Marshall Breeding Independent Consultant Author and Founder and Publisher Library Technology Guides httplibrarytechnologyorg httptwittercommbreeding 21 March 2018 Current realities and future possibilities ID: 782574
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Slide1
Strategic Library Technologies
Marshall BreedingIndependent Consultant, Author, andFounder and Publisher, Library Technology Guideshttp://librarytechnology.org/http://twitter.com/mbreeding
21 March 2018
Current realities and future possibilities
Wiley Research APAC Webinar
Slide2AbstractLibraries depend on strategic library management and discovery technologies that power their work behind the scenes and patron-facing services. The industry that creates these strategic library technology products has seen profound changes in recent years through business dynamics such as horizontal and vertical consolidation. Mergers among the slate of companies developing library management systems now approach the limits of consolidation tolerable by the library economy. Beyond this type of consolidation, top-level companies offering a diverse portfolio of products and services to libraries have begun to expand their involvement with these strategic technologies, exploiting synergies possible among content, technology, and services.
Slide3Sources, methods, and projects
Slide4Library Technology Guides
https://librarytechnology.org
Slide5Slide6Slide7Selection and Deselections (Symphony)
Slide8Migration Reports
Slide9Vendor Personnel Statistics
Slide10(aka: Library Management Systems)
Integrated Library Systems
Slide11Resource Management Models
Category
Integrated Library System
Progressive integrated library System
Library Services Platform
Resources managed
Physical
Print, electronic
Electronic, Physical
Technology platform
Server-based
Server-based
Multi-tenant SaaS
Knowledgebases
None
None
e-holdings, bibliographic
Patron interfaces
Browser-based
Browser-based
Browser-based
Staff interfaces
Graphical Desktop (Java, Windows, Mac OS)
Browser-based
Browser-based
Procurement models
Purchase
Purchase, license,
license
Hosting option
Local install, ASP
Local install, ASP
SaaS Only
Interoperability
Batch transfer, proprietary API
Batch transfer, RESTful APIs,
APIs (mostly RESTful)
Product examples
SirsiDynix Symphony, Millennium, Polaris, Sierra, Koha, Evergreen
Sierra, Spydus, SirsiDynix BLUEcloud, Polaris, Apollo, Koha
WorldShare Management Services, Alma, FOLIO
Development strategy
Brownfield
Brownfield
Greenfield
Slide12Google cools data center with bathtubs, dishwashers
https://www.theregister.co.uk/2012/03/20/google_greywater_data_center_cooling/
Slide13Integrated (for print) Library System
Circulation
BIB
Staff Interfaces:
Holding
/ Items
Circ
Transact
User
Vendor
Policies
$$$
Funds
Cataloging
Acquisitions
Serials
Online
Catalog
Public Interfaces:
Interfaces
Business
Logic
Data
Stores
Slide14SirsiDynix Symphony Installations
Slide15Civica Spydus Installations
Slide16Sierra Implementations
Slide17Koha Installations Worldwide
Slide18Evergreen Installations
Slide19Slide20Future PossibilitiesIntegrated Library Systems
Slide21Extending the ILSAn Engine for Engagement
Customer Relationship ManagementMore natural discovery and access across digital, electronic, and print media
Slide22Library Services Platforms
Slide23ILS / ERM: Dual Systems Model
Circulation
BIB
Staff Interfaces:
Holding
/ Items
Circ
Transact
User
Vendor
Policies
$$$
Funds
Cataloging
Acquisitions
Serials
Online
Catalog
Public Interfaces:
Application Programming Interfaces
`
License
Management
License
Terms
E-resource
Procurement
Vendors
E-Journal
Titles
Protocols:
CORE
Slide24Common approach for ERM
Circulation
BIB
Staff Interfaces:
Holding
/ Items
Circ
Transact
User
Vendor
Policies
$$$
Funds
Cataloging
Acquisitions
Serials
Online
Catalog
Public Interfaces:
Application Programming Interfaces
Budget
License Terms
Titles / Holdings
Vendors
Access Details
Slide25Consolidated index
Unified Presentation Layer
Search:
Digital
Coll
ProQuest
EBSCO
…
JSTOR
Other Resources
New Library Management Model
`
API Layer
Library Services Platform
Learning
Management
Enterprise Resource
Planning
Stock
Management
Self-Check /
Automated Return
Authentication
Service
Smart Cad /
Payment systems
Discovery Service
Slide26Ex Libris Alma Installations
Slide27WorldShare Management Services
Slide28Library Services Platforms“This new generation of products - more appropriately called something like library services platforms rather than integrated library systems - addresses the fundamental changes that libraries have experienced over the course of the last decade or so toward more engagement with electronic and digital content. In their own distinctive ways, these recently announced or delivered systems aim to break free of the models of automation centered mostly on print materials deeply embodied by the incumbent line of integrated library systems.”
Breeding, Marshall. (2011). A Cloudy Forecast for Libraries. Computers in Libraries 31 (7), 32-35.
Slide29Library Services PlatformLibrary-specific software. Technical infrastructure to help libraries automate their internal operations, manage collections, fulfillment requests, and deliver services
ServicesServices-oriented architectureExposes Web services and other API’sFacilitates the services libraries offer to their usersPlatformGeneral infrastructure for library automationConsistent with the concept of Platform as a Service Library programmers address the APIs of the platform to extend functionality, create connections with other systems,
dynamically interact with data
Slide30Library Services Platforms – Functional
Manages electronic and print formats of materials
Replaces multiple incumbent products
Flexible Metadata Management spanning multiple schemas
Procurement workflows appropriate for each type of library asset: purchased physical items, licensed resources, demand-driven acquisitions, etc.
Knowledgebases
Built-in collection analytics
Decision support for collection development
Slide31Platform characteristicsTechnical infrastructure to support complex business applicationsDelivers common services: data stores, messaging, events, workflow engine
Agnostic relative to structure of higher-level applicationsCommon UI frameworkDesigned for multitenancy
Slide32FOLIOOpen source library services platformDesigned for multitenancyMicroservices architectureDesigned for multiple deploymentsIn development
Slide33FOLIO Platform
Slide34Web service
Enterprise Service Bus
Application software Business Logic
Table
Table
Table
Table
Table
Table
Table
Table
Table
Table
Table
Table
Table
Table
Table
Table
Database Engine
Presentation Layer
User
Interfaces
Scripts/
Third Party Systems
API endpoints
Monolithic Application: Enterprise SOA Model
Reusable
Composable
Services
}
Slide35User
Interfaces
Scripts/
Third Party Systems
API endpoints
Microservices-based Application
Persistence / System
Layer
Presentation Layer / UI Toolkit
API Gateway
Microservice
Data Store
Web service
Run time libraries
Application
software
Service components
Microservice
Data Store
Web service
Run time libraries
Application
software
Service components
Microservice
Data Store
Web service
Run time libraries
Application
software
Service components
Microservice
Data Store
Web service
Run time libraries
Application
software
Service components
Microservice
Data Store
Web service
Run time libraries
Application
software
Service components
Microservice
Data Store
Web service
Run time libraries
Application
software
Service components
Microservice
Data Store
Web service
Run time libraries
Application
software
Service components
Microservice
Data Store
Web service
Run time libraries
Application
software
Service components
Microservice
Data Store
Web service
Run time libraries
Application
software
Service components
Microservice
Data Store
Web service
Run time libraries
Application
software
Service components
Slide36Resource Management Models
Category
Integrated Library System
Progressive integrated library System
Library Services Platform
Resources managed
Physical
Print, electronic
Electronic, Physical
Technology platform
Server-based
Server-based
Multi-tenant SaaS
Knowledgebases
None
None
e-holdings, bibliographic
Patron interfaces
Browser-based
Browser-based
Browser-based
Staff interfaces
Graphical Desktop (Java Swing, Windows, Mac OS)
Browser-based
Browser-based
Procurement models
Purchase
Purchase, license
license
Hosting option
Local install, ASP
Local install, ASP
SaaS Only
Interoperability
Batch transfer, proprietary API
Batch transfer, RESTful APIs,
APIs (mostly RESTful)
Products
SirsiDynix Symphony, Millennium, Polaris
Sierra, SirsiDynix Symphony/BLUEcloud, Polaris, Apollo
WorldShare Management Services, Alma, FOLIO
Development strategy
Brownfield
Brownfield
Greenfield
Slide37Product Development Timeline
https://librarytechnology.org/chron/libraryservicesplatforms.pl
/
Slide38Future PossibilitiesLibrary Services Platforms
Slide39Beyond the Library Services Platform
University administrators do not care about internal library workflowsTechnologies and services which enable the library to support areas of strategic interest to the universityResearchCurriculum
Slide40Build new services on the platform
Foundation to expand beyond operational infrastructureTechnologies for new areas of library involvementResearch Data ManagementResearch Services supportShowcase research and publications, grant complianceSupport of teaching:Reading List for coursesReduce costs to students for materialsCopyright management
Slide41Recent Trends and EventsLibrary Technology Industry
Slide42Library Technology Industry Reports2014:
Strategic Competition and Cooperation2015: Operationalizing Innovation2016: Power Plays2017: Competing visions for Technology, openness, workflows
2013: Rush to Innovate2012: Agents of Change
2011: New Frontier2010: New Models, Core Systems2009: Investing in the Future2008: 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
American Libraries
Library Journal
Slide43Library System Report 2017“Competing visions for technology, openness, and
workflow”https://americanlibrariesmagazine.org/2017/05/01/library-systems-report-2017/
Slide44Transition in Scholarly Publishers
Comparison of Research Search and workflow Tools
Elsevier
Digital Science
Clarivate
Citation database
Scopus
Dimensions
Web of Science
Content indexed
69 million publications from 5,000 publishers; 22,800 journals; 150,000 books
89 million publications; 870 million citations
68 million publications; 33,000 journals; 88,000 books
Analytics
SciVal
Plum Analytics
PlumX
Altmetric
InSites
Essential Science Indicators
Reference Manager
Mendeley
EndNote
Research information management system
Pure
Symplectic
management system for journals
ScholarOne
Peer review tracking and recognition
Publons
Research data repository
FigShare
Institutional article repository
bepress
Scientific collaborative network
SSRN
Media monitoring of articles and research
Newsflo
Collaborative writing and publishing tool
Hivebench electronic lab notebook
Overleaf
Decision support for science funding
ÜberResearch
Ownership
RELX (previously Reed Elsevier. Publicly traded on London Stock Exchange and Amsterdam Stock Exchange)
Holtzbrinck Publishing Group
Baring Private Equity Asia (previously part of Thompson Reuters)
Slide45Future PossibilitiesIndustry Trends
Slide46Looking forwardConsolidation likely to continue
Not necessarily through mergers of direct competitorsOngoing interest in library tech companies by top-level library companies or adjacent industries
Slide47Opportunities?
New synergies able to enable libraries to operate more efficiently or deliver new servicesDevelopment capacity able to create technologies not possible by smaller organizations
Slide48Concerns?
Fewer choices for each product genreUncomfortable ties between content, workflows, and technology systemsLess control in shaping developmentWill corporate interests align with library values and strategies?
Slide49Questions and discussion