CURRENT TRENDS IN LIBRARY MANAGEMENT SYSTEMS
Marshall BreedingDirector for Innovative Technology and ResearchVanderbilt University LibraryFounder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreedingAxiell Users Conference03 February 2011
Abstract
Marshall Breeding will present his view of the current state of the art of library management systems, the role of discovery products to improve end-user experiences, and give some perspective on what's emerging in the near future in the technologies that libraries will need to manage their operations and to provide services to their users.
Current state of the industry
Library Technology Guides
www.librarytechnolog
y.org
Public Libraries in Denmark
Libraries in Sweden – Map view
http://www.librarytechnology.org/map.pl?Country=Sweden
lib-web-cats coverage of Axiell countries
Map view http://www.librarytechnology.org/map.pl?Co
untry=Sweden http://www.librarytechnology.org/map.pl?Co
untry=Finland http://www.librarytechnology.org/map.pl?Co
untry=Denmark Listings
http://www.librarytechnology.org/libraries.pl?Country=Sweden
http://www.librarytechnology.org/libraries.pl?Country=Finland
http://www.librarytechnology.org/libraries.pl?Country=Denmark
LMS market in Denmark Public Libraries
LMS deployments in Sweden -- Academic
LMS deployments in Sweden -- Public
UK LMS Deployments (libraries)
LMS deployments in Germany
Dynamics of the ILS market
http://
www.li
brary
tech
nolog
y.or
g/ils-
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ILS Deployments in Germany
Lib-web-cats Technology Profile
Lib-web-cats extended for RFID Products
Lib-web-cats tech profile
Library Journal Automation Marketplace
Published annually in April 1 issue Based on data provided by each vendor Focused primarily on North America
Context of global library automation market
Annual Industry report published in Library Journal: 2011: ?? 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
LJ Automation Marketplace
New Models…
…no longer an industry where companies compete on the basis
of the best or the most features in similar products but one where companies distinguish themselves through products and services that define different futures for their library customers.
Core Systems…
Although ILS sales no longer completely define the library
automation market, new sales and ongoing support of
these flagship products continue as the largest and
most reliable revenue stream.
Trends in Scandinavia
Local companies and products consolidated into Axiell
Very little presence of external international companies Millennium (Innovative Interfaces) Aleph 500 – Limited presence – many shifted to Axiell
products More international systems in Academic Libraries Moving toward new public portal through Axiell
Arena Little movement toward open source LMS Very high adoption of RFID technologies
Compared to North America
Significant consolidation, yet no vendor dominates entirely
Library services available reliant on state and local government initiatives and resources
Movement toward open source ILS – regional and state-wide projects underway
Key Context: Libraries in Transition Shift from Print > Electronic Increasing emphasis on subscribed
content, especially articles and databases
Strong emphasis on digitizing local collections
Demands for enterprise integration and interoperability
Key Context: Library Users in Transition
New generations of library users: Millennial generation
Self sufficient – reluctant to seek assistance Perceive themselves as competent to use
information tools without help Web savvy / Digital natives Pervasive Web 2.0 concepts / Inherently collaborative work styles
Key Context: Technologies in transition
XML / Web services / Service-oriented Architecture
Beyond Web 2.0 Integration of social computing into core
infrastructure Local computing shifting to cloud platforms
SaaS / private cloud / public cloud Full spectrum of devices
full-scale / net book / tablet / mobile Mobile the current focus, but is only one
example of device and interface cycles
Dynamics of the Library Automation Scene
Evolutionary ILS
Revolutionary ILS
Open source and Proprietary alternatives
http://www.uoguelph.ca/theportico/science/people/
Evolutionary path
Gradual enhancement of long-standing ILS platforms
Wrap legacy code in APIs and Web services SirsiDynix
Unicorn (+Horizon functionality) > Symphony Innovative
INNOVAQ > INNOPAC > Millennium > Encore Civica
Urica > Spydus(Urica Integrated Systems, Amalgamated Wireless Australia, McDonnell Douglas Information Systems, Sanderson)
Traditional Proprietary Commercial ILS Millennium, Symphony, Polaris BOOK-IT, DDELibra, Libra.se
Traditional Open Source ILS Evergreen, Koha
Clean slate automation framework (SOA, enterprise-ready) Ex Libris URM, OLE Project
Cloud-based automation system WorldCat Local (+circ, acq, license management)
Competing Models of Library Automation
Rethinking library automation
Fundamental assumption: Print + Digital = Hybrid libraries
Traditional ILS model not adequate for hybrid libraries
Libraries currently moving toward surrounding core ILS with additional modules to handle electronic content
New discovery layer interfaces replacing or supplementing ILS OPACS
Working toward a new model of library automation Monolithic legacy architectures replaced by fabric of SOA
applications Comprehensive Resource Management
“It's Time to Break the Mold of the Original ILS” Computers in Libraries Nov/Dec 2007
Open Systems
Achieving openness has risen as the key driver behind library technology strategies
Open source Open API’s Demand for Interoperability Libraries need to do more with their
data Ability to improve customer experience
Con
solid
ate
d in
dex
Search Engine
Discovery ServiceSearch:
Digital Coll
ProQuest
EBSCO…
JSTOR
Other Resour
ces
New Library Management Model
`
API Layer
Library Management
System
LearningManageme
nt
LearningManageme
nt
Enterprise ResourcePlanning
Enterprise ResourcePlanning
StockManageme
nt
StockManageme
nt
Self-Check /
Automated Return
Self-Check /
Automated Return
Authentication
Service
Authentication
Service
Smart Cad /
Payment systems
Smart Cad /
Payment systems
LMS as Middleware
LMS provides strategic core of automation
Less involved with end-user contact Discovery for Web-based collection
discovery and user services Self-service stations for loans and returns Smart-card and payment systems
Academic Library Issues
Greater concern with electronic resources
Management: Need for consolidated approach that balances print and electronic workflows
Access: discovery interfaces that maximize the value of investments in electronic content
LMS / Electronic Resource Management
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
CatalogingAcquisitionsSerials OnlineCatalog
Public Interfaces:
Application Programming Interfaces
`
LicenseManagement
LicenseTerms
E-resourceProcurement
VendorsE-Journal
Titles
Protocols: CORE
LMS / Electronic Resource Management
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
Cataloging Acquisitions Serials + e-resources
Online Catalog
Public Interfaces:
Application Programming InterfacesLicense
manager
LicenseTerms
Print +Electronic
Public Library Issues
Enhance the experience of library patrons
Management and access to physical resources
Self-service through the Web portal: View current loans, perform holds,
renewals, pay fines and fees Self-service in the physical library
RFID-based self-issue and returns Helps the library deploy service personnel
for highest impact
From local discovery to Web-scale discovery
New models of Library Collection Discovery
Evolution of library collection discovery tools
Bound handwritten catalogs Card Catalogs Library online catalogs – OPACs Next-Gen Catalogs / Discovery interfaces Social Discovery Web-scale discovery services Comprehensive presentation layer
services
Bound Catalog
National Library of Colombia
Card Catalog
National Library of Argentina
Card Catalog
National and University Library, Slovenia
Card Catalog
Card Catalog
University of Kansas Library
Online Card Catalog
Salem International University
Computerized card catalog
Online Catalog
Search:
Search Results
ILS Data
Web-based online catalog
Disjointed approach to information and service delivery
Silos Prevail Books: Library OPAC (ILS module) Articles: Aggregated content products, e-journal
collections OpenURL linking services E-journal finding aids (Often managed by link
resolver) Subject guides (e.g. Springshare LibGuides) Local digital collections
ETDs, photos, rich media collections Metasearch engines
All searched separately
Federated Search
Simultaneous search of library catalog and selected remote resources of electronic content
Based on live, dynamic queries cast to multiple targets
Limited result sets, slow performance Search and retrieval protocols: Z39.50,
XML gateways
Federated Search
Search: Digital
Collections
ProQuest
EBSCOhost
…MLA
Bibliography
ABC-CLIO
Search Results
Real-time query and responses
ILS Data
Modernized 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
Discovery Products
http://www.librarytechnology.org/
discovery.pl
Decoupled from ILS
Discovery Interface
Search: Digital
Collections
ProQuest
EBSCOhost
…MLA
Bibliography
ABC-CLIO
Search Results
Real-time query and responses
ILS Data
Local Index
Meta
Search
En
gin
e
Endeca
AquaBrowser
AquaBrowser
AquaBrowser
LS2 PAC
VuFind
VuFind: Villanova University
Differentiation in Discovery
Products increasingly specialized between public and academic libraries
Public libraries: emphasis on engagement with physical collection
Academic libraries: concern for discovery of heterogeneous material types, especially books + articles + digital objects
Discovery from Local to Web-scale Initial products focused on technology
AquaBrowser, Endeca, Primo, Encore, VuFind Mostly locally-installed software
Current phase focused on pre-populated indexes that aim to deliver Web-scale discovery Summon (Serials Solutions) WorldCat Local (OCLC) EBSCO Discovery Service (EBSCO) Primo Central Encore with Article Integration
Web-scale Discovery
Search: Digital
Collections
ProQuest
EBSCOhost
…MLA
Bibliography
ABC-CLIO
Search Results
Pre-built harvesting and indexing
Con
solid
ate
d In
dex
ILS Data
Web-scale search Competitors Serials Solutions
Summon EBSCO Publishing
EBSCO Discovery Service Ex Libris
Primo Central OCLC
WorldCat Local
Summon
EBSCO Discovery Service
Primo / Primo Central
DBC Discovery Platform
Ting Service-oriented architecture Open source components
Fedora, SOLR, Lucene Brønd Data Well
Social Discovery
Builds on modernized library catalog interfaces Strong emphasis on Web 2.0 concepts Users invited to contribute reviews, ratings,
preferences, reading lists, etc. User-supplied data becomes part of the
discovery process Users help each other to find interesting library
materials Example: Leverage use data for a
recommendation service of scholarly content based on link resolver data: Ex Libris bX service
Social Discovery
Search:
Digital Collections
Web site data
…User
Contributed Content
Search Results
Loca
l Ind
ex
ILS Data
BiblioCommons
BiblioCommons
SoPAC
SoPAC
Comprehensive User Services Portal Discovery + Managed User Services New line of products that provide a
presentation layer that replaces the entire functionality of the Web site in addition to providing discovery services
Current products mostly in Europe Axiell – Arena Infor – Iguana
Comprehensive User Portal
Full replacement for Web-based online catalog Content management for Web site content Full suite of Web 2.0 modules Library-specific functionality widgets Library hours, locations Library News Blogs Recently acquired materials, featured content All created through management console
Axiell Arena
Axiell Arena
Axiell Arena
Delivering library services to mobile devices
Increased expectationfor access to services through mobile
Library services: Mobile web Apps
Transmit library notices through SMS
Carefully selectfunctionality appropriatefor mobile
Tablet computing
Tablet computers have been around for a while, but the introduction of Apple’s iPad increases popularity
High-qualitydevice for content consumption
Access to library services and content
http://www.csmonitor.com/Science/2010/0524/A-rundown-of-the-best-iPad-astronomy-apps
NCSU Mobile
Next-Gen Library Catalogs
Marshall BreedingNeal-Schuman PublishersMarch 2010
Volume 1 of The Tech Set
Questions and discussion
Thanks!