Advancing Libraries through a new Generation of Library Services Platforms and Resource Discovery Services Marshall Breeding Independent Consultant, Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding 20 May 2015 Lebanese Library Association Conference 2014
54
Embed
Marshall Breeding Independent Consultant, Founder and Publisher, Library Technology Guides
Marshall Breeding Independent Consultant, Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding. Advancing Libraries through a new Generation of Library Services Platforms and Resource Discovery Services. 20 May 2015. - PowerPoint PPT Presentation
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Advancing Libraries through a new Generation of Library Services Platforms and Resource Discovery Services
Marshall BreedingIndependent Consultant,Founder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreeding
20 May 2015 Lebanese Library Association Conference 2014
Libraries and information centers in almost all sectors and geographic regions have experienced a fundamental shift where large proportions of electronic resources and digital materials complement, or even dominate, their print collections. This shift demands a response in the technical infrastructure for libraries so that they can effectively manage and provide access to these multi-faceted collections.
Breeding will describe the major changes in the realm of library automation, including the advent of a new generation of library services platforms which take a significant departure from the integrated library systems that previously dominated. A new generation of Web-scale index-based discovery services likewise provide powerful ways for library users to work with these complex and large-scale collections. These new genres of library systems take advantage of the scalability possible through cloud computing technologies and the extensibility and interoperability enabled through the services-oriented architecture.
Library Technology Guides
www.librarytechnolog
y.org
Library Technology Industry Reports
2014: Strategic Competition and Cooperation
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
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
New discovery solutions help with access to e-content
Management of e-content continues with inadequate supporting infrastructure
Technology Shift
Client / Server > Web-based computing Beyond Web 2.0
Integration of social and academic identities and networks into core infrastructure
Local computing shifting to cloud platforms Application Service Provider offerings standard New expectations for multi-tenant software-as-a-
service Full spectrum of devices
full-scale / net book / tablet / mobile Mobile the current focus, but is only one example of
device and interface cycles
Strategic shift for Academic Libraries
Collection Shift from Print > Electronic + Digital E-journal transition largely complete Circulation of print collections slowing Large-scale investment in e-books
Technical infrastructure support: Need better tools for access to complex multi-
format collections Strong emphasis on digitizing local collections Demands for enterprise integration and
interoperability
New Metadata management WorkFlows
Moving away from individual record-by-record creation Life cycle of metadata
Metadata follows the supply chain, improved and enhanced along the way as needed
Manage metadata in bulk when possible E-book collections
Highly shared metadata E-journal knowledge bases, e.g.
Great interest in moving toward semantic web and open linked data Path emerging for linked data in resource management and
discovery systems AACR2 > RDA MARC > BIBFRAME (http://bibframe.org/)
Software as a Service
Multi Tennant SaaS is the modern approach One copy of the code base serves multiple
sites Software functionality delivered entirely
through Web interfaces No workstation clients
Upgrades and fixes deployed universally Usually in small increments
Data as a service
SaaS provides opportunity for highly shared data models
Bibliographic knowledgebase: one globally shared copy that serves all libraries
Discovery indexes: article and object-level index for resource discovery
E-resource knowledge bases: shared authoritative repository of e-journal holdings
General opportunity to move away from library-by-library metadata management to globally shared workflows
Traditional model of Automation Oriented to Print collections Single Library System
Includes branches or divisional facilities Automation strategies often set when
capabilities of automation systems were limited
Institutional solo of collection management
Fragmented Library Management ILS for management of (mostly) print Duplicative financial transactions between ILS Acquisitions and
enterprise business systems (many shadow systems) Proxy and Authentication services E-book lending platform (multiple?) Interlibrary loan (borrowing and lending) Self-service and AMH infrastructure Electronic Resource Management PC Scheduling and print management Event scheduling Digital Collections Management platforms (CONTENTdm, DigiTool,
etc.) Discovery-layer services for broader access to library collections No effective integration services / interoperability among
Enterprise Resource Planning = Acquisitions + Collection Development
Academic Libraries need a new model of library management
Not an Integrated Library System or Library Management System
The ILS 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
Integrated (for print) Library System
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
Cataloging Acquisitions Serials OnlineCatalog
Public Interfaces:
Interfaces
BusinessLogic
DataStores
LMS / ERM: Fragmented Model
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
CatalogingAcquisitionsSerials OnlineCatalog
Public Interfaces:
Application Programming Interfaces
`
LicenseManagement
LicenseTerms
E-resourceProcurement
VendorsE-Journal
Titles
Protocols: CORE
Informal management of Electronic Resources
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
CatalogingAcquisitionsSerials OnlineCatalog
Public Interfaces:
Application Programming Interfaces
Budget License Terms
Titles / Holdings
Vendors
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
Support for management of metadata in bulk Continuous lifecycle chain initiated before
publication
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 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
Library Services Platform Characteristics
Highly Shared data models Knowledgebase architecture Some may take hybrid approach to accommodate local
data stores Delivered through software as a service
Multi-tenant Unified workflows across formats and media Flexible metadata management
MARC – Dublin Core – VRA – MODS – ONIX Bibframe New structures not yet invented
Open APIs for extensibility and interoperability
Con
solid
ate
d in
dex
Search Engine
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
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 API’s – expose programmatic
interfaces to data and functionality
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.
Changing models of Resource Sharing
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
Groups of libraries want to work together to share an automation system
Number of participants limited by the perceived capacities of the automation system
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
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
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)
2CUL
Shared Services:Collection Development
Technical Services
Shared Infrastructure?:
Orbis Cascade Alliance
37 Academic Libraries Combined enrollment of 258,000 9 million titles 1997: implemented dual INN-Reach
systems Orbis and Cascade consortia merged in
2003 Currently working on implementation of
shared system
The Evolution of Library Resource Discovery
Challenge: More integrated approach to information and service delivery
Library Web sites offer a menu of unconnected silos: Books: Library OPAC (ILS online catalog module) Search the Web site 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 Discovery Services – often just another choice among
many All searched separately
Online Catalog
Books, Journals, and Media at the Title Level
Not in scope: Articles Book Chapters Digital objects Web site content Etc.
Scope of SearchSearch:
Search Results
ILS Data
Next-gen Catalogs or Discovery Interface (2002-2009)
Single search box Query tools
Did you mean Type-ahead
Relevance ranked results (for some content sources)