3. 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
6. Fragmented Resource
Management
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
7. 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
8. Integrated (for print) Library
System
Circulation
BIB
Staff Interfaces:
Holding
/ Items
Circ
Transact
User Vendor Policies
$$$
Funds
Cataloging Acquisitions Serials Online
Catalog
Public Interfaces:
Interfaces
Business
Logic
Data
Stores
10. Common approach for ERM
Circulation
BIB
Staff Interfaces:
Holding
/ Items
Circ
Transact
User Vendor Policies
$$$
Funds
CatalogingAcquisitionsSerials Online
Catalog
Public Interfaces:
Application Programming Interfaces
Budget License Terms
Titles / Holdings
Vendors
Access Details
11. Ongoing gaps in Library
Technology Infrastructure
Almost no systematic automation support for
references and research services
Customer Relationship Management?
Resource sharing / Interlibrary loan
management
Archives and Special Collections
12. Current Flagship Products
SirsiDynix Symphony
BLUEcloud Suite
Sierra (Innovative Interfaces)
Polaris (Innovative Interfaces)
Virtua (Innovative Interfaces)
Library.Solution (The Library Corporation)
V-smart (Infor)
Apollo (Biblionix)
Evergreen (Open source)
Koha (Open Source)
13. 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,
14. Comprehensive Resource
Management
Simplify resource management through
platform consolidation
ILS + ERM + OpenURL Resolver + Digital
Asset management, etc. very inefficient model
Consolidation requires a flexible platform
capable of managing multiple type of library
materials, multiple metadata formats, with
appropriate workflows
15. 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
16. 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
17. Knowledge bases
Electronic Resource Management based on
collective database of the body of e-content rather
than library-by-library management
LSP extends knowledge base model to all
resources
Make links or associations from local holdings to
common bibliographic records
WorldShare Management Services – based on
WorldCat Bibliographic records
Ex Libris Alma – includes Community Zone of shared
records and resources
Intota: expanded knowledge base that includes
MARC and other resources
18. Support for BIBFRAME
New bibliographic framework based on mapping
MARC concepts and data into linked data model
No direct support for BIBFRAME in either
integrated library systems or library services
platforms
Developers are involved in BIBFRAME initiative
Operational implementations will come once the
model has stabilized
Current phase of experimental projects and
prototypes
Applies differently to discovery versus resource
management
21. Cycle of adoption and
deployment
Beginning of a new cycle of transition that will
last a decade
Development and beta phase complete
Now in mass deployment phase
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
23. Library Services Platform
Installations
Production installations as of December
2014
Product Installation
s
Sales
Alma 150 370
WorldShare Management Services 270 340
Kuali OLE 2 10
Intota 0 21
Sierra 495 560
Total 917 1316
25. Online Catalog
Books, Journals, and
Media at the Title
Level
Not in scope:
Articles
Book Chapters
Digital objects
Web site content
Etc.
Scope of Search
Search:
Search Results
ILS Data
26. 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
27. Web-scale Index-based Discovery
Search:
Digital
Collections
Web Site
Content
Institutional
Repositorie
s
…
E-Journals
Reference
Sources
Search Results
Pre-built harvesting
and indexing
ConsolidatedIndex
ILS Data
Aggregated
Content
packages
Usage-
generated
Data
Customer
Profile
Open
Access
28. Bento Box Discovery Model
Search:
Digital
Collections
Web Site
Content
Institutional
Repositorie
s
E-Journals
Search Results
Pre-built harvesting
and indexingConsolidatedIndex
ILS Data
Aggregated
Content
packages
Open
Access
VuFind /
Blacklight
29. Library Web Presence
Integrated Library
System
Library
Web site
Subject
Guides
Article, Databases,
E-Book collections
Public Interfaces:
Presentation Layer
30. Library Perspective
Strategic investments in subscriptions
Strategic investments in Discovery Solutions to
provide access to their collections
Expect comprehensive representation of
resources in discovery indexes
Problem with access to resources not represented in
index
Encourage all publishers to participate and to lower
thresholds of technical involvement and clarify the
business rules associated with involvement
Need to be able to evaluate the coverage and
performance of competing index-based discovery
products
31. 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
Expectation that relevancy be neutral relative
to content source or publisher
Many fairly equivalent candidates returned for
any given query
Must rely on use-based and social factors to
improve relevancy rankings
32. Socially-powered discovery
Leverage use data to increase effectiveness of
discovery
Usage data can identify important or popular
materials to inform relevancy engines
Identify related materials that may not
otherwise be uncovered through keyword
matching
Be careful to avoid introducing bias loops
33. Management + Discovery?
Discovery and Management solutions will
increasingly be implemented as matched sets
Ex Libris: Primo / Alma
ProQuest: Summon / Intota
OCLC: WorldCat Discovery Service / WorldShare
Platform
Except: Kuali OLE,
EBSCO Discovery Service: Works with any Resource
management system
Both depend on an ecosystem of interrelated
knowledge bases
API’s exposed to mix and match, but efficiencies
and synergies are lost
34. Discovery Strategy Options
Integrated suite: discovery and management
systems from the same provider
Open source discovery + Library Services
Platform
VuFind or Blacklight
Discovery layer + ERM with separate ILS for
print collection
35. Fully Integrated Strategy
Library services Platform
Index-based discovery service
Integrated link resolution
Shared e-resource knowledgebase
Analytics available from back-end and
discovery perspective
36. Split Management / Discovery
Strategy
Library Services Platform for management of print and
electronic resources
Separate index-based discovery
Knowledge base probably provided through Library
Services Platform
Link Resolution separate from Discovery: how to
perform smart linking?
Export and sync resource records from management
to discovery service
API look-ups for resource availability and status
Patron profile and services request split between
discovery and resource management components
37. Business issues
Preferred pricing for product suites
Simplified pathways of support
Implementation and ongoing maintenance of
integration layer components and processes
38. 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
39. 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
40. Open Source Automation
Systems
Koha
smaller public and academic libraries
Used for some consortia (SKLS)
Evergreen
Designed for Library Consortia
Kuali OLE
Designed for large research libraries
42. Library Services Platforms
Category WorldShare
Managemen
t 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
manageme
nt: print,
electronic,
digital;
Hybrid data
model
Knowledgeb
ase driven.
Pure multi-
tenant SaaS
Service-
oriented
architecture
Technology
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
43. Development Schedule
WorldShare
Management
Services
Alma Intota Sierra
Services
Platform
Kuali OLE
General
Release in
July 2011
~200 now in
production
First ARL
member in
production in
June 2014
329 libraries
have signed
for Alma.
Over 250 in
production
Libraries
expected to be
in production
by late 2015
early to late
2016
336 contracts
completed,
495libraries in
production
Version 1.0
released Dec 2013
Version 2.0
underway
Summer 2014
implementations at
University of
Chicago and
Lehigh University
44. OCLC
Non-profit corporation based in Dublin Ohio
$203.5 million revenue 2011/12 fiscal year
Owned and Governed by membership: Board
of Trustees, Global and Regional Councils
Pending lawsuit between SkyRiver /
Innovative vs OCLC (in limbo since April 2011)
Annual Reports available:
http://www.oclc.org/news/publications/annualrepo
rts/2012/2012.pdf
45. OCLC Product Strategy
Leverage WorldCat to power both discovery
and management
Leverage values of broad-based resource
sharing
Leverage concept of global library community
46. WorldShare Platform
Basis of new suite of management tools for
libraries
WorldShare Management Services: displaces
basic ILS
WorldShare License Manager: Displaces ERM
WorldShare Metadata Management:
Initial offering involves e-book sets
WorldShare Interlibrary Loan
49. Ex Libris
Positioned to be the 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
170 personnel in development out of 512
50. 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 libraries running non-specialized ILS
targets for Alma
51. Alma
Developed specifically for Academic Libraries
Replaces all other strategic infrastructure
systems
ILS + Link Resolver + Digital Asset Management
+ ERM
Paired with Primo and Primo Central
Over 120 institutions signed so far
52. Community Catalog /
knowledgebases
Ex Libris has invested in the content resources
needed to drive technology products
SFX Global Knowledgebase: Developed and
maintained by Ex Libris
See: Knowledge Base and Link Resolver Study
http://www.kb.se/dokument/Knowledgebase_linkresolver
_study.pdf
A core component of Alma
Bibliographic database component: MARC
records available from LC, Harvard, national
libraries, Alma implementers.
53. 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?
56. Primo / Primo Central
Very specialized discovery tool for academic
libraries
Local installation or hosted
Libraries load and index local content through
customizable pipes
Customized display and indexing policies
57. Primo Central Index
Hosted index of library content resources
Articles, book chapters, e-book collections,
specialized research products
Ex Libris established strong publisher relations
going back to OpenURL
58. Innovative Interfaces
Continuity of history and product development
Sierra: New Library Services Platform +
mature functionality
Encore: Discovery interface
Synergy: Federated search approach to article
content
EDS Integration: upcoming index-based
discovery
62. Kuali OLE
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
63. ProQuest
Focus on Academic Libraries
Summon: first Web-scale Discovery Service
Intota: Planned Library Services Platform
64. ProQuest Strategies
Focus on multi-tenant software as a service
Knowledge-base driven products
KnowledgeWorks: drives 360 Core, 360 Resource
Manger, 360 Link
Expanded KB will drive Intota
Summon+ 360 Products will drive Intota sales
to displace legacy ILS
Intota functionality: less complex approach
than ILS model
65. Intota Development Timeline
Jun 24, 2014
ProQuest releases foundation version of
Intota, providing management of electronic
resources.
Nov 21, 2013
Initial version of Intota Assessment
launched by ProQuest.
Jun 22, 2011
Serials Solutions announces strategy to
build Web-Scale management solution,
later branded as Intota.
66. Intota Components
Summon (no patron account)
Intota Analytics
360 Link
360 Resource Manager > Intota ERM
ProQuest Flow: provides user account
capability
Intota v2 – includes print resource
management
68. 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
71. Koha
Traditional ILS developed in Open Source
model
Perl / MySQL / Linux
Problems with scaleability
Apache SOLR, Plack added recently
New US contracts going mostly to smaller
public and academics
72. Koha
Traditional ILS developed in Open Source
model
Perl / MySQL / Linux
Problems with scaleability
Apache SOLR, Plack added recently
New US contracts going mostly to smaller
public and academics