predicting the smart library: emerging technologies meet the challenge of transformed libraries
DESCRIPTION
Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding. Predicting the Smart Library: Emerging Technologies Meet the Challenge of Transformed Libraries. EDGE Conference. 28 Feb 2013. - PowerPoint PPT PresentationTRANSCRIPT
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PREDICTING THE SMART LIBRARY: EMERGING TECHNOLOGIES MEET THE CHALLENGE OF TRANSFORMED LIBRARIES
Marshall BreedingIndependent Consult, Author, Founder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreeding
28 Feb 2013 EDGE Conference
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SummaryMajor trends are in play that contribute to major transformations underway in libraries. In the broader publishing and information arena, the explosion of interest in e-books represents another wave in the shift toward electronic content that in previous times saw the near complete transition of journal articles to electronic form. Web-based and cloud computing stands to bring fundamental changes in the ways that libraries use technology in support of their internal operations and in providing access to their collections and services. Breeding will help library decision makers explore how to harness these trends and technologies to meet the strategic missions.
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Library Technology Guides
www.librarytechnology.
org
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UK Public Libraries
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Library Journal Automation Marketplace
Published annually in April 1 issue Based on data provided by each vendor Focused primarily on North America
Context of global library automation market
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LJ Automation MarketplaceAnnual Industry report published in Library Journal: 2012: Agents of Change 2011: New Frontier: battle intensifies to win hearts, minds
and tech dollars 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
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Cloud Computing for Libraries
Volume 11 in The Tech Set
Published by Neal-Schuman / ALA TechSource
ISBN: 781555707859
http://www.neal-schuman.com/ccl
Book Image Publication Info:
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Next-Gen Library Catalogs
Marshall BreedingNeal-Schuman PublishersMarch 2010
Volume 1 of The Tech Set
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Appropriate Automation Infrastructure
Current automation products out of step with current realities
Centered on transactional support Proliferation of disconnected tech components Majority of automation efforts support print activities Management of e-content continues with inadequate
supporting infrastructure Need better virtual presence that covers full breadth
of library collection and services Library users expect more engaging socially aware
interfaces for Web and mobile
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Allocation of resources Libraries need flexible technical
infrastructure that responds to changing priorities
Collection funds devoted mostly to e-content
Allocation of technology infrastructure and personnel devoted mostly to management of print
Not hardwired to specific content media, workflows, or services
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Technology to support all faces of public libraries
Physical Social / Community Digital
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Reshaped collections Monographs: transition to e-books underway
Demand for e-book discovery and lending For academics, E-books now largely delivered
through database aggregations Digital collections: local libraries and cultural
organizations actively involved in digitizing unique materials
Journal content: mostly delivered electronically Media collections: LP, CD, DVD, Blu-Ray to
streaming Heritage print collections will remain indefinitely
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Fulfillment activities Print circulation Increasing Increasing reliance on self-service Direct consortial borrowing Interlibrary loan activity rising Increased pressure for resource sharing
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Additional public library roles Beyond content fulfillment Centers of community engagement Technology access for the under-served Ready reference > in-depth research
support Improve Literacy, promote reading, etc Facilitating use of technology Stimulate creativity: Maker spaces
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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
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Cumulative effect Library collections more complex than
ever Library services move diverse Managing electronic and digital content
harder than managing print
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Tech for Physical Libraries Content stations: Catalog stations, e-book
kiosks, specialized resources Self-service (RFID) – increasingly duplicating
LMS / Online catalog functionality Digital signage and exhibits Computing: Wi-Fi – PCs – printing Multi-media tables Device Lending – increasingly self-service Anything to spark collaboration and
engagement
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Social Computing Web 2.0 as a separate activity often counter
productive 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
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Key Context: 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 (KnowledgeWorks / 360 Core)
Great interest in moving toward semantic web and open linked data Very little progress in linked data for operational systems AACR2 > RDA MARC > RDF (recent announcement of Library of Congress)
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Enterprise connectivity Important to be interconnected with the
technical infrastructure of related organizations: Council services, Campus,
UK: strong dynamic between local council business systems and that of the library service
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Fundamental technology shift Mainframe computing Client/Server Cloud Computing
http://www.flickr.com/photos/carrick/61952845/http://soacloudcomputing.blogspot.com/2008/10/cloud-computing.html
http://www.javaworld.com/javaworld/jw-10-2001/jw-1019-jxta.html
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Mobile Computing
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Cooperation and Resource sharing
Efforts on many fronts to cooperate and consolidate
Many regional consortia merging (Example: suburban Chicago systems)
State-wide or national implementations Software-as-a-service or “cloud” based
implementations Many libraries share computing
infrastructure and data resources
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Illinois Heartland Library Consortium
LargestConsortiumin US by Number of Members
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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?
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Shared Infrastructure Northern Ireland South Australia Denmark (tender process underway) Chile Iceland
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Challenge: Disjointed approach to information and service delivery Library Web sites offer a menu of unconnected silos:
Books: Library OPAC (ILS online catalog module) Articles: Aggregated content products, e-journal collections OpenURL linking services E-journal finding aids (Often managed by link resolver) Subject guides (e.g. Springshare LibGuides) Local digital collections
ETDs, photos, rich media collections Metasearch engines Discovery Services – often just another choice among many
All searched separately
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Integrated service Delivery A unified interface that takes full
responsibility for customer experience Avoids abrupt hand-offs Does not jettison customers away from
the library presence Inward vectors of engagement
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Integrating e-Books into Library Automation Infrastructure
Current approach involves mostly outsourced arrangements
Collections licensed wholesale from single provider
Hand-off to DRM and delivery systems of providers
Loading of MARC records into local catalog with linking mechanisms
No ability to see availability status of e-books from the library’s online catalog or discovery interface
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Online Catalog
Books, Journals, and Media at the Title Level
Not in scope: Articles Book Chapters Digital objects Web site content Etc.
Scope of SearchSearch:
Search Results
ILS Data
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Public Library Information PortalSearch:
Digital Collections
Web Site ContentCommunit
yInformatio
n
…Customer-providedcontent
Reference Sources
Search Results
Pre-built harvesting and indexing
Consolidated Index
LMS Data
Aggregated Content packages
Archives
Usage-generate
dData
Customer
Profile
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Discovery Products
http://www.librarytechnology.org/discovery.pl
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Fragmented Library Management LMS for management of (mostly) print Duplicative financial systems between library and local
government or other parent organization E-book lending platform (multiple?) Interlibrary loan (borrowing and lending) Self-service and AMH infrastructure Electronic Resource Management PC Scheduling and print management Event scheduling Digital Collections Management platforms (CONTENTdm, DigiTool,
etc.) Discovery-layer services for broader access to library collections No effective integration services / interoperability among
disconnected systems, non-aligned metadata schemes
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Library management systems Traditionally focus on circulation,
cataloging, and acquisitions Neglect patron-facing services New generation needs to operate as:
Customer relationship management Enterprise Resource Management Collection management Patron discovery and service fulfillment
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Automation priorities Current LMS model focuses on technical
services Discovery interfaces and catalog address
patron self-service General absence of customer relationship
management How can new generations of technology
infrastructure provide tools to facilitate research support, reference, and other public services
Need to generate performance metrics for these critical library services
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Comprehensive Resource Management No longer sensible to use different
software platforms for managing different types of library materials
ILS + ERM + OpenURL Resolver + Digital Asset management, etc. very inefficient model
Flexible platform capable of managing multiple type of library materials, multiple metadata formats, with appropriate workflows
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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
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Libraries need a new model of library automation Not an Integrated Library System or Library
Management System The ILS/LMS was designed to help libraries
manage print collections Generally did not evolve to manage electronic
collections Other library automation products evolved:
Electronic Resource Management Systems – OpenURL Link Resolvers – Digital Library Management Systems -- Institutional Repositories
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Library Services Platform Library-specific software. Designed to help libraries
automate their internal operations, manage collections, fulfill requests, and deliver services
Services Service 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
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Library Services Platform Characteristics
Highly Shared data models Knowledgebase architecture Some may take hybrid approach to accommodate
local data stores Delivered through software as a service
Multi-tenant Unified workflows across formats and media Flexible metadata management
MARC – Dublin Core – VRA – MODS – ONIX New structures not yet invented
Open APIs for extensibility and interoperability
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Consolidated indexUnified Presentation LayerSearch:
Digital Coll
ProQuest
EBSCO…
JSTOR
Other Resource
s
New Library Management Model
`API Layer
Library Services Platform
LearningManageme
nt
Enterprise ResourcePlanning
StockManagement
Self-Check /
Automated Return
Authentication
Service
Smart Cad /
Payment systems
Discovery
Service
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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
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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
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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