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Descubrimiento, entrega de información y gestión:

Marshall Breeding Independent Consultant, Author, Founder and Publisher, Library Technology Guides http://librarytechnology.org/ http://twitter.com/mbreeding. Descubrimiento, entrega de información y gestión:. Tendencias Actuales de las Nuevas Tecnologías de las Bibliotecas.

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Descubrimiento, entrega de información y gestión:

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  1. Marshall Breeding Independent Consultant, Author, Founder and Publisher, Library Technology Guides http://librarytechnology.org/ http://twitter.com/mbreeding Descubrimiento, entrega de información y gestión: Tendencias Actuales de las Nuevas Tecnologías de las Bibliotecas 27 August 2014 InnovaTics

  2. Abstract • Explore the realm of index-based discovery services oriented more to academic libraries, including Ex Libris Primo, ProQuest Summon, EBSCO Discovery Service, and OCLC WorldCat Discovery Service. • An update on the Open Discovery Initiative and the recent movement toward more participation by content providers. • Discuss technologies better suited for public libraries that have more concerns for customer engagement, access to print and electronic books, with less stringent requirements for article-level discovery of scholarly resources. • The role of open source discovery interfaces such as VuFind and Blacklight. • The status of the new generation of library services platforms. • The presentation will provide highlights of global library automation industry, with a focus on the players and trends in Latin America • Based on “Library Systems Report 2014”

  3. Una perspectiva internacional • La forma en la que las bibliotecas desarrollan e implementan sus estrategias tecnológicas dependerá de su situación económica y del acceso a los recursos relacionados, incluyendo la red y la infraestructura informática, Internet de banda ancha, y el nivel de interés y la capacidad de sus usuarios para aprovechar los servicios informáticos y basadas en Web, así como otros factores. (InnovaTICs 2011) • How libraries develop and implement their technology strategies must be informed by their economic situation and their access to related resources, including network and computing infrastructure, Internet bandwidth, and the level of interest and ability for their users to take advantage of computer and Web-based services and many other factors.

  4. Global perspective • Libraries all over the world share much in common in the services they provide to their communities • Values to provide high-quality content resources • Each global region has its own unique character • Available resources vary • Technology must be sensitive to those differences

  5. Library Technology Guides librarytechnology.org

  6. Recursosen “Library Technology Guides” • Noticias de actualidad sobre la biblioteca orientada a tecnologías, productos, y las organizaciones • “GuidePosts” Blog de ​​Marshall • “libraries.org”: directorio internacional de bibliotecas y de las tecnologías que utilizan • El texto completo de muchos artículos relacionados con la tecnología de la biblioteca • Incluyendo artículos de Marshall, informes y presentaciones • Directorio de organizaciones que ofrecen productos para la automatización de la biblioteca • Servicios de notificación: Web, e-mail, RSS, Twitter

  7. Chile

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

  9. Library Technology Industry Reports American Libraries Library Journal • 2014: Strategic Competition and Cooperation • 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

  10. Library Systems Report 2014

  11. Library Systems Report 2014 Spanish http://www.thinkepi.net

  12. Library Systems Report 2014 Arabic

  13. Library Systems Report Tables http://www.americanlibrariesmagazine.org

  14. Broad Industry Trends • Continued Consolidation • International companies increasingly dominate in a growing set of international regions • Discovery services now routine infrastructure in academic libraries • New Generation systems becoming better established • New and existing systems shifting to hosted or SaaS deployment • Subscription-based technology infrastructure

  15. Latin American Industry Trends • International companies target well-funded libraries • As libraries develop, many move to systems from international providers • Many operate through regional distributors • Local systems and open source dominate smaller and less well funded libraries • Cloud technologies often less well suited • Bandwidth, annual subscription costs

  16. The Evolution of Library Resource Discovery

  17. Challenge: More integrated approach to information and service delivery • Library Web sites offer a menu of unconnected silos: • Books: Library OPAC (ILS online catalog module) • Search the Web site • Articles: Aggregated content products, e-journal collections • OpenURL linking services • E-journal finding aids (Often managed by link resolver) • Subject guides (e.g. SpringshareLibGuides) • Local digital collections • ETDs, photos, rich media collections • Metasearch engines • Discovery Services – often just another choice among many • All searched separately

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

  19. Discovery from Local to Web-scale • Initial products focused on technology • Mostly locally-installed software • Current phase is focused on pre-populated indexes that aim to deliver Web-scale discovery

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

  21. Open source in Discovery Flexible and powerful open source interfaces: VuFind (php-based) Blacklight (Ruby on Rails) No open access discovery index Hybrid model: Open source interface + Commercial Index

  22. Bento Box Discovery Model Aggregated Content packages Search: Open Access ILS Data VuFind / Blacklight E-Journals Consolidated Index Search Results Web Site Content Digital Collections Institutional Repositories Pre-built harvesting and indexing

  23. Biblioteca Nacional de Universidad de Chile

  24. 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

  25. Socially-powered discovery • Leverage use data to increase effectiveness of discovery • Usage data can identify important or popular materials to inform relevancy engines • Identify related materials that may not otherwise be uncovered through keyword matching • Be careful to avoid introducing bias loops

  26. Evaluating 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

  27. Library Perspective • Strategic investments in collection materials: print, digital, and electronic • Strategic investments in Discovery Solutions to provide access to their collections • Expect comprehensive representation of resources in discovery indexes • Need to be able to evaluate the coverage and performance of competing discovery models

  28. Update on the NISOOpen Discovery Initiative

  29. ODI context Facilitate a healthy ecosystem among discovery service providers, libraries and content providers

  30. Balance of Constituents Marshall Breeding, Vanderbilt UniversityJamene Brooks-Kieffer, Kansas State University Laura Morse, Harvard University Ken Varnum, University of Michigan Sara Brownmiller, University of Oregon Lucy Harrison, College Center for Library Automation (D2D liaison/observer) Michele Newberry Lettie Conrad, SAGE PublicationsRoger Schonfeld, ITHAKA/JSTOR/PorticoJeff Lang, Thomson Reuters Linda Beebe, American Psychological AssocAaron Wood, Alexander Street Press Jenny Walker, Ex Libris GroupJohn Law, Serials SolutionsMichael Gorrell, EBSCO Information Services David Lindahl, University of Rochester (XC) Jeff Penka, OCLC (D2D liaison/observer)

  31. ODI deliverables • Standard vocabulary • NISO Recommended Practice: • Data format & transfer • Communicating content rights • Levels of indexing, content availability • Linking to content • Usage statistics • Evaluate compliance • Inform and Promote Adoption

  32. ODI Timeline

  33. E-Books in Libraries Academic Libraries focus on chapter-level access for reference and research Public Libraries aim to provide full lending and reading experience Critical for libraries to master e-books as they gain more prominent place in general society

  34. Challenges for library automation • Provide the same types of management control for e-books as other collection component • Acquisitions: select and acquire materials from multiple providers • Cataloging: High-quality descriptive metadata • Electronic copies appropriately aligned with those in print or other media • Circulation: Integrated with other media. • Option to lend e-reader devices • Discovery • Integrated with all other formats • Unified environment for content delivery

  35. E-Book Integration Model Aggregated Content packages Search: ILS Data Library Catalog Index Search Results Web Site Content Digital Collections Authentication Checkout - Download External E-Book Lending Service Local E-book Repository Discovery

  36. Trends in Management of Library Resources

  37. Dynamic Library Environment • Requires technologies responsive to the changes in play • Adapt to publishing models and new formats that reshape library collections • Generational Change in Technology • Changes in metadata practices and standards

  38. Bibliotecas en la Transición • Cambio de lo impreso > electrónico • Transición casi completa de revistas electrónicas • Transición de libros impresos a libros electrónicos (e-Books) • Las bibliotecas académicas están viendo la disminución de la circulación impresa • Las bibliotecas públicas están viendo un aumento en la circulación impresa • Necesitan mejores herramientas para que sus usuarios puedan acceder a colecciones complejas de materiales  en diferentes formatos: impresos, electrónicos y digitales

  39. Usuarios de la biblioteca en la Transición • La nueva generación de usuarios de la biblioteca • Autosuficiente - reacios a pedir ayuda • Estilos de trabajo colaborativos • Digital nativos – “digital natives” • Se perciben a sí mismos como competentes para utilizar las herramientas de información sin la ayuda de los bibliotecarios o maestros • Pero no son necesariamente competentes en la búsqueda de información.

  40. Los Cambios en la gestión de los metadatos • De priorizar la creación del registro, se pasa a la gestión a nivel de colección • Metadatos muy compartidos: enfoque de base de conocimientos (broadlysharedmetadata, knowledge bases) • Gran interés en el avance hacia la web semántica y abrir los datos vinculados (open linked data) • AACR2 > RDA; MARC > RDF > BIBFRAME

  41. Resource Description and Access http://www.loc.gov/aba/rda/ Major change relative to resources devoted to transition Minor impact relative to operational and strategic use of metadata RDA

  42. Emerged from the Initiative for Bibliographic Transformation of the Library of Congress http://www.loc.gov/bibframe/ bibframe.org Replacement for MARC (Machine Readable Cataloging), but broader in scope Encoded using RDF (Resource Description Framework) Major departure from MARC Today more conceptual than operational BIBFRAME

  43. Transformación de las tecnologías • Arquitectura orientada a servicios • Énfasis en las Interfaces de programación de aplicaciones • Integración de las aplicaciones sociales en infraestructura básica • Computación local a cambio de plataformas en la nube • Nuevas expectativas para múltiples usuarios de software-as-a-service • Soporte para todos los tipos de dispositivos • de tamaño completo computadoras / tablet / móvil

  44. Las principales tendencias en Tecnología de la Información Esencialmente la externalización del alojamiento y gestión del servidor Productos de automatización de la mayoría de las nuevas versiones con un cierto sabor de computación en la nube Depende del ancho de banda de Internet, que sea rápida y fiable (fast and reliable) Tecnologías de la Computación en Nube (Cloud Computing)

  45. Casi todos los proveedores de automatización de bibliotecas ofrecen algún tipo de servicios basados ​​en la nube La responsabilidad de la administración de servidores se mueve de la biblioteca a los Proveedores Basado en suscripción el nuevo modelo de negocio: El pago integral de suscripción anual Reduce la necesidad de apoyar la tecnología local Biblioteca de automatización en la nube

  46. Cambios en el escenario de automatización de bibliotecas • SIGB (Sistema Integrado de Gestión de Biblioteca) sigue siendo el corazón de la infraestructura • Interés estratégico en tecnologías de descubrimiento • fuerte necesidad de herramientas para gestionar los recursos electrónicos • Tendencia hacia la gestión de recursos unificado

  47. Las tendencias en modelos de implementación de automatización • Mayor interés en proyectos de cooperación para reducir los costos de automatización y para aumentar el impacto de las colecciones • Iniciativas regionales, estatales, nacionales y de infraestructura de automatización • Ejemplos reciente incluyen Dinamarca, Irlanda, Orbis-Cascade Alliance • Los SIGB independientes siguen donde la cooperación a gran escala no es posible

  48. SIGB de código abierto: Escenario Internacional • Fuerte interés en EE.UU., Canadá • Principalmente a través de servicios de soporte comercial pagados • Muy poco o ningún interés en Asia • El interés sigue creciendo lentamente en Europa • Cada vez mayor interés en el software de código abierto en América Latina

  49. Originally developed in 1999 for small group of libraries in New Zealand, Horowhenua Library Trust by Katipo Communications, production use by January 2000 Gained widespread use in the United States around 2004-05 and has seen steady growth in use Wide international adoption Used in many thousands of libraries. 2,682 represented in libraries.org, with many large groups not yet registered. Dominant open source SIGB in Latin America Koha

  50. Koha Worldwide

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