CURRENT TRENDS IN LIBRARY MANAGEMENT SYSTEMS

Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ 03 February 2011 http://twitter.com/mbreeding

Axiell Users Conference

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

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?Country=Swe den http://www.librarytechnology.org/map.pl?Country=Finl and http://www.librarytechnology.org/map.pl?Country=Den mark

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

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

LJ Automation Marketplace
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

New Models
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.
no

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

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
Self

generation

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

/ private cloud / public cloud

SaaS

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

INNOVAQ > INNOPAC > Millennium > Encore Urica > Spydus
(Urica Integrated Systems, Amalgamated Wireless Australia, McDonnell Douglas Information Systems, Sanderson)

Innovative

Civica

Competing Models of Library Automation

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 WorldCat Local (+circ, acq, license management)

Cloud-based automation system

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 APIs Demand for Interoperability Libraries need to do more with their data Ability to improve customer experience

New Library Management Model

Search:

Discovery Service
Digital Coll Search Engine ProQue st EBSCO Consolidated index

Self-Check / Automated Return

Library Management System

API Layer
` Stock Managemen t Enterprise Resource Planning Learning Managemen t Authenticati on Service Smart Cad / Payment systems

JSTOR Other Resourc es

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

Staff Interfaces: Public Interfaces:

Application Programming Interfaces Circulation Cataloging AcquisitionsSerials Online Protocols: CORE `

Catalog

E-resource License ProcurementManagement

BIB

Holding Circ $$$ User Vendor Policies / Items Transact Funds

E-Journal Vendors Titles

License Terms

LMS / Electronic Resource Management

Staff Interfaces: Public Interfaces:

Application Programming Interfaces

Circulation Cataloging Acquisitions Print + Electronic Serials + e-resources License manager Online Catalog

BIB

Holding Circ User / Items Transact

Vendor

$$$ Funds

Policies

License Terms

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

New models of Library Collection Discovery

From local discovery to Web-scale 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:

ILS Data

Search Results

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:

ILS Data

Digital Collections

Search Results

ProQuest

EBSCOhost

MLA
Bibliography

ABC-CLIO

Real-time query and responses

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

Decoupled from ILS

Discovery Interface
Search:

ILS Data

Local Index

Digital Collections

Search Results

ProQuest

MetaSearch Engine

EBSCOhost

MLA
Bibliography

ABC-CLIO

Real-time query and responses

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 Webscale

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:

ILS Data

Digital Collections

Consolidated Index

ProQuest

Search Results

EBSCOhost

MLA
Bibliography

ABC-CLIO

Pre-built harvesting and indexing

Web-scale search Competitors

Serials Solutions
Summon

EBSCO Publishing
EBSCO

Discovery Service

Ex Libris
Primo

Central Local

OCLC
WorldCat

Summon

EBSCO Discovery Service

Primo / Primo Central

DBC Discovery Platform

Ting Service-oriented architecture Open source components

Fedora,

SOLR, Lucene

Brnd 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:
ILS Data

Local Index

Digital Collections

Search Results

Web site data

User Contributed Content

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 expectation for access to services through mobile Library services:

Mobile web Apps

Transmit library notices through SMS Carefully select functionality appropriate for mobile

Tablet computing

Tablet computers have been around for a while, but the introduction of Apples iPad increases popularity High-quality device for content consumption Access to library services and content

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

NCSU Mobile

Next-Gen Library Catalogs

Marshall Breeding Neal-Schuman Publishers March 2010

Volume 1 of The Tech Set

Questions and discussion

Thanks!