impact of library resource management trends for technical services marshall breeding independent...
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Impact of Library Resource Management Trends for Technical Services
Marshall BreedingIndependent Consultant, Author, Founder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreeding
April 11, 2014New England Technical Services Librarians
A Budding Flower or a Thorny Future?
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
www.librarytechnology.
org
General Industry Trends
Library Technology Industry Reports
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
American Libraries Library Journal
Personnel Resources 2013
2013 2013 201
2Company Dev SupSales Admi
nOthe
rTotalTotal
EBSCO Information Services 424 869 554 98 862 2807
OCLC 1280 1250Ex Libris 194 222 60 46 14 536 522SirsiDynix 102 170 53 20 40 385 369EOS International 50Follett Software Company 120 164 52 10 15 361
341
Innovative Interfaces, Inc. 103 184 61 55 7 410
341
Serials Solutions 124 63 52 5 11 255 256The Library Corporation 41 93 25 13 27 199 199Polaris Library Systems 27 50 17 3 97 93VTLS 25 35 8 9 77 86Equinox Software 5 7 2 2 2 18 20ByWater Solutions 1 12 2 3 14 13
Recent ILS Industry Contracts
Company Product 2009
2010 2011 2012 2013
OCLC WMS 184 163 92
Innovative Sierra 206 117 113
Ex Libris Alma 8 24 17 31
SirsiDynix Symphony - 126 122 104 128
Innovative Millennium 45 39 32 30 1
TLC Library.Solution 30 43 48 13 17
Ex Libris Aleph 47 39 25 26 25
VTLS Virtua 18 22 13 14 7
Polaris Polaris ILS 33 23 53 30 30
Biblionix Apollo 55 87 79 80 87
ByWater Solutions
Koha 7 44 54 34 68
PTFS LibLime LibLime Academic Koha
7 5 6
PTFS LibLime LibLime Koha 44 27 37 30
Equinox Evergreen 18 15 21 37 12
Mergers and Acquisitions
Mergers and Acquisitions Detail
Personnel Growth / Loss
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
0
100
200
300
400
500
600
700
800
Ex Libris
SirsiDynix
Follett Software Company
Innovative Inter-faces, 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
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
Cataloging Acquisitions Serials OnlineCatalog
Public Interfaces:
Interfaces
BusinessLogic
DataStores
LMS / ERM: Fragmented Model
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
CatalogingAcquisitionsSerials OnlineCatalog
Public Interfaces:
Application Programming Interfaces
`
LicenseManagement
LicenseTerms
E-resourceProcurement
VendorsE-Journal
Titles
Protocols: CORE
Common approach for ERM
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
CatalogingAcquisitionsSerials OnlineCatalog
Public Interfaces:
Application Programming Interfaces
Budget License Terms
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 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 Schedule
WorldShare Management Services
Alma Intota Sierra Services Platform
Kuali OLE
General Release in July 2011~200 now in production
329 libraries have signed for Alma. Over 200 in production
Libraries in production by 2015
336 contracts completed, many libraries in production (~250?)
Version 1.0 released Dec 2013Version 2.0 underwaySummer 2014 implementations planned byUniversity 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
Con
solid
ate
d in
dex
Unified Presentation LayerSearch:
Digital Coll
ProQuest
EBSCO…
JSTOR
Other Resour
ces
New Library Management Model
`
API Layer
Library Services Platform
LearningManageme
nt
LearningManageme
nt
Enterprise ResourcePlanning
Enterprise ResourcePlanning
StockManageme
nt
StockManageme
nt
Self-Check /
Automated Return
Self-Check /
Automated Return
Authentication
Service
Authentication
Service
Smart Cad /
Payment systems
Smart Cad /
Payment systems
Discovery
Service
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
Search:
Digital Collections
Web Site Content
Institutional
Repositories
…E-Journals
Reference Sources
Search Results
Pre-built harvesting and indexing
Conso
lidate
d In
dex
ILS Data
Aggregated Content packages
(2009- present)
Usage-generate
dData
Customer
Profile
Open Access
Profile of Library Subscriptions
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
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
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
Questions and discussion