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KOHA at OSA : Experiences and the road ahead

KOHA at OSA : Experiences and the road ahead. Katalin Dob ó ( Senior Librarian) dobok@ceu.hu J ózsef Gábor Bóné (Database Developer) bonej@ceu.hu. Current Architecture - Disadvantages. Separate databases, with different data structure OPAC data source isn’t updated automatically

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KOHA at OSA : Experiences and the road ahead

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  1. KOHA at OSA: Experiences and the road ahead Katalin Dobó (Senior Librarian) dobok@ceu.hu József Gábor Bóné (Database Developer) bonej@ceu.hu

  2. Current Architecture - Disadvantages • Separate databases, with different data structure • OPAC data source isn’t updated automatically • Standardized data export isn’t available • No support for advanced indexing and searching • No support for data harvesting

  3. Koha: Supported Standards Z39.50 client and server: LOC maintained standard which specifies a protocol for searching and retrieving information from remote databases SRU/W client and server: Search/Retrieval Via URL – XML focused search protocol for internet search queries OAI-PMH server: Open Archives Initiative – Protocol for Metadata Harvesting Metadata Standards for describing content: UNIMARC, MARC21 Export options: Bibtex, DC (XML), MARCXml, MARC, MODS (XML), RIS

  4. Installing Koha - Software Requirements Operating System: Linux (Debian recommended) Windows (Possible, but unstable) Database engine: Mysql Zebra (Included in the package) Programming Language: PERL Web Server: Apache

  5. Installing Koha – Difficulties / Possible problems • Requires root access to the server, so it’s not a DIY, unless you are the system administrator. • Installing PERL modules could be tricky. (Pre-configured, CPAN, install from source) • Pay attention to user and group settings of the Linux when configuring cron jobs. (Especially in case of zebra indexing) • Example data seems helpful at the beginning, but mostly it just generates a lot of „cleaning” task. • Be careful when choosing UNIMARC or MARC21, you can’t change it afterwards.

  6. Koha: An overview Developed in New Zealand by Katipo Communications. The first installation went live in January 2000. http://koha-community.org/ 2002: support for MARC21, Z39.50 (developed by Nelsonville PL): increased interest in the States. 2006: Zebra. 2003-2005: Serials, Statistics, Import tools and an advanced OPAC. Commercial support firms — including LibLime, 2005- (www.liblime.com/), Equinox Software (www.esilibrary.com/esi/), ByWater Solutions, 2009-, Index Data in Copenhagen (www.indexdata.com/), or BibLibre in France, 2007- (www.biblibre.com/) Model of „sponsored benefit”. „Coopetition”. NGOs, non-profit institutions: EIFL promotes Koha and Evergreen in developing countries. www.eifl.net/fossCase studies: http://www.eifl.net/koha-foss-integrated-library-systemor theRaoul Wallenberg Institution in Lund www.rwi.lu.se/library/workshopchrp.shtml National user groups: in Europe, Asia, Africa. KUDOS (Koha Users and Developers Open Source Group): http://kudos.koha.org/

  7. Community tools and resources When talking about open source the answer is never "can't handle" -- it's "can't handle it yet" :) Nicole C. Engard Mailing lists: Koha-community.org/support/koha-mailing-lists IRC chat: Koha-community.org/get-involved/irc Bug tracker: Bugs.koha-community.org/bugzilla3/ Git repository: Git.koha-community.org Koha wiki: Wiki.koha-community.org Wiki.koha-community.org/wiki/IRC_Meetings Demos: http://koha-community.org/demo/ Video tutorials: http://www.bywatersolutions.com/section/learning-open-source

  8. Manuals, guides, tutorials Tutorials, how-tos, FAQ http://koha.org/documentation Wayne State University 3.0 Reference Manual Developed by the LIS 7435 Integrated Library Systems class at the Library and Information Science School at Wayne State University in Detroit, Michigan in Winter 2010 http://koha.org/documentation/manual/wayne-state-university-koha-3.0-reference-manual

  9. Koha Translation Projecthttp://translate.koha-community.org/projects/32/ • Koha 3.2 documentation is being translated into 41 languages • Completed: Danish, French, German, Icelandic, Spanish • Over 80 %: Greek, Italian, Portuguese • Russian, Ukrainian, Arabic, etc.

  10. Evaluation of the community Koha: 19 companies offer software counselling, support, training, etc. Adopts two Marc formats (Marc21, Unimarc), available in more than 25 languages. Effectively structured community and contributions. Different administrator for each version. The size of its community: over 50 developers and contributors in dozens of countries. Evergreen: Rapid growth of its community. From consortia of public and academic libraries in the US and Canada. High level of user satisfaction. Source: Tristan Müller, OCLC Systems & Services. International digital library perspectives. Vol. 27, no. 1, 2011www.emeraldinsight.com/1065-075X.htm

  11. Functionality Available moduls Administration (reports) Shared administration applies to bibliographic/authority records, patron records/preferences, budgetary funds, etc. All branches can be treated as independent, sharing a common catalog. Has a report generator. Options for assigning user privileges. Cataloging Works with both MARC21 and UNIMARC. Allows direct cataloging into MARC format. Makes possible to set, add, modify zones and subzones. Set of frameworks for different material types. Authority control Used for titles/names/subject headings. Authority control is based on MARC21. Authorized values for item or local use fields.

  12. OPAC: Functionality checklist SEARCH Basic search / simple keyword Advanced search Faceted navigation Built-in spell-check feature (does not suggest alternative spelling) BROWSE Browse collection Shelf/call number browse DISPLAY Brief display list Full record display MARC display Relevancy sorting of results Book jacket display Download / save records E-mail records Place/cancel hold/reservation Patron login and account RSS delivery of search results My Koha For registered users only Aggregate records in atemporary collection (OPAC Cart) or in a permanent collection (private or public OPAC List). Add purchase suggestions Social cataloging features (Built-in ‘Web 2.0”) Catalog mashups: Displays book cover images (Amazon, Google) Tags and reviews from LibraryThing User contributions: tags, reviews, comments Clouds RSS feeds Zotero „Open-source OPACs, especially that of Koha, seem to be more innovative than their long-established proprietary counterparts as our investigation shows.” Yang & Hofmann, Information Technology and Libraries, Sept. 2010 Functionality: OPAC

  13. Functionality (cont.) Circulation functions Real-time verification and validation Account expiration data Supports borrowing, renewal and return of materials Includes automated e-mails based on circulation requests or the receipts of circulation transactions Generates specific batch mailings or e-mail notices to patrons. Personal accounts (My Koha) Acquisitions Order tracking: limited to ordered-received-completed commands Serials Koha can link journal titles to full text via Serials Solutions. Supports: Routing periodicals Inventory control Check-in function Authorities Tracks internal routing lists to patrons. Manages subscription data and claims information.

  14. Migration Steps • Data Mapping • Exporting MARC data • Converting MARC data • Staging MARC records • Import to KOHA

  15. Migration Steps Step 1. – Data Mapping Mapping Table Cataloger’s Reference Shelf -www.itsmarc.com/crs Step 2. – Data Export VBA Function Export result – MARC mnemonic text file (UTF-8) Bibliographic Records + Item Data Records (MARC 952)

  16. MARC mnemonic file - example =LDR 00000nam 2200000 a 4500 =008 \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\eng\\\ =041 \\$aeng =100 1\$aCook, Michael Garnet. =245 \0$aManaging records in records centres /$cMichael Cook. =260 \\$aLondon :$bInternational Records Management Trust ; International Council on Archives, $c1999. =300 \\$a94 p. =440 \0$aManaging public sector records : a study programme =952 \\$8ARC$aOSA$bOSA$eOSA Holdings$t1$yBK

  17. Migration Steps Step 3. – Converting MARC text file to MARC records MarcEdit – MarcMaker Tool http://people.oregonstate.edu/~reeset/marcedit/html/index.php Step 4. – Stage MARC records Step 5. – Import Data

  18. Stage MARC records

  19. The road ahead Final issues to be addressed before full migration takes place: • Setting up Authority control and Authorized values; • Migrating Russian & Ukrainian periodicals: solve the problem of multiscript records; • Consolidating, mapping and migrating film library records. • OPAC customization and design; • Documentation on local practices, training materials.

  20. The road ahead • Explore the functions and install an open-sourcecataloguing application, developed by LibLime, called Biblios, which can be embedded in Koha. • It is a browser-based cataloging editor. Includes export function, so, records can be exported in MARC21 or XML format. • Has a central Target Registry, seeded with over 2,000 Z39.50 servers. Helps catalogers to find, create and share Z39.50 targets. • Hosted database of free records. Enables access to eight-million authority records and over 25-million bibliographic records, through a free, downloadable database on biblios.net. Offers social cataloging features such as forums, private messaging, and chat. • Targets lower-budget customers with smaller collections than OCLC members. • Koha is currently the only integrated library system that supports this API.

  21. The road ahead Electronic resource management? Integrate social networks? Open Library

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