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The Future of the Integrated Library Management System

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XML / Web services / Service-oriented Architecture. ... Traditional ILS model not adequate for hybrid libraries. ... LMS maturity means similar levels of functionality. – PowerPoint PPT presentation

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Title: The Future of the Integrated Library Management System


1
The Future of the Integrated Library Management
System
Marshall Breeding Director for Innovative
Technology and Research Vanderbilt University
Library Founder and Publisher, Library Technology
Guides http//www.librarytechnology.org/ http//tw
itter.com/mbreeding
17 Nov, 2010
  • LATN Webinar

2
Summary
  • Marshall Breeding will present an overview of the
    current state of library automation, with a
    glimpse into the current and future trends
    involving integrated library systems. As library
    automation products mature and as demands
    increase for more openness and interoperability,
    we see increased emphasis on open source software
    and application programming interfaces as key
    differentiators. Discovery interfaces play an
    ever more important role, representing a
    decoupling between the ILS and other products
    that specialize in end-user presentation.

3
Library Technology Guides
www.librarytechnology.org
4
Lib-web-cats Technology Profile
5
Lib-web-cats extended for RFID Products
6
ILS market in Australia Public
http//www.librarytechnology.org/lwc-ils-marketsha
re.pl?CountryAustraliaTypePublic
7
ILS market in Australia Academic
http//www.librarytechnology.org/lwc-ils-marketsha
re.pl?CountryAustraliaTypeAcademic
8
Lib-web-cats tech profile
9
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

10
LJ Automation Marketplace
  • Annual Industry report published in Library
    Journal
  • 2010 ???
  • 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

11
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.

12
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.

13
General Findings
  • Moderately slow year for Core ILS products
  • Strong sales in Discovery Products
  • Strategy to move forward with new user interfaces
    and defer investments in ILS replacement
  • Current products deliver modern interfaces, while
    mainly addressing local content (ILS / local
    digital)
  • Emerging products bring vast collections of
    articles into the primary discovery layer
    Web-scale discovery

14
Key Context Libraries in Transition
  • Academic
  • Shift from Print gt Electronic
  • Increasing emphasis on subscribed content,
    especially articles and databases
  • Public
  • Increased emphasis on patron engagement on
    premises and via the Web
  • Strong emphasis on digitizing local collections
  • Demands for enterprise integration and
    interoperability
  • Period of crisis for many libraries through
    reduced funding

15
Key Context Library Users in Transition
  • New generations of library users
  • Millennial generation
  • Self sufficient reluctant to seek assistance
  • Receptive to self-service
  • Perceive themselves as competent to use
    information tools without help
  • Web savvy / Digital natives
  • Pervasive Web 2.0 concepts
  • Inherently collaborative work styles

16
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

17
LMS a legacy concept?
  • LMS Integrated Library System
  • (Cataloging Circulation OPAC Serials
    Acquisitions)
  • Focused on print and physical inventory
  • Electronic content at the Journal Title or
    collection level
  • Emerged in the 1960s 1970s
  • Functionality has evolved and expanded, but basic
    concepts and modules remain intact
  • Note Some companies work toward evolving the LMS
    to competently handle both print and digital
    content (e.g. Innovative Interfaces)

18
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
19
Competing Models of Library Automation
  • Traditional Proprietary Commercial ILS
  • Millennium, Symphony, Polaris
  • 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)

20
OCLC Web-scale Management Service
  • "the first Web-scale, cooperative library
    management service
  • New highly scaleable platform for WorldCat
  • Cataloging
  • Interlibrary loan
  • Discovery (WorldCat Local)
  • Circulation
  • Acquisitions
  • License Management
  • Early deployments underway now UTC, Pepperdine,
    etc

In Challenge to ILS Industry, OCLC Extends
WorldCat Local To Launch New Library
System Marshall Breeding, Library Journal
4/23/2009http//www.libraryjournal.com/article/CA
6653619.html
21
Open Source Library Automation
  • Koha
  • Evergreen
  • Kuali OLE

22
The Shrinking LMS
  • The Library Management System no longer stands as
    the single library automation product that
    provides comprehensive support for all aspects of
    library operations.
  • Many libraries putting much less emphasis on LMS
  • Manages workflows related to physical materials
  • Investments in electronic content increasing
  • Management of e-content handled outside of the ILS

23
shrinking LMS
  • Yet libraries need comprehensive business
    automation more than ever. Mandate for more
    efficient operations. Do more with less.
  • Proliferation of automation products needed to
    handle all aspects of libraries can overwhelm
    many libraries
  • Libraries lack technical personnel and needed
    capital to purchase and manage multiple systems

24
Legacy LMS Model
Public Interfaces
Staff Interfaces
Interfaces
Circulation
Cataloging
Acquisitions
Serials
OnlineCatalog
BusinessLogic
DataStores
25
Closed Systems
End User Interfaces
No programmable Access to the system. Captive
to the user Interfaces supplied by the developer
Programmer access
Acquisitions
Circulation
Cataloging
Functional modules
Data Stores
Staff Interfaces
26
Breaking out of the mold
  • Academic and Research libraries especially
    struggle with how to deal with managing
    increasing proportions of licensed electronic
    content
  • LMS geared toward print materials
  • New products aim to manage library resources
    spanning print and electronic owned or licensed
  • Examples Ex Libris URM, Kuali OLE

27
Legacy ILS e-content modules
End User Interfaces
Federated Search
OpenURL Linking
Electronic Resource Mgmt System
Circulation
Acquisitions
Functional modules
Cataloging
Serials
Data Stores
Staff Interfaces
28
LMS / Electronic Resource Management

LicenseManagement
E-resourceProcurement
Protocols CORE
29
LMS / Electronic Resource Management
Print Electronic
30
Application Programming Interfaces
  • A set of tools used by programmers to
  • Extend Functionality
  • Connect external systems
  • Extract or synchronize data
  • Proprietary APIs common in LMS space
  • Moving toward open APIs and Web Services

31
Legacy ILS Model / API

Public Interfaces
Staff Interfaces
Interfaces
Application Programming Interfaces
Circulation
Cataloging
Acquisitions
Serials
OnlineCatalog
BusinessLogic
DataStores
32
Legacy ILS Model / protocol
InterlibraryLoan System
Protocols SIP2 NCIP Z39.50 OAI-PMH
Self-Check
33
Legacy ILS Model / External API
ExternalSystems Services
Flexible Interoperability
Protocols SIP2 NCIP Z39.50 OAI-PMH
34
Benefits of APIs to Libraries
  • Extensibility
  • Interoperability
  • Allows the LMS to connect with other automation
    components
  • Create a matrix of interconnected systems rather
    than isolated silos with redundant data and
    functionality
  • LMS maturity means similar levels of
    functionality
  • LMS products increasingly differentiated by
    extent and quality of APIs and interoperability
    support

35
Decoupled Discovery
  • Online Catalogs delivered with LMS products seen
    as not suitable for current Web-savvy library
    uses
  • Need to modernize the interface
  • Expand the scope to encompass all aspects of
    library collections

36
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

37
Bound Catalog
National Library of Colombia
38
Card Catalog
National Library of Argentina
39
Card Catalog
National and University Library, Slovenia
40
Card Catalog
41
Card Catalog
University of Kansas Library
42
Online Card Catalog
Salem International University
43
Computerized card catalog
44
Online Catalog
ILS Data
Search Results
45
Web-based online catalog
46
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

47
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

48
Federated Search
ILS Data
Digital Collections
ProQuest
Search Results
EBSCOhost

MLA Bibliography
ABC-CLIO
Real-time query and responses
49
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

50
Discovery Products
http//www.librarytechnology.org/discovery.pl
51
Decoupled from ILS
52
Discovery Interface
ILS Data
Digital Collections
Local Index
ProQuest
Search Results
EBSCOhost
MetaSearch Engine

MLA Bibliography
ABC-CLIO
Real-time query and responses
53
Endeca
54
AquaBrowser
55
AquaBrowser
56
AquaBrowser
57
LS2 PAC
58
VuFind
VuFind Villanova University
59
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

60
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

61
Web-scale Discovery
ILS Data
Digital Collections
ProQuest
EBSCOhost
Search Results
Consolidated Index

MLA Bibliography
ABC-CLIO
Pre-built harvesting and indexing
62
Web-scale Search Federated Search
ILS Data
Digital Collections
ProQuest

Consolidated Index
Search Results
MLA Bibliography
ABC-CLIO
Pre-built harvesting and indexing
FedSearch
Non-harvestable Resources
Interim model to deal with resources not possible
to harvest into consolidated index
63
Summon
64
EBSCO Discovery Service
65
Primo / Primo Central
66
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

67
Social Discovery
ILS Data
Digital Collections
Local Index
Search Results
Web site data

User Contributed Content
68
BiblioCommons
69
BiblioCommons
70
SoPAC
71
SoPAC
72
ILS Model / Discovery
Discovery Service
Protocols SIP2 NCIP Z39.50 OAI-PMH
  • Bibliographic Record Harvesting
  • Real time Holdings Display
  • Circulation Status
  • Requests hold, renew,

73
ILS Model / Extended Discovery
LMS
74
New Library Management Model
Self-Check /Automated Return
Library Management System
StockManagement
Enterprise ResourcePlanning
Smart Cad / Payment systems
LearningManagement
AuthenticationService
75
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

76
Questions and discussion
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