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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 2014. April 9, 2014.

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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 2014 April 9, 2014

  2. Library Technology Guides www.librarytechnology.org

  3. Sources • American Libraries Library Systems Report • 2014 online edition published April 15 • Perceptions Surveys • 2014edition recently published • http://www.librarytechnology.org/perceptions2013.pl • Turnover Reports: • http://www.librarytechnology.org/ils-turnover.pl?Year=2013 • http://www.librarytechnology.org/ils-turnover-reverse.pl?Year=2013

  4. Perceptions 2013 • http://www.librarytechnology.org/perceptions2013.pl • Annual survey for Libraries • Satisfaction levels for • Company • Current ILS • Service • Loyalty • Migration Plans • 3002 Responses • 53 Countries

  5. Perceptions Survey 2013 • Product Satisfaction for Large Public Libraries

  6. American Libraries Library Systems Report • Library Systems Report 2014: Strategic Competition and Cooperation • Online Publication: April 15, 2014 • Covers 2013+ calendar year activities

  7. 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

  8. 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

  9. Industry Revenues • $1.8 billion global industry • $790 million from companies involved in the US • $485 million from US Libraries

  10. Industry Giants • Ex Libris: • 3,957 customer libraries • 536 FTE Employed • Innovative • 410 FTE employed • 1,640 libraries • SirsiDynix: • 3,595 libraries • 385 FTE Employed

  11. Personnel Resources 2013

  12. Personnel Resources: Open Source

  13. Mergers and Acquisitions Activity

  14. Mergers and Acquisitions

  15. Mergers and Acquisitions Detail

  16. Personnel Growth / Loss

  17. Innovative Interfaces 2012-13 • 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 • Global expansion • Dublin, Ireland • Noida, India

  18. Innovative Interfaces 2014 • Innovative acquires Polaris Library Systems • Jim Carrick and partners sell shares and exit • No longer a separate company • Bill Schickling now VP for Public Library Products • Polaris office East Coast Operations center

  19. SirsiDynix acquires EOS International • Co-founder Scot Cheatham sells shares and exits • 1,100 mostly special libraries use EOS.Web • Common strategy for hosted solutions

  20. EBSCO Information Services • Internal Consolidation: • EBSCO Publishing + EBSCO Information Services • Tim Collins, President and CEO • Also named CEO of EBSCO Industries

  21. ProQuest • Internal Consolidation • Kurt Sanford CEO (since July2011) • Serials Solutions brand retired • Worlflow Solutions under Kevin Sayer

  22. Follett Library Solutions • Internal Consolidation • Tom Schenck,President and CEO • Follett Library Software • Follett Library Resources • Follett Educational Resources • Follett International

  23. Lucidea Corporation • Ron Aspe, President and CEO • SydneyPLUS • Inmagic • Cuadra Associates

  24. 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

  25. Discovery Service Statistics

  26. Recent ILS Industry Contracts

  27. 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

  28. 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

  29. 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

  30. 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

  31. Library Services Platforms

  32. 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

  33. 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

  34. Development Schedule

  35. 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?

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

  37. Notable Companies

  38. 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

  39. 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 • 194 personnel in development out of 536

  40. 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

  41. Innovative Interfaces • Global company: Based in Emeryville, CA • Markets to all library types • Owned by HGGC and JMI Equity • 361 employees, 120 in development • International expansion

  42. Polaris • Acquired by Innovative in 2014 • Major competitor for public libraries • Mid-sized company (97 employees) • Focus: • Market: US Public Libraries • Technology: MS Windows platform • Strong customer service performance

  43. ProQuest: (Workflow Solutions) • Focus on Academic Libraries • Summon: first Web-scale Discovery Service • Summon 2.0 announced for summer 2013 • Intota: Planned Library Services Platform (2015)

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

  45. 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

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

  47. 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

  48. Koha Libraries Worldwide

  49. 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

  50. Evergreen Libraries Worldwide

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