openILL an open source ILL management system

							openILL: an open source ILL
management system

                       Dave Kisly



             OpenILL: an open source ILL
10/05/2010                                 1
                 management system
Introduction
   Rationale for an OS ILL system:
     – Genesis & Objectives
   What you get with the t-shirt:
     – interface, the middle stuff, the back-end
   The Biz models
     – Membership, Cooperative development,
       costs

                  OpenILL: an open source ILL
10/05/2010                                         2
                      management system
The rationale
   Project influenced by Costs and
    Opportunities assessment at UWin:
     – Costs:
             • Instability in the ILL systems market
             • Costs and relative inflexibility of existing
               proprietary systems
     – Opportunities:
             • enhanced interoperability, modularity,
               customization through OS model

                          OpenILL: an open source ILL
10/05/2010                                                    3
                              management system
The interface
   Emphasis on
     – Functionality (staff workflow), support
       for ISO protocol
     – HTML / CSS compliance
     – Modules: Requests, Directory, Admin,
       Reports



                  OpenILL: an open source ILL
10/05/2010                                       4
                      management system
The Middle Tier (1/3)
   Implements ISO-ILL protocol
     – allowable events, triggers + states
       through the life-cycle
     – Transfer syntax (ASN.1+BER)
   Support for Generic Script



                  OpenILL: an open source ILL
10/05/2010                                      5
                      management system
The Middle Tier (2/3)
   Java-based encoder / decoder:
     – Converts outgoing request structures
       (XML) into ASN.1-BER packets (email)
     – Converts incoming ASN.1-BER packets
       into XML structures (parsed into
       database)
     – Generic Script <-> XML packets


                 OpenILL: an open source ILL
10/05/2010                                     6
                     management system
The Middle Tier (3/3)
   Fusebox 4 coding methodology
     – FB4 = XML-centric coding methodology
     – “Encoded documentation” (Fusedocs)
     – Supports “plug-ins”, extensible
   Model-View-Controller
     – Modularity, encapsulation of code


                  OpenILL: an open source ILL
10/05/2010                                      7
                      management system
Middle tiers (4/4)

   MVC/FB4: code is clustered into
    functionally related “circuits”
     – Controller
             • Admin, Directory, Reports, Requests
               <http://targetinform.com/circuit.txt>
     – Model
             • Admin, Directory, Reports, Requests
     – View
             • Admin, Directory, Reports, Requests

                            OpenILL: an open source ILL
10/05/2010                                                8
                                management system
The back-end (1/2)
   Cold Fusion MX
     – Java-based
     – Port to PHP?
   SQL database
     – Current version MySQL (4.?)
     – Earlier versions in MS databases


                  OpenILL: an open source ILL
10/05/2010                                      9
                      management system
The back-end (2/2)
   LDAP directory
     – OpenLDAP version of the Canadian
       Directory of ILL Symbols
     – Part of a larger, international initiative
       involving National Library of Canada,
       Australia National Library, OCLC



                   OpenILL: an open source ILL
10/05/2010                                          10
                       management system
Status
   LDAP directory component
     – NLC, OpenILL…
 Integration of ISO and Generic Script
 Staggered implementations




                OpenILL: an open source ILL
10/05/2010                                    11
                    management system
Requisite management matrix

             Basic                    Enhanced
             Functionality            functionality


    $        OpenILL, 1st             OpenILL, v.?
             release


    $$$$



                OpenILL: an open source ILL
10/05/2010                                            12
                    management system
Business Models (1/4)
 Download source: install and run locally
 OpenILL cooperative membership
     – Members: non-voting
             • Small (1-9 staff):       $250 + $50 renewal
             • Medium (10-49):          $500 + $100 renewal
             • Large (50+):             $1000 + $200 renewal
     – Partners: voting
             • Small (1-9 staff):       $2500 + $250 renewal
             • Medium (10-49):          $5000 + $500 renewal
             • Large (50+):             $7500 + $750 renewal
                             OpenILL: an open source ILL
10/05/2010                                                     13
                                 management system
Business Models (2/4)
   Cooperative contributions
     – Enhancement to code base (prioritized
       by OpenILL group (partners)
     – Contributions ~ staff time, e.g.:
             • Small (1-9):   2 staff days
             • Medium (10-49) 4 staff days
             • Large (50+)    6 staff days


                        OpenILL: an open source ILL
10/05/2010                                            14
                            management system
Business Models (3/4)
   Allocation of fees
     – Goal is to ensure a viable open source
       business model that will enable product
       growth
     – Majority of fees will roll back into the
       development, maintenance, hosting



                  OpenILL: an open source ILL
10/05/2010                                      15
                      management system
Business Models (4/4)
    Initial Host Fee
     – Small (1-9 library staff) - $250 ($125
       annual maintenance)
     – Medium (10-49 staff) - $500 ($250 annual
       maintenance)
     – Large (50+ staff) - $1,000 ($500 annual
       maintenance)


                  OpenILL: an open source ILL
10/05/2010                                      16
                      management system
More information
   http://www.openill.org




                OpenILL: an open source ILL
10/05/2010                                    17
                    management system