library tech and biz update marshall breeding independent consultant, author, and founder and...
TRANSCRIPT
Library Tech and Biz Update
Marshall BreedingIndependent Consultant, Author, andFounder and Publisher, Library Technology Guideshttp://librarytechnology.org/http://twitter.com/mbreeding
28 October 2015 Internet Librarian 2015
#internetlibrarian
Description
The success of libraries depends to a large extent on the technology tools that it has in place to manage and provide access to collections and to automate operations. Breeding discusses the current library technology industry, highlighting the major trends in systems and the companies that develop and support these tools.
Library Technology Guides
www.librarytechnology.
org
Business and Industry Trends
Library Technology Industry Reports
2014: Strategic Competition and Cooperation
2015: Operationalizing Innovation
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
Library Systems Report 2015“Operationalizing innovation”
http://americanlibrariesmagazine.org/2015/05/01/library-systems-report/
Industry Revenues
$1.8 billion global industry
$805 million from companies involved in the US
$495 million from US Libraries
Business Climate
Generally growing and profitable Able to attract interest of large risk-
adverse investors Long-term prospects matter more than
short-term profitability Ex Libris speculated to have lower
profitability due to higher R&D costs, but deemed a good long-term investment
Ownership models
Private Equity Innovative (HCCG, JMI) SirsiDynix (ICV)
Family owned Follett EBSCO ProQuest (Snyder / Goldman Sachs)
Ex Libris – A ProQuest Company Membership owned
OCLC
Mergers and Acquisitionshttp://librarytechnology.org/mergers
Personnel Resources 2014
Innovative Interfaces, Inc.
Transition from founder to Investor ownership
Global expansion Acquisition of Polaris Acquisition of VTLS Evolutionary development model
SirsiDynix
Product of decades of consolation of directly competing ILS Companies: Sirsi > Dynix > DRA > Inlex > MultiLIS >
NOTIS > Ameritech > epixtech > DataPhase
Transition of ownership: Vista Equity Partners > ICV
Hybrid development: Legacy + BLUEcloud
Bibliotheca acquires 3M Library Services
Intellident (UK) Bibliotheca RFID (Europe) ITG (US) Aturis Group (Belgium, Netherlands,
Germany) MultiSystems (partnership in Brazil) 3M Library Services
Bibliotheca e-book strategy
Continue and rebrand 3M Cloud Library Fold nascent opus into Cloud Library
Expand from US to International Overdrive still dominant provider of
library e-books
Increased vertical integrationCompanies offer ever more broad scope of products and services
Trend:
Overlap between Content and Technology
Content companies ever more deeply extended into resource management and discovery technologies
Technology companies involved in content creation and integration E-resource Knowledgebases (Journal level) Discovery indexes (Article level) Content companies well positioned to
create knowledge bases and indexes
Acquisition of Ex Libris by ProQuest Still primarily a content company Full arsenal of resource management
products (“workflow solutions”) Alma Intota Analytics 360 Suite (core, Link)
Discovery Services Primo Summon
ProQuest
Database creation and aggregation ProQuest Platform
Print acquisition pipeline: Couts, MyiLibrary Academic E-books: ebrary + EBL = Ebook
Central Discovery Technology: Summon Resource management
360 Resource Manager 360 Link Intota (Print + electronic)
EBSCO Information Services
Subject Indexing: EBSCO databases Content aggregation: EBSCOhost platform Discovery Technology: EBSCO Discovery
Service Print acquisition pipeline: YBP, GOBI3 Serials Acquisition pipeline
EBSCO Subscription Services E-books (academic) Resource management / workflow strategy
Integrate with all Library Management Systems
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
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
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
Development Timeline for Library Services Platforms
Changing models of Resource Sharing
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
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
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
Benefits of shared infrastructure Increased cooperation and resource
sharing Collaborative collection management Lower costs per institution Greater universe of content readily
available to patrons Avoid add-on components for union
catalog and resource requests and routing
Shared infrastructure Projects Orbis Cascade WHELF South Australia Ireland Public
Libraries JULAC
California State University
University System of Georgia
Complete Florida Plus Program
University of Wisconsin system
Library and Tech Trends
Fundamental trends in Academic Libraries
Increased diversity and complexity of collections: Electronic, Digital, Print
Collection budgets skewed toward subscriptions to electronic content resources (~70-95%)
Personnel resources disproportionately allocated to supporting print
Demand for strong integration with campus infrastructure (Authentication, Financial, Student, VLE)
Involvement with Research Data Emphasis on role in student learning performance Increase impact and lower costs through collaboration
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,
API ecosystem Declining, but targeted investments in
RFID
Public Library Trends
Print collections remain strong Circ transactions many multiples higher
than academics Collection Budgets skewed toward print E-book lending a routine service
Minority component of collection budget Deep satisfaction with pricing and business
models offered by publishers
Public Tech Trends
Model of the Library Management system persists Gradual evolution toward Web-based interfaces No current offerings based on true multi-tenant
platforms Programs and services designed to
strengthen patron engagement Hosted: Managed services RFID-based self-service routine for mid-sized
to large public libraries (uneven by international region)
E-book lending
High demand for integration technologies
E-book lending fully blended within the library’s own online catalog or discovery interface
Simple selection, download, and reading of e-books
Librarians demand fair pricing models Publishers continue to fear impact on sales Impose policies that create more friction
Functionality Trends
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
Library Services Platforms – Technical
Beyond Client/Server Computing Multi-tenant platforms Web-based interfaces Services-oriented architecture Exposes APIs for extensibility and
interoperability Interoperable
Con
solid
ate
d in
dex
Unified Presentation LayerSearch:
Digital Coll
ProQuest
EBSCO…
JSTOR
Other Resour
ces
New Library Management Model
`
API Layer
Library Services Platform
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
Discovery
Service
Library Services Platform Installations
Production installations as of December 2014
Product Installations
2014 Sales
Sierra 495 123
Alma 406 43
WorldShare Management Services
303 79
Kuali OLE 2 10
Intota 0 21
Web-scale Index-based Discovery
Search:
Digital Collections
Web Site ContentInstitution
al Repositori
es
…E-Journals
Reference Sources
Search Results
Pre-built harvesting and indexing
Conso
lidate
d In
dex
ILS Data
Aggregated Content packages
(2009- present)
Usage-generate
dData
Customer
Profile
Discovery Service Statistics
Discovery Product 2010 2011 2012 2013 2014InstalledEBSCO Discovery Service 1774 2634 8246
Primo 506 111 101 98 88 1529
Encore 56 72 36
Summon 164 214 158 195 697
WorldCat Discovery 2085
Resource Management ModelsCategory Integrated
Library SystemProgressive
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
Development strategy
Brownfield Brownfield Greenfield (mixed)
Web-scale Index-based Discovery
Search:
Digital Collections
Web Site ContentInstitution
al Repositori
es
…E-Journals
Reference Sources
Search Results
Pre-built harvesting and indexing
Conso
lidate
d In
dex
ILS Data
Aggregated Content packages
(2009- present)
Usage-generate
dData
Customer
Profile
Discovery Beyond Library-provided Interfaces
Reality that most discovery happens external to library
Improve discoverability of library resources Locally: through incorporation of SEO and
semantic encoding Especially schema.org
Globally: OCLC, Google Scholar and other services
Discovery beyond Library Interfaces
Improved performance of library content through Google Scholar Same expectations for transparency?
Better exposure of library-oriented content Schema.org or other microdata formats
Better exposure of scholarly resources Open access & Proprietary
Embedded tools in other campus interfaces
Developing Ecosystems of APIs Strategically and operationally essential
for platforms to be extensible and interoperable
APIs provide technical mechanism Accessibly by library or campus
programmers
APIs as Competitively differentiating factor
Functional scope Documentation and training License Model Community or Development
Environment
Library Technologies Penetrating into the Campus Enterprise
Dynamic interchange of data with campus business systems
Patron records from Student information systems Financial data to ERP or Finance systems Single sign-on via campus authentication
services Integration with Learning Management Systems
Resource pages at the course level Appropriately scoped search tools Reading list management
Defense of Patron Privacy
Library ethics require protection of patron privacy
Avoid exposing reading, browsing, and search behavior of patrons
Increased expectation to encrypt all patron activity
Avoid exposure to advertising networks
Library Technologists
Shifting from Infrastructure to services Less time devoted to general technical
infrastructure: network and server hardware, operating systems, security frameworks, application installation and maintenance
More time devoted to developing new services based on APIs exposed by library and campus platforms
Conclusions
General Society and Scholarly environment has changed
Library collections now more complex than ever Fragmented environments and legacy applications
have negative impact on a library’s ability to fulfill its mission
Library services platforms and index-based discovery services now routine and maturing products
These components provide a basic infrastructure to build a new future for technology-based library services
Questions and discussion