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Presentation to Western, FIMS LIS 514

Open Source Information Technologyfor Academic Libraries

Presentation to Western, FIMS LIS 514

Open Source Information Technologyfor Academic Libraries

Lynn CopelandDean of Library ServicesSimon Fraser University

February 1, 2007

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Criteria for success – academic library

Criteria for success – academic library

Culture of Collaboration Good staff Supportive Leadership Ongoing commitment Willingness to change direction, rethink Funding Leading, not bleeding edge Look beyond library borders Indicators of success >

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Criteria for success – library open source IT

Criteria for success – library open source IT

‘Best’ way to fulfill unmet need Culture of Collaboration bet. Systems and other

departments Good systems staff Supportive Leadership Ongoing commitment Willingness to change direction, rethink Funding (TCO) Leading, not bleeding edge Look beyond library borders

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Brief history of SFU Library – est 1965Brief history of SFU Library – est 1965

Characterized by:– collections to support the burgeoning curriculum, – discipline-based liaison services, – educational services, – interlibrary co-operation, and – innovative use of technology:

Automated circulation system Automated serials list Searched for integrated processing system >

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Brief history of SFU Library – 2007 Brief history of SFU Library – 2007

Characterized by:– collections to support the burgeoning

curriculum, – discipline-based liaison services, – educational services, – interlibrary co-operation, and – innovative use of technology >

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

SFU Library IT environment -- PublicSFU Library IT environment -- Public

~ 300 public workstations ~ 50 laptops for lending Wireless ~30% (soon all) of Library 1 adaptive workstation Scanners, printers GIS workstations Tech support most of opening time

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Open source softwareOpen source software

Open Source Initiative > Source Forge > Relationship to open content Advantages of OSS

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Open source definitionOpen source definition

Access to the source code Free redistribution Include source code Modifications allowed Integrity of author’s code No discrimination

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Open source definition – cont’dOpen source definition – cont’d

rights apply to all; no further required Can’t restrict other software Technology neutral

Hundreds of examples

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

GPL (GNU public licence)GPL (GNU public licence)

- Copy and distribute w. attribution; may charge fee for ‘delivery’

- Modification fine as long as:- Attribution- No fee

- Distribution of object code conditions

- SFU distributes programs under the GPL

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

SFU IT environmentSFU IT environment

Maintain, purchase own servers, workstations

Maintain, support, develop own software

Close collaboration with SFU IT depts SFU IT maintains email, campus

network ‘to the wall’ Validated by reviews

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Software@SFU LibrarySoftware@SFU Library

Innovative Interfaces ILS (1994) Relais (2006) Refworks (2005) Question point (BC-wide 2006) EZproxy MS Office SPSS ContentDM …

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Open source Software@SFU LibraryOpen source Software@SFU Library

Use: Apache, linux, mySQL, DSpace,

modPerl, PHP, various Source forge products

Develop: reSearcher suite PKP software suite Other small products eg cufts2marc

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

reSearcher - Origins reSearcher - Origins

ELN 1989– SFU OJAC proposal

ELN 1991– SFU OJAC funded, developed

COPPUL 1995– SFU GODOT funded, developed– Intended to make $$$ for COPPUL

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

reSearcherreSearcher

CUFTS: Open Source Serials Management

GODOT: Open Source Link Resolving dbWiz: Open Source Federated

Searching Citation Manager: Open Source

Bibliographic Management

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

CUFTSCUFTS

an online knowledgebase of full-text journal collections,

providing libraries with a searchable serials database for their web site,

MARC records for their catalogue, direct to article OpenURL link resolving, electronic resource management (ERM)

tools.

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Godot: Where can I get this

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

SFU providesSFU provides

Open source software Support for a fee (annual or one-time) Development for a fee

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

CUFTS + GODOT = SFX + Serials SolutionsCUFTS + GODOT = SFX + Serials Solutions

Why? Success measures? Further development?

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Individual

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Public

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

PKP: Public Knowledge ProjectPKP: Public Knowledge Project

federally funded research initiative University of British Columbia and

Simon Fraser University seeks to improve the scholarly and

public quality of academic research through the development of innovative online environments

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

PKPPKP

has developed free, open source software for the management, publishing, and indexing of journals and conferences

To increase access to knowledge, improve management, and reduce publishing costs.

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

PKP softwarePKP software

OJS: Open journals system OCS: Open conference system PKP Open archives harvester

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

OJSOJS

Assists with every stage of the refereed publishing process from submissions through to online publication and indexing.

Through its management systems, its finely grained indexing of research, and the context it provides for research, OJS seeks to improve both the scholarly and public quality of referred research.

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

OJS – how it worksOJS – how it works

OJS is installed locally and locally controlled. Editors configure requirements, sections, review

process, etc. Online submission and management of all content. Subscription module with delayed open access

options. Comprehensive indexing of content part of global

system. Reading Tools for content, based on field and

editors' choice. Email notification and commenting ability for readers. Complete context-sensitive online Help support.

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

OCSOCS

create a conference Web site compose and send a call for papers electronically accept paper and abstract

submissions allow paper submitters to edit their work post conference proceedings and papers in a

searchable format post, if you wish, the original data sets register participants integrate post-conference online discussions

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

OCS v. 2 (Feb 2007)OCS v. 2 (Feb 2007)

manage conferences that occur more than once an expanded review system

e-mail template system localization & translation tools credit card payment for registrations OAI and Google Scholar-compatible indexing automated "thanks-for-submitting" messages warning messages for impending deadlines accept login/password for participants optionally allow early access to papers plug-ins (e.g. authentication, TinyMCE)

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Open Archives HarvesterOpen Archives Harvester

harvest OAI metadata in a variety of schemas Flexible search interface that allows simple

searching and advanced searching Ability to perform post-harvest and pre-

indexing filtering/normalization on metadata. User Interface with CSS and template-based

HTML for easy customization. Searching is highly scalable (creates an

inverted index for searching).

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Some SFU open source softwareSome SFU open source software

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Open source software SFU Library is NOT using: Integrated Library SystemsOpen source software SFU Library is NOT using: Integrated Library Systems

Koha Evergreen/Pines OpenBiblio PMB Emilda

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

What we do with Open Source softwareWhat we do with Open Source software

Synergies CARL metadata harvester CHODARR Multicultural Canada Theses digitization

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

The CARL HarvesterThe CARL Harvester

http://carl-abrc-oai.lib.sfu.ca Hosted and managed by Simon Fraser

University Library Content:

Journal articles, Learning objectsTheses and dissertations, PhotographsImages, Conference PapersMusic scores, Data sets

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Open access to journals, IR contentOpen access to journals, IR content

Faculty impact factor is increased Reduces reliance on for-profit

increasingly concentrated journal publishers

Increases access to the results of research beyond academia

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Growth of Institutional Repositories

Source:Institutional Archives Registry

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

SFU Institutional RepositorySFU Institutional Repository

Hosted by SFU Library Can provide ongoing access to SFU’s

scholarly output– Articles, working papers, books, theses,

data sets, computer programs, conference papers…

Existing content

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Bulk loading:OCS feeds Dspace

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

SFU’s Institutional Repository

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

SFU Library digitization and online database ‘containers’SFU Library digitization and online database ‘containers’

ContentDM Citation Manager BRS (for now) mySQL (for now)

>

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Collection Digitization

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

ContentDM

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

CUSTOM

DIGITIZATION

Canadiana.org ficheQuality digital copy Research project ECO

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Synergies – Major projectSynergies – Major project

Background Basic idea Participants Interaction Nodes activities

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Synergies – basic ideaSynergies – basic idea

To transform the communication of Canadian SSH scholarly research results to an online environment; ie

Provide facilities, software, mechanisms to house and provide access to journals, theses, monographs, data

Is congruent to CRKN

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Synergies partnersSynergies partners

U. de Montreal (lead) UNB U Toronto U Calgary SFU

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

East West prioritiesEast West priorities

Atlantic node Quebec node Ontario node Prairie node West Coast node

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Other projectsOther projects

Alouette metadata toolkit (CCOP) CHODARR (SSHRC) Reference toolkit (BC Campus) Multicultural Canada (full proposal sub)

Feb 1, 2007 Western FIMSLIS 514 Lynn Copeland Dean of Library Services

Questions?Questions?

Lynn Copeland

copeland@sfu.ca

http://www.lib.sfu.ca

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