impact of the evergreen library automation system on public library users

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Cloud Computing, Open Source Library Systems, Public Libraries and Users Barbara Albee Hsin-liang (Oliver) Chen SLIS, Indiana University

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Barbara Albee & Oliver Chen, Indiana University, School of Library and Information Science, IndianapolisThe purpose of this project is to examine the implementation of an open source library automation system, Evergreen, in Indiana public libraries and its impact to library users. Nine public libraries from the Evergreen Indiana consortium are invited to participate in the project. The research team recruits library users at the nine libraries with the assistance from local librarians. The users are classified into three age groups: 18-24, 25-59 and 60 or above. The research team has collected data from the first two quarters in 2010 and reports preliminary results from the two quarters. Preliminary correlation-coefficient analyses indicate participants’ use of the library system’s functions are related to age, frequency of visits to local library in the last 12-months, level of use of the previous library system and the Evergreen system. Participants; use of the Evergreen system has potential to change the way they use library services and collections.

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Page 1: Impact of the evergreen library automation system on public library users

Cloud Computing, Open Source Library Systems, Public Libraries and Users

Barbara AlbeeHsin-liang (Oliver) ChenSLIS, Indiana University

Page 2: Impact of the evergreen library automation system on public library users

Key issues:

• Community clouds• Open source library systems• Public libraries• User studies and technology

implementation

Page 3: Impact of the evergreen library automation system on public library users

Community cloud

“The cloud infrastructure is shared by several organizations and supports a specific community that has shared concerns (e.g., mission, security requirements, policy, and compliance considerations),” (Di Maio, 2009).

Page 4: Impact of the evergreen library automation system on public library users

Three cloud computing delivery models

Cloud Infrastructure as a Service (IaaS)

Cloud Platform as a Service (PaaS)

Cloud Software as a Service (SaaS)

Page 5: Impact of the evergreen library automation system on public library users

Community clouds, the delivery models, and Indiana Evergreen project

Cloud Infrastructure Library consortium

Cloud Platform Shared Web-based library catalogs and ILL

Cloud Software Evergreen open source library system

Page 6: Impact of the evergreen library automation system on public library users

Studying Indiana Evergreen library users

Purpose:To examine the implementation of an open source library automation system, Evergreen, in Indiana public libraries and its impact on library users.

Background of Evergreen:Evergreen Indiana was implemented in 2008. The purpose of the Evergreen Indiana project is to provide public library users with effective and equitable library collections via a multi-library shared integrated library system (ILS).

Page 7: Impact of the evergreen library automation system on public library users

Literature Review

1. Open source library automation systems

“it is flexible and has the ability to build a complex system at less cost,” Tennant (2007)

“the open source trend is strong and in order to survive it must compete with proprietary library systems,” Breeding (2008)

2. Collaboration and library consortia

“one of the main benefits of open source software is the commitment of the community to develop something that is interoperable and respects open standards,” Moffatto (2006)

Page 8: Impact of the evergreen library automation system on public library users

3. OPACs and library users in the Web platform era

“Delivery is equally important if not more so than discovery for the users” OCLC Report (2009)

According to the report, the top essential data elements recommended by library users are:

• List of libraries that own the item, • Ability to see what is immediately available, • More item details, • Links to online content/full text

http://www.oclc.org/reports/onlinecatalogs/default.htm

Page 9: Impact of the evergreen library automation system on public library users
Page 10: Impact of the evergreen library automation system on public library users

http://evergreen.lib.in.us/opac/en-US/skin/craftsman/xml/index.xml

Page 11: Impact of the evergreen library automation system on public library users

1. Are users at 9 Indiana public libraries using the open source library automation system since its implementation?

2. How do they use the system?

3. Do they change the way they utilize library services and resources after the implementation of an open source library automation system?

4. If so, what are their changes?

5. What are their expectations about the system since its implementation?

Evergreen Project research questions

Page 12: Impact of the evergreen library automation system on public library users

Methodology

1. Nine public libraries in Indiana

2. Quarterly meetings with librarians and library users

3. Questionnaires and focus group meetings

4. System data collection

Page 13: Impact of the evergreen library automation system on public library users

PRELIMINARY RESULTSParticipants

18-24 25-59 Over 60 Gender Female Male0

50

100

150

200

250

1st Q2nd Q3rd QTotal

Age1st Q 2nd Q 3rd Q Total

18-24 2 8 14 24

25-59 29 17 121 167

Over 60 17 20 29 66

Gender

Female 35 29 128 192

Male 13 16 36 65

Page 14: Impact of the evergreen library automation system on public library users

RQ #1: Are users at the nine Indiana public libraries using the open source library automation system since its implementation?

Usage1st Q 2nd Q

3rd Q Total

Very frequently 20 15 31 66

Frequently 14 10 47 71

Occasionally 6 7 39 52

Rarely 3 3 12 18

Very rarely 0 4 11 15

Never 5 6 24 35

N= 48 45 164 257Ver

y fre

quen

tly

Frequ

ently

Occas

iona

ly

Rarel

y

Very r

arel

y

Never

0

5

10

15

20

25

30

35

40

45

50

1st Q2nd Q3rd Q

Page 15: Impact of the evergreen library automation system on public library users

RQ#2: How do they use the system? The research team uses the usage of inter library loan as an indicator which is a favored feature by most surveyed library users.

Awareness of ILL

1st Q 2nd Q

3rd Q Total

No 15 17 67 99

Yes 33 28 97 158

Total 48 45 164 257Use of ILL

1-5 items 21 19 51 91

6~10 4 1 12 17

11~15 1 2 5 8

16~20 0 0 3 3

Over 20 5 4 2 11

N= 31 26 73 130No Yes Total Use of

ILL1-5

items6~10 11~15 16~20 Over

20

0

20

40

60

80

100

120

140

160

180

1st Q2nd Q3rd Q

Page 16: Impact of the evergreen library automation system on public library users

RQ #3:Do they change the way they utilize library services and resources after the implementation of an open source library automation system?

1st Q2nd Q 3rd Q Total

Yes 32 23 63 118

No 16 22 101 139

N= 48 45 164 257

1st Q 2nd Q 3rd Q0

20

40

60

80

100

120

140

160

180

No Yes

Page 17: Impact of the evergreen library automation system on public library users

RQ #4: Will they increase the use of the system?

Very f

requ

ently

Frequ

ently

Occas

iona

ly

Rarel

y

Very r

arel

y

Never

0

10

20

30

40

50

60

1st Q2nd Q3rd Q

Increase of usage

1st Q 2nd Q3rd Q Total

Very frequently 20 8 38 66

Frequently 15 14 55 84Occasionally 10 9 35 54

Rarely 1 4 8 13

Very rarely 0 6 14 20

Never 2 4 14 20

N= 48 45 164 257

Page 18: Impact of the evergreen library automation system on public library users

Preliminary correlation-coefficient significance:

1. Participants’ use of Evergreen system’s functions are related to • Age• Frequency of visits to local library in last 12-months • Level of use of the previous library system and the

Evergreen system.

2. Participants’ experience with previous library systems affects their usage of Evergreen system and related services.

3. Participants’ use of the Evergreen system has potential to change the way they use library services and collections.

Page 19: Impact of the evergreen library automation system on public library users

Before After

Less sharingLess

standardizationSome libraries not

automatedNo web presence

Sharing collections - intra-library loan

Union CatalogAdherence to

standards

Libraries before and after Evergreen

Page 20: Impact of the evergreen library automation system on public library users

Advantages Disadvantages

SharingMore collections to

selectAutomationCheck resources

from home

Libraries have to agree on policies and procedures

Sharing, libraries that own the item takes precedence for borrowing privileges

Migrations from fuller developed systems

Advantages and disadvantages of Evergreen

Page 21: Impact of the evergreen library automation system on public library users

User studies and technology implementation

• User studies are essential to the success of technology implementation (e.g., Indiana cut IBM loose, saying the company failed to deliver on a multi-year welfare modernization effort.)

• User studies as a research area at SLIS-Indy

• Potential for collaboration

Page 22: Impact of the evergreen library automation system on public library users

Thank you!

Acknowledgements

This project is supported by

OCLC/ALISE LIS Research Grant and

IMLS LSTA Grant (through the Indiana State Library)

Page 23: Impact of the evergreen library automation system on public library users

Discussion

Barbara Albee [email protected] (Oliver) Chen [email protected]