| Chapter 8: Using Open Source | |
| Casey Bisson | |
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| Abstract |
Library Technology Reports 43:3 (May/Jun 2007) “In the 70s, computer users lost the freedoms to redistribute and change software because they didn't value their freedom. Computer users regained these freedoms in the 80s and 90s because a group of idealists, the GNU Project, believed that freedom is what makes a program better, and were willing to work for what we believed in.” — “Linux, GNU, and Freedom,” by Richard M. Stallman, Free Software Foundation Founder Casey Bisson, with the help of Jessamyn West and Ryan Eby, reports on open-source software (OSS) and its use and importance in libraries in the third issue of Library Technology Reports in 2007. In “Open-Source Software for Libraries,” Bisson engagingly narrates the history of open source, explains how the OSS “movement” came about, details key players in OSS development, and discusses why and how open source can work for libraries. Bisson also shares success stories from those in libraries using OSS including:
In addition to Bisson's insightful and interesting discussion of OSS, this issue of LTR includes the informative chapter “Open-Source Software on the Desktop,” by community technology librarian Jessamyn West. Also, Ryan Eby, “an active member of the Code4Lib community” provides an overview of open-source server applications, including that of ILS apps Koha and Evergreen; digital library and repository software, such as DSpace and FEDORA; and OPAC replacements, such as Scriblio and SOPAC. About the Authors Casey Bisson, named among Library Journal‘s Movers & Shakers for 2007 and recipient of a 2006 Mellon Award for Technology Collaboration for developing Scriblio (formerly WPopac), is an information architect at Plymouth State University. He is a frequent presenter at library and technology conferences and blogs about his passion for libraries, roadside oddities, and hiking in New Hampshire's White Mountains at MaisonBisson.com Jessamyn West is a community technology librarian and a moderator of the massive group blog MetaFilter.com. She lives in Central Vermont, where she teaches basic computer skills to novice computer users and librarians. She maintains an online presence at jessamyn.com and librarian.net. Her favorite color is orange. Ryan Eby is active member of the Code4Lib community and spends his days supporting distance learners and online courses at Michigan State University. He blogs at blog.ryaneby.com and can often be found on the #code4lib IRC channel. He enjoys brewing his own beer and roasting his own coffee. |
Open-source software is too valuable to ignore, according to librarian and software developer Dan Chudnov, who likens it to the gift of Carnegie libraries a century ago.
Explaining that you can no more run a library without software today than you could run a library without a building in 1900, he says open-source software is “as massive a donation of time, energy, and products you cannot afford to turn down today as Carnegie-built libraries were back then.”1
But libraries, thanks to Gates Foundation grants and a variety of state and federal programs, have been given lots of technology over the past decade. Consultant Robert Williams's story of technology funding in Texas is familiar to many.
The State of Texas passed legislation in 1995 providing grant funds for public libraries and schools for implementing technology (LARGE funding). So every small library in Texas was able to gain state-of-the-art technology, especially for public access. Unfortunately, that legislation was not extended, and funding effectively ended in 2003.2
That's when Williams and others in the Texas regional library systems began to focus on the sustainability of their technology. Williams founded the Low Cost, Low Maintenance Technology Project to support those efforts, and the group had just begun to look seriously at open-source solutions when Microsoft donated software licenses to the libraries. Comparing Microsoft products against OSS based only on acquisition cost, many libraries chose to implement Windows-based terminals “because that's what ‘everyone' has, wants, and can find help for,” according to Williams.3
But Williams also worries that the Microsoft's generosity, like the Texas technology grants, won't last forever, leaving libraries again stranded with technology investments they can't sustain. Citing not just the cost of maintaining the technology, but also the training investments libraries make, Williams points to open source as “the only viable solution” over the long term, a solution from which “schools and a lot of community organizations and individuals will benefit.”4
Low Cost, Low Maintenance Technology Project http://lclmt.com
Truly “free” software—GNU General Public Licensed open-source software—doesn't evaporate when the money dries up. But, as Williams discovered, making the leap to OSS can be difficult for some. And yet, for many others, it can be quite easy.
John Brice, executive director of the Meadville Public Library, Meadville, Pa., and system administrator for the Crawford County Federated Library System, Crawford County, Pa., started small in the late 1990s, but found OSS a good fit. “As we became more comfortable rolling our own systems we developed the confidence to tackle more and more difficult tasks.”5
Aaron Schmidt, with Thomas Ford Memorial Library at the time, began working with OSS because it was free and easy.
In 2005, the Thomas Ford Memorial Library and Western Springs Historical Society began work on digitizing their collection of photos of the community of Western Springs, Illinois. The scanning was done in-house, using a “fancy new copy machine/printer/scanner” the library had leased. Aaron Schmidt had assembled the components to deliver archival TIFF images from the photos, as well as a workflow in Adobe Photoshop to make Web-ready files from those large TIFFs, but the library had no tools to put those images online.6
Schmidt immediately thought of using WordPress, an open-source content management application, to display the photos. “WordPress was the obvious choice,” in part because “it is free (in both senses),” and because it was an open-source application, he “figured people had already solved many of the issues I would face.”7
The result, online now, represented each of the homes of the community on its own page—one page per street address—and included all the info the historical society had about the address, as well as a form for comments.
Western Springs History www.westernspringshistory.org
“Western Springs is an active community, and I know that people would have content to add. I knew they'd have more details than we had in the historical society files,” explained Schmidt on the importance of the comments.8
The database-driven architecture also made it easy to search and explore the site, and because WordPress content is easily browse-able, Google and other search engines can index the content, making it available to users there.
But among the top reasons Schmidt cited for using WordPress was how easy it was to manage. “I didn't have time to do all of the work,” he admits, so finding an application that others could quickly learn and use was important. WordPress delivered that ease of use, both to public users and to library and historical society staff posting new content. “‘Email things to the web,' was how I'd describe it,” according to Schmidt.9
And going from idea to solution was easy too: “All it took was getting the domain and hosting, and I was able to start creating the pages.” Schmidt didn't need to get approval before starting work, and once it was running, the administration quickly grew to like the site for the way it strengthened the partnership with the historical society and offered new, interactive services to the community.10
Schmidt also liked the opportunity to experiment. He had originally given the site a custom design, but “grew tired of it,” and later implemented the current theme after he found it among those available as open source. He also built a map, allowing users to see and explore the houses and streets visually (see figure 2). “Right after this site launched the Google maps API came out and it seemed like a natural fit. So I spent an afternoon figuring out how to best utilize it, and came up with this.” Emphasizing how easy it was to connect the data in the WordPress site to Google's maps, he notes “that's part of the magic of APIs, it's just a matter of connecting the right pieces.”11
With the success of the first site, Schmidt began work on a new site cataloging obituaries in the two local papers (see figure 3). This site, also built on WordPress, leverages the application's searching and browsing features to make it easy for users to explore the 3,100 entries input so far (early 2007).
Western Springs Newspaper Obituary Index http://fordlibrary.org/obits
Schmidt's a bit shy to admit that he's also happy about how the two sites draw considerable Internet traffic to the library, a sign of the success the library is having in making the information available.
And the community responded with appreciation.
“We were able to give people in the community a voice,” Schmidt says, pointing to some of the houses in the Western Springs History site and the conversations that have sprung up in the comments there (see figure 4).12 In one comment, a patron began, “My grandparents Rose and Fred Merle owned that house … ,” while other patrons responded with their memories of the place.13
And in March 2006, a resident sent in his own history of the town for publication on the site, garnering even more comments and history from the community. One former resident discovered the site and offered this:
I just ran into this site, and it was very interesting. Although I know a different Western Springs (I lived there from 1992 as a newlywed at 4724 Lawn to 2003 and am now in Hinsdale), I could almost see the town as you have described it. It sounds like a simpler place in a much simpler time, and you have answered many questions I had about what used to be where.14
Though Schmidt has since moved on from the library, the projects are continuing without him. “Someone with Web skills needed to be around to install WP and get the site going, but it is easily maintained.” When the site was first launched, “we spent maybe two hours per week approving comments and making sure things were working,” and now that the staff is up to speed on how it works, they spend less time maintaining it.15
Maureen Sheehan, technology integrator for Sanborn Regional Schools in southeastern New Hampshire, also found it easy to get started with open source. The school system is using Moodle, an open-source learning management system, or LMS, that helps teachers deliver instructional content online, as well as offer online class discussions, tests, and quizzes and allow students to submit homework assignments online (see figure 5).
Sheehan says she started looking at the software when a teacher who was familiar with it from another school system requested it. Sanborn didn't have an LMS, so she mentioned it to the network administrator, who was able to get Moodle up and running in a day. “And he was able to get all the students imported, so they could use it quickly.”16
With the project now in its second year, Sheehan says “I love it, it's wonderful for our district,” adding that it's “very convenient. It's improved communication with our students.” She offers the story of a math teacher who posts all his homework assignments for all his classes in Moodle, “so students and parents can always see what's been assigned, and download the worksheets,” as well as the story of an English teacher who asks students to continue in-class discussions of their reading online in Moodle.17
Moodle http://moodle.org
Noting an upcoming requirement from the state that students maintain portfolios of their work, Sheehan says the district is planning to use Moodle as an “e-portfolio system.” The school system's earlier leap to open source, as it turns out, has positioned it well for the new requirements and will save it from having to buy a commercial product.18
And the price was one of the biggest selling points. “The fact that it was free gave me more confidence,” says Sheehan, who notes that so far the only costs have been for time spent training the teachers.19
But not everybody is so quick to leap into open source, and even a number who do may need some support along the way. LibLime's Joshua Ferraro is familiar with that need. Ferraro established LibLime in 2005 based on his experience as systems administrator at Nelsonville Public Library, Ohio, where he led the library's move to an open-source ILS from 2001 to 2003.
Today, the company supports Koha and Evergreen, two open-source ILSs, offering support for self-managed solutions, as well as turnkey and hosted solutions. Koha support is available for two versions, Koha Classic (based on Koha 2.2), Koha ZOOM (based on Koha 3.0).
Working with public, academic, and special libraries, Ferraro says he “can't really identify a single type of library that's more ready than any other” for open source.
Because our products are so flexible, we've developed several profiles that meet the specialized needs of each library type. In this way, all can take advantage of the core system while maintaining individuality.20
The company happily responds to “OSS friendly RFPs,” though a growing number of libraries are forgoing the RFP process and contracting for short-term service.
One of the advantages of OSS is that part of the deal is “no vendor lock-in.” So if LibLime isn't offering the best services to our customers, they have the opportunity to look elsewhere for support.
With a proprietary product, support services (customization, feature development, and often even maintenance and tech support) can only be obtained from one vendor; with OSS, anyone can provide the service.21
Ferraro also points to the strength of the open-source community as a feature of their offerings, explaining that Koha's success is based largely on the number of libraries that have embraced it and are supporting its development. But comparing OSS to proprietary software, he explains that the risk with OSS is lower because when a “vendor's marketing efforts fail, the product is orphaned,” but with OSS the library can continue on its own, even “hiring a programmer to maintain it.”22
Though Ferraro likes to point out how easy it is to migrate to or from OSS, he's also proud to point to his company's growth. LibLime recently aquired the original developers of Koha and has “seen a recent surge in the number of libraries looking to move to open systems.” And the company offers a full range of services to make the move easier, including support, hosting, turnkey solutions; data migration, extraction, import, and verification; and training. “At the end of the day, I'd say our strongest quality of service point is the time we take to understand each client's needs, and effort we put into helping them improve their workflow, reduce cost, and realize their technology goals.”23
Speaking on the real value of OSS to libraries, Ferraro notes:
[The] difference with OSS is that the software is ultimately free. You don't pay someone to license it to you. What you pay for is the service of creating, and of delivering it. The long term effect is that the overall cost is reduced, because the creation process is only paid for once. Additionally, it typically results in a purely services-based support model, which means competition forms around the best value added services, rather than around the software itself.24
John Brice, executive director of the Meadville (Pa.) Public Library (see figure 6) and system administrator for the Crawford County (Pa.) Federated Library System, and Cindy Murdock, network administrator for Meadville Public Library and Crawford County Federated Library System, have been strong advocates of OSS since they began experimenting with it in the late 1990s. The pair held their first OSS conference in late 2001, and have been regular presenters at conferences since.
Both answered questions about Meadville's use of OSS.25
Meadville Public Library http://meadvillelibrary.org
Crawford County Federated Library System http://ccfls.org
| 1. | Dan Chudnov, “FLOSS for Libraries: For Administrators” (presentation, TechConnections 7, Dublin, Ohio, June 12–13, 2006), available online at http://onebiglibrary.net/talks/2006-06-12-tech-connection-floss-for-libraries (accessed Mar. 19, 2007). |
| 2. | Robert Williams, e-mail interview by the author, Mar. 8, 2007. |
| 3. | Ibid. |
| 4. | Ibid. |
| 5. | John Brice, e-mail interview by the author, Mar. 8–14, 2007. |
| 6. | Aaron Schmidt, instant messenger interview by the author, Mar. 9, 2007. |
| 7. | Ibid. |
| 8. | Ibid. |
| 9. | Ibid. |
| 10. | Ibid. |
| 11. | Ibid. |
| 12. | Ibid. |
| 13. | Leta Merle Behling, comment posted July 30, 2005, in response to “4620 Grand” on the Western Springs History Web site, www.westernspringshistory.org/4620-grand (accessed Mar. 19, 2007). |
| 14. | Tom Massouras, comment posted Mar. 9, 2007, in response to “Memories of Western Springs by Don Kennedy” on the Western Springs History Web site, www.westernspringshistory.org/memories-of-western-springs-by-don-kennedy (accessed Mar. 19, 2007). |
| 15. | Schmidt interview. |
| 16. | Maureen Sheehan, phone interview by the author, March 6, 2007. |
| 17. | Ibid. |
| 18. | Ibid. |
| 19. | Ibid. |
| 20. | Joshua Ferraro, e-mail interview by the author, March 6–10, 2007. |
| 21. | Ibid. |
| 22. | Ibid. |
| 23. | Ibid. |
| 24. | Ibid. |
| 25. | Cindy Murdock, e-mail interview by the author, March 8–14, 2007; Brice interview. |
[Figure ID: fig1] |
Figure 2
Map showing locations of historic houses in Western Springs. |
[Figure ID: fig2] |
Figure 3
The obituary index is browsable by last name. |
[Figure ID: fig3] |
Figure 4
The Western Springs History page for the house at 4620 Grand. |
[Figure ID: fig4] |
Figure 5
A Moodle page for a physics class. |
[Figure ID: fig5] |
Figure 6
The home page of the Meadville Public Library. |
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