1. CONNSCU LIBRARY TECHNOLOGY PERSPECTIVES Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding July 16, 2012 All ConnSCU Day for Library Staff

2. ConnSCU Background  Mergers and Apprehension, Inside Higher Ed. Nov. 22, 2011 “Connecticut’s community colleges now share both a governing board and a bad state budget with the Connecticut State University System.” Inside Higher Ed http://www.insidehighered.com/news/2011/11/22/connecticut-merges- community-colleges-and-four-year-system http://www.insidehighered.com/news/2011/11/22/connecticut-merges- community-colleges-and-four-year-system

3. Library Technology Guides www.librarytechnology.org

4. ILS Turnover Report

5. ILS Turnover Report -- Reverse

6. Mergers and Acquisitions http://www.librarytechnology.org/automationhistory.pl

7. Topic: Technology Trends What technologies or technology trends (disruptive or otherwise!) should we be paying close attention to and/or incorporating in ConnSCU strategic initiatives? How will new technologies or technology trends influence the way services are delivered to our clienteles, and will different staff skill sets, workflows, etc. need cultivating?

8. Key Context: Libraries in Transition  Academic Shift from Print > Electronic  E-journal transition largely complete  Circulation of print collections slowing  E-books now in play (consultation > reading)  Public: Emphasis on Patron Engagement  Increased pressure on physical facilities  Increased circulation of print collections  Dramatic increase in interest in e-books  All libraries:  Need better tools for access to complex multi-format collections  Strong emphasis on digitizing local collections  Demands for enterprise integration and interoperability

9. Key Context: Technologies in transition  Client / Server > Web-based computing  Beyond Web 2.0 Integration of social computing into core infrastructure  Local computing shifting to cloud platforms Application Service Provider offerings standard New expectations for multi-tenant software-as-a-service  Full spectrum of devices full-scale / net book / tablet / mobile Mobile the current focus, but is only one example of device and interface cycles

10. Key Text: Changed expectations in metadata management  Moving away from individual record-by-record creation  Life cycle of metadata  Metadata follows the supply chain, improved and enhanced along the way as needed  Manage metadata in bulk when possible  E-book collections  Highly shared metadata  E-journal knowledge bases, e.g.  Great interest in moving toward semantic web and open linked data  Very little progress in linked data for operational systems  AACR2 > RDA  MARC > RDF (recent announcement of Library of Congress)

11. Each Library Type Distinctive  Academic – Public – School – Special  Academic: Emphasis on subscribed electronic resources  Public: Engaged in the management of print collections  Dramatic increase in interest in E-books  School: Age-appropriate resources (print and Web), textbook and media management  Special: Enterprise knowledge management (Corporate, Law, Medical, etc)

12. Cooperation and Resource sharing  Efforts on many fronts to cooperate and consolidate  Many regional consortia merging (Example: suburban Chicago systems)  State-wide or national implementations  Software-as-a-service or “cloud” based implementations  Many libraries share computing infrastructure and data resources

13. Status Quo Sustainable?  ILS for management of (mostly) print  Duplicative financial systems between library and campus  Electronic Resource Management (non-integrated with ILS)  OpenURL Link Resolver w/ knowledge base for access to full-text electronic articles  Digital Collections Management platforms (CONTENTdm, DigiTool, etc.)  Institutional Repositories (DSpace, Fedora, etc.)  Discovery-layer services for broader access to library collections  No effective integration services / interoperability among disconnected systems, non-aligned metadata schemes

14. Academic Library Issues  Greater concern with electronic resources  Management: Need for consolidated approach that balances print, digital, and electronic workflows  Access: discovery interfaces that maximize the value of investments in electronic content

15. Cloud Computing  Major trend in Information Technology  Few organizations have core competence in large-scale computer infrastructure management  Essentially outsourcing of server housing and management  Usually based on a consumption-based business model  Most new automation products delivered through some flavor of cloud computing  Many flavors to suit business needs: public, private, hybrid

16. Software as a Service  Multi Tennant SaaS is the modern approach  One copy of the code base serves multiple sites  Software functionality delivered entirely through Web interfaces  No workstation clients  Upgrades and fixes deployed universally  Usually in small increments

17. Data as a service  SaaS provides opportunity for highly shared data models  WorldCat: one globally shared copy that serves all libraries  Primo Central: central index of articles maintained by Ex Libris shared by all libraries implementing Primo / Primo Central  KnowledgeWorks database of of e-journal holdings shared among all customers of Serials Solutions products  General opportunity to move away from library-by-library metadata management to globally shared workflows

18. Open Systems  Achieving openness has risen as the key driver behind library technology strategies  Libraries need to do more with their data  Ability to improve customer experience and operational efficiencies  Demand for Interoperability  Open source – full access to internal program of the application  Open API’s – expose programmatic interfaces to data and functionality

19. Mobile Computing

20. Topic: Cooperation and Discovery  How can the libraries of the newly formed CT State Colleges and Universities (ConnSCU) leverage its human, technological, and financial resources to provide exemplary and innovative library services? Are there examples of consortia that have done this successfully and how did they accomplish it? What is the current definition of a discovery service? What are the challenges to newly formed consortia where the members have long operated separately and have complementary but different missions and student populations.

21. What is a reasonable scale of cooperative implementation? Other Academic Library Examples

22. Connecticut  Flagship University of Connecticut system separate  ConnSCU  Connecticut State Library  4 Connecticut State Universities CONSULS shared Millennium system  Community Colleges 12 College Libraries Shared Voyager system

23. Florida University and Community Colleges  FCLA Florida Center for Library Automation 11 University Library Systems Transition from multiple Aleph institutions to one Mango discovery service remains  CCLA College Center for Library Automation 82 college campus libraries in 66 cities  Florida Distance Learning Consortium  Florida Center for Advising and Academic Support  Florida Virtual Campus

24. Orbis Cascade Alliance  37 academic libraries in Oregon, Washington and Idaho  www.orbiscascade.org www.orbiscascade.org  Currently operating separate ILS products  Working toward a shared ILS  Short list = Sierra or Alma

25. City University of New York Libraries  19 Campus Libraries  Shared Aleph implementation  Use native Aleph catalog

26. California  University of California system  Shared Melvyl catalog  Aleph > WorldCat Local  Separate ILS implementations  California State University System  440,000 students and faculty in 23 universities  System-wide purchase of Summon

27. University of Georgia System  13 million bibliographic records 13.9 million items  35 institutions  Galileo Interconnected Libraries  Voyager for ILS  VuFind for discovery across all libraries  http://gil.usg.edu/gilhome/docs/GIL_fact_sheet.pdf http://gil.usg.edu/gilhome/docs/GIL_fact_sheet.pdf

28. Limits of Shared Implementations  Hardware and software scales infinitely  Size of databases not restricted  Limitations:  Complexity of policies  Independence of institutions  Local control  Shared governance

29. Challenge: Disjointed approach to information and service delivery  Library Web sites offer a menu of unconnected silos:  Books: Library OPAC (ILS online catalog 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  Discovery Services – often just another choice among many  All searched separately

30. Online Catalog  Books, Journals, and Media at the Title Level  Not in scope:  Articles  Book Chapters  Digital objects  Web site content  Etc. Scope of Search Search: Search Results ILS Data

31. Next-gen Catalogs or Discovery Interface (2002-2009)  Single search box  Query tools  Did you mean  Type-ahead  Relevance ranked results (for some content sources)  Faceted navigation  Enhanced visual displays  Cover art  Summaries, reviews,  Recommendation services

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

33. Discovery Products http://www.librarytechnology.org/discovery.pl

34. 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

35. Discovery from Local to Web-scale  Initial products focused on technology  AquaBrowser, Endeca, Primo, Encore, VuFind,  LIBERO Uno, Civica Sorcer, Axiell Arena  Mostly locally-installed software  Current phase is focused on pre-populated indexes that aim to deliver Web-scale discovery  Primo Central (Ex Libris)  Summon (Serials Solutions)  WorldCat Local (OCLC)  EBSCO Discovery Service (EBSCO)  Encore with Article Integration (no index, though)

36. Web-scale Index-based Discovery Search: Digital Collections Web Site Content Institutional Repositories … E-Journals Reference Sources Search Results Pre-built harvesting and indexing Consolidated Index ILS Data Aggregated Content packages (2009- present)

37. Web-scale Search Problem Search: Search Results Pre-built harvesting and indexing Consolidated Index ?? ? Non Participating Content Sources Non Participating Content Sources Problem in how to deal with resources not provided to ingest into consolidated index Digital Collections Web Site Content Institutional Repositories … E-Journals ILS Data Aggregated Content packages

38. Encore Synergy Search: Digital Collections ProQuest … Local Index ILS Data Web Services Local Index Results Remote Search Results EBSCOhost … MLA Bibliography ABC-CLIO

39. Consolidated index Search Engine Unified Presentation Layer Search: Digital Coll ProQuest EBSCO … JSTOR Other Resources New Library Management Model ` API Layer Library Services Platform Learning Management Enterprise Resource Planning Stock Management Self-Check / Automated Return Authentication Service Smart Cad / Payment systems Discovery Service

40. Adoption of Discovery Services  Next-gen catalogs or discovery services have been around since 2002  Many mature products  Continuing to evolve and expand  Online catalog components of ILS products have taken on many of the characteristics of discovery layers  Examples: LS2 PAC, Polaris PowerPAC

41. Discovery Service Installations Discovery Product20072008200920102011Installed Primo123753506111914 AquaBrowser55339646974254 Encore72 1095672326 LS2 PAC 46775888236 Summon 50164214407 Enterprise 16 75100251 Civica Sorcer 7122239 Axiell Arena 61573376 Chamo 1034751

42. EBSCO Discovery Service

43. Global Primo Installations

44. Summon Global Adoption

45. Expanding the Depth of Discovery

46. Citations / Metadata > Full Text  Citations or structured metadata provide key data to power search & retrieval and faceted navigation  Indexing Full-text of content amplifies access  Important to understand depth indexing  Currency, dates covered, full-text or citation  Many other factors

47. Full-text Book indexing  HathiTrust: 11 million volumes, 5.3 million titles, 263,000 serial titles, 3.5 billion pages  HathiTrust in Discovery Indexes  Primo Central (Jan 20, 2012) [previously indexed only metadata]  EBSCO Discovery Service (Sept 8 2011)  WorldCat Local (Sept 7, 2011)  Summon (Mar 28, 2011)

48. Challenge for Relevancy  Technically feasible to index hundreds of millions or billions of records through Lucene or SOLR  Difficult to order records in ways that make sense  Many fairly equivalent candidates returned for any given query  Must rely on use-based and social factors to improve relevancy rankings

49. Quest for Improved Relevancy  Example: Ex Libris Primo ScholarRank  Relevancy tuned for scholarly content  Uses bX data to assign score that reflects scholarly importance  Able to weight by disciplines and filter by other factors for signed-in users  Now available in Primo Version 4

50. Challenges for Collection Coverage  To work effectively, discovery services need to cover comprehensively the body of content represented in library collections  What about publishers that do not participate?  Is content indexed at the citation or full-text level?  What are the restrictions for non-authenticated users?  How can libraries understand the differences in coverage among competing services?

51. Evaluating the Coverage of Index- based Discovery Services  Intense competition: how well the index covers the body of scholarly content stands as a key differentiator  Difficult to evaluate based on numbers of items indexed alone.  Important to ascertain now your library’s content packages are represented by the discovery service.  Important to know what items are indexed by citation and which are full text  Important to know whether the discovery service favors the content of any given publisher

52. Open Discovery Initiative  NISO Work Group to Develop Standards and Recommended Practices for Library Discovery Services Based on Indexed Search  Informal meeting called at ALA Annual 2011  Co-Chaired by Marshall Breeding and Jenny Walker  Term: Dec 2011 – May 2013

53. Balance of Constituents LibrariesPublishersService Providers 53 Marshall Breeding, Vanderbilt University Jamene Brooks-Kieffer, Kansas State University Laura Morse, Harvard University Ken Varnum, University of Michigan Anya Arnold, Orbis Cascade Alliance Sara Brownmiller, University of Oregon Lucy Harrison, College Center for Library Automation (D2D liaison/observer) Lettie Conrad, SAGE Publications Beth LaPensee, ITHAKA/JSTOR/Portico Jeff Lang, Thomson Reuters Linda Beebe, American Psychological Assoc Aaron Wood, Alexander Street Press Jenny Walker, Ex Libris Group John Law, Serials Solutions Michael Gorrell, EBSCO Information Services David Lindahl, University of Rochester (XC) Jeff Penka, OCLC (D2D liaison/observer)

54. Timeline MilestoneTarget DateStatus Appointment of working groupDecember 2011 Approval of charge and initial work planMarch 2012 Agreement on process and toolsJune 2012 Completion of information gatheringOctober 2012 Completion of initial draftJanuary 2013 Completion of final draftMay 2013 54

55. ODI Project Goals:  Identify … needs and requirements of the three stakeholder groups in this area of work.  Create recommendations and tools to streamline the process by which information providers, discovery service providers, and librarians work together to better serve libraries and their users.  Provide effective means for librarians to assess the level of participation by information providers in discovery services, to evaluate the breadth and depth of content indexed and the degree to which this content is made available to the user.

56. The rise of e-books  Academic libraries: e-books included in aggregated content packages  E-books used primarily for research and consultation, not long reading  Public Libraries: Subscriptions to e-book services that provide an outsourced collection of loanable e- books  K-12 Schools, Colleges, Universities: interest in electronic textbooks

57. Integrating e-Books into Library Automation Infrastructure  Current approach involves mostly outsourced arrangements  Collections licensed wholesale from single provider  Hand-off to DRM and delivery systems of providers  Loading of MARC records into local catalog with linking mechanisms  No ability to see availability status of e-books from the library’s online catalog or discovery interface

58. Technology Issues  Access to materials controlled through Digital Rights Management  Closed ecosystems that control content through identity management and rights policies  Imposes significant overhead on the user experience:  Download an install DRM components  Establish user credentials in site trusted by DRM  Works only with devices that comply with DRM restrictions

59. Decoupled Discovery?  Decoupled interfaces emerged from broken online catalogs  Poor interfaces, inadequate scope  Inefficient integration between automation and discovery platforms  New wave of more tightly integrated suites:  Ex Libris Alma > Primo / Primo Central  OCLC WorldShare Management Services > WorldCat Local  Serials Solutions Intota > Summon  Still possible to decouple, but more effort, worse results  Exceptions: EBSCO Discovery Service, VuFind, Blacklight, Kuali OLE

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

61. Topic: New Generation Management The new web scale management systems (AKA new ILSs). What do these new systems offer that our current systems (Voyager and Millennium) do not? What is the relationship between existing discovery platforms and new generation ILSs currently and how do you think it will evolve in the future? To what extent does current (or anticipated) technology suggest that a single platform is the preferred solution for a 17 member library system?

62. International Perceptions Survey http://www.librarytechnology.org/perceptions2011.pl

63. 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

64. Annual Industry report published in Library Journal:  2012: Agents of Change  2011: New Frontier: battle intensifies to win hearts, minds and tech dollars  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 LJ Automation Marketplace

65. Agents of Change…  As development efforts near completion on a new slate of automation products, vendors are beginning to pull out all the stops to monetize them. A new round of competition is heating up to place these new products in libraries, replacing their own legacy products and aiming to displace those of other companies.

66. Recent ILS Industry Contracts CompanyProduct200920102011 OCLCWorldShare Management Services184 Innovative InterfacesSierra 206 Ex LibrisAlma824 SirsiDynixSymphony -126122 Innovative Interfaces, Inc.Millennium453932 The Library CorporationLibrary.Solution304348 Ex LibrisAleph473925 VTLS Inc.Virtua182213 Polaris Library SystemsPolaris ILS332353 BiblionixApollo558779 ByWater SolutionsKoha74454 PTFS LibLimeLibLime Academic Koha 7 PTFS LibLimeLibLime Koha 4427 Equinox SoftwareEvergreen181521 Equinox SoftwareKoha 6

67. Appropriate Automation Infrastructure  Current automation products out of step with current realities  Majority of library collection funds spent on electronic content  Majority of automation efforts support print activities  Management of e-content continues with inadequate supporting infrastructure  New discovery solutions help with access to e-content  Library users expect more engaging socially aware interfaces for Web and mobile

68. “Paradigm Shift”  Thomas S. Kuhn  The Structure of Scientific Revolutions (1962)  Properly used to describe the major transitions such as that from the Ptolemaic view to that of Copernicus  Used less properly to designate less grand shifts in science, culture, or technology

69. Transition to Web-scale Technologies  Web-scale: a characterization or marketing tag that denotes a comprehensive, highly-scalable, globally shared model  Web-scale: One of the key characteristics of emerging library management and discovery services  Displaces applications or data models targeting individual libraries in isolation  Discovery: index-based search  Management: Library Services Platforms

70. New-generation Library Management

71. Cloud Computing  Major trend in Information Technology  Term “in the cloud” has devolved into marketing hype, but cloud computing in the form of multi- tenant software as a service offers libraries opportunities to break out of individual silos of automation and engage in widely shared cooperative systems  Opportunities for libraries to leverage their combined efforts into large-scale systems with more end-user impact and organizational efficiencies

72. Fundamental technology shift  Mainframe computing  Client/Server  Cloud Computing http://www.flickr.com/photos/carrick/61952845/ http://soacloudcomputing.blogspot.com/2008/10/cloud-computing.html http://www.javaworld.com/javaworld/jw-10-2001/jw-1019-jxta.html

73. Library Automation in the Cloud  Almost all library automation vendors offer some form of “cloud-based” services  Server management moves from library to Vendor  Subscription-based business model  Comprehensive annual subscription payment  Offsets local server purchase and maintenance  Offsets some local technology support

74. Software as a Service  Multi Tennant SaaS is the modern approach  One copy of the code base serves multiple sites  Software functionality delivered entirely through Web interfaces  No workstation clients  Upgrades and fixes deployed universally  Usually in small increments

75. Data as a service  SaaS provides opportunity for highly shared data models  WorldCat: one globally shared copy that serves all libraries  Primo Central: central index of articles maintained by Ex Libris shared by all libraries implementing Primo / Primo Central  KnowledgeWorks database of e-journal holdings shared among all customers of Serials Solutions products  General opportunity to move away from library-by-library metadata management to globally shared workflows

76. Leveraging the Cloud  Moving legacy systems to hosted services provides some savings to individual institutions but does not result in dramatic transformation  Globally shared data and metadata models have the potential to achieve new levels of operational efficiencies and more powerful discovery and automation scenarios that improve the position of libraries overall.

77. Is the status quo sustainable?  ILS for management of (mostly) print  Duplicative financial systems between library and campus  Electronic Resource Management (non-integrated with ILS)  OpenURL Link Resolver w/ knowledge base for access to full-text electronic articles  Digital Collections Management platforms (CONTENTdm, DigiTool, etc.)  Institutional Repositories (DSpace, Fedora, etc.)  Discovery-layer services for broader access to library collections  No effective integration services / interoperability among disconnected systems, non-aligned metadata schemes

78. Integrated (for print) Library System Circulation BIB Staff Interfaces: Holding / Items Circ Transact UserVendorPolicies $$$ Funds CatalogingAcquisitionsSerialsOnline Catalog Public Interfaces: Interfaces Business Logic Data Stores

79. LMS / ERM: Fragmented Model Circulation BIB Staff Interfaces: Holding / Items Circ Transact UserVendorPolicies $$$ Funds CatalogingAcquisitionsSerialsOnline Catalog Public Interfaces: Application Programming Interfaces ` License Management License Terms E-resource Procurement Vendors E-Journal Titles Protocols: CORE

80. Common approach for ERM Circulation BIB Staff Interfaces: Holding / Items Circ Transact UserVendorPolicies $$$ Funds CatalogingAcquisitionsSerialsOnline Catalog Public Interfaces: Application Programming Interfaces Budget License Terms Titles / Holdings Vendors Access Details

81. Comprehensive Resource Management  No longer sensible to use different software platforms for managing different types of library materials  ILS + ERM + OpenURL Resolver + Digital Asset management, etc. very inefficient model  Flexible platform capable of managing multiple type of library materials, multiple metadata formats, with appropriate workflows

82. Libraries need a new model of library automation  Not an Integrated Library System or Library Management System  The ILS/LMS was designed to help libraries manage print collections  Generally did not evolve to manage electronic collections  Other library automation products evolved:  Electronic Resource Management Systems – OpenURL Link Resolvers – Digital Library Management Systems -- Institutional Repositories

83. Library Services Platform  Library-specific software. Designed to help libraries automate their internal operations, manage collections, fulfillment requests, and deliver services  Services  Service oriented architecture  Exposes Web services and other API’s  Facilitates the services libraries offer to their users  Platform  General infrastructure for library automation  Consistent with the concept of Platform as a Service  Library programmers address the APIs of the platform to extend functionality, create connections with other systems, dynamically interact with data

84. Library Services Platform Characteristics  Highly Shared data models  Knowledgebase architecture  Some may take hybrid approach to accommodate local data stores  Delivered through software as a service  Multi-tenant  Unified workflows across formats and media  Flexible metadata management  MARC – Dublin Core – VRA – MODS – ONIX  New structures not yet invented  Open APIs for extensibility and interoperability

85. Beyond the legacy Library Management System  Find a new term for the successor to the LMS  Library Management System now viewed as print- centric  Need to designate a name for the new genre of automation products

86. Open Systems  Achieving openness has risen as the key driver behind library technology strategies  Libraries need to do more with their data  Ability to improve customer experience and operational efficiencies  Demand for Interoperability  Open source – full access to internal program of the application  Open API’s – expose programmatic interfaces to data and functionality

87. Consolidated index Unified Presentation Layer Search: Digital Coll ProQuest EBSCO … JSTOR Other Resources New Library Management Model ` API Layer Library Services Platform Learning Management Enterprise Resource Planning Stock Management Self-Check / Automated Return Authentication Service Smart Cad / Payment systems Discovery Service

88. Library Services Platforms Category WorldShare Management Services AlmaIntota Sierra Services Platform Kuali OLE Responsible Organization OCLC.Ex Libris Serials Solutions Innovative Interfaces, Inc Kuali Foundation Key precepts Global network-level approach to management and discovery. Consolidate workflows, unified management: print, electronic, digital; Hybrid data model Knowledgeba se driven. Pure multi- tenant SaaS Service-oriented architecture Technology uplift for Millennium ILS. More open source components, consolidated modules and workflows Manage library resources in a format agnostic approach. Integration into the broader academic enterprise infrastructure Software model Proprietary Open Source

89. Development Schedule WorldShare Management Services AlmaIntota Sierra Services Platform Kuali OLE General Release in July 2011 38 now in production Development partners now in Release 5 General Release expected mid- 2012 Phase I: Late in 2012; Libraries in production by 2014 Phase 1: Mid- 2012 with full Millennium functionality; subsequent phases that expand model Version 1.0 expected Dec 2012 Partners begin migration in 2013

90. Development Resources CompanyDevSupSalesAdminOtherTotal Ex Libris170231544413512 Follett Software Company8714386490365 Innovative Interfaces, Inc.8315843243311 SirsiDynix Corporation84166512356380 Serials Solutions805046457237 Axiell5766343534226 The Library Corporation3991281328199 Polaris Library Systems2742152 86 VTLS Inc.244812818110 Koha ByWater Solutions31233113 Catalyst IT3 BibLibre43 Koha Total (estimated)15 PTFS51688 155 Evergreen Equinox Software6523521

91. Development / Deployment perspective  Beginning of a new cycle of transition  Over the course of the next decade, academic libraries will replace their current legacy products with new platforms  Not just a change of technology but a substantial change in the ways that libraries manage their resources and deliver their services

92. Recent ILS Industry Contracts CompanyProduct200920102011 OCLCWorldShare Management Services184 Innovative InterfacesSierra 206 Ex LibrisAlma824 SirsiDynixSymphony -126122 Innovative Interfaces, Inc.Millennium453932 The Library CorporationLibrary.Solution304348 Ex LibrisAleph473925 VTLS Inc.Virtua182213 Polaris Library SystemsPolaris ILS332353 BiblionixApollo558779 ByWater SolutionsKoha74454 PTFS LibLimeLibLime Academic Koha 7 PTFS LibLimeLibLime Koha 4427 Equinox SoftwareEvergreen181521 Equinox SoftwareKoha 6

93.  Traditional Proprietary Commercial ILS  Aleph, Voyager, Millennium, Symphony, Polaris,  BOOK-IT, DDELibra, Libra.se  LIBERO, Amlib, Spydus, TOTALS II, Talis Alto, OpenGalaxy  Traditional Open Source ILS  Evergreen, Koha  New generation Library Services Platforms  Ex Libris Alma  Kuali OLE (Enterprise, not cloud)  OCLC WorldShare Management Services,  Serials Solutions Intota  Innovative Interfaces Sierra (evolving) Competing Models of Library Automation

94. Convergence  Discovery and Management solutions will increasingly be implemented as matched sets  Ex Libris: Primo / Alma  Serials Solutions: Summon / Intota  OCLC: WorldCat Local / WorldShare Platform  Except: Kuali OLE, EBSCO Discovery Service  Both depend on an ecosystem of interrelated knowledge bases  API’s exposed to mix and match, but efficiencies and synergies are lost

95. Questions and discussion