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Presentation to Western, FIMS LIS 514 Open Source Information Technology for Academic Libraries. Lynn Copeland Dean of Library Services Simon Fraser University February 1, 2007. Criteria for success – academic library. Culture of Collaboration Good staff Supportive Leadership
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Presentation to Western, FIMS LIS 514 Open Source Information Technologyfor Academic Libraries Lynn Copeland Dean of Library Services Simon Fraser University February 1, 2007
Criteria for success – academic library • Culture of Collaboration • Good staff • Supportive Leadership • Ongoing commitment • Willingness to change direction, rethink • Funding • Leading, not bleeding edge • Look beyond library borders • Indicators of success > Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Criteria for success – library open source IT • ‘Best’ way to fulfill unmet need • Culture of Collaboration bet. Systems and other departments • Good systems staff • Supportive Leadership • Ongoing commitment • Willingness to change direction, rethink • Funding (TCO) • Leading, not bleeding edge • Look beyond library borders Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Brief history of SFU Library – est 1965 • Characterized by: • collections to support the burgeoning curriculum, • discipline-based liaison services, • educational services, • interlibrary co-operation, and • innovative use of technology: • Automated circulation system • Automated serials list • Searched for integrated processing system > Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Brief history of SFU Library – 2007 Characterized by: • collections to support the burgeoning curriculum, • discipline-based liaison services, • educational services, • interlibrary co-operation, and • innovative use of technology > Western FIMSLIS 514 Lynn Copeland Dean of Library Services
SFU Library IT environment -- Public • ~ 300 public workstations • ~ 50 laptops for lending • Wireless ~30% (soon all) of Library • 1 adaptive workstation • Scanners, printers • GIS workstations • Tech support most of opening time Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Open source software • Open Source Initiative > • Source Forge > • Relationship to open content • Advantages of OSS Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Open source definition • Access to the source code • Free redistribution • Include source code • Modifications allowed • Integrity of author’s code • No discrimination Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Open source definition – cont’d • rights apply to all; no further required • Can’t restrict other software • Technology neutral • Hundreds of examples Western FIMSLIS 514 Lynn Copeland Dean of Library Services
GPL (GNU public licence) • Copy and distribute w. attribution; may charge fee for ‘delivery’ • Modification fine as long as: • Attribution • No fee • Distribution of object code conditions • SFU distributes programs under the GPL Western FIMSLIS 514 Lynn Copeland Dean of Library Services
SFU IT environment • Maintain, purchase own servers, workstations • Maintain, support, develop own software • Close collaboration with SFU IT depts • SFU IT maintains email, campus network ‘to the wall’ • Validated by reviews Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Software@SFU Library • Innovative Interfaces ILS (1994) • Relais (2006) • Refworks (2005) • Question point (BC-wide 2006) • EZproxy • MS Office • SPSS • ContentDM • … Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Open source Software@SFU Library Use: • Apache, linux, mySQL, DSpace, modPerl, PHP, various Source forge products Develop: • reSearcher suite • PKP software suite • Other small products eg cufts2marc Western FIMSLIS 514 Lynn Copeland Dean of Library Services
reSearcher - Origins • ELN 1989 • SFU OJAC proposal • ELN 1991 • SFU OJAC funded, developed • COPPUL 1995 • SFU GODOT funded, developed • Intended to make $$$ for COPPUL Western FIMSLIS 514 Lynn Copeland Dean of Library Services
reSearcher • CUFTS: Open Source Serials Management • GODOT: Open Source Link Resolving • dbWiz: Open Source Federated Searching • Citation Manager: Open Source Bibliographic Management Western FIMSLIS 514 Lynn Copeland Dean of Library Services
CUFTS • an online knowledgebase of full-text journal collections, • providing libraries with a searchable serials database for their web site, • MARC records for their catalogue, • direct to article OpenURL link resolving, • electronic resource management (ERM) tools. Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Godot: Where can I get this Western FIMSLIS 514 Lynn Copeland Dean of Library Services
SFU provides • Open source software • Support for a fee (annual or one-time) • Development for a fee Western FIMSLIS 514 Lynn Copeland Dean of Library Services
CUFTS + GODOT = SFX + Serials Solutions • Why? • Success measures? • Further development? Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Individual Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Public Western FIMSLIS 514 Lynn Copeland Dean of Library Services
PKP: Public Knowledge Project • federally funded research initiative • University of British Columbia and Simon Fraser University • seeks to improve the scholarly and public quality of academic research through the development of innovative online environments Western FIMSLIS 514 Lynn Copeland Dean of Library Services
PKP • has developed free, open source software for the management, publishing, and indexing of journals and conferences • To increase access to knowledge, improve management, and reduce publishing costs. Western FIMSLIS 514 Lynn Copeland Dean of Library Services
PKP software • OJS: Open journals system • OCS: Open conference system • PKP Open archives harvester Western FIMSLIS 514 Lynn Copeland Dean of Library Services
OJS Assists with every stage of the refereed publishing process from submissions through to online publication and indexing. Through its management systems, its finely grained indexing of research, and the context it provides for research, OJS seeks to improve both the scholarly and public quality of referred research. Western FIMSLIS 514 Lynn Copeland Dean of Library Services
OJS – how it works • OJS is installed locally and locally controlled. • Editors configure requirements, sections, review process, etc. • Online submission and management of all content. • Subscription module with delayed open access options. • Comprehensive indexing of content part of global system. • Reading Tools for content, based on field and editors' choice. • Email notification and commenting ability for readers. • Complete context-sensitive online Help support. Western FIMSLIS 514 Lynn Copeland Dean of Library Services
OCS • create a conference Web site • compose and send a call for papers • electronically accept paper and abstract submissions • allow paper submitters to edit their work • post conference proceedings and papers in a searchable format • post, if you wish, the original data sets • register participants • integrate post-conference online discussions Western FIMSLIS 514 Lynn Copeland Dean of Library Services
OCS v. 2 (Feb 2007) • manage conferences that occur more than once an expanded review system • e-mail template system • localization & translation tools • credit card payment for registrations • OAI and Google Scholar-compatible indexing • automated "thanks-for-submitting" messages • warning messages for impending deadlines • accept login/password for participants • optionally allow early access to papers • plug-ins (e.g. authentication, TinyMCE) Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Open Archives Harvester • harvest OAI metadata in a variety of schemas • Flexible search interface that allows simple searching and advanced searching • Ability to perform post-harvest and pre-indexing filtering/normalization on metadata. • User Interface with CSS and template-based HTML for easy customization. • Searching is highly scalable (creates an inverted index for searching). Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Some SFU open source software Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Open source software SFU Library is NOT using: Integrated Library Systems • Koha • Evergreen/Pines • OpenBiblio • PMB • Emilda Western FIMSLIS 514 Lynn Copeland Dean of Library Services
What we do with Open Source software • Synergies • CARL metadata harvester • CHODARR • Multicultural Canada • Theses digitization Western FIMSLIS 514 Lynn Copeland Dean of Library Services
The CARL Harvester • http://carl-abrc-oai.lib.sfu.ca • Hosted and managed by Simon Fraser University Library • Content: Journal articles, Learning objects Theses and dissertations, Photographs Images, Conference Papers Music scores, Data sets Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Open access to journals, IR content • Faculty impact factor is increased • Reduces reliance on for-profit increasingly concentrated journal publishers • Increases access to the results of research beyond academia Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Growth of Institutional Repositories Source: Institutional Archives Registry Western FIMSLIS 514 Lynn Copeland Dean of Library Services
SFU Institutional Repository • Hosted by SFU Library • Can provide ongoing access to SFU’s scholarly output • Articles, working papers, books, theses, data sets, computer programs, conference papers… • Existing content Western FIMSLIS 514 Lynn Copeland Dean of Library Services
Bulk loading: OCS feeds Dspace Western FIMSLIS 514 Lynn Copeland Dean of Library Services
SFU’s Institutional Repository Western FIMSLIS 514 Lynn Copeland Dean of Library Services
SFU Library digitization and online database ‘containers’ • ContentDM • Citation Manager • BRS (for now) • mySQL (for now) > Western FIMSLIS 514 Lynn Copeland Dean of Library Services