Transcript Marshall Breeding`s keynote (PPT)
Impact of Library Resource Management Trends for Technical Services
A Budding Flower or a Thorny Future?
Marshall Breeding Independent Consultant, Author, Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding April 11, 2014
New England Technical Services Librarians
Description
Breeding will give an update on the current trends in realm of resource management technologies. A new genre of Library Services Platforms has emerged, with multiple products well into their implementation phase, though others remain in development. Integrated Library Systems continue as the dominant type of product installed in most libraries. Both revolutionary and evolutionary courses seem to be underway towards a goal of more modern approaches to resource management. Any resource management tool must address the changing reality of libraries that are ever more involved with print and digital resources, with many seeing significant declines in acquisitions of print materials. New models of partnerships among institutions and shared infrastructure impact strategies on how libraries acquire, manage, and provide access to collections. Other topics addressed will include the how the work of technical services relates to Web-scale or index-based discovery services that the library might deploy.
Library Technology Guides
General Industry Trends
Library Technology Industry Reports
American Libraries Library Journal
2014: Strategic Competition and Cooperation 2013: Rush to Innovate 2012: Agents of Change 2011: New Frontier 2010: New Models, Core Systems 2009: Investing in the Future 2008: Opportunity out of turmoil 2007: An industry redefined 2006: Reshuffling the deck 2005: Gradual evolution 2004: Migration down, innovation up 2003: The competition heats up 2002: Capturing the migrating customer
Personnel Resources 2013
Company EBSCO Information Services OCLC Ex Libris SirsiDynix EOS International Follett Software Company Innovative Interfaces, Inc.
Serials Solutions The Library Corporation Polaris Library Systems VTLS Equinox Software ByWater Solutions Dev
424
194
102 120 103 124 41 27 25 5 1 2013
Sup Sales Admin Other
2013 2012
Total Total
869 222 170 164 184 63 93 50 35 7 12 554 60 53 52 61 52 25 17 8 2 2 98 46 20 10 55 5 13 3 9 2 3 862 2807 1280 1250 14 40
536 385
522 369 15 7 11 27 2
361 410 255 199 97 77 18 14
50 341 341 256 199 93 86 20 13
Recent ILS Industry Contracts
Company Product
OCLC Innovative Ex Libris SirsiDynix Innovative TLC Ex Libris VTLS Polaris Biblionix WMS Sierra Alma Symphony Millennium Library.Solution
Aleph Virtua Polaris ILS Apollo
ByWater Solutions Koha PTFS LibLime LibLime Academic Koha PTFS LibLime LibLime Koha Equinox Evergreen 2009
45 30 47 18 33 55
7 18 2010
8 126 39 43 39 22 23 87
44 44 15 2011
184 206 24 122 32 48 25 13 53 79
54 7 27 21 2012
163 117 17 104 30 13 26 14 30 80
34 5 37 37 2013
92 113 31 128 1 17 25 7 30 87
68 6 30 12
Mergers and Acquisitions
Mergers and Acquisitions Detail
800 700 600 500 400 300 200 100 0
Personnel Growth / Loss
Ex Libris SirsiDynix Follett Software Company Innovative Interfaces, Inc.
New-generation Library Management
Appropriate Automation Infrastructure
Current automation products out of step with current realities Increasing proportions of library collection funds spent on electronic content Majority of automation efforts support print activities Management of e-content continues with inadequate supporting infrastructure New discovery solutions help with access to e-content Library users expect more engaging socially aware interfaces for Web and mobile
Library Automation in the Cloud
Almost all library automation vendors offer some form of “cloud-based” services Server management moves from library to Vendor Subscription-based business model Comprehensive annual subscription payment Offsets local server purchase and maintenance Offsets some local technology support
Fragmented Library Management
LMS for management of (mostly) print Duplicative financial systems between library and local government or other parent organization E-book lending platform (multiple?) Interlibrary loan (borrowing and lending) Self-service and AMH infrastructure Electronic Resource Management PC Scheduling and print management Event scheduling Digital Collections Management platforms (CONTENTdm, DigiTool, etc.) Discovery-layer services for broader access to library collections No effective integration services / interoperability among disconnected systems, non-aligned metadata schemes
Is the status quo sustainable?
ILS for management of (mostly) print Duplicative financial systems between library and campus Electronic Resource Management (non-integrated with ILS) OpenURL Link Resolver w/ knowledge base for access to full-text electronic articles Digital Collections Management platforms (CONTENTdm, DigiTool, etc.) Institutional Repositories (DSpace, Fedora, etc.) Discovery-layer services for broader access to library collections No effective integration services / interoperability among disconnected systems, non-aligned metadata schemes
Integrated (for print) Library System
Staff Interfaces: Public Interfaces:
Interfaces Business Logic
Circulation Cataloging Acquisitions Serials Online Catalog
Data Stores
BIB Holding / Items Circ Transact User Vendor $$$ Funds Policies
LMS / ERM: Fragmented Model
Staff Interfaces: Public Interfaces: Application Programming Interfaces Online Catalog Protocols: ` E-resource Procurement License Management BIB Holding / Items Circ Transact User Vendor $$$ Funds Policies E-Journal Titles Vendors License Terms
Common approach for ERM
Staff Interfaces: Public Interfaces:
Budget License Terms
Application Programming Interfaces Online Catalog BIB Holding / Items Circ Transact User Vendor $$$ Funds Policies
Titles / Holdings Vendors Access Details
Gaps in Automation
Almost no systematic automation support for references and research services Customer Relationship Management?
Resource sharing / Interlibrary loan management Collection development support
Comprehensive Resource Management
No longer sensible to use different software platforms for managing different types of library materials ILS + ERM + OpenURL Resolver + Digital Asset management, etc. very inefficient model Flexible platform capable of managing multiple type of library materials, multiple metadata formats, with appropriate workflows Support for management of metadata in bulk Continuous lifecycle chain initiated before publication
Academic Libraries need a new model of library management
Not an Integrated Library System or Library Management System The ILS/LMS was designed to help libraries manage print collections Generally did not evolve to manage electronic collections Other library automation products evolved: Electronic Resource Management Systems – OpenURL Link Resolvers – Digital Library Management Systems - Institutional Repositories
Library Services Platform
Library-specific software. Designed to help libraries automate their internal operations, manage collections, fulfillment requests, and deliver services
Services
Service oriented architecture Exposes Web services and other API’s Facilitates the services libraries offer to their users
Platform
General infrastructure for library automation Consistent with the concept of Platform as a Service Library programmers address the APIs of the platform to extend functionality, create connections with other systems, dynamically interact with data
Library Services Platform Characteristics
Highly Shared data models Knowledgebase architecture Some may take hybrid approach to accommodate local data stores Delivered through software as a service Multi-tenant Unified workflows across formats and media Flexible metadata management MARC – Dublin Core – VRA – MODS – ONIX Bibframe New structures not yet invented Open APIs for extensibility and interoperability
Library Services Platforms
Category Responsible Organization WorldShare Management Services
OCLC.
Alma
Ex Libris
Intota
Serials Solutions
Sierra Services Platform
Innovative Interfaces, Inc
Kuali OLE
Kuali Foundation
Key precepts Software model
Global network-level approach to management and discovery. Consolidate workflows, unified management: print, electronic, digital; Hybrid data model Knowledgeba se driven. Pure multi tenant SaaS Proprietary Proprietary Proprietary Service-oriented Manage library architecture Technology uplift for Millennium ILS. More open source components, consolidated modules and workflows Proprietary resources in a format agnostic approach. Integration into the broader academic enterprise infrastructure Open Source
Development Schedule
WorldShare Management Services Alma Intota
General Release in July 2011 ~200 now in production 329 libraries have signed for Alma. Over 200 in production Libraries in production by 2015
Sierra Services Platform Kuali OLE
336 contracts Version 1.0 released completed, many libraries in production Dec 2013 Version 2.0 underway Summer 2014 (~250?) implementations planned by University of Chicago and Lehigh University
Integrated Library Systems?
ILS products continue to evolve Continue to be appropriate for libraries with active physical collections Public Libraries Development trajectory must include Integration of e-book lending Service-oriented architecture Improved support for non-print materials Evolved ILS will eventually resemble library services platforms
Evolved ILS example: Polaris
Basic structure of an ILS APIs available for extensibility LEAP: development of Web-based staff interfaces Full integration of e-book discovery and lending Partnership with 3M Cloud Library Continues to see strong sales
New Library Management Model
Search: Self-Check / Automated Return Stock Management Enterprise Resource Planning Learning Management
Unified Presentation Layer Library Services Platform
API Layer ` Smart Cad / Payment systems Authentication Service Digital Coll ProQuest EBSCO … JSTOR Other Resources
Metadata Management
MARC-based cataloging prospects Library collections shifting to electronic and digital Many components of collections appropriately described with other formats: Dublin Core, VRA,
RDA
Resource Description and Access http://www.loc.gov/aba/rda/ Major change relative to resources devoted to transition Minor impact relative to operational and strategic use of metadata
BIBFRAME
Emerged from the Initiative for Bibliographic Transformation of the Library of Congress http://www.loc.gov/bibframe/ bibframe.org
Replacement for MARC (Machine Readable Cataloging), but broader in scope Encoded using RDF (Resource Description Framework) Major departure from MARC Today more conceptual than operational
New Technical processing workflows
Demand-driven acquisitions Managing records in bulk Personnel Resources distributed among acquiring and describing electronic, print, and digital resources Resource allocation should be loosely proportionate to collection budgets and high-level strategies New systems provide more flexibility to handle multiple families of metadata
Resource Management for Discovery
Web-scale Index-based Discovery
(2009- present) Search: Search Results ILS Data Digital Collections Web Site Content Institutional Repositories Aggregated Content packages Profile of Library Subscriptions Usage generated Data Customer Profile E-Journals Reference Sources Pre-built harvesting and indexing
Demise of the local catalog?
Many library services platforms do not include the concept of an online catalog dedicated to local physical inventory Designed for discovery services as public-facing interface Implication: Discovery service must incorporate detailed functionality for local materials and related services
Development / Deployment perspective
Beginning of a new cycle of transition Over the course of the next decade, academic libraries will replace their current legacy products with new platforms Not just a change of technology but a substantial change in the ways that libraries manage their resources and deliver their services
Eventual product consolidation
Alma for resource management Eventual transition of Voyager and Aleph Immediate transition of Verde SFX DigiTool for digital collections Primo / Primo Central for Discovery Rosetta for Preservation Possible integration into Alma?
Open source and Open Access
Open source development of platform services Open source infrastructure components Open APIs to expose platform services Knowledge base components Open access Community maintained Adequately resourced
Open Systems
Achieving openness has risen as the key driver behind library technology strategies Libraries need to do more with their data Ability to improve customer experience and operational efficiencies Demand for Interoperability Open source – full access to internal program of the application Open API’s – expose programmatic interfaces to data and functionality
Open Source Integrated Library Systems
Major thread in library systems development Koha Evergreen Kuali OLE
Competing Models of Library Automation
Traditional Proprietary Commercial ILS Aleph, Voyager, Millennium, Symphony, Polaris, BOOK-IT, DDELibra, Libra.se
LIBERO, Amlib, Spydus, TOTALS II, Talis Alto, OpenGalaxy Traditional Open Source ILS Evergreen, Koha New generation Library Services Platforms Ex Libris Alma Kuali OLE (Enterprise, not cloud) OCLC WorldShare Management Services, Serials Solutions Intota Innovative Interfaces Sierra (evolving)
Leveraging the Cloud
Moving legacy systems to hosted services provides some savings to individual institutions but does not result in dramatic transformation Globally shared data and metadata models have the potential to achieve new levels of operational efficiencies and more powerful discovery and automation scenarios that improve the position of libraries overall.
Development / Deployment perspective
Beginning of a new cycle of transition Over the course of the next decade, academic libraries will replace their current legacy products with new platforms Not just a change of technology but a substantial change in the ways that libraries manage their resources and deliver their services
Progressive consolidation of library services
Centralization of technical infrastructure of multiple libraries within a campus Resource sharing support Direct borrowing among partner institutions Shared infrastructure between institutions Examples: 2CUL (Columbia University / Cornell University) Orbis Cascade Alliance (37 independent colleges and universities to merge into shared LSP)
Convergence
Discovery and Management solutions will increasingly be implemented as matched sets Ex Libris: Primo / Alma Serials Solutions: Summon / Intota OCLC: WorldCat Local / WorldShare Platform Except: Kuali OLE, EBSCO Discovery Service Both depend on an ecosystem of interrelated knowledge bases API’s exposed to mix and match, but efficiencies and synergies are lost