WHERE CAN WE GO FROM
HERE?
Library Resource Management Systems: New Challenges, New
Opportunities
October 8-9, 2009
Marshall Breeding
Director for InnovativeTechnology and Research
Vanderbilt University Library
LibraryTechnology Guides
http://www.librarytechnology.org
FORGING A PATH THROUGH A
MAZE OF OPTIONS
Trajectory
 Changing roles of libraries and the nature of
their collections demand corresponding
changes in supporting technologies
 Enormous challenges to deliver appropriate:
 Discovery platforms
 Business automation systems
 Yet…turnover of library automation products
very slow
Library Context
 Academic libraries: increased emphasis on
enterprise interoperability
 All Libraries:Transition to larger proportions of
non-print content
 Emphasis on full-text delivery: e-journals, e-
books, digitized books
 Shrinking library budgets: Cuts made in these
economic times may never be recovered
 Public Libraries: operational efficiency
 All libraries: higher levels of resource sharing
Technology context
 NewTechnology Cycle
 Cloud computing:
 Platform-as-a-service (Amazon EC2)
 Storage services (C3)
 Software-as-a-service
 Delivery to mobile devices
 Enterprise level infrastructure
 Legacy:
 Local/departmental computing
 Client/server
 Local servers
Business and procurement cycles
General Business Trends
 Very complex market
 Local national and regional companies & Global
competitors
 Increasingly consolidated and global
 Concentration of library automation into a
smaller niche of companies
Predominance of Proprietary
ILS products
 The vast majority of libraries choose to
license proprietary ILS products from
established vendors
 Some of these companies continue to see
growth in new client libraries
 Defections to competitors and open source
currently happen at relatively low levels
 Many unannounced open source projects
may alter this trend
Dynamics of library
automation changing
 Commercial companies developing and
supporting proprietary products prevail
 Open source ILS procurements
 Non-profit OCLC cooperative positioned to
play a larger role
Technology and product
strategies
 Evolved products?
 Can the existing slate of major ILS products
morph over time to meet the ever widening gaps
between design and functionality and changing
library requirements
 Fresh starts possible?
Evolutionary path
 Unicorn -> Symphony
 INOVAQ > Innopac -> Millennium/Encore
 Urica -> Spydus
 VUBIS ->Vubis Smart ->V Smart
 ALEPH 100… ALEPH 500/Verde/SFX -> URM
Forging a fresh path
 OLE – Ready to launch 2-year build phase
 Open Source
 URM -- (New or evolved?)
 Commercially licensed open platform
 Web-scale library automation
 OCLCWorldCat Local cooperative library
management system
Research and development
activities
 Do the systems libraries really need exist yet?
 Research and Development essential to
develop systems to meet the needs of
libraries and issues identified in this Forum
 Where will this take place?
 Companies?
 Libraries?
 Vendor / Library collaboration
The Business of Open Source
ILS
 Library procurement of open source ILS
 Commercial support companies
 Small and fragmented
 Many open source implementations taking
place independent of commercial support
contracts
Open Source ILS Companies
 Exists at the lower bounds of sustainability,
with some showing significant growth.
 Fragmented approach can diffuse already
limited resources
Open source alternatives
gaining increasing support
 Many libraries energized to take on local
development projects
 Traditional vendors interested in making best
use of open source components
 The direct adoption of open source products
represents only one aspect of open source in
the library automation industry.
Support by Grant-making
bodies
 AndrewW. Mellon Foundation
 Georgia Public Library Systems recognized with Award for
Technology Collaboration ($50,000)
 OLE (Open Library Environment)
 $475,700 Phase I
 ?? Phase II
 eXtensible Catalog
 $283,000 Phase I
 $749,000 Phase II
 IMLS
 “Empowered by Open Source”
 $998,556
 Led by King County + Peninsula Library System in California, the
Ann Arbor District Library in Michigan and the Orange County
Library System in Florida
A conversation about
software licensing
 Move beyond Open Source / Proprietary
software as philosophical arguments.
 SaaS largely neutralizes the pragmatic
differences
 Software choices made on the merits of
functionality
 Company choices made on the merits of their
service delivery
Discovery / Library
Business Automation
 Now viewed as separate problem
 Many interdependencies
 Current model of feeding discovery systems
from many underlying repositories
 ILS / e-journal collections / collections of digital
objects
 Will models of resource management change
to consolidate the repositories?
 Realign Discovery and management?
Discovery interface arena
 Technology platforms becoming more
mature
 Major projects and products to bring full text
article-level content within the primary
purview of the discovery interface.
 Next challenge: Full text indexes of books
New options and
opportunities springing up
 Many opportunities for libraries to contribute
 Partnerships with vendors
 Development partner / Beta test site
 Participation in open source initiatives
 Contribute to new and existing projects
 VuFind, Blacklight, OLE, Evergreen Koha
Service oriented
architecture
 Preferred technology for new development
projects
 Web Services
 Can function as the glue that ties legacy systems
together
 Building blocks of composed applications in an
SOA environment
 Legacy software will be around for a very long
time.
IssuesforStandards
 Library infrastructure may be positioned for
many major shifts
 Will new models of automation be served by
existing standards and best practices?
 What will be the points of interoperability that
will require technical agreements, best practices,
standards as library automation models morph?
 Help NISO and other relevant organizations
broker technical agreements in time to drive, not
hold back, new initiatives.
 Increased library involvement will be extremely
helpful
Breeding, "Closing Presentation: Where can we go from here?"
Breeding, "Closing Presentation: Where can we go from here?"
Breeding, "Closing Presentation: Where can we go from here?"
Breeding, "Closing Presentation: Where can we go from here?"
Many paths forward…

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Breeding, "Closing Presentation: Where can we go from here?"

  • 1. WHERE CAN WE GO FROM HERE? Library Resource Management Systems: New Challenges, New Opportunities October 8-9, 2009 Marshall Breeding Director for InnovativeTechnology and Research Vanderbilt University Library LibraryTechnology Guides http://www.librarytechnology.org
  • 2. FORGING A PATH THROUGH A MAZE OF OPTIONS
  • 3. Trajectory  Changing roles of libraries and the nature of their collections demand corresponding changes in supporting technologies  Enormous challenges to deliver appropriate:  Discovery platforms  Business automation systems  Yet…turnover of library automation products very slow
  • 4. Library Context  Academic libraries: increased emphasis on enterprise interoperability  All Libraries:Transition to larger proportions of non-print content  Emphasis on full-text delivery: e-journals, e- books, digitized books  Shrinking library budgets: Cuts made in these economic times may never be recovered  Public Libraries: operational efficiency  All libraries: higher levels of resource sharing
  • 5. Technology context  NewTechnology Cycle  Cloud computing:  Platform-as-a-service (Amazon EC2)  Storage services (C3)  Software-as-a-service  Delivery to mobile devices  Enterprise level infrastructure  Legacy:  Local/departmental computing  Client/server  Local servers
  • 7. General Business Trends  Very complex market  Local national and regional companies & Global competitors  Increasingly consolidated and global  Concentration of library automation into a smaller niche of companies
  • 8. Predominance of Proprietary ILS products  The vast majority of libraries choose to license proprietary ILS products from established vendors  Some of these companies continue to see growth in new client libraries  Defections to competitors and open source currently happen at relatively low levels  Many unannounced open source projects may alter this trend
  • 9. Dynamics of library automation changing  Commercial companies developing and supporting proprietary products prevail  Open source ILS procurements  Non-profit OCLC cooperative positioned to play a larger role
  • 10. Technology and product strategies  Evolved products?  Can the existing slate of major ILS products morph over time to meet the ever widening gaps between design and functionality and changing library requirements  Fresh starts possible?
  • 11. Evolutionary path  Unicorn -> Symphony  INOVAQ > Innopac -> Millennium/Encore  Urica -> Spydus  VUBIS ->Vubis Smart ->V Smart  ALEPH 100… ALEPH 500/Verde/SFX -> URM
  • 12. Forging a fresh path  OLE – Ready to launch 2-year build phase  Open Source  URM -- (New or evolved?)  Commercially licensed open platform  Web-scale library automation  OCLCWorldCat Local cooperative library management system
  • 13. Research and development activities  Do the systems libraries really need exist yet?  Research and Development essential to develop systems to meet the needs of libraries and issues identified in this Forum  Where will this take place?  Companies?  Libraries?  Vendor / Library collaboration
  • 14. The Business of Open Source ILS  Library procurement of open source ILS  Commercial support companies  Small and fragmented  Many open source implementations taking place independent of commercial support contracts
  • 15. Open Source ILS Companies  Exists at the lower bounds of sustainability, with some showing significant growth.  Fragmented approach can diffuse already limited resources
  • 16. Open source alternatives gaining increasing support  Many libraries energized to take on local development projects  Traditional vendors interested in making best use of open source components  The direct adoption of open source products represents only one aspect of open source in the library automation industry.
  • 17. Support by Grant-making bodies  AndrewW. Mellon Foundation  Georgia Public Library Systems recognized with Award for Technology Collaboration ($50,000)  OLE (Open Library Environment)  $475,700 Phase I  ?? Phase II  eXtensible Catalog  $283,000 Phase I  $749,000 Phase II  IMLS  “Empowered by Open Source”  $998,556  Led by King County + Peninsula Library System in California, the Ann Arbor District Library in Michigan and the Orange County Library System in Florida
  • 18. A conversation about software licensing  Move beyond Open Source / Proprietary software as philosophical arguments.  SaaS largely neutralizes the pragmatic differences  Software choices made on the merits of functionality  Company choices made on the merits of their service delivery
  • 19. Discovery / Library Business Automation  Now viewed as separate problem  Many interdependencies  Current model of feeding discovery systems from many underlying repositories  ILS / e-journal collections / collections of digital objects  Will models of resource management change to consolidate the repositories?  Realign Discovery and management?
  • 20. Discovery interface arena  Technology platforms becoming more mature  Major projects and products to bring full text article-level content within the primary purview of the discovery interface.  Next challenge: Full text indexes of books
  • 21. New options and opportunities springing up  Many opportunities for libraries to contribute  Partnerships with vendors  Development partner / Beta test site  Participation in open source initiatives  Contribute to new and existing projects  VuFind, Blacklight, OLE, Evergreen Koha
  • 22. Service oriented architecture  Preferred technology for new development projects  Web Services  Can function as the glue that ties legacy systems together  Building blocks of composed applications in an SOA environment  Legacy software will be around for a very long time.
  • 23. IssuesforStandards  Library infrastructure may be positioned for many major shifts  Will new models of automation be served by existing standards and best practices?  What will be the points of interoperability that will require technical agreements, best practices, standards as library automation models morph?  Help NISO and other relevant organizations broker technical agreements in time to drive, not hold back, new initiatives.  Increased library involvement will be extremely helpful