This is what I’m talking about…(Evergreen ILS)

December 18th, 2009

Whenever I’ve talked to colleagues about our move to the Evergreen ILS, one of many “high level” overview criteria that gets discussed was our requirement for supporting vendor neutral discovery alternatives. Moving to a new ILS is one thing, but betting all the farm on a single discovery solution is a lesson we should have all learned: proprietary systems continue to significantly lock in customers either technically and/or via business model traps (e.g. witness the plethora of discussions on next gen catalogue listservs dealing with *basic* data access issues, or vendors hiding API’s behind costly add-on requirements, etc.).
Discovery interfaces

So when we discuss a slide like the one above, we make note of all the exciting work happening at the discovery level for augmenting your OPAC. There are some compelling proprietary solutions and lots of exciting open source projects now gaining visibility and marketplace traction. But where do you place your bet on? One of our requirements was NOT having to place any one single bet.. We need to invest in a foundation that values keeping our options open, and protecting our ongoing investment in the ILS.

Evergreen’s OPAC search is very good and getting better all the time. And there’s lots of exciting work in the pipe from the innovators at ESI as well as community implementors. But for those libraries (especially academics) looking for integrating other digital content, providing complementary feature sets, or just integrating the ILS with a pre-existing search toolbox, Evergreen’s openness and flexible API provides a refreshing and solid foundation.

So This is What I’m Talking About: Evergreen 1.6 with Endeca at McMaster University. Kudos to Wiktor for getting that started.

But wait, maybe Endeca is not your flavour. My colleague Warren Layton began some proof of concept work on a connector to vuFind. But vuFind not your cup of tea (where’s that Andrew Nagy when you need him!)? How about an Evergreen connector for Blacklight available in next Spring?

Or how about…we just say that things are just getting started. Evergreen’s providing us with a a solid and authoritative indexing engine for our OPAC, and now we also see how a diverse community is beginning to lay out the options, all-you-can-eat buffet style…

NRCan Library Update: our department uses Autonomy for full-text search of all website contents. We’ve recently been asked about exposing our Evergreen content into the site wide search, and hope to have something completed next Spring or early Summer. Right now, our current focus is our second and last phase of migrations into our new Evergreen system.

Whitehouse moves to Drupal

October 26th, 2009

As reported in O’Reilly’s Radar: Thoughts on the Whitehouse.gov switch to Drupal.   See also Dries Bayaert’s post here too.

Great validation for the Drupal community!

Koha manoeuvres

September 16th, 2009

Very interesting developments in the Koha community, with lots of discussion brewing since Liblime announced its enterprise version last week. Lots of concerns about forks (read also atz’s comments), and a public response from Liblime’s CEO – it’s worth following that thread.

Not being a Koha user, I don’t have much of an immediate stake in the maneuvering going on, but I was struck by Marshall Breeding’s Open Letter to the Koha community where he writes:

There comes a point where an open source software projects grows beyond what can be managed through informal channels…Recent events suggest that it’s time to take a closer look at the governance of the Koha project.

I suggest a shift from a community comprised of developers to that of a community focused on the libraries that use the software.

I appreciate Breeding’s industry reviews, but I have to say that he’s been a bit of a downer and confusion-monger on open source IMHO: late on the train, and mis-reading the terrain. The observation about “informal channels” is both inaccurate and a bit of a red herring, and so is the suggestion that “a community comprised of developers” is what needs to be shifted to one “focused on the libraries that use the software.”

On “what can be managed through informal channels,” what is he talking about? Anybody with even the minimal experience with these communities can quickly see much blood, sweat and effort goes into “formal channels,” however you want to define them: commercial support options, community investment models (foundations, vendors, sponsorships, etc.),  documentation and support, exploring business models, community growing, and so on. But does a small technology startup become Cisco Systems overnight? How many years did it take for some of the more successful FLOSS projects to ‘mature’? The fact is there is running software out there successfully implanted in a fast growing segment of libraries.

Second, many of these developers are straight from the library community and the developer orientation – to the extent that you can imply it’s a dominating community feature  – is and was needed due to the limited leadership and vision coming out of the library land to make sensible technology investment decisions. Without them, you can’t build something from nothing, and that libraries are somehow divorced from this process is ludicrous. You just couldn’t have had the success that projects like Koha, Evergreen and others have achieved without the focus being on  “libraries that use the software.”

In fact, it’s overwhelmingly the case that library involvement and control is one of the key business drivers for the selection of a FL/OSS system.

On the foundation proposal — a brash opportunistic plug for the OLE approach — this is nothing new (the open letter was posted before any of the dust settled – LOL). Foundation support has been discussed in the community for years but there’s effort and organization involved and no shortage of other high priority developments that need to be addressed.  So recent events have Liblime re-examining Foundation development, and other Koha community memberships are looking at options too. But not much interest expressed in the OLE model and further, a very challenging thing to pull off any way you take it.  Foundation support also won’t address the immediate concerns about Liblime’s direction etc.

The periodic ’spasms’, tweaks in vendors’ business models, blowout discussions about forks, and so on – all of that is important, expected, and part of the terrain to be negotiated.   There should be no surprises here, and I’m glad to see that at least it’s out in the open for all to see and assess…

Open source – what licence is the best? (Ottawa event annoucement)

August 20th, 2009

From the Free and Open Source Software Learning Centre, this upcoming event on August 31st:

This event is a debate between proponents of the GPL, EPL, and BSD licenses. They will be arguing for which license is best for business, best for community, and best for academia.  The debate will be moderated by a practising lawyer proficient in open source licensing.

The event page doesn’t mention it, but the speakers include some interesting names:

See you there!

August 31st, 2009 9:30 AM through   12:00 PM
Suite 2600 – 160 Elgin Street
Ottawa, ON K1P 1C3
Canada
Email: events@fosslc.org

Event Update  – here’s a video of the event:

Which Open Source License is Best? from Andrew Ross on Vimeo.

Drupal in Government – Ottawa event

August 20th, 2009

A couple of us attended last night’s Drupal in Government Event coordinated by Mike Gifford from OpenConcept and others.  As Natural Resources Canada (including our Library) is in the process of moving a sizable web presence into Drupal, this event offered a great opportunity to hear from some local shops supporting Drupal.

A few takeaways:

  • There is an active and experienced support and development community in Ottawa.  Speakers attending the event last night included reps from OpenConcept, Wirespeak, RealDecoy and a number of other shops and independent consultants (like Michael Baynger).  So once again the FUD that OSS support is a challenge is total head in the sand thinking. There is plenty of local top notch talent out there to provide support & development, and now there’s even big venture money being poured into the commercial open source software company Acquia for those who need to see that support angle growing.
  • A common focus related to our Common Look & Feel (CLF) standards for all gc.ca websites. OpenConcept is sponsoring a CLF 2 Drupal theme and discussion area. The CLF theme for Drupal is required for any “starter kit” on deploying a Drupal site for the Canadian government, but more work needs to be done coordinating and code sharing amongst the various first wave Drupal implementations (I think I heard there are around 8 different CLF themes floating around out there). My take on things right now is that all of us first implementers are in a “everybody for themselves” situation under the pressures and deadlines associated with the content migrations and application development. So I expect  the coordination and sharing to grow as the dust settles on these first moves to Drupal.
  • A non-governmental site launched focusing on Common Look & Feel implementation and discussion and Everett’s blog is worth checking out for lots of Drupal & gc.ca accessibility discussion.
  • There is a Drupal project for gc.ca at the IRCan site – still in pilot phase and under the radar, but short news is that Intellectual Resources Canada will be moving to create a collaboration space for gc.ca open source projects and initiatives. This will be for both internal AND external users, so it’s a good place to start bringing together Drupal customizations for gc.ca.  [As a side note, our Evergreen ILS has a project space on that site too!].
  • Software engineer from from Ingres reported on progress towards supporting Drupal with Ingres. (!)

Although I wasn’t able to get any updates, there are a least a dozen departments looking at Drupal and about a half dozen that I know about running Drupal in some capacity, including MPOW here at Natural Resources Canada (Intranet only so far).  Later on I’ll do a post on some of the custom modules we’ve had developed for us, including an Ebsco A-Z Journals module that may be of interest to some users of that service.

See also the: Drupal Ottawa group or this one for libraries.

CISTI takes a hit

February 27th, 2009

It’s been talked about offline for a few weeks now, but I haven’t seen much on this sad news:  CISTI has taken on some big cuts, and I’m told that about 40-50 CISTI librarian staff – from locations across the country – were given the pink slip.

The  Canada Institute for Scientific and Technical Information (CISTI) is Canada’s national science library and is internationally recognized for its support to science, technology, engineering and medicine, mainly through National Research Council (NRC) programs and partnerships.

It comes down to this:   Strategic Review process + Budget 2009 = program review cuts.

This is not good. Sign of the times?

Footnote:  NRC (National Research Council) not to be mistaken for NRCan (or Natural Resources Canada).

NRCan Library selects Evergreen ILS

February 27th, 2009

It’s official – Natural Resources Canada Library (NRCan Library) has selected the Evergreen ILS.

Evergreen is one several open source systems on the marketplace, and was selected on the basis of functional requirements but with serious consideration given to several important marketplace trends:

  • one big library
  • vendor neutrality, especially in regards to discovery interfaces
  • strong support for a functional API (application programming interface)

The collaborative, open source development model used by the Evergreen ILS community is anticipated to give us better long term options and situate our library to respond to these and other important library trends. The move addresses duplicative ILS infrastructure as a result of a consolidation of departmental libraries.

Canadian government asks about Open Source

February 13th, 2009

CBC reports on the federal government of Canada’s request for information on open source – you can view the actual RFI as posted on Merx, the government’s tendering system.

The purpose of the RFI is:

to help the Government of Canada (GC) put together guidelines related to the planning, acquisition, use and disposal of No Charge Licensed Software (NCLS). While there is already significant interest for No Charge Licensed Software within the Government of Canada there are many questions being asked… There exists operationally a requirement to produce common guidelines that are fair, open and transparent and can be applied consistently across departments.

I have some quibbles about just what they’re trying to accomplish with some of the questions, but I’m happy to see some interest and hope that this RFI leads in some way to giving open source the visibility it deserves.

I can attest to the  “significant interest” reference. In the last year, I’ve both witnessed and experienced hands-on some incredible developments that would have been unthinkable a year to two ago. Yesterday, for example, I found out about a major government data centre running Ubuntu + Open VZ for a significant rollout of virtual servers – and this from a one of the “lead agencies” too.  Drupal is in used in at least half dozen departments that I know of, a federal government library is set to move to an open source ILS, and the list goes on…

Ubuntu pocketguide

February 10th, 2009

We”ve been a RedHat shop for a while,  so I was looking for a concise guide on our relatively new  Ubuntu installations.

UbuntuGeek posted this link to the new Ubuntu Pocket Guide and Reference — it’s a free download. It may be too basic for regular or advanced Ubuntu users, but an excellent source to point to for those new to Ubuntu.

ILS Migration: SirsiDynix and III on exit support and maintenance

February 2nd, 2009

Planning a migration? Eventually you’ll have to determine when you’re going to unplug your existing maintenance contract, an important factor given the ILS marketplace norm of restricting usage to paying maintenance customers.

Most proprietary software at least gives you some illusion of ownership and control by letting you run the software for years after you paid for it (why pay for support if you don’t need it?). For the growing number of SaaS-based network services (e.g. RefWorks or Ebsco AtoZ), this is not the case, but at least it’s clear up front that customers are entering into what is  essentially a car rental type of agreement for software use.

The wonky thing about most ILS EULAs is that you normally don’t think of the SaaS model when you’re running the software locally.  You buy the software but that “purchase” should really be understood as a down payment against a lease agreement. You didn’t buy anything that you can keep or share!

When I look at my desktop & server-based applications that we run (excluding the few SaaS providers we use), I can’t identify a single vendor that would unplug me effective termination of our annual support & maintenance (or prevent me from using the software without a paid support contract in place).  Not a single one.

In any event, we’re exiting our Unicorn & Millennium systems and moving to a new open source ILS  (more on this later), and here’s how the two vendors responded to our request to go month-to-month or quarterly (your results may differ):

  • SirsiDynix: not allowed, we must purchase another full year’s annual support and maintenance
  • III:  accepted our request to go with 2 additional quarterly payments, rather than paying for an unwanted full year’s maintenance.

[BTW, we have two systems in place here as we're in the process of amalgamating several libraries]

Personally, it’s frustrating that we can’t run the software on terms that even Microsoft would permit (i.e. without annual support & maintenace), but ok I get the deal: we rented a car.  I also didn’t expect III’s “flexibility” here since they’re arguably the most proprietary of the bunch, so good on them.

And finally, it’s a bit of a shame in that this situation significantly impedes many libraries’ ability to re-direct scarce funds towards any new ILS investment (as well as manage a migration with more  flexibility) since you’re not always able to optimize migration scheduling with the end of your maintenace contract.