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Open Source Systems for Libraries: A New Approach to Resource Sharing   Eric H. Schnell  Prior Health Sciences Library The Ohio State University [email_address] Copyleft – 2001
“ Free” Software Free as in freedom (and as a free kitten) Little to do with price. It is about freedom  A program is free software, if there is:  freedom to run the program, for any purpose freedom to modify the program to suit needs  freedom to distribute modified versions of the program, so that the community can benefit from your improvements
Open Source A philosophy of software development  where: a community comes together to create computer programs  systems are developed out of mutual need and for economic advantage  informal networks are formed to create and support these applications
Why Open Source in Libraries? Commercial developers respond slowly Niche vendors gain monopoly Commercial product lifelines uncertain Release date teasers Program code is customizable Helps reduce annual software costs No software maintenance “fees”
Why Open Source in Libraries? Reduce service implementation timetable Reallocate funds to other needs Break away from the library system paradigm Creation of new resource sharing networks and  consortiums
Library Networks National  - OCLC, RLG  Statewide - OhioLink  Regional  - NNLM, CIC
Library Networks Purchasing discounts Monographs Serials Database access E-Journals Interlibrary loan  Special collections
Library Networks Libraries choose to participate in a given  network:  based on their interest on their ability to contribute to gain administrative advantage To gain economic advantage
OSLN – Open Sources Library Networks Open source networks reflect the traditional  values and philosophy of library networks  OSS and OSLN networks build relationships  because they share common goals Both support development of software  products that support the unique needs of  a specific user group  Both use a peer-review system of development
OSLN – Open Sources Library Networks MyLibrary (North Carolina State) Prospero (Ohio State) Free Reserves (Southern Illinois University) BioMail (SUNY Stonybrook) Internet Station Manager (Grand Rapids, MI PL)
OSLN vs. Homegrown Individual libraries often lack all the  human elements to create scalable  and portable systems ( coding, testing,  troubleshooting, user ed )  A network of libraries has a greater chance of  assembling a development team with a full  complement of skills
OSLN vs. Homegrown When the programmer of a  homegrown system leaves employment the  system gradually falls apart and dies OSLN community takes over the management  responsibilities of the most viable systems  and they continue to evolve
OSLN vs. Homegrown Homegrown systems are often  created in isolation with minimal  external feedback and support  The foundation of OSLN is a system of peer  review that is missing from most homegrown  projects
Getting Involved Libraries are always developing  applications  (delivering dynamic Web content,  interactive reference services, or image archive  systems) Many of these applications are kept in-house even  though they may be useful to other libraries  Libraries developing innovative solutions need to  consider becoming active open source  developers
Getting Involved By distributing OSS the library community is  able to benefit from a library's experience,  resources, and expertise  A library’s OSS project could benefit from the  community’s experience, resources, and  expertise New library networks and consortiums need to be  developed to support such initiatives
Developer Support Install an existing program play with it evaluate it provide feedback. Constructive and critical feedback is vital  Report errors and problems  helps clarify misconceptions users and potential users have about the application
User Support Documentation  installation manuals user guides Instructional materials  tip sheets  how-to guides Conference presentations  local, regional, national meetings   Write journal and newsletter articles
Development Support Programming  system security memory usage file permissions  error reports  suggest and construct technical solutions create new features create plug-in modules create derivative programs
Barriers to Participation Limited understanding Underestimating personal skill set Projects may not proactively recruit  Time  Administration support
Why OSS Projects Die Burn out Inability to acquire a critical mass of users  Loss of the leading developer  Forking
Establishment of library open source resource sharing networks will allow more libraries to provide high quality electronic patron services when they are needed….. … ..  not when the technology becomes commercially available

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Open Source Systems for Libraries: A New Approach to Resource Sharing

  • 1. Open Source Systems for Libraries: A New Approach to Resource Sharing Eric H. Schnell Prior Health Sciences Library The Ohio State University [email_address] Copyleft – 2001
  • 2. “ Free” Software Free as in freedom (and as a free kitten) Little to do with price. It is about freedom A program is free software, if there is: freedom to run the program, for any purpose freedom to modify the program to suit needs freedom to distribute modified versions of the program, so that the community can benefit from your improvements
  • 3. Open Source A philosophy of software development where: a community comes together to create computer programs systems are developed out of mutual need and for economic advantage informal networks are formed to create and support these applications
  • 4. Why Open Source in Libraries? Commercial developers respond slowly Niche vendors gain monopoly Commercial product lifelines uncertain Release date teasers Program code is customizable Helps reduce annual software costs No software maintenance “fees”
  • 5. Why Open Source in Libraries? Reduce service implementation timetable Reallocate funds to other needs Break away from the library system paradigm Creation of new resource sharing networks and consortiums
  • 6. Library Networks National - OCLC, RLG Statewide - OhioLink Regional - NNLM, CIC
  • 7. Library Networks Purchasing discounts Monographs Serials Database access E-Journals Interlibrary loan Special collections
  • 8. Library Networks Libraries choose to participate in a given network: based on their interest on their ability to contribute to gain administrative advantage To gain economic advantage
  • 9. OSLN – Open Sources Library Networks Open source networks reflect the traditional values and philosophy of library networks OSS and OSLN networks build relationships because they share common goals Both support development of software products that support the unique needs of a specific user group Both use a peer-review system of development
  • 10. OSLN – Open Sources Library Networks MyLibrary (North Carolina State) Prospero (Ohio State) Free Reserves (Southern Illinois University) BioMail (SUNY Stonybrook) Internet Station Manager (Grand Rapids, MI PL)
  • 11. OSLN vs. Homegrown Individual libraries often lack all the human elements to create scalable and portable systems ( coding, testing, troubleshooting, user ed ) A network of libraries has a greater chance of assembling a development team with a full complement of skills
  • 12. OSLN vs. Homegrown When the programmer of a homegrown system leaves employment the system gradually falls apart and dies OSLN community takes over the management responsibilities of the most viable systems and they continue to evolve
  • 13. OSLN vs. Homegrown Homegrown systems are often created in isolation with minimal external feedback and support The foundation of OSLN is a system of peer review that is missing from most homegrown projects
  • 14. Getting Involved Libraries are always developing applications (delivering dynamic Web content, interactive reference services, or image archive systems) Many of these applications are kept in-house even though they may be useful to other libraries Libraries developing innovative solutions need to consider becoming active open source developers
  • 15. Getting Involved By distributing OSS the library community is able to benefit from a library's experience, resources, and expertise A library’s OSS project could benefit from the community’s experience, resources, and expertise New library networks and consortiums need to be developed to support such initiatives
  • 16. Developer Support Install an existing program play with it evaluate it provide feedback. Constructive and critical feedback is vital Report errors and problems helps clarify misconceptions users and potential users have about the application
  • 17. User Support Documentation installation manuals user guides Instructional materials tip sheets how-to guides Conference presentations local, regional, national meetings Write journal and newsletter articles
  • 18. Development Support Programming system security memory usage file permissions error reports suggest and construct technical solutions create new features create plug-in modules create derivative programs
  • 19. Barriers to Participation Limited understanding Underestimating personal skill set Projects may not proactively recruit Time Administration support
  • 20. Why OSS Projects Die Burn out Inability to acquire a critical mass of users Loss of the leading developer Forking
  • 21. Establishment of library open source resource sharing networks will allow more libraries to provide high quality electronic patron services when they are needed….. … .. not when the technology becomes commercially available