Open Source ILS Software:

KOHA
an experience
By

Sangeeta Kaul
Network Manager , DELNET
New Delhi, India
Email : sangs@delnet.ren.nic.in
Web : www.delnet.nic.in
What does Open Source mean?
 The term “open source” refers to software
that is free and that includes the original
source code used to create it so that users
can modify it to make it work better for
them.

 open source software may be free, a

developer or distributor may charge for
services, including special programming,
installation, training, and technical support.
 Quality, not profit drives open source
developers who take personal pride.
Simple use it and is not locked any single
person or institution.
Advantages of Open Source
Software :
 Ability to tailor to fit local needs :
The availability of the source code means that a
user can modify and enhance the software to more
closely fit its own needs .
 No restriction on use :
There are no contractual restrictions on how the
software is used .
 Low cost :
There is no charge for the software itself. The
major cost is local development. If the number of
users is large, and they share their efforts, each
user’s cost is reduced.
 Disadvantages of Open Source Software:
 Unanticipated Efforts : A library may find that it
needs to do a great deal more work than anticipated to
adapt the software to local needs.
 Lack of coordination : The decentralized development
of open source software means that progress can be
chaotic and there may be delays in addressing bugs.
 Inadequate technical support : Documentation tends
to be limited and aimed at developers. There usually is
limited technical support, especially for users of the
software
 Customization : Open source software may not offer the
level of customization as it is being done in case of
commercial software.
Open Source Integrated
Library System Products :
 MicroLCS,  Koha
 Emilda  OpenBiblio
 Evergreen  phpMyLibrary
 FireFly  PMB
 GNUTeca  PYTHEAS
 Avanti  WEBLIS.
 Criteria for Evaluating Open
Source Integrated Library
Systems :
 There is active current development under way.
 At least the cataloging, circulation, patron access
catalog modules, acquisitions and serials control
should be available. It should be Integrated library
system.
 MARC is supported.
 Current source code and documentation are available
for downloading under the GNU General Public
License
 The product is currently in use in libraries.
 Scalability
 Adaptability and user friendly system.
 What is Koha ?
 Koha is a full featured Integrated Library System
(ILS). there is no cost for the license, you have the
freedom to modify the product to adapt it to your
needs, etc.
 Developed initially in New Zealand by Katipo
Communications with Horowhenua Library Trust.
 It is currently maintained by a dedicated team of
software providers and library technology staff from
around the globe.
 That by adopting it, the customer becomes "joint
owner " of the product. In particular, the customer can
freely install new versions or not, and can take part in
new developments by financing them or by carrying
them out them self.
 Why Open Source Software Koha:
 Proven, Stable Technologies: Koha is tried and tested and
has demonstrated both stability and scalability, used in
hundreds of libraries worldwide.
 Software Collaboration and Resource Sharing: software
solutions that are freely available to all libraries worldwide.
libraries benefits from the contributions of other participating
library systems.
 Long term Support:With proprietary software, source code
is 'closed' and support and future development of the product
rely on the success and resources of a single vendor. If the
vendor goes under, so does your product support. open-
source solutions rely on stable code bases developed and
supported by many providers worldwide.
 User-driven: open-source software user-driven--you decide
what features are important and deserve attention rather
than a vendor. continued----
 Why Open Source Software Koha:
 Cost-effective: paying licensing fees for proprietary solutions,
users of open-source software can often deploy the product
using in-house resources. They pay only for needed support or
any additional vendor services they require.
 Innovation: code is open, users are free to innovate and
improve the software to meet their needs Free innovation also
means that open-source software has much faster
development cycles when compared to proprietary software.
 Free/open source software koha is an economical alternative
to reliance upon commercially supplied software. It means the
cost involved development, license, upgrading, maintenance
etc., lower than commercial software. koha does not need the
initial cost like commercial software.
 Free/Open source Koha has all the feature of commercial
software.
 Motivate and encourage staff to creativities.
What does it cost Koha?
 Free/open source software Free download
under the GNU General Public License.
 Users of open-source software Koha can
often deploy yourself using in-house
resources. They pay only for needed
support or any additional vendor services
they require.
 It means the cost involved development,
upgrading, maintenance etc., Koha does
not need the initial cost like commercial
software.
 Here cost means commitment, dedication,
and a long term efforts to sustain and
development of the software.
 Who uses Koha?

 More than 300 libraries are using Koha,

including academic, public, school and
special libraries, in Africa,
Australia,Canada, USA, France, India
and, of course, New Zealand. Along
with a committed team of programmers
its development is steered by a growing
community of libraries collaborating to
achieve their technology
 Koha User
Name Type website
Antioch University Academic http://library.afognak.org/

Northland Bible Baptist Academic https://libcat.nbbc.edu/

College

Childcare Resource and Academic http://circonline.ca

Research Unit – University of
Toronto

West Liberty Public Library Public http://opac.wlpl.org

Nelsonville Public Library Public http://search.athenscounty.lib.

System (7 library branches oh.us/

Horowhenua Library Trust Public http://www.library.org.nz/

Asian School of Business www.asb.edu.in

Business,Trivandrum Kerala school
 Koha and Commercial LMS:
S.N Core services Alice Libsys New Soul VTLS Libsuit Koha
o Genlib e

01 Acquisition 1 1 1 1 1 1 1
02 Cataloguing 1 1 1 1 1 1 1
03 Circulation 1 1 1 1 1 1 1
04 Web/OPAC 1 1 1 1 1 1 1
05 Serials 1 1 1 1 1 1 1
06 Biblio format 1 1 1 1 1 1 1
07 Data 1 1 1 1 1 1 1
exchange
10 Standards 1 1 1 1 1 1 1
11 Cost(Approx.) 3.5 4.5 Open 50000 8.00 4.5 Open
Lakh Lakh Source Lakh Lakh Source
 Koha Feature
 A full featured modern integrated library software (ILS).
 Award winning and free/Open-source Software.(no license fee).
 OS independent any operating system. Linux, Unix, Mac.
 Web based. Web-based Interfaces. We can integrate with website.
 Full MARC21 and UNIMARC support for professional cataloguing.
 Multilingual and multi-user support
 Library-Standards-Compliant. industrial standards & protocols.
 Z39.50 server.
 Customizable web based opac.circulation system.
 Online reservation.
 Full catalogue, circulation, acquisitions, library stock management.
 Web based OPAC, public to search the catalogue.
 Major industry-standard database type (text, RDBMS), SQL,MYSQL.
 Serial management module.
 Print your barcode.
 Export and import records, ISO2709
 Koha System Architecture:

 Koha is based on a client-server architecture.

 Network Server: koha can be installed on a server running
Linux, Unix, Mac.The recommended operating system is
stable version of Debian Linux, although Koha can run on any
modern operating system.
 Client Workstations: Koha requires only a web browser on
the workstation (a graphical browser, or even a text browser
for the OPAC). Koha thus functions on PCs running
Windows,PCs running Linux, Macs, or even UNIX
workstations.
 Koha runs over any TCP-IP network.
 Koha accommodates low-bandwidth connections. It is completely
usable on ordinary telephone line connections. This is more true of
the librarian interface than of the public interface (OPAC).
 Koha Standards
 The developers of the product have taken care to
adhere strictly to international standards.
 Industry standards: Z39.50, UNIMARC, ISO2709,
MARC21.
 For technical standards: the OPAC is "valid
XHTML ", and respects the standards of
accessibility.
 Web standards recommended by the World
Wide Web Consortium.
 Koha Requirement:
 Koha version 2.2.9 Free (download from
http://www.koha.org/
 Apache web server, 2.0.58 free (download
from (http://www.apache.org)
 MySQL. Relational Database Management
System (http://www.mysql.com) free
 Perl modules 5.8.(http://www.cpan.org). free.
 Linux (RHEL 3.0, 4.0, 5.0) or Any flavour of
LINUX or WINDOWS Server
 Koha Server Software:
 Server operating system: Linux, OpenBSD,
FreeBSD, MacOS X, or any other Unix.

 Web server: Apache.

 Programming language: Perl.

 Database:MySQL.

 Integrated Library software: Koha 2.2.9

 Koha Client Software:
 Koha requires a recent Internet browser.

 Mozilla is advised, but not obligatory. (Koha

works with Internet Explorer.).

 Certain data validity checks are made on the

client machine, JavaScript must be enabled.

 The public interface (OPAC) conforms with

XHTML1.0 standards: the utility is thus
compatible with alternate browsers. In particular,
the OPAC can be used by people needing
special assistive technology (Braille browsers,
voice synthesis, text-based broswers, etc.).
Skill Requirements To Operate
System:
 Koha's interfaces are designed with usability in
mind and are extremely user friendly.
 Staff and patrons with only basic computer
skills have quickly learned to use the system
efficiently.
 The cataloging module requires an
understanding of cataloging practices such as
MARC, Z30.50 retrieval tools, how to add
holdings information, etc.
 Administrators should know operating system
(Linux, etc.)for maintenance, some knowledge
of cataloging in setting up the system
preferences.
System
Overview:
 Koha Modules:
 OPAC
 Full catalogue.
 Circulation.
 Serials.
 Acquisition.
 Patron Management.
 Branch management.
 Reservations.
 Koha OPAC Module:
 Koha provides a full-functioned Online Public Access Catalog
(OPAC).
 OPAC users can carry out searches starting from ten fields
(Keyword, Subject, Title, Class, Barcode, author, publisher, etc.).
As in the librarian interface, they can order the results according
to several criteria.
 OPAC users who are logged-in members can place reservations
on library items.
 Bibilio basket:Logged-in members can select records from an
OPAC search and retrieve them by e-mall, either in human-
readable form or in an ISO2709-format file. An ISO2709 file can be
processed using bibliographic software like End Note.
 OPAC users can submit suggestions for acquisition. Koha
automatically informs the OPAC user (by e-mall) of the action
taken on each suggestion.
Koha Delegation of Authority:
The administrator can allot one or more of the following
capabilities to each staff member:
 Super-librarian: access to all functions.
 Circulation: carry out circulation tasks.
 Catalogue: search the catalogue.
 Parameters: administer the system parameters.
 Borrowers: manage the public users (addition,
modification, restriction, etc.).
 Permissions: administer staff access to functions.
 Reserves for others: place reserves on items for any
borrower.
 Reserves for oneself: place reserves for oneself
 Loan: loan items to borrowers.
 Cataloguing: manage the catalogue.
 Charges: manage the fines and fees levied against
members.
 Koha Members Module:
 The members (borrowers) module makes it
possible to manage not only individual borrowers,
but also institutions.
 Each member belongs to a category. The member
category defines:The minimum and maximum ages
for members of the category• The cost of placing a
reservation on an item (when it is applicable in the
library)• The rules of circulation.
 By entering the borrower's library card number into
the librarian interface, the librarian can:
See the financial standing of the borrower
(charges due). See the borrower's reservations,
and his/her outstanding loans. Set permission flags
(for the librarian members).
 Koha Circulation module:
 Borrowing a book from any branch (not just the
branch where the borrower first registered)
 Returning an item at any branch
 Reserving an item for at any branch.
 Circulation rules can be defined very finely by
the library: for each member category, item
category, and holding branch of the item, the
duration of the loan and the maximum number
of books loan able can be defined.
 Returning items ("checking-in") is extremely
easy: Simply scan the barcodes of the items
being returned.
 Koha Cataloguing Module:
 MARC Management :The cataloguing module is one of the
principal strong points of Koha.Several "frameworks " can be
defined to do different cataloguing for monographs, electronic
resources,periodicals, etc.
 Export/Import:Importing records in ISO2709 format (the MARC
reservoir) and through Z39.50 (client) for fast cataloguing.
 Copy records:One or more copy records can be attached to
each bibliographic record.
 Fast cataloguing:To accelerate cataloguing, Koha provides,
Management of a MARC record reservoir, in ISO2709 format, A
Z39.50 client that can access several Z39.50 servers
 MARC view and simple view:Catalogue data can be
displayed in MARC format, in simplified form.
 Searching:searches can be performed on any MARC field.
Advanced functions, search on one word, the beginning of the
field, greater than, less than, etc are also available.
 Koha Serials Module:
 It is possible to register subscriptions with reviews, and to
track the arrival of periodicals.
 Koha manages late issues, skipped issues, and claims with
the suppliers.
 Koha manages complex classifications, allowing the
librarian to work with eleven different publication periods
(from daily newspapers to annual publications), with delayed
publications, and with publications out of sequence.
 A state of the collection can be defined which will synthesize
the missing publications, received publications,etc.
 The state of the collection can be displayed differently in the
OPAC and in the librarian interface.
 Koha Acquisition
Module:
 Simple acquisitions:The simple acquisitions module
makes it possible to acquire materials and add them directly to
the catalogue.It does not manage budgetary matters, the orders
placed with the suppliers, etc.
 Full acquisitions:The full acquisitions module makes it
possible to manage:Budgets and book funds:Budget available,
Committed, Spent Suppliers.Orders, via 'shopping baskets‘.
 Koha Personalization:
 The architecture of Koha divides the software into three
different layers..
 The database layer, which manages access to the DBMS
(database management system)
 The processing layer, which manages the processes
required by the user
 The formatting layer, which contains templates for the
HTML presentation
 The visible interface of the software is thus entirely
customizable. Koha's Intranet and OPAC by selecting
from several 'themes'
 The librarian interface uses cascading style sheets (CSS).
It is more coherent and easier to follow than was the case
in version 2.0.
 Koha Operating Parameters:
Koha allows you to set various parameters which control the
operating environment of the library:

 Library branches: defining branch categories, branches, and contact

information.
 Item types: Define library items.set rental charges of any amount to
users for borrowing items.
 Not for loan" for item types such which do not leave the library;
issuing
 Define Borrower Categories: Set “Category Codes”, “Descriptions”,
 “Enrollment Periods”, "Upper Age Limit" and "Age Required" for each
user type;
 Issuing rules: define issuing and fines based on borrower
categories, item types, and circulation units (matrix-based rule set);
 Stop words: improve list all of the words Koha should ignore when
performing catalog searches or building the index
 Z39.50: define servers for searching using Koha's Z39.50 client (for
cataloging); to add servers, enter the domain name or IP address of
the server, the port number to use, and the name of the database to
access.
 Book funds: set up accounts that keep track of expenditures for
library materials.
 Koha Back-up Software:

 SSH-tunneled MySQL replication.

 Database dumps using the mysql dump utility
 On the hardware level, the production system
utilizes a two-disk RAID 1 configuration for
data redundancy in the event of single-disk
hardware failure. The system partitions use the
Reiserfs journaling file system which provides
another point of data redundancy
 Encoding & Character Sets in Koha
System $ echo $LANG
en_US.UTF-8
Apache2:Be sure to have these lines in your http.conf:
AddCharset UTF-8 .utf8
AddDefaultCharset UTF-8
MySQL , Server Configuration, edit your my.cnf
init-connect = 'SET NAMES utf8'
character-set-server=utf8
collation-server=utf8_general_ci
Check to make sure the following are set to utf8:
| character_set_client | utf8
| character_set_connection | utf8
| character_set_database | utf8
| character_set_results | utf8
| character_set_server | utf8
| character_set_system | utf8
| collation_connection | utf8_general_ci
| collation_database | utf8_general_ci
| collation_server | utf8_general_ci
 Koha Resources :
 http://kohadocs.org koha documentation project
 http://koha.org/manual The official Koha manual
 http://www.skemotah.com/ Stephen Hedges' Koha migration guide
Migrating_to_Koha.html
 http://athenscounty.lib.oh.us/koha.html Joshua Ferraro's Koha
installation guide and other Koha documents
 http://sourceforge.net/projects/koha Koha project CVS host (2.2/2.0
source code repository/download)
 http://www.mjr.dsl.pipex.com/ Koha project Arch host (2.0 source
code/repository/download)
 http://koha.org/wiki KohaWiki
 http://bugs.koha.org Koha bug reporting system
 http://koha.org/mailing/ Koha mailing lists page
 http://koha.org/irc/ Koha IRC logs
 http://koha.org Koha Homepage
 http://www.ttllp.co.uk/koha/ Koha England
 Frequently Asked Questions
 Collection Size- How many books Record can koha handle?
 Readers- How many readers can koha handle?
 Circulation- How many transaction can koha handle per year?
 Biggest Library- which is the biggest among those who uses?
Answers from the users and Developers
 All the data i.e. records, readers, circulations data is stored in
database mysql. All the limitation are enforced by database and
your hardware, network connectivity , not by the software.
 Nelsonville Public Library System, Athens County OH, USA 7
branches; 300,000 items; 50,000 borrowers; 600,000 annual
circulation OPAC: http:// search.athenscounty.lib.oh.us
 The Harward County library system is switched to koha
recently and they do transaction 50,00,000 issue per year.
 North East University Library, Cyprus 2 million records OPAC:
http://library.neu.edu.tr