KOHA at OSA: Experiences and the road ahead Katalin Dobó (Senior Librarian) dobok@ceu.hu József Gábor Bóné (Database Developer) bonej@ceu.hu
Integrated library system standards-compliant records: AACR2, MARC21, LCSH Books Periodicals Film Library 25.000 volumes 8.500 titles Processed: 10% 2.800 titles 42 languages represented New acquisitions expected Standardization: ongoing Standardization: ongoing MARC compliant records Processed: 100% Inventory: ongoing LCSH New acquisitions expected Processed: 100% Dublin core compliant records MARC compliant records
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
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
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
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.
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/foss Case studies: http://www.eifl.net/koha-foss-integrated-library-system or the Raoul 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/
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
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
Koha Translation Project http://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.
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, 2011 www.emeraldinsight.com/1065-075X.htm
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.
Functionality: OPAC OPAC: Functionality checklist My Koha SEARCH For registered users only • Basic search / simple keyword Aggregate records in a temporary collection (OPAC Cart) or in a permanent collection (private or public OPAC • Advanced search List). Add purchase suggestions • Faceted navigation • Built-in spell-check feature (does not suggest alternative spelling) Social cataloging features (Built-in ‘Web 2.0”) BROWSE Catalog mashups: • Browse collection Displays book cover images (Amazon, Google) Shelf/call number browse • Tags and reviews from LibraryThing User contributions: tags, reviews, comments DISPLAY Clouds • Brief display list RSS feeds Zotero • Full record display • MARC display • Relevancy sorting of results • Book jacket display „ 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 • Download / save records • E-mail records • Place/cancel hold/reservation • Patron login and account • RSS delivery of search results
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.
Integrated library system standards-compliant records: AACR2, MARC21, LCSH Books Periodicals Film Library 25.000 volumes 8.500 titles Processed: 10% 2.800 titles 42 languages represented New acquisitions expected Standardization: ongoing Standardization: ongoing MARC compliant records Processed: 100% Inventory: ongoing LCSH New acquisitions expected Processed: 100% Dublin core compliant records MARC compliant records
Migration Steps 1. Data Mapping 2. Exporting MARC data 3. Converting MARC data 4. Staging MARC records 5. Import to KOHA
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)
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
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
Stage MARC records
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.
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