An overview of implementing Open Source Library Systems JISC 20 March 2013

1. An overview of implementing Open Source Library Systems JISC20 March 2013 Nick Dimant – Managing Director nick.dimant@ptfs-europe.com

2. Agenda Current challenges Open source library systems Barriers to uptake Role of support companies such as PTFS Europe The Products Implementing a library system

3. Challenges for library automation • Shrinking budgets • Competing demands • Ageing technologies • Increasing costs • How do you stay relevant?

4. Are open source library systems an answer?

5. Open Source Software some characteristics • Next generation technologies • Modern tools and environments • Standards based, Open • Multiple influences • Fast moving • User driven • No license fees

6. Products

7. Barriers to uptake • How do I implement the system? • System instal and config • Data migration • Training • How do I support or upgrade it? • How do I integrate with other existing systems? • Can someone host the system for me? • Who can respond to a tender? • Service Level Agreement?

8. Solution Use a specialised support company

9. Koha support companies Over 40 companies worldwide – including: • BibLibre (France) • ByWater (USA) • LibLime (USA) • Catalyst (New Zealand) • BSZ (Germany) • Calyx (Australia) • Libriotech (Norway) • OSLO (Ireland) • Tamil (France) • PTFS Europe (UK) http://koha-community.org/support/paid-support/

10. PTFS Europe • Formed in 2008 • Growing range of supported products • Over 60 customers in 12 countries • Company currently growing at 25% p.a.

11. PTFS Europe Supported products: • Koha library management system • Evergreen library management system • VuFind resource discovery • Rebus:list resource management • WordPress for libraries – content management • CUFTS electronic resource management • ArchivalWare digital archive

12. 2008 • 2 small libraries known to be using Koha in UK • No Evergreen in the UK

13. Koha: UK Customers Booz & Co British Lib. of Development Studies Better Value Health Care CAMLIS Chesterfield College Dame Alice Owens School Defence Academy of the UK Department of Health Dyslexia Action ECRAN Halton Borough Council Health Protection Agency Heart of England NHS Trust consortium Herefordshire Health Libraries Kettering NHS Foundation Trust Kings Fund National Archives National Botanic Gardens Wales NFER Norwich Biosciences Institutes Pinsent Masons Planning Inspectorate Race Equality Foundation Royal Pharmaceutical Society Scottish Poetry Library Staffordshire University Tavistock and Portman NHS Trust Treasury Solicitor’s Department Universities UK University of Notre Dame (London) Worcestershire Health Libraries An international law firm

14. Koha: Customers in Europe and beyond Belgium: Flemish Cultural Heritage Organisation Finland: UN University Wider Germany: European College of Liberal Arts European Southern Observatory Italy: ICCROM UN Food & Agriculture Organisation Lithuania: European Humanities University Russia: Skolkovo Management School, Moscow Sweden: World Maritime University Switzerland: World Intellectual Property Rights Organization USA: South East Kansas Library Service

15. Other Products - 1 Evergreen Clackmannanshire Council East Dunbartonshire Council Stirling Council Western Isles Council Rebus:list British Lib. of Development Studies Planning Inspectorate Staffordshire University Swansea University Tavistock and Portman NHS Trust University of Sheffield Western Isles Council Douglas County, Colorado, USA Clackmannanshire Council East Dunbartonshire Council Stirling Council VuFind Planning Inspectorate Western Isles Council Clackmannanshire Council East Dunbartonshire Council Stirling Council Halton Borough Council Health Protection Agency ArchivalWare Planning Inspectorate Dept Communities & Local Gov Dept of Transport Irish Parliament Council of Europe York St John University

16. Other Products - 2 CUFTS National Archives British Lib. of Development Studies WordPress for Libraries Halton Borough Council Heart of England NHS Trust consortium Tavistock and Portman NHS Foundation Trust

18. Benefits of Koha • Web based throughout • Staff and public interfaces • Excellent Web 2.0 OPAC • Full suite of modules • Fast development environment • Low maintenance • Low cost

19. Benefits of Koha • Wide range of standards supported: MARC21, UNIMARC, MARCXML, Dublin Core, MODS, RSS, Atom, RDF-DC, SRW-DC, OAI-DC SIP2, COinS, OpenURL, EDIFACT, LDAP • Good UKCS fit • Fully internationalised • Large development and support community: • 40 companies worldwide providing support • 120+ individuals worldwide contributing code

20. Modules • Cataloguing • Acquisitions inc. EDI • Serials • Circulation • inc. self-service • ILL **New** • Reporting • OPAC

21. Koha OPAC • Enriched content • Amazon, Google Books, LibraryThing • Smartphone friendly • Social networking – Facebook, Twitter etc • Tagging, Commenting, Reviews • Public/Private Lists • FRBR • Zotero integration (COinS) • Integration with Summon, VuFind, EDS etc

22. Smartphone compatible

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24. Benefits of VuFind • Single point of access to range of information: • your library catalogue • digital archives • institutional repositories • Records are harvested and then indexed • Real time availability • Wide range of configuration options

26. Benefits of CUFTS • Standard electronic resource management • A-Z journal listing • Option for GODOT link resolver • Fully hosted

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28. Launched May 2012 • User base growing rapidly • Early implementers were academic libraries • Reading list management • Resource list management • Simple, elegant design • In development:

29. Implementation and Support Services from a support company

30. Financial benefits • No software license costs • Major savings on annual maintenance • Lower hosting costs • Pay only for the professional services you need

31. Typical Implementation Package • Installation and configuration of Koha • Data extraction from current LMS • Bibliographic and item • Users, Loans, Holds, Bills • Data conversion and loading into Koha • Two data loads included. Further loads if needed • Implementation workshop • Approx. 3-4 days training • Ongoing support • Hosting (SaaS)

32. Hosting • Hosted in secure environment • We upgrade and patch the LMS and operating system • You still manage and control your LMS • Minimal involvement from your IT department

33. Ongoing support • Help Desk • Bug fixes • Upgrades done as part of standard service • Web based support • Customer chat • Phone for critical calls

34. Integration and interoperability • Standards based, open, modern protocols • Finance systems • Student record systems • CRM • LLPG • SIP2 • LDAP, SAML, Shibboleth • OAI-PMH • Harvesting via VuFind, Summon etc • Business intelligence via SQL or web services

35. Evolution in the UK • Enhanced functionality: • EDIFACT EDI • ILL • SIP2 enhancements • Circulation and Acquisitions enhancements • Growing user base • Academic libraries • Public libraries • Special and government libraries • Health libraries • Legal libraries

36. Working with a support company • Best of breed library products and next generation technologies • High quality implementation and support services • Reduced cost • Increased autonomy • Opportunities to collaborate • Low risk

37. Want to know more? Seminar: Open Source for the academic library • Manchester Metropolitan University • 16th April • Product demonstrations and discussion • Booking and more info at: http://www.ptfs-europe.com/the-open-source-experience/

38. An overview of implementing Open Source Library Systems Nick Dimant – Managing Director nick.dimant@ptfs-europe.com