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Implementing KOHA in libraries
The Vikram Sarabhai Library Experience
H Anil Kumar
Librarian, Indian Institute of Management Ahmedabad
July 1, 2014
Open Source Software
• Software that is free
• Includes the original source code used to
create it
• Users can modify it
• Right of redistribution – new products!
• Software may be free but the distributor may
charge for services - customization,
installation, training, maintenance (AMC), etc
Open Source Software
• OSS is created and maintained by developers
collaborating across nations
• Release Early, Release Often and Listen to Users –
OSS development process (Linus’s Law)
• Outcome and its Quality (not Profit) that drives OS
developers – personal pride in seeing their working
solutions adopted
• IPR of OSS belong to anyone who helps to build it or
simply uses it
• IS NOT LOCKED BY ANY ONE VENDOR OR
INSTITUTION
Advantages of OSS
• Flexibility to customise
• No restriction on use
• Low cost
• Quality – distributed expertise
• Use of open standards
• Now - use of convenient platforms like windows
versions
• Developing a module for one customer (who pays)
benefits others.
• Since solution is adopted internationally – you have a
global product!
Disadvantages of OSS
• When we go for large customisation
– Unanticipated costs
– Integration with new versions
– Scalability and speed
– Internal expertise - management and adoption - different
from commercially available software
– Risk is high in institutional adoptions
– Success has many fathers and failure has none
• Lack of coordination in development (Indian
requirements!)
• Inadequate technical support need more choices
• No guarantee of addressing the bugs or regular new
versions or support
ILS and OSS
• Integrated Library System and library automation
• Quick and Continuous Change in technologies in and around
libraries
• ILS has not kept pace. Example: Web 2.0
• Collections have become digital
– Federated search, ERM, Discovery, etc
• Price is an issue – justified?
• Business models need to look at development partnerships
with vendors rather than just “sale and supply”
• At the most we have “maintenance and support
relationships”
ILS Trends
• Most commercial software are around many
decades and hence are mature.
• No space for new products?
• ‘Understanding’ of technology among library
professionals / users is better today than yester
years – hence demand for customisation has
increased
• Forced Migrations (Marshall Breeding)
– Vendor abandonment
– Need to move from legacy systems
– Exit from bad marriages with vendors
– Exit from bad marriages with consortia
ILS Software
• CDS / ISIS
• LIBSYS, Alice, SOUL, Libsuite, SLIM, etc
• Libsys Premia, Liberty, VTLS, New SOUL, etc
• Open Source Software solutions
Open Source ILS
Avanti /Micro LCS
Emilda
Evergreen
Firefly
Koha
LearningAccess ILS
Pytheas
Openbiblio
phpMyLibrary
PMB
New Gen Lib
WEBLIS
Why did we do it?
• Needed to upgrade
• User pressure
– Book recommendation
– Searching
– Web 2.0
• Looked at different options
– Upgrade Libsys
– VTLS, Liberty, etc
– OSS
• Zeroed onto OSS and then Koha
Things that were important
• Distinct digital space for Users
• Distinct digital space for Staff
• Good communication between system and
user
• Admin convenience in managing the work
• Flexibility in reports
Long process
• Identified support provider
• Discussions on planning and next steps
• Manpower planning
• Strategy
– Migrate the data
– Validate the existing records – decided to do it in Koha
– List the requirements
• Process
– Migration with help of IT staff
– All staff involved in drawing up the flow chart for each division
• Books (recommendation, acquisition, processing, etc)
• Periodicals
• Circulation
• OPAC
• Administration
Learning
• Involve all staff
• Identify support organisation
• Teach and train the service provider
• Change in mindset and approach to a new ILS
• Time is always short and implementation is always long –
in customisation
• Compromise on things that are staff centric and do not
compromise on user centric needs
• Adopt standard versions – do not go for large scale
customisation that needs to change the software
architecture
• Need to think of upgrading to new versions!
Summary
• Immediate returns:
– Recommendation process streamlined and transparent
– Book acquisition improved in efficiency
– User feedback is encouraging
– Circulation management has improved
– Integration with Discovery
• Future
– SMS integration and Mobile interface
– Serials and bound volumes management
• Helps in team building???
• It is a real challenge but a rewarding experience!
Thanks
anilkumar@iimahd.ernet.in

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Implementing koha at iima

  • 1. Implementing KOHA in libraries The Vikram Sarabhai Library Experience H Anil Kumar Librarian, Indian Institute of Management Ahmedabad July 1, 2014
  • 2. Open Source Software • Software that is free • Includes the original source code used to create it • Users can modify it • Right of redistribution – new products! • Software may be free but the distributor may charge for services - customization, installation, training, maintenance (AMC), etc
  • 3. Open Source Software • OSS is created and maintained by developers collaborating across nations • Release Early, Release Often and Listen to Users – OSS development process (Linus’s Law) • Outcome and its Quality (not Profit) that drives OS developers – personal pride in seeing their working solutions adopted • IPR of OSS belong to anyone who helps to build it or simply uses it • IS NOT LOCKED BY ANY ONE VENDOR OR INSTITUTION
  • 4. Advantages of OSS • Flexibility to customise • No restriction on use • Low cost • Quality – distributed expertise • Use of open standards • Now - use of convenient platforms like windows versions • Developing a module for one customer (who pays) benefits others. • Since solution is adopted internationally – you have a global product!
  • 5. Disadvantages of OSS • When we go for large customisation – Unanticipated costs – Integration with new versions – Scalability and speed – Internal expertise - management and adoption - different from commercially available software – Risk is high in institutional adoptions – Success has many fathers and failure has none • Lack of coordination in development (Indian requirements!) • Inadequate technical support need more choices • No guarantee of addressing the bugs or regular new versions or support
  • 6. ILS and OSS • Integrated Library System and library automation • Quick and Continuous Change in technologies in and around libraries • ILS has not kept pace. Example: Web 2.0 • Collections have become digital – Federated search, ERM, Discovery, etc • Price is an issue – justified? • Business models need to look at development partnerships with vendors rather than just “sale and supply” • At the most we have “maintenance and support relationships”
  • 7. ILS Trends • Most commercial software are around many decades and hence are mature. • No space for new products? • ‘Understanding’ of technology among library professionals / users is better today than yester years – hence demand for customisation has increased • Forced Migrations (Marshall Breeding) – Vendor abandonment – Need to move from legacy systems – Exit from bad marriages with vendors – Exit from bad marriages with consortia
  • 8. ILS Software • CDS / ISIS • LIBSYS, Alice, SOUL, Libsuite, SLIM, etc • Libsys Premia, Liberty, VTLS, New SOUL, etc • Open Source Software solutions
  • 9. Open Source ILS Avanti /Micro LCS Emilda Evergreen Firefly Koha LearningAccess ILS Pytheas Openbiblio phpMyLibrary PMB New Gen Lib WEBLIS
  • 10. Why did we do it? • Needed to upgrade • User pressure – Book recommendation – Searching – Web 2.0 • Looked at different options – Upgrade Libsys – VTLS, Liberty, etc – OSS • Zeroed onto OSS and then Koha
  • 11. Things that were important • Distinct digital space for Users • Distinct digital space for Staff • Good communication between system and user • Admin convenience in managing the work • Flexibility in reports
  • 12. Long process • Identified support provider • Discussions on planning and next steps • Manpower planning • Strategy – Migrate the data – Validate the existing records – decided to do it in Koha – List the requirements • Process – Migration with help of IT staff – All staff involved in drawing up the flow chart for each division • Books (recommendation, acquisition, processing, etc) • Periodicals • Circulation • OPAC • Administration
  • 13. Learning • Involve all staff • Identify support organisation • Teach and train the service provider • Change in mindset and approach to a new ILS • Time is always short and implementation is always long – in customisation • Compromise on things that are staff centric and do not compromise on user centric needs • Adopt standard versions – do not go for large scale customisation that needs to change the software architecture • Need to think of upgrading to new versions!
  • 14. Summary • Immediate returns: – Recommendation process streamlined and transparent – Book acquisition improved in efficiency – User feedback is encouraging – Circulation management has improved – Integration with Discovery • Future – SMS integration and Mobile interface – Serials and bound volumes management • Helps in team building??? • It is a real challenge but a rewarding experience!