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Toward Service Oriented Librarianship Oren Beit-Arie. Ex Libris Group. NISO Forum: Library Resource Management Systems October 8, 2009 Boston, MA.

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Presentation on theme: "Toward Service Oriented Librarianship Oren Beit-Arie. Ex Libris Group. NISO Forum: Library Resource Management Systems October 8, 2009 Boston, MA."— Presentation transcript:

1 Toward Service Oriented Librarianship Oren Beit-Arie. Ex Libris Group. NISO Forum: Library Resource Management Systems October 8, 2009 Boston, MA

2 2 © Ex Libris, Ltd., 2009. Proprietary and confidential. Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. © Ex Libris Ltd., 2009

3 3 © Ex Libris, Ltd., 2009. Proprietary and confidential.

4 4 Corys Yellow Chair. Arthur Ganson | MIT Museum

5 5 © Ex Libris, Ltd., 2009. Proprietary and confidential. Meet Kismet – the sociable robot http://www.ai.mit.edu/projects/humanoid-robotics-group/kismet/kismet.html

6 6 © Ex Libris, Ltd., 2009. Proprietary and confidential. Talking points Some things we observe What does it mean? A few examples What does it mean?

7 7 © Ex Libris, Ltd., 2009. Proprietary and confidential. I will not be talking about

8 8 © Ex Libris, Ltd., 2009. Proprietary and confidential.

9 9 Trends in the Academy http://www.huffingtonpost.com/pamela-samuelson/google-book-settlement-10_b_296343.html

10 10 © Ex Libris, Ltd., 2009. Proprietary and confidential. http://www.exlibrisgroup.com/category/URM_ResourceCenter

11 11 © Ex Libris, Ltd., 2009. Proprietary and confidential. An Interconnected Landscape The future of the research library cannot be considered apart from the future of the academy as a whole. (No Brief Candle, p. 2)

12 12 © Ex Libris, Ltd., 2009. Proprietary and confidential. Trend 1: More Research, More Data Improvements in computing and network technologies, digital data capture techniques, and powerful data mining techniques enable research practices that are highly collaborative, network-based, and data-intensive. Rethinking Scholarly Communication, 2004

13 13 © Ex Libris, Ltd., 2009. Proprietary and confidential. Trend 2: More Interdisciplinary Activity … many contemporary projects require effective federation of both distributed resources (data and facilities) and distributed, multidisciplinary expertise. The Atkins Report, 2003

14 14 © Ex Libris, Ltd., 2009. Proprietary and confidential. Trend 3: Changes in Scholarly Communication Models Future scholarly communication systems should closely resembleand be intertwined withthe scholarly endeavor itself, rather than being its after- thought or annex. Rethinking Scholarly Communication, 2004

15 15 Trend 4: technology, models Computing as a Service (Cloud Computing) Open Interfaces (Openness) Service Oriented Architectures (SOA) Semantic web / Linked data

16 16 And, Moores Law still working…

17 17 Ex Libris interviews: What we heard Starting in March 2008 began interviews with libraries and other stake holders globally. They told us: Meet users needs – provide a single interface for discovery and delivery of all library/institutional assets Do more with less by consolidating workflows, uniting traditional library functions with those of the digital library Support collaboration to increase productivity, leverage network effect, Support re-use of metadata Build future services with SOA-based interoperability, Network-based (SaaS) deployment option Collect and incorporate user-provided data Enable new type of services. Expand the reach

18 18 © Ex Libris, Ltd., 2009. Proprietary and confidential. It does (will and should) impact (almost) everything we do. Change is mandatory.

19 19 © Ex Libris, Ltd., 2009. Proprietary and confidential. What Does It Mean for Libraries? The changes that are occurringin technology, in research, teaching and learninghave created a very different context for the missions of academic and research libraries. Daphnée Rentfrow, No Brief Candle, 2008, p. 58

20 20 © Ex Libris, Ltd., 2009. Proprietary and confidential. New form of scholarship New form of librarianship?

21 21 © Ex Libris, Ltd., 2009. Proprietary and confidential. How To Get There… Collaboration can generate savings that the library can allocate to other activities supporting teaching and research. No Brief Candle, 2008, p. 10

22 22 © Ex Libris, Ltd., 2009. Proprietary and confidential. Collaborations

23 23 © Ex Libris, Ltd., 2009. Proprietary and confidential. Three notes on Collaboration Collaborations are key to free up resources and re-direct them to do other (important) things Collaborations are much more loosely and dynamically defined and deployed – sometimes ad-hoc… Collaborations: libraries-libraries, libraries- users, users-libraries, libraries-institutions, libraries-…

24 24 © Ex Libris, Ltd., 2009. Proprietary and confidential. How to get there/ The to-do list 1.Change the Framework 2.Leverage the Network 3.Expand the range of services 1.Change the Framework

25 25 © Ex Libris, Ltd., 2009. Proprietary and confidential. Technological Evolution in Global Library Market Linking/ Federated Search/ERM Electronic Content Management Integrated Library System (ILS) Physical Content Management Evolution of Needs Evolution in Libraries Focus Areas and Needs Digital Content Management Digital Repositories 1990s 2000 2002 Millennium Unicorn 360° III-ERM ContentDM Fedora DSpace Aleph Voyager Dynix Geac-Infor SFX Verde WebBridge Digitool Metalib

26 26 © Ex Libris, Ltd., 2009. Proprietary and confidential. Technological Evolution in Global Library Market Linking/ Federated Search/ERM Electronic Content Management Integrated Library System (ILS) Physical Content Management Evolution of Needs Evolution in Libraries Focus Areas and Needs Digital Content Management Digital Repositories User Experience Decoupled Interface 1990s 2000 20022007 Millennium Unicorn 360° III-ERM ContentDM Fedora DSpace VUFind Encore Endeca ABrowser Aleph Voyager Dynix Geac-Infor SFX Verde WebBridge Digitool Metalib Primo

27 27 © Ex Libris, Ltd., 2009. Proprietary and confidential. How to get there/ The to-do list Turn content-based verticals (slios) to service-based horizontals

28 28 © Ex Libris, Ltd., 2009. Proprietary and confidential. Integrated Library system 1. definition 2. deployment

29 29 © Ex Libris, Ltd., 2009. Proprietary and confidential. Resources ManageServe So, what do we actually do?

30 30 © Ex Libris, Ltd., 2009. Proprietary and confidential. The new framework… URD 2 Search: Local, Remote, Deep Linking UIRecommendations E-Shelf User Preferences Data Services Metadata Management KnowledgeBase Vendor Info Tags & Reviews Usage Data URM Selection Acquisition Fulfillment Patron Cataloging Inventory Maintenance Access Rights Publication Activation And Beyond… Usage Metrics …and more Preservation URD 2 Decoupled Front-end Single entry point for discovery and delivery of all material types URM Decoupled Back-end All back-office functions for the management of all materials Data Services Value added data used by applications or provided as a service e.g. CKB, MMS, Primo Central,.. Across Services… Open (Platform)

31 31 © Ex Libris, Ltd., 2009. Proprietary and confidential. For us, URM in 5 bullet points… A Service (on the Net) All materials & ownership methods: oPrint oLocal/Remote Digital oPreservation ready Workflows focused Open, modular, extensible: oIntegrated workflows, but can be deployed modularly Collaborations: oBetween libraries oWith users oWith external system (e.g. material vendors, ERP,..)

32 32 © Ex Libris, Ltd., 2009. Proprietary and confidential. How To Get There/ The to-do list 1.Change the Framework New Standards? Best practices, guidelines,… ?

33 33 © Ex Libris, Ltd., 2009. Proprietary and confidential. http://www.diglib.org/architectures/ilsdi/DLF_ILS_Discovery_1.1.pdf DLF ILS Discovery Interface Task Force

34 34 © Ex Libris, Ltd., 2009. Proprietary and confidential. With the new framework, we will need new tools We will need to develop more methods of interoperability b/w data services and systems: Kind of like KBART, but extended beyond published Journals & linking data The role of Linked Data

35 35 © Ex Libris, Ltd., 2009. Proprietary and confidential. Areas of focus 1.Traditional 2.Transitional 3.Transformational doing same things differently doing new things in support of traditional functions doing entirely new and different things

36 36 © Ex Libris, Ltd., 2009. Proprietary and confidential. Traditional: Moving to the Network Level The Wisdom of Clouds: Move software to a centralized, hosted environment Local Deployment options New benefits to libraries: Lowers Total Cost of Ownership (TCO) Allows technical staff to work on new projects Enables options for data-as-a-service Network Level Web-scaleSoftware-as- a-Service Cloud Computing

37 37 © Ex Libris, Ltd., 2009. Proprietary and confidential. Traditional: New models of bibliographic control Rethinking: On the Record: Report of the Library of Congress Working Group On the Future of Bibliographic Control (2008) A lot about production and supply chain of bibliographic metadata Lower costs; increase utility and productivity Community-based, network-borne services: New levels of services New/emerging: bilbios.net, URM/MMS, Open Library,.. The potential/promise of Linked Data*: lcsh.org VIAF (*) Linked Data = the Semantic Web done right" Tim Berners-Lee

38 38 © Ex Libris, Ltd., 2009. Proprietary and confidential. To think/do: Need to go beyond the traditional : More granular items (chapters,..) Complex /distributed data (see OAI-ORE) New types: research data, data sets Do we have the right standards ? Shared/Linked Data: Sustainability and operational challenges: E.g.: deploy batch/bulk processes for modify/delete notification ? May we please share our records?

39 39 Traditional - example of network-based services: Aggregated indexes New discovery tools: many of them enable indexing of article data With availability & affordability of computing resources (e.g. cloud services) we can now realize a really-large shared index E.g. DADS, Scholars Portal, Primo Central, Summon, Ebsco Discovery Service, etc.

40 40 To think/do: Do we really think there will be one, single index that will do-it- all? (no) Architecture of federation is still required Blend the locals the shareds (and the remotes…)

41 41 © Ex Libris, Ltd., 2009. Proprietary and confidential. Areas of focus 1.Traditional 2.Transitional 3.Transformational doing same things differently doing new things in support of traditional functions doing entirely new and different things

42 42 © Ex Libris, Ltd., 2009. Proprietary and confidential. Transitional: New Support for Library Tasks Leverage the capabilities of a Network deployment to improve support for traditional activities For example: Collaborative Collection Development Content Selection Integration with vendor systems Collaborative collection development within a consortium or ad hoc groups Shared purchasing Usage-driven Collection Development

43 43

44 44

45 45

46 46 … The Library of Congress has updated 3,266 records in the Prints & Photographs Catalog, based on information provided by the Flickr Commons project, 2008 with more to come … George Oates presentation: Into The Wild: Breathing New Life Into Collections. http://www.slideshare.net/george08/society-of-archivists-presentation

47 47 So, what does it mean? This is exciting (users as catalogers!) This is depressing (why dont they use, for e.g. Primo, for this?) ______________________________________________________________ We must meet the users where they are (URM::DisseminationControl) We must deploy back-end processes in other than library contexts

48 48 © Ex Libris, Ltd., 2009. Proprietary and confidential. Traditional and Transitional Create collaboration and partnership opportunities without compromising the librarys local needs and uniqueness Focus on the Unique (the institutional) …and integrate the Common (global information) Collaboration as a means to an end…

49 49 © Ex Libris, Ltd., 2009. Proprietary and confidential. Areas of focus 1.Traditional 2.Transitional 3.Transformational doing same things differently doing new things in support of traditional functions doing entirely new and different things

50 50 © Ex Libris, Ltd., 2009. Proprietary and confidential. Building a usage-based evaluation of scholarly communication

51 51 © Ex Libris, Ltd., 2009. Proprietary and confidential. Changes in Scholarly Information Services Greater focus on content Users create and choices & preferences they make User contribution increasingly important Explicit contribution Implicitly – usage data captured by the system (user clickstreams)

52 52 © Ex Libris, Ltd., 2009. Proprietary and confidential. Evaluation based on use? Shifting from authorship to readership Providing more timely evaluation Covering new types of materials Not instead of other (incl. authorship/citation) measurements. In addition to them…

53 53 © Ex Libris, Ltd., 2009. Proprietary and confidential. Mining usage data to enhance library services Relevance Ranking of search results Web Analytics Recommender Services New metrics for scholarly evaluation

54 54 © Ex Libris, Ltd., 2009. Proprietary and confidential. Recommender Services BibTip LibraryThing bX

55 55 © Ex Libris, Ltd., 2009. Proprietary and confidential.

56 56 © Ex Libris, Ltd., 2009. Proprietary and confidential. bX Research http://public.lanl.gov/herbertv/ papers/jcdl06_accepted_version.pdf

57 57 © Ex Libris, Ltd., 2009. Proprietary and confidential. Project MESUR http://www.mesur.org

58 58 © Ex Libris, Ltd., 2009. Proprietary and confidential. Map of Knowoledge

59 59 © Ex Libris, Ltd., 2009. Proprietary and confidential. Long term Digital Preservation

60 60 © Ex Libris, Ltd., 2009. Proprietary and confidential.

61 61 © Ex Libris, Ltd., 2009. Proprietary and confidential.

62 62 © Ex Libris, Ltd., 2009. Proprietary and confidential. Sustaining the Digital Investment Its about …to enable perpetual access & retrieval…

63 63 © Ex Libris, Ltd., 2009. Proprietary and confidential. @ National Library of New Zealand Areas of focus: Web harvesting Special Collections Direct deposit from publishers Digital legal deposit and more… >1m objects, +7TB of content Focus shifts also to academic/research institutions, beyond memory and cultural contexts

64 64 © Ex Libris, Ltd., 2009. Proprietary and confidential. Archives – Museums – Libraries These intersecting communities seem to have more in common than we have accounted for in the past…

65 65 © Ex Libris, Ltd., 2009. Proprietary and confidential. e-science/e-scholarship/e-research Possible Roles?

66 66 © Ex Libris, Ltd., 2009. Proprietary and confidential. e-science/e-scholarship/e-research.. [data deluge] is forcing historians to become scientists, and scientists to becomes archivists and curators.. WSJ Aug 28, 2009: Data Deluge Swamps Science Historians

67 67 © Ex Libris, Ltd., 2009. Proprietary and confidential. e-science/e-scholarship/e-research Data curation management & use Librarian as a Middleware (Rick Luce)

68 68 © Ex Libris, Ltd., 2009. Proprietary and confidential.

69 69 © Ex Libris, Ltd., 2009. Proprietary and confidential.

70 70 © Ex Libris, Ltd., 2009. Proprietary and confidential.

71 71 © Ex Libris, Ltd., 2009. Proprietary and confidential. New form of scholarship New form of librarianship ? !

72 72 © Ex Libris, Ltd., 2009. Proprietary and confidential. Possible New Roles and Processes Bibliographer Acquisitions Expert Cataloger Reference Librarian Subject Librarian Biologist Working on DNA Sequencing Metadata Consultant Support Services Research Process IT Support Computer Scientist Working on DNA Sequencing Commercial Interest Working on DNA Sequencing Fulfillment Expert Preservation Expert End-2-end Services

73 73 © Ex Libris, Ltd., 2009. Proprietary and confidential. Partnership and Services Publishers Researchers The Library Students Commercial Players

74 74 © Ex Libris, Ltd., 2009. Proprietary and confidential. Partnership and Services Publishers Researchers The Library Students Commercial Players

75 75 © Ex Libris, Ltd., 2009. Proprietary and confidential. New paradigm of library services Service Oriented Librarianship (SOL)

76 76 © Ex Libris, Ltd., 2009. Proprietary and confidential. Need for Experimentation The library will be a laboratory for understanding how a new generation of faculty and students do their work, and for supporting experimentation and innovation in processes that enhance e-research across many communities. No Brief Candle, 2008, p. 8

77 77 © Ex Libris, Ltd., 2009. Proprietary and confidential. (must) start today Traditional Transitional Transformational now soon later

78 78 © Ex Libris, Ltd., 2009. Proprietary and confidential. How To Get There… Greater collaboration among librarians, information technology specialists, and faculty…should be strongly supported. and providers !

79 79 © Ex Libris, Ltd., 2009. Proprietary and confidential. Thank You oren@exlibrisgroup.com


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