Investing in a time of desruptive change

Joint Information Systems Committee

Investing in a time of disruptive change…Rachel Bruce, Programme Director, JISC

Picture credits at the end

Niso, Library Resource Management Systems Forum, Boston, MA, USA, October 8-9 2009


Investing in a time of disruptive change…

My context

Changes

How we’ve responded and options for the way forward


Mode of distribution


e-everything

• e-journals• e-books• e-learning• e-research • Born digital R & L

= New processes


The scale of the problem in relation to managing & sharing research data ?


Open Science, Open Educational Resources


JISC & the British Library: Google Generation Report


“Generation Y” “ … thinking and processing information fundamentally differently from their predecessors” (Prensky 2001, np).

“ …they trusted the results they got on Google above those from Librarians.” (Connaway/Radford)

Patience v want it now

Meta-search v full text

Complexity v simplicity

Logical linear learning v multi-tasking

Largely text-based v multi media

Learning from expert v figure it out yourself

Lynn Silipigni Connaway, OCLC,

Programs and Research


Q. How do you see the future of libraries? Are they becoming obsolete?A. For scientific research, probably. There is a need for purchasing which should be done nationally by specialists but most of the rest will be web-based. (Peter Murray-Rust, Cambridge University )

” Libraries are providing these high growth fields [information provision to scientists] value in the acquisition of resources - for example licensing costly journal collections - but otherwise have been relatively absent from the workflow…”

The library is generally becoming less visible and the perceived dependency on the library reduced (humanities academics having more dependency than scientists). The report summarises this as ” although librarians may still be providing significant value to their constituency, the value of the brand is decreasing” ( Ithaka)


“In fine weather I like to sit under a tree in local parklands”,Student, University of Oxford – JISC, Responding to Learners


The perfect storm


Chaos for eveyone

“…the current system is so brittle, and the alternatives are so speculative, that there’s no hope for a simple and orderly transition from State A to State B. Chaos is our lot; the best we can do is identify the various forces at work shaping various possible futures.”

Clay Shirky


Changes

people

buildings

systems


Vendor JISC / SCONUL LMS Study2008

UCISA CIS Survey2008

Ex Libris 43 (23%) 33

Talis 42 (23%) 36

Sirsi Dynix 42 (23%) 19

Innovative 33 (18%) 20

Other 16 (9%) 2

Unknown 8 (4%) 2

Total Respondents 184 (100%) 112

What do we do with what we’ve got ?


software is designed around institutional processes for managing local print collections – acquisition, accession, circulation, restricted loan, reservation - these were the automated manual systems.

electronic materials management and access to global resources requiring different processes which have been appended to these systems over time.

See – Electronic Resource Management, Open URL Resolvers, Metasearch engines.


“Libraries can do much more to open up their metadata for re-use. Players such as OCLC and TALIS already offer platforms that enable library data to be re-used. OCLC’s Worldcat…enables the find this book in a library link from Google Scholar…begs the question of 180 or so separate OPACs alongside …M25, COPAC and SUNCAT. The costs of this duplication must be considerable and the limitations of this approach increasingly frustrating to users of the Google Generation.”


See the wood for the trees…

Connectedness, platform, network effect(JISC/SCONUL LMS Study, 2008)


investigate Library 2.0 in UK HEi.e. current library uses of Web 2.0 applications and services to identify the most significant related challenges (‘Pain Points’) facing library systems development & document using the methodology of the international e-Framework.

to propose a high level library domain model positioning these challenges in a library ‘business process’ context which might assist library service partners to develop a shared articulation of service objectives and functions.

TILE


Not in initial specification

MyContext

MyInterestsKeywords

MyActivity

LMS/VLE/etcClick streams

TILE Pain PointDeriving Context

MyParametersIncl. Location

& Override

MyStudies

Modules from VLE or VRE

MyPublications

AcademicStanding

MyNetworks

e.g. FaceBookSubject Networks

User controlled

HE ‘controlled’

Automated

MyResponses

BookmarksReviews & Ratings

MyI.D.

From VLE or Registry?


Usage data and click streams

“ Supermarkets gain valuable insights into user behaviour by data mining purchases and uncovering usage trends. Further insights are gained by analysing purchasing histories, facilitated by the use of store loyalty cards.”

“ Libraries could gain valuable insights into user behaviour by data mining borrowing and uncovering usage trends. Further insights are gained by analysing borrowing histories, facilitated by the use of library cards.”

Dave Pattern, University of Huddersfield – TILE Workshop – December 2008


libraryConsumer environmentsManagement environment

Licensed

Bought

Faculty&students

Digitized AggregationsResource sharing

…

Institutional WorkflowPortals,

CMS, IR, …

PersonalWorkflow

RSS, toolbars, ..

Network level workflow

Google, …

Integratedlocal user

environment?Library web

presenceResource

sharing, …

Dempsey – October 2007


Client

Channel

Corporation

Above Business Requirements – Realms?


Realm > Requirement > ProcessDecomposition Examples

Corporate– Build Assets

• select, acquire– Manage Assets

• ingest, curate, monitor– Exploit Assets

• describe, enhance, expose– etc

Channel– Access

• register, find, locate, deliver– Add Value

• recognise, advise, contextualise, store

Client– Consume

• register, find, access, reference, store– Contribute

• comment, enhance, share

RealmCorporate

> Requirement> Manage Assets

>> Process>> Ingest

>>> Function>>> Barcode books

Example


“[The challenge is] how can local institutional needs and for global discovery develop sympathetically and efficiently together “

“The difficulties [arise from] our changed requirements and the fact that we don't appear to be able to afford new systems to meet them; therefore traditional vendors don't develop those systems, and open source systems so far seem to replicate the old systems.”


HEFCE funded SCONUL Shared Services feasibility

What, if any, opportunities exist to develop a shared service response (possibly Open Source) within the current LMS landscape

Whether there is a viable business case and delivery model to support any such opportunities


4 Library vendors 80% of the market

Vendors are responding but current systems

not well placed for future scenarios.

Shared Services provide benefits not

generated by market forces.

Early draft, unpublished.


83 institutional responses

Minimal differences based on Institution focus (Research, Teaching, Specialist), Service type (e.g. Converged or not) or Library Management System.

Over 60% of the respondents are involved in or planning some form of shared services activity.

Whilst 89% stated they were open to ‘any arrangement that delivers benefits’, a significant number supported a governance mechanism operated by ‘a sector agency’ in the style of JANET (UK).

There was little appetite for an outside operator (17%) or even a single HEI (35%) leading and recruiting partners.


92% interest in a shared service undertaking e-Journals licensing;

92% interest in a shared service undertaking e-Books licensing;

84% interest in a shared system for Electronic Resource Management;

77% interest in a shared service undertaking Electronic Resource Management.

High level of readiness to consider Open Source software (30% with a further 45% neutral)


Principal interest is clearly focused around electronic resource licensing and management and general cataloguing (all scoring 84% or greater interest)

Services that would facilitate more efficient and value added resource discovery fell in to the next group with over 50% interest

– OPAC, search / locate, ILL

– Open Data services

– Support functions such as forums and help desk


InfrastructureStorage, Services, Security

AdministrationRegistry, Finance

Learning &Teaching Research

LibraryDomain


Shared Services options

Option 1 - ‘Do nothing’

Option 2 - ‘Advisory Service’

Option 3 - ‘Discovery to Delivery (D2D) Service’

Option 4 - ‘LMS Software as a Service (SaaS)’`

Option 5 - ‘e-Content Licensing Scheme with an Electronic Resource Management (ERM) platform’

Option 6 - ‘e-Content Licensing Scheme with ERM & D2D platform’

Option 7 - ‘e-Content Licensing Scheme integrated with a total Library Management & Services Platform’

Early draft, unpublished.


E-JournalsLicensing

E-BooksLicensing

ElectronicResource

Management

Search Locate Deliver

E-content

Search Locate Full Catalogue

ElectronicResource

Cataloguing

Inter-Library Loans

RecommenderServices

Print JournalsAcquisition

Circulation

MonographsAcquisition

Local DigitalContent

Management

Phase 1

Phase 3Phase 2

Service

Acquire

Manage

LocalCollection

Cataloguing

PartnerHelp Desk

PatronHelp Desk

Support

ReadingLists

Directionof Travel


October 6, 2009SkyRiver Connects Libraries With New Bibliographic Utility

New service offers clear, cost-effective choice over current marketplace offeringsEmeryville, CA—SkyRiver today publicly announces the launch of its new bibliographic utility service. Already in use in both public and academic libraries, SkyRiver provides a clear, low-cost alternative for cooperative cataloging.


Linked data

Resource orientated

maMaking our assets available to the world


Sustainable scholarship

Excellence in learning

Joint Information Systems CommitteeKeep your eye on the future


Expect the Unexpected


“We must digitise and democratise. … the point is not to turn our backs on the world but to make the most of this extraordinarily rich university setting in order to share wealth.”

Robert Darnton, Harvard University

“ Libraries are about the future of society and free and democratic access to knowledge; the challenge is how to do this in this new global environment…”

Sarah Thomas, University of Oxford


References 1

http://www.jisc.ac.uk/whatwedo/programmes/resourcediscovery/libraryms.aspx JISC SCONUL, Library Management Systems, Horizon Scan

http://www.jisc.ac.uk/whatwedo/programmes/resourcediscovery/recordreuse.aspx , JISC, Sharing and re-use of catalogue records

http://sconulss.blogspot.com/ SCONUL Shared Services Feasibility Study Prensky, Marc. 2001. “Digital Natives, Digital Immigrants.” On the Horizon 9(5). URL:

http://www.marcprensky.com/writing. Connaway, L. Radford, M. 2007. “ Service Sea Change: Clicking with screenagers through

virtual reference” http://www.oclc.org/research/publications/archive/2007/connaway-acrl.pdf http://www.ithaka.org/ithaka-s-r/research/Ithakas%202006%20Studies%20of%20Key

%20Stakeholders%20in%20the%20Digital%20Transformation%20in%20Higher%20Education.pdf

http://www.rin.ac.uk/our-work/communicating-and-disseminating-research/e-journals-their-use-value-and-impact, RIN, CIBER University College London

http://www.jisc.ac.uk/whatwedo/programmes/resourcediscovery/googlegen.aspx Google Generation, JISC / BL, CIBER University College London


http://info.scopus.com/researchtrends/archive/RT4/cou_tre.htm, Research Trends

http://ie-repository.jisc.ac.uk/407/1/Students_Use_of_Research_Content.pdf, Students use of research content in teaching and learning, University of Central Lancashire , Centre for Research Informed Teaching

http://jisc.ac.uk/media/documents/publications/lxppostcards.pdf, http://jisc.ac.uk/media/documents/publications/lxp4.pdf , JISC Responding to Learners

http://www.jisc.ac.uk/whatwedo/programmes/resourcediscovery/tile.aspx, Towards Implementation of Library 2.0 and the e-Framework (TILE)

http://www.jisc.ac.uk/whatwedo/programmes/inf11/mosaic.aspx, Making our shared activity information count (MOSAIC)

http://www.informaworld.com/smpp/content~db=all~content=a914077465, Volume 15, Issue 1, 2009, Academic Digital Libraries of the Future: An Environment Scan, Professor Derek Law

References 2


Research data reports

Keeping Research Data Safe: http://www.jisc.ac.uk/publications/documents/keepingresearchdatasafe.aspx

Dealing with Data: Roles, Rights, Responsibilities and Relationships: http://www.jisc.ac.uk/media/documents/programmes/digitalrepositories/dealing_with_data_report-final.pdf

OSI e-infrastructure: http://www.nesc.ac.uk/documents/OSI/report.pdf

UKRDS final report: http://ukrds.ac.uk/resources/

Spectra Final report: http://ie-repository.jisc.ac.uk/387/

Skills, Role & Career Structure of Data Scientists & Curators: http://www.jisc.ac.uk/publications/documents/dataskillscareersfinalreport.aspx

IPR and Licensing Issues in Derived Data : http://www.jisc.ac.uk/media/documents/projects/iprinderiveddatareport.pdf


Image credits

Keep an eye on the future: Concept for augmented reality mobile phone: http://www.flickr.com/photos/leonardlow/310039863/ - Veritas Lux

Google Generation: http://www.flickr.com/photos/eole/380316678 - Éole

Web: http://www.flickr.com/photos/foxypar4/2124673642/ - foxypar4

Tightrope: http://www.flickr.com/photos/tammys_world/1785770650 -Smiles Are Free is Taking Midterms Missing Flickr's photostream

Perfect Storm: http://www.flickr.com/photos/24632781@N00/3712160090/ - girlguyed

Rabbit in headlights: http://www.flickr.com/photos/greendragonflygirl/3422823442/ - greendragonflygirl

e-everthing: http://www.flickr.com/photos/14922438@N00/225171152/ - yellowfilter

Changes/old book: http://www.flickr.com/photos/98469445@N00/327471676/ - vmax1978

Penguins: Professor Derek Law. Other photos: Rachel Bruce


Acknowledgements

Thanks to David Kay of Sero Consulting for the use of some of his slides from the studies he has led for JISC and SCONUL.

and to some JISC colleagues for their slides…and thanks to Lorcan Dempsey as I used one of his, and to Derek Law for the last picture.

Investing in a time of desruptive change

Education

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