1. BIG CHANGES AFOOT: A LOOK 5+ YEARS FORWARD Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding Sept 26, 2012 Te Puna Library Managers Workshop

2. Goals  Short Provocative presentation  Insight into where bibliographic utilities and National Union Catalogs will be in five years  Technology trends related to systems supporting cataloguing and interlibrary loan functions  The National Library, in conjunction with the Te Puna Strategic Advisory Committee (Chaired by Janet Copsey) is preparing to review how the Te Puna services are delivered  The timing of the review coincides with the time frame when we need to go to tender and renegotiate the national license to OCLC bibliographic and FirstSearch Services

3. Current Environment  The Te Puna services are underpinned by Ex Libris Voyager for the National Union Catalog and bibliographic Utility  OCLC VDX system for Interlibrary Loan  Both are “mature” systems that we anticipate replacing in the next few years

4. Te Puna Service Components – Directory of NZ Libraries OCLC cataloguing tools Te Puna Interloan and IBS OCLC Registry Te Puna cataloguing tools Te Puna support & training Te Puna SchoolsCat OCLC WorldCat NZ Libraries Catalogue National Union Catalogue OCLC FirstSearch base package TMQ Osmosis and other batchloading

5. How local catalogues and the NUC/WorldCat are built

6. ILS implementations in NZ - Libraries http://www.librarytechnology.org/lwc-ils-marketshare.pl?Country=New+Zealand&Type=Public

7. ILS implementations in NZ - facilities

8. Automation in NZ Academic Libraries

9. Projections for National Utilities & Infrastructure  Many countries working toward national infrastructure  Denmark, Chile, Iceland  Technology platforms will scale to the national level for most countries  OCLC will develop attractive offerings in support of national infrastructure

10. Changes afoot at OCLC

11. WorldShare Platform  WorldShare Management Services  Originally “Web-scale Management Services”  First public conversations in 2009  Production service July 1, 2010  WorldShare brand launched in Dec 2012  WorldShare License Manager  Supports electronic resource management  January 2012  WorldShare Metadata Management  Sept 2013: metadata for e-content packages  WorldShare Interlibrary Loan  Transition completed by year-end 2013

12. WorldShare Interlibrary Loan  New platform for WorldCat Resource Sharing  Initially delivered with similar functionality  No data migration: uses same transactional database as WCRS  Patron interface transitions from FirstSearch to WorldCat Local  Beta testing in 2012 > phased production by end of 2013

13. WorldShare Interlibrary Loan  Functionality will evolve over time relative to other product spaces  Assume that WorldShare Resource Sharing will encroach on:  VDX: WorldCat Local enabled with connectors to local ILS implementations or WMS  ILLIad: Increasing incorporation of workflow tools for resource sharing through WorldShare Platform  Odyssey / Ariel: Cloud based posting of documents

14. VDX > WorldCat Navigator  VDX originally developed by Fretwell-Downing in 1990’s  Initial functionality of WorldShare ILL will preserve need for VDX  Unique functionality might diminish as WorldShare and WorldCat platforms mature

15. WorldShare Management Services  Significant proportion of market share by 2017  Gaps in functionality and scale will narrow relative to legacy systems  OCLC-owned legacy systems will decline  ProductAcquiredDeveloped  Amlib:20081993  Sisis 20051997  OLIB 20051989  LBS 2002?  CBS 2002?  Bibliotheca 20111996 (roots in 1980’s)

16. OCLC will eventually consolidate products to platforms  CBS (PICA)  TouchPoint (Sisis)  Zportal / Xportal (FDI)  WorldCat Link Resolver  All Legacy ILS  VDX WorldCatWorldShare Speculative

17. Changes afoot at Ex Libris

18. 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?

19. Reconceptualization of Automation  Current organization of functionality based on past assumptions  Possible new organizing principles  Fulfillment = Circulation + ILL + DCB + e-commerce  Resource management = Cataloging + Acquisitions + Serials + ERM  Customer Relationship Management = Reference + Circulation + ILL (public services)  Enterprise Resource Planning = Acquisitions + Collection Development

20. Library Management Systems  Introduction of new Library Services Platforms  Compressive resource management: print, electronic, digital  New technology platforms: SOA / Web-based interfaces  Designed for deployment through software as a service (multi-tenant)  Examples: Ex Libris Alma, Serials Solutions Intota, OCLC WorldShare Platform, Innovative Interfaces Sierra, Kuali OLE

21. Changes afoot in Standards

22. OSI ILL (ISO 10160 / 10161)  Based on pre-internet protocols  BER (Basic Encoding Rules)  ASN.1 (Abstract Syntax Notation One)  TCP/IP sockets  Not:  http / https  XML  Web Services  Testing and implementation process arduous at best

23. ISO ILL (ISO 10160 / 10161)  Used extensively in New Zealand, Australia, & Canada  Less traction everywhere else  Most systems provide some level of support:  OCLC WorldCat Resource Sharing  ILLiad  Relais ILL  VDX / WorldCat Navigator

24. ISO ILL Status  All systems will maintain support  Additional (preferred?) support for Web services  OCLC WorldCat Resource Sharing API  Example: Relais will shift to using API instead of ISO ILL to move transactions into WorldCat Resource Sharing  Request Transfer Message: a community profile for OpenURL  GSM: Generic Script Messaging – Older messaging system from CISTI

25. ILS Interoperability standards and protocols  Expect consolidation and modernization:  NCIP: broad scope, but used only within resource sharing environments  SIP2: used for patron and item transactions  SIP3: Proposed by 3M and donated to NISO  DLF ILS-DI protocol (Integrated Library System - Discovery Interface) Used to updated discovery indexes and poll availability status

26. Changes in Bibliographic Services  OCLC will maintain and increase dominant position  But:  Other platform providers will build competing services  Ex Libris Community Zone  Serials Solutions expanded KnowledgeWorks  Innovative Interfaces / SkyRiver  Linked data may change everything

27. Discovery / Union Catalogs  Te Puna: currently resides in Voyager implementation  Voyager product aging  Current Ex Libris development focused on Alma

28. Many competitors for Web-scale discovery  OCLC will grow in its dominant position,  But:  Metadata will become an increasing commodity  Broad releases of MARC records through Creative Commons Public Domain license  Data will become a commodity  Services will be strategic and differentiating

29. Discovery Options  WorldCat Local  Current / Replacement ILS  Other Discovery Services  Primo / Primo Central  Summon (more article oriented)  EBSCO Discovery Services (articles)  SOLR (Blacklight / VuFind)

30. General trend toward Cloud Computing  Transition from locally managed systems to hosted  Major implications on resource allocation, including personnel, equipment and facilities  Systems with substantially different architectures and functional organization  Data storage implications  Options for in-country hosting facilities?  Increased opportunity for replication  Increased opportunities for collaborative management and access