1. Library Technology Industry Update
#cildc 
Marshall Breeding
Independent Consultant, Author, and
Founder and Publisher, Library Technology Guides
Computers in Libraries 2016 
March 8, 2016

2. Description
The success of libraries depends to a large extent on the technology tools that it has in place to manage and provide access to collections and to automate operations. Breeding discusses the current library technology industry, highlighting the major trends in systems and the companies that develop and support these tools.

3. Library Technology Guides

4. Business and Industry Trends

5. Library Technology Industry Reports
American Libraries
Library Journal
2013: Rush to Innovate
2012: Agents of Change
2011: New Frontier
2010: New Models, Core Systems
2009: Investing in the Future
2008: Opportunity out of turmoil
2007: An industry redefined
2006: Reshuffling the deck
2005: Gradual evolution
2004: Migration down, innovation up
2003: The competition heats up
2002: Capturing the migrating customer
2014: Strategic Competition and Cooperation
2015: Operationalizing Innovation
2016: ??

6. Library Systems Report 2015
“Operationalizing innovation”

7. Industry Revenues
Around $2 billion of addressable revenue globally, including proprietary software, open source, and potential new automation, RFID & self-service, etc
$500 million from US Libraries

8. Mergers and Acquisitions

9. ProQuest acquires Ex Libris
“Ex Libris, A ProQuest Company”
Ex Libris dominates executive leadership, reporting to ProQuest CEO Kurt Sanford
Product portfolio = Ex Libris + ProQuest Workflow Solutions

10. Knowledgebases and Indexes Strategy
Interfaces and applications will remain, with internal content components consolidated
Summon index will be extended with unique content from Primo Central
New consolidated index will power both Summon and Primo
ProQuest knowledge base will be extended with unique content from SFX / Alma knowledgebase
New knowledge base will power Alma, SFX, 360 Link, etc

11. Ex Libris + ProQuest Personnel
Company
2015
2014
2013
2012
2011
2010
Ex Libris
615
565
536
522
512
504
ProQuest
255
256
237
208
Total
870
820
791
778
749
712

12. Development Timeline for Library Services Platforms

13. Ex Libris Product suite
ProQuest Workflow Solutions
Alma
Primo
SFX
Alma Analytics
Leganto
Voyager
Aleph
CampusM
Rosetta
Intota v.2
Summon
360 Link
360 Resource Manager
Intota Assessment
SIPX
Commitment to existing development and support timelines for all products used by libraries as production systems

14. Ex Libris Dominating Academic Library Tech
Alma receiving strong reception
Large Academic libraries
Multi-campus Systems
Consortia
Proven ability to support collaboration among institutions through shared infrastructure
Expanding into the broader campus infrastructure: campusM mobile platform, Leganto, etc

15. OCLC Competitive Position
WorldShare Management Services based on similar concepts and developed on similar timeline as Alma
Selected mostly by mid-sized academics, some large (3 ARLs)
Limited success in attracting large systems or consortia
Thought leader in linked data, but not yet leveraged into operational systems
Management systems still a minority business sector
Bibliographic services and resource sharing may decrease in potential for generating revenue
WMS sales mostly to academic libraries, but recent sale to mid-sized network to Northern Territories in Australia

16. Academic Shared Infrastructure Projects selecting Alma
Orbis Cascade Alliance (37 libraries)
WHELF: Academic libraries in Wales
BIBSYS: 205 National, Academic, Special libraries in Norway
California State University (23 campuses)
University of Georgia system: all public universities
Detroit Area Library Network
Washington State Board for Community and Technical Colleges
Österreichische Bibliothekenverbund und Service Gesellschaft in Austria

17. New competitive dynamic
ProQuest
EBSCO Information Service
Content: ProQuest platform
Ex Libris + PQ product suite
Strategy of platform bundling: Alma + Primo
EBSCOhost
EBSCO Discovery Service
Strategy of Integrating discovery into all other platforms

18. Overlap between Content and Technology
Content companies ever more deeply extended into resource management and discovery technologies
Technology companies involved in content creation and integration
E-resource Knowledgebases (Journal level)
Discovery indexes (Article level)
Content companies well positioned to create knowledge bases and indexes

19. EBSCO Information Services
Subject Indexing: EBSCO databases
Content aggregation: EBSCOhost platform
Discovery Technology: EBSCO Discovery Service
Print acquisition pipeline: YBP, GOBI3
Serials Acquisition pipeline
EBSCO Subscription Services
E-books (academic)
Resource management / workflow strategy
Integrate with all Library Management Systems

20. Key Competitive Dynamic
Ex Libris Alma positioned to become primary resource management platform for large academic libraries, systems and consortia
Alma bundled with Primo (and now Summon)
Dominance of Alma in resource management means dominance in discovery
Ex Libris argues that bundling management and discovery offers efficiency and more powerful patron-facing services
EBSCO argues for de-coupling of discovery from management platforms to enable more competition in the arena of discovery
Suggests that discovery should be the center of technology infrastructure, not resource management
Should libraries have the option to choose different discovery and resource management systems/provider?

21. Open Source Discovery Open source discovery interfaces available:
VuFind
Blacklight
Custom discovery environments based on SOLR or Elasticsearch
Primary patron-facing interface, integrating with:
Resource management platform
Discovery index
Local digital collections and resource sharing services
Remote storage retrieval

22. Bibliotheca acquires 3m Library Systems
One Equity Partners acquires 3M Library Systems (North America, international) and merges into Bibliotheca
Previous acquisitions
Intellident (2012)
Bibliotheca RFID Systems (2012)
Integrated Technology Group (2012)
Aturis Group (Jan 2015)

23. Cloud Library 3m Cloud Library continues under Bibliotheca
Distant competitor to OverDrive
Opportunities to grow Cloud Library in other international sectors

24. RFID/Self-Service Competitive environment
Bibliotheca now globally dominant
Competition from local players in each geographic area
Eg: TechLogic, EnvisionWare

25. Shape of Library Tech Industry evolving
No longer dominated by stand-alone ILS companies
Part of the broader library services industry
EBSCO Information Services: 3,028
ProQuest: 1,800 (across all divisions)
Follett: 1,394
OCLC: 1,195
SirsiDynix: 416
Innovative: 329

26. Open source ILS Position
Large Academic: Kuali OLE
Very little impact to date
Small to mid-sized academic: Koha
Small to mid-sized public, school: Koha
Consortia of small to mid-sized publics: Evergreen
Main US support providers: ByWater Solutions, Evergreen

27. 2015 Personnel distribution
Dev
Suprt
Sales
Admn
Other
Total
2014
EBSCO
553
1077
556
121
721
3028
2982
Follett
124
137
302 72
759
1394
1359
OCLC
492
341
116
154 92
1195
1315
Ex Libris
229
255 70 50 11
615
565
SirsiDynix
139
171 55 18 33
416
421
Civica 13
361 10 16 3
403
454
Innovative
102
143 48 36
329
Axiell 85 96 37 32 24
274
263
ProQuest 28
LibLime -- PTFS 8
155
BARATZ 17 14 6 26 79 80
Infor 20 5 19 68 87
Book Systems 23 21 4 67 66
BiblioCommons 35 46
Auto-Graphics 9 30
Soutron Global 1
ByWater Solutions 2 22
PTFS Europe 15
Equinox Software
2015 Personnel Statistics

28. Business Climate Generally growing and profitable
Able to attract interest of large risk-adverse investors
Long-term prospects matter more than short-term profitability
Ex Libris speculated to have lower profitability due to higher R&D costs, but is the most valuable in the tech industry

29. Ownership models Private Equity Family owned Membership owned
Innovative (HCCG, JMI)
SirsiDynix (ICV)
Family owned
Follett
EBSCO
ProQuest (Snyder / Goldman Sachs)
Ex Libris – A ProQuest Company
The Library Corporation
Membership owned
OCLC

30. 2016 Sales Performance
Data from 2015 calendar year reported for the Library Systems Report

31. Library Services Platforms 2015
Library Services Platforms Sales
Product
2015
2014
2013
2012
2011
2010
Total
Installed
Alma 88 43 31 17 24
626
Sierra 90
123
113
117
206
582
WorldShare Management Services 68 79 92
163
184
130
386

32. 2015 Index-based Discovery
Index-Based Discovery Services Installations
Product
2015
2014
2013
Total
EBSCO Discovery Service
2,634
2634
1774
10,003
Primo
117 88 98
1,766
Summon
158
195
169
718
WorldCat Discovery Services
3,642
WorldCat Local
698

33. Discovery Interface product sales 2015
Sales by Year
Total Installed
Product
Company
2015
2014
2013
AquaBrowser
ProQuest 11 6 74
Axiell Arena
Axiell 35 95
427
Iguana
Infor Library and Information Solutions 16 18 17
482
SirsiDynix Enterprise
SirsiDynix 91
150
123
589
BiblioCore
BiblioCommons
Discovery Interfaces 2015

34. Integrated Library Systems Sales 2012-2015
Sales by Year
Total Installed
Product
2015
2014
2013
2012
Aleph 20 25 26
2412
Axiell Aurora 27 21 45
165
Bibliovation 3 8
EOS.Web 52 58 70
1089
Evergreen - Equinox 23 12 37
876
Evolve 7 5 11
129
Horizon 15 13 9 1
979
Koha -- ByWater Solutions 40 53 68 34
919
Koha -- Equinox Software 2 6 33
Koha -- PTFS Europe
LibLime Academic Koha 4
134
LibLime Koha 29 30
657
Polaris
493
Sierra 90
123
113
117
582
Symphony
122
118
128
104
2548
VERSO 17 19
506
Virtua 14
369
Voyager
1200
ILS Sales 2015

35. Small Library ILS Products
Sales by year
Total Installed
Product
Company
2015
2014
2013
2012
Apollo
Biblionix 63 49 87 80
547
Atriuum
Book Systems
165
164
158
157
3526
Concourse
167 53 66 71
9995
Small Library ILS Products

36. Electronic Resource Management 2015
Electronic Resource Management 2015 Sales
Sales by Year
Total Installed
Product
Company
2015
2014
2013
360 Core
ProQuest 47 28
385
360 MARC 27
360 Resource Manager 8
195
191
eResource Central
SirsiDynix 70
168 95
375
Full Text Finder
EBSCO Information Services
825
1714
4368
Intota v1 52 39
114
WorldShare License Manager
OCLC
839
Electronic Resource Management 2015

37. Perceptions 2015:
An International Survey of Library Automation

38. Libraries considering system migration

39. WorldShare Management Services

40. Alma

41. Sierra

42. Polaris

43. Voyager

44. Aleph

45. Symphony

46. Library.Solution

47. Industry Trends

48. Technology development
Uneven movement toward modern web-based services
Greenfield: OCLC, Ex Libris, Biblionix
Brownfield: Innovative, SirsiDynix, TLC
Libraries demand web-based systems, hosted services
Preference for genuine software-as-a-service by academics
Publics still work with server-based ILS products

49. Role of Open Source Software
FOSS ILS a routine segment of small to mid-sized public and academic arena (Koha, Evergreen) with commercial support
Koha dominates in developing countries
FOSS ILS still has little impact in the larger library sector
FOSS repositories dominate: Hydra, DSpace, Fedora
Note: Merger of DuraSpace into Lyrasis
FOSS discovery interfaces: Blacklight, VuFind implemented in increasing number of projects, often with integrations to proprietary indexes

50. Demand for Open Systems
Achieving openness has risen as the key driver behind library technology strategies
Libraries need to do more with their data
Ability to improve customer experience and operational efficiencies
Demand for Interoperability
Open source – full access to internal program of the application
Open API’s – expose programmatic interfaces to data and functionality

51. Refactoring of library automation
Primacy of resource sharing
Focus on user experience
Demand for business systems aligned with strategic priorities of institutions
Leverage data and analytics to build and distribute library collections with more sophistication

52. Increased interest in shared infrastructure
Single-institution ILS may not be the most efficient automation model
Increased cooperation and resource sharing
Collaborative collection management
Lower costs per institution
Greater universe of content readily available to patrons
Avoid add-on components for union catalog and resource requests and routing

53. Questions and discussion