CURRENT TRENDS IN LIBRARY MANAGEMENT SYSTEMS Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library Founder and.

CURRENT TRENDS IN LIBRARY MANAGEMENT SYSTEMS

Marshall BreedingDirector for Innovative Technology and ResearchVanderbilt University LibraryFounder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreedingAxiell Users Conference03 February 2011

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

www.librarytechnolog

y.org

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?Co

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

untry=Finland http://www.librarytechnology.org/map.pl?Co

untry=Denmark 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

http://

www.li

brary

tech

nolog

y.or

g/ils-

turn

over

.pl

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

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

LJ Automation Marketplace

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 Very high adoption of RFID technologies

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

full-scale / net book / tablet / mobile 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)

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)

Competing Models of Library Automation

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

Con

solid

ate

d in

dex

Search Engine

Discovery ServiceSearch:

Digital Coll

ProQuest

EBSCO…

JSTOR

Other Resour

ces

New Library Management Model

`

API Layer

Library Management

System

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

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

Circulation

BIB

Staff Interfaces:

Holding / Items

CircTransact

User Vendor Policies$$$

Funds

CatalogingAcquisitionsSerials OnlineCatalog

Public Interfaces:

Application Programming Interfaces

`

LicenseManagement

LicenseTerms

E-resourceProcurement

VendorsE-Journal

Titles

Protocols: CORE

LMS / Electronic Resource Management

Circulation

BIB

Staff Interfaces:

Holding / Items

CircTransact

User Vendor Policies$$$

Funds

Cataloging Acquisitions Serials + e-resources

Online Catalog

Public Interfaces:

Application Programming InterfacesLicense

manager

LicenseTerms

Print +Electronic

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

From local discovery to Web-scale discovery

New models of Library Collection 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

Search:

Search Results

ILS Data

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

Search: Digital

Collections

ProQuest

EBSCOhost

…MLA

Bibliography

ABC-CLIO

Search Results

Real-time query and responses

ILS Data

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

http://www.librarytechnology.org/

discovery.pl

Decoupled from ILS

Discovery Interface

Search: Digital

Collections

ProQuest

EBSCOhost

…MLA

Bibliography

ABC-CLIO

Search Results

Real-time query and responses

ILS Data

Local Index

Meta

Search

En

gin

e

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

Search: Digital

Collections

ProQuest

EBSCOhost

…MLA

Bibliography

ABC-CLIO

Search Results

Pre-built harvesting and indexing

Con

solid

ate

d In

dex

ILS Data

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:

Digital Collections

Web site data

…User

Contributed Content

Search Results

Loca

l Ind

ex

ILS Data

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 expectationfor access to services through mobile

Library services: Mobile web Apps

Transmit library notices through SMS

Carefully selectfunctionality appropriatefor mobile

Tablet computing

Tablet computers have been around for a while, but the introduction of Apple’s iPad increases popularity

High-qualitydevice for content consumption

Access to library services and content

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

NCSU Mobile

Next-Gen Library Catalogs

Marshall BreedingNeal-Schuman PublishersMarch 2010

Volume 1 of The Tech Set

Questions and discussion

Thanks!