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Miles Stauffer, MLIS Solutions Architect, APAC Alma Overview | Alma概况 Alma Workshop | China| March 2017

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Page 1: Alma Overview | Alma概况 › cceu › files › 2017px › Alma-Overview-CCEU Sem… · Enable shifting focus to the strategic ... Alma - Unified By Design Alma ... (SDL), Penetration

Miles Stauffer, MLIS

Solutions Architect, APAC

Alma Overview | Alma概况Alma Workshop | China| March 2017

Page 2: Alma Overview | Alma概况 › cceu › files › 2017px › Alma-Overview-CCEU Sem… · Enable shifting focus to the strategic ... Alma - Unified By Design Alma ... (SDL), Penetration

© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Key Goals of Next-Gen Library Services Framework

下一代图书馆服务架构的关键目标

2

Work more efficiently

工作更有效率

Drive new services驱动新服务

Focus on areas of value

关注更有价值领域

Enable shifting focus to the strategic转移关注焦点到战略

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

A Market-Leading Product Offering 市场领先的产品

Students学生

Librarians馆员

Instructors教师

Researchers科研人员

Admin管理者

Cloud Platform 云平台

Data Services 数据服务

Management Solutions 管理解决方案

Discovery Solutions发现服务

Institutional Solutions

Campus Mobile Solutions移动校园

Reading Lists 阅读列表

3

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Library Services Platform Goals 图书馆服务平台目标

4

ImprovedUser

Experience提升用户体验

OptimizingStaff

Workflows优化工作流程

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Current Challenges – Data Silos 当前挑战 – 数据孤岛

5

PrintMaterials纸本资源

ElectronicMaterials电子资源

DigitalMaterials数字资源

DuplicateData

数据重复

Duplicate Workflows工作流程重复

Silo 1 Silo 2 Silo 3…

Page 6: Alma Overview | Alma概况 › cceu › files › 2017px › Alma-Overview-CCEU Sem… · Enable shifting focus to the strategic ... Alma - Unified By Design Alma ... (SDL), Penetration

© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Alma - Unified By Design Alma – 一体化的设计

6

Unified Data一体化的数据

Unified Workflows一体化的工作流程

Unified Management一体化的管理

Acquisitions 采访

Metadata Management元数据管理

Fulfillment读者服务

Analytics & Assessment分析和评估

Page 7: Alma Overview | Alma概况 › cceu › files › 2017px › Alma-Overview-CCEU Sem… · Enable shifting focus to the strategic ... Alma - Unified By Design Alma ... (SDL), Penetration

© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

What do We Hear From Customers on Existing Systems

当前系统的客户反馈

16

What wasn’t

working

Siloed Environment 发散的环境

Lack of Insight 缺乏洞察力

Cumbersome Workflows繁琐的流程

Duplicate Data 重复的数据

Duplicate Efforts 重复的作业

Painful Upgrades痛苦的升级

Aging Hardware老化的硬件

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© 2017 Ex Libris | Confidential & Proprietary

Ex Libris Ltd., 2014 - Internal and Confidential

8

Today’s EnvironmentMultiple systems, duplicate data,

and duplicate workflows

Next-Gen EnvironmentSingle system, unified data,

and unified workflows

Integrated Library System自动化集成系统

E-Resource Management System电子资源管理系统

Knowledgebase & Record Services知识库和记录服务

Digital Repository(s)数字仓储

Link Resolver链接解析器

Ex LibrisAlma

Print, Electronic & Digital Resource Management

纸本、电子和数字资源的管理

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Where is Alma Today | Alma目前的发展状况

9

825

InstitutionsSigned for

Alma

545

LiveInstitutions

54

MonthlyReleases

50%

Displacements

35

ARL’s Signedfor Alma

33

ConsortiaSigned

25

Countries

23K

Active Users

470M

API CallsDuring 2016

575M

BibsManagedIn Alma

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

16 of The Top 50 Universities

10

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Alma Growing Regional Support 不断增长的区域支持

11

Italy: SBN, UNIMARC

Germany & Austria: GNS, DBS

Denmark: ILL (Netpunkt)

France: SuDoc

Korea: Hangul, Hanja, KERIS,

KORMARC

China: Language, CNMARC

Israel: Hebrew, RTL Cataloging, ULI Integration

Language Support National Systems Standards Support Country Specific Statistics

Page 12: Alma Overview | Alma概况 › cceu › files › 2017px › Alma-Overview-CCEU Sem… · Enable shifting focus to the strategic ... Alma - Unified By Design Alma ... (SDL), Penetration

© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Support multiple schemas: MARC21, DC, Linked Data ReadinessInfrastructure designed for extensibility

Describe your unique materials according to local needs支持多种格式:MARC21,DC,Linked Data

可扩展性基础设施

Unified Management: Open Metadata 一体化管理:开放的元数据

OPEN metadata

12

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Alma Localized | Alma 本地化

13

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Alma Localized (H2 2017) | Alma 本地化(H2 2017)

14

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Executing Our Analytics Vision 执行基于分析的目标决策

15

Predictive Analytics

Prescriptive Analytics

Hindsight后见之明

Insight现状分析

Foresight先见之明

Value

Difficulty

WHAT happened?

Primarily batch and some ad hoc reports

WHYDid it happen?

Increase in ad hoc reporting and Information

on demand

HOW should we take action?

Dashboard for managers and

analysts

WHAT WILLHappen?

Data-driven planning and forecasting

HOW CANwe make it happen?

Ability to model,manage, and adapt

Descriptive Analytics

Managed Reporting

Ad Hoc Reporting

Analytics

Dashboards

Scorecards & Benchmarking

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Analytics: Actionable Insights + Comparative Data = Smarter Decisions分析:可操作的见解 + 比较数据 = 明智的决定

16

Alma brings analytics to the point of action

Link Resolver

UsageILL Data

PQ MD Books in Print

Current data sources in Alma Analytics

Analytics

New unique data sources from ProQuest

Funds Expenditure

Fulfillment Data

E-journals Cost & Usage

E-InventoryPhysical Inventory

Resources for College Libraries

HathiTrust

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Benefits: Integrated Analytics 益处:整合分析功能

17

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© 2017 Ex Libris | Confidential & Proprietary

Benchmark Your Acquisition Workflows 基准化您的采访流程

18

How efficient is our acquisition process compared to other institutions? 与其他机构相比,我们的采购流程效率如何?

• Analyze how efficient is the acquisition workflow in your library

• How is your workflow efficiency compared to other institutions

Analyze 分析

• Drill down to check per library the acquisition process

Time in days from POL created to POL sentTime in days from POL created to POL sent

Tim

e in

day

s fr

om

PO

L cr

eat

e…

9

8

6

4

3

2

0My

InstitutionInst. A Inst. B Inst. E Inst. JInst. K Inst. MInst. NInst. O Inst. P

1.70

0.520.300.13 0.000.010.14

7.82

0.740.230.66

Inst. L

0 – 00 – 11 - 2

0

0.24

0.48

0.72

0.96

1.21 1.

451.69

1.93

2.17

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Alma Mobile 移动版

Review the Pickup from Shelf list for a library location

Filter the list by request date, request type, material type, location, call number, or destination

Scan items to see where they need to go

Track usage of items left on library tables and shelves

Scan barcodes via the device’s built-in camera as well as portable wireless barcode scanners

20

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Ex Libris Worldwide Data Centers 全球数据中心

ChicagoAmsterdam

PRE PRODUCTION

Singapore

China –In Process

Canada–In Process

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

The Cloud Computing SaaS Model: Multi-tenant, Subscription

云计算SaaS模式:多租户,订阅型

Faster time to value

Economies of Scale

Scalability

Automatic Upgrades

Multi-tenant Subscription

“Without multi-tenancy, a SaaS offering can’t cultivate a Web 2.0-like community of developers who add functionality that all can share.”

Eric Knorr (InfoWorld)

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Certified with the Most Rigid Security Standards 最严格的安全标准认证

MAINTAIN EXISTING CERTIFICATIONS

ISO/IEC 27001:2013 The most rigorous global security framework standard

Data centers are SSAE-16 certified (formerly SAS-70) The reporting on Service Organization Controls standard

ICO Registered (UK Data Protection Act)

CSA STAR – Self assessment Industry’s most powerful program for security assurance in the cloud

ISO 27018:2014 Privacy standardAccepted control objectives, controls and guidelines for implementing measures to protect Personally Identifiable Information (PII) in the Cloud

PLAN FOR NEW CERTIFICATIONS IN 2017:

US Federal - FedRAMP (Alma/Primo)The Federal Risk and Authorization Management Program standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Relentless on Security – a Multi-Dimensional Approach

持续的安全保障 – 多维度

ISO 27001, ISO 27018, SSAE-16 , EU Safe Harbor,

Data processing agreements, independent audit

24/7 security, biometric authentication,

video surveillance, authorized personnel

Security Development Lifecycle (SDL), Penetration

tests, OWASP Top10

Vulnerability scans, Intrusion Prevention System (IPS),

TSL/SSL encrypted communication

Data isolation (Oracle VPD), encryption, media

sanitization (DoD 5220.22-M)

High availability, database cluster, storage redundancy,

frequent snapshots, offsite backups, 24x7 HUB

24x7 monitoring, Chief Security Officer (CSO),

security breach notification

SSO, S/LDAP, SAML/Shibboleth, Role-Based Access

Control (RBAC)

Security awareness training, confidentiality

agreements, adherence to regulations

Hardening, change management procedures , patch

management, password policy Infrastructure

Network

Identity & Access Control

Application

Data

Business Continuity

Monitoring & Incident Mgmt

Human Resources

Compliance & Audit

Physical

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Extendable Platform: Developers Platform 可扩展的平台:开发者平台

Resource Sharing

Course Management

MaterialVendors

Financial Systems

Student Info Systems

Discovery & Delivery

Custom Apps

Alma Extensible ArchitectureAlma可扩展的架构

Cloud Integration Templates

RESTful APIs Adapters & Interfaces

Publishing Services

Developers Platform

Apps &Extensions

AlmaDevelopers

NetworkExport & Import

Services

25

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

APIs: 2015 vs 2016 | API的增长:2015 vs 2016

26

0 10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000

February

March

April

May

June

July

August

September

October

More than

50M API In October 2016

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

APIs Are Critical To Libraries’ Success | APIs是图书馆成功的关键要素

27

0.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00%

70.00%

80.00%

Apr-16 May-16 Jun-16 Jul-16 Aug-16 Sep-16 Oct-16 Nov-16 Dec-16

API Non API

51.7% of all transactions in December are

via APIs!

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© 2017 Ex Libris | Confidential & Proprietary© 2017 Ex Libris | Confidential & Proprietary

Alma Eco-System – Open 开放的Alma生态系统

28

Developers Status

Knowledge Ideas

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© 2017 Ex Libris | Confidential & Proprietary

谢谢![email protected]