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Collaborating to Ready Evergreen for
      Massachusetts Libraries
       Kathy Lussier, MassLNC Project Coordinator
       Massachusetts Library Association Conference
                       May 10, 2012
The Massachusetts Evergreen Project

• What have the MassLNC consortia been doing
  for the past 2 years?
• What does the switch to open source software
  mean for libraries?
• Working with the greater Evergreen
  community.
• MassLNC’s future
Background
• Joint Application for $412,000 LSTA Grant.
  • C/W MARS
  • MVLC
  • NOBLE
• Investigate and select a single open source
  Integrated Library System.
• Jointly develop the system to better meet local
  needs.
• Mutual support system.
MassLNC Libraries Go Evergreen


• MVLC live on Evergreen since May 31, 2011.

• C/W MARS and NOBLE going live on May 29, 2012.
A new model for collaboration
around Evergreen
MassLNC Pre-Migration Activities

• Shared decisions


• Mutual support


• Shared development
Evergreen Development
• Iterative process of identifying and prioritizing
  needs.
• Monitoring of development from other
  Evergreen libraries.
• Communication with Evergreen community
  about development plans.
• Open RFP’s to find contractors.
Some MassLNC sponsored projects
• Major cataloging enhancements.
• Support for texting call numbers and hold notices.
• Enhancements to Syrup academic course
  reserves systems.
• Improved scoping in the public catalog.
• General staff client improvements.
• Improvements to the newly-developed
  acquisitions system.
Challenges
• The public catalog was a moving target
  throughout the project.
Traditional Evergreen Catalog
New Evergreen Catalog
Challenges
• The public catalog was a moving target
  throughout the project


• Release schedules


• Small vendor community
Highlights
• Greater communication among 3 participating
  networks.
• Working collaboratively with greater Evergreen
  community.
  • Development partnerships lead to greater savings.
• Seeing wishes turned into functionality.
  • MVLC post-migration punchlist – 46 requests for enhancements;
    25 have been addressed or are in the works.
What does the switch to open source
    software mean for libraries?
• Libraries gain control over their systems
  • Functionality
  • Use of funds
  • Who supports the system

• But there are constraints
Changing ways networks provide services

• In the past, new ideas sometimes led to dead
  ends because a vendor was unwilling to make
  the necessary development happen.
• Now, the decision lies in the network’s hands.
About the Evergreen Community

• Evergreen is a member of the Software Freedom
  Conservancy.
  • Holds assets on behalf of Evergreen.
• A two-year-old Oversight Board formed to safeguard
  and govern the interests of the larger Evergreen user
  and developer communities.
• Maturing development cycles
Participation in the community

• Community involvement is a key component to
  success with OSS.
  • For Evergreen support
  • For bug fixes & development
  • For building partnerships
MassLNC participation at all levels
• Core Committer – Thomas Berezansky, MVLC
• Chief Bug Wrangler – Jason Stephenson, MVLC
• Evergreen Oversight Board member – Kathy
  Lussier, MassLNC
• Various levels of participation in Documentation
  Interest group, Reports Interest Group, Cataloging
  Interest Group.
MassLNC’s Future
• Business Planning Task Force formed to set future
  direction of project.
• Opportunity to assess what is needed to support
  continued cooperation.
• Will continue with central coordinator.
• All networks committing funds to continue
  development.
• New governance structure begins July 1.
Questions?

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Collaborating to ready evergreen for massachusetts libraries

  • 1. Collaborating to Ready Evergreen for Massachusetts Libraries Kathy Lussier, MassLNC Project Coordinator Massachusetts Library Association Conference May 10, 2012
  • 2. The Massachusetts Evergreen Project • What have the MassLNC consortia been doing for the past 2 years? • What does the switch to open source software mean for libraries? • Working with the greater Evergreen community. • MassLNC’s future
  • 3. Background • Joint Application for $412,000 LSTA Grant. • C/W MARS • MVLC • NOBLE • Investigate and select a single open source Integrated Library System. • Jointly develop the system to better meet local needs. • Mutual support system.
  • 4. MassLNC Libraries Go Evergreen • MVLC live on Evergreen since May 31, 2011. • C/W MARS and NOBLE going live on May 29, 2012.
  • 5. A new model for collaboration around Evergreen
  • 6. MassLNC Pre-Migration Activities • Shared decisions • Mutual support • Shared development
  • 7. Evergreen Development • Iterative process of identifying and prioritizing needs. • Monitoring of development from other Evergreen libraries. • Communication with Evergreen community about development plans. • Open RFP’s to find contractors.
  • 8. Some MassLNC sponsored projects • Major cataloging enhancements. • Support for texting call numbers and hold notices. • Enhancements to Syrup academic course reserves systems. • Improved scoping in the public catalog. • General staff client improvements. • Improvements to the newly-developed acquisitions system.
  • 9. Challenges • The public catalog was a moving target throughout the project.
  • 12. Challenges • The public catalog was a moving target throughout the project • Release schedules • Small vendor community
  • 13. Highlights • Greater communication among 3 participating networks. • Working collaboratively with greater Evergreen community. • Development partnerships lead to greater savings. • Seeing wishes turned into functionality. • MVLC post-migration punchlist – 46 requests for enhancements; 25 have been addressed or are in the works.
  • 14. What does the switch to open source software mean for libraries? • Libraries gain control over their systems • Functionality • Use of funds • Who supports the system • But there are constraints
  • 15. Changing ways networks provide services • In the past, new ideas sometimes led to dead ends because a vendor was unwilling to make the necessary development happen. • Now, the decision lies in the network’s hands.
  • 16. About the Evergreen Community • Evergreen is a member of the Software Freedom Conservancy. • Holds assets on behalf of Evergreen. • A two-year-old Oversight Board formed to safeguard and govern the interests of the larger Evergreen user and developer communities. • Maturing development cycles
  • 17. Participation in the community • Community involvement is a key component to success with OSS. • For Evergreen support • For bug fixes & development • For building partnerships
  • 18. MassLNC participation at all levels • Core Committer – Thomas Berezansky, MVLC • Chief Bug Wrangler – Jason Stephenson, MVLC • Evergreen Oversight Board member – Kathy Lussier, MassLNC • Various levels of participation in Documentation Interest group, Reports Interest Group, Cataloging Interest Group.
  • 19. MassLNC’s Future • Business Planning Task Force formed to set future direction of project. • Opportunity to assess what is needed to support continued cooperation. • Will continue with central coordinator. • All networks committing funds to continue development. • New governance structure begins July 1.

Notas del editor

  1. Share decisions – Elizabeth’s talking points on shared decisions that needed to be made when consortia were forming and going through the same experience.Mutual support – sharing of scripts, testing acquisitions and serials.
  2. Libraries are now empowered to make their systems what they want them to be. Constraints on funding, constraints on time, constraints on what the community thinks is useful. You can always customize it, but may not be able to make it part of core Evergreen. Or you can just do a new front end. And sometimes an enhancement isn’t needed; just learning a new way of doing things.
  3. Not faulting the vendor, because if it is something that only fills the needs of a few libraries, it isn’t a wise investment to put that money into development. Network is empowered, but also greater responsibility in meeting members needs.
  4. This is all good because in addition to taking control of are own systems, Massachusetts also has a strong voice in the community and whatever direction it may take.