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1 Redefining the Academic Library Ex Libris’ next generation solution for library management 26. March 2012

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Page 1: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

1

Redefining the Academic Library

Ex Libris’ next generation solution for library management

26. March 2012

Page 2: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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The bridge to knowledge

The Bridge of Sighs in Cambridge St John's College of Cambridge University

Page 3: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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LibraryLibraryLibrary UsersUsersUsers

The bridge to knowledgeNew services to end users

New access methodsNew tasks for the library

New collection definition

New partnerships with service providers

Page 4: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Key Criteria for the Next Generation System

• New Services to be created� Rising demand on digital and electronic resources

• Old Services to be continued� Physical material remains important

• Stretched Budgets and Staff Time

� Libraries need to prove their value to the organization

Page 5: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Three Steps to the Next Generation System

CONSOLIDATE OPTIMISE EXTEND

Page 6: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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CONSOLIDATE OPTIMISE EXTEND

Page 7: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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The idea behind Alma

Unified Resource Framework

CONSOLIDATE OPTIMISE EXTEND

CONSOLIDATE

Page 8: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Evolution of Library Automation Tools

Management Environments

DigitalPrint Electronic

User Environments

(OPAC) (Viewer)

ILSILS ERMERM DAMDAM

LinkLink

MetaSearchMetaSearch

Page 9: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Decoupled & Unified End-User Services

Management Environments

DigitalPrint Electronic

PrimoPrimo

Unified Discovery

ILSILS ERMERM DAMDAM

LinkLink

Page 10: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Added Global E-Resource Services

Management Environments

DigitalPrint Electronic

ILSILS ERMERM DAMDAM

LinkLink

PrimoPrimo

Unified Discovery

PrimoCentralPrimo

Central

Mega Indexarticles & e-books

ArticleRecommender

Service

Page 11: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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PrimoCentralPrimo

Central

Management Environments

Consolidate the Management Frameworks

Turn format-based data silos

DigitalPrint Electronic

ILSILS ERMERM DAMDAM

LinkLink

PrimoPrimo

Unified Discovery

Unified Management

Page 12: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Consolidate the Management Frameworks

Turn format-based data silos

to service-based unified workflows

Acquisitions

Preservation

Fulfillment & Linking

Resource & Metadata Mgmt

Selection

PrimoPrimo

Unified Discovery

Unified Management

PrimoCentralPrimo

Central

Page 13: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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PrimoCentralPrimo

Central

Unified Resource Framework

AlmaAlma

PrimoPrimo

Unified Discovery

Unified Management

CommunityZone

CommunityZone

Regional/NationalCatalogs

Page 14: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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The Alma Concepts

Next Generation Library Management Services

OPTIMISE

CONSOLIDATE OPTIMISE EXTEND

Page 15: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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OptimisedServices & Workflows

OptimisedData Structure

OptimisedInfrastructure

OptimisedUser Experience

Optimisation Networked library system

Automation Integrated library system

The road to the optimised library

Page 16: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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OptimisedServices & Workflows

OptimisedData Structure

OptimisedInfrastructure

OptimisedUser Experience

Optimisation Networked library system

Automation Integrated library system

The road to the optimised library

Page 17: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Optimised Infrastructure:

The Core of Cloud Computing

Business CoreTechnical Core

• Multi tenancy

• Highly Elastic performance

• Minimal local effort (browser)

• Central upgrades

• Improved configurability &easier administration

• Improved sharing

• Improved availability & security

Amsterdam, London, Frankfurt, Zürich, Paris, …

Page 18: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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• Cloud architecture• Software-as-a-Service

OptimisedServices & Workflows

OptimisedData Structure

OptimisedInfrastructure

OptimisedUser Experience

Optimisation Networked library system

Automation Integrated library system

The road to the optimised library

OptimisedData Structure

Page 19: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Optimised Data Structure:

Collaborative Metadata Management

A hybrid model to balanceglobal sharing with local needs

private metadatabibliographic & authority records

Library Catalog

holdings of all types

(P & E & D)

Library Inventory

global, shared

metadata

bibliographic &

authority records

Community Zone

OPEN

metadata

Page 20: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Optimised Data Structure:

Collaborative Metadata Management

Regional/National Catalogs

Inventory

Community Zone

Library Catalog

National Catalogs

Regional Catalog

WorldCat

Page 21: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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• Cloud architecture• Software-as-a-Service

• Community & Library Data• Automatic content enrichment

OptimisedServices & Workflows

OptimisedData Structure

OptimisedInfrastructure

OptimisedUser Experience

Optimisation Networked library system

Automation Integrated library system

The road to the optimised library

OptimisedData Structure

OptimisedServices & Workflows

Page 22: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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� Cross-resource type selection

� Combined acquisition and activation

� Unified fulfillment – P, E, & D

� User-driven collection development

� Usage-driven evaluation & renewal

� Digitization on demand

Selection ActivationMetadataMgmt

Link Resolution

FulfillmentAcquisition

Optimised Services & Workflows:

All End-to-End Workflows in one system

InventoryMgmt

Page 23: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Optimised Services & Workflows :

Actionable Analytics and Intelligence

Page 24: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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• Cloud architecture• Software-as-a-Service

• Highly automated workflows• Data analytics & intelligence

• Community & Library Data• Automatic content enrichment

OptimisedServices & Workflows

OptimisedData Structure

OptimisedInfrastructure

OptimisedUser Experience

Automation Integrated library system

The road to the optimised library

OptimisedData Structure

OptimisedServices & Workflows

OptimisedUser Experience

OptimisedUser Experience

Optimisation Networked library system

Page 25: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Primo with Alma – Smart Fulfillment

Page 26: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Primo with Alma – E-Book Display

Page 27: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Primo with Alma – Print Availability

Page 28: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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• Cloud architecture• Software-as-a-Service

• Highly automated workflows• Data analytics & intelligence

• Community & Library Data• Automatic content enrichment

OptimisedServices & Workflows

OptimisedData Structure

OptimisedInfrastructure

OptimisedUser Experience

Automation Integrated library system

The road to the optimised library

OptimisedData Structure

OptimisedServices & Workflows

OptimisedUser Experience

OptimisedUser Experience

Optimisation Networked library system

• Unified smart fulfillment• On-demand fulfillment

Page 29: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Alma Integrationand Extension

Online connectivity to external services

CONSOLIDATE OPTIMISE EXTEND

EXTEND

Page 30: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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• Monitoring• Security

• Process Level WebServices• WorkFlows

• Data Level WebServices

OptimisedServices & Workflows

OptimisedData Structure

Infrastructure

OptimisedUser Experience

Alma Interfaces on Every Level

Data Structure

Services & Workflows

User ExperienceUser Experience • Primo Interfaces

Page 31: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Metadata Providers

Material Vendors

Resource Usage

Suppliers

University Press

Research Management

Open AccessRepositories

Scholarly

Community

Union Catalogs

Resource Sharing

Partners

Virtual LearningEnvironment

Self Check

Users

Finance & ERP

Student Information System (SIS)

Identity Mngt

Parent Institution

Integrate Into Your Environment

Extend Alma by integrating it with existing and upcoming environments

LDAPLDAP

SSOSSO

SIP2SIP2

Page 32: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Extend Using the Open Platform

ThirdParty Libraries

Code Sharing

Developer Wiki

ServiceCenters

Developer Docs Apps

Page 33: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Ex Libris Alma in 7 Bullet Points…

• Cloud service

• Collaborations (libraries, users)

• Analytics -driven

• Open , Service Oriented,Extensible

• Enables libraries to offer new services

• Unified management of all resource types

• Consolidated workflows & data

CONSOLIDATE OPTIMISE EXTEND

Page 34: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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The Status

Next Generation Development Style

Page 35: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Alma Development Partners

Background Key Areas of Collaboration

� ~7M items

� Voyager, Meridian, SFX,

Primo

� ~6.5M items

� Voyager, SFX,

Primo

� Workflow streamlining

� Especially cataloging

� Systems integration

� Digital content

� Descriptive Metadata

� E-Research workflows

� ~7M items

� Aleph, Verde, DigiTool, SFX,

Primo

� Course reading workflows

� Analysis tools

� Digital collection mngmnt

� ~4M items (31 institutions) :

Aleph, Verde, DigiTool, SFX,

Primo

� Inter-institutional

relationship management

� Consortial services

Page 36: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Feb Mar Apr May Ju n Jul Aug Sep Oct Nov Dec Jan

Release Release ReleaseRelease

Alma - Agile Release Cycle

• No server or client upgrades

• No data migration

• Always on the latest release

• 3 times a year (spring, summer, winter)

• New features

• User requests & needs addressed in weeks / months (not years)

• Bug fixes, minor enhancements

• Automatic for every customer

• No impact on daily activity

Frequent, small updates Periodical Releases Lower TCO

Page 37: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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� Early Adopter Programme Kick-Off in October 2010

� 8 Partners, incl. a Consortium

� Early Adopter Programme Kick-Off in October 2011

� 11 Partner

� Early Adopter Programm Kick-Off im July 2011� 9 Partners – among them

University of York, Lancaster University, University of East London, Plymouth University, Free University of Bolzano

60 institutions in totalhave already signed Alma-Contracts

Alma Early Adopters

Page 38: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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� Integration with IDS

� GND, ZDB, …

� ILL, …

� Integration with ACC

� GND, ZDB, …

� ILL, …

� Integration with German union catalog structure

� GND, ZDB,…

� ILL, …

Alma Early Adopters D-A-CH

Page 39: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Costs and Service modells

Software-as-a-Service

Page 40: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Software-as-a-Service

• Ex Libris offers a variety of services, which is• software already installed on hardware

• ready to use via Web (Service Level Agreements)

• All new version upgrades included

�yearly subscription fee

• Each service requires certain implementation

• Data migration from legacy systems

• Training

• Initial configuration

� up-front cost

Page 41: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Regional/NationalCatalogs

PrimoCentralPrimo

Central

Ex Libris Services

AlmaAlma

PrimoPrimo

Unified Discovery

Unified Management

CommunityZone

CommunityZone

Page 42: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Ex Libris Services

PrimoCentralPrimo

Central

AlmaAlma

PrimoPrimo

CommunityZone

CommunityZone

Page 43: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Ex Libris Services – Price Modell

PrimoCentralPrimo

Central

AlmaAlma

PrimoPrimo

CommunityZone

CommunityZone

• Services and related subscriptions vary by product

• In general, subscriptions are based on number

of users, either end-users or staff-users• Another criteria is collection size, represented

by metadata records and digital objects• We offer consortia models for all products

• For a more detailed discussion we will need to

talk individually

• Please contact:• [email protected]

Page 44: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Alma has open arms

The bronze statue of

'Alma Mater' by Daniel Chester French.

The artist said he wanted to 'make a figure that should be gracious in the impression, with an attitude of welcome to the youths who should choose Columbia as their College.'

1903Columbia University,New York

Page 45: Redefining the Academic Library - GBV€¦ · The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University . 3 Library Users The bridge to knowledge

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Dr. Axel Kaschte, Strategy Director Europe

[email protected]

www.exlibrisgroup.com

Thank you!