Archive for the ‘Announcements’ Category

Koha, meet Equinox. Equinox, meet Koha

Thursday, February 11th, 2010

Equinox is  expanding our services to include support for Koha, the open source integrated library system initiated by the Horowhenua Library Trust in New Zealand. Our press release can be found here.  We’ll focus on hosting, migration, support, and training at first, but we also offer Koha development services.

We’ll be building on our work supporting Evergreen, the expertise of staff at Equinox who have been active in the Koha development community, and the experience of several business partners to grow our Koha support offerings over time and provide good service to both Koha and Evergreen users. We believe that both Koha and Evergreen are good choices for libraries who want to automate using an open source ILS, and we are committed to being good vendor citizens in the Evergreen and Koha communities. The Equinox Promise is not just for our Evergreen customers — it is for all of our customers, no matter what open source library software we help them use.

On a personal note, I’m really looking forward to the chance to do even more cross-fertilization between the Koha and Evergreen projects. Each project has its own special strengths and development priorities, and there are a lot of good ideas that can be shared between them.

Welcome Laura, Newest Equinox Developer

Tuesday, December 16th, 2008

laura Laura McFarland joins Equinox Software at a fortuitous time, when Evergreen is in a very robust development stage and more and more libraries are coming on board. Laura spoke with Equinox about open source, good software, her work habits, and (we have pictures!) her family and pets.

What interests you about working for Equinox?

It’s a thoughtful product.  Good software that is thoughtful and well-planned is hard to come by. Evergreen developers have made something truly awe-inspiring, and that’s hard to do when it comes to software (I hate most of it and can find a thousand ways to make it better, usually :-) ).

Then there are the people.  Everyone here has been simply fantastic.  I felt welcomed the moment I stepped through the door. My first day, when I sat down at my desk, I finally felt like I was where I was suppose to be.

What’s important about open source software?

What isn’t important about open source?  Seriously, open source software has always had a special place to me.  It’s amazing what can happen when you take people who care about something and give them free reign.

The naysayers will complain about lack of quality and maintainability, etc. - but when you take out the aspect of having a corporation decide how much code should be written, what the product should do, and “Hey, can you get that done in say…6 weeks?” and you put the power of the development back into the developers’ hands, you’re almost guaranteed a better product.

Where do you see open source development going in the next ten to fifteen years?

OSS development has gained a lot of momentum over the past decade already.  I can only imagine that the trend will continue, and begin trickling over into corporations (which it sort of has, already).

When you get stuck on a problem, how do you solve it?

I compartmentalize, mainly.  I begin by removing layer upon layer of known data to get down to where the true problem lies.  Once I figure that out, I can rebuild to correct or solve said problem.  I also must know why the problem happened in the first place in order to prevent it from happening in the future.

When it comes to code, I prefer the “head upon desk repeatedly” method, until I finally analyze and chew over the problem in my head enough that the true problem comes to me in a flash.  This usually happens right as I wake up in the morning, and I rush off to the laptop to try the solution.  This also happens with difficult math problems…my brain is an interesting creature, to be sure!

What do you keep on your desk?

Coffee. There is usually a cup of coffee on my desk.   I am also an office supply field; I love organization.  So, at the moment, there are a TON of notebooks on my desk, but as the weeks progress there will be more organizational things, and office supplies. I have notebooks for specific purposes and don’t write in them unless it’s for that purpose. Some may call that obsessive-compulsive, I call it…wait for it…ORGANIZATION!

I also have a lot of O’Reilly reference books.  I like books-duh!–and my kids are constantly asking me why I keep buying/acquiring new books when I have so many already.  I want my own personal library. That may be a sickness, but that’s ok. [Editor's note: you're in good company.] I also keep gum and trail mix on my desk…you never know when you’ll need clean teeth/breath and/or protein…I’m just sayin’.

What do you do to chill out? Or is that even possible with three boys, a full-time job, and a degree program?

I like to knit socks, scarves, fingerless gloves/mittens…I haven’t done a sweater yet, but I have one started.  I also go to Girls’ Fight Club every Sunday at a local park.  A group of women that I know all get together and train in Muay Thai.

I trained at a gym for a few months, but then moved from the area, so a friend of mine (from the gym) started Fight Club so that she and I could workout and we could teach others the joy of fighting.

Then there is photography, coding, and bike riding (although I don’t do as much bike riding as I’d like, but I try for once a month at least-a good 20+ mile ride is my idea of a good Sunday!).

And in all honesty: math.  I have a renewed respect for mathematics, and I actually enjoy math, on occasion-when it isn’t before a test and I’m cramming as many formulas into my brain as I can manage.   I guess I should admit my love of video games too while we’re at it…airing the dirty laundry, FTW!

Do you have any pets?

Linux

Linux

I do! I am an avid animal lover.  I have two cats, Alice and Tallulah and a Chihuahua, Linux.  We also have a snapping turtle, Horatio, who lives with my boys along with the black lab we adopted from the pound 11 years ago (her name is Sammie), she’s always protected the boys, and they adore her –the boys love animals more than anything, just like their mom :)

I keep asking for fish or a puppy for my office, but no one thinks I’m serious!

Freelance work for acquisitions documentation writers

Monday, September 15th, 2008

We have an immediate need for writers who can produce well-written documentation for acquisitions services in library automation software. Librarians and other library workers who use, configure, or manage library acquisitions systems are the audience for this documentation. This is freelance work to begin in September, 2008 and be completed no later than December, 2008. Rates are competitive. Contact Karen Schneider, Equinox Community Librarian with at least two relevant writing samples and a brief description of your experience with writing documentation.

Meet Shawn Boyette, Equinox’s newest employee

Wednesday, August 20th, 2008

Earlier in August, Shawn Boyette joined the Equinox team as a Data Migration Specialist.

Shawn BoyetteShawn is a programmer/sysadmin/language designer/cook with (in his words) “over a decade of cripplingly painful industry experience.” He comes to ESI from Google, where he did things he says “were really, totally, amazingly cool,” but he can’t tell you about any of that (except that he’s sad his plans to dress the T. Rex up as Voltron never came to fruition).

Shawn answered a few questions for us.

What interests you about open source and libraries?

So far as FOSS goes, I barely know anything else. I’ve been a Linux user since 1993, and have contributed back to various communities since about 1997. The only commercial software I use is Mac OS and video games. I haven’t used Windows since v3.11, and have never owned a “Windows box” (though I grew up on DOS after my Commodore 64 died).

Tell us about you and libraries. What’s the connection?

Libraries… well, I was more-or-less raised by my local library. I’ve had a decent book collection my whole life. I’m captivated by problems of language, documents, archiving, and the preservation of knowledge. It seems fairly natural :)
Why did you come to work for Equinox?

I’ve known the core developers for a long while now, and I’ve always been impressed by their commitment to Doing The Right Thing. Competence is rare enough, but competence and ethics — that’s amazing. So take that, my gnawing desire to work in the library world, and my desire to be able to make a difference and shape things… when I chanced to see job listings on the company site, I was on the phone with Mike Rylander in under a minute.

How did you get involved in technology?

I met an Apple //c in the fourth grade (that would be 1984). I learned how to draw ASCII art forks with ‘F’s and played Infocom’s Seastalkers.

Fast-forward to 1992. My best friend (who was a year ahead of me in school) enrolled at Georgia Tech and told me I had to come check out the computer labs, so one weekend I went to visit. That Saturday night I met Unix, Emacs, and the Internet, and my life was changed forever.

I notice you bike to work.

I wake up at 8, head out around 8:45, and catch a MARTA train from N. Springs to Lindbergh Station. From there I hop the northeast line to Doraville, then cycle 10km to the office.

I do it for a couple of reasons, but the biggest one is simply that I hate, hate, hate traffic. I’d rather do anything than be stuck in traffic.

Aside from that it’s mostly about being in shape and feeling self-reliant. I like being able to shop daily and carry it home on my cargo rack. Having a commute that costs $13/week doesn’t hurt any, but it’s not my main concern.

When you’re stuck on a problem that you’re having trouble solving, what do you do to get through it?

I usually just let it go for a while, at least in a fore-brain context. My mind refuses to completely stop working on problems. There have been stumpers in personal projects that took literally years to see the right solutions to (though most things don’t take that long). I’m always reading, learning, and hooked up to my network of similarly-minded friends, so new data and points of view are constantly filtering into my consciousness (and, I suppose, subconscious).

Anything else you want to share?

I’d like to thank all the people from #code4lib without whom I would have missed out on a lot of great conversation, piles of laughs, a wealth of knowledge about the library IT world, and, of course, this job. Special shout outs to Ross Singer :)

Evergreen Adoption and Migration Patterns

Tuesday, July 22nd, 2008

At Equinox, we have about 30 migrations to Evergreen currently scheduled for the rest of the year. We are doing many, we are working with our partner, Alpha-G Consulting, LLC, so that it will be doing migrations, too, with its customers, and, of course, the University of Prince Edward Island blazed yet another migration trail by moving from its legacy system to Evergreen largely on its own and in one month. We have hired our first migration specialist and have developed a number of techniques to cut down the migration time.

Five public libraries and one academic migrated to Evergreen in June. Each migration takes up-front work of data mapping, and finding out what the library wants its installation of Evergreen to do. Then there is a short but intense migration that takes on average two days that is something to behold. One key goal is that there be minimum disruption for the staff and no downtime for the catalog so the migration takes place largely out of sight of the libraries’ users.

US Public library systems running Evergreen
Table 1 (pdf) presents changes in the libraries using Evergreen. The July figure is 51, up 3 from March. The summary data, however, do not show concomitant increases in other data because one’s data are already included in the system it split from and the other, Catoosa County, although it is new to PINES, does not have disaggregated data in the national-level data used here. The increase in the summary figures is for Kent County alone.

The average population served at these libraries is 93,000 which is higher than the U.S. average. However, this fact reflects the result of how PINES is organized: the many small libraries in Georgia are combined into larger systems for resource sharing; and, in turn, this fact reflects on how Evergreen is designed, that is, as a Consortial Library System.

Not just big, but strong
Another interesting figure is that PINES has on several recent occasions had 100,000 circulations per day—a respectable transaction load typical of large systems and institutions. I earlier discussed the nature and effect of the distribution of libraries by size in a Riff on Big and a Riff on Small.

Looking forward
In past analysis of the adoption of open source OPACs, I have found that about one percent of U.S. public libraries are running an open source OPAC. The number of non-PINES libraries adopting Evergreen and their heterogeneous characteristics show that a broad base of libraries has chosen Evergreen and more signing up. We are arriving at the inflection point of open source adoption.

Bob Molyneux

SOLINET to provide training on Evergreen software

Thursday, July 10th, 2008

For those who missed the press release in the pre-ALA buildup, SOLINET and Equinox entered a training agreement last month which pairs Equinox with the power of SOLINET’s training skills. It’s another initiative which puts the “green” into Evergreen, as this will be all distance instruction. Save your gas money for something else!

Open Source is Beautiful

Tuesday, June 24th, 2008

Note: Expect to hear this announcement more than once this week, but Equinox will be at Booth 1888 at ALA Annual in Anaheim (that’s a triple-A statement!). Come on by!

As the newly-minted Community Librarian for Equinox, the open source support and development company for Evergreen, I’m going to be writing at this blog and at the Open-ILS blog as much as possible. I’m going to try to keep my posts short — the blogging equivalent of Lunchables, for readers who are busy and on-the-go — but I’m breaking my own rule with my first post to roll out a carb-heavy five-course post explaining why I took this job and why I feel so passionate about it.

On being at the right place at the right time

A few times in your life you get to be part of something truly important. Sometimes you realize it after the fact, as happened with me in 1989, when en route to my next Air Force duty station I turned on a motel television set to see the Berlin Wall being torn down and realized I had spent that decade as something that had just ceased to exist–the Cold War warrior.

But other times you are fortunate enough to know it right then and there. I remember the night—it was 10 p.m. on a mild evening in New Jersey in 1993 — when after spending a day installing Trumpet Winsock and NCSA Mosaic on my computer and patiently tinkering with inscrutably geekish settings, I rebooted, dialed into my Internet connection, and saw the graphical Web for the first time—huge, glowing images of the planets, courtesy of NASA.

I was so filled with belief and expectant wonder I had to immediately leave my house and drive up and down Route 17 for an hour, just to shake the willies from my flesh. I had seen the future, and it thrilled me to the core. I didn’t know if I would ever again have a moment like that, and that knowledge only sweetened the feeling.

Many interesting events in the world of computing and technology have come and gone since then, but none with the full-tilt amazement I felt that night as I zoomed past strip malls and garden stores and suburban cul de sacs, my brain shimmering with the excitement of being There, in the glory of the era when the Web as we truly know it was born.

None at least until September of 2006, when a small announcement wangled its way into the Biblioblogosphere that Georgia PINES had gone live with Evergreen. By then I had racked up close to fifteen years in libraries–closer to twenty, if you added in my college years typing overdue notices in Columbia’s Butler library and the summer in high school I spent inking book spines for San Francisco Public.

Sad, sad software

I had been part of the Great Diaspora, the pioneers trudging across the plains to move libraries from card catalogs and bound periodicals to OPACs and Web journals. I had a great, fierce belief that technology could improve our libraries, but I was also aware that sometimes, as Walt Kelly’s Pogo was wont to reflect, “We have met the enemy, and he is us.” Most libraries used software so bafflingly bad that when I was a special librarian for a library in the Environmental Protection Agency, my boss, an engineer and an overall smart cookie, took me aside to ask, in a whisper, why library software was so hard to use.

If an engineer can’t find a book in a library catalog, Houston, we have a problem. But it wasn’t any better in the public or academic libraries I worked in. It was all profoundly bad, from the cataloging modules that made it hard to catalog to the acquisitions modules that didn’t work with our vendors’ software to the online catalogs that simply puzzled our users.

It’s easy to point at vendors and ask why our software isn’t better. (Furthermore, some vendor software is pretty good—which has been particularly true of the vendors who have moved into the public-access layer.) But the real question is why we–an organization of information professionals–don’t fix our own problems.

With traditional commercial software, we can’t fix our own problems. We propose, and the vendors dispose. Commercial software is designed around the assumption that there are great secrets to be hidden within the software’s code, and that we buy and use software “off the shelf” — a truism I’ll tackle in greater depth in future posts. It also encourages some very strange and sadly duplicative behavior.

Imagine the same several dozen libraries having the identical problem with their software, but unable to share this knowledge on lists or wikis or blogs, because they (in most case government agencies!) had signed nondisclosure agreements with companies to Protect Their Secrets. Imagine each library using thousands of hours of developer time coming up with the same “fix,” because (bizarrely enough, for librarians) we had signed away our rights to share information.

Now take away the imaginary component and you know my life as a librarian for most of my career. It made no sense, and the more I lived it the stranger it seemed, particularly as outside of LibraryLand I watched open source software expand from the wrinkled-teeshirt fringes of avant-garde technology to embrace the crisp pressed shirts of mainstream automation.

Open source is here to stay

As one librarian commented recently, you know open source is viable because first, people can make money from it, and second, all the commercial vendors use it. That latter fact is amusing (or irritating, depending on your point of view) — the same vendors who swear their clients to secrecy for their super-secret code have no compunction about using open source in their own products. There’s no rule against this — part of the charm of open source is that there are very few rules — but it tells you something that the same vendors who take their clients into smoke-filled rooms and swear them to secrecy have no problem not just using but depending on software whose code is built and managed in the open.

We in LibraryLand have a lot of allied enterprises. Librarians work with many partners–book vendors, technical services companies, database vendors, data enrichment companies, and others–who need to be able to work with our software, and we don’t make it easy on them. There really should be no impediment to hooking up our software with the services of a library support company. We’re all in this together.

A few folks out there in LibraryLand think open source is still the Beatnik of the software world. But another test of open source is that people like me are now working in its industry. I’m not a soothsayer; when I first looked upon the graphical Web in 1993, I was part of the early majority, just barely ahead of the crest of the people who would find the Web.

In the same vein, when I saw the message from Georgia PINES announcing that hundreds of libraries had gone live with open-source library software, I wasn’t part of the visionary crew that had put blood, sweat, toil, and tears into a faith effort that proved to be an excellent bet. I was just a librarian who had an “ah hah” moment, a tingling in my soul that said, this is where we need to be—and this is also, specifically, where I need to be.

Saving room for dessert

You’re pretty full by now — I see the waiter coming by with the after-dinner espresso — so I’ll stop. But so you know what’s ahead, I’m going to use these blog posts to talk about open source: why it works, how you know it is right for your library, how to evaluate it, events and factoids, and what the FUD is. (FUD stands for Fear, Uncertainty, and Doubt, and some desperate vendors are spreading it around like manure on a tomato garden.)

Mostly what I want to do is welcome you to the table. This has been a long time coming, and I hope through my writing to make it clear there’s a place set for each one of you.

(Oh, and thanks to Flickr user Elmada for the great Lunchables photo!)

– Karen G. Schneider, Equinox Community Librarian

Deep in the heart of Texas

Monday, April 14th, 2008

In preparation for the Texas Library Association conference this week, I have been looking at data from public libraries in Texas using the same method I used in a post on the open-ils blog on library characteristics: A Riff on Big. Not surprisingly, Texas public libraries show similar patterns as we saw there for all U.S. public libraries: a few very big libraries and many small ones.

Taking total circulations as in that earlier post, we find the following summary figures for Texas from the same fiscal year 2005 data used there:
The maximum number of annual circulations at any Texas public library was 10.4 million at Harris County. The fourth quartile, though begins at 87,800. That is, one fourth of the libraries in this sample had total circulations greater than that number including, of course, Harris County. One fourth had between 31,732 and 87,800. The central value is that 31,732 which means that half of the libraries had circs greater than that number and half had less. The first quartile—the lowest fourth—had fewer annual circulations than 12,050. As I said, the central value is 31,732 but the mean, that is, the arithmetic average, is 180,574. The big libraries are so big that they pull this average way above the median.

This kind of relationship with circulations exists with most other variables. For example, total expenditures: median (or central value): $ 116,000, while the arithmetic mean is $655,856. And so on through most of the variables that relate to size. The big public libraries in Texas are very big and the small ones are very small.

There are implications to the fact that the distribution of libraries by their sizes and resources have these characteristics. I discussed the profound and worrisome policy implications in more detail in that earlier post but, briefly, differential resources like these numbers indicate have a lasting effect on our notions of a foundational premise in our form of government, that is, an informed citizenry. In addition, in an era where so much is changing in our economy and so fast, continuing education is vital. Smaller libraries have fewer resources to aid a population that is adapting to continuing change and is trying to stay informed. What I neglected to mention earlier, however, is the fact that libraries provide their users entertainment as well as edification—and sometimes both at the same time.

In the Transforming Texas Libraries initiative, there is a clear background of realizing that the changing information environment faced by libraries and the public they serve are changing. Google and this new information environment are affecting libraries.

I have an idea:

Why not put all Texas public libraries in one resource sharing network like the folks in Georgia did? The technology exists now with Evergreen and a related development effort, dubbed FullfILLment ™, that will use the proven Evergreen back end processing to connect to library catalogs that are not using Evergreen through opportunistic connectors and, voila!, you have a PINES-like consortium. FullfILLment is discussed in other blog posts. We are working with some other large consortia to get development funding.

What would happen? Well, all sorts of things as the network filled out.

Right now, users of libraries face an information environment with their libraries that resembles “silos” as they are called in the IT world: separate and barely communicating collections of information. In a Google world, library users and potential library users find library resources broken up in small lots while they are now expecting to see the whole panorama of what is available. Interlibrary loan is a sluggish, time consuming, and awkward way of sharing materials between libraries; its cost in time and complication reduces its use and its effectiveness.

Within PINES, however, ILL become “holds” that result when someone searching the local catalog can’t find what he or she is looking for locally and the ILS offers a simple means to request it from another library. The material is already verified and the user authenticated. Without going into too much detail, I discussed elsewhere what I dubbed “The Evergreen Effect” which is what I called the increase in holds coming from the result that Evergreen was easier to use than the legacy software. Holds were up in the 30-50% range and total circulations were up 10% or so. This increase was after the consortium already existed so we have no easy way to estimate how much of a circulation increase came about as a result of a consortium alone. What would all this mean to Texas with its 100 million circs (again, 2005 figures)? Would a 25% increase be outlandish a projection if Texas were to emulate the PINES experience?

Q. Can Evergreen really handle the circulations for all the public libraries in the state?
A. Yep. That is what it was designed to do.

Q. Is Evergreen perfect?
A. Nope. It will do a lot but acquisitions and serials won’t be working until late this year or early next year. But, it will take longer than that to get the libraries loaded anyway.

Q. But won’t this expected increase cause problems?
A. In the short run, very probably. People like libraries and if you make it easier to use them, count on it: they will. Folks will be coming in your library more to avail themselves of a virtual collection that is substantially larger than what they have access to currently. In Georgia, we have seen that library users do not care about our politics but they do love access to the long tail—or at least the “slightly longer tail” than they find at their libraries. The public that uses libraries also uses Google and information silos pain them. These users have been trained to expect better in this era.

More broadly, there are good problems in libraries and bad problems. A bad problem is what happened to many libraries in Louisiana after the hurricanes: they’re gone. A good problem is when folks want to use your library so much that they bust down the doors. Now they tell the mayor what a great job the library is doing so the library director doesn’t have to. The budget meeting without that problem. In Georgia, the legislature has just passed a bill increasing the PINES budget by a third. It is on the governor’s desk and we will see if he signs it. But, the support PINES received in the legislature, I believe, is a result of the support it receives among its many users for having done a good job. A good job means more support.

People like what libraries do and if given the opportunity to have libraries that make more materials more available, the users of libraries will visit them more often. That will likely mean more work in the short run but in the long run stronger libraries and a better informed citizenry that uses libraries. We have the ability to run very large, very dispersed networks now and our users like them. What are we waiting for?

Bob Molyneux

The Martian State Library and the Lunar Provincial Library System select Evergreen

Tuesday, April 1st, 2008

April 1, 2008

The Martian State Library and the Lunar Provincial Library System (LPLS) have selected Evergreen, the open source ILS, for their next-generation library automation systems. Thus, Evergreen’s unique and well-known capabilities as a robust, high capacity ILS will be utilized to provide libraries on the two systems with a unified catalog and resource sharing network. Equinox Software, Inc. will provide migration, on-going support, and consulting services.

Libraries on Mars and libraries on the Moon will each be linked through Evergreen and a single-planet borrower card, thus providing their users with access to all materials in libraries on either planet. More broadly, using FullfILLment ™, a development of Equinox Software, Inc. that uses the Evergreen engine to provide non-Evergreen libraries on Earth with many of the advantages of cross-library resource, work will now go forward on integrating libraries on all three of the major human settlements using the hyperspace transfer protocol as the communications transport mechanism.

A library automation system serves as the technological backbone of the library, facilitating circulation and cataloging of library materials as well as letting patrons search for items online. The Evergreen system was originally created by the Georgia Public Library Service for use in its libraries and has been made available to the libraries throughout the solar system through an open-source license.

Noisette Rhysling, Martian State Librarian, said “We are delighted to commit to Evergreen to power our state-wide library network. Evergreen works now in doing what we want to do and we do not have to rely on promises of what might be developed in some vague future to do what we want to do now.”

Adam Selene, director of LPLS, observed: “Evergreen’s modular structure allows us to accommodate our local configuration requirements and also allows us to use modules from other open source suppliers. We no longer need to rely on companies supplying only monolithic solutions to our libraries and their users. With the enhance content options available through Evergreen’s partners, our users have the best user experience, for the least cost, with the most options.”

About Evergreen

Evergreen is an enterprise-grade open-source ILS initially created to support Georgia PINES, a consortium of over 270 public libraries. Since its debut in September 2006, Evergreen has received significant attention from around the world, including the reception of a Technology Collaboration Award and grant from the Andrew W. Mellon Foundation. Additional Evergreen implementations include a growing consortium in British Columbia, Canada, and new implementations planned for Indiana and Michigan. Evergreen was designed from the ground up to be a flexible, fault-tolerant system capable of supporting libraries of all sizes. Boasting a myriad of standards-compliant methods to access and control data, Evergreen is a robust platform that evolves with the needs of even the most complex library system or consortium.

About Equinox Software, Inc.

Libraries interested in joining the open-source software revolution often face concerns over where to find the technical expertise to take advantage of their desired software products. Equinox Software Inc., based in Norcross, Ga., is a firm dedicated to working with libraries in all aspects of Evergreen, the enterprise-grade, open-source Integrated Library System (ILS).

Founded by the original Evergreen designers and developers, Equinox offers a wealth of experience and expertise in Evergreen development, support and integration. Equinox specializes in customized packages designed for the specific requirements of individual libraries and consortia. Instead of one-size-fits-all support, Equinox works closely with libraries to ensure Evergreen is implemented in the manner that best fits their individual needs. In addition to support, custom development and integration services, Equinox offers complete Evergreen hosting packages for libraries wishing to outsource their ILS infrastructure needs.

For more information on Equinox Software, please visit .

(For both off planet Websites, you will need a browser capable of using the hyperspatial transfer protocol.)

The Martian State Library’s Website is available at hstp://pww.msl.mars/. It was founded in 2032 in Port Lowell, Mars and is the central agency serving libraries on Mars.

The LPLS was established in 2017 with the first permanent settlement and expanded with the burgeoning population after the 2075 revolt. Its Website is available at hstp://pww.lpls.luna/.

Open Source OPAC Market Penetration in US Public Libraries

Monday, March 24th, 2008

This post is an updated version of an attempt last fall to assess the penetration of open source in the U.S. ILS market. There were two posts in LISNews, one on October 15, 2007 and the second on October 19. In summary, they reported that about 1% of U.S. Public Libraries used open source ILSs, depending on the variable one used. The data gathering for this reprise of that study took place on March 3, 2008 and I find about the same percentages now as then.

The point of this exercise was to establish a baseline to measure the growth of open source solutions in libraries. I use U.S. public libraries because there is a universe, national-level data series that gives us a denominator with which to calculate percentages. It is convenient that both Evergreen and Koha, the two major open-source ILSs used in the U.S. have their homes with public libraries and are just beginning to be adopted by academic libraries so the percentages are lower. I used ILSs because they are relatively easy to discover by using Marshall Breeding’s lib-web-cats. The latest national-level data are for fiscal year 2005 so we will be using these data to make estimates of the current state of ILSs. And at this point, the vagaries of data become complex so I have moved the Methodological discussion to a separate page.

Table 1 gives summary data and has two sets of summaries. Back to Table 1 in just a bit

Table 2 has summary statistics for public library systems actually running Koha as of March 3 (there were 15).
Table 3 has summary statistics for library systems running Evergreen (48).
Table 4 has summary statistics for another estimate of public library systems running or planning on running Koha at some time in the indefinite future, according to lib-web-cats. There were 81, including the 15 in Table 1. Note the column to the far right. It has the ILSs actually being run by these Koha libraries on March 3.

Thus,the first two lines of Table 1 are based on summary data from a total of 63 (48+15) systems and the second two lines on a similar total of 129 (48+81) systems.

In these latest national figures, we have a total of 9,198 public library systems. There are about 17,000 actual “outlets” (central libraries, branches, and bookmobiles) in these systems but the detailed data here are only available for systems.I have picked data from these libraries that are indicative and provided totals of those data.

Looking at the top two lines in Table 1, as of March 3, 63 were running either Evergreen or Koha.That is .7% of the total number of systems. However, if you look at population served to measure penetration, it is 1.7%; circulations, 1.0%; if you prefer total operating expenditures, these 63 libraries in FY 2005 were .9% of the U.S. total.There are other summary figures there, but we can say that these numbers hover around 1%.

Last October, there were 62 libraries running either Evergreen or Koha and, using FY 2004 data, I found these were .67% of systems and the other figures were roughly similar to the March figures.

A New Wind Blows

Recently MassCat and WALDO announced that they will be working with LibLime implementing Koha. Also recently, the Indiana Open Source ILS Initiative and the Michigan Evergreen Project committed to work on Evergreen implementations with Equinox Software. All libraries in these consortia will not be implementing these plans tomorrow and some libraries in them may not implement either Koha or Evergreen ever. For instance, WALDO’s implementation of Koha is apparently to be with a subset of its total membership. 24 academic members with each maintaining its independence according to my understanding of what John Stromquist, Executive Director of WALDO, told attendees at the VALE Symposium. Given the state of my hearing, I would like to see the film when it is posted on that site.

These announcements plus other work in the pipeline indicate the low numbers seen so far are forming a foundation of faster growth ahead

Bob Molyneux