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Blending evolution with revolution - Library Technology Guides

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CURRENT TRENDS IN

LIBRARY MANAGEMENT

SYSTEMS







Marshall Breeding

Director for Innovative Technology and

Research

Vanderbilt University Library

Founder and Publisher, Library Technology

Guides

http://www.librarytechnology.org/

03 February 2011

http://twitter.com/mbreeding

Axiell Users Conference

Abstract

 Marshall Breeding will present his view of the

current state of the art of library management

systems, the role of discovery products to

improve end-user experiences, and give some

perspective on what's emerging in the near

future in the technologies that libraries will

need to manage their operations and to

provide services to their users.

Current state of the industry

Library Technology Guides

Public Libraries in Denmark

Libraries in Sweden – Map view









http://www.librarytechnology.org/map.pl?Country=Sweden

lib-web-cats coverage of Axiell

countries

 Map view

 http://www.librarytechnology.org/map.pl?Country=Swe

den

 http://www.librarytechnology.org/map.pl?Country=Finl

and

 http://www.librarytechnology.org/map.pl?Country=Den

mark

 Listings

 http://www.librarytechnology.org/libraries.pl?Country=

Sweden

 http://www.librarytechnology.org/libraries.pl?Country=

Finland

 http://www.librarytechnology.org/libraries.pl?Country=

Denmark

LMS market in Denmark Public

Libraries

LMS deployments in Sweden --

Academic

LMS deployments in Sweden --

Public

UK LMS Deployments

(libraries)

LMS deployments in Germany

Dynamics of the ILS market

ILS Deployments in Germany

Lib-web-cats Technology Profile

Lib-web-cats extended for RFID

Products

Lib-web-cats tech profile

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

LJ Automation Marketplace

Annual Industry report published in Library Journal:

 2011: ??

 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

New Models…



…no longer an industry where

companies compete on the basis

of the best or the most features

in similar products but one where

companies distinguish

themselves through products

and services that define

different futures for their

library customers.

Core Systems…



Although ILS sales no longer

completely define the library

automation market, new sales

and ongoing support of these

flagship products continue as

the largest and most reliable

revenue stream.

Trends in Scandinavia

 Local companies and products consolidated into

Axiell

 Very little presence of external international

companies

 Millennium (Innovative Interfaces)

 Aleph 500 – Limited presence – many shifted to Axiell

products

 More international systems in Academic Libraries

 Moving toward new public portal through Axiell

Arena

 Little movement toward open source LMS

Compared to North America

 Significant consolidation, yet no vendor

dominates entirely

 Library services available reliant on state and

local government initiatives and resources

 Movement toward open source ILS – regional

and state-wide projects underway

Key Context: Libraries in

Transition

 Shift from Print > Electronic

 Increasing emphasis on subscribed content,

especially articles and databases

 Strong emphasis on digitizing local collections

 Demands for enterprise integration and

interoperability

Key Context: Library Users in

Transition

 New generations of library users:

 Millennial generation

 Self sufficient – reluctant to seek assistance

 Perceive themselves as competent to use information

tools without help

 Web savvy / Digital natives

 Pervasive Web 2.0 concepts /



 Inherently collaborative work styles

Key Context: Technologies in

transition

 XML / Web services / Service-oriented

Architecture

 Beyond Web 2.0

 Integration of social computing into core infrastructure

 Local computing shifting to cloud platforms

 SaaS / private cloud / public cloud

 Full spectrum of devices

/ net book / tablet / mobile

 full-scale

 Mobile the current focus, but is only one example of

device and interface cycles

Dynamics of the Library

Automation Scene

 Evolutionary ILS



 Revolutionary ILS



 Open source and Proprietary alternatives









http://www.uoguelph.ca/theportico/science/people/

Evolutionary path

 Gradual enhancement of long-standing ILS

platforms

 Wrap legacy code in APIs and Web services

 SirsiDynix

 Unicorn (+Horizon functionality) > Symphony

 Innovative

 INNOVAQ > INNOPAC > Millennium > Encore

 Civica

 Urica > Spydus

(Urica Integrated Systems, Amalgamated Wireless Australia,

McDonnell Douglas Information Systems, Sanderson)

Competing Models of Library

Automation

 Traditional Proprietary Commercial ILS

 Millennium, Symphony, Polaris

 BOOK-IT, DDELibra, Libra.se



 Traditional Open Source ILS

 Evergreen, Koha

 Clean slate automation framework (SOA,

enterprise-ready)

 Ex Libris URM, OLE Project

 Cloud-based automation system

 WorldCat Local (+circ, acq, license management)

Rethinking library automation

 Fundamental assumption: Print + Digital = Hybrid

libraries

 Traditional ILS model not adequate for hybrid libraries

 Libraries currently moving toward surrounding core ILS

with additional modules to handle electronic content

 New discovery layer interfaces replacing or

supplementing ILS OPACS

 Working toward a new model of library automation

 Monolithic legacy architectures replaced by fabric of SOA

applications

 Comprehensive Resource Management





“It's Time to Break the Mold of the Original ILS” Computers in Libraries Nov/Dec 2007

Open Systems

 Achieving openness has risen as the key

driver behind library technology strategies

 Open source

 Open API’s

 Demand for Interoperability

 Libraries need to do more with their data

 Ability to improve customer experience

New Library Management

Model

Search: Discovery Service

Self-Check /

Digital

Automated Library Coll

Search

Return Management Engine ProQue









Consolidated index

st

System

API Layer EBSCO



`

JSTOR

Stock

Managemen Other

Resourc

t es







Enterprise

Smart Cad /

Resource

Payment

Planning

systems

Learning Authenticati

Managemen on

t Service

LMS as Middleware

 LMS provides strategic core of automation

 Less involved with end-user contact

 Discovery for Web-based collection discovery and

user services

 Self-service stations for loans and returns



 Smart-card and payment systems

Academic Library Issues

 Greater concern with electronic resources

 Management: Need for consolidated approach

that balances print and electronic workflows

 Access: discovery interfaces that maximize the

value of investments in electronic content

LMS / Electronic Resource

Management



Staff Interfaces: Public Interfaces:









Application Programming Interfaces E-resource License

Circulation AcquisitionsSerials Online Protocols: CORE

Cataloging ProcurementManagement

`

Catalog









Holding Circ $$$ E-Journal License

BIB User Vendor Policies Vendors

/ Items

Transact Funds Titles Terms

LMS / Electronic Resource

Management



Staff Interfaces: Public Interfaces:









Application Programming Interfaces

Circulation Cataloging Acquisitions Serials + License Online

Print + e-resources manager Catalog

Electronic









Holding Circ $$$ License

BIB User Vendor Policies

/ Items Transact Funds Terms

Public Library Issues

 Enhance the experience of library patrons

 Management and access to physical

resources

 Self-service through the Web portal:

 View current loans, perform holds, renewals, pay

fines and fees

 Self-service in the physical library

 RFID-based self-issue and returns

 Helps the library deploy service personnel for

highest impact

New models of Library Collection

Discovery

From local discovery to Web-scale

discovery

Evolution of library collection

discovery tools

 Bound handwritten catalogs

 Card Catalogs

 Library online catalogs – OPACs

 Next-Gen Catalogs / Discovery interfaces

 Social Discovery

 Web-scale discovery services

 Comprehensive presentation layer services

Bound Catalog









National Library of Colombia

Card Catalog









National Library of Argentina

Card Catalog









National and University Library, Slovenia

Card Catalog

Card Catalog









University of Kansas Library

Online Card Catalog









Salem International University

Computerized card catalog

Online Catalog ILS Data









Search:







Search Results

Web-based online catalog

Disjointed approach to information

and service delivery

 Silos Prevail

 Books: Library OPAC (ILS 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

 All searched separately

Federated Search

 Simultaneous search of library catalog and

selected remote resources of electronic

content

 Based on live, dynamic queries cast to

multiple targets

 Limited result sets, slow performance

 Search and retrieval protocols: Z39.50, XML

gateways

Federated Search ILS Data







Digital

Search: Collections





ProQuest

Search Results





EBSCOhost









MLA

Bibliography







ABC-CLIO



Real-time query and

responses

Modernized Interface

 Single search box

 Query tools

 Did you mean

 Type-ahead



 Relevance ranked results

 Faceted navigation

 Enhanced visual displays

 Cover art

 Summaries, reviews,



 Recommendation services

Discovery Products

Decoupled from ILS

Discovery Interface ILS Data







Digital

Search:

Local Collections



Index

ProQuest

Search Results









MetaSearch

EBSCOhost









Engine



MLA

Bibliography







ABC-CLIO



Real-time query and

responses

Endeca

AquaBrowser

AquaBrowser

AquaBrowser

LS2 PAC

VuFind









VuFind: Villanova University

Differentiation in Discovery

 Products increasingly specialized between

public and academic libraries

 Public libraries: emphasis on engagement with

physical collection

 Academic libraries: concern for discovery of

heterogeneous material types, especially

books + articles + digital objects

Discovery from Local to Web-

scale

 Initial products focused on technology

 AquaBrowser, Endeca, Primo, Encore, VuFind

 Mostly locally-installed software



 Current phase focused on pre-populated

indexes that aim to deliver Web-scale

discovery

 Summon (Serials Solutions)

 WorldCat Local (OCLC)

 EBSCO Discovery Service (EBSCO)

 Primo Central

 Encore with Article Integration

Web-scale Discovery ILS Data







Digital

Search: Collections









Consolidated Index

ProQuest







Search Results EBSCOhost









MLA

Bibliography







ABC-CLIO



Pre-built harvesting

and indexing

Web-scale search Competitors

 Serials Solutions

 Summon



 EBSCO Publishing

 EBSCO Discovery Service

 Ex Libris

 Primo Central

 OCLC

 WorldCat Local

Summon

EBSCO Discovery Service

Primo / Primo Central

DBC Discovery Platform

 Ting

 Service-oriented architecture

 Open source components

 Fedora, SOLR, Lucene

 Brønd Data Well

Social Discovery

 Builds on modernized library catalog interfaces

 Strong emphasis on Web 2.0 concepts

 Users invited to contribute reviews, ratings,

preferences, reading lists, etc.

 User-supplied data becomes part of the discovery

process

 Users help each other to find interesting library

materials

 Example: Leverage use data for a

recommendation service of scholarly content

based on link resolver data: Ex Libris bX service

Social Discovery

Search: ILS Data









Local Index

Digital

Collections



Search Results

Web site

data







User

Contributed

Content

BiblioCommons

BiblioCommons

SoPAC

SoPAC

Comprehensive User Services

Portal

 Discovery + Managed User Services

 New line of products that provide a

presentation layer that replaces the entire

functionality of the Web site in addition to

providing discovery services

 Current products mostly in Europe

 Axiell – Arena

 Infor – Iguana

Comprehensive User Portal

 Full replacement for Web-based online catalog

 Content management for Web site content

 Full suite of Web 2.0 modules

 Library-specific functionality widgets

 Library hours, locations

 Library News

 Blogs

 Recently acquired materials, featured content

 All created through management console

Axiell Arena

Axiell Arena

Axiell Arena

Delivering library services to

mobile devices

 Increased expectation

for access to services

through mobile

 Library services:

 Mobile web

 Apps

 Transmit library

notices through SMS

 Carefully select

functionality appropriate

for mobile

Tablet computing

 Tablet computers have been around for a

while, but the introduction of Apple’s iPad

increases popularity

 High-quality

device for

content consumption

 Access to library

services and

content



http://www.csmonitor.com/Science/2010/0524/A-rundown-of-the-best-iPad-astronomy-a

NCSU Mobile

Next-Gen Library

Catalogs

Marshall Breeding

Neal-Schuman Publishers

March 2010









Volume 1 of The Tech Set

Questions and discussion

Thanks!



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