19. 21. 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>
  20. 22. PTFS Europe <ul><li>Promoting open source library management systems – Koha and Evergreen </li></ul><ul><li>Promoting ArchivalWare digital library </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>
  21. 23. PTFS Europe – ArchivalWare Customers in 2008/9 <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>
  22. 24. PTFS Europe – Koha Customers in 2009 <ul><li>European Southern Observatory </li></ul><ul><li>Booz & Company </li></ul><ul><li>UN Food and Agriculture Organization </li></ul><ul><li>DAOS </li></ul><ul><li>CAMLIS </li></ul><ul><li>ICCROM </li></ul><ul><li>A major health think-tank </li></ul><ul><li>A small university in Europe </li></ul>
  23. 25. Some characteristics of Open Source Software <ul><li>Next generation technologies </li></ul><ul><li>Modern tools and environments </li></ul><ul><li>Standards based </li></ul><ul><li>Open </li></ul><ul><li>Multiple influences </li></ul><ul><li>Fast moving </li></ul><ul><li>User driven </li></ul><ul><li>Improved functionality – e.g. Firefox vs IE </li></ul>
  24. 26. http://www.slideshare.net/nengard/open-source-libraries
  25. 27. Open Source LMS software
  26. 28. Why promote both? <ul><li>Koha: </li></ul><ul><ul><li>small to medium libraries </li></ul></ul><ul><li>Evergreen: </li></ul><ul><ul><li>large libraries </li></ul></ul><ul><ul><li>consortia </li></ul></ul>
  27. 29. Benefits of Koha <ul><li>Web based throughout </li></ul><ul><li>Excellent Web 2.0 OPAC </li></ul><ul><li>Full suite of modules </li></ul><ul><li>Fast development environment </li></ul><ul><li>Low maintenance </li></ul><ul><li>Low cost </li></ul>
  28. 30. Benefits of Koha <ul><li>Wide range of standards supported: </li></ul><ul><li>MARC21, UNIMARC, MARCXML, Dublin Core, MODS, RSS, Atom, RDF-DC, SRW-DC, OAI-DC SIP2, COinS, EDIFACT </li></ul><ul><li>Fully internationalised </li></ul><ul><li>Rapidly growing user base worldwide </li></ul><ul><li>Rapidly growing European input on development plans </li></ul>
  29. 31. Benefits of Evergreen <ul><li>Unsurpassed consortial functionality </li></ul><ul><li>High performance </li></ul><ul><li>High throughput </li></ul><ul><li>Ergonomic client </li></ul><ul><li>Good standalone capability </li></ul><ul><li>Sophisticated administration </li></ul>
  30. 32. 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>
  31. 33. 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>
  32. 34. Procurement can be a major obstacle <ul><li>“ The Government will actively and fairly consider open source solutions alongside proprietary ones in making procurement decisions,” </li></ul><ul><li>Cabinet Office, Feb 9 th 2009 </li></ul><ul><li>But who do you contract with when you choose Open Source? </li></ul><ul><li>You can’t contract with a community? </li></ul>
  33. 35. PTFS Europe can make contractual commitments: <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>
  34. 36. 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>
  35. 37. 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>
  36. 38. Financial benefits <ul><li>No software license costs </li></ul><ul><li>Major savings on annual maintenance </li></ul><ul><li>Dramatically lower hosting costs </li></ul><ul><li>Lower daily rate for professional services </li></ul><ul><li>Annualised costing available </li></ul>
  37. 39. Sample pricing Up to 10,000 titles Up to 50,000 titles Up to 100,000 Titles Up to 250,000 Titles Annual support and hosting (SaaS) £4,000 p.a. £6,000 p.a. £7,000 p.a. £9,000 p.a. Installation and configuration £700 £700 £700 £1,400 Data conversion (bib, item, user, loan) £2,000 £4,000 £5,000 £8,000 Training and workshop £2,500 £3,000 £4,000 £5,500 Software development £0 £1,000 £2,000 £4,000 Total £9,200 £14,700 £18,700 £27,900
  38. 40. Changing times
  39. 41. But not
  40. 42. Implementation and Support Services from PTFS Europe
  41. 43. 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>Software development </li></ul><ul><li>Custom work </li></ul><ul><li>Hosting (SaaS) </li></ul>
  42. 44. Hosting <ul><li>High class data centre </li></ul><ul><li>We upgrade and patch the LMS and operating system </li></ul><ul><li>You still manage and control your LMS </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><ul><li>Your data delivered to you automatically </li></ul></ul><ul><li>Annual fee, but part of our standard LMS offering </li></ul>
  43. 45. Ongoing support <ul><li>Help Desk </li></ul><ul><li>Bug fixes </li></ul><ul><li>Upgrades done as part of standard service </li></ul><ul><li>Web based support: </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>
  44. 46. Software development <ul><li>Chargeable option </li></ul><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>
  45. 47. Software development some examples Feature Days Borrower name displays on loans in OPAC (config option) 2 English - English (Great Britain) 1 Fast-add in circulation 3 Integrate thesaurus with external web services 20
  46. 48. 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>
  47. 49. 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>
  48. 50. <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
  49. 51. <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?
  50. 52. <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?
  51. 53. Why doesn't your Library make more use of Open Source software?
  52. 54. 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>
  53. 55. You don’t have to do it yourself!
  54. 56. Jonathan Field – Technical Director [email_address] Keith Shell – Business Development Manager [email_address] Nick Dimant – Managing Director [email_address]
  55. 57. Timetable <ul><li>10.30 - 10.40   Welcome and introductions – Keith Shell 10.40 - 11.00   PTFS Europe and Open Source – Nick Dimant 11.00 - 11.15   Evergreen overview – Jonathan Field 11.15 - 11.30   Costing and support model - Nick Dimant 11.30 - 12.10   Evergreen OPAC - Jonathan Field 12.10 - 12.45   Circulation - Nick Dimant 12.45 - 13.30    Lunch 13.30 - 14.00   Cataloguing - Jonathan Field 14.00 - 14.30   Acquisitions and Reporting - Jonathan Field 14.30 - 14.45   System configuration - Jonathan Field 14.45 - 15.00   General Discussion - All </li></ul>

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