Ex Libris’ Vision towards Unified Resource Management Dr. Axel Kaschte, Strategy Director Europe...

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Ex Libris’Vision towardsUnified Resource Management

Dr. Axel Kaschte, Strategy Director Europe

Prag, 10th May 2010

DataServices

DiscoveryDelivery

ResourceManagement

Change once more . . .

from Card Catalogs

now Unified Resource Management

to Integrated Library Systems

What is the Next Generation

Library Automation?

End User

Stake holders in the game

electronic

digital print

Service provider

Service providerService provider

World of resources

LibraryLibrary

studentresearcher

Technological Drivers for Change

More and more user demands in the internet age

The world gets … more digital !

• Digital Audio • Digital Foto• Digital Video• Digital Movies• Digital TV • Digital Article• Digital Learning• Digital Research• Digital eBook

More and more user demands in the internet age• Digital form of information gets dominant

… more interconnected !

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)

… more mobile !

• Mobile Access technology everywhere, wireless

…more service-oriented !

• Mobile Access technology everywhere, wireless• Web Services & Open Data allow SOA approach

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)

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…

Product History of Ex Libris

1980 201020001990

Product – Characteristics

1980 201020001990

electronic

digital

Product – Characteristics

1980 201020001990

de-coupled unified

front-end

Anticipation of the Next Generation

Product – New Strategy

1980 201020001990

Re-inventing the company !

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

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

Product – Unified Resource Framework

Data Services

Unified ResourceDiscovery & Delivery

Unified Resource Management

Product – Roadmap Overview

URM Primo Central

Data Services

2009 2010 2011 2012

What is URM?

Primo Central

Data Services

-KBURM

What is URM?

Unified Resource ManagementURM

What is URM?

Everything a library will need - to manage all their resources - in the internet age - most cost effectively!

What is URM‘s basic technology?

Most cost effective technology in the internet age!

Cloud Computing

Network Level

“Web-scale”

Software-as-a-Service

Cloud Computing‘s value proposition

70%Infrastructure

30%Initiative

Amazon.com: http://www.slideshare.net/goodfriday/amazon-web-services-building-a-webscale-computing-architecture

Before The Cloud

URM is deployed as SaaS!

Benefits to libraries:

• Lowers Total Cost of Ownership (TCO)

• Allows technical staff to work on new projectswithin core competency

Global Ex Libris clouds

Ex Libris stewarded cloud

mirror

Regional Customer clouds

Ex Libris stewarded cloud Customer stewarded cloud

URM Login

URM Lobby

Consortial Hierarchy Configuration

Instance

consortium

institution

library

Out of the box config

inheritance

Access Rts

Acquisitions

Selection

Preservation

License Mgmt

Activation

CatalogingFulfillment

Discovery and Delivery

Repository

User Mgmt

Publication Control

Ingest

Inventory

Data Services

KnowledgeBase

MetadataManagement

URM Components and Workflows

Access Rts

Acquisitions

Selection

Preservation

License Mgmt

Activation

Repository

User Mgmt

Publication Control

Ingest

Inventory

Data Services

KnowledgeBase

MetadataManagement

URM Service Layer

Z39.50SRU

update

Webservices

ServicesLayer

ExportImport

Access Rts

Acquisitions

Selection

Preservation

License Mgmt

Activation

Repository

User Mgmt

Publication Control

Ingest

Inventory

Data Services

KnowledgeBase

MetadataManagement

URM Packages

electronic

digitalpreservation

Union cat.

CatalogingURM

Inventory

Data Services

MetadataManagement

URM Cataloging with MMS and Inventory

The metadata model

URM (Inventory)

Data Services(MMS)

The metadata modelIn

URM (Inventory)

Data Services(MMS)

The metadata modelM

eDe-coupling the library zone from the community zone.

Library 1 Library 2 Library 3

Library 2 Holdings

Library 3

Library 1 Holdings

eLibrary Zone allows easy migration.ILS Catalog

Holdings Items

Bib Auth

Library Zone allows regional shared catalog

Library 1

Library 2 Holdings

Library 3Library 1 Holdings

Holdings Items

Union A

Bib Auth

Community Zone:Allows libraries to balance the common and the unique.

The metadata model

Library 1

Library 2 Holdings

Library 3Library 1 Holdings

Holdings Items

Union A

Bib Auth

e Community Catalog

AuthCatalog

Integrate external data services

External data providers

regionalor

globalunion catalog

bibauth

holding

• 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

bibauth

NationalLibrariesor other

metadataprovidersNLx NLx

ServicesLayer

URM Mock-ups

Mockups 11

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

• Strategy without tactics is the slowest route to victory.

• Tactics without strategy is the noise before defeat.

in the 6th century BC

Ex Libris’ Vision towards Unified Resource Management Dr. Axel Kaschte, Strategy Director Europe...

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