Open Source ILS: Installation Guide for Koha on Ubuntu 11.10 or Ubuntu 11.04 or Ubuntu 10.10 or Ubuntu 10.04 LTS with MySQL 5

According to Wikipedia.com, An integrated library system (ILS), also known as a library management system (LMS), is an enterprise resource planning system for a library, used to track items owned, orders made, bills paid, and patrons who have borrowed.

An ILS usually comprises a relational database, software to interact with that database, and two graphical user interfaces (one for patrons, one for staff). Most ILSes separate software functions into discrete programs called modules, each of them integrated with a unified interface. Examples of modules might include:

• acquisitions (ordering, receiving, and invoicing materials)
• cataloging (classifying and indexing materials)
• circulation (lending materials to patrons and receiving them back)
• serials (tracking magazine and newspaper holdings)
• the OPAC (public interface for users)

Each patron and item has a unique ID in the database that allows the ILS to track its activity.
Example
Open-source

• Evergreen
• CDS Invenio
• Koha
• NewGenLib
• PhpMyBibli
• Greenstone
• OpenBiblio

Proprietary

• Ex Libris Group, Aleph and Voyager (latter acquired from Endeavor Information Systems in 2006)
• Millennium, former Innopac, from Innovative Interfaces, Inc.
• SirsiDynix, Symphony — current version and Unicorn — a legacy system.
• Library•Solution, Library•Solution for Schools, and CARL•X from The Library Corporation
• LibraryWorld
• Insignia Library System (ILS), Insignia Software Corporation
• NOSA
• EOS International
• SydneyPLUS International
• Talis (UK and Ireland)
• Horizon from former company Dynix, later absorbed by SirsiDynix
• SLIM21, former SLIM++, from Algorhythms Consultants Pvt Ltd.
• Virtua, former VTLS, from VTLS Inc.
• Voyager from former company Endeavor Information Systems, later acquired by Ex Libris
• (Polish) MOL, Patron and MOLIK – interface created for children

Why Open Source ILS?

• Open Source
• Easy customization
• No restrictions on use
• User driven
• No vendor lock-in

Installation Guide for Koha on Ubuntu 10.04 LTS with MySQL 5
Koha was created in 1999 by Katipo Communications for the Horowhenua Library Trust in New Zealand, and the first installation went live in January 2000.

Koha is a free software library automation package. In use worldwide, its development is steered by a growing community of users collaborating to achieve their technology goals.

Features

• Full-featured ILS. In use worldwide in libraries of all sizes, Koha is a true enterprise-class ILS with comprehensive functionality including basic or advanced options. Koha includes modules for circulation, cataloging, acquisitions, serials, reserves, patron management, branch relationships, and more.
• Full text searching Koha uses an RDBMS coupled with an external search engine to provide powerful searching that is truly scalable
• Library Standards Compliant. Koha is built using library standards and protocols that ensure interoperability between Koha and other systems and technologies, while supporting existing workflows and tools.
• Web-based Interfaces. Koha’s OPAC, circ, management and self-checkout interfaces are all based on standards-compliant World Wide Web technologies–XHTML, CSS and Javascript–making Koha a truly platform-independent solution.
• Free Software / Open Source. Koha is distributed under the Free Software General Public License (GPL) version 2 or later.
• No Vendor Lock-in. It is an important part of the free software promise that there is no vendor lock-in: libraries are free to install and use Koha themselves if the have the in-house expertise or to purchase support or development services from the best available sources. Libraries should be free to change support company and export their data at any time, make sure your support company allows this.

• Simple, clear interface for librarians and members (patrons)
• Various Web 2.0 facilities like tagging and RSS feeds
• Union catalog facility
• Customizable search
• Circulation and borrower management
• Full acquisitions system including budgets and pricing information (including supplier and currency conversion)
• Simple acquisitions system for the smaller library
• Ability to cope with any number of branches, patrons, patron categories, item categories, items, currencies and other data
• Serials system for magazines or newspapers
• Reading lists for members

Software Required
The current release is 3.6; Download it from http://download.koha-community.org/koha-latest.tar.gz

• Ubuntu Server- Ubuntu 10.04 LTS – the Lucid Lynx
• Apache
• MySQL
• Perl

Koha is free software and is licensed under the GNU General Public License, either version 2 of the License, or (at your option) any later version.
All commands can be performed as a system user with sudo privileges, as indicated or by running the command directly as root.

1. Prepare System and Install Dependencies

1.1 Install Ubuntu Jaunty via CD

Your locale should be set to UTF-8, as should Apache2 and MySQL 5.

This step is VERY IMPORTANT for a UNICODE compliant system. Please read over the following document carefully:

http://wiki.koha-community.org/wiki/Encoding_and_Character_Sets_in_Koha

You can verify your system locale by typing the following command:     $ locale

1.2 Install the Yaz and Zebra packages

$ sudo apt-get update

$ sudo apt-get install yaz idzebra-2.0 idzebra-2.0-doc

1.3 Get Koha

1.3.1 Option B: Download Koha

http://koha-community.org/download-koha/

Installation Instructions
Once you have downloaded Koha, please unpack it and find the installation and upgrade instructions in the INSTALL file for your system, or the general INSTALL file.

1.4 Install additional Ubuntu dependencies

IMPORTANT:  You should only use CPAN for Perl dependencies which are NOT available from the package maintainer. You have been warned!

Using the ubuntu.packages file included in the Koha source tree, run the following:

$ sudo dpkg –set-selections < install_misc/ubuntu.packages

Now start dselect (you may need to ‘sudo apt-get install dselect’):

$ sudo dselect

Choose [I]nstall and accept packages to be installed (hit return) (may take a while)

Choose [C]onfigure, [R]emove and [Q]uit until dselect has completed.

1.5 Install Perl dependencies that aren’t packaged into Ubuntu sources

$ sudo cpan MARC::Crosswalk::DublinCore GD GD::Barcode::UPCE Email::Date

HTML::Scrubber Algorithm::CheckDigits::M43_001 Biblio::EndnoteStyle

Locale::Currency::Format

Note: you may need to run CPAN initialization if you’ve not run cpan before: /etc/perl/CPAN/Config.pm initialized.

CPAN is the world-wide archive of perl resources. It consists of about 100 sites that all replicate the same contents all around the globe. Many countries have at least one CPAN site already. The resources found on CPAN are easily accessible with the CPAN.pm module. If you want to use CPAN.pm, you have to configure it properly. If you do not want to enter a dialog now, you can answer ‘no’ to this question and I’ll try to autoconfigure. (Note: you can revisit this dialog anytime later by typing ‘o conf init’ at the cpan prompt.)

Are you ready for manual configuration? [yes]

When the configuration is completed CPAN will install the Perl modules.

2. Configuration of dependencies

2.1 Update root MySQL password (if dselect didn’t do it for you already)

$ sudo mysqladmin password

2.2 Create the Koha database

Create the database and user with associated privileges:

$ mysqladmin -uroot -pcreate

$ mysql -uroot -p

Welcome to the MySQL monitor.  Commands end with ; or g.

Your MySQL connection id is 22

Server version: 5.0.32-Debian_7etch3-log Debian etch distribution. Type ‘help;’ or ‘h’ for help. Type ‘c’ to clear the buffer.

mysql> grant all on.* to ”@’localhost’ identified by ”;

Query OK, 0 rows affected (0.00 sec)

mysql> flush privileges;

Query OK, 0 rows affected (0.00 sec)

mysql> quit

2.3 Test your SAX Parser and correct where necessary

You must be sure you’re using the XML::LibXML SAX parser, not Expat or PurePerl, both of which have outstanding bugs with pre-composed characters. You can test your SAX parser by running:

$ cd koha

$ misc/sax_parser_print.pl

You should see something like::

XML::LibXML::SAX::Parser=HASH(0x81fe220)

If you’re using PurePerl or Expat, you’ll need to edit your ini file, typically located at:

/etc/perl/XML/SAX/ParserDetails.ini

You will need to move the entire section for ‘[XML::LibXML::SAX::Parser]‘ to the bottom of the ini file.

2.4 Install DBD::mysql Perl module

In order to handle UTF-8 correctly, Koha requires at least version 4.004 of the DBD::mysql Perl module. However, Debian Etch has a stable package only for version 3.0008, so it is necessary to install the module  from CPAN. DBD::mysql’s test suite needs to use a MySQL ‘test’ DB which doesn’t exist anymore. So there are two options to install DBD::mysql:

2.4.1 Install without test suite

Force install DBD::mysql:

$ sudo cpan

cpan> force install DBD::mysql

2.4.2 Create test database in order to install DBD::mysql

Because of DBD::mysql’s test suite, it is necessary to temporarily create a test database and user:

$ mysql -uroot -p

Create the database and user with associated privileges:

Welcome to the MySQL monitor.  Commands end with ; or g.

Your MySQL connection id is 22

Server version: 5.0.32-Debian_7etch3-log Debian etch distribution. Type ‘help;’ or ‘h’ for help. Type ‘c’ to clear the buffer.

mysql> create database test;

Query OK, 1 row affected (0.00 sec)

mysql> grant all on test.* to ‘test’@'localhost’ identified by ‘test’;

Query OK, 0 rows affected (0.00 sec)

(test database, user, and password can be different if need be)

mysql> flush privileges;

Query OK, 0 rows affected (0.00 sec)

mysql> quit

Next install DBD::mysql:

$ sudo cpan

cpan> o conf makepl_arg

(get current value of this CPAN parameter)

cpan> o conf makepl_arg “–testdb=test –testuser=test –testpass=test”

cpan> install DBD::mysql

cpan> o conf makepl_arg ”

OR

cpan> o conf makepl_arg ”

(restore this setting so as to not interfere with future CPAN installs).

Finally, remove the test database:

$ mysql -uroot -p

mysql> drop database test;

Query OK, 1 row affected (0.00 sec)

mysql> exit

Bye

3. Run the Koha installer

sudo perl -MCPAN -e ‘install Class::Accessor’

sudo aptitude install libxml2-utils

sudo aptitude install xml-core

sudo apt-get install libxml++2.6-dev

wget http://search.cpan.org/CPAN/authors/id/E/ES/ESUMMERS/MARC-Charset-0.98.tar.gz

tar -xzf MARC-Charset-0.98.tar.gz

cd MARC-Charset-0.98

perl Makefile.PL (took a long time)

 

make

make test

sudo make install

wget http://search.cpan.org/CPAN/authors/id/K/KA/KADOS/MARC-XML-0.88.tar.gz

tar -xzf MARC-XML-0.88.tar.gz

cd MARC-XML-0.88

perl Makefile.PL

make

make test

sudo make install

cd ..

wget ftp://xmlsoft.org/libxml2/libxml2-2.6.31.tar.gz

tar -xzf libxml2-2.6.31.tar.gz

cd libxml2-2.6.31/

./configure

make (took a long time)

sudo make install

cd ..

wget http://search.cpan.org/CPAN/authors/id/P/PH/PHISH/XML-LibXML-Common-0.13.tar.gz

tar -xzf XML-LibXML-Common-0.13.tar.gz

cd XML-LibXML-Common-0.13/

perl Makefile.PL

make

sudo make install

cd ..

wget http://search.cpan.org/CPAN/authors/id/P/PA/PAJAS/XML-LibXML-1.65.tar.gz

tar -xzf XML-LibXML-1.65.tar.gz

cd XML-LibXML-1.65

perl Makefile.PL

make

sudo make install

4. Configure and start Apache

$ sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha

(note that the path to koha-httpd.conf may be different depending on your installation choices)

Add the following lines to /etc/apache2/ports.conf:

Listen 80

Listen 8080

If not running named virtual hosts (The default koha installation does not use named virtual hosts.), comment out the following line:

NameVirtualHost *:80

Run the following commands:

$ sudo a2enmod rewrite deflate

http://aslamnajeebdeen.com/blog/how-to-fix-apache-could-not-reliably-determine-the-servers-fully-qualified-domain-name-using-127011-for-servername-error-on-ubuntu

sudo /etc/init.d/apache2 start

$ sudo a2ensite koha

$ sudo apache2ctl restart

Note: you may still see the usual Apache default site if your VirtualHost configuration isn’t correct.  The command “sudo a2dissite default” may be a quick fix, but may have side-effects.  See the Apache HTTPD manual section on virtual hosts for full instructions.

5. Configure and start Zebra

Note: it’s recommended that you daemonize the Zebra process and add it to your startup profile. For a non-production test/development installation, running Zebra from the command line can be useful. Pick from the two available options below, or roll your own

Note: it’s also recommended that you create a Koha system user, which you will have specified during the install process. Alternatively, Zebra can be configured to run as the root user.

To add a user do:

$ sudo adduser koha

Option 1: run the Zebra processes from the command line:

1.1 Zebra Search Server

This process send responses to search requests sent by Koha or Z39.50/SRU/SRW clients.

$ sudo -u ${KOHA_USER} zebrasrv -f /etc/koha/koha-conf.xml

(note that the path to koha-conf.xml may be different depending on your installation choices)

Note: the user you run Zebra as will be the only user with write permission on the Zebra index; in development mode, you may wish to use your system user.

1.2 Zebra Indexer

Added/updated/deleted records in Koha MySQL database must be indexed into Zebra. A specific script must be launched each time a bibliographic or an authority record is edited.

$ sudo -u ${KOHA_USER} misc/migration_tools/rebuild_zebra -z -b -a

NOTE: This script should be run as the kohauser (the default is ‘koha’).

Option 2: run the Zebra process as a daemon, and add to startup process:

Note that references to $SCRIPT_DIR refer to the directory where Koha’s command-line scripts are installed, e.g., /usr/share/koha/bin.

1.1 Zebra Search Server

$ sudo ln -s ${SCRIPT_DIR}/koha-zebra-ctl.sh  /etc/init.d/koha-zebra-daemon

(Note: ${SCRIPT_DIR} is /usr/share/koha/bin/ by default in a standard install)

$ sudo update-rc.d koha-zebra-daemon defaults

( Note: see man chkconfig(8) on other distros )

$ sudo ${SCRIPT_DIR}/koha-zebra-ctl.sh start

1.2 Zebra Indexer

Add an entry in Koha user crontab to scheduled added/updated/deleted records indexing by Zebra with this command:

koha>/misc/migration_tools/rebuild_zebra -z -b –a

Rebuild_Zebra can be done after completing step-6

See check misc/cronjobs/crontab.example for usage examples.

NOTE: This job should be setup under the kohauser (the default is ‘koha’).

6. Run the Web Installer, populate the database, initial configuration of settings

Point your browser to http://<servername&gt;:8080/

 

Done.
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