What Does the Next Generation System Look Like?

What Does the Next Generation System Look Like?

WHAT DOES THE NEXT GENERATION SYSTEM LOOK LIKE? AALL Local Systems Roundtable Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding July 23, 2012 American Association of Law Libraries 2012 Discussion Topic A discussion of the development of the next generation library systems. What are the trends of the new library systems being developed by Ex Libris, III, Serials Solutions and others. What is the current stage of development? When can we expect these systems to be deployed? What is the impact of these systems living in the cloud? How will the new systems change library staff workflows? Is open source another option to be considered? 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: 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 Agents of Change

As development efforts near completion on a new slate of automation products, vendors are beginning to pull out all the stops to monetize them. A new round of competition is heating up to place these new products in libraries, replacing their own legacy products and aiming to displace those of other companies. Recent ILS Industry Contracts Company Product OCLC WorldShare Management Services Innovative Interfaces Sierra Ex Libris Alma SirsiDynix Symphony Innovative Millennium Interfaces, Inc. The Library Library.Solution Corporation Ex Libris

Aleph VTLS Inc. Virtua Polaris Library Polaris ILS Systems Biblionix Apollo ByWater Solutions Koha PTFS LibLime LibLime Academic Koha PTFS LibLime LibLime Koha Equinox Software Evergreen Equinox Software Koha 2009 201 2011 0 184 206 8 24 126 122 45 39 32 30

43 48 47 18 33 39 22 23 25 13 53 55 7 87 44 18 44 15 79 54

7 27 21 6 Appropriate Automation Infrastructure Current automation products out of step with current realities Majority of library collection funds spent on electronic content Majority of automation efforts support print activities Management of e-content continues with inadequate supporting infrastructure New discovery solutions help with access to econtent Library users expect more engaging socially aware interfaces for Web and mobile Paradigm Shift

Thomas S. Kuhn The Structure of Scientific Revolutions (1962) Properly used to describe the major transitions such as that from the Ptolemaic view to that of Copernicus Used less properly to designate less grand shifts in science, culture, or technology Transition to Web-scale Technologies Web-scale: a characterization or marketing tag that denotes a comprehensive, highlyscalable, globally shared model

Web-scale: One of the key characteristics of emerging library management and discovery services Displaces applications or data models targeting individual libraries in isolation Discovery: index-based search Management: Library Services Platforms New-generation Library Management Cloud Computing Major trend in Information Technology Term in the cloud has devolved into marketing hype, but cloud computing in the form of multitenant software as a service offers libraries opportunities to break out of individual silos of automation and engage in widely shared cooperative systems Opportunities for libraries to leverage their combined efforts into large-scale systems with more end-user impact and organizational efficiencies Fundamental technology shift

Mainframe computing Client/Server Cloud Computing http://www.flickr.com/photos/carrick/619 52845/ p://soacloudcomputing.blogspot.com/2008/10/cloud-computing.html ttp://www.javaworld.com/javaworld/jw-10-2001/jw-1019-jxta.html Gartner Hype Cycle 2009 Gartner Hype Cycle 2010 Gartner Hype Cycle 2011 Local Computing Traditional model Locally owned and managed Shifting from departmental to enterprise

Departmental servers co-located in central IT data centers Increasingly virtualized Library Automation in the Cloud Almost all library automation vendors offer some form of cloud-based services Server management moves from library to Vendor Subscription-based business model Comprehensive annual subscription payment Offsets local server purchase and maintenance Offsets some local technology support Software as a Service Multi Tennant SaaS is the modern approach

Software functionality delivered entirely through Web interfaces One copy of the code base serves multiple sites No workstation clients Upgrades and fixes deployed universally Usually in small increments Data as a service

SaaS provides opportunity for highly shared data models WorldCat: one globally shared copy that serves all libraries Primo Central: central index of articles maintained by Ex Libris shared by all libraries implementing Primo / Primo Central KnowledgeWorks database of e-journal holdings shared among all customers of Serials Solutions products General opportunity to move away from library-bylibrary metadata management to globally shared workflows Leveraging the Cloud Moving legacy systems to hosted services provides some savings to individual institutions but does not result in dramatic transformation Globally shared data and metadata models have the potential to achieve new levels of operational efficiencies and more powerful discovery and automation scenarios that improve the position of libraries overall. Is the status quo

sustainable? ILS for management of (mostly) print Duplicative financial systems between library and campus Electronic Resource Management (non-integrated with ILS) OpenURL Link Resolver w/ knowledge base for access to full-text electronic articles Digital Collections Management platforms (CONTENTdm, DigiTool, etc.) Institutional Repositories (DSpace, Fedora, etc.) Discovery-layer services for broader access to library collections No effective integration services / interoperability among disconnected systems, non-aligned metadata schemes Integrated (for print) Library System Public Interfaces: Staff Interfaces:

Interfaces Business Logic Data Stores Circulation BIB Cataloging Holding / Items Acquisitions Serials Circ User Transact Vendor Online Catalog $$$

Funds Policies LMS / ERM: Fragmented Model Staff Interfaces: Public Interfaces: Application Programming Interfaces Circulation Cataloging Acquisitions Serials Online Catalog BIB Protocols: CORE ` Holding Circ $$$ User Vendor Policies / Items Transact Funds

E-resource License Procurement Management E-Journal License Vendors Titles Terms Common approach for ERM Staff Interfaces: Public Interfaces: Budget License Terms Application Programming Interfaces Circulation Cataloging Acquisitions Serials Online Catalog Titles / Holdings Vendors BIB

Holding Circ $$$ User Vendor Policies / Items Transact Funds Access Details 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

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 Library Services Platform Library-specific software. Designed to help libraries automate their internal operations, manage collections,

fulfillment requests, and deliver services Services Service oriented architecture Exposes Web services and other APIs 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 Platform Characteristics Highly Shared data models

Delivered through software as a service Multi-tenant Unified workflows across formats and media Flexible metadata management Knowledgebase architecture Some may take hybrid approach to accommodate local data stores MARC Dublin Core VRA MODS ONIX New structures not yet invented Open APIs for extensibility and interoperability 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 APIs expose programmatic interfaces to data and functionality New Library Management Model Search: Library Services Platform API Layer ` Stock Stock

Manageme Manageme nt nt Enterprise Enterprise Resource Resource Planning Planning Learning Learning Manageme Manageme nt nt Digital Digital Coll Coll ry Consolidated ve index e co ic is rv D Se

SelfSelfCheck Check// Automated Automated Return Return Unified Presentation Layer ProQue ProQue st st EBSCO EBSCO JSTOR JSTOR Other Other Resour Resour ces ces Smart Smart Cad Cad// Payment Payment

systems systems Authentica Authentica tion tion Service Service Library Services Platforms Category Responsible Organization WorldSha Alma re Managem ent Services OCLC. Ex Libris Key precepts Global Consolidat networke level workflows, approach to unified

managemen managem t and ent: print, discovery. electronic, digital; Hybrid data Intota Sierra Services Platform Kuali OLE Serials Solutions Innovative Interfaces, Inc Kuali Foundation Knowledge base driven.

Pure multitenant SaaS Serviceoriented architecture Technology uplift for Millennium ILS. More open source components, consolidated Manage library resources in a format agnostic approach. Integration into the broader academic enterprise infrastructure Development Schedule WorldShar e Manageme nt Services General Release in

July 2011 38 now in production Alma Intota Sierra Services Platform Kuali OLE 5 incrementa l releases to developme nt partners. Last in Dec 2012 Boston College in production July 2, Phase I: Late in 2012; Libraries in

production by 2014 Phase 1: Mid2012 with full Millennium functionality; subsequent phases that expand model. Strong sales in 2011. Libraries now in production Version 1.0 expected Dec 2012 Partners begin migration in 2013 Development Resources Company Ex Libris Follett Software Company Innovative Interfaces, Inc. SirsiDynix Corporation Serials Solutions

Axiell The Library Corporation Polaris Library Systems VTLS Inc. Dev Sup Sales Admin Other Total 170 87 83 84 80 57 39 27 24 231 143 158 166 50

66 91 42 48 54 86 43 51 46 34 28 15 12 44 49 24 23 4 35 13 2 8 13 0 3 56 57

34 28 18 512 365 311 380 237 226 199 86 110 ByWater Solutions Catalyst IT 3 3 12 3 3 1 13

BibLibre Koha Total (estimated) PTFS 4 15 5 3 8 8 Koha 16 155 Development / Deployment perspective Beginning of a new cycle of transition Over the course of the next decade, academic libraries will replace their current legacy products with new platforms

Not just a change of technology but a substantial change in the ways that libraries manage their resources and deliver their services Recent ILS Industry Contracts Company Product OCLC WorldShare Management Services Innovative Interfaces Sierra Ex Libris Alma SirsiDynix Symphony Innovative Millennium Interfaces, Inc. The Library Library.Solution Corporation Ex Libris Aleph VTLS Inc. Virtua Polaris Library Polaris ILS Systems

Biblionix Apollo ByWater Solutions Koha PTFS LibLime LibLime Academic Koha PTFS LibLime LibLime Koha Equinox Software Evergreen Equinox Software Koha 2009 201 2011 0 184 206 8 24 126 122 45 39 32 30 43 48 47

18 33 39 22 23 25 13 53 55 7 87 44 18 44 15 79 54 7 27 21 6 Competing Models of Library Automation

Traditional Proprietary Commercial ILS Traditional Open Source ILS Aleph, Voyager, Millennium, Symphony, Polaris, BOOK-IT, DDELibra, Libra.se LIBERO, Amlib, Spydus, TOTALS II, Talis Alto, OpenGalaxy Evergreen, Koha New generation Library Services Platforms Ex Libris Alma Kuali OLE (Enterprise, not cloud) OCLC WorldShare Management Services, Serials Solutions Intota

Innovative Interfaces Sierra (evolving) Convergence Discovery and Management solutions will increasingly be implemented as matched sets Ex Libris: Primo / Alma Serials Solutions: Summon / Intota OCLC: WorldCat Local / WorldShare Platform Except: Kuali OLE, EBSCO Discovery Service Both depend on an ecosystem of interrelated knowledge bases APIs exposed to mix and match, but efficiencies and synergies are lost Questions and discussion

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