Transcript Blending evolution with revolution:

CURRENT TRENDS IN LIBRARY
MANAGEMENT SYSTEMS
Marshall Breeding
Director for Innovative Technology and Research
Vanderbilt University Library
Founder and Publisher, Library Technology Guides
http://www.librarytechnology.org/
http://twitter.com/mbreeding
03 February 2011
Axiell Users Conference
Abstract
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Marshall Breeding will present his view of the
current state of the art of library management
systems, the role of discovery products to improve
end-user experiences, and give some perspective on
what's emerging in the near future in the
technologies that libraries will need to manage their
operations and to provide services to their users.
Current state of the industry
Library Technology Guides
Public Libraries in Denmark
Libraries in Sweden – Map view
http://www.librarytechnology.org/map.pl?Country=Sweden
lib-web-cats coverage of Axiell
countries
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Map view
http://www.librarytechnology.org/map.pl?Country=Sweden
 http://www.librarytechnology.org/map.pl?Country=Finland
 http://www.librarytechnology.org/map.pl?Country=Denmar
k
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Listings
http://www.librarytechnology.org/libraries.pl?Country=Swe
den
 http://www.librarytechnology.org/libraries.pl?Country=Finl
and
 http://www.librarytechnology.org/libraries.pl?Country=Den
mark
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LMS market in Denmark Public
Libraries
LMS deployments in Sweden -Academic
LMS deployments in Sweden -- Public
UK LMS Deployments (libraries)
LMS deployments in Germany
Dynamics of the ILS market
ILS Deployments in Germany
Lib-web-cats Technology Profile
Lib-web-cats extended for RFID
Products
Lib-web-cats tech profile
Library Journal Automation
Marketplace
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Published annually in April 1 issue
Based on data provided by each vendor
Focused primarily on North America
 Context
market
of global library automation
LJ Automation Marketplace
Annual Industry report published in Library Journal:
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2011: ??
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
New Models…
…no
longer an industry where
companies compete on the basis of
the best or the most features in
similar products but one where
companies distinguish themselves
through products and services that
define different futures for their
library customers.
Core Systems…
Although ILS sales no longer
completely define the library
automation market, new sales and
ongoing support of these flagship
products continue as the largest
and most reliable revenue stream.
Trends in Scandinavia
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Local companies and products consolidated into Axiell
Very little presence of external international companies
Millennium (Innovative Interfaces)
 Aleph 500 – Limited presence – many shifted to Axiell
products
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More international systems in Academic Libraries
Moving toward new public portal through Axiell Arena
Little movement toward open source LMS
Very high adoption of RFID technologies
Compared to North America
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Significant consolidation, yet no vendor dominates
entirely
Library services available reliant on state and local
government initiatives and resources
Movement toward open source ILS – regional and
state-wide projects underway
Key Context: Libraries in Transition
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Shift from Print > Electronic
Increasing emphasis on subscribed content,
especially articles and databases
Strong emphasis on digitizing local collections
Demands for enterprise integration and
interoperability
Key Context: Library Users in Transition
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New generations of library users:
 Millennial
generation
 Self
sufficient – reluctant to seek assistance
 Perceive themselves as competent to use information tools
without help
 Web
savvy / Digital natives
 Pervasive Web 2.0 concepts /
 Inherently collaborative work styles
Key Context: Technologies in transition
 XML
/ Web services / Service-oriented Architecture
 Beyond Web 2.0
 Integration
 Local
computing shifting to cloud platforms
 SaaS
 Full
of social computing into core infrastructure
/ private cloud / public cloud
spectrum of devices
 full-scale
/ net book / tablet / mobile
 Mobile the current focus, but is only one example of device
and interface cycles
Dynamics of the Library Automation
Scene
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Evolutionary ILS
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Revolutionary ILS
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Open source and Proprietary alternatives
http://www.uoguelph.ca/theportico/science/people/
Evolutionary path
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Gradual enhancement of long-standing ILS platforms
Wrap legacy code in APIs and Web services
SirsiDynix
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Innovative
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Unicorn (+Horizon functionality) > Symphony
INNOVAQ > INNOPAC > Millennium > Encore
Civica
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Urica > Spydus
(Urica Integrated Systems, Amalgamated Wireless Australia, McDonnell
Douglas Information Systems, Sanderson)
Competing Models of Library
Automation
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Traditional Proprietary Commercial ILS
Millennium, Symphony, Polaris
 BOOK-IT, DDELibra, Libra.se
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Traditional Open Source ILS
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Clean slate automation framework (SOA, enterpriseready)
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Evergreen, Koha
Ex Libris URM, OLE Project
Cloud-based automation system
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WorldCat Local (+circ, acq, license management)
Rethinking library automation
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Fundamental assumption: Print + Digital = Hybrid libraries
Traditional ILS model not adequate for hybrid libraries
Libraries currently moving toward surrounding core ILS with
additional modules to handle electronic content
New discovery layer interfaces replacing or supplementing ILS
OPACS
Working toward a new model of library automation
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Monolithic legacy architectures replaced by fabric of SOA applications
Comprehensive Resource Management
“It's Time to Break the Mold of the Original ILS” Computers in Libraries Nov/Dec 2007
Open Systems
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Achieving openness has risen as the key driver
behind library technology strategies
Open source
Open API’s
Demand for Interoperability
Libraries need to do more with their data
Ability to improve customer experience
New Library Management Model
Discovery Service
Search:
Self-Check /
Automated
Return
Search
Engine
API Layer
`
Consolidated index
Library Management
System
Digital
Coll
ProQuest
EBSCO
…
JSTOR
Stock
Management
Other
Resources
Enterprise
Resource
Planning
Learning
Management
Smart Cad /
Payment
systems
Authentication
Service
LMS as Middleware
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LMS provides strategic core of automation
Less involved with end-user contact
 Discovery
for Web-based collection discovery and user
services
 Self-service stations for loans and returns
 Smart-card and payment systems
Academic Library Issues
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Greater concern with electronic resources
Management: Need for consolidated approach that
balances print and electronic workflows
Access: discovery interfaces that maximize the value
of investments in electronic content
LMS / Electronic Resource Management
Staff Interfaces:
Public Interfaces:
Application Programming Interfaces
CirculationCatalogingAcquisitions Serials
BIB
Online
Catalog
Protocols: CORE
`
Holding Circ
$$$
User Vendor
Policies
/ ItemsTransact
Funds
E-resource
License
Procurement Management
E-Journal
Titles
Vendors
License
Terms
LMS / Electronic Resource Management
Staff Interfaces:
Public Interfaces:
Application Programming Interfaces
Circulation
BIB
Cataloging
Holding
/ Items
Circ
Transact
Acquisitions
Print +
Electronic
User
Serials +
e-resources
Vendor
$$$
Funds
License
manager
Policies
Online
Catalog
License
Terms
Public Library Issues
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Enhance the experience of library patrons
Management and access to physical resources
Self-service through the Web portal:
 View
current loans, perform holds, renewals, pay fines
and fees
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Self-service in the physical library
 RFID-based
self-issue and returns
 Helps the library deploy service personnel for highest
impact
New models of Library Collection
Discovery
From local discovery to Web-scale discovery
Evolution of library collection discovery
tools
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Bound handwritten catalogs
Card Catalogs
Library online catalogs – OPACs
Next-Gen Catalogs / Discovery interfaces
Social Discovery
Web-scale discovery services
Comprehensive presentation layer services
Bound Catalog
National Library of Colombia
Card Catalog
National Library of Argentina
Card Catalog
National and University Library, Slovenia
Card Catalog
Card Catalog
University of Kansas Library
Online Card Catalog
Salem International University
Computerized card catalog
Online Catalog
Search:
Search Results
ILS Data
Web-based online catalog
Disjointed approach to information and
service delivery
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Silos Prevail
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Books: Library OPAC (ILS module)
Articles: Aggregated content products, e-journal collections
OpenURL linking services
E-journal finding aids (Often managed by link resolver)
Subject guides (e.g. Springshare LibGuides)
Local digital collections
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ETDs, photos, rich media collections
Metasearch engines
All searched separately
Federated Search
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Simultaneous search of library catalog and selected
remote resources of electronic content
Based on live, dynamic queries cast to multiple
targets
Limited result sets, slow performance
Search and retrieval protocols: Z39.50, XML
gateways
Federated Search
ILS Data
Digital
Collections
Search:
ProQuest
Search Results
EBSCOhost
…
MLA
Bibliography
ABC-CLIO
Real-time query and
responses
Modernized Interface
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Single search box
Query tools
Did you mean
 Type-ahead
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Relevance ranked results
Faceted navigation
Enhanced visual displays
Cover art
 Summaries, reviews,
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Recommendation services
Discovery Products
Decoupled from ILS
Discovery Interface
Search:
ILS Data
Local
Index
Digital
Collections
ProQuest
Search Results
MetaSearch
Engine
EBSCOhost
…
MLA
Bibliography
ABC-CLIO
Real-time query and
responses
Endeca
AquaBrowser
AquaBrowser
AquaBrowser
LS2 PAC
VuFind
VuFind: Villanova University
Differentiation in Discovery
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Products increasingly specialized between public
and academic libraries
Public libraries: emphasis on engagement with
physical collection
Academic libraries: concern for discovery of
heterogeneous material types, especially books +
articles + digital objects
Discovery from Local to Web-scale
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Initial products focused on technology
 AquaBrowser,
Endeca, Primo, Encore, VuFind
 Mostly locally-installed software
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Current phase focused on pre-populated indexes
that aim to deliver Web-scale discovery
 Summon
(Serials Solutions)
 WorldCat Local (OCLC)
 EBSCO Discovery Service (EBSCO)
 Primo Central
 Encore with Article Integration
Web-scale Discovery
Search Results
Consolidated Index
Search:
ILS Data
Digital
Collections
ProQuest
EBSCOhost
…
MLA
Bibliography
ABC-CLIO
Pre-built harvesting and
indexing
Web-scale search Competitors
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Serials Solutions
 Summon
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EBSCO Publishing
 EBSCO
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Ex Libris
 Primo
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Discovery Service
Central
OCLC
 WorldCat
Local
Summon
EBSCO Discovery Service
Primo / Primo Central
DBC Discovery Platform
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Ting
Service-oriented architecture
Open source components
 Fedora,
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SOLR, Lucene
Brønd Data Well
Social Discovery
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Builds on modernized library catalog interfaces
Strong emphasis on Web 2.0 concepts
Users invited to contribute reviews, ratings, preferences,
reading lists, etc.
User-supplied data becomes part of the discovery
process
Users help each other to find interesting library
materials
Example: Leverage use data for a recommendation
service of scholarly content based on link resolver data:
Ex Libris bX service
Social Discovery
Search Results
Local Index
Search:
ILS Data
Digital
Collections
Web site
data
…
User
Contributed
Content
BiblioCommons
BiblioCommons
SoPAC
SoPAC
Comprehensive User Services Portal
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Discovery + Managed User Services
New line of products that provide a presentation
layer that replaces the entire functionality of the
Web site in addition to providing discovery services
Current products mostly in Europe
Axiell – Arena
Infor – Iguana
Comprehensive User Portal
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Full replacement for Web-based online catalog
Content management for Web site content
Full suite of Web 2.0 modules
Library-specific functionality widgets
Library hours, locations
Library News
Blogs
Recently acquired materials, featured content
All created through management console
Axiell Arena
Axiell Arena
Axiell Arena
Delivering library services to mobile
devices
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Increased expectation
for access to services
through mobile
Library services:
Mobile web
 Apps
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Transmit library
notices through SMS
Carefully select
functionality appropriate
for mobile
Tablet computing
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Tablet computers have been around for a while, but
the introduction of Apple’s iPad increases popularity
High-quality
device for
content consumption
Access to library
services and
content
http://www.csmonitor.com/Science/2010/0524/A-rundown-of-the-best-iPad-astronomy-apps
NCSU Mobile
Next-Gen Library Catalogs
Marshall Breeding
Neal-Schuman Publishers
March 2010
Volume 1 of The Tech Set
Questions and discussion
Thanks!