Ex Libris’ Vision towards Unified Resource Management Dr. Axel Kaschte, Strategy Director Europe Prag, 10 th May 2010 Data Services Discovery Delivery Resource Management

2 © Ex Libris, Ltd., 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 © Ex Libris, Ltd., Proprietary and confidential. Change once more... from Card Catalogs now Unified Resource Management to Integrated Library Systems What is the Next Generation Library Automation?

4 © Ex Libris, Ltd., Proprietary and confidential. End User Stake holders in the game electronic digital print Service provider World of resources Library student researcher

5 © Ex Libris, Ltd., Proprietary and confidential. Technological Drivers for Change More and more user demands in the internet age

6 © Ex Libris, Ltd., Proprietary and confidential. The world gets … more digital ! Digital Audio Digital Foto Digital Video Digital Movies Digital TV Digital Article Digital Learning Digital Research Digital eBook

7 © Ex Libris, Ltd., Proprietary and confidential. Technological Drivers for Change More and more user demands in the internet age Digital form of information gets dominant

8 © Ex Libris, Ltd., Proprietary and confidential. … more interconnected !

9 © Ex Libris, Ltd., Proprietary and confidential. Technological Drivers for Change More and more user demands in the internet age Digital form of information gets dominant Online provision of information gets dominant more and more dynamic online services (web pages, blogs, Wikis, databases) instead of static documents (books, articles)

10 © Ex Libris, Ltd., Proprietary and confidential. … more mobile !

11 © Ex Libris, Ltd., Proprietary and confidential. Technological Drivers for Change More and more user demands in the internet age Digital form of information gets dominant Online provision of information gets dominant more and more dynamic online services (web pages, blogs, Wikis, databases) instead of static documents (books, articles) Mobile Access technology everywhere, wireless

12 © Ex Libris, Ltd., Proprietary and confidential. …more service-oriented !

13 © Ex Libris, Ltd., Proprietary and confidential. Technological Drivers for Change More and more user demands in the internet age Digital form of information gets dominant Online provision of information gets dominant more and more dynamic online services (web pages, blogs, Wikis, databases) instead of static documents (books, articles) Mobile Access technology everywhere, wireless Web Services & Open Data allow SOA approach

14 © Ex Libris, Ltd., Proprietary and confidential. Business Drivers for Change Less and less public money For Libraries, this leads to: Optimized workflows (people costs) Optimized collection development (acq costs) Optimized infrastructure (tools costs)

15 © Ex Libris, Ltd., Proprietary and confidential. General Strategy for Libraries More cooperation Focus on core competency Define the role of the library within the institution Create leading projects Outsource routine tasks IT infrastructure Mashup own and external services Centralize commodity services Regional were necessary (e.g. ILL) Global were possible (e.g. metadata management?)  This is an evolution…

16 © Ex Libris, Ltd., Proprietary and confidential. Product History of Ex Libris ?

17 © Ex Libris, Ltd., Proprietary and confidential. Product – Characteristics print electronic digital

18 © Ex Libris, Ltd., Proprietary and confidential. Product – Characteristics de-coupled unified front-end Anticipation of the Next Generation

19 © Ex Libris, Ltd., Proprietary and confidential. Product – New Strategy Re-inventing the company !

20 © Ex Libris, Ltd., Proprietary and confidential. Product – New Strategy data services Value added data provided as a service front-end Single entry point for discovery and delivery of all material types back-office management of all library materials -KB

21 © Ex Libris, Ltd., Proprietary and confidential. Product – New Strategy data services Value added data provided as a service front-end Single entry point for discovery and delivery of all material types back-office management of all library materials For all resource types -KB

22 © Ex Libris, Ltd., Proprietary and confidential. Product – Unified Resource Framework DS Data Services URD 2 Unified Resource Discovery & Delivery URM Unified Resource Management -KB

23 © Ex Libris, Ltd., Proprietary and confidential. Product – Roadmap Overview URM Primo Central DS Data Services URD 2 Unified Resource Discovery & Delivery URM Unified Resource Management -KB

24 © Ex Libris, Ltd., Proprietary and confidential. What is URM? Primo Central DS Data Services URD 2 Unified Resource Discovery & Delivery URM Unified Resource Management -KB URM

25 © Ex Libris, Ltd., Proprietary and confidential. What is URM? URM Unified Resource Management URM

26 © Ex Libris, Ltd., Proprietary and confidential. What is URM? URM Unified Resource Management Everything a library will need - to manage all their resources - in the internet age - most cost effectively!

27 © Ex Libris, Ltd., Proprietary and confidential. What is URM‘s basic technology? URM Unified Resource Management Most cost effective technology in the internet age! Cloud Computing Network Level “Web-scale” Software-as- a-Service

28 © Ex Libris, Ltd., Proprietary and confidential. Cloud Computing‘s value proposition URM Unified Resource Management Most cost effective technology in the internet age! 70% Infrastructure 30% Initiative Amazon.com: Before The Cloud

29 © Ex Libris, Ltd., Proprietary and confidential. URM is deployed as SaaS! URM Unified Resource Management Benefits to libraries: Lowers Total Cost of Ownership (TCO) Allows technical staff to work on new projects within core competency Most cost effective technology in the internet age!

30 © Ex Libris, Ltd., Proprietary and confidential. Global Ex Libris clouds Ex Libris stewarded cloud mirror

31 © Ex Libris, Ltd., Proprietary and confidential. Regional Customer clouds Ex Libris stewarded cloud Customer stewarded cloud

32 © Ex Libris, Ltd., Proprietary and confidential. URM Login

33 © Ex Libris, Ltd., Proprietary and confidential. URM Lobby

34 © Ex Libris, Ltd., Proprietary and confidential. Consortial Hierarchy Configuration Instance consortium institution library unit Out of the box config inheritance

35 © Ex Libris, Ltd., Proprietary and confidential. Access RtsAcquisitionsSelectionPreservationLicense MgmtActivationCatalogingFulfillment Discovery and Delivery Repository User Mgmt Publication Control Ingest URM Inventory Data Services Knowledge Base Metadata Management URM Components and Workflows

36 © Ex Libris, Ltd., Proprietary and confidential. Access RtsAcquisitionsSelectionPreservationLicense MgmtActivationCatalogingFulfillment Discovery and Delivery Repository User Mgmt Publication Control Ingest URM Inventory Data Services Knowledge Base Metadata Management URM Service Layer Z39.50 SRU update Web services Services Layer Export Import OAI

37 © Ex Libris, Ltd., Proprietary and confidential. Access Rts AcquisitionsSelectionPreservationLicense MgmtActivationCatalogingFulfillment Discovery and Delivery Repository User Mgmt Publication Control Ingest URM Inventory Data Services Knowledge Base Metadata Management URM Packages URM print electronic digital preservation Union cat.

38 © Ex Libris, Ltd., Proprietary and confidential. Cataloging URM Inventory Data Services Metadata Management URM Cataloging with MMS and Inventory

39 © Ex Libris, Ltd., Proprietary and confidential. The metadata model URM (Inventory) Data Services (MMS)

40 © Ex Libris, Ltd., Proprietary and confidential. The metadata model Inven- tory Metadata Management URM (Inventory) Data Services (MMS)

41 © Ex Libris, Ltd., Proprietary and confidential. Metadata Management The metadata model Metadata Management Library Zone Community Zone De-coupling the library zone from the community zone. Inven- tory

42 © Ex Libris, Ltd., Proprietary and confidential. Library 1Library 2Library 3 Library 2 Holdings Items Library 3 Metadata Management Library 1 Holdings Items Library Zone Library Zone allows easy migration. ILS Catalog Holdings Items Bib Auth Community Zone Bib Auth The metadata model Inven- tory

43 © Ex Libris, Ltd., Proprietary and confidential. Library Zone allows regional shared catalog Library 1 Library 2 Holdings Items Library 3Library 1 Holdings Items Library Zone Holdings Items Lib 2 Bib Auth Union A Bib Auth Community Zone Bib Auth Metadata Management The metadata model Inven- tory

44 © Ex Libris, Ltd., Proprietary and confidential. Community Zone: Allows libraries to balance the common and the unique. The metadata model Library 1 Library 2 Holdings Items Library 3Library 1 Holdings Items Library Zone Holdings Items Lib 2 Bib Auth Union A Bib Auth Community Zone Community Catalog Bib Auth Catalog Metadata Management Auth Inven- tory

45 © Ex Libris, Ltd., Proprietary and confidential. Integrate external data services External data providers regional or global union catalog bib auth holding URM Library is a member of URM Access others through services layer a NL provides data in CZ and updates union catalogs integrated via SRU incl. creation and update bib auth National Libraries or other metadata providers NLx Z39.50 SRU update Export Import Web services Services Layer

46 © Ex Libris, Ltd., Proprietary and confidential. URM Mock-ups

47 © Ex Libris, Ltd., Proprietary and confidential. Mockups 11

48 © Ex Libris, Ltd., Proprietary and confidential.

49 © Ex Libris, Ltd., Proprietary and confidential.

50 © Ex Libris, Ltd., Proprietary and confidential.

51 © Ex Libris, Ltd., Proprietary and confidential. URM Timeline Rosetta live in New Zealand 2008 URM Development Partnerships started 2009 Main Customer Requirements ready 2010 Various Testversions (for partners) 2011 First Live Systems expected late 2012

52 © Ex Libris, Ltd., Proprietary and confidential. Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat. in the 6th century BC

53 © Ex Libris, Ltd., Proprietary and confidential.