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Koha , Evergreen, and Voyager: A Comparison of Their Staff Modules

Koha , Evergreen, and Voyager: A Comparison of Their Staff Modules. Ten Years of Experience, A Future of Possibilities VALE / NJ ACRL/ NJLA CUS Tenth Annual Users' Conference Friday, January 9, 2009 Sharon Yang, Melissa A. Hofmann , and Meghan Weeks Rider University Libraries.

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Koha , Evergreen, and Voyager: A Comparison of Their Staff Modules

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  1. Koha, Evergreen, and Voyager: A Comparison of Their Staff Modules Ten Years of Experience, A Future of Possibilities VALE / NJ ACRL/ NJLA CUS Tenth Annual Users' Conference Friday, January 9, 2009 Sharon Yang, Melissa A. Hofmann , and Meghan Weeks Rider University Libraries

  2. Overview of the Presentation • Introduction • Open source & GNU General Public License • Open source ILS • Koha and Evergreen • Staff client comparison • Comparison of staff functions • Acquisitions • Cataloging • Circulation • System administration • Behind-the-scenes technologies • Cost analysis • Conclusion

  3. Introduction: Open Source & GNU GPL GNU General Public License • GNU is a recursive acronym for "GNU's Not Unix" • Free to run, study, modify, and redistribute the software • Support is not free Other open source licenses • Mozilla Public License • Creative Commons licenses • BSD License • Apache Software License • GNU Free Documentation License

  4. Introduction: Why Open Source ILS? Financial considerations Ability to tailor to fit local needs or customization No restrictions on use User driven vs. profit driven Dissatisfaction with current ILS No vendor lock-in

  5. Introduction: Open Source ILS • Avanti MicroLCS (http://www.avantilibrarysystems.com/) • Emilda, Finland (http://www.emilda.org) • Evergreen, US (http://evergreen-ils.org/) • Koha, New Zealand (http://koha.org) • Learning Access ILS, US (www.learningaccess.org) • NewGenLib, India (http://www.verussolutions.biz) • OpenBiblio (http://obiblio.sourceforge.net/) • PhpMyLibrary, Philippines (http://phpmylibrary.com/pml/) • PMB (PhpMyBibli), France (http://www.sigb.net) • PYTHEAS, US (http://web2.uwindsor.ca/library/leddy/people/art/pytheas/index.html) • OPALS, US (http://www.opals-na.org/opals-fac.html) • WebLIS, UNESCO & Poland (http://www.unesco.org/isis/) In conceptual stage: • OLE: The Open Library Environment (http://www.oleproject.org)

  6. Introduction: Koha & Evergreen • English language • More mature that other open source ILSs • More complete functions/modules • More users • Available technical support and planned future releases

  7. Comparison of Staff Modules: Koha, Evergreen, and Voyager “A thorough process of evaluating an integrated library system (ILS) today would not be complete without also weighing the open source ILS products against their proprietary counterparts." -Marshall Breeding, Chapter 4, "Open Source Integrated Library Systems"

  8. Comparison: Koha, Evergreen, and Voyager

  9. Comparison: Koha, Evergreen, and Voyager Note: Evergreen Acquisitions & Serials modules are currently under joint development by Equinox, Georgia Public Library Service, and several Evergreen libraries. No release date yet.

  10. Staff Client Comparison Koha-web browser Evergreen-locally installed client (Windows, Linux, Mac) CatC Voyager-locally installed client (Windows) Circulation Cataloging System Admin Acquisitions Cataloging Circulation System Admin

  11. Acquisitions Comparison

  12. Acquisitions cont.

  13. Koha Acquisitions: Issues for Libraries • Sample WALDO Requirements for Acquisitions before moving to Koha • Print out P.O. or email as PDF • Print cancellations and claim notices • Flag orders upon receipt (rush, hold, reserve, ILL) • Allow budget hierarchies • Print out listing of all fund codes • Standing order functionality • Serials acquisitions: EBSCO invoice handling, building POs for serial items, mark for automatic renewal) From: “WALDO Development Projects Enhancements for Academic Libraries, Core Development Projects,” June 2008 • Issues raised by Arcadia University: • Unable to search by order number • Unable to view a particular fund and see orders from that fund

  14. Evergreen Acquisitions Timeline • Evergreen Acquisitions and Serials Timelines (Beta, Early 2009) • Federated Z39.50/Evergreen Bibliographic Search • Basic Fund, Provider, Funding Sources, and Picklist management interfaces • Support for loading vendor order records for creating POs • PO creation from selected items • Initial receiving interfaces • Rich permissions infrastructure • Support for EDI ordering and acknowledgment • Support for creating brief bibliographic order records • 1.0 (Evergreen 2.0), Spring 2009 • Serials Check-in (prediction) • Distribution patterns • Automatic claiming • Later • Vendor web services for bib discovery • Amazon Discover API • Advanced shipment notification via EDI From: http://open-ils.org/dokuwiki/doku.php?id=acq:timeline

  15. Cataloging Comparison

  16. Cataloging cont.

  17. Cataloging cont.

  18. Circulation

  19. Circulation Comparison: Patron Search

  20. Evergreen Circulation Enhancements • Release candidate 1.4 (October 2008) • New interface for circulation rules • Credit card payments • Pre-overdue (reminder) notices • Release 2.0 (Winter 2008/2009) • Recalls • Reserves (Print and Electronic) • Release 3.0 and higher (2009 and beyond) • Netflix-style hold queues • Web based patron self registration From: http:// evergreen-ils.org/dokuwiki/doku.php?id=faqs:evergreen_roadmap

  21. Comparison: System Administration

  22. Behind the Scenes Technologies Koha (3.0) • Server software: Linux (Debian), Apache, MySQL, Perl • Client: web browser • Limitation: any amount of data that MySQL can handle Evergreen (1.2.4.0) • Server software: Linux (Debian, Gentoo, and Ubuntu), Windows (via a virtualized Unix-guest OS such as VirtualBox or Vmware) ,PostgreSQL • Client: Windows, Linux, Mac OS X, Evergreen Client Voyager (7.03) • Server: Solaris, Windows, Linux, Oracle • Client: Windows, Voyager client (Acquisitions, Cataloging, Circulation, Reporter, System Admin)

  23. Behind the Scenes Technologies: Installation According to a 2008 survey of 361 libraries of Koha, Evergreen and proprietary ILS, libraries did not choose Koha or Evergreen for three reasons (Riewe 2008): • Hard to install the system and some parts do not work. • Lack of good documentation • Lack of functionality

  24. Behind the Scenes Technologies: Labor Costs Initial labor cost may be higher than proprietary ILS. “The higher initial labor costs of open source ILSs in some categories corroborate the view that OSS requires greater technical sophistication to use than proprietary software” (Riewe 2008).

  25. Initial Cost of ILS Software, License fee, installation, configuration, migration of data, documentation, training (Riewe, 2008)

  26. Annual Cost of ILS Support Contract, Maintenance, License Fees (Riewe, 2008)

  27. Conclusion Staff Modules • Voyager • Koha • Evergreen OPAC • Koha • Voyager • Evergreen Libraries need to evaluate resources (budget, staffing, etc.) vs. needs

  28. Questions?

  29. References • Ayre, L. and Kress, L. (2008). Software requirements specification for the acquisitions module of an integrated library system. March 2008. Retrieved Jan. 5, 2009, from http://www.kcls.org/opensource/kcls-acquisitions-requirements.pdf • Breeding, M. 2008. Automation Marketplace 2008: Opportunity Out of Turmoil. Library Journal 133 (6), 32-38. • Breeding, M. 2007. Next-generation library catalogs. Library Technology Reports 43 (4). • Riewe, L. M. (2008). Survey of Open Source Integrated Library Systems.  Unpublished master's thesis, San José State University, 210 North 4th  Street San Jose, CA 95112 . Retrieved January/February, 2009, from  http://users.sfo.com/~lmr/ils-survey.html • The Evergreen Community. (n.d.). Evergreen [F&Q, documentation, download].      Retrieved January 8, 2009, from http://open-ils.org/ • “WALDO Development Projects Enhancements for Academic Libraries, Core Development Projects,” July 2008

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