CSG Meeting - Boulder, CO What Is An ILS Anyway? CSG Meeting - Boulder, CO Robert H. McDonald Associate Dean for Library Technologies Indiana University November 19, 2018

Charleston and ILS What is an ILS? - McDonald 11/19/2018

Outline ILS Defined History of Academic Integrated Library Systems Current Marketplace for Academic Libraries Core Functionality of Academic ILS Core Functionality Needs of Academic Libraries Developments in the Open Source Community What is an ILS? - McDonald 11/19/2018

ILS Defined Integrated Library System - Legacy Concept ILS = Integrated Library System (Cataloging + Serials + Acquisitions + Circulation + Catalog) Focused on print and physical inventory Electronic content at the Journal Title or collection level Emerged in the 1960’s – 1970’s Functionality has evolved and expanded, but basic concepts and modules remain intact What is an ILS? - McDonald 11/19/2018

ILS Defined Continued In addition to the core ILS layer libraries operate seperate systems to handle the following: Electronic Resources Management System OpenURL Linking Systems Proxy or VPN Systems/Identity Mgmt Systems Advanced Discovery Systems Digital Library Content Systems Digital Preservation Systems What is an ILS? - McDonald 11/19/2018

ILS History History of Library Automation Follows history of computing Eras of Change (40 years – 1968-Present) Pre-Mainframe Era Electromechanical automation Mainframe Era MARC Record 1968 Client/Server Era – 1990s Open Source Era – 2000s Cloud Era – 2008 - OCLC What is an ILS? - McDonald 11/19/2018

Current Academic ILS Market Ex Libris/Endeavor - 1465 Voyager - 862 Aleph 500 – 603 Innovative Interfaces - 1163 Millennium – 1163 SirsiDynix - 1076 Unicorn - 740 Horizon/Symphony – 336 What is an ILS? - McDonald 11/19/2018

Legacy ILS Functionality Public User Interface: Circulation Acquisitions Vendor Based ePurchasing Functional modules: Cataloging Serials Vendor Based Metadata Enhancement Data Stores: Staff Interfaces: What is an ILS? - McDonald 11/19/2018

Legacy ILS Functionality + eContent Module + Advanced Discovery Interface Learning Mgmt./Campus Portal Feeds Proxy/VPN for eContent Access Federated Search/ Advanced Discovery OpenURL Linking Electronic Resource Mgmt. System Circulation Acquisitions Cataloging Serials Unified Workflow Interface for Staff What is an ILS? - McDonald 11/19/2018

National Library of Australia Four Reorganized Areas of an ILS Bibliographic Subsystem Search/Discovery Subsystem Customer Management Subsystem Document Delivery Subsystem What is an ILS? - McDonald 11/19/2018

Current Academic ILS Needs Bibliographic Subsystem Electronic Leased Content Electronic Owned Content Physical Inventory Search/Discovery Subsystem Customer Management Subsystem Document Delivery Subsystem Physical Delivery Library to Library Electronic Delivery to Customer Digital Preservation System What is an ILS? - McDonald 11/19/2018

New ILS Needs Enterprise Layer: Can this be an SOA Model? Composite Applications Reusable Business Services Rule Oriented Workflow Process Data Stores: What is an ILS? - McDonald 11/19/2018

Developments in Open Source ILS Evergreen Koha OPALS Learning Access ILS NexGenLib What is an ILS? - McDonald 11/19/2018

Evergreen Developed by the Georgia Public Library Service Small development team June 2004 – development begins Sept 5, 2006 – live production Currently a group in Canada is developing Serials and other academic library requirements for Evergreen - called Conifer Project Includes a Business Service Bus called OpenSRF Supported vendor services provided by Equinox What is an ILS? - McDonald 11/19/2018

Libraries Using Evergreen Georgia PINES http://gapines.org Georgia PINES: 1 Installation 54 Public Library Systems 260+ library facilities Does not include municipal systems: Atlanta-Fulton County, Cobb County Province of British Columbia in Canada – SITKA Kent County, MD Evergreen Indiana (Consortium of 35 Public Libraries) Under consideration by academic libraries in Canada What is an ILS? - McDonald 11/19/2018

Evergreen

Koha First open source ILS Includes Serials functionality in latest version (required for academic functionality) Includes Federated Search and Discovery System Supported vendor services provided by LibLime What is an ILS? - McDonald 11/19/2018

Libraries using Koha 300+ libraries Horowhenua Library Trust Nelsonville Public Library Athens County, OH Crawford County Federated Library System 10 Libraries in PA Howard County, MD Service area population: 266300 4.7 million circulation transactions in 2006 1 million volumes Central Kansas Library System Santa Cruz Public Library Central, 9 branches 2 million volumes Near East University Library 1.5 million volumes What is an ILS? - McDonald 11/19/2018

Koha

Works Cited Antelman, K., E. Lynema, and A. Pace. 2006. Toward a Twenty-First-Century Library Catalog. Information Technology and Libraries. 25(3): 128-39. Borgman, C. L. 1997. From Acting Locally to Thinking Globally : A Brief History of Library Automation. The Library Quarterly. 67(3): 215-49. Breeding, M. 2008. Making a Case for Open-Source ILS. Computers in Libraries. 28(3): 36-9. ----------. 2007. An Industry Redefined. Library Journal. 132(6). ----------. 2007. The Sun Sets on Horizon. Computers in Libraries. 38-41. Cervone, F. 2007. ILS Migration in the 21st Century. Computers in Libraries. 27(7). Demspey, L. 2009. Always On: Libraries in a World of Permanent Connectivity. First Monday 14(1): http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/article/view/2291/2070. Pace, A. 2007. In the Beginning… A Historical Glimpse into Library Automation. American Libraries. 38(6). What is an ILS? - McDonald 11/19/2018

Web Sites of Interest Library Technology Reports Evergreen ILS http://www.librarytechnology.org Evergreen ILS Ga Pines – http://www.gapines.org Evergreen Indiana - http://www.in.gov/library/5592.htm Equinox - http://www.esilibrary.com Evergreen - http://www.open-ils.org Koha ILS Koha - http://www.koha.org LibLime - http://liblime.com/ National Library of Australia ILS Redesign http://wvw.nla.gov.au/librariesaustralia/redevannounce.html What is an ILS? - McDonald 11/19/2018

Questions and Discussion Most current ILS systems are out of date Old code Last generation technology No means for innovation (dwindling market) Do NOT handle digital content well Do not function at an enterprise level with current ERP systems Which direction should libraries be pushing toward in regards to enterprise functionality for the academic arena?

robert at indiana.edu mcdonald {twitter} rhmcdonald {Gtalk, skype} Thank You robert at indiana.edu mcdonald {twitter} rhmcdonald {Gtalk, skype} What is an ILS? - McDonald 11/19/2018