Evergreen by jolinmilioncherie


									 David Singleton, Deputy State Librarian
  Julie Walker, PINES Program Director
Brad LaJeunesse, Systems Administrator
Mike Rylander, Development Consultant
Georgia Systems   PINES Systems
PINES Anticipated Growth
              PINES Today
•   Y2k project started in 1999
•   44 public library systems
•   252 member libraries
•   123 counties
•   8.8 million items
•   1.6 million active cardholders from all
    159 Georgia counties.
What Makes PINES Different?
• The PINES library card is free to any
  resident of Georgia, and may be obtained
  from any PINES library.
• The PINES library card can be used at
  any PINES facility as if at the home library.
• Materials may be returned to any PINES
What Makes PINES Different?
• Users may request materials delivered from
  any PINES library to local library, at no
• In FY06, over 452,000 loans between PINES
• PINES libraries agree to a common set of
  policies, and procedures, with the goal that
  users have a consistent experience at any
  PINES library.
       PINES Governance
• Executive Committee: Nine (9) elected
  representatives (Library Directors) from
  member library systems.
• Function-specific subcommittees make policy
• Executive Committee meets quarterly and as
      What are the Benefits?
• For users: increased access to local library
• For libraries: the State of Georgia assumes
  the costs of the automation system.
• Access, not ownership, is the key.
• Economy of scale:
  PINES annual cost = approximately $1.6
  Individual library automation systems = over
  $15 million + approximately $5 million per
  year to maintain those systems.
Services from PINES Central
• Training for 1,400 PINES staff in libraries
across the state. Training is conducted
regionally to reduce travel demands on
•Responsibility for printing and mailing of
overdue notices for all PINES libraries
•Helpdesk via phone, email or web, available
24 hours/day.
       Comments from the PINES User Survey

• “It SIGNIFICANTLY expands the choices of books
  and other materials available to me. I appreciate this
  so much because I live in a rural part of the state with
  a very small local library.”

• “Allowing books to be checked out from other
  libraries is WONDERFUL. This way, the Pines
  System is like one gigantic library making available a
  tremendous selection of books regardless of where
  the books are physically housed.”
       The Evergreen Project
• The 5-year software contract for PINES ended
  in June 2005.
• 2003-2004: PINES staff conducted a
  comprehensive survey of the library automation
• At issue: the unique needs of a statewide
  consortium sharing a centralized database and
  utilizing a statewide library card.
• Is the software driving the policy/procedure, or
  is the policy/procedure driving the software?
    The Evergreen Project
• What do PINES libraries need?
   Enterprise-class relational database
   Flexible system administration
   Granular permissions structure
   A complex holds matrix
   Ability to treat member libraries as individual
   Reports designed to correspond to annual
    reporting requirements
  The Evergreen Project
• Evergreen Integrated Library System was
  developed using Open Source software.
• Released under General Public License
• Alpha release (Online public access catalog,
  Cataloging, Circulation) debuted in July 2005.
• Beta release in early 2006.
• All PINES libraries migrated to Evergreen
  software on September 5, 2006.
• Transactions, user records, and item records
  were migrated from the former system.
   Cost Comparison
             Evergreen   Vendor ILS
Server        $350,000   $1,500,000
Hardware     (included, 3 $200,000/yr
Support         years)
Software          $0      $200,000/yr
Local Tech       4            2
         Fringe Benefits
• We’re self-sustaining and control our own
   – We decide on development priorities.
   – No more difficulty trying to convince a
     vendor to develop important features for us
     (a minority customer in some ways).

• The users of the software have direct access
  to the developers.
  Evergreen Online Catalog
• Streamlined searching from a single search box.
• Google-like spell-checking and search suggestions.
• Ability to select specific material formats from the
  online catalog’s front page.
• Added content, including book cover images,
  reviews, and excerpts.
• Randomized holds that include geographic location
  as a factor.
• Scalability in anticipation of PINES growth.
  Evergreen Online Catalog
• In ‘My Account’, patrons can:
  – change personal login name;
  – change password;
  – place, cancel, and view holds;
  – modify how they would like to be alerted of
    available holds;
  – view fines;
  – view address information; and
  – view Bookbags (and share them)
Let’s take a look…

      Core Technologies
 Database: PostgreSQL
 Logic/glue languages: C and Perl,
 Webserver: Apache mod_perl, C modules
 Client side software: XUL
 Server operating system: Linux
 Server hardware: x86-64
 Messaging core: Jabber (Ejabberd)
         Evergreen Design
 Server-side software is designed to run on
  inexpensive commodity hardware with Linux
  as the operating system.

 The software is designed to run in a clustered
  environment, giving it enterprise-level high
  availability and failover.

 Evergreen's staff client is cross-platform
  (Windows, Mac, Linux).
    Open Application Plaform
The traditional ILS is
 A catalog
 A circulation system
 Cataloging tools

      We wanted more – we wanted a platform
      Open Application Platform
We need a framework that

   is easy to cluster
   takes care of all the dirty work
   has very low overhead
   makes writing applications simple
   is built on open, standard protocols

    Given this we can create components as they are
    needed to provide solutions on demand – we don't
    need to anticipate every problem!
OpenSRF: Features and Benefits
We built a framework that
 can trivially scale from a single server to hundreds in
  a tiered, redundant fashion
 manages everything but the application logic,
  abstracting away everything to a consistent set of
  method calls
 can easily handle hundreds of transactions per
  second, per server without any administrator tuning of
  the underlying components
 turns writing applications, including entire ILS
  modules, into a matter of translating business logic
  into a set of simple Perl or C routines
 Leverages existing open standards and open source
  software to avoid both duplication of effort and
  component lock-in
        OpenSRF: The Pieces
OpenSRF consists of
 A Jabber server – PINES uses eJabberd, and has
  tested jabber2d and an in-house custom server
 The OpenSRF Router – provides application load
  balancing and failover services
 OpenSRF Application Infrastructure – libraries and
  tools that turn simple business logic functions into
  seamless applications
 OpenSRF Gateway – an Apache web server plugin
  that turns URLs into OpenSRF requests, and
  OpenSRF reponses into web-accesible content
 OpenSRF DocGen – serves API documentation from
  the OpenSRF Introspection Service
        Benefits to Evergreen
 Dramatically decreased the time to go from service
  prototypes to production implementations
 Allows developers to focus on core ILS issues
 Increase capacity as needed using any source – no
  hardware vendor lock-in!
 No single point of failure for any critical system or
 Rolling Upgrades – no need to take the system offline
  to upgrade backend services!
Where Do We Go from Here?
• Migration of the six library systems waiting to
  become part of PINES.

• Develop the Acquisitions and Serials

• Work with others on a protocol to share
  information across automation systems
  (Open NCIP).

• Develop the children's portal for the online
Where Do We Go from Here?
• Implement online bill pay for users.

• Enhance social aspects of the catalog:
  user ratings, reviews, and comments.

• Complete the Spanish translation for the
  online catalog.
Where do we go from here?
• Deep links into the GALILEO

• Online catalog that can be used on
  mobile devices.

• Possible partnerships with other
 PINES online catalog:

Evergreen development:
        David Singleton
          Julie Walker
       Brad LaJeunesse
         Mike Rylander

To top