1. A New Open Source LSP? Oh My!

2. FOLIO: Redefining the Library Services Platform
Neil Block
Vice President, Global Open Source Innovation
EBSCO information Services

3. CONSOLIDATION In library automation Vendor Consolidation
Fewer ILS Options
Monolithic Systems
What has happened in the ILS space: If in your library you were doing an RFP 10 years ago, you might have choices from 10 different systems. 5 years ago there may have been 5 systems. Today, there may only be 2.5 choices. The market is shrinking, big companies are getting bigger. The reduction in choice impacts the services and products we can buy. Once you buy an ILS, you also have less choice within the platform. This effects how libraries make decisions regarding automation.

4. TIME FOR A PLATFORM REVOLUTION?
“a vibrant and healthy platform is dependent on the value created by partners who are outside the platform itself. If a platform is too closed, then partners cannot or will not contribute”

5. The promise of ‘platform’ in the Library Services Platform has not yet been delivered.

6. FOLIO
A NEW OPEN SOURCE COLLABORATION
OPEN SOURCE
not-for-profit, governance
FOLIO
is a global collaboration of libraries, consortia, vendors and individual contributors building an open source platform for rethinking ILS workflows and services
FOLIO
modern platform, modular, extensible
MARKETPLACE
transparency, collaboration, support

7. FOLIO: AN OPEN SOURCE LSP FOR THE SMALL SHOP?
CHARLESTON CONFERENCE NOVEMBER 3, 2016

8. WHO AM I? Tania Fersenheim
Content & Applications Manager – Fenway Libraries Online
(formerly Manager of Library Systems at Brandeis University)
@bossytlady
phantomlibrarian.net
Charleston Conference November 3, 2016

9. THE LIBRARIAN’S DILEMMA
Commercial
Cost is easier to justify
Implementation & training
Documentation
Formal support arrangement
Less affected by staff turnover
Someone is in charge
Open Source
No software purchase $$
Flexibility & DIY
Transparency / Auditability
Charleston Conference November 3, 2016

10. WHY CHOOSE? Hosted or locally installed
Contract with a vendor for formal support
Develop our own apps / Fix our own bugs
Contract with a vendor for custom development or bug fixing
Charleston Conference November 3, 2016

11. I BELIEVE UNICORNS ARE REAL
Charleston Conference November 3, 2016

12. WHAT KIND OF UNICORN AM I LOOKING FOR?
Stability & continuity – less susceptible to staff turnover
Opportunities to participate and contribute using our existing resources
Transfer of responsibility if ever needed
Commingle / expose some data and functions but not all inside our formal consortium
Data interchange / ad-hoc relationships with other institutions / on-the-fly consortia for collaboration
Reducing the degree to which our ILS dictates our workflows and constrains our activities
Let us focus on what makes us us
Charleston Conference November 3, 2016

13. FOLIO: An Option for the Mid-Sized University Library?
CHARLESTON CONFERENCE NOVEMBER 3, 2016

14. Who am I ? Scott R. Anderson
Associate Professor, Information Systems Librarian, Millersville University
Subject specialist for:
Art & Design, Business, Computer Science, Economics, Mathematics
Library Operations:
Discovery, ILS, Content Platforms, Linking, Repositories, “Collections implementation”
Charleston Conference November 3, 2016

15. Context : My demands outside of the LSP
Instructional / Student Contact
Continuing rise in instructional activities
Subsequent rise in course related student contact / appointments
“Adjacent” Services / Technologies / Issues
The extant content platforms, discovery, repositories, linking, ILL, etc.
More focus on cost effective holistic resource sharing / acquisition
Time on ANALYSIS of content / profiling / acquisition options is up considerably
Budget / Value Proposition
Static content budget has us looking at “operational” costs very closely
Shrinking physicality of collections – practically speaking, we’re 100% electronic
Generate “collection budget” by improving efficiency in operations
Charleston Conference November 3, 2016

16. Attractions of Open LSP
Hosting Options
Possible synergies both technical / contractual
Improved odds we pay for support / service level on just what we actually use
Striped down implementation for what we actually need and use
Circ, NCIP, z39.50 – no OPAC, no ACQ, no Serials, no Cat (?)
Contracting with 3rd parties for specific deliverables – local value proposition
Partnering with others as needed / opportunities arise – managed complication
Internship / learning opportunities in the “real world” – small module contribution
Modularity – “plug and play” possibilities
Implementation of NON LIBRARY centric / technology options
New services with utility if not “economic viability”
Utilize services / ideas that reside OUTSIDE of the library space
Charleston Conference November 3, 2016

17. FOLIO Community
Michael Winkler – Managing Director – OLE

18. FOLIO: for and by the Community
Open source requires active participation
We are building a community of librarians, developers, designers, service providers and vendors
Multimodal participation channels
You can participate – not just, or even primarily, about software
OLE providing infrastructure for the Community

19. Community Channels Website: http://folio.org
Mailing
Slack Team:
Discussion:
Wiki:
Developers:

20. Other FOLIO Events at Charleston
Exploring New Roles of Academic Libraries in a Changing Knowledge Landscape – Wednesday 1pm – 5pm
FOLIO: A new Open Source Library Services Platform – Thursday at 12:30 – Lively Lunch Session
FOLIO Lounge – Thursday 10am – 4pm, Friday 10am – 6pm at …

21. Questions ? Neil B. Tania F. Scott A.
Tania F.
@bossylady
Phantomlibrarian.net
Scott A.
Michael Winkler, Managing Director, OLE
@winkler4
Charleston Conference November 3, 2016