An Integrated Library System (ILS) helps to streamline input and retrieval of information through component functions which may include: acquisitions, cataloguing, serials, and the catalogue itself. They can range from simple inventory programs to more complex systems with multiple interconnected components. Even systems where materials never circulate may want a circulation component to track internal use or other requests. Some possible ILS functions are listed below:
- Administrative (Back End) Operations
- Acquisitions
- Includes or provides links to all records pertaining to each item
- May be Machine Readable Cataloging (MARC) or Encoded Archival Description (EAD) records
- Cataloguing
- Ordering
- Receipt
- Forwarding of materials purchased
- Help keep track of costs, workflow, and items that are late or lost
- Serials
- Received at a regular cadance (e.g. daily, weekly, monthly, yearly, etc.)
- Usually numbered in a sequential manner and may accumulate quickly
- May include newspapers, magazines, journals, reports, etc.
- Archivists may use an archival collecitons management system rather than an ILS
- Public-Facing Elements
- Online Public Access Catalogs (OPACs)
- Contains records of all the holdings of an institution
- Traditionally accessible through author, title, subject, call number, and keyword queries
- May have a browse function once a query is made
- May include print bound materials, audio-visual materials, archival records, digitized items or electronic resources, etc.
- Reports may include shelf-lists, formats, call number sequences, subject/author/title lists, location and storage information, etc.
- Circulation, Loans, and Use
- Keep track of resources
- Traditional operations include patron records, location of item, use records, requests for returns, overdue notices, borrow requests, etc.
- May include internal circulation records
- Each component of the circulation module links the catalogue records with patron records
- Tracking Information Retrieval and Reference Requests
- Management components to keep track of requsts for information, materials, or for interlibrary loans
- May include additional reporting functions
- Knowledge Management
- Provides a structure for organizing information in a hierarchial manner
- Institutions with a broad range of collections in different formats can identify, make available, and track the location and use of their resources
- A well-conceived ILS performs many functions of project management and workflow within cultural institutions
- Reporting functions aid in the control of resources and identification of the use and costs of every operation
The Viability of Open Source ILS
ASIS"&"T Bulletin [December 2008]
Link to Webpage
Koha was finding use in libraries worldwide, while OPALS and Evergreen also found adoption in the US and Canada. Public libraries sampled in the United States primarily made comitments to adopt Koha, followed by Evergreen. While smaller and medium-sized public libraries were the primary adopters of Koha and Evergreen, the upper bound of the size and complexity of libraries moving to open source ILS products was continuing to increase. In the 2008 environment, almost all libraries implementing open source ILS products did so with paid support contracts.
In addition to volunteer development, open source ILS platforms are developed in part through sponsored development. A library interested in a particular feature, module, or enhancement will pay to have it developed. This improvement can then be cycled back into the next distribution of the ILS so that other libraries can receive the enhancement without cost, benefiting the entire install base.
The Integrated Library System: From Daring to Dinosaur?
Journal of Library Administration, 49:401-417, 2009 - Laura Kinner and Christine Rigda, The Univerisy of Toledo
Link to Article
Library system experienced modernization during the 1970s and 1980s. Automated Library Systems (ALSs) often managed by IT staff covered core functionalities including acquisitions, cataloging, circulation, and serials more efficiently than paper systems of the past, but they were not very interactive or user friendly. By the late 1980s, the online public access catalog (OPAC) was the face of the library - a public (though still nongraphical) interfaice for the ALS. The Integrated Library System (ILS) of the 1990s was expanded to integrate other core library modules into the platform functionality.
Beginning with acquisitions and circulation functions, the ILS continued to integrate inventory systems with bibliographic databases, authority control, and serial modules. The ILS was able to be run on mini-computers, rather than needing to be run from mainframe PCs. They were more easily able to be managed by library staff, allowed for MARC record support, and used character-based mode as user interfaces for staff. "By the late 1990s, 'the ILS was functionally complete with good MARC support but with varied network support' (Andrews, 2007, p.573)." WebOpac, the web-based ILS catalog of this time, was built quickly and was not very sophisticated.
The ALS/ILS marketplace was quite dynamic prior to and through the 90s, peaking in the year 1990, but the changes that had been occuring were not sufficient to move libraries into the networked environment of the 2000s. 2005 began a major reshuffling of the industry, with many buyouts and mergers happening around this time. As the market became less saturated, with fewer large companies competing, it was challenged by smaller companies to develop new technologies. The ILS of this era was not a stand-alone product, but a series of add-ons offered across vendors. There was, however, dissatisfaction with some ILS vendors which still had core modules built around old workflows for print materials that did not extend to electronic resources, among other limitations.
While this paper cites a source saying that there are many articles about open source ILS implementations but few case studies that showed success, the following platforms are listed as examples of open source options: Koha, Sakai, Evergreen, and Prospero. As of this article's writing, the open-source movement in libraries had existed for about a decade, and already prompted some library vendors to offer more services.
Open Source Integrated Librarty Systems
In no particular order beyond the first 3, some integrated library systems that various Google searches indicated were open source.
- Evergreen
- Koha
- SLiMS
- Established in 2007.
- List of features seems like it would cover standard functions for a home-hosted ILS (coming from someone with no experience in this realm).
- Includes a portal version that can be run on a USB flash drive."
- Developer and news feeds appear to be primarily Indonesean, without an obvious button to switch languages to English.
- Some news feed entires are English, and User Guide is English (including instalation guide).
- Hardware requirements include: 4GB RAM, 500GB HDD, minimum Intel Core 2 Duo processors or equivalent. (Documentation Link)
- FOLIO
- "designed for the cloud," but self-hosting is an option
- Source code is available on GitHub
- "The FOLIO platform consists of both server-side and client-side components. [...] Okapi is the central hub for applications running on the FOLIO platform."
- Documentation Link
- Prerequisities include: At least 24 GB memory to run the official platform-complete set of FOLIO modules, a PostgreSQL server, an OpenSearch or Elasticsearch server, a Kafka server.
- System Requirements include: 16 GB RAM (32 GB recommended), Core i7 quadcore CPU, 32 GB minimum disk space.
- Invenio
- Initially developed by CERN.
- Source code available on GitHub.
- Instalation steps provide expect use of containers or virtual machines, not direct hardware.
- "InvenioILS has not been released as a stable version yet, due to the lack of complete documentation. However, it is used in production at CERN since 2021."
- Do not see system requirements spelled out in an obvious way/location.
- BiblioteQ
- Summary items that made me chuckle:
- Android!
- Elaborate options. Many options. Very many.
- Network-less!
- Raspberry Pi!
- Source code available on GitHub.
- Actively receiving new commits, but almost exclusively from one contributor.
- GUI doesn't appear to have a lot of embelishments, based on GitHub screenshots. Has a classic feel.
- Would have to learn GUI buttons. May or may not have labels on mouse rollover. Will have to see how this compares to other options.
- Documentation is present, but does not appear particularly robust at first glance.
- OPALS
- "We can host and maintain OPALS on our servers or we can work with your IT colleagues to install and support it at your site. Experienced programmers and technical support staff update and maintain the program, giving this open source initiative a responsive, dependable support framework that is essential for institutions that serve the public."
- "The source code is available from our FTP site. Please email us for the FTP URL, user name and password access"
- Last blog post update in January 2022.
- LibLime
- Web-based SaaS platform. I am not looking for a cloud-hosted solution.