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Uta Grothkopf & Christopher Erdmann [email protected] Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010

Lessons Learned...Uta Grothkopf & Christopher Erdmann [email protected] Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

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Page 1: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Uta Grothkopf & Christopher [email protected]

Lessons LearnedImplementing an Open Source Library System

LISA VI, Pune, India, 14-17 Feb 2010

Page 2: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

OverviewCommercial Integrated Library System (ILS)

Improvements

SavingsOpen Source Library System

LISA VI, Pune, India, 14-17 Feb 2010

Page 3: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

ILS: Unicorn (SirsiDynix)

Page 4: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

ILS: Unicorn (SirsiDynix)

All necessary modules

Legacy system at ESO (little development necessary)

Maintained by vendor

Advantages

LISA VI, Pune, India, 14-17 Feb 2010

Page 5: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

ILS: Unicorn (SirsiDynix) DisadvantagesExpensive maintenance

No access to data

No influence on look & feel (OPAC needs make-over)

Modular system

LISA VI, Pune, India, 14-17 Feb 2010

Page 6: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Change ?Incentives

Fully integrated system (web-based)

More control over functionality

Access to data

Cutting-edge technology

Diminish costs

LISA VI, Pune, India, 14-17 Feb 2010

Page 7: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

CostsOne-time costs

Purchase new system

Data migration

Customization

LISA VI, Pune, India, 14-17 Feb 2010

Ongoing costs

Lower maintenance costs

Access to community developments

Features not developed by community (outsourced?)

Page 8: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Checklist

LISA VI, Pune, India, 14-17 Feb 2010

Modules? Web-like navigation?

Multi-site library system support?

Company background (European customers?)

Migration from SirsiDynix

Costs, support, training...

Specific questions important for ESO libraries

Page 9: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

CandidatesKoha by LibLime

Koha by PTFS

Evergreen by GPLS(Georgia Public Library System)

Liberty by SoftLink

LISA VI, Pune, India, 14-17 Feb 2010

Page 10: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

And the Winner is...Koha Library System. Vendor: PTFS / PTFS Europe

Sufficiently developed (acquisitions module)

Widely used

Moderate costs

Marketed by PTFS EuropeUnicorn experts (data migration !!)

LISA VI, Pune, India, 14-17 Feb 2010

Page 11: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Koha

Page 12: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Customizing the System

Areas that needed attention:

Cataloging (multi-site library)

Circulation

OPAC

Acquisitions

LISA VI, Pune, India, 14-17 Feb 2010

Page 13: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Customizing the System (contd.)

We developed

Acquisitions workflow

OPAC: description of brief and full record view

Circulation: outline of improvements

Prioritized lists of changes

LISA VI, Pune, India, 14-17 Feb 2010

Page 14: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Customizing the System (contd.)

PTFS

installed Koha on our server

applied minor OPAC changes

prepared data migration

gave us quotes for tailoring (negotiable)

LISA VI, Pune, India, 14-17 Feb 2010

Page 15: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Customizing the System (contd.)

At the same time . . .

including GetIT, LibLime-developed acquisitions module

Page 16: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Customizing the System (contd.)

Many phone conversations later...

LISA VI, Pune, India, 14-17 Feb 2010

Page 17: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

We reevaluated the situation

LISA VI, Pune, India, 14-17 Feb 2010

Where do we go from here?

Page 18: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

...and came to the conclusion

LISA VI, Pune, India, 14-17 Feb 2010

that it would be best to put the system on hold for

a while.

Page 19: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Agreement

leave Koha system at ESO as-is

monitor PTFS/LibLime merger

pay special attention to GetIT module

revisit situation approx. September 2010

LISA VI, Pune, India, 14-17 Feb 2010

Page 20: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Status

LISA VI, Pune, India, 14-17 Feb 2010

Commercial Integrated Library System (ILS)

Improvements

SavingsOpen Source Library System

Page 21: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Lessons Learned

Look carefully at existing features

Calculate time and money necessary for customization

Prepare use cases !!

LISA VI, Pune, India, 14-17 Feb 2010

Page 22: Lessons Learned...Uta Grothkopf & Christopher Erdmann library@eso.org Lessons Learned Implementing an Open Source Library System LISA VI, Pune, India, 14-17 Feb 2010 ILS: Unicorn (SirsiDynix)

Lessons Learned

Look carefully at existing features

Calculate time and money necessary for customization

Prepare use cases !!TO BE CONTINUED

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