Education, ByWater Solutions Koha Documentation Manager Author, The Accidental Systems Librarian 2d & Practical Open Source Software for Libraries tasl.web2learning.net & opensource.web2learning.net [email protected] Friday, March 1, 13
don’t want to share my data!” • “How can it be any good if it’s free?” • “We don’t have the staff to handle open source.” Common Open Source FUD (Fear, Uncertainty & Doubt) Comic: Author: Unknown | Year: Unknown | Source: Unknown Friday, March 1, 13
users have the ability to run, distribute, study and modify for any purpose. Open source is a collaboraEve soCware-‐development method that harnesses the power of peer review and transparency of process to develop code that is freely accessible.1 Open source draws on an ecosystem of thousands of developers and customers all over the world to drive innovaEon.2 1,2 h<p://connect.educause.edu/display/47941 Friday, March 1, 13
Open Source SoCware (F/OSS) in conjuncEon. •The Free SoCware DefiniEon (hQp://www.gnu.org/philosophy/ free-‐sw.html) is similar to, but not idenEcal to the Open Source DefiniEon (hQp://www.opensource.org/docs/definiEon.php) •Free does not mean free of cost -‐ it means Free as in Freedom Friday, March 1, 13
of these freedoms to have free soCware • Freedom of use • Freedom to copy • Freedom to modify • Freedom to contribute hQp://www.web2learning.net/archives/4263 Friday, March 1, 13
have an apple and we exchange apples, then you and I will sEll each have one apple. But if you have an idea and I have an idea and we exchange these ideas, then each of us will have two ideas." AQributed to Bernard Shaw http://ftacademy.org/materials/fsm/1#1 Friday, March 1, 13
walls • Source code is usually not provided -‐ kept locked up • Corporate hierarchy The Bazaar (open source so4ware) •Code developed over the Internet with several others in public view •Source code open to all users •“Given enough eyeballs, all bugs are shallow” h<p://www.catb.org/~esr/wriIngs /cathedral-‐bazaar/cathedral-‐bazaar/ The Cathedral & The Bazaar Friday, March 1, 13
•Most open source projects have a release manager or a manager of some sort who reviews the code and approves it before adding it to the final release What is the role of the community? •The community looks out for the best interests of the soSware. They work as the governing body behind all decisions related to the soSware. The community decides what features to develop next and who the managers are. Friday, March 1, 13
soCware •Community is crucial to the growth of open source •Without shared knowledge and collaboraEon the project will not grow •“CriEquing the community is a right reserved for those who have proved themselves by making valuable contribuEons”1 •People who use open source can collaborate and contribute in many ways with the community 1. Tapscott, Don, and Anthony D. Williams. “Embracing open source culture and strategy.” In Wikinomics: How mass collaboration changes everything, 82-83. Expanded Edition. New York, NY: Penguin USA, 2008. www.wikinomics.com/book/. •Write code •Write documentaEon •Debug •Educate others Friday, March 1, 13
soCware. The development of the Linux operaEng system proved that a community of like-‐minded peers was capable of creaEng a beQer product than a corporate behemoth like MicrosoC. Open source revealed a fundamental truth about humans that had gone largely unnoEced unEl the connecEvely of the Internet brought it into high relief: labor can oCen be organized more efficiently in the context of a community than it can in the context of the corporaEon. The best person to do a job is the one who most wants to do that job; and the best people to evaluate their performance are their friends and peers who, by the way, will enthusiasEcally pitch in to improve the final product, simply for the sheer pleasure of helping one another and creaEng something beauEful from which they all will benefit.” Howe, J. (2008). Crowdsourcing: Why the power of the crowd is driving the future of business. New York: Crown Business. p.8 Open Source Crowdsourcing Friday, March 1, 13
what you do then how will you ever get people to be loyal and want to be a part of what you do? The goal is not just to sell to people what you have, it's to sell people on what you believe -‐ the goal is not to hire people who want a job it's to hire people who believe what you believe. If you hire people just because they can do a job they will work for your money -‐ if you hire people who believe what you believe they work for you with blood and sweat and tears. Simon Sinek: How great leaders inspire acEon hQp://www.ted.com/talks/simon_sinek_ how_great_leaders_inspire_acEon.html Friday, March 1, 13
our reference desk PCs died today. I threw in a new one, but I didn't feel like spending the day siing through Windows updates, so I loaded Ubuntu 11.04 on it instead. The install, as I'm sure you know, only took about 15 minutes. Now, before I add my next point, keep in mind that I manage a staff whose average age is about 63. No joke. Most of them have been working at my facility longer than I've been alive. SEll, once I had Ubuntu up and running, they were literally fighEng over who got to use the new operaEng system. They loved it that much. Now I agree, Linux kicks buQ. I use it about 80% of the Eme. Typing to you on Mint right now! However, I never expected novice users to take to it so quickly. Please, next Eme you do an open source webinar, impress on your aQendees that libraries aren't sacrificing a thing by switching over to open source soCware. If anything, open source operaEng systems and applicaEons can be far more user friendly for the novice user than Windows will ever be...” -‐-‐ Mark at the The Rahway Public Library Friday, March 1, 13
both the private and public sector found: • 50% are fully commiQed to open source in their business • 28% say they are experimenEng with open source and keeping an open mind to using it • 38% expecEng to migrate mission-‐criEcal soCware to open source in next 12 months • The cost was no longer viewed as the key benefit, instead: • 76% cited quality as a key benefit of open source • 70% cited improved reliability • 69% said beQer security/bug fixing h<p://newsroom.accenture.com/ arIcle_display.cfm?arIcle_id=5045 Open Source in Business Friday, March 1, 13
open source soCware products and processes but also its philosophy, which is to spur quality and fast growth rather than just profits based on proprietary ownership of intellectual property.” • “Giving up so much control is unconvenEonal to say the least, but the rewards for doing so have been handsome. IBM spends about $100 million per year on Linux development. If the Linux community puts in $1 billion of effort, and even half of that is useful to IBM customers, the company gets $500 million of soCware development for an investment of $100 million.” Tapsco<, Don, and Anthony D. Williams. “Joining Linux.” In Wikinomics: How mass collaboraIon changes everything, 79-‐82. Expanded EdiIon. New York, NY: Penguin USA, 2008. h<p://www.wikinomics.com/book/. Friday, March 1, 13
be freely accessible to everyone • Give away stuff • Benefit from the generosity of others • Are about communiIes • Make the world a be<er place -‐-‐ Horton, G. h<p://Inyurl.com/3jvumn Open Source & Libraries Friday, March 1, 13
"are almost ethically required to use and develop open source soCware." Crawford, R. S. h<p://www.lugod.org/ presentaIons/oss4lib.pdf hQp://www.flickr.com/photos/cavort/ 151687944/ Open Source & Libraries Friday, March 1, 13
how to program? • Do I have to skimp on features? • Isn’t Open Source risky? • Can I do it myself? Common quesEons libraries have: Open Source & Libraries Friday, March 1, 13
Do I have to know how to program? •If you want to contribute to the code -‐ Yes •If not you can use: •Support Providers •Local Students •Freelance Developers Support for Open Source Friday, March 1, 13
early and release oCen” • Users vote with their dollars and Eme • Freedom to develop on your own • Developers love their products hQp://www.flickr.com/photos/programwitch/ 2505184887/ Do I have to skimp on features? Friday, March 1, 13
(U.S. General Services AdministraEon), said in a speech ... that the GSA heavily relies on open source to drive down costs, increase flexibility of IT dollars, and reduce risk. ‘You get much more transparency and interoperability, and that reduces your risk,’ she said. • h<p://news.cnet.com/ 8301-‐13505_3-‐9921115-‐16.html Isn’t Open Source Risky? • US Department of Defense memo encourages the use of open source with many reasons “including cost advantages, reduced risk of vendor lock-‐in, beQer security, and increased flexibility. It says that the posiEve aspects of open source soCware should be given consideraEon during procurement research. • h<p://arstechnica.com/open-‐source/news/ 2009/10/dod-‐military-‐needs-‐to-‐think-‐harder-‐ about-‐using-‐open-‐source.ars Friday, March 1, 13
nine months out of the year), exploit code for known, unpatched criEcal flaws in pre-‐IE7 versions of the browser was publicly available on the Internet. Likewise, there were at least 98 days last year in which no soCware fixes from MicrosoC were available to fix IE flaws that criminals were acEvely using to steal personal and financial data from users. In a total of ten cases last year, instrucEons detailing how to leverage "criEcal" vulnerabiliEes in IE were published online before MicrosoC had a patch to fix them. In contrast, Internet Explorer's closest compeEtor in terms of market share -‐-‐ Mozilla's Firefox browser -‐-‐ experienced a single period lasEng just nine days last year in which exploit code for a serious security hole was posted online before Mozilla shipped a patch to remedy the problem. h<p://blog.washingtonpost.com/securityfix/2007/01/ internet_explorer_unsafe_for_2.html Isn’t Open Source Risky? Friday, March 1, 13
flaws and problems which the original development team never anEcipated. Lack of inspecEon of the code by other programmers can mean that inappropriate design constraints and other errors might not be discovered unEl the code is already in use.” Pavlicek, Russell. Embracing insanity : open source soSware development. Indianapolis IN: SAMS, 2000. p. 33. Friday, March 1, 13
Open Source Integrity Report, which was released on Thursday, Coverity actually found that open source code has fewer defects per thousand lines of code than proprietary soCware code does.” Noyes, Katherine. “Actually, Open Source Code Is Be<er: Report.” PCWorld Business Center, February 23, 2012. h<p://www.pcworld.com/businesscenter/arIcle/250543/ actually_open_source_code_is_be<er_report.html. Friday, March 1, 13
the same way you do proprietary systems. Several Levels of Risk to consider: • SoSware security issues • Open source is just as secure if not more secure than proprietary systems because of its transparency • Evaluate open source soSware no differently than you do other soSware! • Company mergers and acquisiIons • Because you own the code to your system you are not Ied to one support source and will never be leS without support Software is Risky! Friday, March 1, 13
977 librarians and library workers answered as follows hQp://opensource.web2learning.net/archives/category/survey-‐ results Open Source & Libraries Friday, March 1, 13
librarians and library workers answered as follows hQp://opensource.web2learning.net/archives/category/survey-‐ results Open Source & Libraries Friday, March 1, 13
charge • Ubuntu contains all the applications you'll ever need: • word processing • email applications • web server software • programming tools • games • Designed with security in mind • Great for patron stations!! Jessamyn installs Ubuntu in her library: http://vimeo.com/4169783 Lock down Ubuntu for Patron Stations: http://ashkev.weblogs.us/ archives/478 Download Ubuntu: http://ubuntu.com Friday, March 1, 13
• Run as many virtual machines as you’d like • Runs operating system concurrently without using up too many resources • Great way to demo software without making the switch right away http://www.virtualbox.org Friday, March 1, 13
that IE • Phishing protection • Built in pop up blocker • Spyware protection • Private Browsing • Frequent updates • Built in spell checking • Built in RSS recognition Download: http://www.mozilla.com/en-US/firefox/ Security Facts: http://en-us.www.mozilla.com/en-US/firefox/security/ Browser Stats: http://www.w3schools.com/browsers/browsers_stats.asp Friday, March 1, 13
option •Available for many operating systems •More security than IE: •Malware protection •Spyware protection •Anti-Phishing •Private browsing •Extend functionality with plugins http://chrome.google.com https://chrome.google.com/extensions/ Security: http://www.computerworld.com/s/article/9143518/ Chrome_sets_browser_security_standard_says_expert Friday, March 1, 13
Saved Searches • High security • Phishing protection • Junk mail folder • Remote image blocking • Easy integration with Google Apps and popular web mail services http://www.mozilla.com/en-US/thunderbird/ Friday, March 1, 13
product) type calendar to Thunderbird •http://www.mozilla.org/projects/ calendar/lightning/ •Provider for Google Calendar •Connects Lightning with Google Calendar •https://addons.mozilla.org/en-US/ thunderbird/addon/4631 Tutorial: http://www.makeuseof.com/tag/how-to-integrate-google- calendar-into-thunderbird/ Friday, March 1, 13
Similar menus to other office suites • Save files in a variety of formats for interoperability with other office suites • Mature/established applications • Includes full office suite: • word processor • spreadsheet • presentation manager • drawing program • database application www.libreoffice.org Friday, March 1, 13
page layout • Comes with a combination of "press-ready" output and new approaches to page layout • Supports professional publishing features, such as CMYK color, separations, ICC color management and versatile PDF creation • Non-Latin script handling in PDFs • Several translations http://www.scribus.net Friday, March 1, 13
photo retouching and image creation • Includes a customizable interface and plugins for extended functionality • Supports most photo formats • Available in several languages http://gimp.org http://www.gimpshop.com Friday, March 1, 13
•Multi-Language support •Records audio from system speakers •Features include the ability to: •Add System Time Stamp To Video •Add Caption To Video •Add Watermark To Video http://camstudio.org Friday, March 1, 13
HTML Editor • User-Management • Free with no limits on number of surveys or responses • Multi-Lingual Surveys in more than 50 languages • Integration of pictures and movies into a survey • Creation of a printable survey version • Anonymous and Not-Anonymous survey • Open and closed group of participant surveys • Optional public registration for surveys http://limesurvey.org Friday, March 1, 13
user permissions •Plugins for events calendar, widgets, photo galleries and more •Thousands of pre-made themes •Includes content management functionality •Built-in search engine •Support multiple authors and blogs •Can run an entire library website or intranet http://wordpress.org Friday, March 1, 13
• Expandable with Modules • The Drupal community has contributed many modules which provide functionality that extend Drupal core • Extensive online/print help • Both the content and the presentation can be individualized based on user-defined preferences. • Role based permission system http://drupal.org http://listserv.uic.edu/archives/drupal4lib.html Friday, March 1, 13
•Built-in chat rooms and message boards •Suitable for 100% online classes as well as supplementing face-to-face learning •Multiple languages, themes, plugins and activity modules •Includes modules for assignment and quizzes http://moodle.org Friday, March 1, 13
•Provides access to library resources from the browser •Uses an open source framework from which editions for specific libraries can be built •Currently, 850+ academic and public libraries have created public LibX editions •Integrates into popular websites (Google Scholar, Amazon, Barnes & Noble) http://libx.org Friday, March 1, 13
alpha) • Helps you collect, manage, and cite research resources • Playlist-like organization • Allows for note-taking • Includes saved searches and tags • Integration with MS Office & Open Office • Data stored in your web browser • Can store of files and bibliography online as well • Allows for shared collections http://zotero.org http://www.zotero.org/translators http://www.zotero.org/support/standalone http://research.library.gsu.edu/zotero Friday, March 1, 13
service desks to track statistics on the number of questions asked •Provides tools to build a simple knowledge base •Web-based •Runs on Linux or Windows Server http://code.google.com/p/libstats/ Friday, March 1, 13
of objects from the repository with separate metadata standards • Allows for searching of bib records alongside digital library items • Friendly interface • RSS Feeds for search results • Facetted Searching • Cover images • Speedy/Friendly search engine http://projectblacklight.org http://blacklight.betech.virginia.edu Friday, March 1, 13
searching and browsing features •Leverages WordPress to offer rich content management features for all a library’s content •Free and open source •Represents library catalogs in an easily searchable, highly remixable web-based format http://about.scriblio.net Friday, March 1, 13
Catalog) is a module for the Drupal CMS that provides integration of your library catalog within Drupal while allowing users to tag, rate, and review your holdings. •Faceted browsing •Ability to remove search limiters •Saved searches •Integrated renewals, holds placement, and fine payment •Ability to customize the user experience via the administrative control panel •100% customizable interface via the Drupal template system http://thesocialopac.net Friday, March 1, 13
• Cataloging • Circulation • Patron Management • Acquisitions • Serials •Reporting • Software available for free & Data is yours! http://open-ils.org Desktop-Based Integrated Library System Friday, March 1, 13
proprietary ILS • Cataloging • Circulation • Patron Management • Acquisitions • Serials •Reporting • Software available for free & Data is yours! • Support available at reasonable prices http://koha-community.org Browser-Based Integrated Library System Friday, March 1, 13
•Try PortableApps: •Install on your USB drive and use many of these open source applicaEons without installing to the hard drive hQp://portableapps.com Friday, March 1, 13
BitNami: •Free, easy to setup wikis, blogs, forums and many other web applicaEons that you can run locally or in the cloud. BitNami makes deploying server soCware a simple and enjoyable process. h<p://bitnami.org/ Friday, March 1, 13
hQp://infomoEons.com/musings/ossnlibraries/ • Open Source SoCware and Libraries Bibliography zotero.org/groups/ freelibre_and_open_source_soCware_and_libraries_bibliography •PracEcal Open Source SoCware for Libraries hQp://opensource.web2learning.net/blog • Open Network Libraries hQp://onl.org.nz • FOSS4Lib hQp://foss4lib.org Friday, March 1, 13
Ended from Ars Technica hQp://arstechnica.com/open-‐source • The H Open Source hQp://www.h-‐online.com/open/ • ZDNet Open Source hQp://blogs.zdnet.com/open-‐source • New York Times -‐ Open hQp://open.nyEmes.com • OpenSource.com hQp://opensource.com • Open Source at DatamaEon itmanagement.earthweb.com/osrc/ Friday, March 1, 13
EducaEon, Business, and Community hQp://connect.educause.edu/display/47941 • The concepts of Free SoCware & Open Standards: IntroducEon to Free SoCware hQp://Cacademy.org/materials/fsm/1#1 • We Love Open Source SoCware. No, You Can’t Have Our Code hQp://journal.code4lib.org/arEcles/527 • Open Source SoCware Tools And Directories: Where To Find Them, How To Evaluate Them hQp://www.masternewmedia.org/open-‐source-‐soCware-‐tools-‐and-‐directories-‐where-‐to-‐find-‐them-‐ how-‐to-‐evaluate-‐them/ • Open Source Security Bibliography hQp://www.zotero.org/nengard/items/collecEon/QKWPIXK9 • Nicole’s Zotero Library hQp://www.zotero.org/nengard/items/collecEon/1796131 Friday, March 1, 13
by Nicole C. Engard • The Cathedral and the Bazaar: Musings on Linux and Open Source by an Accidental Revolu?onary by Eric S. Raymond • Embracing Insanity: Open Source SoAware Development by Russell Pavlicek • The success of open source by Steve Weber • The open source alterna?ve: Understanding risks and leveraging opportuni?es by Heather J. Meeker • Open Sources 2.0: The Con?nuing Evolu?on by Chris DiBona, Mark Stone, and Danese Cooper Friday, March 1, 13