Transcript Document

ADVANCES IN AUTOMATION:
BUSINESS AND TECHNOLOGY TRENDS
Marshall Breeding
Independent Consultant, Author, and
Founder and Publisher, Library Technology Guides
http://www.librarytechnology.org/
http://twitter.com/mbreeding
April 9, 2013
Computers in Libraries 2013
Library Technology Guides
Library Journal Automation
Marketplace



Published annually in April 1 issue
Based on data provided by each vendor
Focused primarily on North America
 Context
market
of global library automation
Sources

Library Journal Automation Marketplace Feature
 2013

edition published April 2
Perceptions Surveys
 2012
edition just published
 http://www.librarytechnology.org/perceptions2012.pl

Turnover Reports:
 http://www.librarytechnology.org/ils-
turnover.pl?Year=2012
 http://www.librarytechnology.org/ils-turnoverreverse.pl?Year=2012
Perceptions 2012



http://www.librarytechnology.org/perceptions2012.pl
Annual survey for Libraries
Satisfaction levels for
Company
 Current ILS
 Service
 Loyalty
 Migration Plans



3030 Responses
67 Countries
Perceptions Survey 2012

Product Satisfaction for Medium to Large Public Libraries
LJ Automation Marketplace
Annual Industry report published in Library Journal:
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2013: Rush to Innovate
2012: Agents of Change
2011: New Frontier: battle intensifies to win hearts, minds
and tech dollars
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
Industry Revenues
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$1.8 billion global industry
$770 million from companies involved in
the US
$475 million from US Libraries
Industry Giants

Ex Libris:
 3,729
customer libraries
 522 FTE Employed

SirsiDynix:
 3,616
libraries
 369 FTE Employed

Innovative
 341
FTE employed
 1436 libraries
Personnel Resources
Company
OCLC
Ex Libris
SirsiDynix
Follett Software Company
Innovative Interfaces, Inc.
Serials Solutions
The Library Corporation
Polaris Library Systems
VTLS Inc.
Book Systems, Inc.
EOS International
Auto-Graphics, Inc.
Dev
189
86
78
89
131
39
27
29
15
13
11
Sup
222
168
151
161
51
91
46
37
22
12
7
Sales
53
52
81
53
51
28
18
9
16
17
6
Admin
46
22
31
3
13
2
7
4
4
4
Other
12
41
31
7
20
28
4
2
3
7
Total
1250
522
369
341
341
256
199
93
86
59
50
35
Personnel Resources: Open Source
Company
PTFS -- LibLime
Equinox Software
ByWater Solutions
Dev Sup Sales Admin Other
5 16
4 6
3 12
3
3
2
8
5
4
8
2
1
Total
155
20
13
Mergers and Acquisitions Activity
Mergers and Acquisitions
Innovative Interfaces
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Majority acquisition by 2 private Equity Firms:
Huntsman Gay Global Capital + JMI Equity
New C-level management
 Kim

Massana, CEO
Subsequent Transaction: Kline sells remaining shares
and exits
III calls ceasefire with OCLC

Drops pending anti-trust lawsuit
 Library
Technology Guides resource on lawsuit:
http://www.librarytechnology.org/web/breeding/skyriv
er-vs-oclc/

Folds SkyRiver Technologies into III
 Same
ownership structure as Innovative
 Will continue to offer competitive bibliographic services
 Knowledge bases an important asset
Ex Libris Group

2012 2008 – 2012
2006 – 2008

Golden Gate Capital acquired Geac in Nov 2005
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
 Now
Golden Gate Capital
Leeds Equity Partners
Francisco Partners
Infor Library and Information Systems
Web-scale Index-based Discovery
(2009- present)
Digital
Collections
Search:
Customer
Profile
Consolidated Index
Search Results
Usagegenerated
Data
ILS Data
Web Site
Content
Institutional
Repositories
Aggregated
Content
packages
…
E-Journals
Reference
Sources
Pre-built harvesting and
indexing
Discovery Service Statistics
Discovery Product
2007 2008 2009 2010 2011 2012Installed
EBSCO Discovery Serv
~3961
Primo
12 37
53 506 111 101
1151
AquaBrowser
55 339
64
69 74
58
Encore
72 72 109
56 72
365
LS2 PAC
46
77
58 88
73
305
Summon
50 164 214 158
504
SirsiDynix Enterprise
16
75 100 102
328
Civica Sorcer
7
12 22
3
Axiell Arena
61
57 33 104
247
Chamo
10
34
7
23
86
Recent ILS Industry Contracts
Company
OCLC
Innovative Interfaces
Ex Libris
SirsiDynix
Innovative Interfaces
Library Corporation
Ex Libris
VTLS
Polaris
Biblionix
ByWater Solutions
PTFS LibLime
PTFS LibLime
Equinox Software
Product
WMS
Sierra
Alma
Symphony
Millennium
Library.Solution
Aleph
Virtua
Polaris ILS
Apollo
Koha
LibLime Academic Koha
LibLime Koha
Evergreen
2009
2010
45
30
47
18
33
55
7
8
126
39
43
39
22
23
87
44
18
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
Transition to Library Services Platforms

New platforms take the stage
 Ex
Libris Alma, OCLC WorldShare Management
Services, Serials Solutions Intota, Kuali OLE, Innovative
Interfaces Sierra(others?)
 Basic design to manage resources of all formats and
media
 Reliance on collaboratively built and shared data
models
 Deployed through cloud technologies
Integrated (for print) Library System
Public Interfaces:
Staff Interfaces:
Interfaces
Business
Logic
Data
Stores
Circulation
BIB
Cataloging
Holding
/ Items
Circ
Transact
Acquisitions
User
Serials
Vendor
Online
Catalog
$$$
Funds
Policies
2005 – Present ILS / ERM
Fragmentation
Staff Interfaces:
Public Interfaces:
Application Programming Interfaces
CirculationCatalogingAcquisitions Serials
BIB
Online
Catalog
Protocols: CORE
`
Holding Circ
$$$
User Vendor
Policies
/ ItemsTransact
Funds
E-resource
License
Procurement Management
E-Journal
Titles
Vendors
License
Terms
New Library Management Model
Unified Presentation Layer
Search:
Library Services
Platform
API Layer
`
Digital
Coll
Consolidated index
Self-Check /
Automated
Return
ProQuest
EBSCO
…
JSTOR
Stock
Management
Enterprise
Resource
Planning
Learning
Management
Other
Resources
Smart Cad /
Payment
systems
Authentication
Service
Library Services Platforms
Category
WorldShare
Alma
Management
Services
OCLC.
Ex Libris
Intota
Key precepts
Global
network-level
approach to
management
and discovery.
Consolidate
workflows,
unified
management:
print,
electronic,
digital;
Hybrid data
model
Knowledgeba
se driven.
Pure multitenant SaaS
Software model
Proprietary
Proprietary
Proprietary
Responsible
Organization
Serials
Solutions
Sierra
Services
Platform
Innovative
Interfaces, Inc
Kuali OLE
Service-oriented
architecture
Technology
uplift for
Millennium ILS.
More open
source
components,
consolidated
modules and
workflows
Proprietary
Manage library
resources in a format
agnostic approach.
Integration into the
broader academic
enterprise
infrastructure
Kuali Foundation
Open Source
Library Services Platform
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Library-specific software. Designed to help libraries
automate their internal operations, manage collections,
fulfillment requests, and deliver services
Services
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Service oriented architecture
Exposes Web services and other API’s
Facilitates the services libraries offer to their users
Platform
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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
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Highly Shared data models
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Delivered through software as a service
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Multi-tenant
Unified workflows across formats and media
Flexible metadata management
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Knowledgebase architecture
Some may take hybrid approach to accommodate local data
stores
MARC – Dublin Core – VRA – MODS – ONIX
Bibframe
New structures not yet invented
Open APIs for extensibility and interoperability
Development Schedule
WorldShare
Management
Services
Alma
Intota
Sierra Services
Platform
Kuali OLE
General
Release in July
2011
~100 now in
production
Several
development
partners and
early
adopters in
production
Libraries in
production by
2014
200+ contracts
completed, many
libraries in
production
(~100?)
Version 1.0 expected
Dec 2013
Partners begin
migration in 2013
Integrated Library Systems?

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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
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Basic structure of an ILS
APIs available for extensibility
Full integration of e-book discovery and lending
 Partnership

with 3M Cloud Library
Continues to see strong sales
Notable Companies
OCLC
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Non-profit corporation based in Dublin Ohio
$203.5 million revenue 2011/12 fiscal year
$57 million in scope of automation industry
Owned and Governed by membership: Board of
Trustees, Global and Regional Councils
Lawsuit between SkyRiver / Innovative vs OCLC
withdrawn
Annual Reports available:

http://www.oclc.org/news/publications/annualreports/201
2/2012.pdf
Ex Libris
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Largest company in the industry
Formidable competition for Academic Libraries
Global marketing strength
 Europe,
Asia, North America
 Latin American distributor

Longstanding business strategy based on research
and development
 189
personnel in development out of 522
Ex Libris Product Strategy

Legacy ILS remain viable and profitable
 Aleph
– Many national and large research library
installations
 Voyager – Many national and academic research
 Customer

base seeing some erosion to competing systems
Alma developed as replacement for Aleph,
Voyager and to attract new academic clients
 Academic
for Alma
libraries running non-specialized ILS targets
Serials Solutions
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
Focus on Academic Libraries
Summon: first Web-scale Discovery Service
 Summon

2.0 announced for summer 2013
Intota: Planned Library Services Platform
Polaris
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
Major competitor for public libraries
Mid-sized company (86 employees)
Focus:
 Market:
US Public Libraries
 Technology: MS Windows platform

Strong customer service performance
Polaris user interface strategy

Positions PowerPAC as discovery service
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Relevancy, facets, book jackets, etc.
Almost all implementations use PowerPAC except
when already in place:
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Phoenix: Endeca
Boston Public: BiblioCommons
E-book integration with 3M Library Systems

Example of aggressive integration strategy
SirsiDynix

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Continues to see new sales, especially
internationally
Two flagship ILS products: Horizon and Symphony


Symphony winning new sites, mostly outside the US
Revival of development and support for Horizon
SirsiDynix Product Strategy
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

Layer new technologies on the old
Web Services layer for Horizon and Symphony
New “BLUE Cloud” suite
Enterprise
 Portfolio
 BookMyne
 Social Library (Facebook app)


eResource Central
e-resource management and discovery (mostly e-books)
 1-click check-out and download of e-books

Open Source Integrated Library
Systems

Major thread in library systems development
 Koha
 Evergreen
 Kuali
OLE
Open Source Automation Systems

Koha



Evergreen


Small to mid-sized public and academic libraries
Used by several consortia (SKLS)
Designed for Library Consortia
Kuali OLE

Designed for large research libraries
Koha Libraries Worldwide
Evergreen

Popular system for state funded initiatives
 Georgia
Pines
 Virginia Evergreen
 Indiana Evergreen
 Pennsylvania Integrated Library System: SPARKS
 Massachusetts: CW/MARS, Bibliomation, Merimack
 British Columbia SITKA
 North Carolina Cardinal
 Vermont: new Catamount project
Evergreen Libraries Worldwide
Kuali OLE
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



Enterprise level library services platform
Financial and in-kind contributions from investing
institutions
Matched by the Andrew W. Mellon Foundation
Major academic libraries in the US involved as
original investing partners
UK: Senate House Library + Bloomsbury Colleges
now committed in principal
Kuali OLE Timetable



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
In development since 2009
Some libraries may go live in 2013
Additional grant from Mellon Foundation in 2012 to
extend development
Version 1.0 scheduled for Dec 2013
GOKb project started in 2012 for e-resource
management
Time to Invest in Technology




Libraries in general lack the proper tools to manage
and deliver access to their reshaped collections
Library and campus tools may seem stilted and
primitive relative to what students experience
outside the campus domain
Tradition of under-investment and deferred
maintenance or replacements of technology
infrastructure in the library
Dearth of transformative technology options?
Time to engage



Transition to new technology models just underway
More transformative development than in previous
phases of library automation
Opportunities to partner and collaborate
 Vendors


want to create systems with long-term value
Question previously held assumptions regarding the
shape of technology infrastructure and services
Provide leadership in defining expectations
Questions and discussion