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![Page 1: Trends in Library Resource Management and Discovery Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides.](https://reader035.fdocuments.net/reader035/viewer/2022062516/56649e1a5503460f94b08719/html5/thumbnails/1.jpg)
Trends in Library Resource Management and
Discovery
Marshall BreedingIndependent Consultant, Author, andFounder and Publisher, Library Technology Guideshttp://librarytechnology.org/http://twitter.com/mbreeding
August 08, 2015 OCLC Seminar
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Description
Marshall Breeding will give an overview of the current realm of library resource management systems and discovery services, highlighting some of the major technology trends. These products increasingly leverage use data and social networking concepts to provide more targeted and personalized services.
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Library Technology Guides
www.librarytechnology.
org
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Visualizations based on ILS data in libraries.org
Libraries.org data
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WorldShare implementations by Size
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WorldShare Management Services by Type
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Alma – Implementations by Type
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Alma – Implementations by Size
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Sierra implementations by Type
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Sierra implementations by Size
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Evergreen implementations by Type
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Perceptions 2014
http://librarytechnology.org/perceptions/2014/ Annual survey for Libraries Satisfaction levels for
Company Current ILS Service Loyalty Migration Plans
3,141 Responses 80 Countries
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Perceptions Survey 2014
Sample: Large Academic Libraries
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Satisfaction levels: Large Academic
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Library Technology Industry Reports
2014: Strategic Competition and Cooperation
2015: Operationalizing Innovation
2013: Rush to Innovate 2012: Agents of Change 2011: New Frontier 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
American Libraries Library Journal
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Library Systems Report 2015“Operationalizing innovation”
http://americanlibrariesmagazine.org/2015/05/01/library-systems-report/
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Industry Revenues
$1.8 billion global industry
$805 million from companies involved in the US
$495 million from US Libraries
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Personnel Growth / Loss
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
0
100
200
300
400
500
600
700
800
Ex Libris
SirsiDynix
Follett Software Company
Innovative Inter-faces, Inc.
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Industry and Business Trends
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Mergers and Acquisitionshttp://librarytechnology.org/mergers
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Consolidation
Industry dominated by a small number of large organizations
EBSCO Information Services ProQuest OCLC Ex Libris Innovative Interfaces SirsiDynix Follett
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Mid-sized and Small Companies Limited geographic scope Sector-specific products Maintain profitable niche Acquisition targets
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Overlap between Content and Technology
Content companies ever more deeply extended into resource management and discovery technologies
Technology companies involved in content creation and integration E-resource Knowledgebases (Journal level) Discovery indexes (Article level)
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EBSCO Information Services
Subject Indexing: EBSCO databases Content aggregation: EBSCOhost platform Discovery Technology: EBSCO Discovery
Service Print acquisition pipeline: YBP, GOBI3 Serials Acquisition pipeline
EBSCO Subscription Services E-books (academic)
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ProQuest
Database creation and aggregation ProQuest Platform
Print acquisition pipeline: Couts, MyiLibrary
Discovery Technology: Summon Resource management
360 Resource Manager 360 Link Intota (Print + electronic)
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Library sector involvement
Ex Libris: Higher Education oMbiel campusM platform
ProQuest: Colleges and University Follett: PreK-12 schools and districts SirsiDynix: Public, academic, special Innovative: Public, Academic, special OCLC: current emphasis on academic
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Industry Growth
Organic: capture new accounts Technology: Shift to hosted services Geographic: expand into new
international regions
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Ownership models
Private Equity Ex Libris (Golden Gate) Innovative (HCCG, JMI) SirsiDynix (ICV)
Family owned Follett EBSCO ProQuest (Snyder / Goldman Sachs)
Membership owned OCLC
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Technology Trends
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Deployment strategies
In previous phase, libraries preferred local hosting and were skeptical of hosted offerings
Libraries now favor hosted services Lack local IT staff and facilities Prefer to use technical personnel for tasks
other than infrastructure upkeep Expect leverage for resource sharing and
other benefits Ongoing concern for data ownership,
privacy, local control
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Software as a Service
Globally deployed platform Scaleable, redundant, secure
Web-native interfaces Multi-tenant: multiple institutional, single
code base Globally shared resources Institutionally segregated resources
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Hosted services
Hosted instances of client/server systems
Locally installed staff clients Institutional or consortial instance Very difficult to reengineer client/server
products to multi-tenant platforms Common to move to hosted service even
when not changing systems
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Open source ILS
Software model favored by libraries Current products oriented to small to
mid-sized libraries Koha -- institutional Evergreen – consortial
Academic and research libraries Kuali OLE
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API Ecosystem
Applications Programming Interface Programmatically extract or load data,
consume functionality Real-time interoperability with external
systems and services Supplements or replaces standard
protocols Community platforms: documentation,
sharable code, sandbox environment
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Metadata models
MARC dominates ILS products Library Services Platforms assume
multiple metadata formats Full support expected for RDA Expectation to support BIBFAME in near
future
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Trends in Library Resource Management
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Academic Libraries:
Collection spending dominated by subscriptions to electronic content
Remnant spending for monographs Firm orders for print Demand-driven acquisitions for e-books
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Transition to Electronic Publishing Academic libraries devote majority of
collections budgets to electronic materials
Open access represents a growing proportion of scholarly resources, though still a small minority
Public libraries increasingly offer e-book lending services
Academic libraries: primarily electronic collections
Public Libraries: Primarily physical collections
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Implications of e-publishing
Resource management systems for academic libraries must be optimized for electronic resources License management Open access outside of paid subscriptions Portfolio-based management – use
knowledge base to delineate individual titles and date coverage of aggregated content packages
Efficiently manage e-books Demand-driven acquisitions
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Public Libraries:
Vigorous lending of print materials Rising interest in e-book lending Marginal investment in e-resource
databases
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E-book lending
High demand for integration technologies
E-book lending fully blended within the library’s own online catalog or discovery interface
Simple selection, download, and reading of e-books
Librarians demand fair pricing models Publishers continue to fear impact on sales Impose policies that create more friction
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Integrate e-book platforms
Overdrive 3M Cloud Library Axis 360
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Manage local e-book collections “Douglas County” model Owned, locally hosted titles Odilo as example of new type of e-book
service provider
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School Libraries:
Access to appropriate resources Age Reading level
Oriented to district-wide resource management and discovery
Low per-school costs for technology Technologies that penetrate beyond the
library into the school or district Different assumptions for privacy and
security
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Functionality Trends
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Fragmented Resource Management Integrated Library System for management of (mostly) print Duplicative financial systems between library and university Electronic Resource Management E-Resource knowledge base and Link Resolver A-Z e-journal lists and other finding aids Interlibrary loan (borrowing and lending) Digital Collections Management platforms (CONTENTdm,
DigiTool, etc.) Separate systems for archival materials and special collections Discovery-layer services for broader access to library
collections No effective integration services / interoperability among
disconnected systems, non-aligned metadata schemes
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Cycles of fragmentation > unification
Early Phase: Modular automation Integrated Library Systems Proliferation of systems to manage
electronic resources and digital collections
Current unification phase: library services platforms bring together print and electronic resource management
Next phase? Bring archival and digital assets under common management platform
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Comprehensive Resource Management
Simplify resource management through platform consolidation
Separate components: ILS + ERM + OpenURL Resolver + Digital Asset management, etc. very inefficient model
Consolidation requires a flexible platform capable of managing multiple type of library materials, multiple metadata formats, with appropriate workflows
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Library Services Platform
Library-specific software. Technical infrastructure to help libraries automate their internal operations, manage collections, fulfillment requests, and deliver services
Services Services-oriented architecture Exposes Web services and other API’s 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
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Library Services Platforms – Functional
Manages electronic and print formats of materials
Replaces multiple incumbent products Extensive Metadata Management Multiple procurement workflows Knowledgebases Built-in collection analytics Decision support for collection
development
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Knowledge bases
Electronic Resource Management based on collective database of the body of e-content rather than library-by-library management
LSP extends knowledge base model to all resources Make links or associations from local holdings to
common bibliographic records WorldShare Management Services – based on
WorldCat Bibliographic records Ex Libris Alma – includes Community Zone of shared
records and resources Intota: expanded knowledge base that includes MARC
and other resources
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Actionable analytics
Previous generation of ILS offered reports
Libraries now expect sophisticated analytics
Make data-driven collection decisions Anticipate interest and use levels Cost per use
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Support for BIBFRAME
New bibliographic framework based on mapping MARC concepts and data into linked data model
No direct support for BIBFRAME in either integrated library systems or library services platforms
Developers are involved in BIBFRAME initiative Operational implementations will come once the
model has stabilized Current phase of experimental projects and
prototypes Applies differently to discovery versus resource
management
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Library Services Platforms – Technical
Beyond Client/Server Computing Multi-tenant platforms Web-based interfaces Services-oriented architecture Exposes APIs for extensibility and
interoperability Interoperable
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Con
solid
ate
d in
dex
Unified Presentation LayerSearch:
Digital Coll
ProQuest
EBSCO…
JSTOR
Other Resour
ces
New Library Management Model
`
API Layer
Library Services Platform
LearningManageme
nt
LearningManageme
nt
Enterprise ResourcePlanning
Enterprise ResourcePlanning
StockManageme
nt
StockManageme
nt
Self-Check /
Automated Return
Self-Check /
Automated Return
Authentication
Service
Authentication
Service
Smart Cad /
Payment systems
Smart Cad /
Payment systems
Discovery
Service
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Resource Management ModelsCategory Integrated
Library SystemProgressive
integrated library System
Library Services Platform
Resources managed
Physical Print, electronic Electronic, Physical
Technology platform
Server-based Server-based Multi-tenant SaaS
Knowledgebases None None e-holdings, bibliographic
Patron interfaces Browser-based Browser-based Browser-based
Staff interfaces Graphical Desktop (Java Swing, Windows, Mac OS)
Browser-based Browser-based
Procurement models
Purchase Purchase, license license
Hosting option Local install, ASP Local install, ASP Saas Only
Interoperability Batch transfer, proprietary API
Batch transfer, RESTful APIs,
APIs (mostly RESTful)
Products SirsiDynix Symphony, Millennium, Polaris
Sierra, SirsiDynix Symphony/BLUEcloud, Polaris, Apollo
WorldShare Management Services, Alma, ProQuest Intota, Sierra, Kuali OLE
Development strategy
Brownfield Brownfield Greenfield (mixed)
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Development Timeline for Library Services Platforms
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Library Services Platform Installations
Production installations as of December 2014
Product Installations
2014 Sales
Sierra 495 123
Alma 406 43
WorldShare Management Services
303 79
Kuali OLE 2 10
Intota 0 21
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Cycle of adoption and deployment
Beginning of a new cycle of transition that will last a decade
Development and beta phase complete Now in mass deployment phase 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
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Trends in library resource discovery
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Web-scale Index-based Discovery
Search:
Digital Collections
Web Site ContentInstitution
al Repositori
es
…E-Journals
Reference Sources
Search Results
Pre-built harvesting and indexing
Conso
lidate
d In
dex
ILS Data
Aggregated Content packages
(2009- present)
Usage-generate
dData
Customer
Profile
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Comprehensive Library Portal
Integrated Library System
Library Web site
SubjectGuides
Article, Databases,E-Book collections
Public Interfaces:
Presentation Layer
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Discovery Service Statistics
Discovery Product 2010 2011 2012 2013 2014InstalledEBSCO Discovery Service 1774 2634 8246
Primo 506 111 101 98 88 1529
Encore 56 72 36
Summon 164 214 158 195 697
WorldCat Discovery 2085
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Demise of the local catalog
Many library services platforms do not include the concept of an online catalog dedicated to local physical inventory
Designed for discovery services as public-facing interface
Implication: Discovery service must incorporate detailed functionality for local materials and related services
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Fully Integrated Strategy
Library services Platform Index-based discovery service Integrated link resolution Shared e-resource knowledgebase Analytics available from back-end and
discovery perspective
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Split Management / Discovery Strategy
Library Services Platform for management of print and electronic resources
Separate index-based discovery Knowledge base probably provided through Library
Services Platform Link Resolution separate from Discovery: how to
perform smart linking? Export and sync resource records from management
to discovery service API look-ups for resource availability and status Patron profile and services request split between
discovery and resource management components
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Discovery happens elsewhere
Beyond Library Discovery
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Discovery Beyond Library-provided Interfaces
Reality that most discovery happens external to library
Improve discoverability of library resources Locally: through incorporation of SEO and
semantic encoding Especially schema.org
Globally: OCLC, Google Scholar and other services
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Discovery beyond Library Interfaces
Improved performance of library content through Google Scholar Same expectations for transparency?
Better exposure of library-oriented content Schema.org or other microdata formats
Better exposure of scholarly resources Open access & Proprietary
Embedded tools in other campus interfaces
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Changing models of Resource Sharing
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Progressive consolidation of library services
Centralization of technical infrastructure of multiple libraries within a campus
Resource sharing support Direct borrowing among partner institutions
Shared infrastructure between institutions Examples: 2CUL (Columbia University /
Cornell University) Orbis Cascade Alliance (37 independent
colleges and universities to merge into shared LSP)
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BibliographicDatabase
Library System
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
Holdings
Main Facility
Search:
Integrated Library System
Patrons useCirculation featuresto request itemsfrom other branches
Floating Collectionsmay reduce workload forInter-branchtransfers
Model:Multi-branchIndependentLibrary System
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BibliographicDatabase
Library System A
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
BibliographicDatabase
Library System B
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
BibliographicDatabase
Library System C
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
BibliographicDatabase
Library System D
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
BibliographicDatabase
Library System F
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
BibliographicDatabase
Library System E
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
HoldingsMain Facility
Resource Sharing Application
BibliographicDatabase
Discovery and Request Management Routines
Staff Fulfillment Tools
Inter-System Communications
NCIP
SIP ISO ILL
Z39.50
NCIP
NCIP
NCIP
NCIP
NCIP
NCIP
Search:
Consortial Resource Sharing System
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BibliographicDatabase
Shared Consortia System
Library 2
Library 3
Library 4
Library 5
Library 7
Library 8
Library 9
Library 10
Holdings
Library 1 Library 6
Shared Consortial ILS
Search:
Model:Multipleindependentlibraries in aConsortiumShare an ILS
ILS configuredTo supportDirect consortialBorrowing throughCirculation Module
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Shared Infrastructure
Common discovery Retention of local automation systems Technical complex with moderate
operational benefits Common discovery + Resource
Management Systems Shared Resource management with local
discovery options
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Benefits of shared infrastructure Increased cooperation and resource
sharing Collaborative collection management Lower costs per institution Greater universe of content readily
available to patrons Avoid add-on components for union
catalog and resource requests and routing
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Shared infrastructure Projects Orbis Cascade WHELF South Australia Ireland Public
Libraries JULAC
California State University
University System of Georgia
Complete Florida Plus Program
University of Wisconsin system
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Large-scale Implementations Scale of any given project is no longer
limited Multi-tenant systems are already
supporting very large numbers of sites Shared implementation does not
necessarily require more resources than separate ones
Industry Impact: Winner-take-all dynamic can disrupt sales
trends Favors products and companies oriented
toward consortia and large systems
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Questions and discussion