Cooperation, Cloud, and Consumer Technologies Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides February 2014 Dialog- Marshall Breeding vs. Hao-Ren (Claven) Ke Future library services and Technologies

Strategic Cooperation

Cooperation for Automation  Large-scale shared implementations  Regional, Province, National  Inter-institutional cooperation  Main topic of speech tomorrow at the National Taiwan Normal University

New genre of library automation Library Services Platforms

Library Services Platform  Library-specific software. Designed to help libraries automate their internal operations, manage collections, fulfillment requests, and deliver services  Services  Service oriented architecture  Exposes Web services and other API’s  Facilitates the services libraries offer to their users  Platform  General infrastructure for library automation  Consistent with the concept of Platform as a Service  Library programmers address the APIs of the platform to extend functionality, create connections with other systems, dynamically interact with data

Library Services Platform Characteristics  Highly Shared data models  Knowledgebase architecture  Some may take hybrid approach to accommodate local data stores  Delivered through software as a service  Multi-tenant  Unified workflows across formats and media  Flexible metadata management  MARC – Dublin Core – VRA – MODS – ONIX  Bibframe  New structures not yet invented  Open APIs for extensibility and interoperability

Consolidated index Search Engine Unified Presentation Layer Search: Digital Coll ProQuest EBSCO … JSTOR Other Resources New Library Management Model ` API Layer Library Services Platform Learning Management Enterprise Resource Planning Stock Management Self-Check / Automated Return Authentication Service Smart Cad / Payment systems Discovery Service

Improving access to library collections Discovery Services

Online Catalog  Books, Journals, and Media at the Title Level  Not in scope:  Articles  Book Chapters  Digital objects Scope of Search Search: Search Results ILS Data

Next-gen Catalogs or Discovery Interface  Single search box  Query tools  Did you mean  Type-ahead  Relevance ranked results  Faceted navigation  Enhanced visual displays  Cover art  Summaries, reviews,  Recommendation services  Books, Journals, and Media at the Title Level  Other local and open access content  Not in scope:  Articles  Book Chapters  Digital objects  Scope of Search

Discovery Interface search model Search: Digital Collections ProQuest EBSCOhost … MLA Bibliography ABC-CLIO Search Results Real-time query and responses ILS Data Local Index MetaSearch Engine

Web-scale Index-based Discovery Search: Digital Collections Web Site Content Institutional Repositories … E-Journals Reference Sources Search Results Pre-built harvesting and indexing Consolidated Index ILS Data Aggregated Content packages (2009- present) Usage- generated Data Customer Profile Open Access Profile of Library Subscriptions

Bento Box Discovery Model Search: Digital Collections Web Site Content Institutional Repositories E-Journals Search Results Pre-built harvesting and indexing Consolidated Index ILS Data Aggregated Content packages Open Access VuFind / Blacklight

Public Library Information Portal Search: Digital Collections Web Site Content Community Information … Customer- provided content Reference Sources Search Results Pre-built harvesting and indexing Consolidated Index ILS Data Aggregated Content packages Archives Usage- generated Data Customer Profile

Discovery services as Website Replacement  Portal environment that includes customized content management service that can fulfill typical offerings on library Web sites  Full integration between Web site and resource discovery (ideally)  Examples:  Axiell Arena  Infor Iguana  BiblioCommons

E-Book Integration

Critical concern for public libraries  Most libraries offer e-book lending programs  Strong demand: increasing use statistics  Print lending remains vigorous  Academic libraries will benefit at a later phase by e-book lending models developed in the public library sector

Commercial library e-book lending services  OverDrive  3M Cloud Library  Baker & Taylor: Axis 360  “Douglas County Model”  Locally curated e-book collections and lending platform

E-book Lending Models  Phase I: Link out to e-book lending service  Phase II: Load MARC records in local catalog, then link out on individual titles  Phase III: Discovery and lending operations performed fully within the library’s catalog or discovery environment

Full e-book lending  Discovery of print and e-book titles and copies simultaneously  E-book transactions represented within patron’s library account  List of charged items, due dates  Service options: renew, return, etc.  Ability to check-out and download e-books into e- reader

The e-book integration ecosystem  E-book lending services must expose APIs  Online catalog or discovery services must consume APIs and adjust interface design and business logic to accommodate discovery and lending operations  Challenge: each e-book service provider’s APIs are different  Response: Work toward consistent or standard suite of APIs

Models of Development and Innovation

Proprietary Licensed Software  Most commercial products  Significantly larger development teams

Open Source  Community-based software development  No licensing costs  Services offered for: hosting, implementation, data conversion, ongoing support  Self-service: all costs absorbed within institution  Library examples:  Koha  Evergreen  Kuali OLE

Consumer Technologies

Consumer Tech Trends  Device adoption: Tablets, Smartphones, PCs  Need to balance how to deliver library services  3D printing  Experimental implementations in library maker spaces  Wearable tech  Google Glass? Interesting, but privacy concerns

Industry Trends

Mergers and Acquisitions

Business Trends  Consolidation: Large international companies gaining increasing reach into libraries across many international regions  Local companies vulnerable: May not have the development capacity to develop new generations of products  Content and Technology increasingly interwoven

Questions and discussion