SPEC Kit 340: Open Source Software (July 2014)
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SPEC Kit 340: Open Source Software · 17 SURVEY QUESTIONS AND RESPONSES The SPEC Survey on Open Source Software was designed by J. Curtis Thacker, Discovery Systems Manager at Brigham Young University’s Harold B. Lee Library, Dr. Charles D. Knutson, Associate Professor of Computer Science at Brigham Young University, and Mark Dehmlow, Program Director for Information Technology at the University of Notre Dame’s Hesburgh Libraries. These results are based on data submitted by 77 of the 125 ARL member libraries (62%) by the deadline of March 18, 2014. The survey’s introductory text and questions are reproduced below, followed by the response data and selected comments from the respondents. Open source software (OSS) is software that adheres to the following principles: “open source licenses must permit non-exclusive commercial exploitation of the licensed work, must make available the work’s source code, and must permit the creation of derivative works from the work itself.”[St. Laurent, Andrew M. (2008). Understanding Open Source and Free Software Licensing. O’Reilly Media, p 8. ISBN 9780596553951]. The emergence of OSS has increased collaboration among research libraries, providing greater control of library tools, as well as improving usability and quality of library resources. This collaborative approach fits neatly with the knowledge and resource sharing ideology of libraries. While OSS is ostensibly “free,” adoption of OSS within an organization is not without significant support, integration, and development costs. The purpose of this survey is to study ARL member libraries’ adoption and/or development of OSS for functions such as ILS, discovery layer, electronic resource management, inter-library loan, digital asset management, institutional repository, course reserve, streaming media, study room scheduler, digital preservation, publishing, floor maps, data warehouse, or other library-related purposes. We would like to understand organizational factors that affect decisions to adopt OSS, the cost of OSS, and the awareness of OSS systems already in use. With regard to development of OSS, we would like to understand: 1) research libraries’ policies and practices on open sourcing their code 2) the frequency with which research libraries contribute to open source projects 3) whether research libraries are reluctant to make their code openly available and 4) the most common benefits and challenges encountered when research libraries open source their code.
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SPEC Kit 340: Open Source Software · 15 Conclusion This survey reveals that nearly all of the responding ARL member libraries are developing custom soft- ware and/or adopting one or more open source sys- tems. Contribution to OSS projects is also common, with more than three quarters of respondents actively contributing to OSS projects. Many respondents expressed a desire on the part of their developers to share with and participate in one or more OSS communities. Larger organizations committed more resources to OSS projects than small- er organizations, but we found no significant correla- tions suggesting a disproportionate level of commit- ment to OSS projects as a function of IT staff size. The nearly universal adoption of OSS systems and the high level of contribution to OSS projects may suggest that adoption of and contribution to OSS projects has entered the mainstream for libraries. Simply stated, libraries that develop software also predominantly contribute to OSS projects. The results of this survey suggest that librar- ies view organizational behaviors surrounding the adoption of open source software separate from contribution to OSS projects. For example, while re- spondents view OSS adoption as a means of saving time and resources, contributing to OSS projects is viewed as being advantageous for different reasons, primarily engagement in an OSS community. For de- velopers, the sense of social involvement in a commu- nity represented by an OSS project can be a positive source of professional satisfaction, ultimately leading to greater productivity and a return on investment for the library. Control of software emerged as a theme common to both adopting and contributing to OSS projects. Those adopting OSS systems felt that access to source code gave them greater control, allowing them to change the software as needed, rather than being subject to the whims of a proprietary solution. Those that contributed to OSS projects felt that they gained greater opportunity to influence product direction, especially with respect to product features. In both cases, they perceived a sufficient benefit to their overall productivity to justify the expense of their involvement (as adopters, contributors, or both) in OSS systems.