Thursday, March 22, 2012

CIL 2012 Day 2 - Open Source Trends & Migration


This session consisted of two different presentations. The first presentation was presented by long-time Computers in Libraries veteran Marshall Breeding, Director of Innovative Technologies and Research at Vanderbilt University. Mr. Breeding provided a good, balanced overview of the library automation system scene looking at the differences between the proprietary and the open source offerings and looking at the satisfaction that different libraries have with the different systems.

First, Mr. Breeding provided some context pointing out the move (at least among academic libraries) away from conventional Integrated Library Systems (ILS) to broader Library Services Platforms as well as several of the reasons and consequences of this kind of move.

Next he showed some of the results of the most recent survey he has done of libraries and pointed out several trends. First of these was that although open source systems are trending in popularity, it has been a gradual trend, and is not any kind of huge rush away from proprietary systems.

Interestingly of the libraries surveyed, only the ones that are currently running open source systems are really enthusiastic as a whole about open source solutions. The users of the proprietary systems, by and large, are not expressing much excitement about the promise of open source solutions.

Of all of those using systems of any kind, it's the quality of support that makes the libraries satisfied or dissatisfied with the systems. The libraries that are happiest with an open source solution are those that installed it themselves, and consequently have considerable internal knowledge of the system as a result. However libraries running the exact same system that are getting support from a company that they find inadequate to the task are unhappy with the system.

Mr. Breeding then looked at the profit models for both open source and proprietary systems pointing out that generally open source is not a nonprofit endeavor, but a commercial endeavor. The open source support companies mainly use a different revenue model, charging for data conversion, installation, configuration, training, support and hosting. A proprietary system might cover many of these costs in a license fee and not break them out as much. Proprietary systems do seem to have a much larger cohort of full-time developers than open source vendors, although most open source vendors have a respectable 15 or so full time developers on staff.

Finally Mr. Breeding pointed out that from a flexibility and usefulness standpoint, an open API was much more powerful than just having the system written in open code. If the system was not written with hooks that can be taken advantage of and it's open source, for many library purposes it will not be as open and useful as a proprietary system that does have an open and available API that can be used for more advanced projects.

Mr. Breeding was followed by Irene McDermott of Crowel Public Library in San Marino, California. In Ms. McDermott's presentation she described their rapid transition from a proprietary system to an open source system (in this case from Dynix Horizon to Koha).

Her library (a municipal library) bought Dynix Horizon in 2006 a few months before Sirsi bought Dynix, and then killed off Horizon. This did not please the library (which had decided against Sirsi Unicorn) and when, in early 2011 the city of Crowel decided it really needed to cut the budget, the library was charged with finding a cheaper alternative before August of that year. The library decided initially on the more expensive of a couple options (Polaris), but the city, wanting to save as much money as possible, told the library to go with the cheapest option, Koha as supported by LibLime.

Ms. McDermott described the rather breakneck pace at which they made the transition and then pointed out several features of the system that she and her staff have found frustrating or annoying. Overall, however, she seemed satisfied with how everything turned out in that the library was able to the transition and keep functioning without having to suffer staff cuts.

In her presentation Ms. McDermott mentioned that Koha as supported by LibLime had some proprietary portions that had been developed by LibLime. This was countered as inaccurate by a representative from LibLime who stated that they were opening that code. An open source advocate in the audience argued that this really wasn't open until it was out, starting a brief argument about what makes something open source, an argument that for better or worse didn't really reflect well on the open source community (I say this as someone typing this in an open source application running an open source operating system).

Although this session wasn't immediately useful to me, it did provide some insight into the state of library automation systems at the present time and was definitely worth my while.

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