Evergreen in 45 minutes Introducing Evergreen: eIFL-FOSS open source ILS workshop June 10, 2008 Dan...
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Transcript of Evergreen in 45 minutes Introducing Evergreen: eIFL-FOSS open source ILS workshop June 10, 2008 Dan...
Evergreen in 45 minutes
Introducing Evergreen: eIFL-FOSS open source ILS workshop
June 10, 2008
Dan Scott
Agenda
History Some sample Evergreen systems Current capabilities Development roadmap Architecture Some ideas for hands-on sessions
History
Y2K crisis Georgia Public Library Service (GPLS) forms
PINES consortium Proprietary library system can't handle 250
branches GPLS decides to build their own open source
library system in 2004 September 2006: Evergreen goes live
Sample Evergreen systems
Georgia PINES 9.6 M items, 1.8 M patrons, 275 branches Handles peaks of 12,000 circs / hour
British Columbia “Sitka” University of Prince Edward Island
360,000 items, single-server system Conifer
5 M items, 250 K patrons, 4 universities + 10 small partners
Cataloguing (1.2)
Cataloguing Full MARC editor with context-sensitive help MARC21 import from Z39.50 & command line Unlimited MARC templates Authority validation Bucket operations:
Merge bibliographic records Delete or edit records and copies Transfer copies to a different call number Export records
Circulation (1.2)
Duration and fine rules based on item type, patron type, location
Pre-cataloged and non-cataloged items Robust off-line circulation including
patron registration Holds:
Bib record, call number, and item-level holds Hold freezing and thawing Hold protection (prevent holds on new items)
Reporting (1.2)
Access to any element or transaction Filters and aggregate functions Scheduling, email notification Excel, CSV, and HTML output
Catalogue (1.2)
Every URL can be shared Easy to customize look and feel
Themes for colour Skins for behaviour, text Plain old HTML and JavaScript
Basic catalogue (“slimpac”) supports accessibility, mobile devices
Catalogue (1.2)
Search: Sort by relevance, publication date, title, author Limit to author, title, subject, series, keyword Spell checking for low or no results
Results: Content enrichment supports covers, table of
contents, reviews, author biographies Group results by format and edition Browse nearby results by call number RSS feeds
Development roadmap
1.2 – already available 1.4 – summer 2008
Move circulation rules into the database Internationalization SRU / Z39.50 server
2.0 – winter 2008 Academic reserves Acquisitions Dynamic authority support MARC import Serials
Internationalization
1.2: All data is stored in Unicode (UTF-8) Catalogue (via DTD)
1.4: Translations stored in gettext PO format
(complete) All in-database strings (complete) Staff client (80% complete)
Acquisitions
Tracking and notification from request through item delivery
Sharable selection lists Currency support MARC order record loading Electronic Data Interchange (EDI) support
for EDIFAC, Tradacoms, ANSI X12 Development version visible at
http://acq.open-ils.org
Serials
MARC Format for Holdings Data (MFHD) support
regularity patterns, issuances, holdings statements and textual summaries
Per-library subscriptions, check-ins, predictions
Bonus: improved e-resource management as URLs become full per-library objects
Entity relationships
Bibliographic records(MARC record)
Call numbers
Copies(Barcodes)
Organization units
Users Profile
Organization type
Architecture
PostgreSQL
JabberJabber
open-ils.cstore
open-ils.*
open-ils.rstore
open-ils.*open-ils.*
open-ils.*
ApacheApache
GatewayRouter
OpenSRFRouterStaff client
Web browser
Web service
A little about OpenSRF
OpenSRF is a protocol that supports the development of highly scalable distributed applications
In a nutshell: OpenSRF applications register themselves
with an OpenSRF router All communication is JSON-via-XMPP (Jabber) C, Perl, and Python are client / servers Java is client-only
Technology
Linux operating system Apache 2 Web server Jabber server (typically ejabberd) PostgreSQL database server Mozilla XUL-based staff client Languages:
Current applications are Perl and C Python and Java are also supported
Why not Windows?
Staff client does run on Windows New functionality is simply a higher
priority Lack of porting expertise in the project:
libdbi/libdbi-drivers for database connectivity open-ils.cstore and open-ils.rstore
applications Apache mod_gateway for HTTP->OpenSRF
But... we do have a student working on standardizing the build process...
Hands on session ideas (1)
Circulation Create some patrons Localize phone, zip code validation rules Circulate some items Modify circulation rules Place record/call number/item holds
Internationalization: Translate some strings (1.2 vs. 1.4)
Hands on session ideas (2)
Cataloging Import records via Z39.50 Add call numbers and copies Create new records from template Create a new template!
Catalogue Searching & bookbags SlimPac tips and tricks Modify look and feel Define and index some new fields
Hands on session ideas (3)
Administration: Modify the organization hierarchy Modify the patron hierarchy Create new copy locations and item types Create some reports Import bulk records, holdings, and patrons
OpenSRF guts: Use srfsh for some example requests Walk through some of the source code