Open Source Library Management Systems: Is the wave breaking yet?
Thursday, August 5th, 2010

Photo by Rachel_thecat on Flickr
Way back in April 2009 we had a somewhat ground-breaking event here in Swansea Uni on Open Source library systems. A year is a long time in technology and I was keen to catch up with developments in open source since returning from my maternity leave. What better way than to have a chat with Mark Hughes, Head of Collections at Swansea University and Open Source guru. Mark is currently working on the JISC-funded “Exploring Open Source Viability Project” (OSSVIAB) as part of JISC’s ‘Enhancing Library Management Systems’ project – more on this below.
There are still two main players on the open source LMS field: Koha and Evergreen. If one wished to categorize them succinctly, Jonathan Field’s presentation from the 2009 event still holds partly true: Koha is particularly well suited to smaller-scale libraries whereas Evergreen can scale up well to big consortia. Evergreen is awaiting the official release of Serials and Acquisitions modules due this autumn whereas Koha has more complete functionality right now. We do have several UK libraries using Koha (see Ken Chad’s Wiki: http://helibtech.com/Open+Source) – including one in Wales: the National Botanic Gardens library.
Mark’s OSSVIAB project , which is due to report in November this year, hopes to take a serious look at the Evergreen system by establishing its viability as measured against the UK Core Specification (some information on the CILIP website for this plus http://ukcs.wikispaces.com/) and therefore also identifying areas for development. You can read about Mark’s recent information gathering whirlwind trip to USA and Canada on his blog. A key messages that emerged from this is what a big player open source LMSs – and the Third Party Companies that support them – are in the US. Their presence at the ALA (American Library Association) Conference was considerable. The Conifer consortia in Canada has the most impressive installation of Evergreen, with Evergreen expert Dan Scott based at Laurentian University.
I asked Mark about some of the factors that maybe inhibit the take-up of open source LMS in the UK – a perception that it is somehow small-scale, the domain of geeks, lacking in support compared with the big commercial systems. Mark emphasised this couldn’t be more wrong:
“If you take a look at the major Open Source projects of interest to Libraries nearly all have their roots in big publicly funded bodies like Pubic or Academic Libraries..and have gone on to attract communities across both institutions within those sectors, plus spin off 3rd party support companies (and, as we saw at ALA, that’s a big & expanding business). If you take the groups together - the information professionals working across the institutions and the 3rd party support companies across the globe, what you actually have is probably far greater support & resource going into these OSS projects than just about any proprietary alternative I know of… it’s just that it is more difficult to ‘see’ it because the business model is one of distributed expertise & shared development.”
Nevertheless we still haven’t seen any UK HE or FE institution adopt an open source LMS yet. Initial interest in FE has often been derailed by the cost of staff development time and lack of internal technical support, primarily because no project has had real backing (and therefore funding) from senior management. This is despite the fact that in many institutions there is already the precedent of Moodle’s runaway success in the VLE market, driven partly (mainly?) by the high cost of commercial systems. I asked Mark if there is much evidence yest for cost benefits of switching to open source for the LMS. A general consensus from those who have made the switch is that you do need to pump-prime the change financially in terms of having or freeing up or buying in staff time & expertise, but that the cost of the migration is usually less than a year’s support fees for their previous commercial system. If you pay for ongoing Third Party support for an open source system this is also currently pretty reasonable according to those that have made the switch. It is still too soon to tell how long term ongoing costs will work out for institutions running open source, though experience thus far in North America has been of fairly substantial savings. This can in any case be hard to quantify, particularly in terms of staff time.
The current spate of mergers between Welsh colleges perhaps makes it unlikely we will see anyone adopting an open source LMS in the near future as relationships and systems need time to bed in. However, experiences from Northern Ireland show mergers can be a stimulus for open source adoption, given the greater support capacity and increased commercial license fees for larger institutions. If long term cost analysis proves favourable, the current financial climate may also eventually encourage a move – perhaps by a UK consortia, as happened with the original Evergreen installation in Canada. So we still have sight of a potential wave of adoption approaching, but it hasn’t broken yet.



















