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This session has attracted a steady filter of people since 3:40. At 3:50 only a dozen seats remain and those will be quickly taken by the participants currently grabbing an XC handout from the back of the room.

5 of, SRO and floor space is getting filled with people sitting along the walls etc.

I've heard from Jennifer Bowen about the XC catalog before (UR has been very will to share their projects with other local libraries) and look forward to finding out about any new developments, as well as the opportunity to view the project in light of PINES and Evergreen. In light of the over capacity crowd, I feel just a little guilty to be taking up space to hear about XC again.

They expected this would be a really large room size for the program and the fire marshall wouldn't let them bring in more chairs.

John Rutherford, LITA open source interest group, Chris Strauber is the incoming chair.

Pines Project -
David Singleton

Software project debuted last September. Bill Erickson (sp?) and Jason Etheridge (sp?)are two developers in the room. Ask them the technical questions. ;)

Pines is a consortium 46 of the 56 library systems 256 facilities centralized linux structure 8.9 mil bib records and items as well as a 1.7 mil active card holder shared db.

1999 as a Y2K project since 26 systems (98 facilities) had Y2K compliant problems. Decided to work together as a group

Pines as a consortia, the library card is an actual library card available to anyone in Georgia, not just Pines libraries. Same card for every facility. Return materials to any facility. Can request materials from Union Cat delivered to your library from anywhere in the state for no charge. 5 day a week delivery to headquarters of systems. New books are protected for the first 6 months. Politically smart to keep your funding sources happy.

FY 2000 6000 loans. 480000 loans between library systems in GA today.

The power went out! -the lights cpme back on, the ppt is still running and we continue to go. -Fewer lights lit and the room is cooling down, yay!

Libraries agree to a common set of policies and procedures. User experience is common from library to library and fine structure. We lock the directors of the systems into a hotel and don't let them out until they agree. *grin*

When we came back to what was best for the patron experience it helped make the decisions. Fines stay at whatever library where the patron pays, except for payment for lost materials.
Outsourced overdue notices.

(This seems to be focused more on the politics and procedures of Pines rather than the technical how-to at this point. A little disappointing.)

User benefits, one interface, local library identity is maintained (results are first for the library you are at),
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This session has attracted a steady filter of people since 3:40. At 3:50 only a dozen seats remain and those will be quickly taken by the participants currently grabbing an XC handout from the back of the room.

5 of, SRO and floor space is getting filled with people sitting along the walls etc.

I've heard from Jennifer Bowen about the XC catalog before (UR has been very will to share their projects with other local libraries) and look forward to finding out about any new developments, as well as the opportunity to view the project in light of PINES and Evergreen. In light of the over capacity crowd, I feel just a little guilty to be taking up space to hear about XC again.

They expected this would be a really large room size for the program and the fire marshall wouldn't let them bring in more chairs.

John Rutherford, LITA open source interest group, Chris Strauber is the incoming chair.

Pines Project -
David Singleton

Software project debuted last September. Bill Erickson (sp?) and Jason Etheridge (sp?)are two developers in the room. Ask them the technical questions. ;)

Pines is a consortium 46 of the 56 library systems 256 facilities centralized linux structure 8.9 mil bib records and items as well as a 1.7 mil active card holder shared db.

1999 as a Y2K project since 26 systems (98 facilities) had Y2K compliant problems. Decided to work together as a group

Pines as a consortia, the library card is an actual library card available to anyone in Georgia, not just Pines libraries. Same card for every facility. Return materials to any facility. Can request materials from Union Cat delivered to your library from anywhere in the state for no charge. 5 day a week delivery to headquarters of systems. New books are protected for the first 6 months. Politically smart to keep your funding sources happy.

FY 2000 6000 loans. 480000 loans between library systems in GA today.

The power went out! -the lights cpme back on, the ppt is still running and we continue to go. -Fewer lights lit and the room is cooling down, yay!

Libraries agree to a common set of policies and procedures. User experience is common from library to library and fine structure. We lock the directors of the systems into a hotel and don't let them out until they agree. *grin*

When we came back to what was best for the patron experience it helped make the decisions. Fines stay at whatever library where the patron pays, except for payment for lost materials.
Outsourced overdue notices.

(This seems to be focused more on the politics and procedures of Pines rather than the technical how-to at this point. A little disappointing.)

User benefits, one interface, local library identity is maintained (results are first for the library you are at),
<power still not totally back, but the room seems cooler>
Patrons appreciate mobility and common policies.

Library benefits cost of automation is paid for them. Sharing of collections, has resulted in a change for many systems. A half or fulltime person just for loans. Lots of training in at least 4 locations so that no one has to travel more than 2 hours for training.

Legistlators love pines and get the cost savings.

Pines is 1.6 million to operate. Patron satisfaction comments -i have a library with more than 8 mil items in it. Cataloging coordinator said that the larger systems are benefiting too.

Evergreen -signed a 5 year contact that ended in June 2005 with a vendor. Looked around for rebid or another process. Brad was fresh out of library school and said one day I want to write an ILS.

Would you buy a car with the hood welded shut? Why buy an ILS like that? Thus -open source. Do you want to be a passenger shouting directions or the driver of the bus?

They were given a year to come up with something.

Is the software driving the policies??? The policies should inform the software. FOCUS GROUPS!

What did librarians want? (if they can pretend its magic)
Ease of use for customers
Enterprise class relational database
Scalability
Flexibility
Data security
Reports designed to correspond to annual reporting requirements

They used open source building blocks like a MARC editor

2004 began development migrated Sept. 2006
Went Live with online catalog, circ, catalog and reports. Migrated all the old data. The libraries all had to come up together.

FEATURES
ability to search popular commercial websites.
Googlelike spell checking and search suggestions
book covers reviews etc.
scalability
enhanced security
Customer empowerment to manage accounts RSS feeds
Streamlined online catalog that works with screen readers like Jaws (working on further refinements to work with mobile devices)
Virtual book bags of materials lists, updated RSS feeds (user generated bags)

Suveys provide flexivility
define autorizations by login
use of buckets to allow batch changes of things
simplified merging of bibliographic records

OPAC viewin the staff client. Use of tabs like Mozilla
ability to search any record in the patron record
truly randomized holds which work in a tiered structure. keeps the ratio of loans even
Postgresql
C++ Perl
Linux
Apache mod_perl
x86-64
Messaging platform is Jabber!

Costeffective, Reliable, Flexible (staff client works on windows mac linux)

Didn't previously use acq and serials... Hope to have it up in Beta in the fall.
Just decided on a partnership with XC

Have yet to complete a children's catalog, spanish translation, online bill pay for customers (accounting is the buggaboo) Galileo statewide information database provider. Working on the ability to perform a search in evergreen and click a button to re-execute the search in Galileo. Looking to do more social networking, tagging etc.

Worked closely with the university system and would like to work with universities to move beyond the PL scope.

http://www.gapines.org

open-ils.org is where you go to download the software see the developers blogs, comment on what you see etc....

10 minute pines demo...

single search box, deceptively simple

software will let you choose regular or larger font, can set it at a default.

Shelf Browser Feature lets you look to see what is on the shelf at that branch around a particular title!!!! Nice! smattering of clapping and a whistle.

Can see the marc if you want to. ;)

Advanced search lets you get specific about gormates types, genres, etc... audience if its in the marc record

Sorting, grouping formats and editions... (In case you have a book report tomorrow and don't care pb vs. hc etc)

My account feature, Bookbags, can share or not share and its RSS feed capable. Schools, book clubs etc...

----------

Extensible Catalog isnt an open ILS but a set of tools to work with an ILS open or otherwise. XC itself is Open source.

This wll sit alongside your ILS, it is not a replacement for your ILS. Very collaborative effort with lots of partners for the next stage of the project.

C4 prototype proof of concept demo may occur at the end.

(See handout sheets!)

Reveal library content on the web so it isn't hidden in the "deep web"

Provide access to library resources into other systems so that the user doesn't have to come to the library homepage or online offerings directly.

Course management, content managment, library webpage etc...

Locally customizable enduser interface... social networking is wrapped into it, but a library could integrate the content of XC into other systems intead of using XC as the launch pad.

Trasition between using your marc data and pulling it into an online environment (Dublin Core, etc).

UR anthropologist is a co-principle investigator and will be doing end user research at the same time as the development of the software.

Cornell and another library ? has applied for funding to bild the metadata services HUB

XC schema hoping to implement an RDA schema for Dublin Core for the basis of XCs schema

Drupal will build an out of the box user interface.

Also building a catalog and administrative drupal interface.

Blackboard is the next platform.
Sakai another platform.

Writing a generalizable code to be able to be massaged for other user platforms. php and java

Metadata generated through user interfaced could be metadata enrichment or user generated data, tagging reviews out of the drupal interface.

how to pull data out and "do cool things with it"

Phase 1 and 1 year grant is just finished to develop the project plan. Project plan was just submitted as part of a Phase II grant application to the Mellon Foundation. If funded start work in Octobert to actually build the system.

Build and deploy xc structure, user focus groups, develop governanace structre so that it remains viable for the future.

Rochester NY February snowed and cold partnership meeting.

Partner categories:
Implementation Partners -building a connection to each of the major ILSs
Advisory partners -institutions willing to share expertise or individual people etc....
Component partners -share developed software for development into XC (ie Cornell)
User research partners -Especially those that use various course management systems (((Does Brockport want to offer up Angel?)

Notre Dame -Aleph connector

Advisory Board
Andrew Pace (NCSU)
Karen calhousn OCLC
Barbara Tllet LOC
John Blyberg Darien Conn. Pub Lib

originally concieved as just academic, being opened up to all libraries. It's not just for academics anymore

Cornell Metadata Services
UB-staffing to work on blackboard connector
Others? Sakaai and Plone ontent Management Sstem

Yale, Cornell, Ohio State are user research partners

XC Vision!

www.extensiblecatalog.info

DEMO of c4 prototype
Indexed data in current catalog using Lucene. This isn't a really original thing. National Library of Australia has done this and put this in.
U Virginia blacklight project etc...

This isn't rocket science, 1 developer did the whole thing. This is where things are going....

google box look to start out. 2.4 mill records pulled out of voyager system. Trial with syndetics
facets on the left
looking at live lookup for circ stats and titles with highest circ status
No user or usability testing has occured on the prototype

metalib is integrated
just for fun were searching technorati too

live links back and forth to circulation
facets
format, region, genre etc...
the metadata that shows up is appropriate for the type of resource being viewed.

AJAX technology to use searches across the different tabs

have SFX but made software to totally avoid the SFX windows which was too confusing for users.

Tabs =Catalog, Metalib, Library website, Google, Blog
Kurt Vonnegut -nothing pornographic came up on technorati

Right now using Lucene and only Voyager is interfaced.


Questions
XC and world cat local?
-UR is trying to offer libraries something different to work on their own. At some point we'd love to work with OCLC to see what services they are offering and incorporate them both in XC. Put things in the hands of libraries

Evergreen -is it available to search articles/databases?
Not currently cross searching with journal articles. Hasn't been implemented yet.

Any other libraries on the planet using evergreen?
British Columbia, Vancouver they've mada a commitment to bring on several smaller libraries and will be brining on most academic public and school libraries within 5 years
U of Windsor has also made a commitment.

Holds randomized with a geographic component to save shipping costs?
Yes, possible.

Evergreen, use open book or previous open source efforts?
Did look at KOHA and several others, successes and limitations. Didn't like the scalability of Koha at the time. Learned from other systems and took pieces from there.

What Marc editor did you use?
There is a lot of software in libraries already that is open software. MARC 21 compliant.

XC still searching for active partners?
a little hesitant , need a SirsiDynix partner,
VTLS partner.... they do the development of the connector. UR does the support and make the stuff that the partner library works with XC. Can't get too many partners so that they don't have enough staff to work with them.

Pines -
Any issues with large and small systems and disparity in budgets... Found that the fears were unjustified. Smaller libraries saw it sooner and then the larger ones came online. Having discussions with metro systems in Atlanta. Nice balance between size of collection and number of items

Evergreen commitment to development? Many different levels. go to open-ils.org and give yoru input to participate on a simpler level.

Evergreen isn't working with a school library specifically at this time.

K-12 community to be developed?
Interest in that as part of Pines or as a standalone. 1200 school systems in Georgia, a big challenge.

PINES a project of the Georgia Public LIbrary Service

Will evergreen work with third party things? Self check, etc.
Yes it does. Cip2 compliant, self check RFID computer reservation systems etc. are currently working with it

Atlanta Fulton is not a PINES member?
6mo ago they established a pines exploratory committee to evalate the software and are in the decision making process.

Workflow in Pines, own ordering cataloging processing etc?
Systems do have their own workflows. With cataloging particularity if the record doesn't exist in pines, its brought in from OCLC or created and then brought in from OCLC, everyone attaches holdings to the same record and they are batch loaded into OCLC.

Florida state U The technology behind Evergreen?
out of time -developers will be available afterwards. Bill & Jason can talk to you about the techy sorts of things. (5 minutes)
Basic structure, how it works?