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

Ex Libris’Vision towardsUnified Resource Management

Dr. Axel Kaschte, Strategy Director Europe

Prag, 10th May 2010

DataServices

DiscoveryDelivery

ResourceManagement

© Ex Libris, Ltd., 2010. Proprietary and confidential. 3

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

print

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

-KB


Product – Unified Resource Framework

DS

Data Services

URD2

Unified ResourceDiscovery & Delivery

URM

Unified Resource Management

-KB


Product – Roadmap Overview

URM Primo Central

DS

Data Services

URD2


URM


-KB

2009 2010 2011 2012


What is URM?

Primo Central

DS

Data Services

URD2


URM


-KBURM


What is URM?

URM

Unified Resource ManagementURM


What is URM?

URM


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


What is URM‘s basic technology?

URM


Most cost effective technology in the internet age!

Cloud Computing

Network Level

“Web-scale”

Software-as-a-Service


Cloud Computing‘s value proposition

URM



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!

URM


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

mirror


Regional Customer clouds

Ex Libris stewarded cloud Customer stewarded cloud


URM Login


URM Lobby


Consortial Hierarchy Configuration

Instance

consortium

institution

library

unit

Out of the box config

inheritance

inheritance

inheritance

inheritance


Access Rts

Acquisitions

Selection

Preservation

License Mgmt

Activation

CatalogingFulfillment

Discovery and Delivery

Repository

User Mgmt

Publication Control

Ingest

URM

Inventory

Data Services

KnowledgeBase

MetadataManagement

URM Components and Workflows


Access Rts

Acquisitions

Selection

Preservation

License Mgmt

Activation



Repository

User Mgmt

Publication Control

Ingest

URM

Inventory

Data Services

KnowledgeBase

MetadataManagement

URM Service Layer

Z39.50SRU

update

Webservices

ServicesLayer

ExportImport

OAI


Access Rts

Access Rts

Acquisitions

Selection

Preservation

License Mgmt

Activation



Repository

User Mgmt

Publication Control

Ingest

URM

Inventory

Data Services

KnowledgeBase

MetadataManagement

URM Packages

URM

print

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

ven

-to

ryM

eta

data

Man

ag

em

en

t

URM (Inventory)

Data Services(MMS)


Meta

data

Man

ag

em

en

t

The metadata modelM

eta

data

Man

ag

em

en

t

Lib

rary

Zon

eC

om

mu

nit

y

Z

on

eDe-coupling the library zone from the community zone.

Inven

-to

ry


Library 1 Library 2 Library 3

Library 2 Holdings

Items

Library 3

Meta

data

Man

ag

em

en

t

Library 1 Holdings

Items

Lib

rary

Zon

eLibrary Zone allows easy migration.ILS Catalog

Holdings Items

Bib Auth

Com

mu

nit

y

Z

on

e

Bib Auth

Bib Auth


ven

-to

ry


Library Zone allows regional shared catalog

Library 1

Library 2 Holdings

Items

Library 3Library 1 Holdings

Items

Lib

rary

Zon

e

Holdings Items

Lib 2

Bib

Auth

Union A

Bib

Auth

Com

mu

nit

y

Z

on

e

Bib Auth

Meta

data

Man

ag

em

en

t


ven

-to

ry


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

Lib

rary

Zon

e

Holdings Items

Lib 2

Bib

Auth

Union A

Bib

Auth

Bib Auth

Com

mu

nit

y

Z

on

e Community Catalog

Bib

AuthCatalog

Meta

data

Man

ag

em

en

t

Auth

Inven

-to

ry


Integrate external data services

External data providers

regionalor

globalunion catalog

bibauth

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

bibauth

NationalLibrariesor other

metadataprovidersNLx NLx

Z3

9.5

0S

RU

up

date

Exp

ort

Imp

ort

Web

serv

ices

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


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