Open Source Library Management Systems A Multidimensional Evaluation PDF
Open Source Library Management Systems A Multidimensional Evaluation PDF
Edmund Balnaves
To cite this article: Edmund Balnaves (2008) Open Source Library Management Systems:
A Multidimensional Evaluation, Australian Academic & Research Libraries, 39:1, 1-13, DOI:
10.1080/00048623.2008.10721320
D
uring the last decade there has been significant innovation in open source
systems (OSSs) for integrated library management. Commercial library
management systems (LMSs) have evolved to extend functionality from
acquisitions and circulation control to a range of other features integral to library
operation, and to meet increasing demands for complementary functions, such as
integration with learning management systems.1 Integrated LMSs are expected
to deliver the full breadth of OPAC, circulation, serials management, external
interfaces (especially Z39.50 compliance) and statistical reporting.
The first open source LMS, Koha, was released over a decade ago. Since that
time OSSs have shown sustained development of features and significant cross-
fertilisation of ideas based on shared experiences. Dorman has identified the
difficulty that open source LMSs may face in the context of a mature proprietary
system marketplace.2 Nevertheless, because libraries are turning increasingly to
OSSs to source their integrated LMSs and systems for a range of other functions3,
OSSs will increasingly feature as a mainstream option in the software selection
process for libraries. The technologies that drive Web 2.0 (dubbed Library 2.0
in their adoption by libraries) have also added new energy to the development of
open source integrated LMSs.
Evaluation of proprietary software has necessarily focused on evaluation across
two dimensions – the features of the system and the operational platform.
Software features can be compared and the merits, scalability and capability of
target platforms can be evaluated. With OSSs, it is not only the source code that
is open to inspection. OSS projects generally attempt to enlist the widest possible
collaboration in the software development process. As a result, their code change
processes, change methodology and planning processes are also published in
repositories such as SourceForge. Also available for inspection are the underlying
data design and the degree to which this endows flexibility to the application.
The open development process, therefore, also opens perspectives on:
In selecting OSSs, both BRR and Wheeler suggest initial candidate filtering to
limit the selection to those systems with the best apparent fit, based on functional
and licensing issues – a process not dissimilar to shortlisting of proprietary
systems. This article proposes initial candidate selection of open source LMSs
based on the following extended criteria:
4 Volume 39 Number 1 Australian Academic & Research Libraries
Open source library management systems
These dimensions differ from the BRR metrics both in their emphasis on the
community dimension of OSS support and in their inclusion of the schema in
the OSS analysis. A poorly designed schema can be a significant impediment
to integration of OSSs with other reporting and information services and
the sophistication of the product schema sheds considerable light on product
capability. Similarly the design approach of the code (good code reuse, object
orientation of design and schema) can facilitate extension of the system into new
areas and by third parties. The level of code documentation can be a factor in
the ease of participation and support for a system.
Koha (www.koha.org)
Koha is well-known as the oldest open source LMS, with a rich set of features.
Koha has not won a lot of friends in the Windows community, with many reports
of implementation difficulties.13 Even in a Linux environment, the multi-stage
installation is based on quite raw technical notes. The architecture, based on
PERL, MYSQL and Apache, is stable in a Linux environment. The Koha
development community is active, and this is reflected in solid wiki resources for
developers and strong development and code management guidelines. Several
commercial services provide implementation and ongoing support. Koha also
has a diverse installed base, which gives an assurance of ongoing viability. It is
suitable in a multi-site library operation. The beta release of version 3.0 seeks to
address many cross-platform issues and provide better multilingual support. It
also introduces Web 2.0 features, including local/remote operation of circulation
using Google Gears, and the adoption of Zebra to enhance searching is welcome
and will enhance scalability. The Perl language base may not be popular in the
long term among developers and implementers of the system. While concerns
have been expressed regarding scalability, there are many techniques for load
balancing and multi-server implementation that would support a Koha base.
Evergreen (www.open-ils.org)
One of the newest open source applications, Evergreen has created a very
positive buzz in the LMS open source blogs. Its schema and code design include
strong OOP philosophy. It does not yet have the functional maturity of Koha and
PMB, but shows promising potential in its underlying code and schema design. It
has a large network installed base, including the Georgia Library PINES network
of over 200 libraries. Evergreen, like Koha, has a CGI (Common Gateway
Interface) mode of server operation, but has clearly been able to support the
PINES network.
Gnuteca (www.gnuteca.org.br)
This Brazilian OSS has a strong Portuguese installed base. It has recently
been translated into French at the University of Lyon. The code exhibits good
OOP design traits, but there is minimal code commenting and documentation.
Functionality has yet to fully mature, but it exhibits a good design foundation.
This is an interesting project that could benefit from further internationalisation
work.
CONCLUSION
There is a healthy variety of open source LMSs serving both individual libraries
and large library networks. In 2002, Breeding, although optimistic about the
prospects for open source LMSs, indicated that ‘the handful that use open source
systems cannot yet be noted as a trend’.14 In the six years since his review the
functionality and installed base of open source LMSs have evolved considerably.
Interest in Web 2.0 functionality has opened an opportunity for these systems in
an otherwise mature LMS market. These OSS projects show a variety of design
approaches, have solid patronage and good user and developer community
engagement. The emergence of support organisations such as LibLime that
provide support for several different OSSs is a further indicator of the growing
maturity of the open source LMS marketplace.
Koha, Evergreen and PMB demonstrate very active developer communities with
secure institutional backing. Their code base and schema show solid technical
evolution and these systems have been nimble in their accommodation of new
Library 2.0 innovations. PMB and Gnuteca have a strong non-English language
installation and support base. While Koha shows the most sophistication in
managing the open source development process, Evergreen and Gnuteca exhibit
strong object-oriented design philosophy in their code and schema design.
Emilda, OpenBiblio and PhpMyLibrary continue to have a role in serving
the small libraries because of their relative ease of implementation and simple,
intuitive interfaces.
A multidimensional view of OSSs will enable better decision making at the
point of system selection. The success of software has never been solely down
to the technical merits of a system. The adopted base of software is, of course,
one of the most significant elements of software, both in sponsorship for further
enhancement and development and in assuring a degree of technical awareness
of the product that encourages adoption. In this respect, particularly, the analysis
of all five dimensions suggested in this report gives a more complete insight into
the current state of each system.
As an afterword, many organisations are bound to their existing systems due to
the complexity of transferring their current information base. However, MARC
has provided a core common semantic base to facilitate the adoption of different
systems through MARC export/import processes. It is a credit to this long-
standing ontology that it still serves such a functional purpose.
NOTES
1. Alison Felstead ‘The Library Systems Market: A Digest of Current Literature’
Program: Electronic Library and Information Systems 2004 vol 38 no 2
pp88-96.
2. D Dorman ‘The Case for Open Source Software in the Library Market’
Ubiquity 2004 vol 4 no 47 accessed 18 Jan 2008 at http://www.acm.org/
ubiquity/views/pf/v4i47_dorman.pdf.
3. E Herbert ‘How Open Source Software Can Improve Our Library’ accessed
18 Jan 2008 at http://www.degreetutor.com/library/managing-expenses/
open-source-library.
4. R Sturman ‘Il Software Open Source per la Gestione Integrata delle
Biblioteche: Una Nuova Risorsa?’ BollettinoAIB 2004 vol 44 no 3
pp257-270.
5. M Breeding ‘An Update on Open Source ILS’ Information Today 2002
vol 19 no 9 pp42-43 accessed 6 March 2008 at http://www.infotoday.com/
IT/oct02/breeding.htm.
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Open source library management systems
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dimension dimension
KOHA Extensive user base. Perl/CGI. Appears to have a GNU General Public Databases supported:
very active developer License. Code structure: MYSQL.
Strong support for Installation and stability
community and several procedural design, with
OPAC, circulation, issues in Windows. 74 tables in the schema.
support companies extensive use of core set
serials, acquisitions and
Linux implementation – most notably LibLime. of classes. Default schema does not use
reporting, including a
popular and stable. double-byte Unicode.
Edmund Balnaves
Volume 39 Number 1
Uses Zebra for search Schema design and code
engine in v3.0. version releases since. MYSQL specific.
Support for MARC21 Version 3 beta addresses
and UniMARC. CGI-based web design Installation appears to Unicode multilingual In version-3 beta, Unicode
could limit scalability. be a point of focus in issues in the default support has greatly improved
Add-on modules have
version 3 beta. schema and user and Zebra is adopted for
demonstrated web
interface ‘skinning’, search; a more flexible
services and RDF Has an active roadmap
and supports additional SGML-like schema replaces
delivery of bibliographic showing progress against
databases. the MARC base.
data. planned features.
Active documentation Table schema is partially
Faceted searching Google Scholar
project. Average changes documented with a number
included in core system. references: 76.
per annum: 887. Code of sample data sets.
comments averaging 49
lines/function/page.
EMILDA For single-site library. PHP/XML/Perl with An active project. GNU General Public Databases supported:
some Zebra, Yaz, Perl. License. Procedural MYSQL.
OPAC and circulation, Developed & supported
Requires Apache. design with some
with limited support by RealNode. First 24 tables in the schema.
inclusion-based code
for acquisitions and no Straightforward release 2004-01-22.
reuse and an API. Default schema does not use
serials management. implementation on Latest release 2005-06-
Linux. Windows 29 version 1.2.3 (used No abstracted database double-byte Unicode.
Principally book-
installation possible, for evaluation) with classes (embedded SQL). Schema design and code
oriented schema.
but requires multi-step 5 version/subversion MYSQL specific.
Uses SourceForge
PHPMYLIBRARY Principally oriented to a PHP. Requires Apache. Developed in the GNU General Public Databases supported:
single-site library. Straightforward Philippines, it is a License. Code structure: MYSQL.
implementation best marginally active some reuse classes but
OPAC and circulation 23 tables in the schema.
on Linux (Apache and project with limited minor code reuse.
management, with Default schema does not use
MYSQL preinstalled). participants, but a
minimal acquisitions Good use of templating double-byte Unicode.
significant installed base.
and serials management. Windows installation for user interface.
Schema design and code are
possible, but requires First release 2001.
Early implementation of No abstracted data MYSQL specific.
multi-step installation. Current release is
MARC support. classes but use of
2.2.1-3 (2007). Minimal Schema principally oriented
separate database
activity between the to OPAC and circulation
update functions.
2003 & 2007 release. support for a book-based
Some page/function service in a single-site library
Release 2.0 focuses on
OPENBIBLIO Principally oriented to PHP . An active project with GNU General Public Databases supported:
single-site library. marginal activity and License. Code structure: MYSQL.
Straightforward OOP.
limited participants.
Supports OPAC and implementation and 24 tables in the schema.
circulation for a book- operates comfortably First release in 2002 to Use of classes to achieve Default schema does not use
based service, with in Linux (Apache and beta on SourceForge. code reuse and good use double-byte Unicode.
minimal acquisitions MYSQL preinstalled). Llatest release was on of abstract data classes.
Like PhpMyLibrary, schema
and serials management. Windows installation 0.6.0 in 2007. Has a
Some code comments design and code are MYSQL
straightforward, but roadmap (no tracking)
MARC support. – mainly function specific but with some class
multi-step. through wiki.
descriptions. Average abstraction of database.
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Open source library management systems
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book-based service in a single-
site library setting.
APPENDIX. Multidimensional comparison of open source library management systems (continued)
12
Functional dimension Architecture Community Code dimension Schema dimension
dimension dimension
EVERGREEN Suitable for multiple C++, Perl, Python. Appears to have active GNU General Databases supported:
branch library network. Requires Apache. developer community. Public License. OOP PostgreSQL.
Installation and support philosophy evident in
Strong support of Straightforward 104 tables in the schema.
is available through code and schema.
OPAC and circulation implementation, best on Default schema does not use
Edmund Balnaves
Volume 39 Number 1
1.2.0.1 in 2007. 3 major
acquisitions and serials per page/function
CGI-based server releases since. Schema design and code
management. – 10. Comments are
design but has scaled PostgreSQL specific, and
They have a roadmap principally inline, many
MARC support. to a network of several PostgreSQL has some
(wiki-based, no functions with minimal
hundred libraries. Has Unicode issues.
Supports faceted tracking). code documentation.
a Windows installer for
searching. OOP design The table schema is well
the staff client. Google Scholar Mixture of embedded
facilitates integration of documented and has an
references: 69. SQL and supporting
Web 2.0/AJAX features. object-oriented philosophy.
database classes.
GNUTECA Suitable for multiple Perl/PHP. Requires An active project, with CC-GNU General Databases supported:
branch library network. Apache Best on Linux, discussion-list based Public License. PostgreSQL.
but CGI-based web feature request.
Supports OPAC and Good OOP design and 31 tables in the schema.
design could limit
some elements of First released: gnuteca- use of classes for code Default schema does not use
scalability.
circulation, serials, 0.1 in 2001. Current reuse. double-byte Unicode.
acquisitions, and a range Windows installation is release is Gnuteca 1.7.
Good use of abstract Schema design and code
of reporting functions. possible, but requires RC2 in 2007 with 9
classes for database PostgreSQL specific.
Documentation in multi-step installation. major version/sub-
access.
PMB Suitable for multiple PHP. Requires Apache. An active project, with CeCILL (originally Databases supported:
branch library network. Straightforward multi- several installation and GNU General Public MYSQL.
step implementation. support organisations License) a French free
Supports OPAC, 127 tables in the schema.
exist, principally the licensing approach
circulation, acquisitions, Principal installations Default schema does not use
French PMB Services. largely compatible with
serials management and currently French/ utf-16.
GNU GPL.
a range of reporting European. Has a roadmap (wiki-
Schema design and code
functions. based, no tracking). Some OOP design with
English templates are MYSQL specific.
good use of PHP classes
Good support for available, but they are Google Scholar for effective code reuse. Documented principally in
internationalisation. only partially complete. references: 33.
French, but with supporting
Some embedding of
MARC support. documentation for alternative
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Open source library management systems
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