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Managing library
collections with friends,
favours and a spoonful of
sugar
SERVICES
Library Catalogue
Circulation – fines, reservations
Research Excellence Framework
Research Support –academics
School ID Cards
System:system processing
Data feeds into school public webpages
Library turnstiles – access control
2
Classic
Systems
Librarian
Classic
Information
Systems
CURRENT ENVIRONMENT
COLLECTIONS MANAGED
Print
Electronic
Institutional Repository
Archives & Special Collections
Digital Collections
Language Archive
3
4
SOAS DIGITAL COLLECTIONS
SOAS DIGITAL COLLECTIONS
Over 25 thousand digital resources grouped into
thumbs for ease of access:
• the Land of Braj
• Old Kanembu Islamic Manuscripts
• Ukiyo-e Art
• Palm Leaf Manuscripts
Powered by SobekCM
5
6
http://digital.soas.ac.uk/braj
http://digital.soas.ac.uk/okim 7
The Endangered Languages Documentation Programme
(ELDP) was founded in 2002 as part of the Hans Rausing
Endangered Language Project (HRELP) and renewed for a
further five years from 2015.
AIMS:
• to preserve and document endangered languages globally by
funding scholars worldwide to conduct field work
• to archive these documentary collections
• to make these resources freely available to researchers and
the participating communities --
http://www.eldp.net/en/our+projects/projects+list/
8
SOAS LANGUAGE ARCHIVE
ISIMJEEG ---Tanzania
https://elar.soas.ac.uk/Collection/MPI971096 9
Powered by VuFind
SOAS LANGUAGE ARCHIVE
Language
Archive
Technolog
y
http://elar.soas.ac.uk/
Services:
• Daily resource harvest
• Access management
• Requests for access
• Usage statistics
• Project pages
10
SOAS LANGUAGE ARCHIVE
https://elar.soas.ac.uk/Collection/MPI127613
11
SOAS LANGUAGE ARCHIVE
12https://elar.soas.ac.uk/Collection/MPI982753
SOAS LANGUAGE ARCHIVE
http://archives.soas.ac.uk/CalmView/
13
ARCHIVES & SPECIAL COLLECTIONS
http://archives.soas.ac.uk/CalmView/
Planned end-March 2017
14
SOAS DIGITAL LIBRARY
KUALI OLE at BLMS
15
16
• Based on the Kuali Enterprise Suite
• Well-structured system based around the Kuali Rice
middleware
• Evidence of support from Mellon Foundation
• Strong systems integration functions
• Strong governance via OLE foundation
• Compelling narrative about the “bottom up” design using
Library Subject Matter Experts
• Roadmap covers all existing functionality (ERM, KB+)
WHY KUALI OLE?
KUALI OLE at BLMS
17
19
PHASED INSTALLATION
Process Set LIVE date Rationale & Challenges
Phase 1 - Cataloguing and
Acquisitions
December 2014
Bibliographic records migrated into production-ready server
Acquisitions and Subject Librarians as targeted group to
enrich existing records
Phase 2 - Basic
Circulation and Full
Cataloguing &
Acquisitions
April 2015 Circulation: Borrow, return, renew
Phase 3 - Reservations June 2015 Circulation: Holds and Recalls via OLE Client and vuFind
Phase 4 - Notices and
Fines
September 2015 Courtesy and Overdue Notices -
Fines triggered and paid via OLE Client only
Fully functional LMS March 2016
20
SELF-SERVICE STATIONS
❖ Borrow
❖ Renew
❖ Return
21
https://openlibraryenvironment.atlassian.net/OLE-7536
...the sugar
22
REPEATED UPGRADES
Release version Set LIVE date Functions and Services
OLE 1.6.2 November 2015 Upgraded circulation processing
Customisation for Duke and Penn – partners
Outcome: The batch import doesn't work at all, so at present we cannot order
any new material, or do any overlays
OLE 2.0 May 2016 ERM- lite
End-of-year processing
Operational Reports
OLE 2.1 October 2016 Expanded circulations functionality
Configurable emails
OLE 3.0 February 2017 Full LOST item processing
Batch processing of Bibliographic data
TBC May 2017 sol-R upgrade
End-of-year processing
23
John Robinson, 2015-08-28
Further reading
• 10 ways to contribute to an open source project without writing code
• https://opensource.com/life/13/10/ten-ways-open-source-projects
•
SOAS experience:
• http://www.ariadne.ac.uk/issue74/barron
• https://www.soas.ac.uk/news/newsitem101924.html
• ‘Open-source systems and shared services: the BLMS experience – A case
study’
--http://www.johnrobinson.org.uk/blog/wp-content/uploads/2016/10/2016-05-03
_BLMS-Study-Web-version.pdf
Other implementers:
• CHICAGO:
https://foss4lib.org/sites/default/files/inline/Kuali%20OLE%20at%20the%20Uni
versity%20of%20Chicago%20Lib%20-%20Frances%20McNamara,%20Stuart%2
0Miller,%20Tod%20Olson.pdf
• https://foss4lib.org/case-study/uchicago
24

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Managing library collections with friends, favours and a spoonful of sugar

  • 1. Managing library collections with friends, favours and a spoonful of sugar
  • 2. SERVICES Library Catalogue Circulation – fines, reservations Research Excellence Framework Research Support –academics School ID Cards System:system processing Data feeds into school public webpages Library turnstiles – access control 2 Classic Systems Librarian Classic Information Systems
  • 3. CURRENT ENVIRONMENT COLLECTIONS MANAGED Print Electronic Institutional Repository Archives & Special Collections Digital Collections Language Archive 3
  • 5. SOAS DIGITAL COLLECTIONS Over 25 thousand digital resources grouped into thumbs for ease of access: • the Land of Braj • Old Kanembu Islamic Manuscripts • Ukiyo-e Art • Palm Leaf Manuscripts Powered by SobekCM 5
  • 8. The Endangered Languages Documentation Programme (ELDP) was founded in 2002 as part of the Hans Rausing Endangered Language Project (HRELP) and renewed for a further five years from 2015. AIMS: • to preserve and document endangered languages globally by funding scholars worldwide to conduct field work • to archive these documentary collections • to make these resources freely available to researchers and the participating communities -- http://www.eldp.net/en/our+projects/projects+list/ 8 SOAS LANGUAGE ARCHIVE
  • 9. ISIMJEEG ---Tanzania https://elar.soas.ac.uk/Collection/MPI971096 9 Powered by VuFind SOAS LANGUAGE ARCHIVE Language Archive Technolog y http://elar.soas.ac.uk/ Services: • Daily resource harvest • Access management • Requests for access • Usage statistics • Project pages
  • 13. http://archives.soas.ac.uk/CalmView/ 13 ARCHIVES & SPECIAL COLLECTIONS http://archives.soas.ac.uk/CalmView/ Planned end-March 2017
  • 15. KUALI OLE at BLMS 15
  • 16. 16 • Based on the Kuali Enterprise Suite • Well-structured system based around the Kuali Rice middleware • Evidence of support from Mellon Foundation • Strong systems integration functions • Strong governance via OLE foundation • Compelling narrative about the “bottom up” design using Library Subject Matter Experts • Roadmap covers all existing functionality (ERM, KB+) WHY KUALI OLE?
  • 17. KUALI OLE at BLMS 17
  • 18.
  • 19. 19 PHASED INSTALLATION Process Set LIVE date Rationale & Challenges Phase 1 - Cataloguing and Acquisitions December 2014 Bibliographic records migrated into production-ready server Acquisitions and Subject Librarians as targeted group to enrich existing records Phase 2 - Basic Circulation and Full Cataloguing & Acquisitions April 2015 Circulation: Borrow, return, renew Phase 3 - Reservations June 2015 Circulation: Holds and Recalls via OLE Client and vuFind Phase 4 - Notices and Fines September 2015 Courtesy and Overdue Notices - Fines triggered and paid via OLE Client only Fully functional LMS March 2016
  • 22. 22 REPEATED UPGRADES Release version Set LIVE date Functions and Services OLE 1.6.2 November 2015 Upgraded circulation processing Customisation for Duke and Penn – partners Outcome: The batch import doesn't work at all, so at present we cannot order any new material, or do any overlays OLE 2.0 May 2016 ERM- lite End-of-year processing Operational Reports OLE 2.1 October 2016 Expanded circulations functionality Configurable emails OLE 3.0 February 2017 Full LOST item processing Batch processing of Bibliographic data TBC May 2017 sol-R upgrade End-of-year processing
  • 24. Further reading • 10 ways to contribute to an open source project without writing code • https://opensource.com/life/13/10/ten-ways-open-source-projects • SOAS experience: • http://www.ariadne.ac.uk/issue74/barron • https://www.soas.ac.uk/news/newsitem101924.html • ‘Open-source systems and shared services: the BLMS experience – A case study’ --http://www.johnrobinson.org.uk/blog/wp-content/uploads/2016/10/2016-05-03 _BLMS-Study-Web-version.pdf Other implementers: • CHICAGO: https://foss4lib.org/sites/default/files/inline/Kuali%20OLE%20at%20the%20Uni versity%20of%20Chicago%20Lib%20-%20Frances%20McNamara,%20Stuart%2 0Miller,%20Tod%20Olson.pdf • https://foss4lib.org/case-study/uchicago 24