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1 Redefining the Academic Library Ex Libris’ next generation solution for library management 26. March 2012
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1

Redefining the Academic Library

Ex Libris’ next generation solution for library management

26. March 2012

2

The bridge to knowledge

The Bridge of Sighs in Cambridge St John's College of Cambridge University

3

LibraryLibraryLibrary UsersUsersUsers

The bridge to knowledgeNew services to end users

New access methodsNew tasks for the library

New collection definition

New partnerships with service providers

4

Key Criteria for the Next Generation System

• New Services to be created� Rising demand on digital and electronic resources

• Old Services to be continued� Physical material remains important

• Stretched Budgets and Staff Time

� Libraries need to prove their value to the organization

5

Three Steps to the Next Generation System

CONSOLIDATE OPTIMISE EXTEND

6

CONSOLIDATE OPTIMISE EXTEND

7

The idea behind Alma

Unified Resource Framework

CONSOLIDATE OPTIMISE EXTEND

CONSOLIDATE

8

Evolution of Library Automation Tools

Management Environments

DigitalPrint Electronic

User Environments

(OPAC) (Viewer)

ILSILS ERMERM DAMDAM

LinkLink

MetaSearchMetaSearch

9

Decoupled & Unified End-User Services

Management Environments

DigitalPrint Electronic

PrimoPrimo

Unified Discovery

ILSILS ERMERM DAMDAM

LinkLink

10

Added Global E-Resource Services

Management Environments

DigitalPrint Electronic

ILSILS ERMERM DAMDAM

LinkLink

PrimoPrimo

Unified Discovery

PrimoCentralPrimo

Central

Mega Indexarticles & e-books

ArticleRecommender

Service

11

PrimoCentralPrimo

Central

Management Environments

Consolidate the Management Frameworks

Turn format-based data silos

DigitalPrint Electronic

ILSILS ERMERM DAMDAM

LinkLink

PrimoPrimo

Unified Discovery

Unified Management

12

Consolidate the Management Frameworks

Turn format-based data silos

to service-based unified workflows

Acquisitions

Preservation

Fulfillment & Linking

Resource & Metadata Mgmt

Selection

PrimoPrimo

Unified Discovery

Unified Management

PrimoCentralPrimo

Central

13

PrimoCentralPrimo

Central

Unified Resource Framework

AlmaAlma

PrimoPrimo

Unified Discovery

Unified Management

CommunityZone

CommunityZone

Regional/NationalCatalogs

14

The Alma Concepts

Next Generation Library Management Services

OPTIMISE

CONSOLIDATE OPTIMISE EXTEND

15

OptimisedServices & Workflows

OptimisedData Structure

OptimisedInfrastructure

OptimisedUser Experience

Optimisation Networked library system

Automation Integrated library system

The road to the optimised library

16

OptimisedServices & Workflows

OptimisedData Structure

OptimisedInfrastructure

OptimisedUser Experience

Optimisation Networked library system

Automation Integrated library system

The road to the optimised library

17

Optimised Infrastructure:

The Core of Cloud Computing

Business CoreTechnical Core

• Multi tenancy

• Highly Elastic performance

• Minimal local effort (browser)

• Central upgrades

• Improved configurability &easier administration

• Improved sharing

• Improved availability & security

Amsterdam, London, Frankfurt, Zürich, Paris, …

18

• Cloud architecture• Software-as-a-Service

OptimisedServices & Workflows

OptimisedData Structure

OptimisedInfrastructure

OptimisedUser Experience

Optimisation Networked library system

Automation Integrated library system

The road to the optimised library

OptimisedData Structure

19

Optimised Data Structure:

Collaborative Metadata Management

A hybrid model to balanceglobal sharing with local needs

private metadatabibliographic & authority records

Library Catalog

holdings of all types

(P & E & D)

Library Inventory

global, shared

metadata

bibliographic &

authority records

Community Zone

OPEN

metadata

20

Optimised Data Structure:

Collaborative Metadata Management

Regional/National Catalogs

Inventory

Community Zone

Library Catalog

National Catalogs

Regional Catalog

WorldCat

21

• Cloud architecture• Software-as-a-Service

• Community & Library Data• Automatic content enrichment

OptimisedServices & Workflows

OptimisedData Structure

OptimisedInfrastructure

OptimisedUser Experience

Optimisation Networked library system

Automation Integrated library system

The road to the optimised library

OptimisedData Structure

OptimisedServices & Workflows

22

� Cross-resource type selection

� Combined acquisition and activation

� Unified fulfillment – P, E, & D

� User-driven collection development

� Usage-driven evaluation & renewal

� Digitization on demand

Selection ActivationMetadataMgmt

Link Resolution

FulfillmentAcquisition

Optimised Services & Workflows:

All End-to-End Workflows in one system

InventoryMgmt

23

Optimised Services & Workflows :

Actionable Analytics and Intelligence

24

• Cloud architecture• Software-as-a-Service

• Highly automated workflows• Data analytics & intelligence

• Community & Library Data• Automatic content enrichment

OptimisedServices & Workflows

OptimisedData Structure

OptimisedInfrastructure

OptimisedUser Experience

Automation Integrated library system

The road to the optimised library

OptimisedData Structure

OptimisedServices & Workflows

OptimisedUser Experience

OptimisedUser Experience

Optimisation Networked library system

25

Primo with Alma – Smart Fulfillment

26

Primo with Alma – E-Book Display

27

Primo with Alma – Print Availability

28

• Cloud architecture• Software-as-a-Service

• Highly automated workflows• Data analytics & intelligence

• Community & Library Data• Automatic content enrichment

OptimisedServices & Workflows

OptimisedData Structure

OptimisedInfrastructure

OptimisedUser Experience

Automation Integrated library system

The road to the optimised library

OptimisedData Structure

OptimisedServices & Workflows

OptimisedUser Experience

OptimisedUser Experience

Optimisation Networked library system

• Unified smart fulfillment• On-demand fulfillment

29

Alma Integrationand Extension

Online connectivity to external services

CONSOLIDATE OPTIMISE EXTEND

EXTEND

30

• Monitoring• Security

• Process Level WebServices• WorkFlows

• Data Level WebServices

OptimisedServices & Workflows

OptimisedData Structure

Infrastructure

OptimisedUser Experience

Alma Interfaces on Every Level

Data Structure

Services & Workflows

User ExperienceUser Experience • Primo Interfaces

31

Metadata Providers

Material Vendors

Resource Usage

Suppliers

University Press

Research Management

Open AccessRepositories

Scholarly

Community

Union Catalogs

Resource Sharing

Partners

Virtual LearningEnvironment

Self Check

Users

Finance & ERP

Student Information System (SIS)

Identity Mngt

Parent Institution

Integrate Into Your Environment

Extend Alma by integrating it with existing and upcoming environments

LDAPLDAP

SSOSSO

SIP2SIP2

32

Extend Using the Open Platform

ThirdParty Libraries

Code Sharing

Developer Wiki

ServiceCenters

Developer Docs Apps

33

Ex Libris Alma in 7 Bullet Points…

• Cloud service

• Collaborations (libraries, users)

• Analytics -driven

• Open , Service Oriented,Extensible

• Enables libraries to offer new services

• Unified management of all resource types

• Consolidated workflows & data

CONSOLIDATE OPTIMISE EXTEND

34

The Status

Next Generation Development Style

35

Alma Development Partners

Background Key Areas of Collaboration

� ~7M items

� Voyager, Meridian, SFX,

Primo

� ~6.5M items

� Voyager, SFX,

Primo

� Workflow streamlining

� Especially cataloging

� Systems integration

� Digital content

� Descriptive Metadata

� E-Research workflows

� ~7M items

� Aleph, Verde, DigiTool, SFX,

Primo

� Course reading workflows

� Analysis tools

� Digital collection mngmnt

� ~4M items (31 institutions) :

Aleph, Verde, DigiTool, SFX,

Primo

� Inter-institutional

relationship management

� Consortial services

36

Feb Mar Apr May Ju n Jul Aug Sep Oct Nov Dec Jan

Release Release ReleaseRelease

Alma - Agile Release Cycle

• No server or client upgrades

• No data migration

• Always on the latest release

• 3 times a year (spring, summer, winter)

• New features

• User requests & needs addressed in weeks / months (not years)

• Bug fixes, minor enhancements

• Automatic for every customer

• No impact on daily activity

Frequent, small updates Periodical Releases Lower TCO

37

� Early Adopter Programme Kick-Off in October 2010

� 8 Partners, incl. a Consortium

� Early Adopter Programme Kick-Off in October 2011

� 11 Partner

� Early Adopter Programm Kick-Off im July 2011� 9 Partners – among them

University of York, Lancaster University, University of East London, Plymouth University, Free University of Bolzano

60 institutions in totalhave already signed Alma-Contracts

Alma Early Adopters

38

� Integration with IDS

� GND, ZDB, …

� ILL, …

� Integration with ACC

� GND, ZDB, …

� ILL, …

� Integration with German union catalog structure

� GND, ZDB,…

� ILL, …

Alma Early Adopters D-A-CH

39

Costs and Service modells

Software-as-a-Service

40

Software-as-a-Service

• Ex Libris offers a variety of services, which is• software already installed on hardware

• ready to use via Web (Service Level Agreements)

• All new version upgrades included

�yearly subscription fee

• Each service requires certain implementation

• Data migration from legacy systems

• Training

• Initial configuration

� up-front cost

41

Regional/NationalCatalogs

PrimoCentralPrimo

Central

Ex Libris Services

AlmaAlma

PrimoPrimo

Unified Discovery

Unified Management

CommunityZone

CommunityZone

42

Ex Libris Services

PrimoCentralPrimo

Central

AlmaAlma

PrimoPrimo

CommunityZone

CommunityZone

43

Ex Libris Services – Price Modell

PrimoCentralPrimo

Central

AlmaAlma

PrimoPrimo

CommunityZone

CommunityZone

• Services and related subscriptions vary by product

• In general, subscriptions are based on number

of users, either end-users or staff-users• Another criteria is collection size, represented

by metadata records and digital objects• We offer consortia models for all products

• For a more detailed discussion we will need to

talk individually

• Please contact:• [email protected]

44

Alma has open arms

The bronze statue of

'Alma Mater' by Daniel Chester French.

The artist said he wanted to 'make a figure that should be gracious in the impression, with an attitude of welcome to the youths who should choose Columbia as their College.'

1903Columbia University,New York

45

Dr. Axel Kaschte, Strategy Director Europe

[email protected]

www.exlibrisgroup.com

Thank you!


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