The impact of RFID on library management systems’ design

1. The impact of RFID on library management systems’ design Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding CILIP RFID for Libraries Conference 2010 09 Nov, 2010

2. Summary • Marshall will provide an challenging personal perspective on how system providers will respond to the challenges posed by RFID as it delivers many of the function previous managed by librarians. He will draw on his unique experience, and also engage with delegates in an Open Forum discussion session.

3. More •  examining the current state of play and giving us his vision of the future for library management.

4. Library Technology Guides www.librarytechnology.org

5. UK LMS Deployments (libraries)

6. UK LMS Deployments (facilities)

7. UK Academic LMS Deployments

8. Lib-web-cats Technology Profile

9. Lib-web-cats extended for RFID Products

10. Lib-web-cats tech profile

11. 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

12. LJ Automation Marketplace Annual Industry report published in Library Journal: • 2010: ??? • 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

13. New Models…  …no longer an industry where companies compete on the basis of the best or the most features in similar products but one where companies distinguish themselves through products and services that define different futures for their library customers.

14. Core Systems… Although ILS sales no longer completely define the library automation market, new sales and ongoing support of these flagship products continue as the largest and most reliable revenue stream.

15. General Findings • Moderately slow year for Core ILS products • Strong sales in Discovery Products • Strategy to move forward with new user interfaces and defer investments in ILS replacement • Current products deliver modern interfaces, while mainly addressing local content (ILS / local digital) • Emerging products bring vast collections of articles into the primary discovery layer: Web-scale discovery

16. Key Context: Libraries in Transition • Academic • Shift from Print > Electronic • Increasing emphasis on subscribed content, especially articles and databases • Public • Increased emphasis on patron engagement – on premises and via the Web • Strong emphasis on digitizing local collections • Demands for enterprise integration and interoperability • Period of crisis for many libraries through reduced funding

17. Key Context: Library Users in Transition • New generations of library users: • Millennial generation • Self sufficient – reluctant to seek assistance • Receptive to self-service • Perceive themselves as competent to use information tools without help • Web savvy / Digital natives • PervasiveWeb 2.0 concepts • Inherently collaborative work styles

18. Key Context: Technologies in transition • XML / Web services / Service-oriented Architecture • Beyond Web 2.0 • Integration of social computing into core infrastructure • Local computing shifting to cloud platforms • SaaS / private cloud / public cloud • Full spectrum of devices • full-scale / net book / tablet / mobile • Mobile the current focus, but is only one example of device and interface cycles

19. LMS: a legacy concept? • LMS = Integrated Library System (Cataloging + Circulation + OPAC + Serials + Acquisitions) • Focused on print and physical inventory • Electronic content at the Journal Title or collection level • Emerged in the 1960’s – 1970’s • Functionality has evolved and expanded, but basic concepts and modules remain intact • Note: Some companies work toward evolving the LMS to competently handle both print and digital content (e.g. Innovative Interfaces)

20. Rethinking library automation • Fundamental assumption: Print + Digital = Hybrid libraries • Traditional ILS model not adequate for hybrid libraries • Libraries currently moving toward surrounding core ILS with additional modules to handle electronic content • New discovery layer interfaces replacing or supplementing ILS OPACS • Working toward a new model of library automation • Monolithic legacy architectures replaced by fabric of SOA applications • Comprehensive Resource Management “It's Time to Break the Mold of the Original ILS” Computers in Libraries Nov/Dec 2007

21. Competing Models of Library Automation • Traditional Proprietary Commercial ILS • Millennium, Symphony, Polaris • Traditional Open Source ILS • Evergreen, Koha • Clean slate automation framework (SOA, enterprise-ready) • Ex Libris URM, OLE Project • Cloud-based automation system • WorldCat Local (+circ, acq, license management)

22. OCLC Web-scaleManagement Service • "the first Web-scale, cooperative library management service” • New highly scaleable platform for WorldCat • Cataloging • Interlibrary loan • Discovery (WorldCat Local) • Circulation • Acquisitions • License Management • Early deployments underway now – UTC, Pepperdine, etc In Challenge to ILS Industry, OCLC Extends WorldCat Local To Launch New Library System Marshall Breeding, Library Journal 4/23/2009http://www.libraryjournal.com/article/CA6653619.html

23. Open Source Library Automation • Koha • Evergreen • Kuali OLE

24. Koha Worldwide

25. The Shrinking LMS • The Library Management System no longer stands as the single library automation product that provides comprehensive support for all aspects of library operations. • Many libraries putting much less emphasis on LMS • Manages workflows related to physical materials • Investments in electronic content increasing • Management of e-content handled outside of the ILS

26. …shrinking LMS • Yet: libraries need comprehensive business automation more than ever. Mandate for more efficient operations. Do more with less. • Proliferation of automation products needed to handle all aspects of libraries can overwhelm many libraries • Libraries lack technical personnel and needed capital to purchase and manage multiple systems

27. Policies $$$ Funds BIB Vendor Holding / Items CircTransact User Legacy LMS Model Public Interfaces: Staff Interfaces: Interfaces Circulation Cataloging Acquisitions Serials OnlineCatalog BusinessLogic DataStores

28. Academic and Research libraries especially struggle with how to deal with managing increasing proportions of licensed electronic content LMS geared toward print materials New products aim to manage library resources spanning print and electronic; owned or licensed Examples: Ex Libris URM, Kuali OLE Breaking out of the mold

29. Legacy ILS + e-content modules End User Interfaces: Federated Search OpenURL Linking Electronic Resource Mgmt System Circulation Acquisitions Functional modules: Cataloging Serials Data Stores: Staff Interfaces:

30. Policies LicenseTerms BIB Vendors Holding / Items CircTransact User Vendor E-JournalTitles $$$ Funds LMS / Electronic Resource Management Public Interfaces: Staff Interfaces: ` Application Programming Interfaces Circulation Cataloging Acquisitions Serials OnlineCatalog E-resourceProcurement LicenseManagement Protocols: CORE

31. $$$ Funds LicenseTerms BIB Policies Holding / Items CircTransact User Vendor LMS / Electronic Resource Management Staff Interfaces: Public Interfaces: Application Programming Interfaces Circulation Cataloging Acquisitions Licensemanager Serials + e-resources Online Catalog Print +Electronic

32. A set of tools used by programmers to: Extend Functionality Connect external systems Extract or synchronize data Proprietary API’s common in LMS space Moving toward open API’s and Web Services Application Programming Interfaces

33. Policies $$$ Funds BIB Vendor Holding / Items CircTransact User Legacy ILS Model / API ` Public Interfaces: Staff Interfaces: Interfaces Application Programming Interfaces Circulation Cataloging Acquisitions Serials OnlineCatalog BusinessLogic DataStores

34. $$$ Funds Policies BIB Vendor Holding / Items CircTransact User Legacy ILS Model / protocol Public Interfaces: Staff Interfaces: InterlibraryLoan System Application Programming Interfaces Protocols: SIP2 NCIPZ39.50OAI-PMH Circulation Cataloging Acquisitions Serials OnlineCatalog Self-Check

35. $$$ Funds Policies BIB Vendor Holding / Items CircTransact User Legacy ILS Model / External API Public Interfaces: Staff Interfaces: ExternalSystems & Services Application Programming Interfaces / Web Services Circulation Cataloging Acquisitions Serials OnlineCatalog Flexible Interoperability Protocols: SIP2 NCIPZ39.50OAI-PMH

36. Extensibility Interoperability Allows the LMS to connect with other automation components Create a matrix of interconnected systems rather than isolated silos with redundant data and functionality LMS maturity means similar levels of functionality LMS products increasingly differentiated by extent and quality of APIs and interoperability support Benefits of APIs to Libraries

37. Decoupled Discovery • Online Catalogs delivered with LMS products seen as not suitable for current Web-savvy library uses • Need to modernize the interface • Expand the scope to encompass all aspects of library collections

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

39. Decoupled from LMS

40. $$$ Funds Policies Vendor BIB User Holding / Items CircTransact Legacy ILS Model / Discovery ` Discovery Service Search Engine Consolidated index Search: Staff Interfaces: Application Programming Interfaces Circulation Cataloging Acquisitions Serials OnlineCatalog Protocols: SIP2 NCIPZ39.50OAI-PMH • Bibliographic Record Harvesting • Real time Holdings Display • Circulation Status • Requests: hold, renew,

41. Digital Library Federation Integrated Library System – Discovery Interface protocol HarvestBibliographicRecords HarvestExpandedRecords GetAvailability GoToBibliographicRequestPage Information Standards Quarterly Summer 2008 http://www.librarytechnology.org/ltg-displaytext.pl?RC=13491 Connecting LMS + Discovery

42. Legacy ILS Model / Extended Discovery Discovery Service Search: ` Digital Collections Search Engine Consolidated index LMS ProQuest API Layer EBSCOhost … JSTOR Other Resources

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

44. LMS provides strategic core of automation Less involved with end-user contact Discovery for Web-based collection discovery and user services Self-service stations for loans and returns Smart-card and payment systems LMS as Middleware

45. Can RFID deliver value beyond self-check and AMH? Need enhanced interoperability models Leverage existing standards and API’s in the same way that the ILS-DI protocols provided needed support to connect LMS and Discovery products Provide comprehensive automation model that helps libraries improve service and increase value to their communities RFID & LMS

46. Questions and discussion