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Open Source in the Library

A guide for open-minded bibliophiles

Open Voices, Issue 10

Opensource.com

Copyright

Copyright © 2014 Red Hat, Inc. All written content licensed under a

[Creative Commons Attribution-ShareAlike 4.0 International

License](http://creativecommons.org/licenses/by-sa/4.0/).

Introduction

Sharing. Collaboration. Community. Open access to knowledge. The right

to build on others' work. Values like these are pillars of open source

software development.

And they inform the mission of libraries all over the world.

Libraries embody the open source way—perhaps more than any other

cultural institution today. They're bastions of it. Stewards for it. As

spaces for learning, they champion the open distribution and free

circulation of knowledge. As sites for community gatherings, they foster

collaborative endeavors—fruitful exchanges of resources *and* ideas. And

as symbols of both preservation and innovation, they represent one of

our greatest resources for weathering the turbulence of an ongoing

transition to the 21st century.

In April 2014, Opensource.com invited open-minded bibliophiles to share

stories about the powerful ways open source thinking reverberates

through libraries. During [Open Library

Week](http://opensource.com/life/14/4/open-library-week), we learned

about open source tools libraries might leverage in the face of

ever-mounting budgetary constraints. We saw how libraries are coupling

productively with groups that also embody an open source ethic—those

makers and hackers committed to innovation through sharing. We glimpsed

something that should be glaringly obvious: libraries are as important

as they've ever been. They may take novel forms as they respond to the

demands of a new era, but what grounds them will never change: a

commitment to the open source way.

Five open source tools libraries need to know about

Nicole C. Engard (originally published April 2014)

There was a time when working in the library I found it very frustrating

(as many librarians do) that there were so few options for software that

actually did what I needed. In libraries we're so used to there being

this *vendor=software model*. Where one vendor controls a product and

while there might be other similar products, they too are controlled by

a vendor.

This is why libraries need to take a closer look at open source

software.

By removing the "owner" (aka the vendor) from the equation we get a lot

more freedom to make software that does what we want, how we want, when

we want. One of the hardest thing to teach libraries who are switching

to an open source solution is that the power is now in their hands to

direct the software\!

For this very reason, I teach a lot of workshops on open source software

for libraries, and I always find it interesting when I bring up tools

that the attendees have *never *heard of. It is true that it's difficult

to keep up with all the applications out there, so I've compiled a great

list of the **five open source tools** more libraries should know about.

SubjectsPlus

[SubjectsPlus](http://www.subjectsplus.com/) is an open source subject

guide tool. For the non-library types reading this: a subject guide is a

common resource in libraries to point people to relevant resources on a

specific subject. When I first started in libraries, what we were

working with was a series of hard-coded pages full of links. Now we have

tools like SubjectsPlus to do the heavy lifting for us.

SubjectsPlus makes it easy to add staff (or guide managers) and

resources (print, databases, links, and more) so that you can publish a

handy subject guide for your patrons. For example check out the Oakland

University Library's [Course Guide for

CSE 561](http://research.library.oakland.edu/sp/subjects/guide.php?subject=CSE561).

LibKi

[Libki](http://libki.org/) is a public kiosk management system designed

for libraries by those working in the library\! It allows for you to

manage your public computers in the library (or any public setting) with

minimal set up.

I remember when my first library chose a kiosk management system—it was

torture to set up and maintain. That's when I went out looking for an

alternative and found Libki.

Using Libki, a library can manage how much time users can have on public

machines, issue visitor IDs with different rules than those of regular

card holders, reserve machines for patrons, and generally manage the

kiosk so that everyone gets their fair share of time. You can see Libki

in action in this [introductory

video](http://libki.org/blog/intro-to-libki-video/).

BibApp

[BibApp](http://bibapp.org/) is a research social network. It is a neat

tool for academic libraries to use to connect researches on campus with

experts in a field to assist them in their research. Researchers create

profiles and add their works to their profile. This makes it easy for

them promote their work, and it shows the rest of your campus community

what the researcher is working on. For libraries, BibApp makes it easy

to find out what research is being done on campus. See BibApp [in

action](https://connections.ideals.illinois.edu/) at the University of

Illinois.

Guide on the Side

[Guide on the Side](http://code.library.arizona.edu/gots/) is such an

awesome tool, and it says right on the website: *Know how to use Word?

You already know how to use Guide on the Side\!* This handy little tool

sits on the side of your website or library catalog to walk patrons

through how to use the system. See the tool [in

action](http://www.library.arizona.edu/applications/quickHelp/tutorial/searching-the-ua-library-catalog)

at the University of Arizona.

Basically, you write up your tutorial in the Guide on the Side interface

and then tell it what URL to display on the right of the screen. Your

tutorial can even include a quiz to be sure people are following along

and understand your instructions. This tool could have many uses inside

the library.

OpenRoom

[OpenRoom](http://www.bsu.edu/libraries/getopenroom/) allows you to

manage reservations for a library's public spaces. One question I get

over and over in training sessions is for an open source room-booking

application. There are actually several out there, but OpenRoom is

designed by and for libraries. The simple interface allows easy

customization of the theme, creation of reservations through a webform,

and quick setup of rooms and/or groups of rooms. Take OpenRoom for a

[test drive](https://www.bsu.edu/libraries/openroomdemo/).

Open source library system Evergreen rewards the community

Dan Scott (originally published April 2014)

As a systems librarian at an academic institution, I am a conduit

between those who want to access the resources our library offers and my

colleagues who describe the resources on behalf of researchers. I direct

our limited development resources so that our systems can best meet the

needs of all of our users. [In their

paper](http://www.nber.org/papers/w14946), Schwarz and Takhteyev claim

that software freedom makes "it possible for the modifications to be

done by those actors who have the best information about their value

\[and\] are best equipped to carry them out."

[Evergreen](http://evergreen-ils.org/), as an open source library

system, enables me to invest my time so that my work benefits not only

our institution, but all other Evergreen-using institutions when I offer

my local work to the project as a whole. This focus on the improvement

of the project as a whole, rather than site-specific enhancements, is a

broadly shared principle of our development community.

Until we adopted Evergreen in 2009, our university used a proprietary

solution that only allowed limited tailoring of the HTML interface via a

proprietary macro language. There was no way to improve the interface

used by library workers; and while batch operations were possible

(assuming you had paid for the "API" training course), there were no

guarantees of data integrity for such operations. The time and effort

learning to customize that proprietary system was largely wasted: there

was no other context in which that expertise could be reused, and

although private forums allowed sites to share customizations, the lack

of open communication and standard version control infrastructure

impeded the collective effort. Feature requests and bug fixes depended

entirely on the limited resources of a single company.

In contrast, the ability to modify any of the source code in

Evergreen—from user-facing HTML that uses Perl's robust and broadly

adopted [Template::Toolkit module](http://www.template-toolkit.org/),

down to business logic buried in PostgreSQL database-level

triggers—enables us to directly satisfy the needs of our users and

rewards those who invest their energy in working on Evergreen with

skills that are directly transferable to other projects. For example,

many newcomers to Evergreen quickly develop PostgreSQL skills with

tutorials that we have shared such as [Introduction to

SQL](http://coffeecode.net/archives/263-Introducing-SQL-to-Evergreen-administrators,-round-two.html)

for Evergreen administrators and [full-text search in

PostgreSQL](http://stuff.coffeecode.net/2012/pgopen_fulltext/pgsql-fulltext-intro.html#%281%29).

The use of standard open source infrastructure such as open mailing

lists, bug trackers, and git repositories enables our development

community to make the most efficient use of our time. Our institution

has contributed enhancements including integration with other arcane

library systems (such as OpenURL resolvers), a password reset mechanism,

and the publication of [schema.org](http://schema.org/) structured data

about libraries and their resources in HTML pages for easier consumption

by search engines. But we have in turn benefited many times over from

other community enhancements such as support for citation management

utilities, LDAP authentication, responsive web design, and accessibility

enhancements.

The Evergreen project is about more than just code, however: we joined

the [Software Freedom Conservancy](http://sfconservancy.org/) in 2011 so

that a neutral third party can hold community assets such as trademarks,

domain names, and funds for efforts such as our annual international

conference. This organizational structure, combined with the licensing

of our code under the General Public License and our documentation under

the Creative Commons-Attribution-ShareAlike license, eliminates concerns

that any single participant in our community can hijack our collective

efforts and frees us to collaborate in mutually trusting relationships.

A major benefit of working with open source is the freedom to share the

knowledge and skills that I have acquired by participating in the

Evergreen community. Computer science students at our university have

learned about open source community culture and tools such as bug

tracking, mailing lists, and IRC through talks I have given on the

Google Summer of Code program and tutorials I have led on subjects such

as [git](http://stuff.coffeecode.net/2013/git_tutorial) and [enhancing

HTML5 webpages](http://stuff.coffeecode.net/2014/schema_org_codelab/)

with RDFa structured data. These practical sessions (grounded in my work

with Evergreen) offer a software development-oriented balance to

coursework that is often more academic and abstract.

Finally, we collaborate with fellow projects such as

[Koha](http://koha-community.org/) on improving Perl modules such as

[MARC::Record](http://search.cpan.org/%7Egmcharlt/MARC-Record-2.0.6/lib/MARC/Record.pm)

that deal with relatively arcane library standards. Open source projects

are stronger because we do not view competition between projects as a

zero-sum game; instead, we work with our peers to improve the foundation

of our efforts for everyone.

Web-publishing for libraries and the robust community of Omeka

Sharon M. Leon (originally published April 2014)

Understandably, software developers might wonder how a bunch of

historians ended up shepherding an open source content management system

into the world, but in the case of [Omeka](http://omeka.org/) the

trajectory is a logical one that stems from years of work in open access

public history and cultural heritage projects.

Omeka is a leading open source collections-based web publishing platform

for cultural heritage institutions, researchers, scholars, and students,

developed by the [Roy Rosenzweig Center](http://chnm.gmu.edu/) for

History and New Media (RRCHNM) and the growing open source developer

community it supports. It is released under the GPLv 3.0 license.

Publicly launched in February 2008, Omeka has been downloaded tens of

thousands of times. Unlike many similar platforms, Omeka takes a

user-centered, access-focused approach to collections, emphasizing

approachable, accessible web design and community features. As a result,

a wide range of institutions adopting Omeka include the State Archives

of Florida, the Newberry Library, the Smithsonian Institution, the

Rockefeller Foundation, the University of California, Berkeley, and many

college and university libraries.

Since that initial public launch six years ago, the software and the

team that develops it have grown and changed considerably, but one thing

has remained the same: our commitment to open source technologies and

open access to knowledge and cultural heritage resources. This

commitment derives from RRCHNM's core values and governing principles.

Founding in 1994, the Center was created "to democratize history—to

incorporate multiple voices, reach diverse audiences, and encourage

popular participation in presenting and preserving the past." Thus, a

predisposition toward openness was built in from the beginning.

As we embarked on the venture of creating a web publishing platform that

would serve the needs of small museums and historical societies, we knew

that our core commitment to open source would have important

implications for our users. The software would be free, and it would

take a community to support and sustain it. That gave us the opportunity

to capitalize on resources that the cultural heritage organizations have

an abundance of: generosity and goodwill (if not tremendous financial

resources or excess human resources). Today, over 350 developers

participate in the "Omeka Dev" Google email group and approximately 1800

users post and answer less technical questions and suggestions on the

Omeka forums.

We regularly integrate suggestions and fix bugs based on community

feedback. To encourage the community to dive in and fork the software,

we [moved Omeka to GitHub](http://github.com/omeka), a popular place for

sharing open source code. Developers can follow the most recent code

updates, comment on them, and submit bug reports. GitHub's social

environment also encourages the community to share their unique branches

of the core, plugins, or themes with others to use themselves.

Omeka is grounded in the flexible Dublin Core Metadata Initiative

schema, which has been attractive to the library and digital heritage

community, and the development team took steps to ensure that no data

becomes siloed in any Omeka site. RRCHNM designed the platform from its

earliest stages to be interoperable with other content management

systems, and item data is shareable through a variety of output formats,

including RSS, Atom, J-SON, and other XML feeds. With a few key plugins

installed, users may make their data recognized by

[Zotero](http://zotero.org/) or import a Zotero library into an Omeka

website. Using the Open Archive Initiative Protocol for Metadata

Harvesting (OAI-PMH) the Center developed plugins that allow users to

share and harvest data sets. Moreover, the current version of Omeka

(2.0) provides a built-in API that opens up a world of possibilities for

collection use and reuse for cultural heritage institutions with more

skilled technical staff.

In 2010, the Library of Congress recognized the centrality of Omeka as

an open source software for the library community by funding two years

in support of ongoing work on the core software and in strengthening the

developer community. The partnership between RRCHNM and the University

of Virginia Libraries' Scholar Lab supported the building and testing of

the Neatline suite of plugins for creating geospatial scholarship, was

held up as a shining example of cross-institutional developer

collaboration. Through that partnership, the Omeka dev team improved

developer and designer documentation and built easier ways for community

members to share plugins and themes they developed for their own

projects with the entire Omeka user base.

Beginning in 2012, we made the Omeka core and its plugins translatable

and invited users to contribute their translations on Transifex, and we

made those available for any Omeka administrator to select as their base

language. Omeka is available in over a dozen languages, with more

started each day. Our community of dedicated users is wide and

expanding. This commitment from an international open source community

will sustain Omeka's development for the coming years.

Open data hackathon tackles cultural preservation

Open Knowledge (originally published April 2014)

More and more galleries, libraries, archives and museums (GLAMs) are

digitizing their collections to make them accessible online and to

preserve our heritage for future generations. By January 2014, over 30

million objects have been made available via

[Europeana](http://europeana.eu/)—among which over 4.5 million records

were contributed from German institutions.

Through the contribution of open data and content, cultural institutions

provide tools for the thinkers and doers of today, no matter what sector

they're working in; in this way, cultural heritage brings not just

aesthetic beauty, but also brings wider cultural and economic value

beyond initial estimations.

[Coding da Vinci](http://codingdavinci.de/), the first German open

cultural data hackathon will take place in Berlin to bring together both

cultural heritage institutions and the hacker and designer community to

develop ideas and prototypes for the cultural sector and the public. It

will be structured as a 10-week-challenge running from April 26th until

July 6th under the motto "Let them play with your toys," coined by Jo

Pugh of the UK National Archives. All projects will be presented online

for everyone to benefit from, and prizes will be awarded to the best

projects at the end of the hackathon.

The participating GLAMs have contributed a huge range of data for use in

the hackathon, including highlights such as urban images (including

metadata) of Berlin in the 18th and 19th centuries, scans of shadow

boxes containing insects and Jewish address-books from the 1930s in

Germany, and much more\! In addition, the German Digital Library will

provide their API to hackathon participants. We're also very happy to

say that for a limited number of participants, we can offer to cover

travel and accommodation expenses—all you have to do is [apply

now](http://codingdavinci.de/anmeldung/)\!

All prices, challenges and [datasets](http://codingdavinci.de/daten/)

will soon be presented online.

This hackathon is organized by: [German Digital

Library](https://www.deutsche-digitale-bibliothek.de/), [Service Centre

Digitization

Berlin](http://www.servicestelle-digitalisierung.de/confluence/pages/viewpage.action?pageId=917513),

[Open Knowledge Foundation Germany](http://okfn.de/), and [Wikimedia

Germany](http://www.wikimedia.de/).

Blog_*](http://blog.okfn.org/2014/04/03/coding-da-vinci-open-glam-challenge-in-germany/)

*_The story of Koha, the first open source library management system_*

developed and released the world's first open source library management

system in 2000. Horowhenua Library Trust named the system **Koha**,

which is a New Zealand

meaning gift or contribution._*

This is a story of why we developed [Koha](http://koha-community.org/)

and how it has changed the way we, and millions of others, work.

A new library management system

In 1999, with a 12 year-old system running on a 386 server, Horowhenua

Library Trust (HLT) needed to replace our library management system

(LMS). We followed the usual Request For Proposal (RFP) process, and

after reading a staggering amount of papers, found we were not satisfied

with any of the options. There were systems available that would

over-deliver at a cost we couldn't afford, systems which we could afford

but didn't meet our needs, and all of the systems had much more

expensive communications solutions than we had been using. Plus, none of

them used a web browser interface.

We engaged Katipo Communications to develop a web-based LMS for us, and

they suggested it be released under the GNU General Public License (GPL)

as a way to ensure the project had longevity (they didn't necessarily

want to spend the rest of their days supporting a proprietary system)

and this would encourage other people to use it—improving and enhancing

it along the way. The GPL would also ensure that subsequent

modifications and additions by other organisations were open source as

well, benefitting all users.

While "shareware" and "freeware" have been available since the earliest

days of computing, open source software had developed in the years

leading up to 2000 on a different scale entirely. It was no longer

confined to the realm of "hobby" programmes. Open source projects were

starting to produce software that matched or exceeded the quality of

commercial products at the time, and Linux was starting to challenge

Windows in very large-scale projects.

Librarians and FOSS

Librarians and free and open source software have lots in common. They

both:

- believe that information should be freely accessible to everyone

- benefit from the generosity of others

- are about communities

However, working with free and open source is a very different way of

working for librarians who are traditionally more comfortable in a

co-dependent relationship with vendors. A significant mind-shift is

required in order to maximise value from open source.

It is NOT about accepting what you are given but articulating what you

want. Librarians need to develop new skills in order to interact or

participate fully in the community that is the heart of open source

projects.

Open source community

Open source projects only survive if a community builds up around the

product to ensure its continual improvement. Koha is stronger than ever

now because it is supported by an active community of developers,

librarians and vendors—who actually talk to each other\!

Each partner has a role to play in a successful open source community:

- **Librarians and the patrons** or end users whose interests they

represent are the ultimate judges as to whether or not a product or

service is desirable, and they define a product or vendor's success.

- **Developers** who create the code and tools.

- **Vendors** filter ideas and bring only the viable, potentially

profitable, and sustainable options to market.

My keynote address at KohaCon09 in Thane, India explored this community

of partnerships and how crucial it is that the interactions between each

is balanced.

**Vendors and libraries**

When the relationship is in perfect balance the relationship thrives;

vendors get excellent input and feedback on feature development,

exhaustive usability testing for design and function, and truckloads of

free promotion. However, if the desire to have a congenial working

relationship dominates over sound business decisions, development stops

being financially viable and economic sustainability is lost. On the

flip side, if short-sighted business decisions override the needs and

wants of the library, including the open source philosophy, we get into

trouble as well.

**Developers and libraries**

When it works well, we get speedy development of solutions that do the

job. A reality check informs technical development; developers don't

just develop something because it sounds cool but because it's a ‘good'

solution to an existing problem or will add value. When it gets out of

harmony, we risk getting bad features developed at the initiative of

either the library or the developers. Libraries may request really

useful features but developers may not want to incorporate them, or too

many bells and whistles could get developed, sacrificing function over

gizmos.

**Vendors and developers**

Many businesses fall into the trap of focusing most of their energy in

the business side (cost savings, process improvements, efficiencies,

quality control) instead of taking the time to focus on the people and

relationships. When pure business goals start driving development we get

bad stuff happening due to corporate greed, but when we get the balance

right we get high quality, innovative, viable, rapid, and sustainable

development.

**Take a holistic view**

While each of the relationships between the partners are important the

holistic view is even more important. It is really important that

librarians are actively involved and don't just leave development to the

developers and vendors. We need to keep in mind the end user who we

serve. For example, if you ask: "Do these new bells and whistles help

the people accomplish something or do they just get in the way?" it

helps you avoid the "just because you can" syndrome.

Linus Torvalds in an interview by Steven Vaughan-Nichols for a

Hewlett-Packard publication had this to say about software development:

The other thing ... that people seem to get wrong is to think that the

code they write is what matters ... No, even if you wrote 100% of the

code, and even if you are the best programmer in the world and will

never need any help with the project at all, the thing that really

matters is the users of the code. The code itself is unimportant; the

project is only as useful as people actually find it."

Moving to open source was philosophically a good fit for Horowhenua

Library Trust. It has also been a good financial and practical decision.

But most importantly it helps us to put the end user, our patrons and

the people we serve, at the heart of decisions we make as an

organisation.

How to introduce open source to your public library

Phil Shapiro (originally published April 2014)

I was intrigued to read this [recent

article](http://www.theguardian.com/local-government-network/2014/mar/26/libraries-us-digital-community-problem-solvers)

in The Guardian about public libraries' new role as community problem

solvers. If you read carefully into this article you'll notice the

author talks about libraries becoming more involved with "proactive

community engagement."

This means that libraries are looking to community members as partners

to help solve community problems. In the open source community, we're

familiar with how well these methods can work. In open source, different

players contribute to group projects according to their own personal

strengths. The results can be far greater than anyone originally

imagines.

Back in 1996, I had an experience at a public library in Washington DC

that gave me a taste of this. At that time I was volunteer teaching an

Library](http://dclibrary.org/chevychase). One day a medical doctor and

his 3rd grade daughter showed up to the class. "My daughter wants to

learn to create web pages," the kindly doctor said. "I don't know how to

build web pages, so my job is to find someone who does." I responded,

"If no one else shows up for the Internet training today, I'll be happy

to teach your daughter how to build web pages."

As it happened, the doctor and his daughter were my only students that

day, and we had a fabulous learning session on basic HTML. I was also

able to explain to this youngster the importance of her protecting her

personal privacy. She walked home that day with her own personal web

page on a floppy disk, and with a basic understanding of HTML, delivered

to her from her public library.

On that day, this parent expected more from his public library, and his

public library delivered. Not via any of their professional staff, but

via a volunteer relationship they had cultivated and nurtured. If you're

interested in learning more about the idea of expecting more from your

public library, this short, engaging book is a must read: *Expect More:

Demanding Better Libraries For Today's Complex World* ([free

download](http://quartz.syr.edu/blog/?page_id=4598)).

**How can you help your own public library move forward using open source methods?**

A great first step is to help organize a series of [*lightning

talks*](http://en.wikipedia.org/wiki/Lightning_talk), which are in some

ways short TED talks. Some of you might know this talk format as "ignite

talks" or "pecha kucha." When community members come to the library to

share their most passionate ideas, community fabric is formed. After the

event, the conversations that happen as people walk out of the library

can move the community forward. All of a sudden, the sharing of ideas

moves from within the library walls to the library parking lot, and

beyond.

Another way of open sourcing your public library is to promote awareness

about the maker movement and what that movement offers community. I've

shared some tips for that in this recent MAKE magazine blog post: [*_A

Librarian's Guide to Boosting the Maker

Movement_*](http://makezine.com/2013/08/28/a-librarians-guide-to-boosting-the-maker-movement/).

One other step you can take to bring open source methods to your public

library is to study and share best practices of how human beings in the

past worked together to accomplish shared goals. I was interested to

read a practice of the Wright Brothers where one brother woke up a few

hours earlier than the other brother to help prepare for the day. The

two then spent the day conducting flying experiments at Kitty Hawk. Then

after the first brother went to sleep early, the other brother spent

time analyzing the results of their experiments. By using this

time-shifting collaborative method, the Wright Brothers were able to

comfortably work a long work day, with both brothers getting a full

night's sleep. (Read more: *To Conquer the Air: The Wright Brothers and

the Great Race for Flight* by James Tobin). The Wright Brothers ([and

their sister

Katharine](http://makezine.com/2013/12/17/the-women-behind-the-wright-brothers/))

were collaborative work-hackers as well as outstanding physical

engineers.

One thing our public libraries need more of is ideas about social

innovators. Strike up a conversation with your own library staff (or

Friends of the Library members) and see what transpires. From little

acorns great oaks grow.

Suggested resources for further reading

- [Opensource.com](http://opensource.com/)

- [Shareable.net](http://shareable.net/)

- [Makezine.com/blog](http://makezine.com/blog)

- American Library Association [OITP Policy

Briefs](http://www.ala.org/offices/oitp/publications/policybriefs)

- [Library-related blog

posts](http://opensource.com/search/apachesolr_search/library) on

Opensource.com

Suggested resources on Twitter

- Twitter hashtag \#newlib

- [@rdlankes](http://twitter.com/rdlankes) R. David Lankes, Library

school professor/book author

- [@shifted](http://www.twitter.com/shifted) Jenny Levine, American

Library Ass'n digital shift chronicler

- [@janieh](http://www.twitter.com/janieh) Janie Hermann, Visionary

programming library at Princeton Public Library

- [@natenatenate](http://www.twitter.com/natenatenate) Nate Hill,

Assistant Director of the Chattanooga Public Library

- [@buffyjhamilton](http://www.twitter.com/buffyjhamilton) Buffy J.

Hamilton, Pathbreaking school and public librarian in Georgia

- [@griffey](http://www.twitter.com/griffey) Jason Griffey,

Librarian/maker/inventor in Chattanooga

- [@davidleeking](http://www.twitter.com/davidleeking) David Lee King,

Topeka, Kansas, digital librarian

- [@lemasney](http://www.twitter.com/lemasney) John LeMasney, Open

source graphics expert/artist/poet in New Jersey

Resources for libraries exploring the open source option

Peter Murray (originally published April 2014)

Libraries of all types have the same questions about open source

software that are asked by technologists in other fields. Does open

source make sense for me? What open source packages mesh well with the

skills already in my organization? Where can I go to get training,

documentation, hosting, and/or contract software development for a

specific open source package?

With funding from the Andrew W. Mellon Foundation, we set out to build

tools that help libraries answer these questions. These questions and

answers may be useful to others as well.

In 2012, LYRASIS launched the [FOSS4Lib site](https://foss4lib.org/)

with this tag line: "Helping libraries decide *if *and *which *open

source software is right for them." With that tag line, you could

probably guess that the site has two overarching components. The first

is a set of [decision support

tools](https://foss4lib.org/decision-support) that help libraries decide

if open source is right for them. Libraries are encouraged to start with

a [40 question

survey](http://foss4lib.org/decision-support/control-versus-responsibility)

that helps them think about the way they run software. And because many

smaller libraries do not have in-house IT support, another tool lists a

series of [questions they can ask their IT support

provider](https://foss4lib.org/decision-support/questions-for-parent-it).

We know that open source is free to adopt but not free of costs, so we

also provide [descriptions of

factors](https://foss4lib.org/decision-support/costs-of-open-source-software)

that libraries should track to create a clearer understanding of how the

cost of open source compares to proprietary solutions. Lastly, libraries

need a [software selection

methodology](https://foss4lib.org/decision-support/software-selection)

that puts open source on par with proprietary options.

Open source options and decision-making tools

The second part of the FOSS4Lib site is a [registry of open source

packages](https://foss4lib.org/packages) for libraries and related to

libraries. There are, of course, many such registries out there; this

one is for software specific to libraries and describes software using

terms that libraries would use. We built the registry based on

a [similar tool from the neuroimaging informatics

field](http://www.nitrc.org/include/about_us.php). The registry is like

an open wiki—anyone can [sign up for an

account](https://foss4lib.org/user/register), then add and edit

information that they know about software packages, releases, events,

and service providers.

Updates of registry information are available through RSS feeds and are

[automatically posted to

Twitter](https://foss4lib.org/article/2013/aug/foss4lib-now-publishes-package-and-release-updates-twitter).

The software registry is just that—pointers to software packages and

their communities' resources. We realized that sites like GitHub,

SourceForge, Google Code, and the like are already providing hosting

sites for projects. We want the registry to be the one place a person

could go to find details about open source projects for libraries no

matter where the projects are hosted.

Coming soon to the FOSS4Lib site is a series of case studies on how

libraries made the decision to adopt open source and documents from an

upcoming symposium on how open source projects in cultural heritage

organizations can find sustainability. Keep watch on the [site

announcements](https://foss4lib.org/announcements) through the RSS feed

or [Twitter account](https://twitter.com/FOSS4Lib) @FOSS4Lib for

details.

FOSS4Lib is built using open source

And, of course, FOSS4Lib is built using open source. We use the Drupal

content management system and customized it with the content types and

functionality needed to make the registry useful. Although the grant

funding has ended, [LYRASIS](http://www.lyrasis.org/)—a non-profit

association of libraries in the United States—is committed to

maintaining the site for the benefit of all.

Libraries have a natural affinity to fundamental tenants of the open

source community. Both recognize the power of collective action and the

value that open communication brings to a community. Each sees the

benefit of building on the work of others and the importance of taking

steps to make that happen. FOSS4Lib is a bridge between these two

communities.

The maker movement helps transform our public libraries

Luis Ibanez (originally publishedd April 2014)

The small town of Bethlehem, New York purchased a 3D printer and started

teaching classes at its [public

library](http://www.bethlehempubliclibrary.org/) recently—jumpstarting

the community's knowledge of [advanced

manufacturing](http://www.manufacturing.gov/amp.html) and building upon

a new way of doing things in a world where physical bookstores are

dissappearing.

It's true. Public libraries are reinventing themselves. Today they are

becoming less of a place that hosts physical books and more of a center

where people collaborate, commune, and learn new things.

Check out their program to help kids overcome their shyness when reading

aloud to others by [bringing dogs in to

listen](http://www.bethlehempubliclibrary.org/photos/Oliver5881c.jpg)\!

This year, I reviewed the [Makerbot

Replicator 2X](http://opensource.com/life/14/2/review-Makerbot-Replicator-2X)

and the [Printerbot Simple

Kit](http://opensource.com/education/13/12/review-printrbot-simple-kit).

And around that time, I heard that the Bethlehem Public Library was

looking for volunteers to provide informal demonstrations and training

to its patrons on their new Makerbot 2 and the Makerbot digitizer. So, I

signed up to give back and help out.

The library is unfolding this educational program for the community by

first training volunteers to teach. Volunteers will learn how to guide

others on how to use and operate the machinery. Then, members from the

community will sign up to complete the program. Those who do will

recieve a certification in digital and physical form (a custom 3D

printed token).

source tools are installed in the computer driving the 3D printer:

Those with a certification from the library wil then be able to reserve

the Makerbot 2 and the Makerbot digitizer for up to 2 hours at any given

time to produce their own projects. In order to give back, to help the

library maintain a supply of filament, those community members will pay

the library based on the weight of the project. This approach is not

unlike the method used by many online 3D printing services, like

[shapeways](http://www.shapeways.com/), and I think makes the 3D

printing program sustainable.

Three cheers for Bethlehem Public Library, who is providing an exemplary

effort to educate its community by democratizing this digital

technology\!

About This Series

The Open Voices eBook series highlights ways open source tools and open

source values can change the world. Read more at

<http://opensource.com/resources/ebooks>.