TRENDS IN RESOURCE SHARING TECHNOLOGIES Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides April 9, 2013 Computers in Libraries 2013

Library Technology Reports  Resource Sharing in Libraries: Concepts, Products, Technologies, and Trends  January 2013  Vol 49, No. 1

Library Technology Reports  Supplementing your local collection through resource sharing is a smart way to ensure your library has the resources to satisfy the needs of your users. Marshall Breeding’s new Library Technology Report explores technologies and strategies for sharing resources, helping you streamline workflows and improve resource-sharing services by covering key strategies like interlibrary loan, consortial borrowing, document delivery, and shared collections. You’ll also learn about such trends and services as:  OCLC WorldCat Resource Sharing, and other systems that facilitate cooperative, reciprocal lending  System-to-system communications that allow integrated systems to interact with resource- sharing environments  Technical components that reliably automate patron requests, routing to suppliers with tools for tracking, reporting, and staff intervention as needed  Specialized applications that simplify document delivery, such as Ariel, Odyssey, or OCLC’s Article Exchange  How the NISO Circulation Interchange Protocol (NCIP) can enable borrowing among consortial libraries using separate integrated library systems  The Orbis Cascade Alliance consortium, examined using a case study

General issue  How do libraries work together strategically to share physical and electronic collections  Direct consortial borrowing  Shared Systems  Shared Infrastructure

Bibliographic Database Library System A Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility WorldCat WorldCat Resource Sharing User: Password: Needed by: Dec 30, :00pm ILLiad Patron has Citation for item not held by Library Interlibrary Loan Request Form Interlibrary Loan Personnel WorldCat Resource Sharing Request Submission Resource tracking and fulfillment ILS Synchronization

Shared Discovery Projects  Separate Integrated library systems in partner libraries  Common discovery layer for patron access to shared materials

MyLibraryNYC

Bibliographic Database Library System Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Search: Integrated Library System Patrons use Circulation features to request items from other branches Floating Collections may reduce workload for Inter-branch transfers Model: Multi-branch Independent Library System

Auckland City Libraries  7 separate library services merged in 2010

Bibliographic Database Library System A Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Bibliographic Database Library System B Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Bibliographic Database Library System C Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Bibliographic Database Library System D Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Bibliographic Database Library System F Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Bibliographic Database Library System E Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Resource Sharing Application Bibliographic Database Discovery and Request Management Routines Staff Fulfillment Tools Inter-System Communications NCIP SIP ISO ILL Z39.50 NCIP Search: Consortial Resource Sharing System

OhioLink Innovative Interfaces INN-Reach

Bibliographic Database Shared Consortia System Library 2 Library 3 Library 4 Library 5 Library 7 Library 8 Library 9 Library 10 Holdings Library 1Library 6 Shared Consortial ILS Search: Model: Multiple independent libraries in a Consortium Share an ILS ILS configured To support Direct consortial Borrowing through Circulation Module

Iceland Libraries

South Australia SA Public Library Network 140 Public Libraries

Chile

Georgia PINES  275 Libraries  140 Counties  9.6 million books  Single Library Card  43% of population in Georgia

Northern Ireland  Recently consolidated from 4 regional networks into one  96 branch libraries  18 mobile libraries  Collections managed through single Axiell OpenGalaxy LMS

Illinois Heartland Library Consortium  Largest Consortium in US by Number of Members

Orbis Cascade Alliance  37 Academic Libraries  Combined enrollment of 258,000  9 million titles  1997: implemented dual INN-Reach systems  Orbis and Cascade consortia merged in 2003  Moved from INN-Reach to OCLC Navigator / VDX in 2008  Current strategy to move to shared LMS based on Ex Libris Alma

Orbis-Cascade Alliance

Denmark

Denmark Shared LMS  Common Tender for joint library system  February 2013  88 municipalities: 90 percent of Danish population  Public + School libraries  Process managed by Kombit: non-profit organization owned by Danish Local Authorities

Danish Joint National Library Infrastructure

2CUL Shared Services : Collection Development Technical Services Shared Infrastructure? :

Strategic Cooperation and Resource sharing  Efforts on many fronts to cooperate and consolidate  Many regional consortia merging (Example: Illinois Heartland Library System)  State-wide or national implementations  New Zealand: K ō tui, Te Puna  Software-as-a-service or “cloud” based implementations  Many libraries share computing infrastructure and data resources

Reconceptualization of Automation  Current organization of functionality based on past assumptions  Possible new organizing principles  Fulfillment = Circulation + ILL + DCB + e-commerce  Resource management = Cataloging + Acquisitions + Serials + ERM  Customer Relationship Management = Reference + Circulation + ILL (public services)  Enterprise Resource Planning = Acquisitions + Collection Development

Library Management Systems  Introduction of new Library Services Platforms  Compressive resource management: print, electronic, digital  New technology platforms: SOA / Web-based interfaces  Designed for deployment through software as a service (multi-tenant)  Examples: Ex Libris Alma, Serials Solutions Intota, OCLC WorldShare Platform, Innovative Interfaces Sierra, Kuali OLE

General trend toward Cloud Computing  Transition from locally managed systems to hosted  Major implications on resource allocation, including personnel, equipment and facilities  Systems with substantially different architectures and functional organization  Data storage implications  Options for in-country hosting facilities?  Increased opportunity for replication  Increased opportunities for collaborative management and access