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Workshop on Library Resource Management and Discovery

This workshop provides an analysis of trends in library resource management and discovery services, with a focus on the future of library services platforms and the companies that offer them. It also includes an overview of the annual report on integrated library systems and an analysis of Sierra, Encore, and Innovative.

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Workshop on Library Resource Management and Discovery

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  1. Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides http://librarytechnology.org/ http://twitter.com/mbreeding Workshop on Library Resource Management and Discovery Course for Librarians in Andalusia 25 September 2015

  2. Description • Conclusions of your annual report on the ILS • An analysis of the position of Sierra, Encore and Innovative in that report • Difference between the ILS concept and library services platform • An analysis of trends in the field of information technology ,with special emphasis on the future of Library Services Platforms and Discovery Services • An analysis of the future of the companies which offer ILS, what are the trends.

  3. Library Technology Guides www.librarytechnology.org

  4. Perceptions 2014 • http://librarytechnology.org/perceptions/2014/ • Annual survey for Libraries • Satisfaction levels for • Company • Current ILS • Service • Loyalty • Migration Plans • 3,141 Responses • 80 Countries

  5. Sample: Large Academic Libraries Perceptions Survey 2014

  6. Libraries Considering Switching Systems

  7. Satisfaction levels: Large Academic

  8. Library Technology Industry Reports American Libraries Library Journal • 2014: Strategic Competition and Cooperation • 2015: Operationalizing Innovation • 2013: Rush to Innovate • 2012: Agents of Change • 2011: New Frontier • 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

  9. Library Systems Report 2015 “Operationalizing innovation” http://americanlibrariesmagazine.org/2015/05/01/library-systems-report/

  10. Informesobresistemasbibliotecarios:Haceroperativala innovaciónEl profesional de la información, v. 24, n. 4, pp. 485-496.Translatedby Tomàs Baiget

  11. Industry Revenues • $1.8 billion global industry • $805 million from companies involved in the US • $495 million from US Libraries

  12. Personnel Resources 2014

  13. Personnel Growth / Loss

  14. Industry and Business Trends

  15. Mergers and Acquisitions http://librarytechnology.org/mergers

  16. Consolidation • Industry dominated by a small number of large organizations • EBSCO Information Services • ProQuest • OCLC • Ex Libris • Innovative Interfaces • SirsiDynix • Axiell

  17. Mid-sized and Small Companies • Limited geographic scope • Sector-specific products • Maintain profitable niche • Acquisition targets

  18. Overlap between Content and Technology • Content companies ever more deeply extended into resource management and discovery technologies • Technology companies involved in content creation and integration • E-resource Knowledgebases (Journal level) • Discovery indexes (Article level)

  19. EBSCO Information Services • Subject Indexing: EBSCO databases • Content aggregation: EBSCOhost platform • Discovery Technology: EBSCO Discovery Service • Print acquisition pipeline: YBP, GOBI3 • Serials Acquisition pipeline • EBSCO Subscription Services • E-books (academic)

  20. ProQuest • Database creation and aggregation • ProQuest Platform • Print acquisition pipeline:Couts, MyiLibrary • Discovery Technology: Summon • Resource management • 360 Resource Manager • 360 Link • Intota (Print + electronic)

  21. Library sector involvement • Ex Libris: Higher Education • oMbielcampusMplatform • ProQuest: Colleges and University • Follett: PreK-12 schools and districts • SirsiDynix: Public, academic, special • Innovative: Public, Academic, special • OCLC: current emphasis on academic • Axiell: Public Libraries, archives, and museums

  22. Industry Growth • Organic: capture new accounts • Technology: Shift to hosted services • Geographic: expand into new international regions

  23. Ownership models • Private Equity • Ex Libris (Golden Gate) • Innovative (HCCG, JMI) • SirsiDynix (ICV) • Family owned • Follett • EBSCO • ProQuest (Snyder / Goldman Sachs) • Membership owned • OCLC

  24. Innovative Interfaces • Continuity of history and product development • Sierra: New Library Services Platform + mature functionality • Encore: Discovery interface • Synergy: Federated search approach to article content • EDS Integration: upcoming index-based discovery

  25. Sierra implementations by Type

  26. Sierra implementations by Size

  27. Sierra selections by Year

  28. Sierra migration Patterns

  29. OCLC • Non-profit corporation based in Dublin Ohio • $203.5 million revenue 2011/12 fiscal year • Owned and Governed by membership: Board of Trustees, Global and Regional Councils • Pending lawsuit between SkyRiver / Innovative vs OCLC (in limbo since April 2011) • Annual Reports available: • http://www.oclc.org/news/publications/annualreports/2012/2012.pdf

  30. OCLC Product Strategy • Leverage WorldCat to power both discovery and management • Leverage values of broad-based resource sharing • Leverage concept of global library community

  31. WorldShare Platform • Basis of new suite of management tools for libraries • WorldShare Management Services: displaces basic ILS • WorldShare License Manager: Displaces ERM • WorldShare Metadata Management: • Initial offering involves e-book sets • WorldShare Interlibrary Loan

  32. WorldShare implementations by Size

  33. WorldShare Management Services by Type

  34. WorldShare development chronology

  35. Ex Libris • Positioned to be the largest company in the industry • Formidable competition for Academic Libraries • Global marketing strength • Europe, Asia, North America • Latin American distributor • Longstanding business strategy based on research and development • 170 personnel in development out of 512

  36. Ex Libris Product Strategy • Legacy ILS remain viable and profitable • Aleph – Many national and large research library installations • Voyager – Many national and academic research • Customer base seeing some erosion to competing systems • Alma developed as replacement for Aleph, Voyager and to attract new academic clients • Academic libraries running non-specialized ILS targets for Alma

  37. Alma • Developed specifically for Academic Libraries • Replaces all other strategic infrastructure systems • ILS + Link Resolver + Digital Asset Management + ERM • Paired with Primo and Primo Central • Over 120 institutions signed so far

  38. Community Catalog / knowledgebases • Ex Libris has invested in the content resources needed to drive technology products • SFX Global Knowledgebase: Developed and maintained by Ex Libris • See: Knowledge Base and Link Resolver Study http://www.kb.se/dokument/Knowledgebase_linkresolver_study.pdf • A core component of Alma • Bibliographic database component: MARC records available from LC, Harvard, national libraries, Alma implementers.

  39. Eventual product consolidation • Alma for resource management • Eventual transition of Voyager and Aleph • Immediate transition of Verde • SFX • DigiTool for digital collections • Primo / Primo Central for Discovery • Rosetta for Preservation • Possible integration into Alma?

  40. Alma – Implementations by Type

  41. Alma – Implementations by Size

  42. Alma Development Chronology

  43. Primo / Primo Central • Very specialized discovery tool for academic libraries • Local installation or hosted • Libraries load and index local content through customizable pipes • Customized display and indexing policies

  44. Primo Central Index • Hosted index of library content resources • Articles, book chapters, e-book collections, specialized research products • Ex Libris established strong publisher relations going back to OpenURL

  45. Koha

  46. Koha • Traditional ILS developed in Open Source model • Perl / MySQL / Linux • Problems with scaleability • Apache SOLR, Plack added recently • New US contracts going mostly to small to mid-sized public and academics

  47. Koha • Traditional ILS developed in Open Source model • Perl / MySQL / Linux • Problems with scaleability • Apache SOLR, Plack added recently • New US contracts going mostly to small to mid-sized public and academics

  48. Koha Libraries Worldwide

  49. Kuali OLE • Enterprise level library services platform • Financial and in-kind contributions from investing institutions • Matched by the Andrew W. Mellon Foundation • Major academic libraries in the US involved as original investing partners • UK: Senate House Library + Bloomsbury Colleges now committed in principal

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