the future of the integrated library management system
DESCRIPTION
The Future of the Integrated Library Management System. 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. LATN Webinar. - PowerPoint PPT PresentationTRANSCRIPT
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THE FUTURE OF THE INTEGRATED LIBRARY MANAGEMENT SYSTEM
Marshall BreedingDirector for Innovative Technology and ResearchVanderbilt University LibraryFounder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreeding17 Nov, 2010 LATN Webinar
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Summary
Marshall Breeding will present an overview of the current state of library automation, with a glimpse into the current and future trends involving integrated library systems. As library automation products mature and as demands increase for more openness and interoperability, we see increased emphasis on open source software and application programming interfaces as key differentiators. Discovery interfaces play an ever more important role, representing a decoupling between the ILS and other products that specialize in end-user presentation.
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Library Technology Guides
www.librarytechnolog
y.org
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Lib-web-cats Technology Profile
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Lib-web-cats extended for RFID Products
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ILS market in Australia – Public
http://www.librarytechnology.org/lwc-ils-marketshare.pl?Country=Australia&Type=Public
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ILS market in Australia – Academic
http://www.librarytechnology.org/lwc-ils-marketshare.pl?Country=Australia&Type=Academic
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Lib-web-cats tech profile
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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
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Annual Industry report published in Library Journal: 2010: ??? 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
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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.
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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.
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General Findings
Moderately slow year for Core ILS products
Strong sales in Discovery Products Strategy to move forward with new user
interfaces and defer investments in ILS replacement
Current products deliver modern interfaces, while mainly addressing local content (ILS / local digital)
Emerging products bring vast collections of articles into the primary discovery layer: Web-scale discovery
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Key Context: Libraries in Transition Academic
Shift from Print > Electronic Increasing emphasis on subscribed content, especially
articles and databases Public
Increased emphasis on patron engagement – on premises and via the Web
Strong emphasis on digitizing local collections Demands for enterprise integration and
interoperability Period of crisis for many libraries through reduced
funding
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Key Context: Library Users in Transition
New generations of library users: Millennial generation
Self sufficient – reluctant to seek assistance Receptive to self-service Perceive themselves as competent to use
information tools without help Web savvy / Digital natives Pervasive Web 2.0 concepts Inherently collaborative work styles
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Key Context: Technologies in transition
XML / Web services / Service-oriented Architecture
Beyond Web 2.0 Integration of social computing into core
infrastructure Local computing shifting to cloud platforms
SaaS / private cloud / public cloud Full spectrum of devices
full-scale / net book / tablet / mobile Mobile the current focus, but is only one
example of device and interface cycles
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LMS: a legacy concept?
LMS = Integrated Library System (Cataloging + Circulation + OPAC + Serials +
Acquisitions) Focused on print and physical inventory Electronic content at the Journal Title or
collection level Emerged in the 1960’s – 1970’s Functionality has evolved and expanded,
but basic concepts and modules remain intact
Note: Some companies work toward evolving the LMS to competently handle both print and digital content (e.g. Innovative Interfaces)
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Rethinking library automation
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 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
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Competing Models of Library Automation
Traditional Proprietary Commercial ILS Millennium, Symphony, Polaris
Traditional Open Source ILS Evergreen, Koha
Clean slate automation framework (SOA, enterprise-ready) Ex Libris URM, OLE Project
Cloud-based automation system WorldCat Local (+circ, acq, license
management)
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OCLC Web-scale Management Service
"the first Web-scale, cooperative library management service”
New highly scaleable platform for WorldCat Cataloging Interlibrary loan Discovery (WorldCat Local) Circulation Acquisitions License Management
Early deployments underway now – UTC, Pepperdine, etcIn Challenge to ILS Industry, OCLC Extends WorldCat Local To Launch New Library System
Marshall Breeding, Library Journal 4/23/2009http://www.libraryjournal.com/article/CA6653619.html
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Open Source Library Automation Koha
Evergreen
Kuali OLE
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The Shrinking LMS
The Library Management System no longer stands as the single library automation product that provides comprehensive support for all aspects of library operations.
Many libraries putting much less emphasis on LMS
Manages workflows related to physical materials
Investments in electronic content increasing
Management of e-content handled outside of the ILS
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…shrinking LMS
Yet: libraries need comprehensive business automation more than ever. Mandate for more efficient operations. Do more with less.
Proliferation of automation products needed to handle all aspects of libraries can overwhelm many libraries
Libraries lack technical personnel and needed capital to purchase and manage multiple systems
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Legacy LMS Model
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
Cataloging Acquisitions Serials OnlineCatalog
Public Interfaces:
Interfaces
BusinessLogic
DataStores
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Closed Systems
CirculationAcquisitionsCataloging
Staff Interfaces:
End User Interfaces:
Data Stores:
Functionalmodules:
No programmable Access to the system.
Captive to the userInterfaces supplied by the developer
Programmer access:
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Breaking out of the mold
Academic and Research libraries especially struggle with how to deal with managing increasing proportions of licensed electronic content
LMS geared toward print materials New products aim to manage library
resources spanning print and electronic; owned or licensed
Examples: Ex Libris URM, Kuali OLE
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Legacy ILS + e-content modules
FederatedSearch
Circulation Acquisitions
Cataloging Serials
OpenURLLinking
Electronic Resource
MgmtSystem
Staff Interfaces:
End User Interfaces:
Data Stores:
Functionalmodules:
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LMS / Electronic Resource Management
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
CatalogingAcquisitionsSerials OnlineCatalog
Public Interfaces:
Application Programming Interfaces
`
LicenseManagement
LicenseTerms
E-resourceProcurement
VendorsE-Journal
Titles
Protocols: CORE
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LMS / Electronic Resource Management
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
Cataloging Acquisitions Serials + e-resources
Online Catalog
Public Interfaces:
Application Programming InterfacesLicense
manager
LicenseTerms
Print +Electronic
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Application Programming Interfaces A set of tools used by programmers to:
Extend Functionality Connect external systems Extract or synchronize data
Proprietary API’s common in LMS space Moving toward open API’s and Web
Services
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`
Legacy ILS Model / API
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
Cataloging Acquisitions Serials OnlineCatalog
Public Interfaces:
Interfaces
BusinessLogic
DataStores
Application Programming Interfaces
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Legacy ILS Model / protocol
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
CatalogingAcquisitions Serials OnlineCatalog
Public Interfaces:
Application Programming Interfaces
Protocols: SIP2 NCIP Z39.50 OAI-PMH
Self-Check
Self-Check
Interlibrary
LoanSystem
Interlibrary
LoanSystem
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Legacy ILS Model / External API
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
CatalogingAcquisitions Serials OnlineCatalog
Public Interfaces:
Application Programming Interfaces / Web Services
Protocols: SIP2 NCIP Z39.50 OAI-PMH
ExternalSystems
& Services
ExternalSystems
& Services
Flexible Interoperability
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Benefits of APIs to Libraries
Extensibility Interoperability Allows the LMS to connect with other automation
components Create a matrix of interconnected systems rather
than isolated silos with redundant data and functionality
LMS maturity means similar levels of functionality LMS products increasingly differentiated by extent
and quality of APIs and interoperability support
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Decoupled Discovery
Online Catalogs delivered with LMS products seen as not suitable for current Web-savvy library uses
Need to modernize the interface Expand the scope to encompass all
aspects of library collections
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Evolution of library collection discovery tools
Bound handwritten catalogs Card Catalogs Library online catalogs – OPACs Next-Gen Catalogs / Discovery interfaces Social Discovery Web-scale discovery services Comprehensive presentation layer
services
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Bound Catalog
National Library of Colombia
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Card Catalog
National Library of Argentina
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Card Catalog
National and University Library, Slovenia
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Card Catalog
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Card Catalog
University of Kansas Library
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Online Card Catalog
Salem International University
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Computerized card catalog
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Online Catalog
Search:
Search Results
ILS Data
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Web-based online catalog
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Disjointed approach to information and service delivery
Silos Prevail 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
ETDs, photos, rich media collections Metasearch engines
All searched separately
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Federated Search
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
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Federated Search
Search: Digital
Collections
ProQuest
EBSCOhost
…MLA
Bibliography
ABC-CLIO
Search Results
Real-time query and responses
ILS Data
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Modernized Interface
Single search box Query tools
Did you mean Type-ahead
Relevance ranked results Faceted navigation Enhanced visual displays
Cover art Summaries, reviews,
Recommendation services
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Discovery Products
http://www.librarytechnology.org/
discovery.pl
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Decoupled from ILS
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Discovery Interface
Search: Digital
Collections
ProQuest
EBSCOhost
…MLA
Bibliography
ABC-CLIO
Search Results
Real-time query and responses
ILS Data
Local Index
Meta
Search
En
gin
e
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Endeca
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AquaBrowser
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AquaBrowser
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AquaBrowser
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LS2 PAC
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VuFind
VuFind: Villanova University
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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
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Discovery from Local to Web-scale Initial products focused on technology
AquaBrowser, Endeca, Primo, Encore, VuFind Mostly locally-installed software
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
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Web-scale Discovery
Search: Digital
Collections
ProQuest
EBSCOhost
…MLA
Bibliography
ABC-CLIO
Search Results
Pre-built harvesting and indexing
Con
solid
ate
d In
dex
ILS Data
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Web-scale Search + Federated Search
Search: Digital
Collections
ProQuest
…MLA
Bibliography
ABC-CLIO
Search Results
Pre-built harvesting and indexing
Con
solid
ate
d
Index
ILS Data
FedSearch Non-
harvestable
Resources
Interim model to deal with resources not possible to harvest into consolidated index
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Summon
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EBSCO Discovery Service
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Primo / Primo Central
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Social Discovery
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
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Social Discovery
Search:
Digital Collections
Web site data
…User
Contributed Content
Search Results
Loca
l Ind
ex
ILS Data
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BiblioCommons
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BiblioCommons
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SoPAC
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SoPAC
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ILS Model / Discovery
`Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
UserVendor Policies$$$
Funds
CatalogingAcquisitionsSerials OnlineCatalog
Application Programming Interfaces
Con
solid
ate
d in
dex
Search Engine
Protocols: SIP2 NCIP Z39.50 OAI-PMH
Discovery ServiceSearch:
• Bibliographic Record Harvesting
• Real time Holdings Display
• Circulation Status• Requests: hold, renew,
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ILS Model / Extended Discovery
`
API Layer
LMS
Con
solid
ate
d in
dex
Search Engine
Discovery ServiceSearch:
Digital Collectio
ns
ProQuest
EBSCOhost
…JSTOR
Other Resourc
es
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Con
solid
ate
d in
dex
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New Library Management Model
`
API Layer
Library Management
System
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
![Page 75: The Future of the Integrated Library Management System](https://reader035.vdocument.in/reader035/viewer/2022070409/5681449d550346895db150b3/html5/thumbnails/75.jpg)
LMS as Middleware
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
![Page 76: The Future of the Integrated Library Management System](https://reader035.vdocument.in/reader035/viewer/2022070409/5681449d550346895db150b3/html5/thumbnails/76.jpg)
Questions and discussion