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Advances in Automation: Business and Technology Trends

Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding. Advances in Automation: Business and Technology Trends. Computers in Libraries 2013. April 9, 2013.

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Advances in Automation: Business and Technology Trends

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  1. Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding Advances in Automation: Business and Technology Trends Computers in Libraries 2013 April 9, 2013

  2. Library Technology Guides www.librarytechnology.org

  3. 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

  4. Sources • Library Journal Automation Marketplace Feature • 2013 editionpublished April 2 • Perceptions Surveys • 2012 edition just published • http://www.librarytechnology.org/perceptions2012.pl • Turnover Reports: • http://www.librarytechnology.org/ils-turnover.pl?Year=2012 • http://www.librarytechnology.org/ils-turnover-reverse.pl?Year=2012

  5. Perceptions 2012 • http://www.librarytechnology.org/perceptions2012.pl • Annual survey for Libraries • Satisfaction levels for • Company • Current ILS • Service • Loyalty • Migration Plans • 3030 Responses • 67 Countries

  6. Perceptions Survey 2012 • Product Satisfaction for Medium to Large Public Libraries

  7. LJ Automation Marketplace Annual Industry report published in Library Journal: • 2013: Rush to Innovate • 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

  8. Industry Revenues • $1.8 billion global industry • $770 million from companies involved in the US • $475 million from US Libraries

  9. Industry Giants • Ex Libris: • 3,729 customer libraries • 522 FTE Employed • SirsiDynix: • 3,616 libraries • 369 FTE Employed • Innovative • 341 FTE employed • 1436 libraries

  10. Personnel Resources

  11. Personnel Resources: Open Source

  12. Mergers and Acquisitions Activity

  13. Mergers and Acquisitions

  14. Innovative Interfaces • Majority acquisition by 2 private Equity Firms: • Huntsman Gay Global Capital + JMI Equity • New C-level management • Kim Massana, CEO • Subsequent Transaction: Kline sells remaining shares and exits

  15. III calls ceasefire with OCLC • Drops pending anti-trust lawsuit • Library Technology Guides resource on lawsuit: http://www.librarytechnology.org/web/breeding/skyriver-vs-oclc/ • Folds SkyRiver Technologies into III • Same ownership structure as Innovative • Will continue to offer competitive bibliographic services • Knowledge bases an important asset

  16. Ex Libris Group • 2012 - Golden Gate Capital • 2008 – 2012 Leeds Equity Partners • 2006 – 2008 Francisco Partners • Golden Gate Capital acquired Geac in Nov 2005 • Now Infor Library and Information Systems

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

  18. Discovery Service Statistics

  19. Recent ILS Industry Contracts

  20. Transition to Library Services Platforms • New platforms take the stage • Ex Libris Alma, OCLC WorldShare Management Services, Serials Solutions Intota, Kuali OLE, Innovative Interfaces Sierra(others?) • Basic design to manage resources of all formats and media • Reliance on collaboratively built and shared data models • Deployed through cloud technologies

  21. Policies $$$ Funds BIB Vendor Holding / Items CircTransact User Integrated (for print) Library System Public Interfaces: Staff Interfaces: Interfaces Circulation Cataloging Acquisitions Serials OnlineCatalog BusinessLogic DataStores

  22. Policies LicenseTerms BIB Vendors Holding / Items CircTransact User Vendor E-JournalTitles $$$ Funds 2005 – Present ILS / ERM Fragmentation Public Interfaces: Staff Interfaces: ` Application Programming Interfaces Circulation Cataloging Acquisitions Serials OnlineCatalog E-resourceProcurement LicenseManagement Protocols: CORE

  23. New Library Management Model Unified Presentation Layer Search: Self-Check /Automated Return Library Services Platform ` Digital Coll Consolidated index Discovery Service ProQuest API Layer StockManagement EBSCO … Enterprise ResourcePlanning Smart Cad / Payment systems JSTOR LearningManagement AuthenticationService Other Resources

  24. Library Services Platforms

  25. 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

  26. 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 • Bibframe • New structures not yet invented • Open APIs for extensibility and interoperability

  27. Development Schedule

  28. ILS products continue to evolve Continue to be appropriate for libraries with active physical collections Public Libraries Development trajectory must include Integration of e-book lending Service-oriented architecture Improved support for non-print materials Evolved ILS will eventually resemble library services platforms Integrated Library Systems?

  29. Basic structure of an ILS APIs available for extensibility Full integration of e-book discovery and lending Partnership with 3M Cloud Library Continues to see strong sales Evolved ILS example: Polaris

  30. Notable Companies

  31. OCLC • Non-profit corporation based in Dublin Ohio • $203.5 million revenue 2011/12 fiscal year • $57 million in scope of automation industry • Owned and Governed by membership: Board of Trustees, Global and Regional Councils • Lawsuit between SkyRiver / Innovative vs OCLC withdrawn • Annual Reports available: • http://www.oclc.org/news/publications/annualreports/2012/2012.pdf

  32. Ex Libris • 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 • 189 personnel in development out of 522

  33. 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

  34. Serials Solutions • Focus on Academic Libraries • Summon: first Web-scale DiscoveryService • Summon 2.0 announced for summer 2013 • Intota: Planned Library Services Platform

  35. Polaris • Major competitor for public libraries • Mid-sized company (86 employees) • Focus: • Market: US Public Libraries • Technology: MS Windows platform • Strong customer service performance

  36. Polaris user interface strategy • Positions PowerPAC as discovery service • Relevancy, facets, book jackets, etc. • Almost all implementations use PowerPAC except when already in place: • Phoenix: Endeca • Boston Public: BiblioCommons • E-book integration with 3M Library Systems • Example of aggressive integration strategy

  37. SirsiDynix • Continues to see new sales, especially internationally • Two flagship ILS products: Horizon and Symphony • Symphonywinning new sites, mostly outside the US • Revival of development and support for Horizon

  38. SirsiDynix Product Strategy • Layer new technologies on the old • Web Services layer for Horizon and Symphony • New “BLUE Cloud” suite • Enterprise • Portfolio • BookMyne • Social Library (Facebook app) • eResource Central • e-resource management and discovery (mostly e-books) • 1-click check-out and download of e-books

  39. Major thread in library systems development Koha Evergreen Kuali OLE Open Source Integrated Library Systems

  40. Open Source Automation Systems • Koha • Small to mid-sized public and academic libraries • Used by several consortia(SKLS) • Evergreen • Designed for Library Consortia • Kuali OLE • Designed for large research libraries

  41. Koha Libraries Worldwide

  42. Evergreen • Popular system for state funded initiatives • Georgia Pines • Virginia Evergreen • Indiana Evergreen • Pennsylvania Integrated Library System: SPARKS • Massachusetts: CW/MARS, Bibliomation, Merimack • British Columbia SITKA • North Carolina Cardinal • Vermont: new Catamount project

  43. Evergreen Libraries Worldwide

  44. 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

  45. Kuali OLE Timetable • In development since 2009 • Some libraries may go live in 2013 • Additional grant from Mellon Foundation in 2012 to extend development • Version 1.0 scheduled for Dec 2013 • GOKb project started in 2012 for e-resource management

  46. Time to Invest in Technology • Libraries in general lack the proper tools to manage and deliver access to their reshaped collections • Library and campus tools may seem stilted and primitive relative to what students experience outside the campus domain • Tradition of under-investment and deferred maintenance or replacements of technology infrastructure in the library • Dearth of transformative technology options?

  47. Transition to new technology models just underway More transformative development than in previous phases of library automation Opportunities to partner and collaborate Vendors want to create systems with long-term value Question previously held assumptions regarding the shape of technology infrastructure and services Provide leadership in defining expectations Time to engage

  48. Questions and discussion

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