Workshop on Library Resource Management and Discovery

1. Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides http://librarytechnology.org/ http://twitter.com/mbreeding Workshop on Library Resource Management and Discovery Course for Librarians in Andalusia 25 September 2015

2. Description • Conclusions of your annual report on the ILS • An analysis of the position of Sierra, Encore and Innovative in that report • Difference between the ILS concept and library services platform • An analysis of trends in the field of information technology ,with special emphasis on the future of Library Services Platforms and Discovery Services • An analysis of the future of the companies which offer ILS, what are the trends.

3. Library Technology Guides www.librarytechnology.org

4. Perceptions 2014 • http://librarytechnology.org/perceptions/2014/ • Annual survey for Libraries • Satisfaction levels for • Company • Current ILS • Service • Loyalty • Migration Plans • 3,141 Responses • 80 Countries

5. Sample: Large Academic Libraries Perceptions Survey 2014

6. Libraries Considering Switching Systems

7. Satisfaction levels: Large Academic

8. Library Technology Industry Reports American Libraries Library Journal • 2014: Strategic Competition and Cooperation • 2015: Operationalizing Innovation • 2013: Rush to Innovate • 2012: Agents of Change • 2011: New Frontier • 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

9. Library Systems Report 2015 “Operationalizing innovation” http://americanlibrariesmagazine.org/2015/05/01/library-systems-report/

10. Informesobresistemasbibliotecarios:Haceroperativala innovaciónEl profesional de la información, v. 24, n. 4, pp. 485-496.Translatedby Tomàs Baiget

12. Industry Revenues • $1.8 billion global industry • $805 million from companies involved in the US • $495 million from US Libraries

13. Personnel Resources 2014

14. Personnel Growth / Loss

15. Industry and Business Trends

16. Mergers and Acquisitions http://librarytechnology.org/mergers

17. Consolidation • Industry dominated by a small number of large organizations • EBSCO Information Services • ProQuest • OCLC • Ex Libris • Innovative Interfaces • SirsiDynix • Axiell

18. Mid-sized and Small Companies • Limited geographic scope • Sector-specific products • Maintain profitable niche • Acquisition targets

19. Overlap between Content and Technology • Content companies ever more deeply extended into resource management and discovery technologies • Technology companies involved in content creation and integration • E-resource Knowledgebases (Journal level) • Discovery indexes (Article level)

20. EBSCO Information Services • Subject Indexing: EBSCO databases • Content aggregation: EBSCOhost platform • Discovery Technology: EBSCO Discovery Service • Print acquisition pipeline: YBP, GOBI3 • Serials Acquisition pipeline • EBSCO Subscription Services • E-books (academic)

21. ProQuest • Database creation and aggregation • ProQuest Platform • Print acquisition pipeline:Couts, MyiLibrary • Discovery Technology: Summon • Resource management • 360 Resource Manager • 360 Link • Intota (Print + electronic)

22. Library sector involvement • Ex Libris: Higher Education • oMbielcampusMplatform • ProQuest: Colleges and University • Follett: PreK-12 schools and districts • SirsiDynix: Public, academic, special • Innovative: Public, Academic, special • OCLC: current emphasis on academic • Axiell: Public Libraries, archives, and museums

23. Industry Growth • Organic: capture new accounts • Technology: Shift to hosted services • Geographic: expand into new international regions

24. Ownership models • Private Equity • Ex Libris (Golden Gate) • Innovative (HCCG, JMI) • SirsiDynix (ICV) • Family owned • Follett • EBSCO • ProQuest (Snyder / Goldman Sachs) • Membership owned • OCLC

25. Innovative Interfaces • Continuity of history and product development • Sierra: New Library Services Platform + mature functionality • Encore: Discovery interface • Synergy: Federated search approach to article content • EDS Integration: upcoming index-based discovery

26. Sierra implementations by Type

27. Sierra implementations by Size

28. Sierra selections by Year

29. Sierra migration Patterns

30. OCLC • Non-profit corporation based in Dublin Ohio • $203.5 million revenue 2011/12 fiscal year • Owned and Governed by membership: Board of Trustees, Global and Regional Councils • Pending lawsuit between SkyRiver / Innovative vs OCLC (in limbo since April 2011) • Annual Reports available: • http://www.oclc.org/news/publications/annualreports/2012/2012.pdf

31. OCLC Product Strategy • Leverage WorldCat to power both discovery and management • Leverage values of broad-based resource sharing • Leverage concept of global library community

32. WorldShare Platform • Basis of new suite of management tools for libraries • WorldShare Management Services: displaces basic ILS • WorldShare License Manager: Displaces ERM • WorldShare Metadata Management: • Initial offering involves e-book sets • WorldShare Interlibrary Loan

33. WorldShare implementations by Size

34. WorldShare Management Services by Type

35. WorldShare development chronology

36. Ex Libris • Positioned to be the largest company in the industry • Formidable competition for Academic Libraries • Global marketing strength • Europe, Asia, North America • Latin American distributor • Longstanding business strategy based on research and development • 170 personnel in development out of 512

37. Ex Libris Product Strategy • Legacy ILS remain viable and profitable • Aleph – Many national and large research library installations • Voyager – Many national and academic research • Customer base seeing some erosion to competing systems • Alma developed as replacement for Aleph, Voyager and to attract new academic clients • Academic libraries running non-specialized ILS targets for Alma

38. Alma • Developed specifically for Academic Libraries • Replaces all other strategic infrastructure systems • ILS + Link Resolver + Digital Asset Management + ERM • Paired with Primo and Primo Central • Over 120 institutions signed so far

39. Community Catalog / knowledgebases • Ex Libris has invested in the content resources needed to drive technology products • SFX Global Knowledgebase: Developed and maintained by Ex Libris • See: Knowledge Base and Link Resolver Study http://www.kb.se/dokument/Knowledgebase_linkresolver_study.pdf • A core component of Alma • Bibliographic database component: MARC records available from LC, Harvard, national libraries, Alma implementers.

40. 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?

41. Alma – Implementations by Type

42. Alma – Implementations by Size

43. Alma Development Chronology

44. Primo / Primo Central • Very specialized discovery tool for academic libraries • Local installation or hosted • Libraries load and index local content through customizable pipes • Customized display and indexing policies

45. Primo Central Index • Hosted index of library content resources • Articles, book chapters, e-book collections, specialized research products • Ex Libris established strong publisher relations going back to OpenURL

46. Koha

47. Koha • Traditional ILS developed in Open Source model • Perl / MySQL / Linux • Problems with scaleability • Apache SOLR, Plack added recently • New US contracts going mostly to small to mid-sized public and academics

48. Koha • Traditional ILS developed in Open Source model • Perl / MySQL / Linux • Problems with scaleability • Apache SOLR, Plack added recently • New US contracts going mostly to small to mid-sized public and academics

49. Koha Libraries Worldwide

50. Kuali OLE • Enterprise level library services platform • Financial and in-kind contributions from investing institutions • Matched by the Andrew W. Mellon Foundation • Major academic libraries in the US involved as original investing partners • UK: Senate House Library + Bloomsbury Colleges now committed in principal