Shaun Davidson by yaofenji


									Shaun Davidson
                                                                      QuickTime™ and a                                          TIFF (Uncompressed) decompressor
Indiana University School of Library                           are needed to see this picture.
and Information Science at Indianapolis

Product: AquaBrowser

 Parent Company: Medialab Solutions

 Compatibility: Web-based, cross-platform client runs on PC, Mac, and Linux systems

 Implementation and Integration: Links to your ILS in a few days. Integrate your own Thesaurus.
 Customizable front end.

 What makes this Next-Gen? :

     •   Visual search elements such as the word cloud and cover art thumbnails
     •   Searches materials in all locations at once whether on-site or remote and in all formats
     •   Customizable refining tools, narrowing down search results

     •   My Discoveries
            o AquaBrowser’s venture into the Social Networking world
            o Links your materials with the tags and reviews of the Library Thing community
            o Patrons can create personalized lists as well as contribute their own reviews and
            o Library can control what tags, if any, are used in their catalog

 Overall: For the seasoned searcher, AquaBrowser may come off as nothing more than a
 collection of bells and whistles. However, many will be drawn to AquaBrowser and have much
 success with the visual elements and hands-on approach to searching. Continuing developments
 in social networking, tagging, and personalization make this a catalog to continue watching.
Primo by Ex Libris

Primo is not an Integrated Library System. It is not a catalog or a database.

Primo is a “discovery and delivery” system that works alongside the ILS and catalog
and databases. Primo creates a “one-stop-shopping” experience for searchers.

Very easy to use: Gives suggestions (“did you mean?” or by topic), and produces
results based on synonyms. Can broaden or taper results or modify search.

Personal and collaborative: Users can save searches and personalize preferences.
Users can rate, review or tag items.

Versatile: Can be used with any standard ILS, from any vendor. Can search through
any on- and off-site information storage, catalogs, digital collections, knowledge bases,
etc. Modules can be embedded in any area, institutional web sites, course-
management systems, social networks, or blogs to increase traffic to library services.

Implementation and cost: “Software as a Service”, is managed by Ex Libris; libraries
do not need technical staff. Ex Libris is a large proprietary company that works mainly
with large libraries, consortiums, and research centers. It can be estimated that the cost
would be substantial, though manageable in consortium or large institution. Cost of
Primo discovery system would be in addition to cost of ILS and databases/other

A Few Notable Libraries with Primo:
Oxford University (UK)
Royal Library of Denmark
Vanderbilt University 
National Library of New Zealand

Compiled by James Bell,
                                                                  By VTLS
Visionary Technology in Library Systems                                     • Web server, dynamic web-based search pages and Java
                                                                              make it very versatile
   • VTLS has been around for 30 years and
                                                                            • Metadata storage in external repository allows system
            serves over 900 libraries in 37 countries                         interoperability
   • Visualizer was fully release in early 2008                         How does it work
Next-Gen feature for your existing catalog                                  • Harvests metadata from your chosen resources
   • Searches all of your chosen resources                                  • Indexes the collected metadata
            ILS, external databases, digital collections, etc.              • Searches within the indexes for quick results
   • Added extensive faceted search capabilities to your OPAC               • Harvests and updates frequently
   • Hyperlinks the user straight to the information source             Drawbacks
Customizable                                                                • VTLS products tend to be large, expensive, sophisticated
   • Specify what resource you want searched                                   and too advanced for small to medium-sized library needs

   • Apply up to 30 facets to each search term                              • Adds most value to libraries with extensive digital
                                                                               collections and/or many database subscriptions
                                                                        Libraries currently using VTLS Visualizer:
   • Virtua ILS (also a VTLS product)
                                                                            • Duke University Libraries -
   • Aquabrowser
                                                                            • Arrow Discovery Service -
   • Any OAI (Open Archives Initiative) compliant source
   • Reads MARC-21, XML, Dublin Core, MODS, and other

 Sarah M. Morey                                                  IUPUI - SLIS                                 
Andrew Beymer, S554 – Library Systems, Evergreen Handout -

AT A GLANCE                    What Is Evergreen?
1   Open Source Cataloging     Evergreen was conceived in 2005 as a replacement for the library
    Software                   automation system that served as the technical backbone of PINES, the
                               lending network for the Georgia Public Library Service. The GPLS went
2   Completely Free            to a variety of vendors to find a suitable replacement for their aging
                               software but found all candidates to be lacking in some respect
3   Some Technical Expertise   (Evergreen FAQ).
                               The GPLS decided to instead invest their time and money in developing
4   Excellent Scalability      an open-source cataloging backend that would have the benefit of being
                               maintained in-house without reliance on outside vendors for technical
5   Support Available from
                               support and updates, and the Evergreen cataloging system was born.
    Equinox, Inc.
                               In the four years since the decision to go forward with open-source the
                               Evergreen system has spread to several library consortia in the United
“Open source software is       States and Canada as well as being used by individual libraries and
 freely available—free to      bibliophiles as well. Today the Evergreen catalog is available for free to
  download, free to use,       anyone, but there is also the option to partner with Equinox, a company
 free to view, and free to     spun off to support Evergreen, for assistance with installing and
   adapt and improve.”         maintaining the system.
                               What Is Open Source?
                               Open source software is a concept that has been gaining in popularity on
                               the Internet in recent years. In an open source project a group of
                               developers works on a piece of software and then releases both the
                               program and the underlying code free for the public’s use.
                               The biggest advantage of an open source approach is that the up-front
                               cost of using open source is absolutely free. In any library time and
                               money will be spent maintaining Evergreen, and the lack of an initial cost
                               is a clear advantage. Open source also means that there is a dedicated
                               and growing team of developers from around the world continually
                               working on features and updating the software.
                               Possible disadvantages to an open source approach include the danger
                               that development on the project will stop and potential security issues
                               due to the code being available to the public. These dangers, however,
                               are less of an issue with Evergreen due to the support from Equinox, Inc.
                               and the continuous security updates that support entails.
 Page 2                                                                                   Evergreen

    “Evergreen is open-
       source software,       Quick Facts About Evergreen
 licensed under the GNU
  General Public License
                              1.   Evergreen website available at
      (GPL). Evergreen
    software is free in all   2.   Equinox Inc. website available at
senses of the word: free
                              3.   A list of known Evergreen installations can be found at:
to download, free to use,
     free to view, free to
   modify, free to share.”    4.   A live demo of the Evergreen system can be found at:       
                              5.   Started by the Georgia Public Library System in 2005 as a
                                   replacement for their then-aging Library Automation System.
                              6.   Hundreds of libraries throughout North America have migrated to the
                                   Evergreen System, including library consortia in British Columbia and
                              7.   Free technical support and extensive documentation is available on
                                   the Evergreen website.
                              8.   Contracted support is available through Equinox, Inc. for libraries
                                   unable or unwilling to maintain the site on their own with packages
                                   including installation and maintenance of the system customized to
                                   individual libraries’ needs.
                              9.   Open Source and available to libraries completely free of charge.
                              10.     Scalable to catalogs and user bases both large and small.
                              11.     Able to work with a variety of front-end OPAC software.
                              12.     Designed with library consortia in mind.

                              There are several options available for installing and maintaining
                              Evergreen depending on how technically minded and independent a
                              library wants to be. There is extensive documentation and a support
                              community available at the Evergreen website for libraries that wish to
                              handle the technical side on their own, and there is always the paid
                              option of working with Equinox as well. Overall the free availability,
                              large and friendly support community, active developers who are
                              constantly updating and adding new features requested, and scalability
                              makes Evergreen an excellent next generation cataloging option for
                              libraries of all sizes.
                     Presented by Carrie O’Maley (
                            http://virgobeta.lib.virginia.ed (Beta Site)
               (Software Information)

Background: Blacklight is a free and open source OPAC currently being developed at the
University of Virginia Library. It’s geared toward large academic research institutions with large
digital collections. It is based on a tool called Collex that was designed to aid students and
scholars working in networked archives and federated repositories of humanities materials: a
sophisticated collections and exhibits mechanism for the semantic web. As of version 2.0
(released March 28, 2009), Blacklight is distributed as an engines plugin inside of a demo
application. This allows libraries to keep their local institutional edits separate from the core
plugin functionality, enabling easy upgrades with future releases.

The Blacklight application consists of three separate applications working together: The Solr
index, the indexer, and the front-end. The Solr index is a “lucene index, searchable through
solr.” The indexer is a java application that converts data (e.g. marc records) to a lucene index.
The front-end is a Ruby on Rails application that provides a friendly user interface for the data in
the solr index. Collex allows users to collect, annotate, and tag online objects and to showcase
them in illustrated, interlinked essays or exhibits. It functions within any modern web browser
without recourse to plugins or downloads and is fully networked as a server-side application. By
saving information about user activity as metadata, the Collex system writes current practice into
the record and permits knowledge discovery based not only on the characteristics of digital
objects, but also on the contexts in which they are placed by users.

Special Features:
   • relevancy ranking
   • users can build highly focused searches and save them
   • Blacklight searches both catalog records and digital repository objects
   • persistent URLs
   • ability to use the web browser’s back button to return to a previous screen
   • cover images, including cd covers

Even more special features:
   • users can search cds, dvds, books, journal titles, sheet music, websites, microfilm, and
      digital collections of images and texts
   • results can be filtered by format, keywords, and dates and can be sorted by relevancy
      ranking, data received, author, title, or call number
   • searches and results can be saved and shared in Delicious
   • RSS feeds can be generated for the search so users can be notified when the library
      acquires materials in a particular subject area

Still in the works: The University of Virginia is currently working to make it possible for
information to be saved in Refworks and Zotero
                   Oregon State University Libraries Open Source Meta-Search tool

User Interface:                                                 LIBRARYFIND
The User Experience                                             Creator:         Oregon State University, Jan 2007
Features:                                                       Cost:            Free to Download
     Unified search solution
     Universal platform for scholarly activity
                                                                More info:
     Search caching
     Dynamic facet creation
     Smart ILL link
     Breadcrumb trail
                                                                 Administrative Info.:
     Cover art from Open Library                                 Behind the scenes with LibraryFind
     Link to Google full-text
     LACKS: Tagging, browse shelf option
                                                                        Both a harvester/indexer and federated search
Ease of Use:                                                            Integrated OpenURL resolution to allow linking
     2-click user interface (one to find it; one to get it)             to full-text resources
     Facets for browsing/limiting                                       Meta-data driven knowledge base that can be
     Sort by relevance or date                                          shared with other institutions
     Quick citation information                                         Implements a 3-tier caching system for
                                  [continued on back…]                  speedier searching
                                                                        Locally index harvestable collections

                                                                        Programmed using Ruby on Rails for
                                                                        “optimized programmer happiness”
                                                                        Web-based administration
                                                                        Open-source and extensible
                                                                        Also utilizes MySQL, Lucene (Ferret), and web
                                                                        services (SOAP/WSDL
                                                                                                 [continued on back…]

                                                        LibraryFind 1
Continued from front…                                                 Continued from front…

USER INTERFACE:                                                       ADMINISTRATIVE INFO:

Customization:                                                        System Requirements:
                                                                      Unix/Linux/BSD-based operating system
   • Very extensible and customizable via the XML-
     backend.                                                         Installation/Maintenance:
   • Design new user interfaces for specific user                     Requires a system administrator with knowledge of
     groups                                                           SQL, harvesting data, and openURL configuration.

Support:                                                              Documentation/Support:
No support for the end user is provided by                            Technical resources for administrators available
LibraryFind. Each library creates unique “Help”                       online
materials based on the capabilities of their system.
                                                                      COinS support
Overall Functionality:                                                Testing resources
Search functions are very thorough, but do not                        Screen cast tutorials are forthcoming
exclude pre-published articles that have been
                                                                      Overall evaluation:
indexed in databases. This can be confusing and
                                                                      From the administrative aspect, LibraryFind will
annoying for the user. The advanced searching
                                                                      require personnel with technical expertise. The
features are also limited.
                                                                      program is designed so that libraries can make their
The general layout is functional, but attractive and                  own adjustments and changes to best suit their
can be modified by each library. The interface may                    situation. This is not a pre-packaged, ready-to-use
not be as “flashy” as other next-gen catalogs.
                                                                      Libraries that are looking for flexibility and
The 2-click searching is very efficient for articles.
                                                                      customization should consider LibraryFind. The
However, traditional catalog users may be used to 1-                  developers continue to add new features and
click searching for books. In LibraryFind, two clicks                 capabilities. Newest features: RSS for search
are required in order to see the availability status of               queries and “stop searching” option to minimize wait
a book. This may be an extra step for many users.                     time.

Libraries should consider how many databases they                     LibraryFind allows for easier sharing of scholarly
                                                                      collections amongst institutions and makes local
will be able to include in the federated searching. If
                                                                      collections more visible and accessible. Libraries and
only one or two databases may be included,
                                                                      library consortia with special collections may find
LibraryFind may not be a worthwhile investment.                       LibraryFind’s capabilities are worth the administrative
                                                                      and technical work.
                                                                      LibraryFind is partially grant-funded through Oregon
                                                                      State University. This is a reliable source, but could
For a demo of LibraryFind visit:                                      be subject to budget cuts or funding shortfalls in the
                                                                      future. This is something to consider when choosing                                 LibraryFind.

  Evaluation prepared by Alison Johnson, Student, Indiana University School of Library and Information Science, Indianapolis, Apr. 09
                                                           LibraryFind 2

What Makes it “Next­Gen?” 
      Encore presents the user with a single, stand­alone search box.  Information is harvested 
      from all the library’s materials which include the physical collection, electronic resources, 
      licensed databases, harvested digital collections, programs, and Encore community‐
      generated content. 

       Encore provides the ability for community tagging.   
       Encore allows emerging and specialized terms to be searchable.   
       Encore comes with spell‐check capabilities with its “Did you mean?” feature. 
       Monograph records are accompanied by book jacket images in addition to browsing and 
       searching capabilities of the book’s content. 
       Encore provides faceted search results which include popular choices, recently added 
       suggestions, and RightResult relevancy rankings. 
       Library patrons can submit their own rankings and reviews for the library’s holdings which 
       are displayed in the retrieved item’s record. 
       Patrons can use facet limiting which allows them to limit their search results to specific 
       Encore displays a feature called “breadcrumbs” which allows for easy backtracking through 
       searches so patrons do not need to start over. 
       Encore provides users with a high level of personalization in the form of saved searches, 
       email alerts, recently added items lists, and renewal options. 
Who Is Using Encore? 
Fairfield University: 
University of Houston: 
University of Nebraska at Lincoln: 
University of San Francisco: 
Prepared by Dawn Stahura 
Purdue University, Hicks Undergraduate Library  
Evaluation Summary for Koha

                      Koha is an open source, full-featured, integrated library system that is
                      scalable to meet the needs of any library. The client side of Koha (OPAC,
                      management and self-checkout interface) is a web-based technology, and
usable with any operating system. Koha has some original features, such as the ability of
ergonomic personalization, and the ability for patrons to create Virtual Shelves of library items.
Because Koha is an open source product, users can become active in the development and
implementation of customized extensions that can enhance the features of Koha. The Koha
OPAC has some new features, such as faceted searching, the use of social tags and tag clouds,
and the ability to interface with features offered by third parties, such as Amazon and Google.

                           Koha is based on software tools released under free license only and a 100%
                           web-based platform.
                           Server OS: Linux, OpenBSD, FreeBSD, MacOS X, or any other Unix
 Technical platform        Web server: Apache
                           Programming Language: Perl
                           Database: MySQL
                           Client Software: Recent Internet browser
                           Koha is completely supported by a user community, but is also available
    Vendor or user
                           through a vendors, such as LibLime, who offer customizability of the
                           open source software for a price.
                           Installation: Requires no prior knowledge, although familiarization with
                           Linux/Apache/MySQL/Perl, etc., is a plus.
                           Maintenance: Requires some advanced computing knowledge for
                           updates and upgrades.
         Cost              Free (Also available as fully customized package for purchase)
                           Industry standards: Z39.50, UNIMARC, ISO2709
Standards compliance
                           Technical standards: XHTML 1.0, CSS, Javascript
                           “Koha is friendly enough to deal with if you are not a techie. Honest.”
      Ease of use          -- Koha: a newbie’s guide / BWS Johnson.
                           Some key customizable features:
                           1) Visible interface of the software is entirely customizable
                           2) Several themes available for the OPAC
                           3) Interface uses cascading style sheets (CSS)
                           Koha Wiki: Maintained by Koha users
                           Koha Documentation Project: Extensive documentation in multiple
 Documentation and
  training material
                           Koha Extensions Manager: Plugins and more
                           Blog Aggregator: Blogs about Koha
                           Free: Mailing lists, IRC, Community Portal
  Customer support
                           Pay: BibLibre, CALYX, LibLime, and more
Management reports         Yes, pre-defined and custom reports
       Security            Noted problems (see mailing list archives)

                                                                  Peter Terew <>

                  Endeca Information Access Platform 

Endeca Technologies, Inc., is a privately owned company located in Cambridge, Massachusetts, founded in 1999. 
The IAP was developed in response to business problems stemming from information overload.  The company 
services a variety of industries: Retail, Manufacturing, Distribution, Media & Publishing, Government, Financial 
Services, Healthcare & Life Sciences.  Major clients include Wal‐Mart, Ford and IBM. 

The Endeca Information Access Platform provides enterprise searching using a combination of: 
    • Advanced query capabilities that guide a user through their search. 
    • A flexible data model that allows review of data in all structure and format types. 
    • Search applications tailored to a client’s specific needs. 

For library clients the Endeca IAP provides enterprise searching of their Integrated Library System.  The features of 
the IAP that bring the product to a discussion of next‐generation catalogs include: 
     • Federated searching. 
     • Faceted browsing by numerous categories such as author, availability, library/branch, format, newness, LC 
          Classification, recommended audience. 
     • Relevancy based on exact match, phrase match, number of fields matched, weighted frequency, 
          publication date, circulation statistics, etc. 
     • Breadcrumbs. 
     • Spell check/Did you mean? 
     • RSS feeds based on user results. 


North Carolina State University (NCSU) was the first library deployment of the Endeca Information Access Platform.  
They’ve provided an excellent schematic of how the platform interacts with their Integrated Library System. 


The MARC records are uploaded to the Information Access Platform overnight.  Circulation data uploads are made 
hourly to provide end users with current availability information. 

                                           Laurie Wilhite Watson 
                               IUPUI School of Library and Information Science 



Endeca Libraries 

    •   North Carolina State University: 
        First library deployment January, 2006 
    •   Triangle Research Library Network: 
        (Duke, North Carolina Central University, NCSU, University of North Carolina‐Chapel Hill 
        deployment 2008 
    •   Phoenix Public Library:  
    •   McMaster University:  
        First Canadian library deployment October, 2006 
    •   Florida Center for Library Automation:  
    •   Individual Florida universities: 
    •   Library of Congress: 


Useful Informational websites 

    •   Endeca at the NCSU Libraries: 
    •   Endeca Technologies: 
    •   Information Access Platform White Paper: 


                                          Laurie Wilhite Watson 
                              IUPUI School of Library and Information Science 
   •   ‘Clean’ interface with one search box
   •   Relevancy ranking of search results
   •   Faceted browsing to expand or narrow search results
   •   Integration of content from
           o local book holdings
           o OCLC WorldCat book database
           o OCLC FirstSearch article databases
           o EBSCO content (new)
   •   User-generated content and networking: reviews, ratings, lists
   •   Content is seen by search engines
   •   Some local configuration options, including
           o Branding
           o relevance ranking settings
           o links to ILS and resource sharing services

   •   WorldCat Local is an adaptation of
          o Heavily used, familiar, free library search engine tool
          o Powerful connections to Google Books and Amazon content
   •   WorldCat Local QuickStart is free with subscription to FirstSearchWorldCat
   •   OCLC
          o tremendous power of their content, particularly the WorldCat database
          o libraries already have holdings in WorldCat and subscriptions to other related services
               such as WorldCat Resource Sharing
          o hosting and support done by OCLC (limited need for library setup and maintenance)
   •   Not driven by your local ILS and its quirks (but able to show status and availability by clicking
       on a link to OPAC)

   •   Are we giving OCLCtoo much power over our library-generated content?
   •   Does not offer true one-stop shopping (federated/meta searching) – the local library usually
       has databases and content in addition to what is available through OCLC and EBSCO
          o article searches are limited to the article-level records in WorldCat
          o digital content is limited to collections you have in ContentDM
   •   Development happens at OCLC, not highly customized to individual libraries (not open source)
   •   Local holdings need to stay up-to-date in WorldCat for Local to work properly
   •   Some quirkiness in presentation of catalog records for multiple editions
   •   Lack of search capabilities using library call number data
          For more information visit:
              Some libraries using WorldCat Local: University of Washington, IUPUI
Karl Stutzman []
Indiana University School of Library Science at Indianapolis
25 April 2009
* LibraryThing for Libraries is a Library 2.0 product developed by the creators of LibraryThing 
(, an online, social cataloging website where users can catalog their 
personal libraries.  LibraryThing users can tag, review, and recommend books, as well as allow other 
users to browse or search their libraries. 
LibraryThing for Libraries (LTFL) 
LibraryThing for Libraries was built for use with public, academic, or special libraries’ existing library 
systems (ILS/OPACs).  LTFL is not a typical NextGen catalog in that it is not a catalog.  It acts as an 
overlay to incorporate user tags and suggestions without having to rebuild an existing catalog. 
2 Products: 
     • Catalog Enhancement Package  
             o Book Recommendations (pointing the user to “recommended” or “similar” books 
                 available in the library) 
             o Tag‐based Discovery (uses tag clouds and tag‐based searches from the 41 million 
                 LibraryThing user‐generated tags) 
             o Other Editions and Translations (links to other editions or translations available in 
                 the library) 
     • Reviews Enhancement Package  
             o Patron Reviews (patrons may rate and review books in the library’s catalog) 
             o LibraryThing Users’ Reviews (over 200,000 reviews available through 
             o Widgets (Library‐branded blog widgets and Facebook applications for patrons’ use. 
Requirements/Installation and Cost: 
     • LTFL works with every major ILS/OPAC, though you must be able to edit the HTML of your 
     • Catalog Enhancement Package also requires that you be able to export your records in either 
         tab‐delimited or MARC format.  LTFL needs this information so that they will not 
         recommend books not in the library. 
     • LTFL charges a yearly subscription fee based on book circulation and other factors relating 
         to OPAC use.  Minimum is $1000 for all libraries; consortia generally receive a 20% discount. 
     • Enhancement of existing catalog, virtually no training required 
     • Designed to work with screen readers/magnifiers, and other assistive technology 
     • Ability to moderate user reviews 
     • Inability to edit or add tags (because they are LibraryThing user‐generated, there is no 
         consistency or standard, though LibraryThing claims a “vetting” process) 
     • Books must have ISBN (LibraryThing is working on way to link to LCCN or OCLC#) 
     • Must update manually, LTFL does not note changes in library’s catalog 
     • No live customer support for troubleshooting, only email 
LibraryThing is completely de‐coupled from any OPAC’s patron data, using only aggregated and 
anonymous data. 

Becki Myers / Indiana University School of Library and Information Science, Indianapolis / 
Holly Hensley  

Next Gen catalog summary 

                             Scriblio Background 
Scriblio is a free and open source CMS or content source management system and OPAC‐online 
public access catalog. It was created by Plymouth State University and is supported by the 
Andrew W. Mellon Foundation. The searching and browsing features are based on WordPress. 
Scriblio represents a bibliographic collection in a way that is user‐friendly and easily searchable.  

                    How to use a Scriblio catalog 
When a user is searching on a Scriblio catalog he or she has the option to choose a Browse 
function. If a user enters a keyword search, results are listed by their relevance and not the 
date added, otherwise the most recent entry is listed first. All of the new titles list have an RSS 
feed which a user can subscribe to and receive updates. Scriblio also contains subject and 
author search options which will display further results. Since Scriblio is based on WordPress 
the company recommends that you use the Subversion to download Scriblio and it only takes 
five minutes. Once the download is complete you can install the plugins and introduce yourself 
on the dashboard. The URL includes a screencast on the installation 
process. The site also contains links for all the downloads. 
  Next-Gen feature for your existing catalog                                             Cost of subscription

       Integrates starred reader-written reviews into your catalog                           30 day free trial

       Allows your patrons to write and share reviews                                         Includes setup, configuration and use for 30 days

  Customizable                                                                               One time setup fee - $150

       Change font and background to match the look of your catalog                          First location - $1200 per year

       Prevent abuse by setting your ChiliFresh to “moderated”                               Each additional location - $120 per year

        You will approve each of you patron reviews before it’s displayed                Drawbacks

        Get library vetted reviews from the database                                         Computers must allow popup windows

  Compatibility                                                                               Reviews appear in a new window

       SirsiDynix, Polaris and custom                                                        Number of available review

       Reviews database is stored on a remote server. This means:                            Customer support

        No system upgrades or work for your IT department                                     Online contact with potential 24 hour response time

        Does not slow down your catalog                                                       No management reports

  Contract                                                                                    No readily available training materials or documentation

       No contract and cancel any time without penalties                                 See It In Action

   Installation and Use                                                            

       Paste HTML code into your catalog’s configuration files one time            

       Automatically appears in the catalog - access with one mouse                

Sarah M. Morey                                                            IUPUI - SLIS                                          
Raquel Lopez                                                     Email:
Indiana University School of Library and Information Science @ Indianapolis

Libraries and Businesses that use and                  content from established SOPAC com-
support SOPAC:                                         munities.
Darien Library (Darien, Connecticut)
                                                  SOPAC is very customizable. SOPAC allows
Allen County Public Library (Ft. Wayne,           users to save searches, customizable inter-
IN)                                               faces using the Drupal template system. It
                                                  has the ability to integrate fines, holds and supports SOPAC                    renewals. It also has the ability to customize
commercially through their website                the users’ experiences through the adminis-
                                                  trative control panel. (based in Oregon).
                                                  SOPAC’s Features:
SOPAC was written and is maintained by               Faceted browsing
John Blyberg, winner of the 2009 LITA—Brett
Butler Entrepreneurship award. He won the            Ajax-empowered interface with native
award for the creation of this Social Online           jQuery support
Public Access Catalog.
                                                     100% customizable interface via the
What is SOPAC? How is it Next-Generation?
                                                       Drupal template system
SOPAC is open source software suite that
integrates your web presents and library
catalog. Users are able to write reviews, tag
                                                     Ability to remove search limiters
material, rate material and interact. It is a
next-generation catalog system that takes            Saved searches
advantage of online, web 2.0-like interac-
tion to build a rich, engaging discovery             Integrated renewals, holds placement,
layer, thus bringing the power of social               and fine payment
computing to the library.
                                                     Ability to customize the user experience
It is written as a Drupal module. This plat-
                                                       via the administrative control panel
form opens doors for integrating current
and future Web 2.0 technologies.
                                                     Ability to create custom functionality
Functionality:                                         via a Drupal sub-module

                                                  Technology and Compatibility:
   SOPAC is a module for Drupal Content
                                                  Since SOPAC depends on Locum to con-
     Management System which provides a
     true integration of your library catalog.    nect to your integrated library system, it has
                                                  the potential to work with any ILS.
   It allows the users to tag, rate and re-
     view materials in the library.
                                                 SOPAC, Locum, and Insurge are developed
   The user input is then used in the discov- as a LAMP-based (Linux Apache MySQL
     ery index so that SOPAC becomes a           PHP) suite of products. Locum and Insurge
     true community driven catalog system. are not dependent on Apache, however,
   Libraries are able to share their patrons’ while SOPAC is.
     input with other libraries resulting in the
     creation of an even richer environment In addition, SOPAC is a Drupal module writ-
     for everyone that is involved.              ten for Drupal 6. If you are running a previ-
   Newly created SOPAC communities             ous version of Drupal, SOPAC will not work.
     can use this information for displaying
Performance Note:
It is recommended that you put plenty of memory in        2. PEAR::MDB2 - Locum and Insurge also require that
                                                          you install PEAR::MDB2.
your production server. Since much of Locum's
search capability is built on harnessing the speed of     Recommended
memory searches, the more the better. Locum can           for Apache
actually perform searches and build facets amaz-          ModSSL for SSL support within SOPAC
ingly fast because of it's in-memory dataset de-          An issued, signed SSL certificate
                                                          for PHP
                                                          Enable pcntl (process control) support for multi-
BASIC Installation Requirements:                          process harvesting
For the Production Server:
                                                          Vendor/User Community (Support):
Software Requirements:
                                                          There are several ways in which you can receive
Debian Linux "Etch" 2.6.18-6-686-bigmem SMP               support with SOPAC:
Apache: 2.2.3                                             1. Forums on -Several online
MySQL: 5.0.32                                             forums are hosted here and may contain answers to
                                                          many frequently asked questions. If you don't find
PHP: 5.2.0 CLI & libapache2-mod-php5
                                                          and answer in there, feel free to post your question.
Sphinx                                            2. –Releases, Issues, Resources and
                                                          development can be found here. Information re-
                                                          garding issue reports and statistical information
CPU & Memory Requirements:                                available here.
CPU: 1x Quad Core Intel Xeon 2.33GHz
                                                          3. IRC—The SOPAC project uses the freenode IRC
Memory: 10 GB
                                                          server network and occupies the channel #sopac.
For the Development Server:                               This channel can be used to ask questions or to talk
Software Requirements:                                    to other SOPAC users and developers.
Debian Linux "Etch" 2.6.18-6-686 SMP
                                                          4. Contact John Blyberg directly.
Apache: 2.2.3                                             Online:
MySQL: 5.0.32                                   
PHP: 5.2.0 CLI & libapache2-mod-php5            
                                                          By Mail:
Sphinx                                            Darien Library
                                                          1441 Post Rd.
                                                          Darien, CT 06820
CPU & Memory
CPU: 2x Dual Core Intel Xeon 2.00GHz
Memory: 1 GB

Additional Requirements:
1. Sphinx -Locum requires that you build and install
the Sphinx full text search engine. Be sure to get
version because Locum doesn’t support
Sphinx 0.9.9. yet.

To build Sphinx you will need to install the following:
libmysql++-dev                                                                                Page 2
MyLibrary is an open source web application that allows libraries
the option of creating their very own customizable web portal.
End users can then personalize this portal page by adding and
removing resources.

MyLibrary does this by creating relationships between databases
using a facet/term sets and displaying those relationship returns
for the end user.
Current Features:
Personalization: create your own collection of electronic journals, websites
and recommended print materials based on preferences listed on your
personal portal page for the library.

Information can be compiled to for use in reports, etc.

Potential Features:
In the next iteration, it’s hoped to bring features similar to Amazon – People
who used this also liked this, Annotated this, Review this, find more like this…

Governed by GNU Open Source Licensing
The application is free and can be downloaded from the MyLibrary Blog.
The institution must do all customization. This includes but is not limited to:
The hosting webpage, the dialog boxes, the facet/term sets, any databases
needed to store additional information, etc.

Computer with 2 GB of memory
The capacity to run Linux, Apache, MySQL, and Perl*.
Staff with the technical competencies and time to devote to implementing this
type of project -- Librarian, systems administrator, graphic designer, and Perl

Some thought to security must be given. MyLibrary grabs data based on a
series of stored preferences regarding the user: their likes and interests. As
means of protection, most libraries using MyLibrary place much of their site,
including access to their OPAC behind a login screen.

 * A number of implementors have re-coded MyLibrary from Perl into other
 computer languages including ASP, PHP, and ColdFusion.
There is a manual to assist with install and evaluating MyLibrary.
The blog also offers assistance and is one of the methods available for
contacting the parties responsible for the current code: Eric Lease Morgan
and Robert Fox

In Use
Current Users are primarily academic:
Virginia Commonwealth University
Mississippi State University (re-coded in ASP)
ChristChurch College of Education (New Zealand) (re-coded in PHP)
Auburn University

There have been some adaptations to public libraries
Wellington City Libraries (New Zealand)
BraryDog –
Public library of Charlotte and Mecklenburg County (re-coded in ASP)

MyLibrary: A digital library framework and toolbox at
        This site provides code, documentation (help manual) and other forms
        of assistance for those wishing to implement the original Perl-based
Mississippi State University at
        Nice demonstration page where you can see how the code interacts in
        a real world environment
Virginia Commonwealth University at
        Lists a number of libraries that have experimented with MyLibrary
        implementations along with small details of how they went about
        using it.

 Jill A. Black -
 Indiana University – Indianapolis
 School of Library and Information Sciences
                                                   The Bibliocommons organization is a 12‐
                                                  person operation led by Beth Jefferson.  
                                                  Bibliocommons grew out of a pilot youth 
                                                  literacy project with the Toronto Public Library.  
                                                  The project, a “social knowledge discovery 
system” allowing patrons as well as librarians to catalog resources, is funded by private 
investors and subscriptions.   
     Technology &               • Both Mac’s and PC’s 
     Compatibility              • SirsiDynix and ExLibris; majority of programs used by public 
                                •  In some cases (based on the library’s current catalogue software)  
                                    Bibliocommons  replaces the catalog  entirely. In other cases, 
                                    BiblioCommons is a layer on top of the existing software. 
           Cost                 •   Unknown; Ontario public libraries paid for by Knowledge 
                                    Ontario, a collaboration of libraries, cultural heritage 
                                    organizations, and educational institutions 

 Standards Compliance           •   Incorporate MARC records in catalog 

     Functionality/             •   Focus on users, not on librarians 

       Ease of Use              •   Catalog is integrated with circulation modules 
                                •   Very easy to use 

     Customizability            •   Not much required; do add widgets for individual libraries 
                                •   Goal is to push libraries away from customizing  
                                •   “If Google can do it, why can’t libraries” 

  Documentation and             •   Yes, they have it 

    Training Material 

   Customer Support             •   24/7 technical support (no cost?) 
                                •   customer support at no cost 

 Management Reports             •   Libraries can perform basic reporting any time via webstats 
                                •   BiblioCommons provides in‐depth quarterly reports 

         Security               •   Users can only add content to a library’s page if they have 
                                    library card at that library 
                                •   Terms of use agreement 
                                •   BiblioCommons encrypts any information that they store, but 
                                    they do not store all of it. 

Lisa M. Lobdell                              5/15/2009                      
All information provided by Andrea LeClerc, MLS student and BiblioCommons employee, 4/23/2009. 
Other sources for information: 
Abram, Stephen, "Bibliocommons" 
        (accessed 4/16/2009). 
Librarian, The Shifted, "Bibliocommons Goes Live"‐goes‐live.html 
        (accessed 4/16/2009). 
Oder, Norman. "Bibliocommons Emerges: “Revolutionary” Social Discovery System for 
        Libraries." Library Journal  (2008). [accessed 4/16/2009]. 
Ontario, Knowledge, "Connect Ontario" 
        (accessed 4/17/2009). 
Resnick, Paul, "Design and Development of Bibliocommons" 
        (accessed 4/16/2009). 
To view Bibliocommons in action, go to and click on Oakville Public 

Lisa M. Lobdell                             5/15/2009                  
Maywin A. Jackson
S554 IOLUG AGent Evaluation Summary
April 24, 2009

AGent Verso™ from the AGent ™ Suite of Integrated Products
Auto-Graphics, Inc. library market includes:


 Auto-Graphics, Inc. has been supplying technology to libraries and to enterprises for over 30 years.
Their resource management solution, AGent Verso, ™ (using the AGent Luminar ™ interface), is a
complete standard- based Integrated Library System (ILS) that manages library resources such as:

        Circulation, cataloging, serials, Marc resources – digital content manager; in connection with an
        intuitive OPAC.
        Real Time Statistics Capabilities including:
            o Circulation, Search, and Database Statistics.

The AGent Luminar™ Interface is also being offered as an open source application to make changes
using internal resources. User friendly AGent Luminar™ gives users both improved visual and interactive
experience for:

        Social Networking.
        Effortless Navigation.
        Drag and Drop.

AGent Verso™ Features:
      Customizable modules for all library needs.
      Google-like search capabilities.
      Clustered results engine.
      User tagging options.
      Faceted results (display into OPAC).
      Local/Authoritative Cross Reference.
      Built-in Federated Search
      Virtual Result DeDuplication.
      Real Time Statistics Package including:
          o Circulation, Database, and Search Statistics Selections.
          o Choice of Statistical Report Packages for:
                       Patron Account Status
                       Holds/Item Information
                       Bibliographic Records Information
        Because of AGent Verso’s™ designed application transparency, both library patrons and
administrators are no longer limited to web functionality through the OPAC; instead, web access is
available via web based modules.
Support: Selection of the SaaS Model ensures AGent Verso ™ Auto-Graphics, Inc. will
        Train-(Online Webinars)
    Also, selecting the SaaS Model means there is no cost for software licensing.

Cost: Is not available at this time.

User Results/Comments:
       Increased workflow and productivity.
        Improved speed and accuracy in statistical retrieval.
        Seamless integration with ILL
        Budget relief:
             o   Not having to hire IT people.
        Customer support – for both technical and use.

The General Consensus among AGentVerso™ users
Beta Sites for AGent Verso™: (And others).

Guthrie Public Library
Saxton B. Little Free Library

AGent Verso™ Strengths:
      Provides Support and Back up.
      Accomodates any library size.
      Patrons Can Access Statewide resources.

Weakness: Can lose open holds process as a result of giving patrons statewide resources.

Standards: Z39.50 protocol; NCIP and SIP2 authentication protocols; Compliant with the
Americans with Disabilities Act (ADA); Bobby compliant.
        Geolocation IP Authentication Technology/firewall.
        Secure servers at installation.

Powered by SirsiDynix, the developer of popular OPACs such as iBistro, iLink,
Symphony e-Library, HIP, and eCole.

Features of this OPAC:
Easily integrated into other SirsiDynix OPACs. Because it is an add-on,
libraries who already use a SirsiDynix OPAC will find it easy and cost-effective to
integrate Enterprise.

Customizable. Enterprise offers libraries a flexible configuration by allowing
them to choose the features they want to use.

Strong Vendor-Customer Relationship. SirsiDynix offers Software-as-a-
Service (SaaS) to allow for easy management.

Search Capabilities. Enterprise offers a search box, narrows results by
categories, and uses enriched content in order to best serve library patrons. Also
offers a facet stacking feature; this allows the patron to narrow results by author,
then content type, etc.

Fuzzy search technology. This is the kind of technology you might see in an
Internet Search engine; it allows partial searches. Instead of searching for all of
the characters in a query, it searches for some of the characters. Exact matches
are then given the highest ratings. This also helps with misspellings.

Enriched Content. This is includes cover images, reviews, annotations, and
excerpts (similar to features seen on Amazon). Also includes complete holdings

                              Compiled by Lauren Wiley

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