1. Current themes in the companies, products, and technologies Marshall Breeding Director for Innovative Technologies and Research Vanderbilt University http://staffweb.library.vanderbilt.edu/breeding http://www.librarytechnology.org/ Presentation for: LIS531R: Library Automation Systems

2.  Marshall Breeding will present an overview of the library automation industry, focusing especially on the shaping of the business environment, and on recent product and technology trends. The library automation landscape has become increasingly interesting with new dynamics of proprietary and open source products, and new models of commerce. While the ILS continues as the core business software in libraries, ancillary products have emerged that fill the ever-widening gap of functionality not addressed by the ILS. A new generation of discovery interfaces, including both proprietary and open source alternatives, has emerged to displace the much-maligned OPAC. These products offer a more modern interface and address a broader view of library collections, spanning print and electronic content.

3.  http://www.librarytechnology.org http://www.librarytechnology.org  Repository for library automation data  Lib-web-cats tracks 39,000 libraries and the automation systems used. ◦ Expanding to include more international scope  Announcements and developments made by companies and organizations involved in library automation technologies

4.  Started building database in 1995  Most comprehensive resource for tracking ILS and other library automation products  Many state library agencies do not keep accurate records of library automation data  Problem: how to resolve remaining “Unknown” libraries. ◦ No Web site, no reliable e-mail contact

7. Annual Industry report published in Library Journal:  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

8. System Name20012002200320042005200620072008 AGent VERSO 141962315544724 Evergreen 6 Voyager 5044352234124 5 ALEPH 500 80585153836729 26 Vubis Smart 1334545660564046 V-Smart 11 Millennium 15713614411910795 64 Koha (Classic/ZOOM) 305740 Library.Solution 7970735841343532 Carl.X / Carl.Solution 131000 Polaris ILS 12212037395432 56 Unicorn 1172071241349171121108 Horizon 12611416819314794150 Virtua 3760673525273039

14. 2002200320042005200620072008 Composite Endeavor + Ex Libris367382408417393418467 Composite Sirsi + Dynix860839789679629491450 Auto-Graphics, Inc.4542 32 3638 Book Systems, Inc.88595853505763 Civica34 35130322379392 COMPanion Corp.86 62636567 EOS International69 727982 79 Equinox Software 613 Follett Software Company266240220245370404402 Infor Library Solutions127104 105777572 Inmagic, Inc.444540 55 Innovative Interfaces, Inc.268285 295 310326 LibLime61428 The Library Corporation173180189210 191204 Polaris Library Systems105656768666976 Serials Solutions 78102142 Softlink America Inc.75809497104115132 SydneyPLUS65 565960 Talis838477 VTLS Inc.1001049395758697

15. CompanySupported SystemsSupport Staff Installed Sites Ratio Polaris Library SystemsPolaris382697.1 Innovative Interfaces, Inc. Millennium17613487.7 The Library CorporationLibrary.Solution, Carl.Solution, Carl.X877348.4 Ex LibrisAleph, Voyager198459323.2 Auto-GraphicsAGent/Verso924427.1 VTLSVirtua4193622.8 InforVubis Smart, Advance, PLUS, Vubis Original 214070.0 LibLimeKoha3308102.7

16.  Perceptions 2008: an international survey of library automation ◦ http://www.librarytechnology.org/perceptions2008.pl http://www.librarytechnology.org/perceptions2008.pl ◦ 1,340 Responses from 51 countries  Perceptions 2007: an international survey of library automation ◦ http://www.librarytechnology.org/perceptions2007.pl http://www.librarytechnology.org/perceptions2007.pl

22.  Library funding cuts widespread  Many automation projects on hold  Pressure to accept lowest-cost alternatives rather than higher cost preferred options  Hope that open source software will provide savings  Economic pressure may necessitate innovation

23.  Increasing adoption in the United States and Canada ◦ Koha, Evergreen, OPALS  Less interest in Asia, Europe, UK  India ◦ NetGenLib, Koha  Strong interest in Latin America ◦ Koha, ABCD

24.  US: LibLime, Equinox, MediaFlex  Aggressive marketing ◦ Concept of open source ◦ Promotion of specific products  Struggling to meet expectations ◦ Satisfaction lower than many companies offering proprietary products ◦ Some companies offering proprietary products score much lower than open source

25.  Many ILS products offered through traditional licensing continue to prosper  Some proprietary ILS products seeing significant numbers of library defections  Systems more mature and rich in features  Balance of power among ILS vendors shifting  Some libraries running proprietary ILS question long-term viability and are exploring alternatives  Traditional ILS now the target of new alternative automation models

26.  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)

27.  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

28.  ILS Online Catalog module no longer enough  Single point of entry to all aspects of library collections ◦ Print + electronic; Books + articles + multimedia  Consolidated index of harvested content  Relevancy-based search  Modern interface techniques ◦ Facets, user-supplied content, search suggestions, recommendations  Focus on delivery

29.  Initial products focused on technology ◦ AquaBrowser, Endeca, Primo, Encore, VUfind ◦ Mostly locally-installed software  Current phase focused on content indexes ◦ Summon (Serials Solutions) ◦ WorldCat Local (OCLC) ◦ EBSCO Discovery Service (EBSCO) ◦ All hosted services

30.  New Discovery Service  Consolidated index harvested from many sources ◦ ProQuest, Gale, etc ◦ 300,000,000 articles represented ◦ Full-text search + Citations  Local catalog data harvested, real-time link to holdings  Other local repositories harvested  Others available through metasearch

31.  Consolidated index of EBSCOhost full-text and citation data  Reciprocal agreement with OCLC for WorldCat.org data  Pursuing agreements with other content providers

32.  A hosted consolidated index of article-level metadata and full-text  Maintained by Ex Libris  Available at no additional cost to Primo sites  Available year-end 2009

33.  Strong interest in offering social features to library users  Expected functionality in Next-gen catalogs  Layer social features into legacy catalogs ◦ LibraryThing for Libraries ◦ ChiliFresh – shared engine for resource reviews

34.  Large portions of public libraries in the United States operate with no automation system, outdated systems, or products not suited for their type of library  Small rural libraries  Many public libraries run PC-based systems built for schools because the cannot afford more full- featured systems  Current automation options priced well above what libraries with limited resources can afford.  Cost of consortial participation can also exceed financial thresholds

35.  Strong interest in discovery interfaces  Emerging interest in next-generation library automation ◦ Increasing proportions of electronic content and complexity of operations push the limits of current system designs  Enterprise integration ◦ Connect to campus authentication, courseware, ERP, student management  Need for digital preservation strategies and products as these libraries build ever larger local digital collections

36.  Strong interest in modernizing Web presence  Next-generation discovery systems ◦ AquaBrowser, Encore, Endeca  Interest in technologies to streamline circulation ◦ RFID – especially in new facilities ◦ Self-check (barcode or RFID) ◦ Automate Materials Handling

38.  Transition to District-wide centralized automation  Integration with other administrative systems  Textbook management  Access to age-appropriate pre-approved Web content

39.  Enterprise knowledge management  Competitive intelligence gathering and analysis  Traditional automation tasks diminished  Increasingly all virtual

40.  Widespread use of ISIS related software ◦ Developed out of UNESCO, free but not open source ◦ Tens of thousands of libraries  Development of ABCD open source ISIS variant  Growing interest in Koha  Increasing interest in commercial systems from international vendors when economically possible

41.  Vendor hosted, Application Service Provider  Increasing adoption by small and medium- sized libraries  Not a major trend for larger libraries  Promoted by companies: more profitable for them  Libraries generally see lower overall costs, more predictable budget model  Systems and data managed more responsibly  Hosted individual instances, not quite cloud computing model  WorldCat Local more like Cloud Computing

42.  Strong interest in regional and statewide implementations  Open Source and Commercial ◦ Georgia: Evergreen ◦ Indiana: Evergreen (Early Phases) ◦ British Columbia: Evergreen ◦ Wyoming: SirsiDynix Unicorn ◦ Hawaii: Horizon

43.  Existing service in pilot stage for new discovery service  WorldCat.org data + ArticleFirst (30 million articles)  Agreement with EBSCO to load EBSCOhost citation data into WorldCat  Pursuing agreements with additional content providers

44.  No-cost option to FirstSearch subscribers  No reclamation to reconcile local ILS with WorldCat  One ILS supported; must be among supported products  Program to expose thousands of libraries to WorldCat Local as a discovery option

45.  Extend WorldCat Local to include ◦ Circulation ◦ Delivery ◦ Acquisitions ◦ License Management  Positioned as Web-scale, cloud computing model, cooperative library system  Pilot sites being finalized; general availability in 2010

46.  Exciting time to be involved in library systems  More opportunities than ever  Open source / Open access momentum  Rethinking of library automation fundamentals  Fresh ideas can make a difference