Presentation on theme: "New Generation Library Management Systems"— Presentation transcript:
1 New Generation Library Management Systems 新世代圖書館管理系統Marshall BreedingIndependent Consult, Author,Founder and Publisher, Library Technology Guides13 May 2013HKU Library Leadership Institute
2 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 siteArticles: Aggregated content products, e-journal collectionsOpenURL linking servicesE-journal finding aids (Often managed by link resolver)Subject guides (e.g. Springshare LibGuides)Local digital collectionsETDs, photos, rich media collectionsMetasearch enginesDiscovery Services – often just another choice among manyAll searched separatelyCompare to Amazon.com where a very complex business environment is presented seamlessly.
3 Online Catalog Scope of Search ILS DataOnline CatalogSearch:Scope of SearchBooks, Journals, and Media at the Title LevelNot in scope:ArticlesBook ChaptersDigital objectsWeb site contentEtc.Search Results
4 Next-gen Catalogs or Discovery Interface (2002-2009) Single search boxQuery toolsDid you meanType-aheadRelevance ranked results (for some content sources)Faceted navigationEnhanced visual displaysCover artSummaries, reviews,Recommendation services
5 Discovery Interface search model ILS DataDiscovery Interface search modelDigital CollectionsSearch:Local IndexProQuestSearch ResultsEBSCOhostMetasearch Engine…MLA BibliographyABC-CLIOReal-time query and responses
6 Discovery Products http://www.librarytechnology.org/discovery.pl Will you distinguish Open Source vs Proprietary?
7 Differentiation in Discovery Products increasingly specialized between public and academic librariesPublic libraries: emphasis on engagement with physical collection + e-booksAcademic libraries: concern for discovery of heterogeneous material types, especially books + articles + digital objects
8 Discovery from Local to Web-scale Initial products focused on technologyAquaBrowser, Endeca, Primo, Encore, VuFind,LIBERO Uno, Civica Sorcer, Axiell ArenaMostly locally-installed softwareCurrent phase is focused on pre-populated indexes that aim to deliver Web-scale discoveryPrimo Central (Ex Libris)Summon (Serials Solutions)WorldCat Local (OCLC)EBSCO Discovery Service (EBSCO)Encore Synergy (no index, though)
9 Public Library Information Portal LMS DataPublic Library Information PortalDigital CollectionsSearch:Web Site ContentCommunity InformationAggregated Content packagesSearch ResultsConsolidated Index…Customer-provided contentReference SourcesUsage-generated DataCustomer ProfileArchivesPre-built harvesting and indexing
10 Web-scale Index-based Discovery ILS DataWeb-scale Index-based Discovery(2009- present)Digital CollectionsSearch:Web Site ContentInstitutional RepositoriesSearch ResultsAggregated Content packagesConsolidated Index…E-JournalsYour title is covered up with the ILS data content – DISCO instead of DiscoveryReference SourcesPre-built harvesting and indexing
11 Web-scale Search Problem ILS DataWeb-scale Search ProblemDigital CollectionsSearch:Web Site ContentInstitutional RepositoriesConsolidated IndexSearch ResultsAggregated Content packages…E-JournalsPre-built harvesting and indexing???Non ParticipatingContent SourcesProblem in how to deal with resources not provided to ingest into consolidated index
12 Populating Web-scale index with full text Citations or structured metadata provide key data to power search & retrieval and faceted navigationIndexing full text of content amplifies accessEvery title, phrase, term becomes an access pointImportant to understand depth indexingCurrency, dates covered, full-text or citationMany other factors
13 Full-text Book indexing HathiTrust: 11 million volumes, 5.3 million titles, 263,000 serial titles, 3.5 billion pagesHathiTrust in Discovery IndexesPrimo Central (Jan 20, 2012) [previously indexed only metadata]EBSCO Discovery Service (Sept )WorldCat Local (Sept 7, 2011)Summon (Mar 28, 2011)
14 Challenge for Relevancy Technically feasible to index hundreds of millions or billions of records through Lucene or SOLRDifficult to order records in ways that make senseMany fairly equivalent candidates returned for any given queryMust rely on use-based and social factors to improve relevancy rankings
15 Challenges for Collection Coverage To work effectively, discovery services need to cover comprehensively the body of content represented in library collectionsWhat about publishers that do not participate?Is content indexed at the citation or full-text level?What are the restrictions for non-authenticated users?How can libraries understand the differences in coverage among competing services?
16 Evaluating Index-based Discovery Services Intense competition: how well the index covers the body of scholarly content stands as a key differentiatorDifficult to evaluate based on numbers of items indexed alone.Important to ascertain now your library’s content packages are represented by the discovery service.Important to know what items are indexed by citation and which are full textImportant to know whether the discovery service favors the content of any given publisher
17 Open Discovery Initiative NISO Work Group to Develop Standards and Recommended Practices for Library Discovery Services Based on Indexed SearchInformal meeting called at ALA Annual 2011Co-Chaired by Marshall Breeding and Jenny WalkerTerm: Dec 2011 – May 2013
18 Balance of Constituents LibrariesPublishersService ProvidersSara Brownmiller, University of OregonMarshall Breeding, Vanderbilt University Jamene Brooks-Kieffer, Kansas State UniversityLucy Harrison, College Center for Library Automation (D2D liaison/observer)Laura Morse, Harvard UniversityKen Varnum, University of MichiganMichele NewberryLettie Conrad, SAGE Publications Beth LaPensee, ITHAKA/JSTOR/Portico Jeff Lang, Thomson ReutersLinda Beebe, American Psychological Assoc Aaron Wood, Alexander Street PressJenny Walker, Ex Libris Group John Law, Serials Solutions Michael Gorrell, EBSCO Information ServicesDavid Lindahl, University of Rochester (XC)Jeff Penka, OCLC (D2D liaison/observer)
19 ODI Project Goals:Identify … needs and requirements of the three stakeholder groups in this area of work.Create recommendations and tools to streamline the process by which information providers, discovery service providers, and librarians work together to better serve libraries and their users.Provide effective means for librarians to assess the level of participation by information providers in discovery services, to evaluate the breadth and depth of content indexed and the degree to which this content is made available to the user.
20 Timeline ODI Survey: www.surveymonkey.com/s/QBXZXSB Milestone Target DateStatusAppointment of working groupDecember 2011Approval of charge and initial work planMarch 2012Agreement on process and toolsJune 2012Completion of information gatheringOctober 2012Completion of initial draftJanuary 2013Completion of final draftMay 2013ODI Survey:
21 The rise of e-booksAcademic libraries: e-books included in aggregated content packagesE-books used primarily for research and consultation, not long readingPublic Libraries: Subscriptions to e-book services that provide an outsourced collection of loanable e- booksK-12 Schools, Colleges, Universities: interest in electronic textbooks
22 Integrating e-Books into Library Automation Infrastructure Current approach involves mostly outsourced arrangementsCollections licensed wholesale from single providerHand-off to DRM and delivery systems of providersLoading of MARC records into local catalog with linking mechanismsNo ability to see availability status of e-books from the library’s online catalog or discovery interface
23 2013: The current state of discovery Online Catalogs of ILS modules in declineIncreasing numbers of academic libraries offer discovery servicesIndex-based search emergesSummon, Primo/Primo Central, EBSCO Discovery Service, WorldCat LocalIndexes growing in comprehensiveness and depth.Relevancy algorithms gaining sophisticationIncreasing numbers of publishers and providers cooperate with library discovery servicesOpen Discovery Initiative launched October 2011
25 Fragmented Library Management LMS for management of (mostly) printDuplicative financial systems between library and local government or other parent organizationE-book lending platform (multiple?)Interlibrary loan (borrowing and lending)Self-service and AMH infrastructureElectronic Resource ManagementPC Scheduling and print managementEvent schedulingDigital Collections Management platforms (CONTENTdm, DigiTool, etc.)Discovery-layer services for broader access to library collectionsNo effective integration services / interoperability among disconnected systems, non-aligned metadata schemes
26 Is the status quo sustainable? ILS for management of (mostly) printDuplicative financial systems between library and campusElectronic Resource Management (non-integrated with ILS)OpenURL Link Resolver w/ knowledge base for access to full-text electronic articlesDigital Collections Management platforms (CONTENTdm, DigiTool, etc.)Institutional Repositories (DSpace, Fedora, etc.)Discovery-layer services for broader access to library collectionsNo effective integration services / interoperability among disconnected systems, non-aligned metadata schemes
29 Common approach for ERM CirculationBIBStaff Interfaces:Holding / ItemsCirc TransactUserVendorPolicies$$$FundsCatalogingAcquisitionsSerialsOnline CatalogPublic Interfaces:Application Programming InterfacesBudgetLicense TermsTitles / HoldingsVendorsAccess Details
30 Gaps in AutomationAlmost no systematic automation support for references and research servicesCustomer Relationship Management?Resource sharing / Interlibrary loan managementCollection development support
31 Comprehensive Resource Management No longer sensible to use different software platforms for managing different types of library materialsILS + ERM + OpenURL Resolver + Digital Asset management, etc. very inefficient modelFlexible platform capable of managing multiple type of library materials, multiple metadata formats, with appropriate workflowsSupport for management of metadata in bulkContinuous lifecycle chain initiated before publication
32 Academic Libraries need a new model of library management Not an Integrated Library System or Library Management SystemThe ILS/LMS was designed to help libraries manage print collectionsGenerally did not evolve to manage electronic collectionsOther library automation products evolved:Electronic Resource Management Systems – OpenURL Link Resolvers – Digital Library Management Systems -- Institutional Repositories
33 Library Services Platform Library-specific software. Designed to help libraries automate their internal operations, manage collections, fulfillment requests, and deliver servicesServicesService oriented architectureExposes Web services and other API’sFacilitates the services libraries offer to their usersPlatformGeneral infrastructure for library automationConsistent with the concept of Platform as a ServiceLibrary programmers address the APIs of the platform to extend functionality, create connections with other systems, dynamically interact with data
34 Library Services Platform Characteristics Highly Shared data modelsKnowledgebase architectureSome may take hybrid approach to accommodate local data storesDelivered through software as a serviceMulti-tenantUnified workflows across formats and mediaFlexible metadata managementMARC – Dublin Core – VRA – MODS – ONIXBibframeNew structures not yet inventedOpen APIs for extensibility and interoperability
35 Library Services Platforms CategoryWorldShare Management ServicesAlmaIntotaSierra Services PlatformKuali OLEResponsible OrganizationOCLC.Ex LibrisSerials SolutionsInnovative Interfaces, IncKuali FoundationKey preceptsGlobal network-level approach to management and discovery.Consolidate workflows, unified management: print, electronic, digital; Hybrid data modelKnowledgebase driven. Pure multi-tenant SaaSService-oriented architectureTechnology uplift for Millennium ILS. More open source components, consolidated modules and workflowsManage library resources in a format agnostic approach. Integration into the broader academic enterprise infrastructureSoftware modelProprietaryOpen Source
36 Library Services Platforms CategoryWorldShare Management ServicesAlmaIntotaSierra Services PlatformKuali OLEResponsible OrganizationOCLC.Ex LibrisSerials SolutionsInnovative Interfaces, IncKuali FoundationKey preceptsGlobal network-level approach to management and discovery.Consolidate workflows, unified management: print, electronic, digital; Hybrid data modelKnowledgebase driven. Pure multi-tenant SaaSService-oriented architectureTechnology uplift for Millennium ILS. More open source components, consolidated modules and workflowsManage library resources in a format agnostic approach. Integration into the broader academic enterprise infrastructureSoftware modelProprietaryOpen Source
37 Development Resources CompanyDevSupSalesAdminOtherTotalEx Libris170231544413512Follett Software Company871438649365Innovative Interfaces, Inc.8315843243311SirsiDynix Corporation84166512356380Serials Solutions805046457237Axiell663435226The Library Corporation399128199Polaris Library Systems2742152VTLS Inc.4812818110KohaByWater Solutions1Catalyst ITBibLibreKoha Total (estimated)PTFS516155EvergreenEquinox Software621The Open Source systems get cut off at the bottom. Is there anyway to adjust fonts to be sure this whole slide displays?
38 Open SystemsAchieving openness has risen as the key driver behind library technology strategiesLibraries need to do more with their dataAbility to improve customer experience and operational efficienciesDemand for InteroperabilityOpen source – full access to internal program of the applicationOpen API’s – expose programmatic interfaces to data and functionality
39 Open Source Integrated Library Systems Major thread in library systems developmentKohaEvergreenKuali OLE
40 New Library Management Model Consolidated indexUnified Presentation LayerSearch:Digital CollProQuestEBSCO…JSTOROther ResourcesSelf-Check / Automated Return`API LayerLibrary Services PlatformDiscovery ServiceStock ManagementEnterprise Resource PlanningSmart Cad / Payment systemsLearning ManagementAuthentication Service
41 Development / Deployment perspective Beginning of a new cycle of transitionOver the course of the next decade, academic libraries will replace their current legacy products with new platformsNot just a change of technology but a substantial change in the ways that libraries manage their resources and deliver their services
42 Eventual product consolidation Alma for resource managementEventual transition of Voyager and AlephImmediate transition of VerdeSFXDigiTool for digital collectionsPrimo / Primo Central for DiscoveryRosetta for PreservationPossible integration into Alma?
43 Competing Models of Library Automation Traditional Proprietary Commercial ILSAleph, Voyager, Millennium, Symphony, Polaris,BOOK-IT, DDELibra, Libra.seLIBERO, Amlib, Spydus, TOTALS II, Talis Alto, OpenGalaxyTraditional Open Source ILSEvergreen, KohaNew generation Library Services PlatformsEx Libris AlmaKuali OLE (Enterprise, not cloud)OCLC WorldShare Management Services,Serials Solutions IntotaInnovative Interfaces Sierra (evolving)
44 ConvergenceDiscovery and Management solutions will increasingly be implemented as matched setsEx Libris: Primo / AlmaSerials Solutions: Summon / IntotaOCLC: WorldCat Local / WorldShare PlatformExcept: Kuali OLE, EBSCO Discovery ServiceBoth depend on an ecosystem of interrelated knowledge basesAPI’s exposed to mix and match, but efficiencies and synergies are lost
45 Appropriate Automation Infrastructure Current automation products out of step with current realitiesIncreasing proportions of library collection funds spent on electronic contentMajority of automation efforts support print activitiesManagement of e-content continues with inadequate supporting infrastructureNew discovery solutions help with access to e-contentLibrary users expect more engaging socially aware interfaces for Web and mobile
46 Library Automation in the Cloud Almost all library automation vendors offer some form of “cloud-based” servicesServer management moves from library to VendorSubscription-based business modelComprehensive annual subscription paymentOffsets local server purchase and maintenanceOffsets some local technology support
47 Leveraging the CloudMoving legacy systems to hosted services provides some savings to individual institutions but does not result in dramatic transformationGlobally 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.
48 Development / Deployment perspective Beginning of a new cycle of transitionOver the course of the next decade, academic libraries will replace their current legacy products with new platformsNot just a change of technology but a substantial change in the ways that libraries manage their resources and deliver their services
49 Progressive consolidation of library services Centralization of technical infrastructure of multiple libraries within a campusResource sharing supportDirect borrowing among partner institutionsShared infrastructure between institutionsExamples: 2CUL (Columbia University / Cornell University)Orbis Cascade Alliance (37 independent colleges and universities to merge into shared LSP)
50 Open source and Open Access Open source development of platform servicesOpen source infrastructure componentsOpen APIs to expose platform servicesKnowledge base componentsOpen accessCommunity maintainedAdequately resourced