1. Recent trends in the progression of library management systems
Marshall Breeding
Director for Innovative Technology and Research
Vanderbilt University Library
Founder and Publisher, Library Technology Guides
14 November 2010
Hochschue für Technik, Wirtschaft und Kultur

2. Abstract
The shape of library collections and the needs of their uses have outpaced the development of adequate technology support components in recent years. Marshall Breeding will present his view of the current state of the art of library management systems, the role of discovery products to improve end-user experiences, and give some perspective on what's emerging in the near future in technology products that address these concerns

3. Current state of the industry

4. Library Technology Guides

5. Dynamics of the ILS market

6. ILS market in New York – Public

7. UK LMS Deployments (libraries)

8. ILS Deployments in Germany

9. ILS deployments in Germany

10. Lib-web-cats Technology Profile

11. Lib-web-cats extended for RFID Products

12. Lib-web-cats tech profile

13. 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

14. LJ Automation Marketplace
Annual Industry report published in Library Journal:
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

15. 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.

16. 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.

17. Trends in Germany Tradition of local and regional automation companies
Increasing interest by international LMS vendors
LMS products in Saxony

18. Compared to North America
Significant consolidation, yet no vendor dominates entirely
Library services available reliant on state and local government initiatives and resources
Movement toward open source ILS – regional and state-wide projects underway

19. Key Context: Libraries in Transition
Shift from Print > Electronic
Increasing emphasis on subscribed content, especially articles and databases
Strong emphasis on digitizing local collections
Demands for enterprise integration and interoperability

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

21. 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

22. Dynamics of the Library Automation Scene
Evolutionary ILS
Revolutionary ILS
Open source and Proprietary alternatives

23. Evolutionary path Gradual enhancement of long-standing ILS platforms
Wrap legacy code in APIs and Web services
SirsiDynix
Unicorn (+Horizon functionality) > Symphony
Innovative
INNOVAQ > INNOPAC > Millennium > Encore
Civica
Urica > Spydus (Urica Integrated Systems, Amalgamated Wireless Australia, McDonnell Douglas Information Systems, Sanderson)

24. 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)

25. 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

26. Open Systems
Achieving openness has risen as the key driver behind library technology strategies
Open source
Open API’s
Demand for Interoperability
Libraries need to do more with their data
Ability to improve customer experience

27. New models of Library Collection Discovery
From local discovery to Web-scale discovery

28. 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

29. Bound Catalog
National Library of Colombia

30. Card Catalog
National Library of Argentina

31. Card Catalog
National and University Library, Slovenia

32. Card Catalog

33. Card Catalog
University of Kansas Library

34. Online Card Catalog
Salem International University

35. Computerized card catalog

36. ILS Data
Online Catalog
Search:
Search Results

37. Web-based online catalog

38. 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

39. 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

40. Real-time query and responses
ILS Data
Federated Search
Digital Collections
Search:
ProQuest
Search Results
EBSCOhost …
MLA Bibliography
ABC-CLIO
Real-time query and responses

41. 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

42. Discovery Products

43. Decoupled from ILS

44. Real-time query and responses
ILS Data
Discovery Interface
Digital Collections
Search:
Local Index
ProQuest
Search Results
EBSCOhost
MetaSearch Engine …
MLA Bibliography
ABC-CLIO
Real-time query and responses

45. Endeca

46. AquaBrowser

47. AquaBrowser

48. AquaBrowser

49. LS2 PAC

50. VuFind
VuFind: Villanova University

51. 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

52. 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

53. Pre-built harvesting and indexing
ILS Data
Web-scale Discovery
Digital Collections
Search:
ProQuest
EBSCOhost
Search Results
Consolidated Index …
MLA Bibliography
ABC-CLIO
Pre-built harvesting and indexing

54. Web-scale Search + Federated Search
ILS Data
Web-scale Search + Federated Search
Digital Collections
Search:
ProQuest
Consolidated Index …
Search Results
MLA Bibliography
ABC-CLIO
Pre-built harvesting and indexing
Fed Search
Non-harvestable
Resources
Interim model to deal with resources not possible to harvest into consolidated index

55. Pre-populated discovery services
New-generation interface
Harvested local content
ILS metadata
Institutional repositories, ETDs, Digital Collection platforms
Vendor-supplied indexes of library content
E-journals, databases, e-books
Full-text and metadata corresponding to e-content subscriptions
Book collections beyond local library collections

56. Web-scale search Competitors
Serials Solutions
Summon
EBSCO Publishing
EBSCO Discovery Service
Ex Libris
Primo Central
OCLC
WorldCat Local

57. Summon

58. EBSCO Discovery Service

59. Primo / Primo Central

60. 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

61. User Contributed Content
Social Discovery
ILS Data
Search:
Digital Collections
Local Index
Search Results
Web site data …
User Contributed Content

62. BiblioCommons

63. BiblioCommons

64. SoPAC

65. SoPAC

66. Comprehensive User Services Portal
Discovery + Managed User Services
New line of products that provide a presentation layer that replaces the entire functionality of the Web site in addition to providing discovery services
Current products mostly in Europe
Axiell – Arena
Infor – Iguana

67. Comprehensive User Portal
Full replacement for Web-based online catalog
Content management for Web site content
Full suite of Web 2.0 modules
Library-specific functionality widgets
Library hours, locations
Library News
Blogs
Recently acquired materials, featured content
All created through management console

68. Axiell Arena

69. Axiell Arena

70. Axiell Arena

71. Infor Iguana

72. Infor Iguana

73. Infor Iguana

74. Next-Gen Library Catalogs
Marshall Breeding
Neal-Schuman Publishers
March 2010
Volume 1 of The Tech Set

75. Questions and discussion

76. Thanks!