![Page 1: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/1.jpg)
HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES
Marshall BreedingIndependent Consult, Author, Founder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreeding
12 May 2013 HKU Library Leadership Institute
運用科技支援圖書館的策略任務和服務
![Page 2: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/2.jpg)
Appropriate Automation Infrastructure
Current automation products out of step with current realities
Majority of library collection funds spent on electronic content
Majority of automation efforts support print activities
New discovery solutions help with access to e-content
Management of e-content continues with inadequate supporting infrastructure
![Page 3: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/3.jpg)
The Legacy Library
Physical collections: Print, microfilm, manuscripts
Scholarly publishing dominated by commercial publishers, societies, etc. (No open access)
Library Services focus on access to physical items based on citations and bibliographic records
The Online Catalog dominates as the primary search tool for books
Print indexes for finding articles
![Page 4: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/4.jpg)
Key Context: Technologies in transition
Client / Server > Web-based computing Beyond Web 2.0
Integration of social computing into core infrastructure
Local computing shifting to cloud platforms Application Service Provider offerings standard New expectations for multi-tenant software-as-a-
service Full spectrum of devices
full-scale / net book / tablet / mobile Mobile the current focus, but is only one example of
device and interface cycles
![Page 5: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/5.jpg)
Key Context: Libraries in Transition
Academic Shift from Print > Electronic E-journal transition largely complete Circulation of print collections slowing E-books now in play (consultation > reading)
All libraries: Need better tools for access to complex
multi-format collections Strong emphasis on digitizing local collections Demands for enterprise integration and
interoperability
![Page 6: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/6.jpg)
Key Context: Each type of library faces unique challenges
Academic: Emphasis on subscribed electronic resources
Public: Engaged in the management of print collections Dramatic increase in interest in E-books
School: Age-appropriate resources (print and Web), textbook and media management
Special: Enterprise knowledge management (Corporate, Law, Medical, etc.)
![Page 7: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/7.jpg)
Key Text: Changed expectations in metadata management
Moving away from individual record-by-record creation Life cycle of metadata
Metadata follows the supply chain, improved and enhanced along the way as needed
Manage metadata in bulk when possible E-book collections
Highly shared metadata E-journal knowledge bases, e.g.
Great interest in moving toward semantic web and open linked data Very little progress in linked data for operational systems AACR2 > RDA MARC > Bibframe (http://bibframe.org/)
![Page 8: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/8.jpg)
Reshaped collections
Journals now published and delivered electronically
Monographs: transition to e-books underway Demand for e-book discovery and lending
Digital collections: local libraries and cultural organizations actively involved in digitizing unique materials
Media collections: LP, CD, DVD, Blu-Ray to streaming
Heritage print collections will remain indefinitely
![Page 9: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/9.jpg)
Cumulative effect
Library collections more complex than ever
Library services move diverse Managing electronic and digital content
harder than managing print
![Page 10: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/10.jpg)
Reassess expectations of Technology
Many previous assumptions no longer apply
Technology platforms scale infinitely No technical limits on how libraries share
technical infrastructure Cloud technologies enable new ways of
sharing metadata Build flexible systems not hardwired to
any given set of workflows
![Page 11: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/11.jpg)
Reassess workflow and organizational options
ILS model shaped library organizations New Library Services Platforms may
enable new ways to organize how resource management and service delivery are performed
New technologies more able to support strategic priorities and initiatives
![Page 12: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/12.jpg)
Social Computing
Web 2.0 as a separate activity largely a distraction
Important to have social orientation built directly into the software and services that comprise library infrastructure
Avoid jettisoning patrons out of the library’s Web presence
Find ways to effectively connect with users, connect users to each other, and especially to connect users to library content and services
![Page 13: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/13.jpg)
Academic Library Issues
Greater concern with electronic scholarly articles
Management: Need for consolidated approach that balances print, digital, and electronic workflows
Access: discovery interfaces that maximize the value of investments in subscriptions to scholarly articles and research materials
![Page 14: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/14.jpg)
Public Library Issues
Greater concern for e-books and general article databases
Management: Need for consolidated approach that balances print, digital, and electronic workflows
Emphasis on technologies that engage users with library programs and services
![Page 15: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/15.jpg)
Traditional Proprietary Commercial ILS Aleph, Voyager, Millennium, Symphony, Polaris BOOK-IT, DDELibra, Libra.se, Open Galaxy LIBERO, Amlib, Spydus, NCS
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
![Page 16: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/16.jpg)
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
![Page 17: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/17.jpg)
Digital dominant libraries in sight
All new content acquired in electronic formats
E-Journals, E-books: all acquired and accessed electronically
Legacy collections fully digitized Full digitization of local specialized
collections
![Page 18: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/18.jpg)
Reassess expectations of Technology
Many previous assumptions no longer apply
Technology platforms scale infinitely No technical limits on how libraries share
technical infrastructure Cloud technologies enable new ways of
sharing metadata Build flexible systems not hardwired to
any given set of workflows
![Page 19: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/19.jpg)
Reassess workflow and organizational options
ILS model shaped library organizations New Library Services Platforms may
enable new ways to organize how resource management and service delivery are performed
New technologies more able to support strategic priorities and initiatives
![Page 20: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/20.jpg)
Time to engage
Transition to new technology models just underway
More transformative development than in previous phases of library automation
Opportunities to partner and collaborate Vendors want to create systems with long-
term value Question previously held assumptions
regarding the shape of technology infrastructure and services
Provide leadership in defining expectations
![Page 21: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/21.jpg)
Libraries as agents of content procurement and distribution
Content may be decreasingly accessed through traditional library channels
Content disseminated throughout the institutional enterprise information infrastructure Learning Management Systems Departmental or disciplinary research
portals Academic institutions continue to require
specialists to procure content on behalf of teaching and research faculty
![Page 22: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/22.jpg)
Digital Impact on content production
A given that new content will be done digitally from start to finish
More dimensions of research process exposed
Publishing models: pressure mounting toward open access
Selection: New dynamics in peer review and subsequently promotion and tenure
![Page 23: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/23.jpg)
Research data
Research Data increasingly within scope NSF data management plans Need to organize and preserve Re-use and repurpose
![Page 24: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/24.jpg)
The <r>evolution of academic information
Library collections should be built from the universe of academic and scholarly content that supports research an teaching
Transition from Print only > Print + electronic + digital + ??? (new media forms)
Cumulative. Additive
![Page 25: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/25.jpg)
The Legacy Library
Physical collections: Print, microfilm, manuscripts
Scholarly publishing dominated by commercial publishers, societies, etc. (No open access)
Library Services focus on access to physical items based on citations and bibliographic records
The Online Catalog dominates as the primary search tool for books
Print indexes for finding articles
![Page 26: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/26.jpg)
Strategic Cooperation
Shared infrastructure in support of strategic collaborative relationships
Opportunities to share infrastructure Examples:
2CUL Orbis Cascade Alliance
Opportunities to reconsider automation implementation strategies One library = 1 ILS? Ability to share infrastructure across organizational
boundaries?
![Page 27: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/27.jpg)
Time to Invest in Technology Libraries in general lack the proper tools
to manage and deliver access to their reshaped collections
Library and campus tools may seem stilted and primitive relative to what students experience outside the campus domain
Tradition of under-investment and deferred maintenance or replacements of technology infrastructure in the library
Dearth of transformative technology options?
![Page 28: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/28.jpg)
UCSD Research Data Curation Services
![Page 29: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/29.jpg)
Centers of Preservation
Increased involvement in production of digital content demands institutional commitment to long-term digital preservation
Digital Curation: create, organize, access, preservation
Libraries as a whole in the early stages of digital preservation
![Page 30: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/30.jpg)
Resource Sharing Strategies
![Page 31: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/31.jpg)
Strategic interest in Resource Sharing
Supplement local collections Provide expanded universe of content to
library users Print – Digital – Electronic Lower operational Costs Step into more powerful automation
environment
![Page 32: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/32.jpg)
Resource Sharing issues
Local Control and Branding Compromises to policies and practices Impact on collection development
Targeted collections among partners Opportunities for collaborative
operations Technical Services
Costs for delivery Reduce traditional ILL costs
![Page 33: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/33.jpg)
Impact on Library Users
Access to larger aggregate collections Enhanced Discovery: able to gain access
to larger universe of content Convenient delivery of materials Manage expectations on delivery times
![Page 34: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/34.jpg)
Budget planning
Increased activity comes with cost implications Buy less, borrow more
Factor in courier costs Technology costs
![Page 35: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/35.jpg)
BibliographicDatabase
Library System
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
Holdings
Main Facility
Search:
Integrated Library System
Patrons useCirculation featuresto request itemsfrom other branches
Floating Collectionsmay reduce workload forInter-branchtransfers
Model:Multi-branchIndependentLibrary System
![Page 36: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/36.jpg)
BibliographicDatabase
Library System A
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
WorldCat
WorldCat Resource Sharing
User:Password:
Place Request
Needed by: Dec 30, 2012 5:00pm
ILLiad
Patron has Citation for item not held by Library
Interlibrary LoanRequest Form
Interlibrary LoanPersonnel
WorldCat Resource Sharing
Request Submission
Resource tracking and fulfillment
ILS Synchronization
![Page 37: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/37.jpg)
BibliographicDatabase
Library System A
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
BibliographicDatabase
Library System B
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
BibliographicDatabase
Library System C
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
BibliographicDatabase
Library System D
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
BibliographicDatabase
Library System F
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
BibliographicDatabase
Library System E
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
Resource Sharing Application
BibliographicDatabase
Discovery and Request Management Routines
Staff Fulfillment Tools
Inter-System Communications
NCIP
SIP ISO ILL
Z39.50
NCIP
NCIP
NCIP
NCIP
NCIP
NCIP
Search:
Consortial Resource Sharing System
![Page 38: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/38.jpg)
BibliographicDatabase
Shared Consortia System
Library 2
Library 3
Library 4
Library 5
Library 7
Library 8
Library 9
Library 10
Holdings
Library 1 Library 6
Shared Consortial ILS
Search:
Model:Multipleindependentlibraries in aConsortiumShare an ILS
ILS configuredTo supportDirect consortialBorrowing throughCirculation Module
![Page 39: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/39.jpg)
Strategic Cooperation and Resource sharing
Efforts on many fronts to cooperate and consolidate
Many regional consortia merging (Example: Illinois Heartland Library System)
State-wide or national implementations New Zealand: Kōtui, Te Puna
Software-as-a-service or “cloud” based implementations Many libraries share computing
infrastructure and data resources
![Page 40: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/40.jpg)
Auckland City Libraries
7 separatelibrary services merged in2010
![Page 41: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/41.jpg)
MyLibraryNYC
![Page 42: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/42.jpg)
Auckland City Libraries
7 separatelibrary services merged in2010
![Page 43: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/43.jpg)
OhioLink
Innovative Interfaces
INN-Reach
![Page 44: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/44.jpg)
Iceland Libraries
![Page 45: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/45.jpg)
South AustraliaSA Public Library Network
140 Public Libraries
![Page 46: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/46.jpg)
Chile
![Page 47: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/47.jpg)
Georgia PINES
275 Libraries 140 Counties 9.6 million books Single Library
Card
43% of population in Georgia
![Page 48: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/48.jpg)
Northern Ireland
Recently consolidated from 4 regional networks into one
96 branch libraries 18 mobile libraries Collections managed through single
Axiell OpenGalaxy LMS
http://www.ni-libraries.net/
![Page 49: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/49.jpg)
Illinois Heartland Library Consortium
LargestConsortiumin US by Number of Members
![Page 50: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/50.jpg)
Orbis Cascade Alliance
37 Academic Libraries Combined enrollment of 258,000 9 million titles 1997: implemented dual INN-Reach systems Orbis and Cascade consortia merged in
2003 Moved from INN-Reach to OCLC Navigator /
VDX in 2008 Current strategy to move to shared LMS
based on Ex Libris Alma
![Page 51: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/51.jpg)
Orbis-Cascade Alliance
![Page 52: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/52.jpg)
Denmark
![Page 53: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/53.jpg)
Denmark Shared LMS
Common Tender for joint library system February 2013
88 municipalities: 90 percent of Danish population Public + School libraries
Process managed by Kombit: non-profit organization owned by Danish Local Authorities
![Page 54: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/54.jpg)
2CUL
Shared Services:Collection Development
Technical Services
Shared Infrastructure?:
![Page 55: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/55.jpg)
Illinois Heartland Library Consortium
LargestConsortiumin US by Number of Members
![Page 56: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/56.jpg)
Orbis Cascade Alliance
37 Academic Libraries Combined enrollment of 258,000 9 million titles 1997: implemented dual INN-Reach systems Orbis and Cascade consortia merged in
2003 Moved from INN-Reach to OCLC Navigator /
VDX in 2008 Current strategy to move to shared LMS
based on Ex Libris Alma
![Page 57: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/57.jpg)
Reviewing what’s behind your motive to change your software and assessing your needs based on your budget
Strategic Planning
![Page 58: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/58.jpg)
Reasons to consider Technology Changes
Obsolete or non-supported system Lost confidence in current supplier Library can no longer operate optimally
with current tech environment Need a environment which delivers
better resource sharing or collaboration opportunities
![Page 59: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/59.jpg)
Timing issues
Immediate need Interested in alternative options once
they become standard options Early adopter Defer tech investment Waiting for the perfect solution will
result in indefinite deferment
![Page 60: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/60.jpg)
Can your library justify a Lateral Move?
Move from a product to a similar product from another supplier Same generation / scope / workflows
Each of the major products offers both strengths and weaknesses
Will a lateral move result in fewer problems or different problems?
Key consideration is whether your system supports the strategic business needs of your library
![Page 61: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/61.jpg)
Open Source vs Proprietary
Open source may provide more opportunity for local control of strategic development
Open Source ILS available as a complete turnkey solution Open source software have fewer mature modules and
features than well-established proprietary systems Cost mostly equivalent. Highly dependent on specific
scenario. Both options document examples of lower cost. Decision should be based on business requirements and
tangible benefits Both open source and proprietary ILS involve
relationships with vendors
![Page 62: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/62.jpg)
Planning and preparing for new tech project
Organizational planning
![Page 63: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/63.jpg)
Library Services Platform = large-scale change
Requires broad-based decision-making process
Committees / Teams Leverage expertise from all areas of the
library Prepare for change processes Review and revise operational workflows Operationalize new system into the
fabric of the library
![Page 64: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/64.jpg)
New Discovery product = moderate change
Operations remain largely unchanged New interface for public access Some changes needed to optimize
support for discovery product Metadata issues Cataloging practices
May cover up, but not cure misalignment of automation software with library strategies
![Page 65: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/65.jpg)
Evaluating and selecting Technology
![Page 66: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/66.jpg)
Deployment options
Software-as-a-service Proprietary Open Source
Participate in a shared ILS – statewide, regional, or consortial
Locally-installed server Proprietary Open Source
![Page 67: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/67.jpg)
Cost Spectrum
Standalone Implementation Highest cost / Least resource sharing
Consortium participant Lower cost / Higher resource sharing
SaaS Constant annual cost
Licensed software High start-up cost / Lower ongoing cost
Open source Many cost variables
![Page 68: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/68.jpg)
Cost Issues
Consider the total cost of ownership Direct costs
Vendor payments: software licensing, support, training, conversion
Hardware purchase and maintenance Hosting costs: in-house or outsourced SaaS Subscriptions
Indirect costs Procurement overhead: personnel time devoted to selection
process, including committee meetings, prep, vendor demos, etc.
Increased workload for systems and technical services personnel
Decreased productivity during transition
![Page 69: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/69.jpg)
Procurement options:
sole source Purchase additional software from existing
supplier Internal justification often required
competitive procurement Submit procurement documents to qualified
suppliers Incumbent often one of the competitors
![Page 70: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/70.jpg)
Procurement processes
Request for Information Method to gain in-depth understanding of
competitive offerings Often a preliminary process to RFP
Request for Proposals Solicits responses to detailed specifications Specific / binding cost proposal Product / support / company viability Many boilerplate documents available – be
wary Core specifications can be licensed
![Page 71: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/71.jpg)
Progressive Procurement Strategy
Do not reinforce legacy concepts and practices
Do not over-specify detailed functionality Define a process that will result in a forward-
looking result Assume that rates of change will increase Articulate your organizational strategy and
vision for technology Give respondents leeway to express how
they can fulfill your vision
![Page 72: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/72.jpg)
Time to engage
Transition to new technology models just underway
More transformative development than in previous phases of library automation
Opportunities to partner and collaborate Vendors want to create systems with long-
term value Question previously held assumptions
regarding the shape of technology infrastructure and services
Provide leadership in defining expectations
![Page 73: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/73.jpg)
Concluding thoughts
Urgency to align technology with library missions
Innovate locally Collaborate aggressively collectively Drive strategic development
![Page 74: HARNESSING TECH TO SUPPORT LIBRARY STRATEGIES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides](https://reader038.vdocuments.net/reader038/viewer/2022103022/56649cd65503460f9499da5a/html5/thumbnails/74.jpg)
Questions and discussion