Journées ABES 2014 - Projet CIB - Uwe Rich

Information auf den Punkt gebracht

Focus sur »CIB Project«

-

Towards an international infrastructure

for library data

Dr. U. Risch Journées abes, May 2014


CIB Cloudbased Infrastructure for Library Data (Cloudbasierte Infrastruktur für Bibliotheksdaten) applied for at the German Research Foundation (DFG) HeBIS (consortia leader) BVB KOBV as part of the DFG-tender „New alignment of supra-regional information services“ („Neuausrichtung überregionaler Informationsservices“) official start at 1.9.2013 (funded 3 + 2 years)


Library Networks in Germany

HBZ

GBV

SWB BVB

KOBV

HeBIS

Présentateur

Commentaires de présentation

not a boring situation the good guys you can find on both sides of this slide, but it was not possible to agree on a common strategy change this kind of medieval infrastructure


German Science Organizations on CIB

German Science Council (Wissenschaftsrat) and German Science Foundation (DFG) expect a thoroughgoing reform of german library networks towards a „functional“ instead of a regional division of work. Local library systems (ILS) have to be part of this reform.

Présentateur


CIB Cloudbasierte Infrastruktur für Bibliotheksdaten


ILS – integrated “local“ library system

ILL Search

Global

Regional (network)

Library

GND, ZDB (authority files)

National

union catalog

HeBIS, BVB, GBV, SWB, (KOBV)

5

Architectural Levels

Kuali

OCLC

WorldCat

OCLC WorldShare

Platform

ExLibris Alma

SerialsSolutions Intota

NN

Six library networks are running five functionally identical cataloging systems Should that be centralized?!

5

Présentateur


nucleus, starting point


CIB: Aims and Directions

Aim: New positioning of libraries as partners in education and science

First: Future cataloging will not take place in regional

cataloguing systems but in internationally oriented environments using international metadata standards.

Second: Today‘s ILS will (almost) entirely migrate into

cloudbased systems.

Third: A „national data window“ will be established to back up data in a system under national law and to allow for services solely needed for national purposes. 6


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Moving to a new Architecture

Strong political bias in a reform of

german library networks – functional,

not regional division of work

• Changing sources of catalog data

• Changing rules of cataloging

• Changing library systems


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Changing Sources of Catalog Data

libraries spent a permanently growing amount of their acquisition budgets in order to buy „electronic“ resources scientific literature especially in natural and live sciences turns to become more and more „born digital“ same holds true for eBooks, especially for PDA

metadata/catalog data come as part of licence-bundles - and will not be entered manually into a catalog database

more centralized metadata management would be helpful


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Changing Rules of Cataloging

RDA: a comprehensive set of guidelines and instructions on resource description and access covering all types of content and media. Introduction of RDA in Germany will be completed in 2015 implements for the first time an international standard for cataloging in Germany … and gives way to a much easier (re-)use of data from external (library) data sources. can we use records from foreign countries, from foreign (cataloging) languages?


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Changing Library Systems

More then 80% of German Academic Libraries and all German library networks use Ex Libris or OCLC systems. Next Generation Library Systems of both suppliers are cloudbased should we make use of this business model „Cloud“?


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Make Or Buy?

Are there good reasons to develop a national cataloging platform? We didn‘t find any… in-house developments of this scale are overloaded with technical and organizational risks, and not justifiable with respect to already existing solutions Citing from the DFG testimony on CIB: „It is particularly convincing that … in-house developments will be avoided.“


Clouds for Library Data

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Ex Libris Alma OCLC WorldShare Platform Pro Quest Intota Kuali Foundation Kuali OLE (Open Source)

are already available – don‘t reinvent the wheel! partly based on existing data collections (WorldCat) will provide the whole functionality of today‘s „integrated

library systems“ (ILS) some supplier will provide customizing of services („App

Gallery“)


Challenges: Platforms

CIB will not prescribe libraries or networks which platform provider to use!

But: we have to start with a small number of partners and a clear commitment to the project.

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Cooperation and Committments

CIB partners signed cooperation agreements with OCLC und Ex Libris, stating that

platforms will be synchronised with respect to german library data - a Unified German Data Space emerges GND (Integrated Authority File) and ZDB (German Union Catalogue of Serials) will be integrated into the platforms an appropriate project organization is to build up in order to manage CIB project

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WorldCat Alma

Unified German Data Space

synchronisation of metadata from German libraries OCLC Number (OCN) as common and unique identifier. Deduplication takes place in OCLC WorldCat.

Unfied German Data Space


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WorldCat Alma

Platform Data Models Sync Record Policy

German Network Zone

Prototype will be realised by CIB-Partners




OCLC and ExLibris have committed themselves that platform synchronization will raise no further cost for German libraries. ӿ public libraries?

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ӿ

Unfied German Data Space


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Challenges: Data

German Cataloging Resources German authority files and central cataloguing resources have to be integrated in cloud platforms GND (Integrated Authority File) – will be integrated via a bidirectional synchronization. An integrated cataloging workflow will be set up. ZDB (German Union Catalogue of Serials) – will be coupled with the platforms to receive all titel entries made in the platforms


Challenges: Privacy

Cloudbased systems evoke new problems in data privacy US Patriot Act allows an immediate access to all data of US-guided enterprises, even in exterritorially branches/sites and without notification of users and/or public authorities concerned

Partly solvable by contract design Careful evaluation and design of the cloud-operating company Eventual exclusion of sensitive data from the cloud

Consultations with legal authorities clearly signal ways to solve these problems

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Union Catalogue

GND, ZDB (Authority Files)

ILS

ILL OPAC/ Discovery

Global

Regional Library

Network

Library

National

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Library Infrastructure 2020?

Kuali

OCLC

WorldCat

OCLC WorldShare

Platform

ExLibris Alma

ProQuest Intota NN

Synchronisation – unified german data space

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National Data Window

eResources Loan Acquisit

ion

Services instead of Systems

Management and Aggregation of Services


Infrastructure (HW & SW) Application Management

Extended Support

Partner Management Global Data Management

Migration and Manage-ment of local/ regional Data or Collections

Metadata-Management Quality Control

Development

Service Integration

Basic-Support

Regional Global Core

App-Development

Service-Mashup

Who offers which Services?

Présentateur


What are the processes to make this work? And ultimately: who carries them out? The Core is typical task of a cloud provider. OCLC is doing all core tasks and uses a private cloud architecture for that. The Global tasks are also provided by OCLC. In a way you could say that this is the platform level, OCLC provides all services to keep the WorldShare platform running and evolving. The Regional tasks are designed in such a way that they can be done by partners, while OCLC is providing them as well – depending on the region and the partner situation. In essence this means, a partner can choose among the blue services, which they want to provide to their directly connected libraries and which ones should be provided by OCLC. A partner may be an existing union catalog organisation like ABES in France. Or it may be a distributor organisation like Sabinet in South Africa. The services contain: Metadata management and quality control for the group of libraries, using appropriate tools to do that directly in WorldCat Metadata loading from local/regional material vendors and aggregators directly into WorldCat Local/regional Partner relationship management Implementation process of new libraries Data Migration Training Regional Documentation 1st level Support for librarians - customer support (incl. escalation to advanced support from OCLC) - upgrade Creating Service mash-ups from existing services, e.g. for discovery Integration of WorldShare with on campus services like finance systems, patron authentication, self check etc. Individual application development using the platform web services


Aims of the first project phase (3 years):

International cataloging platforms are ready to be used Synchronisation between OCLC WorldCat and ExLibris Alma works

German Authority File (GND) and other central cataloging resources are integrated

National Data Window is up and running

those libraries migrating in the second project phase to cloudbased library systems are nominated and ready to start.

Aims

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Thank you for listening !

Any Questions?

Journées ABES 2014 - Projet CIB - Uwe Rich

Education

german library data

changing library systems

generation library systems

external library data

local library systems

oclc systems

national data window

german academic libraries