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WEDNESDAY: Should We or Shouldn't We?
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WEDNESDAY: Should We or Shouldn't We?
3:01 PM EDT 6/20/04
If you use the Internet, send mail, or surf the web, then you are already using open source software. All of these network building blocks rely on open source systems at some level. With OSS in libraries, the question is really one of scale, or where can/should you use OSS if it's not in place now.

Starting at the desktop, [url http://www.openoffice.org ]OpenOffice[/url] is a strong alternative to Microsoft Office and other office suites. If your organization wants a documented file format for preservation or archival purposes, it is even more worthy of consideration.

If you want to digitize a collection and make it available on the web, OSS can be used at every step. The [url http://www.gimp.org ]GIMP[/url] is an OSS graphics application that can compete with Photoshop, the web application side for organizing and presenting the collection is well-covered in OSS, and many of the these building blocks, like [url http://www.apache.org ]Apache[/url] and [url http://www.php.net ]PHP[/url], have a longer track record of success than any other type of web-based system in the world.

At the operating system level, Linux and BSD are two great options for servers, and several of the Linux distributions offer a compelling desktop solution. The realities here are probably more at the political than technical level, though Linux integrates remarkably well with Windows-driven infrastructure for functions like sharing file services. With Novell's recent acquisition of [url http://www.ximian.com ]Ximian[/url] and [url http://www.suse.com ]SuSE[/url], it will be able to offer a complete desktop to server solution, and also has a lot of experience with windows interoperability issues.

For library-specific software, a lot depends on the library's size and range of services. The remarkable [url http://www.koha.org ]koha[/url] ILS can meet the needs of many libraries, and there are systems, like [url http://godot.lib.sfu.ca/godot ]GODOT[/url], the link resolver from [url http://www.coppul.ca ]COPPUL[/url], that offer an OSS license and are currently in operation in large library and consortium environments. If you have a million plus title database, and several busy circulation desks, then you probably need the transactional and data integrity pieces that come with a commercial ILS. Yet even here, it is worth considering how to foster an OSS solution.

OSS relies on communities, and in the same manner that it takes a community to raise a child, it takes a co-operative community to keep an OSS application afloat. These communities are well in place for many OSS applications, like Linux and OpenOffice, and need to be expanded for library-specific initiatives. This doesn't mean you have to be a programmer to help out, but your comfort level for an OSS application may be dependent on how you feel about the community supporting it. A willingness to participate is one of the best indicators that an OSS application makes sense for your library.
RE: RE: RE: RE: RE: RE: WEDNESDAY: Should We or Shouldn't We?
3:01 PM EDT 6/20/04 as a reply to Art Rhyno.
WIBS is coming along on its own steam, but one thing that makes it hard to justify resources here is that it works quite well for us. We have lots of systems (that we typically pay for) which need generous attention, so sometimes WIBS gets bumped down the priority list. There are also lots of things that I learned along the way that I just didn't see going into WIBS that I now want to change. One is authentication, I did a workaround for libraries which didn't have access to the 3M/NCIP option on their system, or just couldn't afford it, but this layer is done in a much more accessible option in the next release. I also hadn't seen another PC reservation system when WIBS was created, so some things that probably should have been obvious completely eluded me. I made the huge mistake early on in writing a windows security layer, we realized this wouldn't work on the public library's thin clients anyway so didn't use it, but that was a portion of my life that probably could have been better spent in other activities.

That being said, it might be nice to have some entity to approach for getting something like a letter of endorsement for saying this application is a "good thing to support". My resource shortage, and I am sure this happens to a lot of OSS developers, is in terms of time. I love development and have been involved in it for almost two decades, but most libraries are a long way from what would be considered a full software development environment. This is NOT a bad thing, I have spent some months in a total software development organization and it is so removed from an application's actual use that it drains a lot of the flexibility and fun out of the process. But I think all of us are not short of tasks that we are responsible for. Development is a joy, but in libraries, it often needs to be juggled with activities like fixing label printers and lots of other highbrow pursuits.

Libraries are a bit like social laboratories for civic computing, I think a lot of our systems strain to be flexible on the ground because we have such diverse intersections of users and computing tasks. Anytime I talk to someone who maintains thousands of lines of code for one application that they rarely see the benefit for, I always thank the higher powers that I work in a library. So I wouldn't go as far as to say we need an infrastructure that takes staff out of the stream of what libraries do, because I think the organic origins of something like MyLibrary or koha give them a credibility that doesn't exist when an application emerges fully-formed from a back-room development shop. I guess I end up back at Apache again, I believe most people who participate on Apache projects do so with partial release time. It's a bit like the World Wide Web consortium where working groups need some strong commitments from their organizations to participate. How do we get these kinds of commitments? Is there a role for the library associations or foundations here?
RE: WEDNESDAY: Should We or Shouldn't We?
3:01 PM EDT 6/20/04 as a reply to Art Rhyno.
In addition to considering open source solutions for the desktop (e.g. Linux, OpenOffice) or specifically for the library market, other open-source solutions to manage calendaring, collaboration, helpdesk, and other administrative functions might be considered.

Leveraging these kinds of web-based open source solutions might be helpful in running day-to-day operations.

Some of these applications can be found at [url http://europa.eu.int/ISPO/ida/jsps/index.jsp?fuseAction=showDocument&parent=news&documentID=1647 ]http://europa.eu.int/ISPO/ida/jsps/index.jsp?fuseAction=showDocument&parent=news&documentID=1647[/url]

The "Open Source Migration Guidelines PDF" found at this link is a pretty good run-down of the state of open source for various categories of applications. While this document does not address library specific needs it may provide some useful resources for providing other kinds of software services.

john
RE: Controlling My Software
3:01 PM EDT 6/20/04 as a reply to Art Rhyno.
Going back to Josh's question, which may prepare us for the installation workshop on Friday...

There are a few things that MSFT Office does that really bug me:

1. Outlook Crashes and is slow when on the exchange server.

2. Can't create contact cards for folks you've *sent* messages to in Outlook.

3. Can't use the thesaurus with Outlook's text editor (at least I don't think you can...)

Honestly, when I encounter these problems, I think 'hopefully they'll fix it with the next version.' It's exciting to think I could actually have more an effect on the software I use.

I'm getting the sense that OSS folks are really passionate about what they do and the fact that it's all community driven. Do you think that could be intimidating to some people? I admit that on Monday I felt a little like there was this 'OSS club' that I wasn't a part of.

Again, hearing from those who are not yet 'in the OSS club' would be nice. Are there any questions you've been afraid to ask thus far?

Please ... ask away!
RE: RE: Controlling My Software
3:01 PM EDT 6/20/04 as a reply to Art Rhyno.
I'm not sure that open source software is entirely community driven. I think one of the major drivers of open source software is developers attempting to solve a problem that they personally have. Linux started out in the early '90s by a student wanting a Unix-like operating system. If an OSS system solves someone else's problem, then it's quite likely that a community will develop around the system such has developed around the various OSS operating systems such as Linux or BSD.

Open source developers and users can be quite passionate about their software and the open source movement.
RE: WEDNESDAY: Should We or Shouldn't We?
3:01 PM EDT 6/20/04 as a reply to Art Rhyno.
Great comments Art! I have a few questions for everyone. I will assume that for most folks in library science, open source software is appealing primarily because it means that software can be free (as in free beer); but free/open source advocates often focus on a more basic freedom: control over how the software works. I believe that understanding the implications of that freedom is essential when we are considering whether we ?should or shouldn't? use free/open source software. For those of you who currently use proprietary software: have your needs been met? Do you have ideas for how software that you use could be improved? How about free/open source software users: have you experienced the freedom described by open source advocates? Do you have control over software functionality?
RE: WEDNESDAY: Should We or Shouldn't We?
3:01 PM EDT 6/20/04 as a reply to Art Rhyno.
Here's why I love open source: I was developing an application to automatically generate a PDF containing 30 barcode labels, but the software I was using didn't know about Codabar barcodes. So I did an hour or two of research to understand how Codabar works, added Codabar support through trial and error, and sent my version back to the original author. He's putting it into the next version, so my work will help librarians make their own barcode applications. That's open source in action -- I saw a need, made an improvement, and shared it. Try THAT with a proprietary library automation system!
RE: RE: WEDNESDAY: Should We or Shouldn't We?
3:01 PM EDT 6/20/04 as a reply to Art Rhyno.
Open source software relies very much on community, as Art points out.

Open source software uses a sort of peer-review process to evaluate applications. The usefulness of applications is not determined by the number of dollars vendos spend on marketing.

If we, as a community, were to pool our resources to build applications we desired, then there would be great savings of dollars and euros all over the world.
RE: RE: WEDNESDAY: Should We or Shouldn't We?
3:01 PM EDT 6/20/04 as a reply to Art Rhyno.
Hey Sylvar, welcome to the discussion and our OSS event. This is a nice testimonial; what a success story!

All of this encouragement can certainly be put to work - making the case in libraries that need an extra push.

It seems clear that you need the willingness and an attitude, especially from administrative staff, to go down this path as a team. Not just for the time it takes to transcend the learning curve, but also to go that extra step and contribute or participate. I'm getting the connection to online communities now. emoticon

Anyone out there have additional concerns? I wonder if anyone has made the decision *not* to pursue OSS because they didn't have enough administrative or peer support in their organization...?
RE: RE: RE: WEDNESDAY: Should We or Shouldn't We?
3:01 PM EDT 6/20/04 as a reply to Art Rhyno.
I can't speak for other organizations, but I have certainly heard some of the concerns in connection to [url http://wibs.sourceforge.net ]WIBS[/url]. Some libraries are mandated to have support contracts and/or other kinds of agreements that are difficult to supply in a small OSS project. I have been working for the past few months to totally revamp WIBS and I am excited about the results, but I have to deal with the issues surrounding changing the code base. WIBS has a small enough installation ring that I think I can handle that easily enough, but for a bigger OSS project, this could be a real problem.

It goes back to that developer's itch that Raymond talks about, I have enough interest in the application to pursue augmenting it in my own time, but since it is my own time, I may want a lot of autonomy in what I identify as priorities. Now the ideal case is where a site uses the availability of the code to create what they want, but some sites really do want free software, and software that they don't have to tweak. I am sympathetic to this (though maybe not completely supportive with my actions).

For various reasons, some libraries are going to want an off-the-shelf solution and some legal language to go with it. These things can be delivered in an OSS environment but it takes a critical mass to get to this point. There is also some funny math involved. WIBS saved us significant savings last year, but there doesn't seem to be a way in our organization to translate that to support for enhancing the application. In other words, savings achieved from OSS often don't get redirected back to OSS activities. Again, like Eric, I go back to the community connection, small communities are much more dependent on frequent participation from the constituents than larger ones. I think the argument to support OSS because it is a "good thing" has a lot of merit, but I suspect we need something like the Apache foundation for widespread adoption.

For those of you who don't know how the Apache foundation works, they have a process whereby applications are evaluated and supported based on both technical merit and the perceived benefit of the systems. Apache applications tend to be of very high quality because they work hard on the front end. I still totally believe in systems like SourceForge for incubating OSS projects, but it would help everyone to have an equivalent to something like Apache in the library world. On the other hand, Apache's roster includes organizations like IBM, I don't know if we have enough deep pockets out there to create this kind of entity on our own.
RE: Deep Enough Pockets
3:01 PM EDT 6/20/04 as a reply to Art Rhyno.
LOL.

The "deep pockets" funding public access technology projects for libraries have thus far been those of the Bill & Melinda Gates Foundation.

Still, it seems there is evidence of siginificant success with OSS applications, even while they are not widely adopted, without this kind of $$ backing.

Would still like to hear from folks who may be reading about their experiences...
RE: RE: RE: RE: WEDNESDAY: Should We or Shouldn't We?
3:01 PM EDT 6/20/04 as a reply to Art Rhyno.
I like OSS because it give me the freedom to tinker and to customize the software to my workflow. I also like to know what my software is doing. I had a incident where I was working with security templates and rendered my computer useless. I could not find out what exactly these templates turned on or off because that information was not published.

I was frustrated by not having control of my computer and software. Open source gives me that control because even if I can not read the source code for many apps, I can hire someone who can.

Another reason why I like open source is that you do not get left out in the cold when the software company get bought or decides to end support for a application. As long as you have the source code and have someone who can code that software will always work for you.
RE: RE: RE: RE: RE: WEDNESDAY: Should We or Shouldn't We?
3:01 PM EDT 6/20/04 as a reply to Art Rhyno.
Art
How much would you need to further develop WIBS? Because I do know that the library world wants software like yours.
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