Introduction
Open Access (OA) movement is attracting more and more attention of people who have something to do with information technologies in general, and automation in libraries in particular. Activities of research community, which focus on OA solutions, are taking place more often and often, what can be proved by Mullen’s (2010) report. The most active countries in Asia in this movement according to Rafiq and Kanwal (2009) are India, China, Taiwan, South Korea, Malaysia, Singapore, and Thailand, followed by Bangladesh, Pakistan, Sri Lanka, Nepal; In Latin America: Mexico, Brazil, and Argentina, followed by Colombia, Venezuela, and Peru; in Africa: South Africa, Kenya, Namibia, and Nigeria, followed by Ethiopia, Ghana, and Zambia.
My interest is even stronger because, perhaps, such OA Integrated Library Systems (ILS) as KOHA or Evegreen can be applicable and adoptable in developing countries of Central Asia or post Soviet Union area from where I am. Perhaps, they are ideal solutions of practical problem of library automations in countries where human and time resources are enough and funding is lack.
This reaction paper aims to reflect the current state of open access technologies, the tendency of its development, the best practices of others countries, the problems that are staying on the way to apply the OA ILS, and finally the suggestions will be proposed which can contribute to the process of accelerating of OA ILS use.
The paper endeavoured to stress on KOHA and post Soviet Union area.
Literature review and some reflections
The articles were retrieved from databases such as ProQuest, EBSCOHOST, Emerald, Web of Science; Google scholar was not missed as well. Research papers, opinions of authoritative people, reports published within 2010 and 2011 years were preferred.
Chudnov (2010) has yet predicted a year ago that “the maturing of the library software marketplace for “open source” vendors” will take place in 2010. The benefits from Open Source Software (OSS) use are obvious and they were repeated enormous times from paper to paper. Somebody like Bill Schickling can argue that OSS demands almost as much expenditures as proprietary one, but number of OSS users is increasing and, in many cases, not because of free availability but because of high quality. The quality can be easily explained by participation of OA users in process of developing and improving OSS applications all over the world. Hundreds of forums, communities are established in order to support and maintenance OSS users, where you can get a response within five minutes. Furthermore, even if library cannot do without external support, in case if library is not satisfied with user support service of a particular company, it can easily go for another. By other words, absence of dependence on a particular proprietary ILS is one more great advantage of OA solutions.
Breeding (2008) deploys comparison of expenditures in implementing of OSS and proprietary LMS. Fialkoff (2010) has interviewed Bill Schickling, Polaris’ vendor, who believes that a set of task to implement OA ILS is still the same as at proprietary one, and he is against consolidation with OA niche; he believes that both types of products can successfully coexist in the library automation market. But Dimant (2010) claims that despite the similarity of tasks such as initial launch and adoption, retrospective conversion, staff training and annual support, OA ILS is still much more economical.
Poulter (2010), whose target audience is non-technical people, once again provides us with general information about what OSS concept is, as well as Fagan and Keach (2010), where they give list of advantages, which can be summarised by Dimant (2010). Payne (2010) gives a wide overview of OSS products which are used by libraries, proving one more time that libraries can find a lot of obvious benefits to fulfil their needs and that OA movement in general is increasing trend. Furthermore, the author stressed that KOHA is a good choice as a software for automation solution due to its friendly interface, ease to learn, flexibility and adoptability to a special environment, with minimum technical and system requirements.
Rafiq and Kanwal (2009) share with their experience of Koha implementation in Provincial Assembly Libraries of Pakistan under Pakistan Legislative Strengthen Project of United States Agency for International Development. By this Koha is one more time proved as a solution that is ideal option for automation to be chosen. Example given in this paper is the project of adoption OA software which was launched at the government the whole republic scale, meaning that support is necessary. It is also mentioned there that Chinese government sees a good economical opportunity in OA movement and provides strong support.
It perhaps would be difficult to execute such kind of project based only on librarians’ initiatives. Like me, if I am a fresh graduate library employee, I am full of energy to put some innovations and bring ideas, but I am too small to make it comes true. After reading the beginning of this article I have realized the scale of such kind of projects. They established the Open Source Resource Centre (OSRC), a project of Pakistan Software Export Board, Ministry of Information Technology in 2003 to promote OA and help people with OA solutions.
But at the same time, I didn’t feel that all those established organizations have achieved any success in adoption of OSS in Pakistan. It seemed like a lot of people were involved, a lot of words were said, even maybe a lot of money were allocate, but there is no any report article about results like Bessels has. Bessels, librarian from the Complementary and Alternative Medicine Library and Information Service, Royal London Homoeopathic Hospital, London, he has published two papers, in 2008 and 2010, which showed the progress and results of success implementing and using of KOHA. He praises KOHA as a system which is easy in use, complete in functionality and flexible in adoption in a particular environment. In 2008 he wrote that “he was confident that they had chosen a truly future-proof LMS” and in 2010 he said that “Koha has delivered what they had expected from it and more. Where Koha hadn’t not met their needs, they just had it modified. They were not only happy with the system they had, but also confident that Koha would continue to meet their needs, however they might change over the years.”
Returning back to the Pakistan case, which reminded the possibility of problems of bureaucracy and corruption, which are the ones of the main obstacles in implementing any projects in post-Soviet Union countries. It is often happened that money don’t simply reach the destination where direct implementers and executers are sitting, but they are merely stolen on the way by numbers of chiefs of project.
Otunla and Akanmu-Adeyemo (2010) described the case of success experience in implementing library automation project using KOHA in academic library in Nigeria. Library suggested to the University to use universal ID card with barcode on it, which can be acceptable everywhere in the campus, thereby they have positively influenced the entire atmosphere in the university. The library became more visible in the community. Furthermore, “the automation at Bowen University Library has also influenced other academic and research libraries in Nigeria to go into automation project. Some of this libraries visited Bowen University Library to ensure that it is actually working before they embark on the automation project. Among the libraries are Osun state University Library, Osogbo; Salem University Library, Lokoja; Joseph Ayo Babalola University Library, Ikeji Arakeji; Federal Polytechnic Library, Ado Ekiti; Osun state Polytechnic Library, Ire; National Mathematical Centre, Abuja; Cocoa Research Institute, Ibadan; and recently Baptist Theological Seminary Ogbomoso”, (Otunla and Akanmu-Adeyemo, 2010).
Chang, Tsai, and Hopkinson (2010) say that Koha is widely used in Asian region, and there is a well based community established in Taiwan with 58 members, which means the continuous growth of OA movement. Keast (2011) has conducted a survey of Koha in Australian special libraries, where he found that “the main reasons given for conversion to Koha were practical economic grounds, coupled with dissatisfaction with conventional library systems. Libraries found the conversion to Koha reasonably trouble-free. Satisfaction ratings on most aspects of Koha performance were “above average” to “good”. Library expectations of value for money and overall cost savings appear to have been realised.
Another reason why I like OA idea in general that it is about collaboration but not competition. The example of migration to KOHA of French colleagues can be a wonderful inspiration for other libraries to start the automation project. This very good effort, which is described by Espiau-Bechetoille, Bernon, Bruley, and Mousin (2011) was undertaken by three French universities to achieve the migration from proprietary system to KOHA implementation, where they have collaborated to work with only one external support company. Of course, collaboration caused the minimization of costs. Firstly, this paper one more time proves the fact that KOHA possess features which can fulfil library needs. Before to choose KOHA, the analysis of four OA ILS was undertaken. Secondly, the fact, that it was migration from proprietary ILS to OSS, does one more time prove the growth of OA movement. Another cases of migration from proprietary to OSS are described by Dykhuis (2009) in Michigan Library Consortium & the Grand Rapids Public Library and by Walls (2010) in New York by the University Health Sciences Library.
In reality, where two modes of library automation products are trying to exist, we started to talk about SaaS, which means Software as a service. KOHA as well as other OSS ILS right teh example of SaaS. The software itself is free, but the service which is suggested along with software is supposed to be paid. Maybe, SaaS, being a relatively new trend, is a new way to gain for IT businessmen. The other option of my future vision is a not a big office where me and other programmer are offering service of planning, installation an setting up of OSS ILS for any types of libraries, from special till academic and public.
OSS is ideal for cases where libraries have staff which could become an internal expert, have time and don’t have money. Exactly this case is with developing countries of post-Soviet Union area. Cases where libraries don’t have staff, don’t have time, but have money to hire external support companies are not rare in developed European countries.
Also there are many benefits could be found for developing countries in a global perspective such as international visibility. In fact, going for OA ILS causes inevitable participation in worldwide communities’ discussions. Forums and wikis are alive channel for interaction between library professionals. Sharing with their practical problems and their solutions which is based on positive free of wildlings to make money is a totally different concept and can be called even new IT philosophy.
As a summary, why it would be good for these countries from many diverse sides, see the list below:
- Economically good solutions;
- Opportunity for developing new business based on SaaS;
- Country itself will become more visible on the International arena.
Why does this issue exist?
It is very doubtful to define the issue of lack of use OA ILS in developing countries of post-Soviet Union area as obvious issue. Perhaps, it is not even raised because some people are still not aware of existence such software, which is specialized in a particular niche area like librarianship. Also we can say that it is a problem because it is not so easy to solve. It is more issue which is just trying to make its first steps.
But anyway the common problems, which are discussed in many articles and repeated from paper to paper, will be mentioned below.
Misunderstanding of the whole concept
In some cases the OSS software or OA by other word, are not understood properly. Some people think that to go for OSS it is one of condition to be able to develop by yourself. The alternative where you have only two choices like either to go for proprietary and pay for external support, or to go for OSS and tying to fix it by yourself, is not true and not the ultimate. Even after hiring outsource supporters it still more economically effective.
Lack of IT literate staff
Entering to a digital age we still have librarians with traditional education. The new time requires librarians not just computer literate but librarians with the new way of thinking, extraordinary, full of energy and initiative. The perception about librarians are still as an middle aged ladies with spectacles, which is asking to be silent only and whose responsibility is to put books on the shelves. For sure, the presence of internal expert is necessary in project of library automation.
Lack of finance
The problem of finance as a one of the major obstacle in adoption of OSS in Pakistan as Rafiq (2010) mentioned. For sure, this problem is common in majority of developing countries. And because of lack of funding these countries came up to OSS. There is no need to automate library processes if librarians don’t even have high performance personal computers. Hence, it is necessary to identify “need list” instead of “wish list” first.
After this point I have start to think whether it is appropriate to launch such projects in some post-Soviet Union countries or not. Perhaps firstly we need to equip our libraries technically. Enough number of computers, unlimited broad band Internet connection, WiFi access spots. It seems like without information infrastructure it is not sensible to try to do KOHA.
Cultural obstacle
Another problem staying on the way of adoption of OSS in libraries which is mentioned by Rafiq (2008) and which can be given by post-Soviet Union area is working culture. People are ready to work as least as they are paid and no longer and no more. OA movement, the nature of this path is based on volunteer initiatives. So people are not ready to make extra efforts which they are probably will not be paid for.
Not enough level of support
The market is not rich with companies which are ready to provide support for OSS, if there is at least one.
The reasons that will be mentioned below are subjective and based on guesses and experience of author.
Not sufficient technical infrastructure
There are some libraries which are still working on old computers with slow processors, especially small ones. But this problem closely relates to the problem of identifying “needs list” first.
Not awareness of OSS
Yes. I still believe that there are some libraries which are even not aware of existence of Open Access solutions for libraries. It is not proved yet. This question is still open for me, I have sent some questions to some libraries but I didn’t receive the reply. If it is true, we need to ask first why libraries especially in small cities don’t know about this option.
People are not ready yet
This issue derived from the previous one. If people don’t use to use all the computerized facilities, if they are still afraid of to press occasionally the wrong key on the keyboard, how can they be ready for all those sophisticated from the first glance applications.
Language dependence of people just don't speak English
I believe that there is no point to try to invent something new in developing countries. All we need is just to follow the best practices of well developed countries. And one of the key to knowledge is English language. Being under the great impact of USSR, "cold war" an so on, there are still a lot of consequences of it, like lack of English speaking people and hence language dependence. These countries seem to go their own research path, which is isolated from well developed countries.
I remember the case, when I was working in the Computer Centre in the Medical University. One person, prof. or just teacher brought to us a book for scanning. She was going to give this book to internal translator to translate it. They wanted to scan it for using electronic translator first. Isn't it ridiculous? Isn’t it easier and cheaper and finally more effectively to learn English language! And it was just one book! Researchers suppose to read tens and hundreds of them! So, my suggestion to post Soviet Union countries is to do emphasis on learning English language. Some libraries of my city already have done some efforts in it. We have English clubs, where volunteers from USA, UK and Australia are working as a club moderators. They meet with any person who is wishful to take part in the club’s activities. Being a native English speakers, it is a very good opportunity to learn English language through the games and interesting discussions.
Also I believe that this can be applicable not only for library field, but medicine, IT & CS, engineering and many more.
Ideal state
Ideal situation is when all libraries are equipped nicely with technical infrastructure, and routine processes are automated. When the system is sustainable and free of collisions.
What situation is considered to be an ideal in conditions of developing countries with problems which are mentioned above?
Libraries are government budget depending organizations, they are non-profit places. So, the money is always an obstacle. Libraries with a strong government funding support have more chances for developing in terms of techniques and technologies.
In ideal situation staff is educated form the multisided
· Educated staff
· IT
· English language
English speaking environment is the good atmosphere for those who are trying to get some experience from other developed countries.
Address the issue to whom
In this part of the paper, I would like to address this issue to the following re-presenters.
- To all librarians;
Librarians should be aware of the complexity of the issue. They should play role in every area they ever can to contribute the development of the information society in general. As closer people will be to the information technologies as less fear they will feel in adoption of the next new one. There are a lot of cases when initiatives come from the bottom lines.
- To government executers
To show the alternative way to solve the problem of library automation. OSS supposes to be cheaper. Perhaps if there is a success delivery of information about this issue to the government, the support from them can be obtained.
- To potential IT businessmen
By this we can show indirectly a new business opportunity. Perhaps there are small groups of fresh graduate people will be found who are able to master OSS, able to settle it and modified.
- To education sector
The language of international scholarly communication is a cruel clue. Current students should and other professional should do emphasis on English language.
In general, a lot of success stories which are presented in the literature review are a good example of inspiration and encouragement. Perhaps, researchers don’t prefer to describe unsuccessful stories, but they are not found.
What can librarians do?
There cannot be simple ways to solve the problems that hinder the development of OSS use. The background of this issue is very complex and wide. Hence, the acts which can be undertaken by librarians are very various. Librarians should play a role od information society developer in ever area they can.
As they say if you want to change the world start from yourself. Me, after coming back to my country would like to promote learning and education firstly. Continuous learning and reading of current research papers are the key for success in achievement at any practical issues.
After finishing this course, I would like to try to master the KOHA OSS and apply some modules at the small library even on volunteer base.
The last sentences of the Dimant’s (2010) article expressed all my thoughts about this issue. He said that nowadays “the question changes from ‘‘why go open source?’’ to ‘‘why on earth not go open source?’’
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