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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