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SESSION 1317 Using OPEN SOURCE software in a Shared ILS.

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Presentation on theme: "SESSION 1317 Using OPEN SOURCE software in a Shared ILS."— Presentation transcript:

1 SESSION 1317 Using OPEN SOURCE software in a Shared ILS

2 Speakers Shann Leighton, CEO Shelburne Public Library Agnes Rivers-Moore, CEO Hanover Public Library Wilda Allen, CEO Grey Highlands Public Library Rose Dotten, CEO Shelburne Public Library

3 Introduction SHANN LEIGHTON Selection, Consortium, RFP

4 THE MIGRATION PROCESS AGNES RIVERS-MOORE CEO / Chief Librarian, Hanover Public Library

5 Make migration choices Study tables and data in Spectrum and in Koha Study local library procedures Match up similar functionality in both systems Extract tables & data from Spectrum Clean up data (a little late…) Manipulate data to fit Koha tables Create method to insert data into Koha tables Run, test, amend, run, test, amend… repeat Insert all data to sandbox system and test again Turn over to library staff Repeat with new data and GO LIVE KOHA DATA MIGRATION or, How we got from A to B

6 Migration choices Critical decision – what do you need to keep? Spectrum had about 60 tables, Koha about twice that many. Our vendor offered to transfer almost everything over. Most systems allow at least simple export and import of MARC and Patron records. Circulation, fines, holds, history can be very difficult. Statistics were not possible to migrate over.

7 Study Spectrum Know where you are coming from. A thorough understanding of how the old system works is needed. In our case we used in-house staff with systems experience. Remember, Garbage in, garbage out! Clean up the data first as far as possible. Extract and study the old system tables, relationships, data formats etc.

8 Study Koha Study the new system tables and relationships. Look for basic data elements – Spectrum p_patron table is Koha borrowers Spectrum loclseq is Koha itemnumber Identify how tables are linked – hidden system IDs A partial diagram of key Koha tables:


10 Study library procedures Look at the basic library procedures. Study Koha system options and rules. Apply what the new system can do to what the staff and customers need. Just because the old system did it one way does not mean that is the best way – prepare for change. We discovered that six libraries using the same system had six different ways of doing everything!

11 Match functionality Match up new functionality to old e.g. when a book is checked out, which tables are accessed, how are they linked? Check that each data element has a place in the new system. Make a clear map of which data goes where. Make sure your vendor/consultant understands.

12 Extract data Figure out how to extract the data you need. In Spectrum this required purchasing proprietary software from the database vendor – the Spectrum system vendor did not have the tools we needed. … some folks would have given up here. Convert the extracted data into a format you can work with.

13 Clean up Data out is only as good as what you put in. This stage is a good time to look at the mess and clean it up - reformat addresses to conform to Canada Post requirements, fix postcodes etc. Weed out the old. Every stage will take longer if you leave in ancient history and inactive accounts.

14 Manipulate to fit Modify, combine, split or edit to fit: Koha needed date:time together - Spectrum stored them in separate fields. Spectrum split patron notes into different elements - Koha has a single text area. Yes/No flags were 0/1 or -1/0

15 Insert data Use import where possible (MARC records, patrons) Time to do some programming: for the rest, write scripts to insert modified data, line by line, into the new Koha SQL database tables. Run a sample, check result, modify, check. Document every change carefully. Run full insert of each table, and … CHECK AGAIN.

16 Set up Sandbox Set up a test system with all the rules and preferences Import every part of the data, as intended for the final system Test it does what you believe it should do – due dates calculate correctly, fines accrue, overdue reminders are generated (… if using reminders, dont connect to the outside world yet!)

17 Run, test, amend… Check and double check: Once all the basic patron, MARC and item tables are filled, check for functionality – check out, check in, create hold, add patron, add item Add other data elements and check each works (holds, fines, checkout history match up with the correct patron and item)

18 Staff testing Turn it over to staff who know the data from their own library to test it intensively. They will spot errors in the data They will learn to watch the screen This is when good trainers will be discovered Ask the Librarian!

19 Do it for real (Of course there is a lot of staff training and other preparation I am skipping over here.) Final data extraction – back up, back up, back up! Repeat the data manipulation exactly as documented Insert the data to the new Koha system Test that everything works one more time Turn OFF the test system! GO LIVE !

20 KOHA – GREAT FEATURES ROSE DOTTEN CEO / Chief Librarian, Shelburne Public Library

21 KOHA: Great Features: what we like… Customizable …add graphics, logos, hours, change for upcoming events etc. Access from home! – a great feature for our patrons Links to Amazon, other catalogues and sources etc. Logistics- Print and design our own barcodes, uses Copy cataloguing and z39.50 protocols

22 OUR Library Home Page and access to KOHA


24 Review your own file …

25 What you can do… Purchase Suggestions Your own information

26 What Andrew has checked out – ALL or last 50

27 Current Title Checked Out – Search sidebar

28 Sidebar Information during Search

29 Shelf Browse- a fun feature

30 Holds Queue

31 Holds Pending- date range

32 Holds awaiting pickup – great feature to quickly check when catalogue says AVAILABLE

33 KOHA – MULTI-BRANCH ASPECTS WILDA ALLEN CEO / Chief Librarian, Grey Highlands Public Library


35 Start-up costs (approx. ¼ cost of proprietary software) Costs for ongoing maintenance and yearly support (1/4 cost of proprietary software)

36 Patron Memberships – registration at one branch is membership at all branches Patrons may: Borrow from any branch with card Return items to any branch Reserve item from one/all branch(es) through online catalogue. May also indicate where they want to pick Online catalogue- provides option to search all branches or single branch









45 Staff may access: Circulation Activity system-wide Staff have real time access to circulation activity of materials at the other branches- useful for checking on status of materials. Patron records-fines, messages, membership status Materials Check-in- pop up "transfer" messages for materials belonging to other branches Interbranch loans- "transfer" feature allows for tracking of the item from time hold is placed to transfer of material until it is checked in by the borrowing library. "waiting" feature- until patron picks up item.




49 Importing of marc records- holdings for branches; allows for unique call numbers at branches Donated materials- additional holdings can be added to records in database Weeding of materials-staff can check database for other copies. Bulk loans or blocks of materials can be moved to other branches by "transfer" feature.


51 Web-based product- allows administrators to log in to any branch from any computer

52 The SAUGEEN LIBRARY CONSORTIUM welcomes new members interested in using KOHA. Contact: Shann Leighton The support of the Government of Ontario through the Ministry of Tourism and Culture is acknowledged.


54 Saugeen Library Consortium Feb Finances Grant Applicaton$133,107 Actual Costs$180,983 Difference-$47,876

55 SAUGEEN LIBRARY CONSORTIUM BREAK DOWN OF EXPENSES GRANTACTUAL DIFFERENCE Manag. & Admin. $14,500$14,750-$250 Data Migration $37,012 $37,984 -$972 Hardware Set-up $26,385$35,335 -$8,950 Cust. Sup. & Datbs Managmt $16,450$21,300 -$4,850 Staff Training $5,700$6,908 -$1,208 Promotion to Public $15,000 $5,731 $9,269

56 DONATED SERVICES AND MATERIALS GRANTACTUAL DIFFERENCE Library Staff Admin.$6,160 $46,803 - $40,642 Computer Hardware $11,900 $12,174 -$274 Total$133,107 $180,985 -$47,878

57 SAUGEEN LIBRARY CONSORTIUM Revenue GRANTACTUAL DIFFERENCE LSDF Grant$50,000 $50,000 Grand Valley Library $8,348 $9,106 -$758 West Grey Library $9,984 $12,419 -$2,435 Hanover Library $10,710 $10,624 $86 North Perth Library $13,097 $14,996 -$1,899 Shelburne Library $9,836 $11,089 -$1,253 Grey Highlands Library$13,072 $14,072 -$1,000

58 SAUGEEN LIBRARY CONSORTIUM Donated Services and Material GRANTACTUAL DIFFERENCE Library Staff Admin.$6,160$58,677 (combined) Computer Hardware $11,900 -$40,617 Total$133,107$180,983 -$47,876

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