Presentation to Western, FIMS LIS 514 Open Source Information Technology for Academic Libraries Lynn Copeland Dean of Library Services Simon Fraser University February 1, 2007

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Criteria for success – academic library n Culture of Collaboration n Good staff n Supportive Leadership n Ongoing commitment n Willingness to change direction, rethink n Funding n Leading, not bleeding edge n Look beyond library borders n Indicators of success >>

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Criteria for success – library open source IT n ‘Best’ way to fulfill unmet need n Culture of Collaboration bet. Systems and other departments n Good systems staff n Supportive Leadership n Ongoing commitment n Willingness to change direction, rethink n Funding (TCO) n Leading, not bleeding edge n Look beyond library borders

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Brief history of SFU Library – est 1965 n Characterized by: –collections to support the burgeoning curriculum, –discipline-based liaison services, –educational services, –interlibrary co-operation, and –innovative use of technology: u Automated circulation system u Automated serials list u Searched for integrated processing system >>

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services 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, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services SFU Library IT environment -- Public n ~ 300 public workstations n ~ 50 laptops for lending n Wireless ~30% (soon all) of Library n 1 adaptive workstation n Scanners, printers n GIS workstations n Tech support most of opening time

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Open source software n Open Source Initiative >> n Source Forge >> n Relationship to open content n Advantages of OSS

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Open source definition n Access to the source code n Free redistribution n Include source code n Modifications allowed n Integrity of author’s code n No discrimination

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Open source definition – cont’d n rights apply to all; no further required n Can’t restrict other software n Technology neutral n Hundreds of examples

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services 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, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services SFU IT environment n Maintain, purchase own servers, workstations n Maintain, support, develop own software n Close collaboration with SFU IT depts n SFU IT maintains , campus network ‘to the wall’ n Validated by reviews

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Library n Innovative Interfaces ILS (1994) n Relais (2006) n Refworks (2005) n Question point (BC-wide 2006) n EZproxy n MS Office n SPSS n ContentDM n …

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Open source Library Use: n Apache, linux, mySQL, DSpace, modPerl, PHP, various Source forge products Develop: n reSearcher suite n PKP software suite n Other small products eg cufts2marc

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services reSearcher - Origins n ELN 1989 –SFU OJAC proposal n ELN 1991 –SFU OJAC funded, developed n COPPUL 1995 –SFU GODOT funded, developed –Intended to make $$$ for COPPUL

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services reSearcher n CUFTS: Open Source Serials Management n GODOT: Open Source Link Resolving n dbWiz: Open Source Federated Searching n Citation Manager: Open Source Bibliographic Management

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services CUFTS n an online knowledgebase of full-text journal collections, n providing libraries with a searchable serials database for their web site, n MARC records for their catalogue, n direct to article OpenURL link resolving, n electronic resource management (ERM) tools.

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

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Godot: Where can I get this

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

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

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

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

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

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services SFU provides n Open source software n Support for a fee (annual or one-time) n Development for a fee

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services CUFTS + GODOT = SFX + Serials Solutions n Why? n Success measures? n Further development?

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

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

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services PKP: Public Knowledge Project n federally funded research initiative n University of British Columbia and Simon Fraser University n seeks to improve the scholarly and public quality of academic research through the development of innovative online environments

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services PKP n has developed free, open source software for the management, publishing, and indexing of journals and conferences n To increase access to knowledge, improve management, and reduce publishing costs.

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services PKP software n OJS: Open journals system n OCS: Open conference system n PKP Open archives harvester

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services OJS 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, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services OJS – how it works n OJS is installed locally and locally controlled. n Editors configure requirements, sections, review process, etc. n Online submission and management of all content. n Subscription module with delayed open access options. n Comprehensive indexing of content part of global system. n Reading Tools for content, based on field and editors' choice. n notification and commenting ability for readers. n Complete context-sensitive online Help support.

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services OCS n create a conference Web site n compose and send a call for papers n electronically accept paper and abstract submissions n allow paper submitters to edit their work n post conference proceedings and papers in a searchable format n post, if you wish, the original data sets n register participants n integrate post-conference online discussions

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services OCS v. 2 (Feb 2007) n manage conferences that occur more than once an expanded review system n template system n localization & translation tools n credit card payment for registrations n OAI and Google Scholar-compatible indexing n automated "thanks-for-submitting" messages n warning messages for impending deadlines n accept login/password for participants n optionally allow early access to papers n plug-ins (e.g. authentication, TinyMCE)

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Open Archives Harvester n harvest OAI metadata in a variety of schemas n Flexible search interface that allows simple searching and advanced searching n Ability to perform post-harvest and pre- indexing filtering/normalization on metadata. n User Interface with CSS and template-based HTML for easy customization. n Searching is highly scalable (creates an inverted index for searching).

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Some SFU open source software

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Open source software SFU Library is NOT using: Integrated Library Systems n Koha n Evergreen/Pines n OpenBiblio n PMB n Emilda

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services What we do with Open Source software n Synergies n CARL metadata harvester n CHODARR n Multicultural Canada n Theses digitization

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services The CARL Harvester n n Hosted and managed by Simon Fraser University Library n Content: Journal articles, Learning objects Theses and dissertations, Photographs Images, Conference Papers Music scores, Data sets

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

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Open access to journals, IR content n Faculty impact factor is increased n Reduces reliance on for-profit increasingly concentrated journal publishers n Increases access to the results of research beyond academia

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Growth of Institutional Repositories Source: Institutional Archives Registry

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services SFU Institutional Repository n Hosted by SFU Library n Can provide ongoing access to SFU’s scholarly output –Articles, working papers, books, theses, data sets, computer programs, conference papers… n Existing content

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

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

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Bulk loading: OCS feeds Dspace

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services SFU’s Institutional Repository

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

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

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services SFU Library digitization and online database ‘containers’ n ContentDM n Citation Manager n BRS (for now) n mySQL (for now) >

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

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

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

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

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

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

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

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

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services CUSTOM DIGITIZATION Canadiana.org fiche  Quality digital copy  Research project  ECO

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Synergies – Major project n Background n Basic idea n Participants n Interaction n Nodes activities

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Synergies – basic idea n To transform the communication of Canadian SSH scholarly research results to an online environment; ie n Provide facilities, software, mechanisms to house and provide access to journals, theses, monographs, data n Is congruent to CRKN

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Synergies partners n U. de Montreal (lead) n UNB n U Toronto n U Calgary n SFU

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services East  West priorities n Atlantic node n Quebec node n Ontario node n Prairie node n West Coast node

Feb 1, 2007Western FIMSLIS 514 Lynn Copeland Dean of Library Services Other projects n Alouette metadata toolkit (CCOP) n CHODARR (SSHRC) n Reference toolkit (BC Campus) n Multicultural Canada (full proposal sub)

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