CONNSCU LIBRARY TECHNOLOGY PERSPECTIVES

Marshall BreedingIndependent Consult, Author, Founder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreeding

July 16, 2012 All ConnSCU Day for Library Staff

ConnSCU Background Mergers and Apprehension, Inside Higher

Ed. Nov. 22, 2011“Connecticut’s community colleges now share both a governing board and a bad state budget with the Connecticut State University System.”Inside Higher Ed http://www.insidehighered.com/news/2011/11/22/connecticut-merges-community-colleges-and-four-year-system

Library Technology Guides

www.librarytechnolog

y.org

ILS Turnover Report

ILS Turnover Report -- Reverse

Mergers and Acquisitionshttp://www.librarytechnology.org/automationhistory.pl

Topic: Technology Trends• What technologies or technology

trends (disruptive or otherwise!) should we be paying close attention to and/or incorporating in ConnSCU strategic initiatives? How will new technologies or technology trends influence the way services are delivered to our clienteles, and will different staff skill sets, workflows, etc. need cultivating?

Key Context: Libraries in Transition Academic Shift from Print > Electronic

E-journal transition largely complete Circulation of print collections slowing E-books now in play (consultation > reading)

Public: Emphasis on Patron Engagement Increased pressure on physical facilities Increased circulation of print collections Dramatic increase in interest in e-books

All libraries: Need better tools for access to complex multi-format

collections Strong emphasis on digitizing local collections Demands for enterprise integration and interoperability

Key Context: Technologies in transition

Client / Server > Web-based computing Beyond Web 2.0

Integration of social computing into core infrastructure

Local computing shifting to cloud platforms Application Service Provider offerings standard New expectations for multi-tenant software-as-a-

service Full spectrum of devices

full-scale / net book / tablet / mobile Mobile the current focus, but is only one example of

device and interface cycles

Key Text: Changed expectations in metadata management Moving away from individual record-by-record creation Life cycle of metadata

Metadata follows the supply chain, improved and enhanced along the way as needed

Manage metadata in bulk when possible E-book collections

Highly shared metadata E-journal knowledge bases, e.g.

Great interest in moving toward semantic web and open linked data Very little progress in linked data for operational systems AACR2 > RDA MARC > RDF (recent announcement of Library of Congress)

Each Library Type Distinctive Academic – Public – School – Special Academic: Emphasis on subscribed electronic

resources Public: Engaged in the management of print

collections Dramatic increase in interest in E-books

School: Age-appropriate resources (print and Web), textbook and media management

Special: Enterprise knowledge management (Corporate, Law, Medical, etc)

Cooperation and Resource sharing Efforts on many fronts to cooperate and

consolidate Many regional consortia merging

(Example: suburban Chicago systems) State-wide or national implementations Software-as-a-service or “cloud” based

implementations Many libraries share computing

infrastructure and data resources

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

Academic Library Issues Greater concern with electronic

resources Management: Need for consolidated

approach that balances print, digital, and electronic workflows

Access: discovery interfaces that maximize the value of investments in electronic content

Cloud Computing Major trend in Information Technology Few organizations have core competence in large-

scale computer infrastructure management Essentially outsourcing of server housing and

management Usually based on a consumption-based business

model Most new automation products delivered through

some flavor of cloud computing Many flavors to suit business needs: public,

private, hybrid

Software as a Service Multi Tennant SaaS is the modern

approach One copy of the code base serves multiple

sites Software functionality delivered entirely

through Web interfaces No workstation clients

Upgrades and fixes deployed universally Usually in small increments

Data as a service SaaS provides opportunity for highly shared data models WorldCat: one globally shared copy that serves all

libraries Primo Central: central index of articles maintained by Ex

Libris shared by all libraries implementing Primo / Primo Central

KnowledgeWorks database of of e-journal holdings shared among all customers of Serials Solutions products

General opportunity to move away from library-by-library metadata management to globally shared workflows

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

Mobile Computing

Topic: Cooperation and Discovery How can the libraries of the newly formed CT

State Colleges and Universities (ConnSCU) leverage its human, technological, and financial resources to provide exemplary and innovative library services? Are there examples of consortia that have done this successfully and how did they accomplish it? What is the current definition of a discovery service? What are the challenges to newly formed consortia where the members have long operated separately and have complementary but different missions and student populations.

What is a reasonable scale of cooperative implementation?

Other Academic Library Examples

Connecticut Flagship University of Connecticut

system separate ConnSCU

Connecticut State Library 4 Connecticut State Universities

CONSULS shared Millennium system Community Colleges

12 College Libraries Shared Voyager system

Florida University and Community Colleges

FCLA Florida Center for Library Automation 11 University Library Systems Transition from multiple Aleph institutions to one Mango discovery service remains

CCLA College Center for Library Automation 82 college campus libraries in 66 cities

Florida Distance Learning Consortium Florida Center for Advising and Academic

Support Florida Virtual Campus

Orbis Cascade Alliance 37 academic libraries in Oregon,

Washington and Idaho www.orbiscascade.org Currently operating separate ILS

products Working toward a shared ILS

Short list = Sierra or Alma

City University of New York Libraries

19 Campus Libraries Shared Aleph implementation

Use native Aleph catalog

California University of California system

Shared Melvyl catalog Aleph > WorldCat Local Separate ILS implementations

California State University System 440,000 students and faculty in 23

universities System-wide purchase of Summon

University of Georgia System 13 million bibliographic records 13.9

million items 35 institutions Galileo Interconnected Libraries Voyager for ILS VuFind for discovery across all libraries http://gil.usg.edu/gilhome/docs/GIL_fact_sheet.pdf

Limits of Shared Implementations Hardware and software scales infinitely Size of databases not restricted Limitations:

Complexity of policies Independence of institutions Local control Shared governance

Challenge: Disjointed approach to information and service delivery Library Web sites offer a menu of unconnected silos:

Books: Library OPAC (ILS online catalog 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

ETDs, photos, rich media collections Metasearch engines Discovery Services – often just another choice among many

All searched separately

Online Catalog

Books, Journals, and Media at the Title Level

Not in scope: Articles Book Chapters Digital objects Web site content Etc.

Scope of SearchSearch:

Search Results

ILS Data

Next-gen Catalogs or Discovery Interface (2002-2009) Single search box Query tools

Did you mean Type-ahead

Relevance ranked results (for some content sources)

Faceted navigation Enhanced visual displays

Cover art Summaries, reviews,

Recommendation services

Discovery Interface search modelSearch: Digital

Collections

ProQuest

EBSCOhost

…MLA

Bibliography

ABC-CLIO

Search Results

Real-time query and responses

ILS Data

Local Index

MetaSearch Engine

Discovery Products

http://www.librarytechnology.org/discovery.pl

Differentiation in Discovery 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 Initial products focused on technology

AquaBrowser, Endeca, Primo, Encore, VuFind, LIBERO Uno, Civica Sorcer, Axiell Arena Mostly locally-installed software

Current phase is focused on pre-populated indexes that aim to deliver Web-scale discovery Primo Central (Ex Libris) Summon (Serials Solutions) WorldCat Local (OCLC) EBSCO Discovery Service (EBSCO) Encore with Article Integration (no index, though)

Web-scale Index-based DiscoverySearch:

Digital Collections

Web Site ContentInstitution

al Repositori

es

…E-Journals

Reference Sources

Search Results

Pre-built harvesting and indexing

Consolidated Index

ILS Data

Aggregated Content packages

(2009- present)

Web-scale Search ProblemSearch:

Search Results

Pre-built harvesting and indexing

Consolidated Index

???

Non Participating

Content SourcesProblem in how to deal with

resources not provided to ingest into consolidated index

Digital Collections

Web Site ContentInstitution

al Repositori

es

…E-Journals

ILS Data

Aggregated Content packages

Encore Synergy

Search: Digital Collections

ProQuest

…Local Index

ILS Data

Web

Services

Local Index Results

Local Index Results

Remote Search Results

EBSCOhost

…MLA

Bibliography

ABC-CLIO

Consolidated index

Search Engine

Unified Presentation LayerSearch:

Digital Coll

ProQuest

EBSCO…

JSTOR

Other Resour

ces

New Library Management Model

`API Layer

Library Services Platform

LearningManageme

nt

Enterprise ResourcePlanning

StockManageme

nt

Self-Check /

Automated Return

Authentication

Service

Smart Cad /

Payment systems

Discovery

Service

Adoption of Discovery Services Next-gen catalogs or discovery services

have been around since 2002 Many mature products Continuing to evolve and expand Online catalog components of ILS

products have taken on many of the characteristics of discovery layers Examples: LS2 PAC, Polaris PowerPAC

Discovery Service Installations

Discovery Product 2007 2008 2009 2010 2011 InstalledPrimo 12 37 53 506 111 914AquaBrowser 55 339 64 69 74 254Encore 72 72 109 56 72 326LS2 PAC   46 77 58 88 236Summon     50 164 214 407Enterprise   16  75 100 251Civica Sorcer     7 12 22 39Axiell Arena     61 57 33 76Chamo     10 34 7 51

EBSCO Discovery Service

Global Primo Installations

Summon Global Adoption

Expanding the Depth of Discovery

Citations / Metadata > Full Text Citations or structured metadata provide

key data to power search & retrieval and faceted navigation

Indexing Full-text of content amplifies access

Important to understand depth indexing Currency, dates covered, full-text or citation Many other factors

Full-text Book indexing HathiTrust: 11 million volumes, 5.3

million titles, 263,000 serial titles, 3.5 billion pages

HathiTrust in Discovery Indexes Primo Central (Jan 20, 2012) [previously

indexed only metadata] EBSCO Discovery Service (Sept 8 2011) WorldCat Local (Sept 7, 2011) Summon (Mar 28, 2011)

Challenge for Relevancy Technically feasible to index hundreds of

millions or billions of records through Lucene or SOLR

Difficult to order records in ways that make sense

Many fairly equivalent candidates returned for any given query

Must rely on use-based and social factors to improve relevancy rankings

Quest for Improved Relevancy Example: Ex Libris Primo ScholarRank

Relevancy tuned for scholarly content Uses bX data to assign score that reflects

scholarly importance Able to weight by disciplines and filter by

other factors for signed-in users Now available in Primo Version 4

Challenges for Collection Coverage To work effectively, discovery services

need to cover comprehensively the body of content represented in library collections

What about publishers that do not participate?

Is content indexed at the citation or full-text level?

What are the restrictions for non-authenticated users?

How can libraries understand the differences in coverage among competing services?

Evaluating the Coverage of Index-based Discovery Services Intense competition: how well the index covers the

body of scholarly content stands as a key differentiator

Difficult to evaluate based on numbers of items indexed alone.

Important to ascertain now your library’s content packages are represented by the discovery service.

Important to know what items are indexed by citation and which are full text

Important to know whether the discovery service favors the content of any given publisher

Open Discovery Initiative NISO Work Group to Develop Standards

and Recommended Practices for Library Discovery Services Based on Indexed Search

Informal meeting called at ALA Annual 2011

Co-Chaired by Marshall Breeding and Jenny Walker

Term: Dec 2011 – May 2013

Balance of ConstituentsLibraries

Publishers

Service Providers

53

Marshall Breeding, Vanderbilt UniversityJamene Brooks-Kieffer, Kansas State University Laura Morse, Harvard UniversityKen Varnum, University of Michigan

Anya Arnold, Orbis Cascade AllianceSara Brownmiller, University of OregonLucy Harrison, College Center for Library Automation (D2D liaison/observer)

Lettie Conrad, SAGE PublicationsBeth LaPensee, ITHAKA/JSTOR/PorticoJeff Lang, Thomson Reuters

Linda Beebe, American Psychological Assoc

Aaron Wood, Alexander Street Press

Jenny Walker, Ex Libris GroupJohn Law, Serials SolutionsMichael Gorrell, EBSCO Information Services

David Lindahl, University of Rochester (XC)Jeff Penka, OCLC (D2D liaison/observer)

Timeline

Milestone Target Date Status

Appointment of working group December 2011

Approval of charge and initial work plan March 2012

Agreement on process and tools June 2012

Completion of information gathering October 2012

Completion of initial draft January 2013

Completion of final draft May 2013

54

ODI Project Goals: Identify … needs and requirements of the three

stakeholder groups in this area of work. Create recommendations and tools to streamline

the process by which information providers, discovery service providers, and librarians work together to better serve libraries and their users.

Provide effective means for librarians to assess the level of participation by information providers in discovery services, to evaluate the breadth and depth of content indexed and the degree to which this content is made available to the user.

The rise of e-books Academic libraries: e-books included in

aggregated content packages E-books used primarily for research and

consultation, not long reading Public Libraries: Subscriptions to e-book

services that provide an outsourced collection of loanable e-books

K-12 Schools, Colleges, Universities: interest in electronic textbooks

Integrating e-Books into Library Automation Infrastructure

Current approach involves mostly outsourced arrangements

Collections licensed wholesale from single provider

Hand-off to DRM and delivery systems of providers

Loading of MARC records into local catalog with linking mechanisms

No ability to see availability status of e-books from the library’s online catalog or discovery interface

Technology Issues Access to materials controlled through Digital

Rights Management Closed ecosystems that control content through

identity management and rights policies Imposes significant overhead on the user

experience: Download an install DRM components Establish user credentials in site trusted by DRM Works only with devices that comply with DRM

restrictions

Decoupled Discovery? Decoupled interfaces emerged from broken online

catalogs Poor interfaces, inadequate scope

Inefficient integration between automation and discovery platforms

New wave of more tightly integrated suites: Ex Libris Alma > Primo / Primo Central OCLC WorldShare Management Services > WorldCat Local Serials Solutions Intota > Summon

Still possible to decouple, but more effort, worse results Exceptions: EBSCO Discovery Service, VuFind,

Blacklight, Kuali OLE

Next-Gen Library Catalogs

Marshall BreedingNeal-Schuman PublishersMarch 2010

Volume 1 of The Tech Set

Topic: New Generation Management

• The new web scale management systems (AKA new ILSs). What do these new systems offer that our current systems (Voyager and Millennium) do not?  What is the relationship between existing discovery platforms and new generation ILSs currently and how do you think it will evolve in the future? To what extent does current (or anticipated) technology suggest that a single platform is the preferred solution for a 17 member library system?

International Perceptions Surveyhttp://www.librarytechnology.org/perceptions2011.pl

Library Journal Automation Marketplace

Published annually in April 1 issue Based on data provided by each vendor Focused primarily on North America

Context of global library automation market

Annual Industry report published in Library Journal: 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

LJ Automation Marketplace

Agents of Change… As development efforts near

completion on a new slate of automation products, vendors are beginning to pull out all the stops to monetize them. A new round of competition is heating up to place these new products in libraries, replacing their own legacy products and aiming to displace those of other companies. 

Recent ILS Industry ContractsCompany Product 2009 201

02011

OCLC WorldShare Management Services 184Innovative Interfaces Sierra   206Ex Libris Alma 8 24SirsiDynix Symphony  - 126 122Innovative Interfaces, Inc.

Millennium 45 39 32

The Library Corporation

Library.Solution 30 43 48

Ex Libris Aleph 47 39 25VTLS Inc. Virtua 18 22 13Polaris Library Systems

Polaris ILS 33 23 53

Biblionix Apollo 55 87 79ByWater Solutions Koha 7 44 54PTFS LibLime LibLime Academic Koha     7PTFS LibLime LibLime Koha   44 27Equinox Software Evergreen 18 15 21Equinox Software Koha     6

Appropriate Automation Infrastructure

Current automation products out of step with current realities

Majority 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

“Paradigm Shift” Thomas S. Kuhn

The Structure of Scientific Revolutions (1962)

Properly used to describe the major transitions such as that from the Ptolemaic view to that of Copernicus

Used less properly to designate less grand shifts in science, culture, or technology

Transition to Web-scale Technologies

Web-scale: a characterization or marketing tag that denotes a comprehensive, highly-scalable, globally shared model

Web-scale: One of the key characteristics of emerging library management and discovery services

Displaces applications or data models targeting individual libraries in isolation

Discovery: index-based search Management: Library Services Platforms

New-generation Library Management

Cloud Computing Major trend in Information Technology Term “in the cloud” has devolved into

marketing hype, but cloud computing in the form of multi-tenant software as a service offers libraries opportunities to break out of individual silos of automation and engage in widely shared cooperative systems

Opportunities for libraries to leverage their combined efforts into large-scale systems with more end-user impact and organizational efficiencies

Fundamental technology shift Mainframe computing Client/Server Cloud Computing

http://www.flickr.com/photos/carrick/61952845/http://soacloudcomputing.blogspot.com/2008/10/cloud-computing.html

http://www.javaworld.com/javaworld/jw-10-2001/jw-1019-jxta.html

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

Software as a Service Multi Tennant SaaS is the modern

approach One copy of the code base serves multiple

sites Software functionality delivered entirely

through Web interfaces No workstation clients

Upgrades and fixes deployed universally Usually in small increments

Data as a service SaaS provides opportunity for highly shared data

models WorldCat: one globally shared copy that serves all

libraries Primo Central: central index of articles maintained by

Ex Libris shared by all libraries implementing Primo / Primo Central

KnowledgeWorks database of e-journal holdings shared among all customers of Serials Solutions products

General opportunity to move away from library-by-library metadata management to globally shared workflows

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.

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

Circulation

BIB

Staff Interfaces:

Holding / Items

CircTransact User Vendor Policies$$$

Funds

Cataloging Acquisitions Serials OnlineCatalog

Public Interfaces:

Interfaces

BusinessLogic

DataStores

LMS / ERM: Fragmented Model

Circulation

BIB

Staff Interfaces:

Holding / Items

CircTransactUserVendor Policies$$$

Funds

CatalogingAcquisitionsSerials OnlineCatalog

Public Interfaces:

Application Programming Interfaces`

LicenseManagement

LicenseTerms

E-resourceProcurement

VendorsE-JournalTitles

Protocols: CORE

Common approach for ERM

Circulation

BIB

Staff Interfaces:

Holding / Items

CircTransactUserVendor Policies$$$

Funds

CatalogingAcquisitionsSerials OnlineCatalog

Public Interfaces:

Application Programming Interfaces

Budget License Terms

Titles / Holdings

Vendors

Access Details

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

Libraries need a new model of library automation 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 New structures not yet invented

Open APIs for extensibility and interoperability

Beyond the legacy Library Management System

Find a new term for the successor to the LMS

Library Management System now viewed as print-centric

Need to designate a name for the new genre of automation products

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

Consolidated indexUnified Presentation LayerSearch:

Digital Coll

ProQuest

EBSCO…

JSTOR

Other Resour

ces

New Library Management Model

`API Layer

Library Services Platform

LearningManageme

nt

Enterprise ResourcePlanning

StockManageme

nt

Self-Check /

Automated Return

Authentication

Service

Smart Cad /

Payment systems

Discovery

Service

Library Services PlatformsCategory WorldShare

Management Services

Alma Intota Sierra Services Platform

Kuali OLE

Responsible Organization

OCLC. Ex Libris Serials Solutions

Innovative Interfaces, Inc

Kuali Foundation

Key precepts Global network-level approach to management and discovery.

Consolidate workflows, unified management: print, electronic, digital; Hybrid data model

Knowledgebase driven. Pure multi-tenant SaaS

Service-oriented architectureTechnology uplift for Millennium ILS. More open source components, consolidated modules and workflows

Manage library resources in a format agnostic approach. Integration into the broader academic enterprise infrastructure

Software model

Proprietary Proprietary

Proprietary Proprietary Open Source

Development ScheduleWorldShare Management Services

Alma Intota Sierra Services Platform

Kuali OLE

General Release in July 201138 now in production

Development partners now in Release 5General Release expected mid-2012

Phase I: Late in 2012;Libraries in production by 2014

Phase 1: Mid-2012 with full Millennium functionality; subsequent phases that expand model

 Version 1.0 expected Dec 2012Partners begin migration in 2013

Development ResourcesCompany Dev Sup Sales Admin Other Total

Ex Libris 170 231 54 44 13 512Follett Software Company 87 143 86 49 0 365Innovative Interfaces, Inc. 83 158 43 24 3 311SirsiDynix Corporation 84 166 51 23 56 380Serials Solutions 80 50 46 4 57 237Axiell 57 66 34 35 34 226The Library Corporation 39 91 28 13 28 199Polaris Library Systems 27 42 15 2   86VTLS Inc. 24 48 12 8 18 110KohaByWater Solutions 3 12 3 3 1 13Catalyst IT 3         BibLibre 4 3       Koha Total (estimated) 15PTFS 5 16 8 8   155EvergreenEquinox Software 6 5 2 3 5 21

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

Recent ILS Industry ContractsCompany Product 2009 201

02011

OCLC WorldShare Management Services 184Innovative Interfaces Sierra   206Ex Libris Alma 8 24SirsiDynix Symphony  - 126 122Innovative Interfaces, Inc.

Millennium 45 39 32

The Library Corporation

Library.Solution 30 43 48

Ex Libris Aleph 47 39 25VTLS Inc. Virtua 18 22 13Polaris Library Systems

Polaris ILS 33 23 53

Biblionix Apollo 55 87 79ByWater Solutions Koha 7 44 54PTFS LibLime LibLime Academic Koha     7PTFS LibLime LibLime Koha   44 27Equinox Software Evergreen 18 15 21Equinox Software Koha     6

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)

Competing Models of Library Automation

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

Questions and discussion