Role of Vendors in Open Software Ecosystem @ Access 2011

Marty Tarle from Bibliocommons came to talk about a vendor’s perspective on the open source environment. From the chatter going on, not everyone agreed with everything he talked about, but that would almost be expected with a crowd that seems to have many very big open source supporters. Here are the major points that I jotted down.

Typical Library Software Ecosystem

  • lots of components
  • some open source software
  • lots of proprietary software
  • all needs to work together

Perception of Proprietary Software Vendors

  • perceived as closed and inflexible
  • lack of APIs, difficult to integrate with
  • long development cycles

If this is true for you, then you’re not working with the right vendors. Vendors should be committed to what the users need.

Focus is Often on the Wrong Things

  • open sourcing – think that any changes can be made, but inefficient and costly without vendor buy-in
  • standards support – but standards out of date and limited
  • direct access to data – think can do whatever want with data, but tremendous duplication of algorithms, infrastucture, operations

Focus Should be on Vendor Cooperation

  • interoperabililty is a two-way street
  • vendors need to
    • proactively enable integrations
    • proactively integrate other solutions into theirs

Vendor Development & Delivery Models

  • development
    • agility is critical
    • scrum and lean are now the norm
    • long development cycles are unacceptable
  • delivery
    • rapid deployment of new functionality
      • a lot of it is underlying architecture and a lot of testings
      • being open and flexible
    • rapid scaling of hardware
    • industry trend is towards “continuous deployment”: narrowing the gap between conception and production plus building the analytics to see whether it’s working

Vendor Culture

  • openness = part of company DNA i.e. being invested in client success
  • integration = core organizational capability
  • openness = proactive, continuous effort

What to Ask Your Vendors

  • pace of innovation
    • how many releases
    • how many notes
    • development model
    • delivery model
  • API
    • public
    • scalable
    • flexible
  • ask about attitude towards open source, whether used any, etc.

Best of Both Worlds

Best to use combinations from both worlds e.g. Evergreen + Bibliocommons

Partnership

Vendors and open source communities can work together. What makes a partnership successful?

  • communication
  • transparency
  • accountability on deliverables
  • shared success

Evergreen ILS Undressed @ Access 2011

A panel of speakers presented on different aspects of the Evergreen ILS during today’s session. Speakers were:

The Sitka Perspective

  • 54 libraries in BC
  • consortia model
  • think about the end user first
  • multi-faceted selection criteria
  • check with your colleagues about your ideas
  • every ILS is a work in progress
  • got equinox to teach them to fish
  • now they teach others to fish

Why Open Source? The Community

  • community is a powerful thing and driven by the community
  • vibrant, growing community
  • who do you want to be involved with?
  • plus you can have control

Examples

  • centralized policy and way to push out to staff computers
  • localize view for search results
  • easy to access data and pull data for reports and visuals
  • mobile OPAC using an open web services API to add My Account functions (still in development)

Sneak Peak to Evergreen 2.2

  • increased flexibility for MARC match set editor
  • authority control sets, ability to customize control set

Join Us!

  • Evergreen 2013 in Vancouver!

Implementing Open Source ILS @ Access 2011

Matt Carlson, ILS Administrator, from King County Library System and Grace Dunbar, COO, from Equinox talked about implementing Evergreen ILS at King County.

Why a New System?

  • many reasons, wanted to have more control over tool that everyone was interacting with
  • a lot of development
  • buy in is hugely important: demos with all branches, took Evergreen on a road show
  • might provide new features

Are you ready for [the OSS]?

  • and Is [the OSS] ready for you?
  • is there a test server with a stable release
  • do a gap analysis – software dependent? or workflow dependent?
  • are gaps major or minor?
    • major gaps = large development projects e.g. missing acquisitions module
    • minor gaps = if missing, be creative e.g. receipt not printing exactly the same way
  • Have the resources i.e. developers in-house? If not, you may have to outsource (how Equinox got involved)

Requirements

  • what do you really need?
  • requirements: don’t have staff sit down and say what they want, use
  • use cases – no edge cases, focus on what people do
  • workflows
  • focus on outcomes, not processes
  • be specific

Finding your development partner(s)

  • engage the community via irc, mailing lists, conference
    • evergreen conference is in Vancouver in 2013
  • look locally (other OS projects, students, GSoC participants, etc.)
  • write an RFI or RFP: if want OSS, rethink how RFI/RFP is written because companies don’t own software, provide service
  • request a quote from a vendor
  • may need consultant to help

Contract

Be specific in:

  • hours estimates
  • costs
  • ownership of work
  • documentation
  • interaction with community: make sure that contributions/development work will be accepted, local customizations can be the death of a system
  • deliverables
  • milestones
  • testing/sign

Client Perspective

  • challenges
    • communication
    • scope creep: important to assess input, but cannot just keep adding things
    • be realistic about time for testing, clarifications and feedback
  • best practices
    • update your project plan
    • build a team of subject matter experts
    • provide real examples, use cases and mockups whenever possible
    • never too soon to start thinking about your go live timeline and identify dependencies

Vendor Perspective

  • challenges
    • multiple clients/projects competing for time
    • communication: keeping communication restricted to need to talk to people, while making sure community is kept in , while making sure the feedback can get back up in a meaningful way
    • use cases and mockups: drawings can solve a lot of problems
  • best practices
    • 1-to-1 project managers: one from client side, one from vendor side
    • clear, shared objectives (client/vendor/community)
    • set priorities: something will get changed or not implemented, so set top 5 things

Test

  • create a test manual and use it
  • engage staff and patrons in creative solutions
  • will need a test server for testing and training
  • have an exit strategy

Stay on Target

  • still stick to priorities
  • functionality is key, outcomes work?
  • can always make tweaks later
  • must have plan B, no plan survives initial contact!

Training

  • managers aren’t necessarily trainers: critical to find the right trainer
  • set aside mandatory time: absolutely needed! Something that people will be interacting every day
  • structured feedback is critical, so that feedback is meaningful
  • have a plan for on-going training: new staff, staff that couldn’t attend, changes that come along that need refresher

Implementation

  • implement in phases, whenever possible
  • have a fall back position: rollback to previous version, hot spare, offline mode, handwritten checkouts, smoke signals – communicate fall back plan to staff (aware of procedure, etc.), make sure patrons know you’re doing something new
  • change is hard: celebrate

Take Aways

  • Don’t… freak out
  • Do… have fun, this thing you’re doing is really cool!
  • Do… have a life outside this project

What’s Working and Not Working Now

  • things have gone very well
  • implemented many changes, several upgrades
  • minimal downtime, had some bumps
  • still some features still not there yet

Koha – Free Software & Community @ Access 2011

Chris Cormack from Catalyst IT is one of the founders of Koha, an open source ILS, and one of the lead developers. He gave a talk on Koha today, but focused more on the free software, caring, sharing, and community.

Free Software

  • freed to run the program, for any purpose
  • freedom to study how the program works, and change it to make it do what you wish (access to the source code is a precondition to this)
  • freedom to redistribute copies so you can help your neighbour
  • freedom to distribute copies of your modified versions to others

Why Free Software?

  • end goal is freedom
  • open source puts the emphasis on the development model
  • free software puts the emphasis on freedom
  • free software allows to weed, expand collection, and share

Koha

  • pile of code and documentation
  • more importantly, Koha is a community
  • widespread, fairly sized community with159 committers from every continent except Antartica
  • 35% women, partly because librarianship dominated by women, partly because of how it developed
  • 11+ years of development and an average 3.7 commits/day

Background

  • New Zealand libraries had a suboptimum ILS, and was not legally allowed to fix it
  • wrote RPS and got responses, but none worked for their requirements
  • some requirements were unique to New Zeland e.g. had to work on phone lines because of electric fences
  • decided to develop their own

If you would like to know more, there is a code4lib article on its forming.

What to do when things go wrong

Chris Cormack also gets extra thumbs up for encouraging library students to report bugs as part of their assignment by giving us chocolate! I will have to post our Koha vs. Evergreen Circulation Module Evaluation later.

Big Data (in Libraries) @ Access 2011

MJ Suhonos and Peter Van Garderen from Artefactual Systems did a talk on big data in libraries. In particular, I was interested in some of the points MJ talked about on big data. Here are my notes:

  • relative: 1980: 2.5GB = big data
  • definition: datasets that grow so large, become difficult to work with
  • big data is… big, and complicated
  • maybe we’ve simply been putting a square big in a round hole
  • don’t believe the cloud hype
  • big data is less about size, and more about freedom
  • open source tools + distributed design = new opportunities

Ingrid Parent – Fast Forward: 21st Century Libraries in a Global Context

The university librarian at UBC presented today at the SLAIS colloquia. There were a number of interesting and salient points that she made, so I thought I’d summarize them here.

Fast Forward: 21st Century Libraries in a Global Context by Ingrid Parent

Information is worldwide and information seeking behaviour is rapidly changing along with technology. So do libraries change user behaviours or do user behaviours change libraries? Really, it’s both. “In the face of seismic shifts in technology and social organizations, librarians and library staff face changing roles” (2010, Gutsche), but this need not be a seismic change, but rather, a wave of adaptation. The sharing of knowledge and networking allow for collaboration and can ease this adaptation. Not a lot has changed in what the library is so much as changes are happening in how information is delivered.

“information overload triggered a crisis in the way people saw their lives. It sped up the way we locate, cross-reference, and focus the questions that define our essence, our roles – our stories…” (Douglas Coupland, Player One) Libraries and librarians are still needed to help our users even if they have direct access to resources.  Librarians’ skills in organizing information are needed more than ever whether in libraries or in other organizations.  More creative positions are being created in response, and employers are looking for skills including in areas of communications and marketing.

“If there is a future for libraries this is where that future will be made – in the digital realm.” (Allan Bell, Director of Digital Initiatives, UBC Library) A large part of the strategic plan is focused on digital projects and initiatives.

Assessment has also become critical, but the shift in focus is on the library’s impact by trying to measure the influence and success the library has with its users.

Convergence & Collaboration
An example of a radical convergence is the Library and Archives Canada. Convergence needs to happen in more areas, mostly in the form of collaboration. It begins with contact and may end in convergence.  The way to do this is through digital technology in order to converge the knowledge and information. Users don’t care who the information “belongs” to, but simply that they can use and find it. Collaboration not only serves our users, but allow us to do more. Even technologies are converging, such as cloud computing.  Digital libraries and collections are quickly growing.

Examples of Collaboration Projects

Still the perception is that libraries are only associated with books. Libraries have the challenge to change that perception to include management of information, accessible from home, and really, a “living lab.” This is important as “information consumers are shifting into ‘prosumers.’ These hybrid users are producing, classifying, and distributing content as well as consuming content from others.” (Tom Evens, University of Ghent)

We are up to the challenge of meting these challenges. Digitization is a key factor, collaboration and converging, and come to an understanding on how to best deal with all the information. We need to move forward together in a global world where information is available to so many and in so many ways.

Q & A

What academic librarians need to do in moving forward? More consistent messaging and communications because things are done inconsistently as well. Need to talk to students more. Need more community engagement, which Irving K. Barber is a good example. Train staff to go out to the community.

What are you looking for in new hires? What kind of skills and knowledge set? Understanding and willingness to understand the information community out there. Going out to find the skills. Teamwork. Not hired for one job for whole life. Looking for possibilities working in different ways, innovation, and creativity. Can we do something better even if done the same for many years before. Need to be open-minded on sharing ideas and knowledge.

How is the library helping with research? One of the major objectives is to accelerate research. Need to work with faculty more, but life sciences more open than some others. Librarians sometimes to help with grant proposal. [Okay, I didn’t quite get the complete question/answer here.]

Transition between high school to university is a hot topic. How is the university helping with that? Learning commons to support writing skills and other skill sets, which is well used. Online tools on how to write essay, manage projects, etc. Anyone who is interested can come. No dedicated approach in the high school community. Will bring the topic to advisory committee in order to discuss how best to help support students to have skills before they leave high school.

What are your ideas for initiatives and if you see any changes when your presidency of IFLA? Have yet to choose theme that cuts across libraries. Libraries drive you to knowledge, but what do you do with that knowledge? Trying to look from user’s perspective, so looking at how libraries impact people including looking at inclusiveness, multiculturalism, collaboration. One initiative/event that want to do: Indigenous knowledge and how do we approach expressions of traditional knowledge.

Going out to the community requires support of institution. What do you find works for advocating within an institution? It’s not really common in part because of funding. Part of it is setting up advisory group in order to be in touch with people. Becoming involved in associations, but it all comes down to resources and priorities, but see it growing.