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Open Source Movement
           in Libraries

                    Khalid Mahmood, PhD
      Professor of Library and Information Science
                           University of the Punjab



                                                      1
 1950s
  ◦ Companies were selling low priced software with
    hardware

 1960s
  ◦ On limited scale
  ◦ Developers at universities and research organizations
    shared code

 1970s
  ◦ Idea ended as programmers joined commercial firms to
    produce proprietary software




History
                                                            2
 1985

  ◦ Richard Stallman disagreed
    with proprietary philosophy,
    left MIT, and founded the
    Free Software Foundation
    (FSF)

  ◦ Authored GNU manifesto

  ◦ GNU project developed
    many complimentary
    programs



History…
                                   3
 1991

             ◦ Linus Torvalds, a 21-year old
               computer science student of
               Finland

             ◦ Started developing
               Linux/GNU operating system




History…
                                               4
   1998
    ◦ Netscape announced to release its web browser “Netscape
      Communicator 4.0” as an open source product

   1998
    ◦ The Open Source Initiative (OSI) was started by a group
      including Eric S. Raymond and Bruce Perens

   2002
    ◦ Mozilla was released based on Netscape code

   Recent years
    ◦ The movement has grown and produced many alternatives to
      well known proprietary products

History…
                                                                 5
Web Server Market Share
                          6
   The philosophy includes freedoms and
    collaborative processes to knowledge
    creation and dissemination.

   Like open content and open publishing




Open Movement Today
                                            7
   Free redistribution

   Source code

   Derived works
      The license must allow modifications and derived works, and must allow them to
      be distributed under the same terms as the license of the original software.

   Integrity of the author's source code
      The license may restrict source-code from being distributed in modified form
      ‘only’ if the license allows the distribution of "patch files" with the source code for
      the purpose of modifying the program at build time.

   No discrimination against persons or groups
      The license must not discriminate against any person or group of persons.

   No discrimination against fields of endeavor
      The license must not restrict anyone from making use of the program in a
      specific field of endeavor. For example, it may not restrict the program from
      being used in a business, or from being used for genetic research.




Open Source Definition
                                                                                                8
   Distribution of license
      The rights attached to the program must apply to all to whom the program
      is redistributed without the need for execution of an additional license by
      those parties.

   License must not be specific to a product
      The rights attached to the program must not depend on the program's
      being part of a particular software distribution.

   License must not restrict other software
      The license must not place restrictions on other software that is distributed
      along with the licensed software. For example, the license must not insist
      that all other programs distributed on the same medium must be open-
      source software.

   License must be technology-neutral
      No provision of the license may be predicated on any individual technology
      or style of interface



Open Source Definition…
                                                                                      9
   Ability to fit local needs
      Availability of the source code means that you can modify and enhance
      the software to more closely fit your own needs.

   No restrictions on use
      No restrictions on how the software is used and no invoices for each user
      license.

   Low cost
      No charge for the software itself. If other libraries share their efforts, each
      user’s cost is reduced. Pay only for needed support or any additional
      products & services if required. Even then huge savings than commercial
      software.

   Innovation
      With open source code, users keep-up innovating, improving which means
      often much faster development cycle when compared to proprietary
      software.


Open Source Strengths
                                                                                    10
   User-driven
      Traditional vendors focus on providing functionality meeting needs of
      the majority of their customers. In contrast, OSS features emerge from
      the community of users. This makes OSS development user-driven:
      you decide what features are important and deserve attention rather
      than a vendor.


   Collaboration
      Vibrant local, national and global user groups collaborate in creativity,
      development and trouble shooting.


   Transfer of technical know-how
      Being active member and part of OSS community, your team members
      will learn the minimum required know-how of software & technologies
      in use.




Open Source Strengths…
                                                                                  11
   Reliability
      OSS is peer-reviewed software, exposed to extreme scrutiny, with
      problems being found and fixed instead of being kept secret until
      the wrong person discovers. So the code base is more reliable than
      closed, proprietary software. Mature open-source code is as
      bulletproof as software ever gets. OSS evolves at astonishing
      speed. People improve it, people adapt it, people fix bugs.

   Security and stability
      Proprietary software, with 'closed' source code, support and future
      development rely solely on the resources of a single vendor. If the
      vendor goes down, so does your product support. In contrast, OSS
      rely on stable code bases developed and supported by many
      providers worldwide. As a result, libraries using OSS have more
      support options than those using proprietary software.

   No supplier lock-in
      Unlike proprietary software formats, Open Source software allows
      you to access the source code for your applications and store your
      data in open standard (non-proprietary) formats. As a result, you
      are not tied to any particular supplier.



Open Source Strengths…
                                                                            12
 Unanticipated     efforts
    An organization may find that it needs to do a great deal more work
    than anticipated to adapt the software exactly to the local needs.


  Lack   of coordination
    The decentralized development of open source software means that
    progress can be chaotic and there may be delays in addressing bugs.


  Inadequate     technical support
    Documentation tends to be limited and aimed at developers. There
    usually is limited technical support, especially for users of the
    software.


  Risk   of discontinuation
    Development or support may discontinue. The same risk exists with
    commercial options.


Open Source Weaknesses
                                                                          13
   Integrated library management
    system
       Koha
       Evergreen


   Digital library and repositories
       Dspace
       Eprints
       Fedora
       Greenstone

Open Source Movement in
Libraries
                                       14
   Metasearch resolver
      LibraryFind
      CUFTS


   OPACs
      VuFind
      SOPAC
      Backlight




Open Source Movement in
Libraries…
                          15
   LIS curriculum
     Koha and Greenstone at Punjab University

   Seminars
     LISolutions

   Training programs
     Koha, Greenstone, Zebra Server, MARCEdit by
      PakLAG
     Koha and Dspace by LISolutions and PLWO
     Greenstone by Mehran UET
Open Source Movement in
Pakistani Libraries
                                                    16
   Projects
     Koha at UMT, IIU, etc.
     Koha in Pakistan Legislative Strengthening Project
      (PLSP) of the USAID
     PakLAG Koha
     Koha by LISolutions
     Greenstone at Akhtar Hameed Khan Resource
      Center and United Nations
     Dspace in LUMS and Bahria University

   Research
     Muhammad Rafiq, Ata ur Rehman, Farasat
      Shafiullah
Open Source Movement in
Pakistani Libraries…
                                                           17
   Emerging movement in Pakistan

   Suitable for financially weak libraries

   Needs institutional support
     Higher education commission
     Professional associations
     Library schools
     Software houses for pay-for-support model
     Library consortia



Conclusion
                                                  18
Thanks for your patience

            and

Best wishes for this workshop



                                19

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Open source movement khalid-revised feb 2012

  • 1. Open Source Movement in Libraries Khalid Mahmood, PhD Professor of Library and Information Science University of the Punjab 1
  • 2.  1950s ◦ Companies were selling low priced software with hardware  1960s ◦ On limited scale ◦ Developers at universities and research organizations shared code  1970s ◦ Idea ended as programmers joined commercial firms to produce proprietary software History 2
  • 3.  1985 ◦ Richard Stallman disagreed with proprietary philosophy, left MIT, and founded the Free Software Foundation (FSF) ◦ Authored GNU manifesto ◦ GNU project developed many complimentary programs History… 3
  • 4.  1991 ◦ Linus Torvalds, a 21-year old computer science student of Finland ◦ Started developing Linux/GNU operating system History… 4
  • 5. 1998 ◦ Netscape announced to release its web browser “Netscape Communicator 4.0” as an open source product  1998 ◦ The Open Source Initiative (OSI) was started by a group including Eric S. Raymond and Bruce Perens  2002 ◦ Mozilla was released based on Netscape code  Recent years ◦ The movement has grown and produced many alternatives to well known proprietary products History… 5
  • 7. The philosophy includes freedoms and collaborative processes to knowledge creation and dissemination.  Like open content and open publishing Open Movement Today 7
  • 8. Free redistribution  Source code  Derived works The license must allow modifications and derived works, and must allow them to be distributed under the same terms as the license of the original software.  Integrity of the author's source code The license may restrict source-code from being distributed in modified form ‘only’ if the license allows the distribution of "patch files" with the source code for the purpose of modifying the program at build time.  No discrimination against persons or groups The license must not discriminate against any person or group of persons.  No discrimination against fields of endeavor The license must not restrict anyone from making use of the program in a specific field of endeavor. For example, it may not restrict the program from being used in a business, or from being used for genetic research. Open Source Definition 8
  • 9. Distribution of license The rights attached to the program must apply to all to whom the program is redistributed without the need for execution of an additional license by those parties.  License must not be specific to a product The rights attached to the program must not depend on the program's being part of a particular software distribution.  License must not restrict other software The license must not place restrictions on other software that is distributed along with the licensed software. For example, the license must not insist that all other programs distributed on the same medium must be open- source software.  License must be technology-neutral No provision of the license may be predicated on any individual technology or style of interface Open Source Definition… 9
  • 10. Ability to fit local needs Availability of the source code means that you can modify and enhance the software to more closely fit your own needs.  No restrictions on use No restrictions on how the software is used and no invoices for each user license.  Low cost No charge for the software itself. If other libraries share their efforts, each user’s cost is reduced. Pay only for needed support or any additional products & services if required. Even then huge savings than commercial software.  Innovation With open source code, users keep-up innovating, improving which means often much faster development cycle when compared to proprietary software. Open Source Strengths 10
  • 11. User-driven Traditional vendors focus on providing functionality meeting needs of the majority of their customers. In contrast, OSS features emerge from the community of users. This makes OSS development user-driven: you decide what features are important and deserve attention rather than a vendor.  Collaboration Vibrant local, national and global user groups collaborate in creativity, development and trouble shooting.  Transfer of technical know-how Being active member and part of OSS community, your team members will learn the minimum required know-how of software & technologies in use. Open Source Strengths… 11
  • 12. Reliability OSS is peer-reviewed software, exposed to extreme scrutiny, with problems being found and fixed instead of being kept secret until the wrong person discovers. So the code base is more reliable than closed, proprietary software. Mature open-source code is as bulletproof as software ever gets. OSS evolves at astonishing speed. People improve it, people adapt it, people fix bugs.  Security and stability Proprietary software, with 'closed' source code, support and future development rely solely on the resources of a single vendor. If the vendor goes down, so does your product support. In contrast, OSS rely on stable code bases developed and supported by many providers worldwide. As a result, libraries using OSS have more support options than those using proprietary software.  No supplier lock-in Unlike proprietary software formats, Open Source software allows you to access the source code for your applications and store your data in open standard (non-proprietary) formats. As a result, you are not tied to any particular supplier. Open Source Strengths… 12
  • 13.  Unanticipated efforts An organization may find that it needs to do a great deal more work than anticipated to adapt the software exactly to the local needs.  Lack of coordination The decentralized development of open source software means that progress can be chaotic and there may be delays in addressing bugs.  Inadequate technical support Documentation tends to be limited and aimed at developers. There usually is limited technical support, especially for users of the software.  Risk of discontinuation Development or support may discontinue. The same risk exists with commercial options. Open Source Weaknesses 13
  • 14. Integrated library management system  Koha  Evergreen  Digital library and repositories  Dspace  Eprints  Fedora  Greenstone Open Source Movement in Libraries 14
  • 15. Metasearch resolver  LibraryFind  CUFTS  OPACs  VuFind  SOPAC  Backlight Open Source Movement in Libraries… 15
  • 16. LIS curriculum  Koha and Greenstone at Punjab University  Seminars  LISolutions  Training programs  Koha, Greenstone, Zebra Server, MARCEdit by PakLAG  Koha and Dspace by LISolutions and PLWO  Greenstone by Mehran UET Open Source Movement in Pakistani Libraries 16
  • 17. Projects  Koha at UMT, IIU, etc.  Koha in Pakistan Legislative Strengthening Project (PLSP) of the USAID  PakLAG Koha  Koha by LISolutions  Greenstone at Akhtar Hameed Khan Resource Center and United Nations  Dspace in LUMS and Bahria University  Research  Muhammad Rafiq, Ata ur Rehman, Farasat Shafiullah Open Source Movement in Pakistani Libraries… 17
  • 18. Emerging movement in Pakistan  Suitable for financially weak libraries  Needs institutional support  Higher education commission  Professional associations  Library schools  Software houses for pay-for-support model  Library consortia Conclusion 18
  • 19. Thanks for your patience and Best wishes for this workshop 19