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Presentation by Mark Hughes on Open Source at the UKeiG in June 2010
Citation preview
www.swansea.ac.uk/lis
VuFind – Using Open Source for Resource Discovery
Mark Hughes
Head of Collections, Swansea University
UKeiG Annual Seminar 16th June 2010
www.swansea.ac.uk/lis
Experiment…
For the tweeters…
Post technical questions to:
http://twitter.com/L_OS_Cymru
..and he’ll try & answer them ‘live’ during & after the presentation
www.swansea.ac.uk/lis
Coming up…
• Background
• Why VuFind?
• Making it work…
• Challenges &
solutions
• Lessons learned
• Where do we go from
here?
Library Technical Assistant, University of Toledo/U.S. Office of Education, 1973
www.swansea.ac.uk/lis
Background : 1
•HEFCW funding – “South
West Wales Higher Education
Partnership”
•‘Virtual Academic Library
Project’ - £1 million
•“An holistic approach to
library and information
provision between Swansea
University, Swansea
Metropolitan University and
Trinity College Carmarthen”
www.swansea.ac.uk/lis
Background : 2
3 person project team
• RFID
• Shared Storage Facility
• Reciprocal Borrowing
• Site Delivery Service
• Shared Discovery
• ..inc Federated Search
..£60k over 2.5 years
http://www.foxdata.com/devsuite/project_planning/common/images/project_plan_gantt_chart_2.gif
www.swansea.ac.uk/lis
Background : 3
Open RFID In Libraries
Specification (ORILS)
• Released under CCA
Share Alike licence
• Community Driven
• Used in 12+
procurements already
www.swansea.ac.uk/lis
Background : 4
Relais ILL
• Shared resource delivery
• Commitment to providing
Open Source product
• ..though this has not yet
happened
www.swansea.ac.uk/lis
Why VuFind? : 1
Requirements
• 3 LMS's = 1 discovery
interface
• Ex Libris, Sirsidynix, Talis
• Full 'next generation'
interface
• Powerful search function
• Customisable
• Integrate Federated Search
• Cost http://nise.uncc.edu/images/requirements.jpg
www.swansea.ac.uk/lis
Why VuFind? : 2
Options
• Primo
• Talis Prism
• Encore
• Aquabrowser
• WorldCat Local
• ..or Open Source!
• VuFind
• SOPAC
• Blacklight
www.swansea.ac.uk/lis
Why VuFind? : 3
Proprietary ruled out on:
• Functionality
• Cost
• Timescale
• Flexibility
...leaving Open Source
.. Federated Search?
www.swansea.ac.uk/lis
Why VuFind? : 4
..and what about
Federated Search?
Proprietary
Support & Knowledge
Base
Integration capabilities
Metalib with SFX
Single server
3 instances
Xerxes OSS ‘Front End’
www.swansea.ac.uk/lis
Why VuFind? : 5
VuFind chosen
Most complete
Strong community
Flexible
Stable
Open Standards
(APIs)
Easy to set up
Known
technologies
'Lowest risk'
http://vufind.org/
www.swansea.ac.uk/lis
Making it work : 1
VuFind chosen
Most Complete
Strong community
Flexible
Stable
Easy to set up
Known
technologies
'Lowest risk'
www.swansea.ac.uk/lis
Making it work : 2
www.swansea.ac.uk/lis
Making it work : 3
www.swansea.ac.uk/lis
Making it work : 4
'Vanilla' Installation
Working with single site
in days
Started multi-site driver...
Change of staff
6 month lull
..change of plan
www.swansea.ac.uk/lis
Making it work : 5
New Project Officer
Targeted recruitment
Additional web & design
skills
No VuFind experience
Remit to
A) Make it work
B) Make it look great
www.swansea.ac.uk/lis
VuFind URL
http://ifind.swwhep.ac.uk/
www.swansea.ac.uk/lis
Making it work : 6
www.swansea.ac.uk/lis
Making it work : 7
www.swansea.ac.uk/lis
Making it work : 9
www.swansea.ac.uk/lis
Making it work : 10
www.swansea.ac.uk/lis
Making it work : 10
www.swansea.ac.uk/lis
Making it work : 11
www.swansea.ac.uk/lis
Making it work : 13Making it work : 13
www.swansea.ac.uk/lis
Making it work : 14
www.swansea.ac.uk/lis
Making it work : 15
www.swansea.ac.uk/lis
Challenges & Solutions : 1
Hosting
Data Slinging
Data Merging
Design
Dual Language
Multi System Driver
'Live' holdings functionality
'My Account'
Metalib Integration
Sustainability
Done
Almost done
Done
Done
Almost done
Done
Almost done
Almost done
Almost done
Done
www.swansea.ac.uk/lis
Challenges & Solutions : 2
Hardware & Hosting
• Linux / Windows / Solaris
• List of software requirements at
http://vufind.org/wiki/requirements
• Multiple instances (testing)
• ..plenty of RAM
• Virtualisation
www.swansea.ac.uk/lis
Challenges & Solutions : 3
Data Slinging
Marc Export
Talis?
Scheduling..
FTP
Shortcut – updates only?
http://www.sadissystems.com/ss/ftp.jpg
www.swansea.ac.uk/lis
Challenges & Solutions : 4
Data Merging
Differing Standards
Export formats &
content
Automation &
scheduling
Co-ordinate with FTPs
Opportunity to clean up
Data Expert = critical
http://apod.nasa.gov/apod/image/0610/antennae_hst.jpg
www.swansea.ac.uk/lis
Challenges & Solutions : 5
Design
Usability
Accessibility
'Web 2.0' features
Enriched Content
'Value Added'
LoC > Dewey
crosswalk
www.swansea.ac.uk/lis
Challenges & Solutions : 6
Dual Language
Essential
Requirement
11th Language
available in VuFind
Settled terminology
Full translation
www.swansea.ac.uk/lis
Challenges & Solutions : 7
Multi System Driver
• Connections to 3 LMS’
• Development of Talis
Driver
• Use of ‘Jangle’
www.jangle.org
• ..breaking new ground
www.swansea.ac.uk/lis
'Live' functionality
• Checking
Availability Data
• Location Data
• Place Hold
• Trinity University
College
Challenges & Solutions : 8
www.swansea.ac.uk/lis
My Account
• Fully working
Voyager
• 90% working
Talis
• Awaiting
testing for
Horizon
Challenges & Solutions : 9
www.swansea.ac.uk/lis
Metalib Integration
• + EzProxy
• Authentication?
• LDAP
• OpenAthens
• ..single sign-on?
Challenges & Solutions : 10
www.swansea.ac.uk/lis
Sustainability
• During project
• Beta Testing
• Development
• Support
• Bug Fixing
• Post project
• Staffing?
Challenges & Solutions : 11
www.swansea.ac.uk/lis
General...
• Institutional issues
• Liaising with IT depts
• Plans vs reality
Challenges & Solutions : 12
www.swansea.ac.uk/lis
Challenges & Solutions : 13
With VuFind...
• Changes to the
Community
• Development
Planning
• Roadmap
• Bugs & niggles
www.swansea.ac.uk/lis
With Open Source:
• Skill base
• Support
• ‘Fear of the unknown’
• Safety net?
• Risk
• Changing attitudes!
Challenges & Solutions : 14
http://simplecomplexity.net/wp-content/uploads/2008/02/open-source-tilt-scale.jpg
www.swansea.ac.uk/lis
• Plans will go awry
• Not everything will work
• Everything takes longer
than planned
• Success relies on people
more than technology
• Unfamiliarity breeds
unease
• Collaboration can be
hard work
Lessons Learned : 1
www.swansea.ac.uk/lis
• Open Source works
• The support community is
fantastic
• It’ll save capital costs
• ..but will rack up the staff
costs
• ‘Pump Priming’ with
development resource
• Long term TCO lower
Lessons Learned : 2
http://www.zdnet.co.uk/news/it-strategy/2009/04/07/the-true-cost-of-migrating-to-open-source-39635251/
www.swansea.ac.uk/lis
Lessons Learned : 3
Long Term Outlook
• Shared service
development
• ‘In house’ development
resource
• ..with commercial
partners?
• Exploit synergies of
converged service
http://the-investor-portal.com/investor-portal-pagelist.php?page=wealth-management
www.swansea.ac.uk/lis
Where do we go from here?: 1
Current Projects
• End of SWWHEP
• Sustainable projects
• VuFind = iFind Discover
• SLAs
• Mainstreaming
• Mergers, mergers
everywhere
Ends November 2010
www.swansea.ac.uk/lis
Where do we go from here?: 2
National Context
• Collaborative Agenda
• JISC / Sconul Shared
Services report
• http://helibtech.com/
• WAG agendas
• More mergers &
collaboration
www.swansea.ac.uk/lis
Where do we go from here?: 3
Shared Services & Open
Source
• Library Management
Systems
• VLE systems
• Discovery tools?
• ERM?
www.swansea.ac.uk/lis
Where do we go from here?: 4
Additional Projects
• JISC 'Enhancing Library
Management Systems'
funding
• Theme A 'Use of new
resource discovery
interfaces'
• Full case study
• Blog, twitter updates
Http://swwhepsrch.blogspot.com/
www.swansea.ac.uk/lis
Where do we go from here?: 5
Additional Projects?
• JISC 'Enhancing Library
Management Systems' funding
• Theme C 'Exploring problem
areas‘ – ‘On Hold’
• Initial Evergreen investigation
• Matching vs United Kingdom Core
Specification (UKCS)
• Report into current viability for UK
http://ukcs.wikispaces.com/home
www.swansea.ac.uk/lis
Where do we go from here?: 6
Evergreen
• Due to attend Evergreen
2010
• Contact developers &
users
• Assess enhancement
plan
• Cancelled at airport due
to Ash Cloud
http://www.evergreen2010.org/
www.swansea.ac.uk/lis
Where do we go from here?: 7
Evergreen
• Visit to USA & Canada
• Meeting with Equinox
http://www.esilibrary.com/esi/
• Meeting Laurentian
University
http://coffeecode.net/
• Other users at ALA
2010
www.swansea.ac.uk/lis
Where do we go from here?: 8
http://www.projectnext.eu/mobile-game/SH-The-Game-is-Afoot-iP-Header.png
So...
• Swansea University
• WHELF
• Other areas
• Scoping / Funding
• Bright future
• ..ask me this time next
year
www.swansea.ac.uk/lis
http://dilbert.com/dyn/str_strip/000000000/00000000/0000000/000000/70000/7000/300/77356/77356.strip.sunday.gif
www.swansea.ac.uk/lis
Blogs
http://swwhepsrch.blogspot.com/
http://thoughtsincoldstorage.blogspot.com
www.swansea.ac.uk/lis
Thank You
www.swansea.ac.uk/lis
Contacts
Mark Hughes
http://twitter.com/Mark_H_Swansea
Paul Johnson
http://twitter.com/jpjohnson
Luke O'Sullivan
http://twitter.com/L_OS_Cymru