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The Current State and The Current State and Future Directions of Future Directions of Library Automation Library Automation rshall Breeding rshall Breeding rector for Innovative Technologies and Research rector for Innovative Technologies and Research nderbilt University nderbilt University tp:// staffweb.library.vanderbilt.edu /breeding tp:// www.librarytechnology.org / MLNC Speakers Series Missouri Library Network Corporati Kansas City, MO February 21, 2008
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The Current State and Future Directions of Library Automation

Jan 16, 2016

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The Current State and Future Directions of Library Automation. Marshall Breeding Director for Innovative Technologies and Research Vanderbilt University http://staffweb.library.vanderbilt.edu/breeding http://www.librarytechnology.org/. MLNC Speakers Series - PowerPoint PPT Presentation
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Page 1: The Current State and Future Directions of Library Automation

The Current State and The Current State and Future Directions of Future Directions of Library AutomationLibrary Automation

Marshall BreedingMarshall BreedingDirector for Innovative Technologies and ResearchDirector for Innovative Technologies and ResearchVanderbilt UniversityVanderbilt Universityhttp://staffweb.library.vanderbilt.edu/breedinghttp://www.librarytechnology.org/

MLNC Speakers Series Missouri Library Network CorporationKansas City, MOFebruary 21, 2008

Page 2: The Current State and Future Directions of Library Automation

SummarySummary

• Libraries today find themselves facing many Libraries today find themselves facing many challenges in the way that they deliver content and challenges in the way that they deliver content and services to their users. Relative to the pace of services to their users. Relative to the pace of change on the Web, the automation products change on the Web, the automation products available to libraries have evolved rather slowly. available to libraries have evolved rather slowly. Much more rapid change is in order. Breeding will Much more rapid change is in order. Breeding will review the current state of the library automation review the current state of the library automation arena and suggest some of the possible strategies arena and suggest some of the possible strategies for achieving a new generation of library automation for achieving a new generation of library automation products more in tune with current and future products more in tune with current and future challenges. These strategies include a reworking the challenges. These strategies include a reworking the basic models of library automation systems, working basic models of library automation systems, working toward more open systems, and engendering more toward more open systems, and engendering more effective partnerships with vendors.effective partnerships with vendors.

Page 3: The Current State and Future Directions of Library Automation

The Current MoldThe Current Mold

Page 4: The Current State and Future Directions of Library Automation

Technology LandscapeTechnology Landscape

• Most ILS products from commercial Most ILS products from commercial vendors maturevendors mature– None less than a decade oldNone less than a decade old– Approaching end of life cycle?Approaching end of life cycle?

• Evolved systemsEvolved systems

• No success in launching new systems in No success in launching new systems in the commercial spherethe commercial sphere– Horizon 8.0Horizon 8.0– TaosTaos

Page 5: The Current State and Future Directions of Library Automation

Current VintageCurrent Vintage

• ALEPH 500ALEPH 500 19961996• Voyager Voyager 19951995• UnicornUnicorn 19821982• PolarisPolaris 19971997• VirtuaVirtua 19951995• KohaKoha 19991999• Library.SolutionLibrary.Solution 19971997• EvergreenEvergreen 20042004• TalisTalis 19921992

Page 6: The Current State and Future Directions of Library Automation

Business LandscapeBusiness Landscape• Library Journal Automated System Marketplace:Library Journal Automated System Marketplace:

– An Industry redefined (April 1, 2007)An Industry redefined (April 1, 2007)• An increasingly consolidated industryAn increasingly consolidated industry• Moving out of a previous phase of fragmentation where Moving out of a previous phase of fragmentation where

many companies expend energies producing decreasingly many companies expend energies producing decreasingly differentiated systems in a limited marketplacedifferentiated systems in a limited marketplace

• Private Equity playing a stronger role then ever beforePrivate Equity playing a stronger role then ever before• Narrowing of product options Narrowing of product options

– Chopping block: Horizon 8.0, Horizon 7.x, Accent, Winnebago, Chopping block: Horizon 8.0, Horizon 7.x, Accent, Winnebago, Athena, InfoCenreAthena, InfoCenre

• Increasing dissatisfaction with purely commercial, closed Increasing dissatisfaction with purely commercial, closed source optionssource options

• Open Source opportunities rise to challenge the grip of Open Source opportunities rise to challenge the grip of traditional commercial modeltraditional commercial model

Page 7: The Current State and Future Directions of Library Automation

Industry Health 2008Industry Health 2008

• Mixed growth in Personnel counts:Mixed growth in Personnel counts:– Ex Libris +6%Ex Libris +6%– Innovative + 5%Innovative + 5%– SirsiDynix -28%SirsiDynix -28%– Library Corporation -10%Library Corporation -10%

• ILS sales represent smaller portion of ILS sales represent smaller portion of revenuerevenue

• Many smaller libraries purchasing Many smaller libraries purchasing automation systemsautomation systems

• Very few large library ILS procurementsVery few large library ILS procurements

Page 8: The Current State and Future Directions of Library Automation

Library Automation History Library Automation History

Page 9: The Current State and Future Directions of Library Automation

Other Business Other Business ObservationsObservations• Level of innovation falls below expectations, Level of innovation falls below expectations,

despite deep resources and large development despite deep resources and large development teams.teams.

• Companies struggle to keep up with ILS Companies struggle to keep up with ILS enhancements and R&D for new innovations.enhancements and R&D for new innovations.

• Pressure within companies to reduce costs, Pressure within companies to reduce costs, increase revenue increase revenue

• Pressure from libraries for more innovative Pressure from libraries for more innovative productsproducts

• Some companies investing in technology; Some companies investing in technology; expanding marketsexpanding markets

Page 10: The Current State and Future Directions of Library Automation

ILS Migration TrendsILS Migration Trends

• Can’t expect rapid changes through a Can’t expect rapid changes through a new generation of ILSnew generation of ILS

• Few voluntary lateral migrationsFew voluntary lateral migrations

• Forced MigrationsForced Migrations– Vendor abandonmentVendor abandonment– Need to move from legacy systemsNeed to move from legacy systems– Exit from bad marriages with vendorsExit from bad marriages with vendors– Exit from bad marriages with consortiaExit from bad marriages with consortia

Page 11: The Current State and Future Directions of Library Automation

Role of the ILS in Library Role of the ILS in Library Automation StrategiesAutomation Strategies• It’s never been harder to justify It’s never been harder to justify

investments in ILSinvestments in ILS

• Need for products focused on Need for products focused on electronic content and user experienceelectronic content and user experience– Next-gen interfacesNext-gen interfaces– Federated searchFederated search– LinkingLinking– Electronic Resource ManagementElectronic Resource Management

Page 12: The Current State and Future Directions of Library Automation

A new direction in library A new direction in library automationautomation

• A successful pitch for new A successful pitch for new automation software is one that automation software is one that enables significant transformation enables significant transformation toward current visions of the library.toward current visions of the library.

•Can’t keep doing the same thing Can’t keep doing the same thing in the same wayin the same way

Page 13: The Current State and Future Directions of Library Automation

An age of less integrated An age of less integrated systemssystems

• Increasingly dis-integrated Increasingly dis-integrated environmentenvironment

• Core ILS supplemented by:Core ILS supplemented by:– OpenURL Link ResolversOpenURL Link Resolvers– Metasearch / Federated SearchMetasearch / Federated Search– Electronic Resource ManagementElectronic Resource Management– Next Generation Library InterfacesNext Generation Library Interfaces

Page 14: The Current State and Future Directions of Library Automation

No longer an ILS-centric No longer an ILS-centric industryindustry• Portion of revenues derived from core ILS Portion of revenues derived from core ILS

products diminishing relative to other library products diminishing relative to other library tech productstech products

• Many companies and organizations that don’t Many companies and organizations that don’t offer an ILS are involved in library automation:offer an ILS are involved in library automation:– OCLCOCLC– Cambridge Information Group / BowkerCambridge Information Group / Bowker

•Serials Solutions – Syndetic Solutions – AquaBrowser, etcSerials Solutions – Syndetic Solutions – AquaBrowser, etc•WebFeatWebFeat

– Muse GlobalMuse Global

Page 15: The Current State and Future Directions of Library Automation

Open Source AlternativesOpen Source Alternatives

• Explosive interest in Open Source driven by Explosive interest in Open Source driven by disillusionment with current vendorsdisillusionment with current vendors

• Beginning to emerge as a practical optionBeginning to emerge as a practical option

• TOC (Total Cost of Ownership) still roughly TOC (Total Cost of Ownership) still roughly equal to proprietary commercial modelequal to proprietary commercial model

• Open Source still a risky AlternativeOpen Source still a risky Alternative

• Commercial/Proprietary options also a riskCommercial/Proprietary options also a risk

Page 16: The Current State and Future Directions of Library Automation

Open Source InitiativesOpen Source Initiatives

• Multiple projects to develop Open Source ILSMultiple projects to develop Open Source ILS– Koha ZoomKoha Zoom– EvergreenEvergreen– OPALS-NA (K-12 Schools)OPALS-NA (K-12 Schools)– Delft Libraries Delft Libraries

• Multiple projects to develop Open Source Multiple projects to develop Open Source Next-gen CatalogsNext-gen Catalogs– VUfind (Villanova University)VUfind (Villanova University)– C4 prototype (University of Rochester River C4 prototype (University of Rochester River

Campus Libraries)Campus Libraries)

Page 17: The Current State and Future Directions of Library Automation

Market share / PerspectiveMarket share / Perspective

• Open Source ILS implementations still a very Open Source ILS implementations still a very small percentage of the total picturesmall percentage of the total picture

• Initial set of successful implementations will Initial set of successful implementations will likely serve as a catalyst to pave the way for likely serve as a catalyst to pave the way for othersothers

• Successful implementations in wider range of Successful implementations in wider range of libraries:libraries:– State-wide consortium (Evergreen)State-wide consortium (Evergreen)– Multi-site public library systems (Koha)Multi-site public library systems (Koha)– School district consortia (OPALS-NA)School district consortia (OPALS-NA)

Page 18: The Current State and Future Directions of Library Automation

Open Source CompaniesOpen Source Companies

• Index DataIndex Data– Founded 1994; No ILS; A variety of other open source Founded 1994; No ILS; A variety of other open source

products to support libraries: search engines, federated products to support libraries: search engines, federated search, Z39.50 toolkit, etcsearch, Z39.50 toolkit, etc

• LibLimeLibLime– Founded 2005. Provides development and support services Founded 2005. Provides development and support services

for Koha ILS. Acquired original developers of Koha in Feb for Koha ILS. Acquired original developers of Koha in Feb 2007.2007.

• Equinox. Equinox. – Founded Feb 2007; staff formerly associated with GPLS Founded Feb 2007; staff formerly associated with GPLS

Pines development teamPines development team

• Care AffiliatesCare Affiliates– Founded June 2007; headed by industry veteran Carl Grant.Founded June 2007; headed by industry veteran Carl Grant.

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Andrew W. Mellon Andrew W. Mellon FoundationFoundation

• Soliciting a proposal for the design of Soliciting a proposal for the design of an Open Source ILS for higher an Open Source ILS for higher educationeducation

• Led by Duke UniversityLed by Duke University– Early stages. Proposal in developmentEarly stages. Proposal in development

Page 20: The Current State and Future Directions of Library Automation

Impact of Open SourceImpact of Open Source

• Formidable competition to Formidable competition to commercial closed-source productscommercial closed-source products

• Pressure to increase innovationPressure to increase innovation

• Pressure to decrease costsPressure to decrease costs

• Pressure to make commercial Pressure to make commercial systems more opensystems more open

• Disrupts the status quoDisrupts the status quo

Page 21: The Current State and Future Directions of Library Automation

Open source ILS Open source ILS BenchmarksBenchmarks• Most decisions to adopt Open Source ILS based on Most decisions to adopt Open Source ILS based on

philosophical reasonsphilosophical reasons• Open Source ILS will enter the main stream once its Open Source ILS will enter the main stream once its

products begin to win through objective procurement products begin to win through objective procurement processesprocesses– Hold open source ILS to the same standards as the Hold open source ILS to the same standards as the

commercial productscommercial products– Hold the open source ILS companies to the same standards:Hold the open source ILS companies to the same standards:

• Adequate customer support ratios, financial stability, service Adequate customer support ratios, financial stability, service level agreements, etc.level agreements, etc.

• Well-document total cost of ownership statements Well-document total cost of ownership statements that can be compared to other vendor price quotesthat can be compared to other vendor price quotes

• Do the Open Source ILS products offer a new vision?Do the Open Source ILS products offer a new vision?

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Working toward next Working toward next generation library interfacesgeneration library interfaces

• Redefinition of the library catalogRedefinition of the library catalog

• More comprehensive information More comprehensive information discovery environmentsdiscovery environments

• Better information delivery toolsBetter information delivery tools

• More powerful search capabilitiesMore powerful search capabilities

• More elegant presentationMore elegant presentation

Page 23: The Current State and Future Directions of Library Automation

Comprehensive Search Comprehensive Search ServiceService

• More like the Open Archives Initiative More like the Open Archives Initiative modelmodel– Harvest metadata in advanceHarvest metadata in advance

• Problems of scale diminishedProblems of scale diminished

• Problems of cooperation persistProblems of cooperation persist

Page 24: The Current State and Future Directions of Library Automation

Web 2.0 a good startWeb 2.0 a good start

• A more social and collaborative A more social and collaborative approachapproach

• Web Tools and technology that foster Web Tools and technology that foster collaborationcollaboration

• Blogs, wiki, blogs, tagging, social Blogs, wiki, blogs, tagging, social bookmarking, user rating, user bookmarking, user rating, user reviewsreviews

Page 25: The Current State and Future Directions of Library Automation

Web 2.0 supporting Web 2.0 supporting technologiestechnologies

• Web servicesWeb services

• XML APIsXML APIs

• OpenSearch vs SRU/SRWOpenSearch vs SRU/SRW

Page 26: The Current State and Future Directions of Library Automation

Redefinition of library Redefinition of library catalogscatalogs• Traditional notions of the library catalog are Traditional notions of the library catalog are

being questionedbeing questioned• It’s no longer enough to provide a catalog It’s no longer enough to provide a catalog

limited to print resourceslimited to print resources• Digital resources cannot be an afterthoughtDigital resources cannot be an afterthought• Forcing users to use different interfaces Forcing users to use different interfaces

depending on type of content becoming depending on type of content becoming less tenableless tenable

• Libraries working toward consolidated Libraries working toward consolidated search environments that give equal search environments that give equal footing to digital and print resourcesfooting to digital and print resources

Page 27: The Current State and Future Directions of Library Automation

Interface expectationsInterface expectations

• Millennial gen library users are well Millennial gen library users are well acclimated to the Web and like it.acclimated to the Web and like it.

• Used to relevancy rankingUsed to relevancy ranking– The “good stuff” should be listed firstThe “good stuff” should be listed first– Users tend not to delve deep into a result listUsers tend not to delve deep into a result list– Good relevancy requires a sophisticated Good relevancy requires a sophisticated

approach, including objective matching criteria approach, including objective matching criteria supplemented by popularity and relatedness supplemented by popularity and relatedness factors.factors.

Page 28: The Current State and Future Directions of Library Automation

Interface expectations Interface expectations (cont…)(cont…)• Very rapid response. Users have a low tolerance Very rapid response. Users have a low tolerance

for slow systemsfor slow systems• Rich visual information: book jacket images, Rich visual information: book jacket images,

rating scores, etc.rating scores, etc.• Let users drill down through the result set Let users drill down through the result set

incrementally narrowing the fieldincrementally narrowing the field• Faceted BrowsingFaceted Browsing

– Drill-down vs up-front Boolean or “Advanced Search”Drill-down vs up-front Boolean or “Advanced Search”– gives the users clues about the number of hits in each gives the users clues about the number of hits in each

sub topic.sub topic.• Navigational Bread crumbs Navigational Bread crumbs • Ratings and rankingsRatings and rankings

Page 29: The Current State and Future Directions of Library Automation

Appropriate organizational Appropriate organizational structuresstructures

• LCSH vs FASTLCSH vs FAST– Faceted Approach to Subject Faceted Approach to Subject

TerminologyTerminology

• Full MARC vs Dublin Core or MODSFull MARC vs Dublin Core or MODS

• Discipline-specific thesauri or Discipline-specific thesauri or ontologiesontologies

• ““tags”tags”

Page 30: The Current State and Future Directions of Library Automation

Current Next-Gen catalog Current Next-Gen catalog productsproducts

Page 31: The Current State and Future Directions of Library Automation

Common characteristicsCommon characteristics

• Decoupled interfaceDecoupled interfaceMass export of catalog dataMass export of catalog dataAlternative search engineAlternative search engineAlternative interfaceAlternative interface

Page 32: The Current State and Future Directions of Library Automation

Endeca Guided NavigationEndeca Guided Navigation

• North Carolina State UniversityNorth Carolina State Universityhttp://www.lib.ncsu.edu/catalog/http://www.lib.ncsu.edu/catalog/

• McMaster UniversityMcMaster Universityhttp://libcat.mcmaster.ca/http://libcat.mcmaster.ca/

• Phoenix Public LibraryPhoenix Public Libraryhttp://www.phoenixpubliclibrary.org/http://www.phoenixpubliclibrary.org/

• Florida Center for Library AutomationFlorida Center for Library Automationhttp://catalog.fcla.edu/ux.jsphttp://catalog.fcla.edu/ux.jsp

Page 33: The Current State and Future Directions of Library Automation

AquaBrowser LibraryAquaBrowser Library

• Queens Borough Public LibraryQueens Borough Public Library– http://aqua.queenslibrary.org/http://aqua.queenslibrary.org/

Page 34: The Current State and Future Directions of Library Automation

Ex Libris PrimoEx Libris Primo

• Vanderbilt UniversityVanderbilt Universityhttp://alphasearch.library.vanderbilt.eduhttp://alphasearch.library.vanderbilt.edu

• University of Minnesota University of Minnesota http://prime2.oit.umn.edu:1701/primo_librhttp://prime2.oit.umn.edu:1701/primo_library/libweb/action/search.do?vid=TWINCITIary/libweb/action/search.do?vid=TWINCITIESES

• University of IowaUniversity of Iowahttp://smartsearch.uiowa.edu/http://smartsearch.uiowa.edu/

Page 35: The Current State and Future Directions of Library Automation

Encore from Innovative Encore from Innovative InterfacesInterfaces• Nashville Public LibraryNashville Public Library

http://nplencore.library.nashville.org/iii/encore/aphttp://nplencore.library.nashville.org/iii/encore/appp

• Scottsdale Public LibraryScottsdale Public Libraryhttp://encore.scottsdaleaz.gov/iii/encore/apphttp://encore.scottsdaleaz.gov/iii/encore/app

• Yale University Lillian Goldman Law Yale University Lillian Goldman Law LibraryLibraryhttp://encore.law.yale.edu/iii/encore/apphttp://encore.law.yale.edu/iii/encore/app

Page 36: The Current State and Future Directions of Library Automation

VUFind – Villanova VUFind – Villanova UniversityUniversity

Based on Apache Solr search Based on Apache Solr search toolkittoolkit

http://www.vufind.org/http://www.vufind.org/

Page 37: The Current State and Future Directions of Library Automation

OCLC Worldcat LocalOCLC Worldcat Local

• OCLC Worldcat customized for OCLC Worldcat customized for local library cataloglocal library catalog– Relies on hooks into ILS for local Relies on hooks into ILS for local

servicesservices

• Washington University LibrariesWashington University Librarieshttp://uwashington.worldcat.org/http://uwashington.worldcat.org/

• University of California Melvyl University of California Melvyl CatalogCatalog

Page 38: The Current State and Future Directions of Library Automation

Library-developed solutionsLibrary-developed solutions

• eXtensible CatalogeXtensible Catalog

• University of Rochester – River University of Rochester – River Campus LibrariesCampus Libraries

• Financial support from the Andrew Financial support from the Andrew W. Mellon FoundationW. Mellon Foundation

• http://www.extensiblecatalog.info/http://www.extensiblecatalog.info/

Page 39: The Current State and Future Directions of Library Automation

Working toward a new ILS Working toward a new ILS VisionVision

• How libraries work has changed dramatically How libraries work has changed dramatically over the last 20 years.over the last 20 years.

• ILS built largely on workflows cast more than 25 ILS built largely on workflows cast more than 25 years agoyears ago

• Based on assumptions that have long since Based on assumptions that have long since changedchanged

• Digital resources represent at least half of most Digital resources represent at least half of most academic libraries collection budgetsacademic libraries collection budgets

• The automation needs of libraries today is The automation needs of libraries today is broader than that provided by the legacy ILSbroader than that provided by the legacy ILS

Page 40: The Current State and Future Directions of Library Automation

Libraries ready for a new Libraries ready for a new coursecourse

• Level of dissatisfaction with the current slate of Level of dissatisfaction with the current slate of ILS products is very high.ILS products is very high.

• Large monolithic systems are unwieldy—very Large monolithic systems are unwieldy—very complex to install, administer and maintain.complex to install, administer and maintain.

• Continue to be large gaps in functionalityContinue to be large gaps in functionality– Interlibrary loanInterlibrary loan– Collection developmentCollection development– Preservation: print / digitalPreservation: print / digital– Book bindingBook binding– Remote storage operationsRemote storage operations

Page 41: The Current State and Future Directions of Library Automation

Less Proprietary / More OpenLess Proprietary / More Open

• Libraries demand more opennessLibraries demand more openness• Open source movement greatest challenge Open source movement greatest challenge

to current slate of commercial ILS productsto current slate of commercial ILS products• Demand for open access to dataDemand for open access to data

– API’s essentialAPI’s essential– Beyond proprietary APIsBeyond proprietary APIs– Ideal: Industry-standard set of API’s Ideal: Industry-standard set of API’s

implemented by all systemsimplemented by all systems– Current NISO effort to define API for an ILS for Current NISO effort to define API for an ILS for

decoupled catalogsdecoupled catalogs– DLF-sponsored initiativeDLF-sponsored initiative

Page 42: The Current State and Future Directions of Library Automation

Open but Commercial?Open but Commercial?

• As library values evolve toward open As library values evolve toward open solutions, commercial companies will see solutions, commercial companies will see increasing advantages in adopting more increasing advantages in adopting more open strategiesopen strategies

• Open DataOpen Data– Well documented database schemasWell documented database schemas– APIs for access to all system functionalityAPIs for access to all system functionality

• More customizability; better integrationMore customizability; better integration• Open Source Software?Open Source Software?• Key differentiation lies in service and supportKey differentiation lies in service and support

Page 43: The Current State and Future Directions of Library Automation

Comprehensive automationComprehensive automation

• Need the ability to automation all aspects Need the ability to automation all aspects of library workof library work

• Suite of interoperable modulesSuite of interoperable modules

• Single point of management for each Single point of management for each category of informationcategory of information

• Not necessarily through a single Not necessarily through a single monolithic systemmonolithic system

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More lightweight approachMore lightweight approach

• More elegant and efficientMore elegant and efficient

• Easier to install and administerEasier to install and administer

• Automation systems that can be operated Automation systems that can be operated with fewer number of technical staffwith fewer number of technical staff

Page 45: The Current State and Future Directions of Library Automation

Redefining the bordersRedefining the borders

• Many artificial distinctions prevail in the legacy Many artificial distinctions prevail in the legacy ILS modelILS model

• Online catalog / library portal / institutional portalOnline catalog / library portal / institutional portal• Circulation / ILL / Direct consortial borrowing / Circulation / ILL / Direct consortial borrowing /

remote storageremote storage• Collection Development / Acquisitions / budget Collection Development / Acquisitions / budget

administrationadministration• Library acquisitions / Institutional ERPLibrary acquisitions / Institutional ERP

• Cataloging / Metadata document ingestion for Cataloging / Metadata document ingestion for digital collectionsdigital collections

• Digital / Print workflowsDigital / Print workflows

Page 46: The Current State and Future Directions of Library Automation

Separation of front-end from Separation of front-end from back-end back-end

• ILS OPAC not necessarily best library ILS OPAC not necessarily best library interfaceinterface

• Many efforts already underway to offer Many efforts already underway to offer alternativesalternatives

• Too many of the resources that belong in Too many of the resources that belong in the interface are out of the ILS scopethe interface are out of the ILS scope

• Technology cycles faster for front-end than Technology cycles faster for front-end than for back-end processes.for back-end processes.

Page 47: The Current State and Future Directions of Library Automation

Service-oriented ArchitectureService-oriented Architecture

• Work toward a service-oriented business Work toward a service-oriented business applicationapplication

• Suite of light-weight applicationsSuite of light-weight applications

• Flexibility to evolve in step with changes in Flexibility to evolve in step with changes in library services and practiceslibrary services and practices

Page 48: The Current State and Future Directions of Library Automation

Enterprise interoperabilityEnterprise interoperability

• Interoperate with non-library Interoperate with non-library applicationsapplications

• Course managementCourse management

• Accounting, finance, ERM Accounting, finance, ERM applicationsapplications

• External authentication servicesExternal authentication services

• Other portal implementationsOther portal implementations

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Massively consolidated Massively consolidated implementationsimplementations

• State/Province-wide ILS State/Province-wide ILS implementationsimplementations

• Increased reliance on consortiaIncreased reliance on consortia

• Increased Software as a Service / ASP Increased Software as a Service / ASP options hosted by vendorsoptions hosted by vendors

• Radical simplification of library Radical simplification of library policies affecting services offered to policies affecting services offered to patronspatrons

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Fitting into the Global Fitting into the Global EnterpriseEnterprise• Leverage capabilities of search engines: Leverage capabilities of search engines:

– Google, Google Scholar, Microsoft Live, Ask, Google, Google Scholar, Microsoft Live, Ask, etcetc

• OCLC WorldCatOCLC WorldCat

• Sort out the relationships between the Sort out the relationships between the global enterprise and local systemsglobal enterprise and local systems

• Leverage the content in enterprise Leverage the content in enterprise discovery systems to drive users toward discovery systems to drive users toward library resourceslibrary resources

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Revise assumptions regarding Revise assumptions regarding MetadataMetadata• Reliance on MARC widely questionedReliance on MARC widely questioned• XML widely deployedXML widely deployed• The next-gen ILS must natively support many The next-gen ILS must natively support many

flavors of metadata: MARC, Dublin Core, Onix, flavors of metadata: MARC, Dublin Core, Onix, METS, etcMETS, etc

• Library of Congress Subject Headings vs FASTLibrary of Congress Subject Headings vs FAST• Approaching a post-metadata where discovery Approaching a post-metadata where discovery

systems operate on actual digital objects systems operate on actual digital objects themselves, not metadata about themthemselves, not metadata about them– High-quality metadata will always improve discoveryHigh-quality metadata will always improve discovery

• Incorporate content from mass digitization effortsIncorporate content from mass digitization efforts• Increasing proportions of rich media content: Increasing proportions of rich media content:

audio, videoaudio, video

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Competing in an crowded field Competing in an crowded field of information providersof information providers

• Commercial Web destinations increasingly Commercial Web destinations increasingly overlap with services offered by librariesoverlap with services offered by libraries

• Expectations of users set by their Expectations of users set by their experiences with commercial destinationsexperiences with commercial destinations

• Web-based library services need to be on Web-based library services need to be on the same levelthe same level

• Pressure to revamp library interfaces, Pressure to revamp library interfaces, discovery, and delivery toolsdiscovery, and delivery tools

Page 53: The Current State and Future Directions of Library Automation

New models of Software New models of Software DevelopmentDevelopment

• Role of commercial partners Role of commercial partners – Break out of marketing / consumer modelBreak out of marketing / consumer model– Substantial dialog that shapes the Substantial dialog that shapes the

direction of product developmentdirection of product development

• Increased partnershipsIncreased partnerships

• Accelerated development cyclesAccelerated development cycles

• Cost-effective / realistic cost Cost-effective / realistic cost expectationsexpectations

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Evolution vs RevolutionEvolution vs Revolution

• What we have today is a result of 35 years What we have today is a result of 35 years of evolutionof evolution

• Is it possible to break free of the constraints Is it possible to break free of the constraints of these evolved systems toward a new of these evolved systems toward a new generation that will offer a fresh approach?generation that will offer a fresh approach?

• Are libraries now willing to let go of the of Are libraries now willing to let go of the of ILS legacy of times past and move forward ILS legacy of times past and move forward with library automation cast in a new with library automation cast in a new mould.mould.

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A unique opportunityA unique opportunity

• Web 2.0 has invigorated libraries toward Web 2.0 has invigorated libraries toward more open and collaborative strategiesmore open and collaborative strategies

• Service Oriented Architecture provides a Service Oriented Architecture provides a platform for assembling library systems more platform for assembling library systems more in tune with the needs of today’s librariesin tune with the needs of today’s libraries

• Intense interest by both libraries and vendors Intense interest by both libraries and vendors to catch up and move forward in delivering to catch up and move forward in delivering library interfaces that work better for today’s library interfaces that work better for today’s Web-savvy usersWeb-savvy users

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