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Strategies for integration:
Marshall Breeding
Independent Consultant, Author, and
Founder and Publisher, Library Technology Guides
http://librarytechnology.org/
http://twitter.com/mbreeding
June 8, 2016
Overview and business
context
NISO Webinar: Integrating Library Systems
Description
¨ Marshall Breeding: “Strategies for Integration.” A variety of themes
can be seen in the current technology scene for libraries. Especially
among academic libraries, the longstanding arrangement of using
integrated library systems for acquisition and management of print
materials is giving way to more comprehensive platforms which
address library materials in multiple formats. Regardless of the
consolidation of functionality for resource management, the need for
integration remains. These resource management systems must
integrate with discovery services, acquired either bundled or
acquired separately. Interoperability with campus business and
information systems is increasingly crucial. The ability to achieve the
desired level of integration depends on the APIs exposed by both
resource management and discovery services. Breeding will provide
an overview of the current trends and issues related to the
integration of strategic technology products for libraries.
Library Technology Guides
Mergers and Acquisitionshttp://librarytechnology.org/mergers
Academic Tech Trends
¨ Comprehensive Resource Management
¤ Library Services Platforms
¨ Article-level index-based discovery
¨ Discoverability beyond library-provided interfaces
¤ Open Linked Data; Schema.org, BIBFRAME,
¨ Expanding ecosystem of APIs
Recent System Selection Trends
¨ Academic Libraries:
¤ Ex Libris Alma strong with large academics and
consortia
¤ OCLC WorldShare Management Services doing well
among mid-range academics
¤ Innovative Sierra shows strong retention among
academics and has recently won some major deals
including FALSC
¤ Some smaller academics implementing Koha
¤ Kuali OLE not gaining traction
Library Services Platforms 2015
Library Services Platforms Sales 2010-2015
Product 2015 2014 2013 2012 2011 2010 Total
Installed
Alma 88 43 31 17 24 626
Sierra 90 123 113 117 206 582
WorldShare
Management Services 68 79 92 163 184 130 386
2015 Index-based Discovery
Index-Based Discovery Services Installations 2013-2015
Product 2015 2014 2013 Total
EBSCO
Discovery
Service
2,634 2634 1774 10,003
Primo 117 88 98 1,766
Summon 158 195 169 718
WorldCat
Discovery
Services
3,642
WorldCat Local 698
Legacy: Fragmented Environment
¨ Integrated Library System for management of (mostly) print
¨ Duplicative financial systems between library and university
¨ Electronic Resource Management
¨ E-Resource knowledge base and Link Resolver
¨ A-Z e-journal lists and other finding aids
¨ Interlibrary loan (borrowing and lending)
¨ Digital Collections Management platforms (CONTENTdm, DigiTool,
etc.)
¨ Separate systems for archival materials and special collections
¨ Discovery-layer services for broader access to library collections
¨ No effective integration services / interoperability among
disconnected systems, non-aligned metadata schemes
Cycles of fragmentation > unification
¨ Early Phase: Modular automation
¨ Integrated Library Systems
¨ Proliferation of systems to manage electronic
resources and digital collections
¨ Current unification phase: library services platforms
bring together print and electronic resource
management
¨ Next phase? Bring archival and digital assets under
common management platform
Library Services Platform
¨ Library-specific software. Technical infrastructure to help
libraries automate their internal operations, manage
collections, fulfillment requests, and deliver services
¨ Services
¤ Services-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 Platforms – Functional
¨ Manages electronic and print formats of materials
¨ Replaces multiple incumbent products
¨ Extensive Metadata Management
¨ Multiple procurement workflows
¨ Knowledgebases
¨ Built-in collection analytics
¨ Decision support for collection development
Integrated Discovery?
¨ The concept of Library Services Platform does not
necessarily encompass discovery or patron-facing
interfaces
¨ Focuses on Resource Management
¨ Some Library Services bundle discovery service with
built-in integration
¨ Many libraries prefer providing discovery
separately
Resource Management Models
Category Integrated Library
System
Progressive integrated
library System
Library Services
Platform
Resources managed Physical Print, electronic Electronic, Physical
Technology platform Server-based Server-based Multi-tenant SaaS
Knowledgebases None None e-holdings, bibliographic
Patron interfaces Browser-based Browser-based Browser-based
Staff interfaces Graphical Desktop (Java
Swing, Windows, Mac
OS)
Browser-based Browser-based
Procurement models Purchase Purchase, license license
Hosting option Local install, ASP Local install, ASP Saas Only
Interoperability Batch transfer,
proprietary API
Batch transfer, RESTful
APIs,
APIs (mostly RESTful)
Products SirsiDynix Symphony,
Millennium, Polaris
Sierra, SirsiDynix
Symphony/BLUEcloud,
Polaris, Apollo
WorldShare
Management Services,
Alma, ProQuest Intota,
Sierra, Kuali OLE
ProQuest acquires Ex Libris
¨ “Ex Libris, A ProQuest Company”
¨ Ex Libris dominates executive leadership, reporting
to ProQuest CEO Kurt Sanford
¨ Product portfolio = Ex Libris + ProQuest Workflow
Solutions
Ex Libris Product suite
¨ Alma
¨ Primo
¨ SFX
¨ Alma Analytics
¨ Leganto
¨ Voyager
¨ Aleph
¨ CampusM
¨ Rosetta
¨ Intota v.2
¨ Summon
¨ 360 Link
¨ 360 Resource
Manager
¨ Intota Assessment
¨ SIPX
Ex Libris ProQuest Workflow Solutions
Commitment to existing development and support timelines
for all products used by libraries as production systems
Knowledgebases and Indexes
Strategy
¨ Interfaces and applications will remain, with internal
content components consolidated
¨ Summon index will be extended with unique content
from Primo Central
¨ New consolidated index will power both Summon
and Primo
¨ ProQuest knowledge base will be extended with
unique content from SFX / Alma knowledgebase
¨ New knowledge base will power Alma, SFX, 360
Link, etc
Ex Libris Dominating Academic Library
Tech
¨ Alma receiving strong reception
¤ Large Academic libraries
¤ Multi-campus Systems
¤ Consortia
¨ Proven ability to support collaboration among
institutions through shared infrastructure
¨ Expanding into the broader campus infrastructure:
campusM mobile platform, Leganto, etc
Academic Shared Infrastructure
Projects selecting Alma
¨ Orbis Cascade Alliance (37 libraries)
¨ WHELF: Academic libraries in Wales
¨ BIBSYS: 205 National, Academic, Special libraries in
Norway
¨ California State University (23 campuses)
¨ University of Georgia system: all public universities
¨ Detroit Area Library Network
¨ Washington State Board for Community and Technical
Colleges
¨ Österreichische Bibliothekenverbund und Service
Gesellschaft in Austria
EBSCO Launches new Open Source
Project
¨ Massive financial contribution
¨ Microservices architecture
¨ Multi-tenant platform
¨ Modular design
¨ Some development by Index Data
¨ Engagement with Kuali OLE
¨ Open source license friendly to commercial use
¨ Supports any discovery interface
EBSCO Information Services
¤ Subject Indexing: EBSCO databases
¤ Content aggregation: EBSCOhost platform
¤ Discovery Technology: EBSCO Discovery Service
¤ Print acquisition pipeline: YBP, GOBI3
¤ Serials Acquisition pipeline
n EBSCO Subscription Services
¤ E-books (academic)
¤ Resource management / workflow strategy
n Integrate with all Library Management Systems
New competitive dynamic
¨ Content: ProQuest
platform
¨ Ex Libris + PQ product
suite
¨ Strategy of platform
bundling: Alma +
Primo
¨ EBSCOhost
¨ EBSCO Discovery
Service
¨ Strategy of
Integrating discovery
into all other platforms
ProQuest EBSCO Information Service
Unified or Modular?
¨ Ex Libris Alma positioned to become primary resource management platform for
large academic libraries, systems and consortia
¨ Alma bundled with Primo (and now Summon)
¨ WorldShare mostly bundled with WorldCat Discovery
¨ Dominance of Alma in resource management means dominance in discovery
¨ Ex Libris argues that bundling management and discovery offers efficiency and
more powerful patron-facing services
¨ EBSCO argues for de-coupling of discovery from management platforms to enable
more competition in the arena of discovery
¤ Suggests that discovery should be the center of technology infrastructure, not resource
management
¨ Innovative, SirsiDynix and others partner with EBSCO for unbundled discovery
¨ EBSCO launches new open source project to disrupt bundling trend
¨ Should libraries have the option to choose different discovery and resource
management systems/provider?

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Breeding 1

  • 1. Strategies for integration: Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides http://librarytechnology.org/ http://twitter.com/mbreeding June 8, 2016 Overview and business context NISO Webinar: Integrating Library Systems
  • 2. Description ¨ Marshall Breeding: “Strategies for Integration.” A variety of themes can be seen in the current technology scene for libraries. Especially among academic libraries, the longstanding arrangement of using integrated library systems for acquisition and management of print materials is giving way to more comprehensive platforms which address library materials in multiple formats. Regardless of the consolidation of functionality for resource management, the need for integration remains. These resource management systems must integrate with discovery services, acquired either bundled or acquired separately. Interoperability with campus business and information systems is increasingly crucial. The ability to achieve the desired level of integration depends on the APIs exposed by both resource management and discovery services. Breeding will provide an overview of the current trends and issues related to the integration of strategic technology products for libraries.
  • 5. Academic Tech Trends ¨ Comprehensive Resource Management ¤ Library Services Platforms ¨ Article-level index-based discovery ¨ Discoverability beyond library-provided interfaces ¤ Open Linked Data; Schema.org, BIBFRAME, ¨ Expanding ecosystem of APIs
  • 6. Recent System Selection Trends ¨ Academic Libraries: ¤ Ex Libris Alma strong with large academics and consortia ¤ OCLC WorldShare Management Services doing well among mid-range academics ¤ Innovative Sierra shows strong retention among academics and has recently won some major deals including FALSC ¤ Some smaller academics implementing Koha ¤ Kuali OLE not gaining traction
  • 7. Library Services Platforms 2015 Library Services Platforms Sales 2010-2015 Product 2015 2014 2013 2012 2011 2010 Total Installed Alma 88 43 31 17 24 626 Sierra 90 123 113 117 206 582 WorldShare Management Services 68 79 92 163 184 130 386
  • 8. 2015 Index-based Discovery Index-Based Discovery Services Installations 2013-2015 Product 2015 2014 2013 Total EBSCO Discovery Service 2,634 2634 1774 10,003 Primo 117 88 98 1,766 Summon 158 195 169 718 WorldCat Discovery Services 3,642 WorldCat Local 698
  • 9. Legacy: Fragmented Environment ¨ Integrated Library System for management of (mostly) print ¨ Duplicative financial systems between library and university ¨ Electronic Resource Management ¨ E-Resource knowledge base and Link Resolver ¨ A-Z e-journal lists and other finding aids ¨ Interlibrary loan (borrowing and lending) ¨ Digital Collections Management platforms (CONTENTdm, DigiTool, etc.) ¨ Separate systems for archival materials and special collections ¨ Discovery-layer services for broader access to library collections ¨ No effective integration services / interoperability among disconnected systems, non-aligned metadata schemes
  • 10. Cycles of fragmentation > unification ¨ Early Phase: Modular automation ¨ Integrated Library Systems ¨ Proliferation of systems to manage electronic resources and digital collections ¨ Current unification phase: library services platforms bring together print and electronic resource management ¨ Next phase? Bring archival and digital assets under common management platform
  • 11. Library Services Platform ¨ Library-specific software. Technical infrastructure to help libraries automate their internal operations, manage collections, fulfillment requests, and deliver services ¨ Services ¤ Services-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
  • 12. Library Services Platforms – Functional ¨ Manages electronic and print formats of materials ¨ Replaces multiple incumbent products ¨ Extensive Metadata Management ¨ Multiple procurement workflows ¨ Knowledgebases ¨ Built-in collection analytics ¨ Decision support for collection development
  • 13. Integrated Discovery? ¨ The concept of Library Services Platform does not necessarily encompass discovery or patron-facing interfaces ¨ Focuses on Resource Management ¨ Some Library Services bundle discovery service with built-in integration ¨ Many libraries prefer providing discovery separately
  • 14. Resource Management Models Category Integrated Library System Progressive integrated library System Library Services Platform Resources managed Physical Print, electronic Electronic, Physical Technology platform Server-based Server-based Multi-tenant SaaS Knowledgebases None None e-holdings, bibliographic Patron interfaces Browser-based Browser-based Browser-based Staff interfaces Graphical Desktop (Java Swing, Windows, Mac OS) Browser-based Browser-based Procurement models Purchase Purchase, license license Hosting option Local install, ASP Local install, ASP Saas Only Interoperability Batch transfer, proprietary API Batch transfer, RESTful APIs, APIs (mostly RESTful) Products SirsiDynix Symphony, Millennium, Polaris Sierra, SirsiDynix Symphony/BLUEcloud, Polaris, Apollo WorldShare Management Services, Alma, ProQuest Intota, Sierra, Kuali OLE
  • 15. ProQuest acquires Ex Libris ¨ “Ex Libris, A ProQuest Company” ¨ Ex Libris dominates executive leadership, reporting to ProQuest CEO Kurt Sanford ¨ Product portfolio = Ex Libris + ProQuest Workflow Solutions
  • 16. Ex Libris Product suite ¨ Alma ¨ Primo ¨ SFX ¨ Alma Analytics ¨ Leganto ¨ Voyager ¨ Aleph ¨ CampusM ¨ Rosetta ¨ Intota v.2 ¨ Summon ¨ 360 Link ¨ 360 Resource Manager ¨ Intota Assessment ¨ SIPX Ex Libris ProQuest Workflow Solutions Commitment to existing development and support timelines for all products used by libraries as production systems
  • 17. Knowledgebases and Indexes Strategy ¨ Interfaces and applications will remain, with internal content components consolidated ¨ Summon index will be extended with unique content from Primo Central ¨ New consolidated index will power both Summon and Primo ¨ ProQuest knowledge base will be extended with unique content from SFX / Alma knowledgebase ¨ New knowledge base will power Alma, SFX, 360 Link, etc
  • 18. Ex Libris Dominating Academic Library Tech ¨ Alma receiving strong reception ¤ Large Academic libraries ¤ Multi-campus Systems ¤ Consortia ¨ Proven ability to support collaboration among institutions through shared infrastructure ¨ Expanding into the broader campus infrastructure: campusM mobile platform, Leganto, etc
  • 19. Academic Shared Infrastructure Projects selecting Alma ¨ Orbis Cascade Alliance (37 libraries) ¨ WHELF: Academic libraries in Wales ¨ BIBSYS: 205 National, Academic, Special libraries in Norway ¨ California State University (23 campuses) ¨ University of Georgia system: all public universities ¨ Detroit Area Library Network ¨ Washington State Board for Community and Technical Colleges ¨ Österreichische Bibliothekenverbund und Service Gesellschaft in Austria
  • 20. EBSCO Launches new Open Source Project ¨ Massive financial contribution ¨ Microservices architecture ¨ Multi-tenant platform ¨ Modular design ¨ Some development by Index Data ¨ Engagement with Kuali OLE ¨ Open source license friendly to commercial use ¨ Supports any discovery interface
  • 21. EBSCO Information Services ¤ Subject Indexing: EBSCO databases ¤ Content aggregation: EBSCOhost platform ¤ Discovery Technology: EBSCO Discovery Service ¤ Print acquisition pipeline: YBP, GOBI3 ¤ Serials Acquisition pipeline n EBSCO Subscription Services ¤ E-books (academic) ¤ Resource management / workflow strategy n Integrate with all Library Management Systems
  • 22. New competitive dynamic ¨ Content: ProQuest platform ¨ Ex Libris + PQ product suite ¨ Strategy of platform bundling: Alma + Primo ¨ EBSCOhost ¨ EBSCO Discovery Service ¨ Strategy of Integrating discovery into all other platforms ProQuest EBSCO Information Service
  • 23. Unified or Modular? ¨ Ex Libris Alma positioned to become primary resource management platform for large academic libraries, systems and consortia ¨ Alma bundled with Primo (and now Summon) ¨ WorldShare mostly bundled with WorldCat Discovery ¨ Dominance of Alma in resource management means dominance in discovery ¨ Ex Libris argues that bundling management and discovery offers efficiency and more powerful patron-facing services ¨ EBSCO argues for de-coupling of discovery from management platforms to enable more competition in the arena of discovery ¤ Suggests that discovery should be the center of technology infrastructure, not resource management ¨ Innovative, SirsiDynix and others partner with EBSCO for unbundled discovery ¨ EBSCO launches new open source project to disrupt bundling trend ¨ Should libraries have the option to choose different discovery and resource management systems/provider?