Marshall Breeding will present his view of the current state of the art of library management systems, the role of discovery products to improve end-user experiences, and give some perspective on what's emerging in the near future in the technologies that libraries will need to manage their operations and to provide services to their users.

1. CURRENT TRENDS IN
LIBRARY MANAGEMENT
SYSTEMS
Marshall Breeding
Director for Innovative Technology and
Research
Vanderbilt University Library
Founder and Publisher, Library Technology
Guides
http://www.librarytechnology.org/
03 February 2011
http://twitter.com/mbreeding
Axiell Users Conference

2. Abstract
 Marshall Breeding will present his view of the
current state of the art of library management
systems, the role of discovery products to
improve end-user experiences, and give some
perspective on what's emerging in the near
future in the technologies that libraries will
need to manage their operations and to
provide services to their users.

3. Current state of the industry

4. Library Technology Guides

5. Public Libraries in Denmark

6. Libraries in Sweden – Map view
http://www.librarytechnology.org/map.pl?Country=Sweden

7. lib-web-cats coverage of Axiell
countries
 Map view
 http://www.librarytechnology.org/map.pl?Country=Swe
den
 http://www.librarytechnology.org/map.pl?Country=Finl
and
 http://www.librarytechnology.org/map.pl?Country=Den
mark
 Listings
 http://www.librarytechnology.org/libraries.pl?Country=
Sweden
 http://www.librarytechnology.org/libraries.pl?Country=
Finland
 http://www.librarytechnology.org/libraries.pl?Country=
Denmark

8. LMS market in Denmark Public
Libraries

9. LMS deployments in Sweden --
Academic

10. LMS deployments in Sweden --
Public

11. UK LMS Deployments
(libraries)

12. LMS deployments in Germany

13. Dynamics of the ILS market

14. ILS Deployments in Germany

15. Lib-web-cats Technology Profile

16. Lib-web-cats extended for RFID
Products

17. Lib-web-cats tech profile

18. 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

19. LJ Automation Marketplace
Annual Industry report published in Library Journal:
 2011: ??
 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

20. 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.

21. 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.

22. Trends in Scandinavia
 Local companies and products consolidated into
Axiell
 Very little presence of external international
companies
 Millennium (Innovative Interfaces)
 Aleph 500 – Limited presence – many shifted to Axiell
products
 More international systems in Academic Libraries
 Moving toward new public portal through Axiell
Arena
 Little movement toward open source LMS

23. Compared to North America
 Significant consolidation, yet no vendor
dominates entirely
 Library services available reliant on state and
local government initiatives and resources
 Movement toward open source ILS – regional
and state-wide projects underway

24. Key Context: Libraries in
Transition
 Shift from Print > Electronic
 Increasing emphasis on subscribed
content, especially articles and databases
 Strong emphasis on digitizing local collections
 Demands for enterprise integration and
interoperability

25. Key Context: Library Users in
Transition
 New generations of library users:
 Millennial generation
 Self sufficient – reluctant to seek assistance
 Perceive themselves as competent to use information
tools without help
 Web savvy / Digital natives
 Pervasive Web 2.0 concepts /
 Inherently collaborative work styles

26. 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

27. Dynamics of the Library
Automation Scene
 Evolutionary ILS
 Revolutionary ILS
 Open source and Proprietary alternatives
http://www.uoguelph.ca/theportico/science/people/

28. Evolutionary path
 Gradual enhancement of long-standing ILS
platforms
 Wrap legacy code in APIs and Web services
 SirsiDynix
 Unicorn (+Horizon functionality) > Symphony
 Innovative
 INNOVAQ > INNOPAC > Millennium > Encore
 Civica
 Urica > Spydus
(Urica Integrated Systems, Amalgamated Wireless
Australia, McDonnell Douglas Information Systems, Sanderson)

29. Competing Models of Library
Automation
 Traditional Proprietary Commercial ILS
 Millennium, Symphony, Polaris
 BOOK-IT, DDELibra, Libra.se
 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)

30. 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

31. Open Systems
 Achieving openness has risen as the key
driver behind library technology strategies
 Open source
 Open API’s
 Demand for Interoperability
 Libraries need to do more with their data
 Ability to improve customer experience

32. New Library Management
Model
Search: Discovery Service
Self-Check /
Digital
Automated Library Coll
Search
Return Management Engine ProQue
Consolidated index
st
System
API Layer EBSCO
…
`
JSTOR
Stock
Managemen Other
Resourc
t es
Enterprise
Smart Cad /
Resource
Payment
Planning
systems
Learning Authenticati
Managemen on
t Service

33. LMS as Middleware
 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

34. Academic Library Issues
 Greater concern with electronic resources
 Management: Need for consolidated approach
that balances print and electronic workflows
 Access: discovery interfaces that maximize the
value of investments in electronic content

35. LMS / Electronic Resource
Management
Staff Interfaces: Public Interfaces:
Application Programming Interfaces E-resource License
Circulation AcquisitionsSerials Online Protocols: CORE
Cataloging ProcurementManagement
`
Catalog
Holding Circ $$$ E-Journal License
BIB User Vendor Policies Vendors
/ Items
Transact Funds Titles Terms

36. LMS / Electronic Resource
Management
Staff Interfaces: Public Interfaces:
Application Programming Interfaces
Circulation Cataloging Acquisitions Serials + License Online
Print + e-resources manager Catalog
Electronic
Holding Circ $$$ License
BIB User Vendor Policies
/ Items Transact Funds Terms

37. Public Library Issues
 Enhance the experience of library patrons
 Management and access to physical
resources
 Self-service through the Web portal:
 View current loans, perform holds, renewals, pay
fines and fees
 Self-service in the physical library
 RFID-based self-issue and returns
 Helps the library deploy service personnel for
highest impact

38. New models of Library Collection
Discovery
From local discovery to Web-scale
discovery

39. Evolution of library collection
discovery tools
 Bound handwritten catalogs
 Card Catalogs
 Library online catalogs – OPACs
 Next-Gen Catalogs / Discovery interfaces
 Social Discovery
 Web-scale discovery services
 Comprehensive presentation layer services

40. Bound Catalog
National Library of Colombia

41. Card Catalog
National Library of Argentina

42. Card Catalog
National and University Library, Slovenia

43. Card Catalog

44. Card Catalog
University of Kansas Library

45. Online Card Catalog
Salem International University

46. Computerized card catalog

47. Online Catalog ILS Data
Search:
Search Results

48. Web-based online catalog

49. Disjointed approach to information
and service delivery
 Silos Prevail
 Books: Library OPAC (ILS module)
 Articles: Aggregated content products, e-journal
collections
 OpenURL linking services
 E-journal finding aids (Often managed by link resolver)
 Subject guides (e.g. Springshare LibGuides)
 Local digital collections
 ETDs, photos, rich media collections
 Metasearch engines
 All searched separately

50. Federated Search
 Simultaneous search of library catalog and
selected remote resources of electronic
content
 Based on live, dynamic queries cast to
multiple targets
 Limited result sets, slow performance
 Search and retrieval protocols: Z39.50, XML
gateways

51. Federated Search ILS Data
Digital
Search: Collections
ProQuest
Search Results
EBSCOhost
…
MLA
Bibliography
ABC-CLIO
Real-time query and
responses

52. Modernized Interface
 Single search box
 Query tools
 Did you mean
 Type-ahead
 Relevance ranked results
 Faceted navigation
 Enhanced visual displays
 Cover art
 Summaries, reviews,
 Recommendation services

53. Discovery Products

54. Decoupled from ILS

55. Discovery Interface ILS Data
Digital
Search:
Local Collections
Index
ProQuest
Search Results
MetaSearch
EBSCOhost
Engine
…
MLA
Bibliography
ABC-CLIO
Real-time query and
responses

56. Endeca

57. AquaBrowser

58. AquaBrowser

59. AquaBrowser

60. LS2 PAC

61. VuFind
VuFind: Villanova University

62. Differentiation in Discovery
 Products increasingly specialized between
public and academic libraries
 Public libraries: emphasis on engagement with
physical collection
 Academic libraries: concern for discovery of
heterogeneous material types, especially
books + articles + digital objects

63. Discovery from Local to Web-
scale
 Initial products focused on technology
 AquaBrowser, Endeca, Primo, Encore, VuFind
 Mostly locally-installed software
 Current phase focused on pre-populated
indexes that aim to deliver Web-scale
discovery
 Summon (Serials Solutions)
 WorldCat Local (OCLC)
 EBSCO Discovery Service (EBSCO)
 Primo Central
 Encore with Article Integration

64. Web-scale Discovery ILS Data
Digital
Search: Collections
Consolidated Index
ProQuest
Search Results EBSCOhost
…
MLA
Bibliography
ABC-CLIO
Pre-built harvesting
and indexing

65. Web-scale search Competitors
 Serials Solutions
 Summon
 EBSCO Publishing
 EBSCO Discovery Service
 Ex Libris
 Primo Central
 OCLC
 WorldCat Local

66. Summon

67. EBSCO Discovery Service

68. Primo / Primo Central

69. DBC Discovery Platform
 Ting
 Service-oriented architecture
 Open source components
 Fedora, SOLR, Lucene
 Brønd Data Well

70. Social Discovery
 Builds on modernized library catalog interfaces
 Strong emphasis on Web 2.0 concepts
 Users invited to contribute
reviews, ratings, preferences, reading lists, etc.
 User-supplied data becomes part of the discovery
process
 Users help each other to find interesting library
materials
 Example: Leverage use data for a
recommendation service of scholarly content
based on link resolver data: Ex Libris bX service

71. Social Discovery
Search: ILS Data
Local Index
Digital
Collections
Search Results
Web site
data
…
User
Contributed
Content

72. BiblioCommons

73. BiblioCommons

74. SoPAC

75. SoPAC

76. Comprehensive User Services
Portal
 Discovery + Managed User Services
 New line of products that provide a
presentation layer that replaces the entire
functionality of the Web site in addition to
providing discovery services
 Current products mostly in Europe
 Axiell – Arena
 Infor – Iguana

77. Comprehensive User Portal
 Full replacement for Web-based online catalog
 Content management for Web site content
 Full suite of Web 2.0 modules
 Library-specific functionality widgets
 Library hours, locations
 Library News
 Blogs
 Recently acquired materials, featured content
 All created through management console

78. Axiell Arena

79. Axiell Arena

80. Axiell Arena

81. Delivering library services to
mobile devices
 Increased expectation
for access to services
through mobile
 Library services:
 Mobile web
 Apps
 Transmit library
notices through SMS
 Carefully select
functionality appropriate
for mobile

82. Tablet computing
 Tablet computers have been around for a
while, but the introduction of Apple’s iPad
increases popularity
 High-quality
device for
content consumption
 Access to library
services and
content
http://www.csmonitor.com/Science/2010/0524/A-rundown-of-the-best-iPad-astronomy-a

83. NCSU Mobile

84. Next-Gen Library
Catalogs
Marshall Breeding
Neal-Schuman Publishers
March 2010
Volume 1 of The Tech Set

85. Questions and discussion

86. Thanks!