Journées ABES 2014 - 20 mai 2014 - Session "SGBm, Hub, Base de connaissances - quelles convergences ? " - Uwe Risch (consortium HeBIS) : "Focus sur CIB Project"

1. Information auf
den Punkt gebracht
Focus sur »CIB Project«
-
Towards an international infrastructure
for library data
Dr. U. Risch Journées abes, May 2014

2. Information auf
den Punkt gebracht
CIB
Cloudbased Infrastructure for Library Data
(Cloudbasierte Infrastruktur für Bibliotheksdaten)
applied for at the German Research Foundation (DFG)
HeBIS (consortia leader)
BVB
KOBV
as part of the DFG-tender
„New alignment of supra-regional information services“
(„Neuausrichtung überregionaler Informationsservices“)
official start at 1.9.2013 (funded 3 + 2 years)

3. Information auf
den Punkt gebracht
Library Networks in Germany
HBZ
GBV
SWB
BVB
KOBV
HeBIS

4. Information auf
den Punkt gebracht
German Science Organizations
on CIB
German Science Council (Wissenschaftsrat) and German
Science Foundation (DFG) expect a thoroughgoing reform
of german library networks towards a „functional“ instead of
a regional division of work. Local library systems (ILS) have
to be part of this reform.

5. Information auf
den Punkt gebracht
ILS – integrated “local“ library system
ILL Search
Global
Regional
(network)
Library
GND, ZDB
(authority files)
National
union catalog
HeBIS, BVB, GBV, SWB, (KOBV)
5
Architectural Levels
Kuali
OCLC
WorldCat
OCLC
WorldShare
Platform
ExLibris
Alma
SerialsSol
utions
Intota
NN
Six library networks are running five functionally
identical cataloging systems
Should that be centralized?!
5

6. Information auf
den Punkt gebracht
CIB: Aims and Directions
Aim: New positioning of libraries as partners in education
and science
First: Future cataloging will not take place in regional
cataloguing systems but in internationally oriented
environments using international metadata
standards.
Second: Today‘s ILS will (almost) entirely migrate into
cloudbased systems.
Third: A „national data window“ will be established to back
up data in a system under national law and to allow
for services solely needed for national purposes. 6

7. Information auf
den Punkt gebracht
7
Moving to a new Architecture
Strong political bias in a reform of
german library networks – functional,
not regional division of work
• Changing sources of catalog data
• Changing rules of cataloging
• Changing library systems

8. Information auf
den Punkt gebracht
8
Changing Sources of Catalog Data
libraries spent a permanently growing amount of their
acquisition budgets in order to buy „electronic“
resources
scientific literature especially in natural and live
sciences turns to become more and more „born digital“
same holds true for eBooks, especially for PDA
metadata/catalog data come as part of licence-
bundles - and will not be entered manually into a
catalog database
more centralized metadata management would be
helpful

9. Information auf
den Punkt gebracht
9
Changing Rules of Cataloging
RDA: a comprehensive set of guidelines and instructions
on resource description and access covering all types of
content and media.
Introduction of RDA in Germany will be completed in 2015
implements for the first time an international standard for
cataloging in Germany
… and gives way to a much easier (re-)use of data from
external (library) data sources.
can we use records from foreign countries, from
foreign (cataloging) languages?

10. Information auf
den Punkt gebracht
10
Changing Library Systems
More then 80% of German Academic Libraries
and all German library networks
use Ex Libris or OCLC systems.
Next Generation Library Systems of both suppliers are
cloudbased
should we make use of this business model „Cloud“?

11. Information auf
den Punkt gebracht
11
Make Or Buy?
Are there good reasons to develop a national
cataloging platform? We didn‘t find any…
in-house developments of this scale are overloaded with
technical and organizational risks,
and not justifiable with respect to already existing
solutions
Citing from the DFG testimony on CIB:
„It is particularly convincing that … in-house
developments will be avoided.“

12. Information auf
den Punkt gebracht
Clouds for Library Data
12
Ex Libris Alma
OCLC WorldShare Platform
Pro Quest Intota
Kuali Foundation Kuali OLE (Open Source)
 are already available – don‘t reinvent the wheel!
 partly based on existing data collections (WorldCat)
 will provide the whole functionality of today‘s „integrated
library systems“ (ILS)
 some supplier will provide customizing of services („App
Gallery“)

13. Information auf
den Punkt gebracht
Challenges: Platforms
CIB will not prescribe libraries or networks which
platform provider to use!
But: we have to start with a small number of
partners and a clear commitment to the project.
13

14. Information auf
den Punkt gebracht
Cooperation and Committments
CIB partners signed cooperation agreements with OCLC
und Ex Libris, stating that
platforms will be synchronised with respect to german
library data - a Unified German Data Space emerges
GND (Integrated Authority File) and ZDB (German
Union Catalogue of Serials) will be integrated into the
platforms
an appropriate project organization is to build up in
order to manage CIB project
14

15. Information auf
den Punkt gebracht
15
WorldCatAlma
Unified German Data Space
synchronisation of metadata from German libraries
OCLC Number (OCN) as common and unique identifier.
Deduplication takes place in OCLC WorldCat.
Unfied German Data Space

16. Information auf
den Punkt gebracht
16
WorldCatAlma
Platform Data Models
Sync Record Policy
German
Network Zone
Prototype will be realised by CIB-Partners
Unified German Data Space
Unified German Data Space

17. Information auf
den Punkt gebracht
OCLC and ExLibris have committed themselves
that platform synchronization will raise
no further cost
for German libraries.
ӿ public libraries?
17
ӿ
Unfied German Data Space

18. Information auf
den Punkt gebracht
18
Challenges: Data
German Cataloging Resources
German authority files and central cataloguing resources
have to be integrated in cloud platforms
GND (Integrated Authority File) – will be integrated via a
bidirectional synchronization. An integrated cataloging
workflow will be set up.
ZDB (German Union Catalogue of Serials) – will be coupled
with the platforms to receive all titel entries made in the
platforms

19. Information auf
den Punkt gebracht
Challenges: Privacy
Cloudbased systems evoke new problems in data privacy
US Patriot Act allows an immediate access to all data of
US-guided enterprises, even in exterritorially branches/sites
and without notification of users and/or public authorities
concerned
Partly solvable by contract design
Careful evaluation and design of the cloud-operating
company
Eventual exclusion of sensitive data from the cloud
Consultations with legal authorities clearly signal ways to
solve these problems
19

20. Information auf
den Punkt gebracht
Union Catalogue
GND, ZDB
(Authority Files)
ILS
ILL
OPAC/
Discovery
Global
Regional
Library
Network
Library
National
21
Library Infrastructure 2020?
Kuali
OCLC
WorldCat
OCLC
WorldShare
Platform
ExLibris
Alma
ProQuest
Intota
NN
Synchronisation – unified german data space
21
National
Data Window
eResour
ces
Loan
Acquisit
ion
Services instead of Systems
Management and Aggregation of Services

21. Information auf
den Punkt gebracht
Infrastructure (HW & SW)
Application Management
Extended Support
Partner Management
Global Data Management
Migration and Manage-
ment of local/ regional
Data or Collections
Metadata-Management
Quality Control
Development
Service Integration
Basic-Support
Regional Global Core
App-Development
Service-Mashup
Who offers which Services?

22. Information auf
den Punkt gebracht
Aims of the first project phase (3 years):
International cataloging platforms are ready to be used
Synchronisation between OCLC WorldCat and
ExLibris Alma works
German Authority File (GND) and other central
cataloging resources are integrated
National Data Window is up and running
those libraries migrating in the second project phase to
cloudbased library systems are nominated and ready
to start.
Aims
25

23. Information auf
den Punkt gebracht
26
Thank you for listening !
Any Questions?