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open_source [2022/05/27 11:48]
86.147.32.196
open_source [2024/02/27 06:25] (current)
paul [Open Source - general background]
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-====== Open Source background ======+==== Open library systems ==== 
 + 
 +**[[https://​www.kenchadconsulting.com/​wp-content/​uploads/​2022/​05/​Open-library-systems-Ken-Chad-May2022.pdf|Open library system – a new perspective**]]**//​. Ken Chad. Higher Education Library Technology [HELibTech] Briefing Paper No. 7, May 2022.// 
 + 
 +In the last decade or so open source software became a defining factor in how librarians perceived ‘open’ library systems. Open source library systems such as Koha gained market share were often seen in terms of a ‘battle’ with the more common proprietary solutions. With the rise of cloud computing, software ‘platforms’ have come to dominate. Because the solution is hosted in the cloud, rather than implemented on local servers, the underlying technology becomes of less concern. These platforms, including Library Services Platforms (LSPs) typically embrace open source components and combine them with proprietary solutions. The value of a ‘platform’,​ as opposed to a software ‘product’ comes not only from its own features, but from its ability to connect to external solutions, data, and processes. To do this it needs to be ‘open’ in terms of data and the ability to integrate, via (typically open) application programming Interfaces (APIs), with other products which may be developed by customers or provided by other independent software vendors (ISVs). This, open interoperability,​ perspective is now a more fruitful way to consider open library systems. 
 + 
 +**[[https://​www.kenchadconsulting.com/​wp-content/​uploads/​2022/​06/​Open_-Library_Systems_Ken_CHAD_UKSG_May2022.pdf|Open library systems – a new perspective]] Presentation at the UKSG conference May 2022** \\ 
 +Over the last decade or so, open-source software became, for many, the chief factor in defining open library systems. This paper argues the need for a new, wider perspective on open library systems.\\ 
 +====== Open Source ​- general ​background ======
  
 \\ \\
-[[http://​infteam.jiscinvolve.org/​wp/​2013/​09/​10/​the-benefits-of-open-source-library-systems/​|The Benefits of Open Source for Libraries]]\\ 
 By Ben Showers. Jisc 10 September 2013\\ By Ben Showers. Jisc 10 September 2013\\
 From the post:\\ From the post:\\
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 **• A richer library systems ecosystem**:​ A less direct impact of open source is a richer library systems ecosystem. This is both in terms of the library solutions available (a healthier marketplace with both proprietary and open solutions) and in terms of collaboration and engagement between libraries themselves. Libraries are able to collaborate and share code on the functionality and fixes they require. Indeed, there are open source systems such as Evergreen, which were developed as an open source library system for a consortial approach.\\ **• A richer library systems ecosystem**:​ A less direct impact of open source is a richer library systems ecosystem. This is both in terms of the library solutions available (a healthier marketplace with both proprietary and open solutions) and in terms of collaboration and engagement between libraries themselves. Libraries are able to collaborate and share code on the functionality and fixes they require. Indeed, there are open source systems such as Evergreen, which were developed as an open source library system for a consortial approach.\\
 \\ \\
-While these benefits are the headline grabbing ones, it might be argued there are more subtle, but none the less powerful benefits in the adoption of open source in libraries, especially within higher and further education. There are broader trends and themes emerging (and some fairly well entrenched) within the new information environment that make open source particularly timely for libraries. These developments include: open (linked) data; managing research data; open scholarship and science; Open content such as OERs; crowdsourcing,​ and, of course, open access. Open source solutions for the library fit very well into this broader open momentum affecting the academic world at present. Away from the academic world it is difficult not to notice the close correlation between the open, learning, sharing and peer-production culture libraries embody and that of the open source culture.So it may be that one of the **greatest benefits of adopting open source is that it mirrors the very philosophy and values of the library itself.** ​\\ +While these benefits are the headline grabbing ones, it might be argued there are more subtle, but none the less powerful benefits in the adoption of open source in libraries, especially within higher and further education. There are broader trends and themes emerging (and some fairly well entrenched) within the new information environment that make open source particularly timely for libraries. These developments include: open (linked) data; managing research data; open scholarship and science; Open content such as OERs; crowdsourcing,​ and, of course, open access. Open source solutions for the library fit very well into this broader open momentum affecting the academic world at present. Away from the academic world it is difficult not to notice the close correlation between the open, learning, sharing and peer-production culture libraries embody and that of the open source culture.So it may be that one of the **greatest benefits of adopting open source is that it mirrors the very philosophy and values of the library itself.**
-\\ +
-[[http://​www.preater.com/​2012/​10/​15/​free-software-and-cultural-change-at-libcampuk12/​|Free and Open Source software and cultural change, at Library Camp 2012]]. By Andrew Preater (@preater). October 2012\\ +
-Andrew focusses on the cultural issues…from the blog post:-\\ +
-//'​However,​ in the broader cultures of higher education we face various problems. In some ways the Four Freedoms are in opposition to the broader organizational culture we work in. We identify points of tension for universities and libraries as collaborative organizations working within power structures that do not necessarily agree with or support a collaborative approach. This is especially the case in our current political and financial climate, where increased competition between institutions will to an extent mitigate against a collaborative culture.'//​ +
-===== Introductory presentation =====+
  
-A useful and recent (June 2010) that sets the scene and covers some of the core issues: [[http://​www.kenchadconsulting.com/​wp-content/​uploads/​2010/​06/​Open-Source_KeynoteUKeig_KenChad_June-2010.pdf|What is Open Source? Why use it and who benefits]]. Keynote from Ken Chad at the UK e-information Group (UKeiG) annual seminar on 16 June 2010. Judith Hegenbarth, Academic Support Team Manager at the University of Birmingham has written a full [[http://​www.ukeig.org.uk/​elucidate/​issue/​meeting-report-getting-source-out-bottle-open-source-applications-information-sector|meeting report]] 
  
-===== Open Source ​Discovery ​=====+===== Open Source ​library systems ​=====
  
-==== VuFind ====+Wilson, Robert and Mitchell, James. Open source library systems: a guide. 2021. Rowman & Littlefield,​ Maryland
  
-At present only one HE library ​(University ​of Staffordshire) ​in the UK is has signed up for or implemented an Open Source LMS, although some (such as [[https://​catalogue.lse.ac.uk/​|LSE]] use the Open Source VuFInd '​Discovery Service'​ to supplement their LMS OPAC. The [[http://​www.slideshare.net/​Mark_H_Swansea/​open-libraries-vu-find|SWWHEP consortium in Swansea]]VuFind implementation is now in full use and can be viewed as the primary OPAC interface at Swansea University at [[https://​ifind.swwhep.ac.uk/|https://​ifind.swwhep.ac.uk/​]].+<font 12pt/​Calibri,​sans-serif;;​inherit;;​inherit>​There are several open-source discovery and library ​management systems. In terms of discovery Blacklight was released ​in 2009, VuFind in 2010 and Aspen in 2019. More recently, ​the community open-source Project Reshare<​sup>​ </​sup>​is developing a solution ​for resource sharing. From a higher education ​(HE) perspective ​the most significant library management systems (LMS/ILSare Koha and FOLIO.</font>
  
-==== Blacklight ​====+==== Koha ====
  
-**[[http://projectblacklight.org/​|Blacklight]] i**s a free and open source Vertical search/​discovery interface (a.k.a. “next-generation catalogue”) especially optimized for heterogeneous collections. You can use it as a library ​catalogue, as a front end for a digital repository, ​or as single-search interface to aggregate digital content that would otherwise be siloed.\\ +<font 12pt/Calibri,​sans-serif;;​inherit;;​inherit>​Although Koha has been around since 1999/2000, it did not figure in the higher education ​library ​landscape in the UK or US until decade laterThis was largely because ‘it lacked basic requirements (such as support ​for MARC records and record transfer through Z39.50), and it had only minimal capabilities ​for acquisitions,​ serials managementand other areas of functionality’These gaps were filled ​and, in the UK, Staffordshire ​University ​was the first to implement it in 2011.</​font>​
-What are some of the features? Blacklight uses solr, an enterprise-scale index for its search engineBlacklight features faceted browsing, relevance based searching (with the ability to locally control the relevancy algorithms), bookmarkable items, permanent URLs for every itemuser tagging ​of items.\\ +
-Who uses it? The University of Virginia Library ​and Stanford ​University ​Library are the primary development partners+
  
-==== eXtensible Catalog ====+<font 12pt/​Calibri,​sans-serif;;​inherit;;​inherit>​Koha was a web-based system from the start, which gave it a competitive edge over some other ILSs. Nevertheless,​ in functional terms, Koha is a conventional library system with a focus on the management of print materials. Electronic resource management capabilities are generally supported by integration with the separate open-source CORAL system. In terms of discovery, it does not support a central index (of typically ejournal content) so, where that is a requirement,​ libraries use it in conjunction with a proprietary discovery service such as EDS or Summon.</​font>​
  
-**[[http://​www.extensiblecatalog.org/​|eXtensible Catalog]]** comprises four software components that can be used independently to address a particular need or combined to provide an end-to-end discovery system to connect library users with resources+==== FOLIO ====
  
-===== Open Source ​library management ​=====+<font 12pt/​Calibri,​sans-serif;;​black;;​white>​The alpha version of the FOLIO (‘Future of Libraries Is Open’) library system was released in January 2018. It claims to move ‘beyond the traditional ​library management ​system to a new paradigm, where apps are built on an open platform’. It is</​font> ​  ​framed as a fundamentally new type of library platform, with ‘open source software, modular components, and a microservices-based technical infrastructure’. It can be considered the first open source library services platform (LSP). The Open Library Foundation, an independent not-for-profit organisation,​ hosts the project and the software company Index Data developed the initial platform. The initiative received, and continues to receive, ‘significant financial contributions’ from for-profit EBSCO.
  
-[[https://​americanlibrariesmagazine.org/​2016/​04/​22/​ebsco-kuali-open-source-project/​|EBSCO Supports New Open Source Project.]] Software for academic libraries will be developed collaboratively. By Marshall Breeding American Libraries. April 222016\\ +<font 12pt/Calibri,sans-serif;;​inherit;;​inherit>​FOLIO followed ​the demise ​of the earlier Kuali OLE (Open Library Environment) ​project ​that was active from 2007 to 2016. The Kuali OLE software was only implemented ​in three institutions:​ University ​of Chicago, Lehigh University, ​and SOAS Library ​of the University ​of LondonThe Open Library Environment organisation,​ which managed ​the Kuali OLE projecthas shifted its efforts from building its own software ​to supporting ​the FOLIO project.</​font>​
-"​Developers and librarians are working together to create a radically new, open source library services platform (LSP) aimed at transforming the technology academic libraries rely on. Backed by a multimillion-dollar contribution from EBSCO Information Services, ​the participants plan to fast-track production ​of the software, with early versions available by early 2018.If the yet-unnamed ​project ​sticks ​to its schedule and finds interest as lively as expected, it could open a new chapter ​in library technology at least as important as the advent ​of LSPs and the recent rounds ​of major company mergers and acquisitions."​\\ +
-\\ +
-Currently ​the two most prominent open source LMS options are **Koha** (koha-community.org) and **Evergreen** (evergreen-ils.org). Koha is [[http://​wiki.koha-community.org/​wiki/​Koha_Users_Worldwide|used internationally]] by thousands of libraries ​of all kindsIt is entirely web-based. Evergreen is used primarily in the US although it is starting to [[http://​evergreen-ils.org/​dokuwiki/​doku.php?​id=evergreen_libraries|gain traction outside of the US]].Both are supported by an assortment of services providershave links to live demo systems, and provide ​the software for downloading.+
  
-==== Evergreen ==== 
- 
-Project website: [[http://​evergreen-ils.org/​|http://​evergreen-ils.org]]\\ 
-Support Providers: [[http://​evergreen-ils.org/​dokuwiki/​doku.php?​id=faqs:​evergreen_companies|http://​evergreen-ils.org/​dokuwiki/​doku.php?​id=faqs:​evergreen_companies]]\\ 
-Demo Systems: [[http://​evergreen-ils.org/​dokuwiki/​doku.php?​id=community_servers|http://​evergreen-ils.org/​dokuwiki/​doku.php?​id=community_servers]]\\ 
-Supported in the UK by:-\\ 
-[[http://​www.ptfs-europe.com|PTFS Europe]] ([[http://​www.ptfs-europe.com/​|http://​www.ptfs-europe.com/​]])\\ 
-Contact:\\ 
-Nick Dimant\\ 
-Managing Director\\ 
-PTFS Europe\\ 
-[[mailto:​nick.dimant@ptfs-europe.com|mailto:​nick.dimant@ptfs-europe.com]]\\ 
-Mobile: +44 (0)7966 571704 
- 
-==== Koha ==== 
- 
-Project website: [[http://​koha-community.org/​|http://​koha-community.org/​]]\\ 
-Support Providers: [[http://​koha-community.org/​support/​paid-support/​|http://​koha-community.org/​support/​paid-support/​]]\\ 
-Demo Systems: [[http://​koha-community.org/​demo|http://​koha-community.org/​demo]]\\ 
-Supported in the UK by:-\\ 
-[[http://​www.ptfs-europe.com|PTFS Europe]] ([[http://​www.ptfs-europe.com/​|http://​www.ptfs-europe.com/​]])\\ 
-Contact:\\ 
-Nick Dimant\\ 
-Managing Director\\ 
-PTFS Europe\\ 
-[[mailto:​nick.dimant@ptfs-europe.com|mailto:​nick.dimant@ptfs-europe.com]]\\ 
-Mobile: +44 (0)7966 571704\\ 
-\\ 
-[[http://​www.kuali.org/​ole|Kuali OLE]] //'is the first system designed by and for academic and research libraries for managing and delivering intellectual information.//​ \\ 
-//A community of partners will deliver an enterprise-ready,​ community-source software package to manage and provide access not only to items in their collections but also to licensed and local digital content. Kuali OLE (pronounced oh-LAY, for Open Library Environment) features a governance model in which the entire library community can collaborate to own the resulting intellectual property.'//​ 
 ===== Open Source ERM systems ===== ===== Open Source ERM systems =====
  
 Open source solutions for Electronic Resource management are not so widely adopted for the management of e-resources and for print (ie LMS/ILS). Here are some examples: Open source solutions for Electronic Resource management are not so widely adopted for the management of e-resources and for print (ie LMS/ILS). Here are some examples:
  
-== CUFTS == +==   ​==
- +
-Simon Fraser University, Canada\\ +
-[[http://​researcher.sfu.ca/​cufts/​erm|http://​researcher.sfu.ca/​cufts/​erm]]\\ +
-ppraisal of reSearcher suite by University College Cork {{:​researcher_erm_suite_appraisal_by_uccork_may2012.pdf|reSearcher_ERM_suite_appraisal_by UCCork_May2012.pdf}}+
  
 == CORAL == == CORAL ==
  
-University of Notre Dame, Indiana, US\\ +CORAL is an electronic resource management system initially started by the University of Notre Dame’s Hesburgh Libraries'​. CORAL website ​[[http://coral-erm.org/|http://coral-erm.org/]]
-[[http://​erm.library.nd.edu/​|http://​erm.library.nd.edu/]]+
  
 == ERMES == == ERMES ==
  
-University of Wisconsin La Crosse\\ 
-[[http://​murphylibrary.uwlax.edu/​erm/​|http://​murphylibrary.uwlax.edu/​erm/​]]\\ 
-[[http://​ermesblog.wess.com/​|http://​ermesblog.wess.com/​]]\\ 
 Brief review: '​[[http://​libfocus.blogspot.co.uk/​2012/​06/​open-source-erm-through-ermes.html|Open source ERM through ERMes]]'​ By Alexander Kouker. Libfocus blog 29 June 2012 Brief review: '​[[http://​libfocus.blogspot.co.uk/​2012/​06/​open-source-erm-through-ermes.html|Open source ERM through ERMes]]'​ By Alexander Kouker. Libfocus blog 29 June 2012
  
-== Ematrix == 
- 
-State University of North Carolina\\ 
-[[http://​www.lib.ncsu.edu/​e-matrix/​|http://​www.lib.ncsu.edu/​e-matrix/​]]\\ 
-[[http://​www.youtube.com/​watch?​v=Q1qhZaZbg_o|http://​www.youtube.com/​watch?​v=Q1qhZaZbg_o]] 
- 
-===== Open Source Reading / Resource List Management Systems ===== 
- 
-[[http://​blog.lboro.ac.uk/​lorls/​|LORLS]] (Loughborough University) LORLS (Loughborough Online Reading List System) is a reading list management system developed by the Systems Team at Loughborough University Library and made available as open source. LORLS has been in use since June 2000 and recently has gone through a complete redevelopment. (See [[http://​www.ariadne.ac.uk/​print/​issue69/​knight-et-al|Redeveloping the Loughborough Online Reading List System]]. By Dr Jon Knight, Dr Jason Cooper and Gary Brewerton, 28 July 2012.) 
  
 ====== Additional Resources ====== ====== Additional Resources ======
  
-==== Selecting ​an open source ​ILS (LMS) ====+<font 11.0pt/​Calibri,​sans-serif;;​inherit;;​inherit>​McGarvey V, Staffordshire University’s Koha journey: taking an integrated approach to supporting ​an open source ​library management system, Insights, 2018, 31: 21, 1–7; DOI:</​font>​[[https://​doi.org/​10.1629/​uksg.411|https://​doi.org/​10.1629/​uksg.411]]
  
-[[http://eprints.rclis.org/bitstream/10760/15387/1/How%20to%20choose%20an%20open%20source%20ILS.pdf|How to Choose an Free and Open Source ​Integrated ​Library ​System, ]]\\ +<font 11.0pt/​Calibri,​sans-serif;;​inherit;;​inherit>​The FOLIO Open Source Library Services Platform. Tamir Borensztajn. EBSCO 2021.</​font>​[[https://www.researchinformation.info/sites/default/files/content/white-paper/​pdfs/​The FOLIO Open Source Library Services ​Platform (2).pdf|https://www.researchinformation.info/​sites/​default/​files/​content/white-paper/pdfs/​The%20FOLIO%20Open%20Source%20Library%20Services%20Platform%20%282%29.pdf]]
-By Tristan Müller. OCLC Systems & Services: International digital library perspectivesVol. 27, no. 1, 2011, pp. 57- 78.\\ +
-From the paper:-\\ +
-\\ +
-'​Findings:​ More than 20 open source ILS’s were submitted to this methodology but only 3 passed all the steps: Evergreen, Koha, and PMB. The main goal is not to identify the best open source ILS, but rather to highlight which, from the batch of dozen open source ILS, librarians and decision makers can choose from without worrying about how perennial or sustainable each open or free project is, as well as understanding which ILS provides them with the functionalities to meet the needs of their institutions.'​\\ +
-**[[http://www.galecia.com/​sites/​default/​files/​2011_EdgyLibrarian_OSOL.pdf|Open Source Open Libraries]]**Edgy Librarian 27th January 2011\\ +
-Useful Q & A on open source for libraries\\ +
-\\ +
-**[[http://opensource.califa.org/​|Open Source open libraries]]**US website '​empower libraries and library consortia by encouraging participation and collaboration in open source software products generally, and encouraging them to consider an Open Source Library System such as Koha or Evergreen'​. Have useful links to things like features of systems and updates on implementations and issues+
  
-**[[http://​lglibtech.wikispaces.com/Open%20Source%20library%20Systems|Breaking down the barriers for open source library systems]]** \\ +<font 11.0pt/inherit;;​inherit;;​inherit>​Open Source ​SoftwareNavigating ​the ecosystemMarshall BreedingAmerican Libraries1 November 2017</font>[[https://americanlibrariesmagazine.org/2017/11/01/open-source-software/|https://americanlibrariesmagazine.org/2017/11/01/open-source-software/]]
-**(link to full text)** \\ +
-By Ken Chad. Ken Chad Consulting Ltd\\ +
-This article was originally published in CILIP Library+Information Gazette in April 2009\\ +
-\\ +
-"​Surveying Higher Education (HE) in 2007, the JISC and SCONUL commissioned study on the Library management Systems (LMS) Market revealed no appetite to move to Open Source ​LMSs. ‘No respondents thought that it was likely that they would adopt an Open Source LMS’. Public libraries took a similar stanceA debate in August 2007 on the public library discussion list, LIS-PUB-LIBS uncovered, no enthusiasm for an open source LMSOne respondent commented, 'Open Source'​ is “not yet” for libraries - we need a watching brief'.'​Indeed the JISC/SCONUL LMS study came to a similar conclusion and in the section of the report entitled //Making Decisions// it recommended that libraries, ‘keep a watch on Open Source development’ Two years on and attitudes //are// changingIn April 2009 Karl Drinkwater, E-learning Adviser for the JISC Regional Support Centre Wales summarised (on the LIS-LINK listserve) some of the results of his investigations into Open Source. ‘It seems that a lot of institutions are considering the open source LMS route - most of those that responded were at this consideration stage, rather than implementation’. +
-==== Companies supporting open source library systems (in the UK) ==== +
- +
-[[http://​www.ptfs-europe.com/​|**PTFS Europe**]] provides the services needed to implement the Koha and Evergreen Library Management Systems. ​[[http://www.ptfs-europe.com/|http://www.ptfs-europe.com/]]\\ +
-\\ +
-[[http://​www.software.coop/​|**Turo Technology LLP** ]]is a partnership of workers called software.coop. It is "​computer-related services"​ worker cooperative [[http://​www.software.coop/|http://www.software.coop/​]]\\ +
-\\ +
-There are software-specific lists of [[http://​koha-community.org/support/paid-support/|Koha support providers]] and [[http://evergreen-ils.org/dokuwiki/​doku.php?​id=faq:​evergreen_companies|Evergreen support providers]] on their sites.+
  
  
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