Open Source:Liberate your Library

Jonathan Field – Technical DirectorKeith Shell – Business Development Manager

Nick Dimant – Managing Director

Timetable

Morning: The open source option and Evergreen

Lunch

Afternoon: ArchivalWare Digital Library

16.00 close

Agenda

Overview of the library automation marketThe open source optionThe role of PTFS EuropeImplementing an open source solutionThe Products

Good luck Wirral!!!

Current state of the Library Management System market

• Stagnant, mature market• A few main vendors• Domination of private equity companies • Confusion over product direction– Discontinuation of systems

Current Frustrations• Slow pace of development (low ROI)– Patch and mend– Little new development

• Functionality lag– Lack of Web 2.0 capability

• Ageing technologies– E.g. Unicorn/Symphony 30 year old technology

• Declining levels of customer service• Increasing costs

Is open source the answer?

What is Open Source Software (OSS)?• A worldwide community develops and maintains it• You can download and instal it yourself• You can modify it yourself• There are companies whose business model is to help you

implement and support it, e.g.:– Biblibre– Equinox– PTFS– Index data – Alpha G

• Free from lock in with single supplier• The software is free

Kittens are Free

There is a cost of ownership

• Staff time• Support costs• Infrastructure

So, it’s not free, but ....

• Lower implementation costs• Cheaper on-going costs• Freedom to move between vendor• Freedom to develop what you want• Freedom to collaborate and share• Freedom to move quickly

Market share

• OSS LMS is now largest single source of new name installations in North America – outstripping proprietary vendors

• Good presence in Indian market• Good presence in France• Minimal presence so far in UK

Where is OSS successful?

Where there are capable local support bases:– USA– Canada– India– France– Australia and NZ

The leading provider of digital archiving solutions in North America

• Formed in 1995 - desktop imaging, integrated library systems and custom search systems

• First release of ArchivalWare digital archiving solution - 2000

• ArchivalWare 4.3 released September 2009• June 2008 – Support of open source library

management software

PTFS Customers – Partial listLibraries – Public• Whittier Public Library• Independence Township LibraryLibraries - Government• National Library of Medicine• U.S. Geological Survey• Federal Communications Commission (FCC)• Naval Research Laboratory• Department of Justice• U.S. Marine Corps (16 locations World Wide)• U.S. Air Force• U.S. Army• U.S. Attorney’s Office• Department of State• Library of Congress• Administrative Office of U.S. Court• U.S. Customs Service• International Trade Commission Library• Army Heritage Education Center (AHEC)• Department of LaborAssociations• International Monetary Fund (IMF)• American Chemical Society

Libraries – Academic• Southern Oregon University• National Defense University• George Washington UniversityGovernment Institutions – non-library• National Archives and Records Administration• Department of Interior (Labatt)• Department of Defense (Joint Chiefs)• National Security Agency• National Institutes of Health• Office Secretary of Defense (OSD)• National Geospatial Intelligence Agency (NGA)Museums• Smithsonian Institution• Museum of African American HistoryCommercial• National Geographic• Chicago TribuneLibraries - State• Utah Government• New Hampshire State Library

PTFS EuropeA company formed to distribute and support the

software products of PTFS, Inc• Local presence• Local expertise• Local training• Local support• Focused on European context• Backed up by major US presence

PTFS Europe – Customers in 2008/9

ArchivalWareYork St John University Department for Communities

and Local Government / Department of Transport

Planning Inspectorate Council of Europe Irish Parliament

KohaEuropean Southern ObservatoryBooz & CompanyUN Food and Agriculture

OrganizationDame Alice Owens SchoolCAMLISICCROM

PTFS now also support open source library management system (LMS) software

Open Source LMS software

• Evergreen or Koha LMS• SaaS or standalone• Significant cost savings• Fast development• Major benefits

Why promote both?

• Koha:– focus on special and college libraries– focus on international organisations

• Evergreen:– focus on university and public libraries– focus on consortia

How PTFS Europe can help

• Centre of excellence for open source LMS software

• Wealth of experience in library automation

• Commercial organisation with proven track record

Procurement

Procurement can be a major obstacle;PTFS Europe can make contractual commitments• Tender response• Functionality• Timescales• Cost• Support contract

It is not just the softwareIt is not just the software

• A new kind of business environment• A new kind of business model• Collaboration between OSS suppliers• Partnership between supplier and customer

PTFS: a business for the 21PTFS: a business for the 21stst century century• Virtual office

– IM, Skype and web conferencing– Virtual switchboard– Virtual infrastructure– Outsourced accounts and finance

• Very low non-salary costs• No commuting overhead• Relies on having high quality staff• Major price advantage over the 20th century companies

Financial benefitsFinancial benefits• No software license costs• Major savings on annual maintenance• Significantly lower hosting costs• Lower daily rate for professional services– Implementation– Training– Custom work– Software development

Implementation and Support Services

from PTFS Europe

Implementation• Project Management• Installation and configuration of LMS• Data conversion and loading into LMS• Implementation workshop• Training• Custom reports• Custom programming• Advanced configuration

Hosting• We manage the server for you• You still manage and control your LMS• We upgrade and patch the LMS and operating system• Minimal involvement from your IT department• Command line access if you want it• Automatic local backup• High class data centre– Secure, Resilient– 365 days a year, 24/7

• Annual fee, but part of our standard LMS offering

Ongoing support

• Web based:– Open calls– Update calls– Review calls– Close calls

• Phone for critical calls

Software development

• When is a bug not a bug?• Refine the workflow• Develop functionality• Provide whole new capabilities• Integration and interoperability• FAST development and lead times

Software developmentsome examples

Feature Days

Borrower name displays on loans in OPAC(config option)

2

Text of claim notice dependent on language of vendor

3

Fast-add in circulation 3

“Use item” capability 1

Managing Open Source

• Updating code repository• Keeping up to date with developments• Applying bug fixes• Regular upgrades• “Release little, release often”

Share development with other users?

By collaborating and sharing development costs with other users more options become possible.

InterLibrary Loans (ILL) ?

Federated Searching ?

Forming a consortium?

PTFS can help co-ordinate these initiatives

• A survey November-December 2008• Carried out by Ian Haydock, Keele University

The use of Open Source software by UK Higher Education libraries

• We are unaware of what software is available (9)• We need software which is not currently available via Open

Source (4)• We don't have time or staffing to set up these applications

(19)• We don't have time or staffing to maintain these applications

(23)• Paid-for systems offer better support in a crisis (8)• Our institution restricts use of Open Source software (4)

Why doesn't your Library make more use of Open Source software?

• We are unaware of what software is available (9)• We need software which is not currently available via Open

Source (4)• We don't have time or staffing to set up these applications

(19)• We don't have time or staffing to maintain these

applications (23)• Paid-for systems offer better support in a crisis (8)• Our institution restricts use of Open Source software (4)

Why doesn't your Library make more use of Open Source software?

Why doesn't your Library make more use of Open Source software?

The advantages of working with PTFS Europe

• Benefits of open source software and next generation technologies

• High quality implementation and support services• Reduced cost• Increased autonomy• Opportunities to collaborate• Fast development• Low risk

The best of both worlds

You don’t have to do it yourself!

Jonathan Field – Technical Directorjonathan.field@ptfs-europe.com

Keith Shell – Business Development Managerkeith.shell@ptfs-europe.com

Nick Dimant – Managing Directornick.dimant@ptfs-europe.com

PTFS Europe and

ArchivalWare

Overview of PTFS and ArchivalWare

Demonstration

Questions

Agenda

The leading provider of digital archiving solutions in North America

• Formed in 1995 - Focus on desktop imaging, integrated library systems and building custom search systems

• First release of ArchivalWare digital archiving solution - 2000

• ArchivalWare 4.3 for release Sept. 2009• Best of breed

PTFS Customers – Partial listLibraries – Public• Whittier Public Library• Independence Township LibraryLibraries - Government• National Library of Medicine• U.S. Geological Survey• Federal Communications Commission (FCC)• Naval Research Laboratory• Department of Justice• U.S. Marine Corps (16 locations World Wide)• U.S. Air Force• U.S. Army• U.S. Attorney’s Office• Department of State• Library of Congress• Administrative Office of U.S. Court• U.S. Customs Service• International Trade Commission Library• Army Heritage Education Center (AHEC)• Department of Labor• Utah Government Publications• New Hampshire State Library

Libraries – Academic• Southern Oregon University• National Defense University• George Washington UniversityGovernment Institutions – non-library• National Archives and Records Administration• Department of Interior (Labatt)• Department of Defense (Joint Chiefs)• National Security Agency• National Institutes of Health• Office Secretary of Defense (OSD)• National Geospatial Intelligence Agency (NGA)Museums• Smithsonian Institution• Museum of African American HistorySirsiDynixUSA: Public and Academic Libraries,Government Institutions, CommercialInternational: (Canada, New Zealand, Chile,Greece)Commercial• National Geographic• Chicago TribuneAssociations• International Monetary Fund (IMF)• American Chemical Society

• Promoting ArchivalWare digital library system• Promoting open source library management systems

– Evergreen and Koha• Local presence• Local expertise• Local training• Local support• Focused on European context• Backed up by major US presence

PTFS Europe

• York St John University• Department for Communities and Local

Government / Department of Transport• Planning Inspectorate• Council of Europe• Irish Parliament

PTFS Europe – ArchivalWare Customers 2008/9

• Institutional repository• Photos, videos, audio, text• Local server

York St John University

Circulars & Departmental PublicationsParliamentary and LegislationSaaS (hosted)February 2008

Communities and Local Government / Department of Transport

Adopted texts and grey literature Posters Collection of digitised audio-recordings 50,000+ documents Hyperion migration SaaS (hosted) July 2008

Council of Europe

• Circulars• Departmental Publications• Further applications being

considered• Local server• June 2008

Planning Inspectorate

What we do

• Web-based• Full text search and retrieval system• Build, manage & integrate digital archives• High volume capture and production tools• Advanced admin features• Standards based• Outstanding retrieval capability

ArchivalWare

PhotographsNewspapersManuscriptsTechnical reportsLiterature collectionsFilm clipsThesesJournals

Anything digital!

Type of archive?

Benefits of ArchivalWare

• Outstanding retrieval capability• Wide range of searchable documents:– PDF, DOC, PPT, XLS, TXT, HTML, MHTML etc

• Thesauri and semantic dictionaries• Multilingual and cross lingual searching• Wide range of viewable objects:– MOV, FLV, WMV, JPEG, TIFF etc

• Current Awareness/SDI• End user submission of material• Integration with library OPAC or other systems (VLE’s,

portals etc.)

Benefits for end users

• Entirely web based• Automatic metadata creation:– Using file structure or document properties

• Automatic thumbnail creation• Automatic creation of PDFs:– Word, Excel, PowerPoint, TIFF, JPG, GIF– PDF to PDF(A) conversion

• Document level security• Integration capabilities:

– API, OAI-PMH, Z39.50, EAD, METS, MARC21, Dublin Core

• Google Analytics

Benefits for staff

Google Analytics

• Periodically crawls internet and intranet sites• Harvests:– documents and metadata– web pages

• Checks if any changes to data have been made – if so, harvests them

• Loads into ArchivalWare

Spidering

• Redaction • Payment integration• Google Earth integration

Other modules/capabilities:

Google Earth integration

Software as a Service(SaaS)

• We manage the server for you• You still manage and control your archive• Located at world class data centre in UK– Security– Resilience– 365 days a year, 24/7

• High resolution versions of documents can be held locally– Performance– Security

• Annual fee, no software purchase cost

SaaS?

Integration withother systems

• Library Management Systems• Virtual Learning Environments• Corporate Portals• Payment Systems

• Partnerships include Talis, Civica

Integration

Conclusion

• “Best of breed” technology• Solid customer base• Responsive to local needs• Integration capabilities• Excellent customer support• Platform for future growth

Conclusion

PTFS Europe and

ArchivalWare

ArchivalWare demonstration