The power of a good Annual Report 09/10

I am delighted to present the 2009 - 2010 Annual Report for Horowhenua Library Trust.

Open publication - Free publishing - More trust

This year, I wanted use the Annual Report to paint a picture in order to have a useful tool for the coming year. We are about to embark on fundraising the remaining $2m required for our new libraries. We are a Council controlled organisation and elected councillors have to choose how much of the rate-take will come to us in operational funding and also how much capital to invest in our new facilities. I have tried to make a number of points to help make that decision making easier:

• we are a professional organisation not some 'bake sale committee',
• we are a team of many - not a one pony show,
• we think strategically about what we do and why,
• we provide an extremely good return on investment,
• we are truly a 'community' organisation
• the 'book' loss in the financial accounts doesn't tell the whole story.
  

We have printed a small number of hard copies but have also produced an online version for the first time. The printer was able to supply us with a high grade pdf file which was easily and quickly loaded to issuu, an award-winning free online publishing platform. This means that we can spread our story far wider than our cheque book would have allowed through traditional print media.

School yard bullying is alive and well

Remember the schoolyard bullies of childhood?

Two groups of kids playing similar games on adjacent courts. One group, slightly nerdy maybe and certainly not the 'in' jocks of the other group, seem to be having heaps fun. Laughing, loads of kids on each side, all playing together, really friendly, with rules tweaked as the game progressed to even things up a bit so everyone can play.

The other court has a small team of uber-jocks playing hard and fast 'properly', right number of players on each side, referee, complicated rules, lots of people standing on the sidelines just watching. Slowly, one by one, the onlookers start drifting away from the jocks to the nerds; just watching at first then joining in to play as well.

The jocks look around and realise that they aren't the centre of attention anymore because of this 'mad' inclusive game on the other court which anyone can play because it doesn't need expensive gear, or insider knowledge or years of training.

So the jocks barge onto the court and take the ball, claim they own the court and the rules of the game are xyz. The nerds cry foul but the teacher just nods and says oh thats ok - they don't mean any harm.

The game carries on for a bit but the bullies don't get the nerd game, keep trying to bring in the old rules - not remembering that the nerds had already walked away from the old rules to play their own game.

The nerds try to play nicely but dont get a lookin with the bullies, they eventually wander off, find another place to play, a grassy paddock, another ball and carry on. The grassy paddock is pretty good actually, heaps softer to fall on, makes the game even better. Heaps more people join in. People still come to the courts to find a game, but its not the one they heard about. Their ears pick up the happy noises over in the paddock where the 'real' game is being played and they wander over and start playing too.

The jocks don't get it ... they took the ball, got the court - why havn't the nerds just given up?

Koha bullying
Well this is not dissimilar to the situation the Koha community finds itself in with LibLime / PTFS.

The game was library management systems. Some of us couldn't play - couldn't afford the gear and didn't really like the game that much anyway. So we started a new game, Koha, and pretty soon heaps of people were playing it to. Soon the 'real' library management systems started noticing that people were moving over to Koha. Funding issues just made Koha seem even more attractive, and of course the game was one anyone could play and it evolved really fast because everyone has influence.

So LibLime PTFS grabbed a piece of Koha. They took the ball, the code, and played with it a while cutting out the orginal players by not pasing it back in the way of bug-fixes and enhancements. They got the court too, koha.org.

After a while, the koha community realised that it just wasn't getting a look in and decided to go get its own court to play on, koha-community.org and they have another ball, the code. Everyone is welcome to join in and the community is strong.

PTFS just dont get it.

They keep calling their forks Koha - but they are not. Its a different game. LEK and Harley are Koha forks because they were both built on the Koha open source code at some point in the past. They are not Koha now. PTFS have just released a new LibLime website where they still call their forks Koha and have invented a new logo for Koha. This is provocative, aggressive and just not on.

I was told off in Twitter today for swearing - and yes, sometimes I feel so angry and so helpless against such bullying that I do resort to swearing. I am so annoyed that our philosophically beautiful Koha is getting sullied through association with such ratbags as LibLime and PTFS who think nothing of lying in order to 'win' the game.

What is the game we are playing folks? What will a win look like to PTFS? Total domination of Koha by a single vendor? That will not be a win for anyone.

Powhiri at Kawiu Marae

Koha Conference attendees are invited to Levin on the 28th October for a very special event.

The Library Trust is honoured that Muaupoko, the tangata whenua or people of the land, are hosting us at Kawiu Marae following the Mayoral reception in Council chambers. This is a first for the Library Trust and the purpose of this post is to encourage Conference attendees to join us for what will be a very special evening.

We will be welcomed onto the Marae in a traditional manner. This will include the karanga where we are called on the Marae, a wero or taiaha challenge (to see if we come in peace), the laying down of koha, speeches, waiata (songs) a hakari or meal and kapa haka entertainment (singing, poi, haka). Information about the various components of the powhiri and what to expect can be found here.

There are also a few basic rules or tikanga which visitors will need to beaware of:

1. Do not sit on the tables ANYWHERE,
2. Do not smoke or drink alcohol,
3. Do not throw food AT ALL,
4. Do not pass food over anyones head.

The cost of the trip is $75 per person which includes return travel between Wellington and Levin, plus koha for our hosts and the entertainers. Partners and children are very welcome to join us (no charge for kids). Prepayment and bookings are essential so we can confirm arrangements with our hosts. To book and pay online click here.

KohaCon10 : the World comes down under

Our baby is grown up and out there doing its thing in the world, so it is with real pleasure that HLT welcome the 3rd International Koha Conference to NZ this October.

Koha is now used by hundreds of libraries around the world and supported by many international vendors. This year, to mark the 10th anniversary of its release, the conference is will be held in Wellington from Monday 25th October - Wednesday 27th October. Previous conferences have been in Marseilles and Texas.

The conference speakers are a veritable United Nations: UK, France, Nigeria, Taiwan, Pakistan, Malaysia, USA, Australia and NZ - and conference attendees hail from more countries than I care to list. The full programme can be found here.

This is an amazing opportunity for NZ librarians to see what all the fuss around Koha is about and mix with a truly international bunch of people who love Koha and have made it so successful overseas. It is somewhat odd that NZ, its country of origin, has been so reluctant to support this home grown product. A prophet is indeed a stranger in is own land.

The conference is free so there really is no excuse not to come and find out more. Registrations are open now on the conference website.

Personal highlights for me are:

George Oates - Integration with Open Library
A big success at NDF where she talked about her work with Flickr, George now works with Open Library team. She was responsible for creating the Flickr Commons (flickr.com/commons) and was the award-winning lead designer of Flickr itself.

Nicole Engard - How you can help
Nicole is a human dynamo and I have no idea how she squeezes so much into her life. She is the Director of Open Source Education at ByWater Solutions in the States, she is a prolific writer being published in several library journals and keeps the library community up to date on web technologies via her website "What I Learned Today...". In 2007, Nicole was named one of Library Journal's Movers & Shakers and in 2009 she was the editor of “Library Mashups,” a book published by Information Today, Inc. and in 2010 she will publish “Practical Open Source Software for Libraries” with Chandos Inc.

Mark Osborne - Koha in schools
Albany Senior High School is New Zealand's first open source high school, and Koha is one their key online environments. This session will be about how Albany is using Koha to promote literacy, community and high achievement.

Lee Phillips - Ask a librarian : Why I love Koha
Lee is the director of the Butte Silver Bow Public Library (BSB) in Montana, the first open source public library in Montana. The library runs Ubuntu OS on the public PCs and Open Office suite on both the public and staff client servers.

As an alumna of the University of Washington's Information School, Lee's MLIS focus was on human and computer interface, consortia culture and open source applications in public libraries. Her collection development plan was featured in the Spring 2010 OCLC newsletter.

Currently Lee is serving as a Montana State Library Commissioner by appointment of the governor of Montana. In the past year she has secured 150,000 dollars in grant funding for her library to develop programming that puts technology in the hands of library patrons.

Francois Marier - Freedom in the library: Convincing your boss that sharing is good
I hear "We can't use Koha because Council IT dept won't let us" far too often and this presentation is just for those people. Francois will show how the concepts of sharing, freedom and public domain are embodied by the FOSS (Free and Open Source Software) community. After describing what is meant by FOSS, we will look at how fairness is promoted through the choice of copyright licenses. Then we will examine the benefits of this freedom and of the related communities (for example, Creative Commons) it has inspired.

Mark Piper - Risk, considerations and realities of running a public access network
Mark is an independent hacker and will talk at the bigger picture of providing network & end-user systems for library membership to access Koha & the internet. He will explore the risks & mitigations of real world attacks.

Be careful what you wish for : teenagers in the library

We have been trying for as long as I can remember to attract teenagers into the library. Well we have done it. The library is the coolest gig in town and come 3pm the kids rush down from school. And its all for the internet, and the warmth, and its dry and, its seems just lately, its also a great place to punch hell out of other kids.

Take today for instance. 3 skinny white boys known to staff were quietly playing Risk, the board game, when 2 bros walked past. They abused our boys, shoved each other onto the board game and then each of the bros punched - yes punched - one of our boys in his face. At which point I was frantically summoned by 1 of the other boys.

When I challenged the bros, asking for their names, asking them to wait please while I ring the police because they have assaulted a library patron (yes I labelled it) I was turned on by 4 big girls, their sisters or friends or whatever. 15 or 16 years or so, full of attitude and lip: "oh leave them alone", "they didn't do anything", "they are only little" blah blah blah. At which point I pulled a camera out and took their photograph before heading back to my office to call the Police. I was followed back inside and up the stairs to my office by a very confident young lady, hurling abuse, mouthing off at the boys who had been bullied, getting right in my face until I said loudly and clearly "this is intimidation - you need to leave now".

Now I would like to say this is an unheard off incident, but sadly no. Yesterday 3 very naughty annoying girls bullied a couple of boys, the same girls who had spat on a staff member the previous weekend when asked to leave at closing time.

Actually that incident had capped off a scary scene an hour or so earlier when a staff member had been abused in extremely colourful language by a big fella who had taken offence at her rescuing his 18 month old toddler who was about to hit the bottom of the stairs after hurtling around the library screaming at the top of their lungs. Our staffer had already rescued the toddler once from running out of the library onto the street and had tried without success to find an adult to claim the toddler. Fortunately other members of the public came forward to defend her, someone called the police, several people made statements and the 'Gentleman' left the premises with obscene expletives still streaming from his mouth. He has since been trespassed for 2 years from the public library.

But what do we do with these kids? I don't want to trespass them for 2 years, the length a trespass order applies for. I want to welcome them in from the cold and rain, to use the computers, read the glossy music magazines, slouch in the velour couches and flick through the graphic novels. I just don't understand the psychology of their appalling behaviour. What motivates these kids to act they way they do and stuff it up for themselves? They want what we have - desperately - and queue every day for their free internet time. But I just cannot let this behaviour continue. All kids, the hip cool dudes and the geeky boardgamers alike, are equally entitled to a safe library experience.

Now my own kids will tell you that I'm pretty staunch and not scared of much, but in 25 years of public library service I have never felt as vulnerable as I did today when this young woman was in my face going off. I didn't know what was going to happen next - couldn't believe it was happening at all really.

So where to now? I'm dammed if I'm going to let my library be taken over by thugs. I am just not prepared to have public and staff feeling unsafe in the library. I'm going to have to find precious funds to roster more staff on the floor, probably hire a security guard, and start handing out trespass orders to the ringleaders.

And I just don't want to.

Just for the record

It has been reported to me that a senior male PTFS employee told people at ALA that Horowhenua Library Trust (HLT) sold the Koha name and domain to Liblime and that we are now asking for it back for free.

This is a lie.

In 2007 three Katipo staff went to work at Liblime. The code that had been written by Katipo employees, the koha.org domain and Katipo clients went with them, including HLT. At that time Liblime had a good reputation in the community and it was believed that the domain would be held in trust for the community, exactly as Katipo had done.

HLT had nothing to do with the sale apart from being one of the clients transferred to Liblime. A number of NZ and Pacific Koha clients were treated very badly by Liblime with support contracts not honoured, commissioned enhancements not delivered and significant amounts of money lost. None of the libraries involved have ever talked publicly about this, choosing instead to act with discretion and integrity.

The trust in Liblime was misplaced and after 2 years of shameful behaviour the global Koha community asked HLT, as a trustworthy charitable trust, to seek the return of koha.org to community hands. We asked Liblime, and then PTFS, what would be required for the return of the domain.

HLT have never asked for it to be given back for free.

In asking PTFS what would be required to bring koha.org back into community hands we were acting under directions of the wider community. PTFS have a total misunderstanding how FLOSS works, and seem to think they have bought Koha, or that Koha was something Liblime could sell to them, or that Katipo could sell to Liblime. HLT has been asked by PTFS to move the community back to koha.org. This is not something HLT can do even if we were prepared to be blackmailed - which we are not.

Please judge HLT on our actions not on malicious and untrue rumours designed to cause dissent in our community.

Koha 3.2 : reflections on going live

Its been a long long time since I wrote for this blog, way to long, and I'm taking this cold wet Sunday afternoon to look back over the last few months.

Koha 2.2.9 > 3.2
Back in September 2008 we made the decision to upgrade from Koha 2.2.9 to Koha 3.0. We realised very quickly that this was not going to be a mere upgrade, but effectively an entirely new system. The biggest change was the shift from our RDA-like biblio-group-item arrangement to a biblio-item arrangement. This change was essential to make the MARC work nicely and MARC is the key to all the groovy stuff that made 3.0 so attractive.

Delay
After investing a couple of months getting to grips with what the change to 3.0 would mean the decision was made to wait for 3.2 since the upgrade was going to be so huge it was better to wait a few months more and go the whole 9 yards. Looking back, this was a very good decision and meant we went through 1 delayed upgrade n0t 2 in 12 months.

Our Goal
We decided early on that our Koha had to be developed from the patron's view not the staff's and the OPAC would double as our website homepage too. We also wanted our Kete Horowhenua digital content to sit alongside Koha search results. We asked Katipo to write the html required to customize our Koha using the built in system preferences in Koha , and also help us to create the 'inside' pages which included setting up a Trust Kete.

Preparation
I also needed to delve deeply into the system preferences and tools and make informed decisions about the myriad of system settings. This was a significant and important step. When a library chooses open source software its different to choosing a proprietary system. The responsibility lies with the library to make the software do what you want it to do, and of course if it doesn't then you can make changes or develop enhancements so it will do what you need it to do.

Lets do it!
So the Koha upgrade was shifted to a back burner and a year passed, and then at the end of March 2010 the decision was made that we would go live in 8 weeks - ready or not. That right there is the reason I havn't posted for a while :) We couldn't wait for the official 3.2 release as our funding was good for 2009/2010 only. If we didn't spent the upgrade budget by the end of June 2010 we'd lose it.

That decision to go live in 8 weeks was another good decision looking back. It forced us to get on with job, make decisions, assign priorities and just do it. We focussed all our efforts for a very concentrated, intense period of time. We had to decide what had to work on day 1, and what could be left for day 2, day 3 etc. 3.2 is still in development and the code was being enhanced constantly throughout the 8 weeks leading up to Go Live, and in fact continues still.

This takes a bit of getting used to if you aren't used to the rapid pace of development that happens with Koha where things can be fixed from hour to hour. Our ex Head of Libraries Rosalie Blake was dragged out of retirement and asked to 'learn' 3.2, prepare tutorials and then train all 25 staff .... identifying, reporting and fixing bugs throughout.

Go Live
We had a soft launch 2 days before we officially announced it. We had signs up in the library and all staff wore badges saying we were in training in the hope that people to be kind with us - and they were - which is good because we really were making it up as we went. One problem which tripped us up was the slowness of 3.2 compared to 2.2.9 but changing browsers from Firefox to Chrome saw an immediate improvement.

I have no regrets for our seat of our pants approach. There is nothing like the first day of a Go Live to test software. Very little didn't work well enough because we had tested all circulation and accounting aspects pretty thoroughly. But some stuff wasn't perfect on day 1. This meant that all staff were involved in identifying bugs; not just saying 'this is broken' but "this is what happened and here is how you can replicate it". Some of the stuff we would never have found in a testing environment and I completely endorse the advice of going live when its close enough not when its perfect -- coz it never will be. Just make sure you have your staff are on board and stay calm, and that your Tech-Guru is on hand to fix things as they crop up.

OPAC
Our OPAC is the jewel in the Koha crown and staff are so proud of it and get such a buzz out of the public's response to it. We have added so much value to the patron's experience and when things settle down we will hold sessions showcasing the new features. We spent a bit of dosh buying in supplementary content so we could launch with a stunning OPAC. Library Thing for Libraries, Syndetics and Amazon all add value to our catalogue, plus a 3.4 enhancement which draws on our 10 year store of issues history to provide a 'people who read this also read these" service.

Reregistration
To maximise the value of our OPAC we really needed to issue passwords to all our library borrowers - and of course showcase the new functions that were now available. So 3 days after Go Live we started reregistering all our borrowers. That was 2 weeks ago. And what a fortnight. But also what a fantastic opportunity it has turned out to be. We have had 4 staff working flat out issuing new library cards to patrons and in the process we get to point a few things that they might find useful, based on clues picked up in the 2 or 3 minutes it takes to check the Patron's data and assign user logins and passwords. The power of conversation: don't underestimate it as a marketing tool.

What next
2 weeks post launch and we are pretty much there. A few wrinkles in acquisitions to iron out and a few enhancements but thats about it really. Overall this has been a remarkably stress free upgrade. I'm glad it was hard and fast, 8 weeks of concentrated effort really, and the next task is to maximise the PR value of the new system and use it get out and connect to as many different pockets of our community as possible.

Final Words

• Identify what your priorities with Koha are. Our primary goal was a fantastic OPAC because that's that makes Koha 3.2 a great LMS compared to the others. We also needed a solid acquisitions module with a clear audit trail,
  
• Think about how to 'present' your collection to library patrons in the OPAC,
  
• Get totally familiar with all the system preferences and how different combinations can be used because Koha is very powerful and flexible and highly customisable,
  
• Just do it: go live when its good enough and tie the loose ends up as they appear,
• market, market market because 3.2 is fantastic.