Latest Trends in Library Automation - Library Technology Guides

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5 Φεβ 2013 (πριν από 5 χρόνια και 6 μήνες)

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Open source for library

automation
and resource discovery


Marshall Breeding

Director for Innovative Technology and Research

Vanderbilt University Library

Nashville, TN USA

http://www.librarytechnology.org/


85
th

Annual Meeting

October 15, 2009


http://
www.librarytechnology.org


Repository
for library automation data


Expanding
to include more international
scope


Announcements and developments made by
companies and organizations involved in
library automation
technologies


Started building

database in 1995


Most comprehensive resource for tracking
ILS and other library automation products


Serves as a directory for general public


Specialized tool for tracking ILS and other
automation products


40,825 Total libraries listed


377

Law

Libraries listed

Annual Industry report published in
Library
Journal:


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


Industry Consolidation


Abrupt transitions for major library automation products


Increased
industry control by external financial investors


Uncomfortable level of product narrowing


Open
Source
products and service companies enter the
competition


A small contingent of founder
-
owned companies
continue

to thrive


New wave of companies

based on open source service and
support

Breeding, Marshall: Perceptions
2008
an international survey of library automation.

http://
www.librarytechnology.org/perceptions2008.pl

January
2009.


Very

complex market


Local national and regional companies & Global
competitors


Increasingly consolidated and global


Concentration of library automation into a
smaller niche of companies


The vast majority of libraries choose

to
license proprietary ILS products from
established vendors


Some of these companies continue to see
growth in new client libraries


Defections to competitors and open source
currently happen at relatively low levels


Many unannounced open source projects
may alter this trend


Commercial companies developing and
supporting proprietary products prevail


Open source ILS procurements


Non
-
profit OCLC cooperative positioned to
play a larger role


Move

beyond Open Source / Proprietary
software as philosophical arguments.


SaaS largely neutralizes the pragmatic
differences


Software choices made on the merits of
functionality


Company choices made on the merits of their
service delivery


Library procurement of open source ILS


Commercial support companies


Small and fragmented


Many open source implementations taking
place independent of commercial support
contracts


Earlier era of pioneering efforts to ILS
shifting into one where open source
alternatives fall in the mainstream


Off
-
the
-
shelf, commercially supported
product
available


Sectors:

Public, Academic, Schools


Still a minority player, but gaining
some
ground


Open
Source Software


Alternative to traditionally licensed
software


Open
Systems


Software that doesn’t hold data
hostage


Increasing need for enterprise

integration


Many libraries energized to

take on local
development projects


Traditional vendors interested in making best
use of open source components


The direct adoption of open source products
represents only one aspect of open source in
the library automation industry.


Andrew W. Mellon Foundation


Georgia

Public Library Systems recognized with Award for
Technology Collaboration ($50,000)


OLE (Open

Library Environment)


$475,700 Phase I


?? Phase II


eXtensible

Catalog


$283,000 Phase I


$
749,000 Phase II


IMLS


“Empowered by Open Source”


$998,556


Led by King County

+
Peninsula Library System in California, the Ann
Arbor District Library

in Michigan and the Orange County Library
System in Florida


Index Data


YAZ toolkit


Z39.50


SRU/W


Zebra XML Search Engine


Metaproxy



metasearching

proxy front end server for integrating
access to multiple back
-
end Z39.50
-
compliant
databases”


MasterKey

federated search engine


Integrated

Library Systems


Koha,

Evergreen, OPALS, NewGenLib


Repositories


Dspace
,

Fedora,
DuraCloud


Discovery Interfaces


Vufind


Blacklight


SOPAC (Social OPAC)


eXtensible

Catalog


ILL


Relais

(?)



Traditional

ILS functionality offered under
open source license


Commercial / Proprietary


Ex Libris

URM


Community Source



Open Library Environment: OLE



Originally developed

in New Zealand in 1999


Perl / MySQL / Linux


Implementations worldwide


Adopted by public / academic / special


Many international sectors



Emerged out of the Nelsonville Public Library
tech

staff


WALDO large customer providing major
development funds


LibLime Enterprise Koha


Rift in the development community


Long
-
standing library

automation services
firm


Developed
ArchivalWare


Previous Distributor of Ex Libris products


Core customers in federal government


Now provides services surrounding Koha


Small Firm


Services primarily for Koha,

also supports
evergreen


Not

directly part of PTFS


European distributor for
ArchivalWare


Provides support services for Koha and
Evergreen


French company established for Koha
services


Founders

involved with Koha development
prior to founding company


LibLime Enterprise

Koha


Hosted on Amazon infrastructure (EC2)


Enhanced version of Koha


Biblios.net cataloging environment


GetIt

Acquisitions


Source code for LLEK not yet released


Originally developed by the Georgia Public
Library System


Very large consortium of small public libraries


Replaced a Unicorn System


British Colombia SITKA


Evergreen

Indiana


Michigan Indiana Consortium


King County Public Library


Other major projects brewing, not formally
announced


Primary commercial

support firm


Spin
-
off from GPLS


Migration, hosting, support, development
services


Oriented toward consortia


Open source automation system for K
-
12
School libraries


Developed by Media
-
Flex


Previous experience with Mandarin library
automation


Adopted by many

BOCES in New York state


Church and synagogue libraries


Funded

by Andrew W. Mellon Foundation


New automation framework based on new
assumptions


Service
-
oriented architecture


Business process modeling


Enterprise focus


More than an ILS


Less than an ILS


Expands functionality

beyond that offered by
existing ILS products


Format agnostic


focus on resource
management


Support for public and technical services


Looks anew at library workflows: how would
libraries function outside if not forced to
follow the patterns demanded by legacy
software


Example:

ILS for print / ERM for electronic


Do not duplicate functionality found
elsewhere

on the enterprise


Authentication services


Financial and accounting modules


Make use of shared enterprise service bus


Workflow management


Event management


SOA infrastructure


Phase I Planning complete


Create basic blueprint

and design


Engage a broad community


Conceptual model


Phase II



Build Project


2
-
year project


Consortium

of libraries developed proposal to
Mellon


~$5 Million investment shared by partner libraries
and Mellon

AKA: Next Generation Catalogs


Lots of non
-
library Web destinations deliver content
to library patrons


Google Scholar


Amazon.com


Wikipedia


Ask.com


Do Library Web sites and catalogs meet the
information needs of our users?


Do they attract their interest?




Urgent need
for libraries to offer interfaces
their users will like to use


Powerful
search capabilities in tune with how
the Web works today


Meet user expectations set by other Web
destination


Maintain

quality of searching in precision,
predictability, and scope


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)


Local digital collections


ETDs, photos, rich media collections


Metasearch engines


All searched separately


Widespread dissatisfaction with
legacy OPACs
.
Many efforts toward next
-
generation
discovery
layer products.


Movement among libraries to break out of the
current mold of library catalogs and offer new
interfaces better suited to the expectations of
library users.


Decoupling of the front
-
end interface from the
back
-
end library automation system.


Eventual redesign of the ILS to be better suited for
current library collections of digital and print
content


More comprehensive information discovery
environments


Primary

s
earch

tool that extends beyond
print
resources


Digital resources cannot be an afterthought


Systems designed for e
-
content only are also
problematic


Forcing users to use different interfaces depending
on type of content becoming less tenable


Libraries working toward consolidated user
environments that give equal footing to digital and
print
resources



AquaBrowser


Ex Libris Primo


Innovative

Interfaces: Encore


Serials Solutions: Summon (under development)


Medialab Solutions: AquaBrowser


SirsiDynix Enterprise


The Library Corporation: LS2 PAC


VUFind (open source)


BiblioCommons


eXtensible Catalog (under development)


Tags, user
-
supplied

ratings and reviews


Leverage social networking interactions to assist

readers in identifying interesting materials:
BiblioCommons


Leverage use data for a recommendation service
of scholarly content based on link resolver data:
Ex Libris
bX

service


Based on Apache
Solr

search
toolkit


Lead

developer: Andrew
Nagey

(now with
Serials Solutions)


http://www.vufind.org
/


Libraries

using VuFind:


National Library of Australia; Villanova

University; CARLI, University of Georgia
libraries, South Dakota Library Network, etc



Initially

developed by John Blyberg


Build

on
Drupal




Developed at the University of Virginia


Apache

SOLR


Ruby on Rails interface


Libraries working with
Blacklight

include:


Stanford University, University

of Virginia


University of Rochester


River Campus
Libraries


Financial support from the Andrew W. Mellon
Foundation


http://www.extensiblecatalog.info/


Two

rounds
of funding from Mellon


$283,000 (April 2006)


$749,000 (October 2007)


Wider institutional
participation


Pre
-
populated

indexes


Web
-
scale


Increased full
-
text indexing


New
-
generation interface


Harvested local content


Vendor
-
supplied

indexes of library content


E
-
journals, databases, e
-
books


Book

collections beyond local library collections


Indexing the full corpus of information available globally


Or at least major portions


Google aims to address all the world’s information


Not quite comprehensive


partial harvesting of any given resource


Discovery Layer Products for libraries aim to address all
content collected by libraries:


Print


Remotely

access electronic content: e
-
journals, e
-
books, databases,
licensed and open access.


Local special collections: digital and print.


Addresses the comprehensive body of content
held within library collections


Comprehensive, unified


Entering post
-
metadata search era


Increasing opportunities to search the full contents


Google Library Print, Google Publisher, Open
Content
Alliance, government publications, etc
.


High
-
quality metadata will improve search
precision


Commercial search providers already offer “search
inside the book
” and searching across the full

text of
large book collections


Not
currently available through library search
environments


Deep search highly improved by high
-
quality
metadata

See: Systems Librarian, May 2008 “Beyond the current generation of next
-
generation
interfaces: deeper search”


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


New Discovery Service


initial libraries now in
production


Consolidated

index harvested from many
sources


ProQuest, Gale, Thompson Reuters (Web

of Science)
,
LexisNexis, etc


500,000,000 articles represented


Full
-
text search + Citations


Local catalog data harvested, real
-
time

link to
holdings


Other local repositories harvested


Others available through metasearch


Repository

of article
-
level indexes maintained
and hosted by Ex Libris


Available to Primo sites without additional
cost


Move more content from metasearch to local
index


Agreement with OCLC

for WorldCat data


EBSCO Host interface and content


Content from other publishers and providers


Existing

service in pilot stage for new
discovery service


WorldCat.org data + ArticleFirst (30 million
articles)


Agreement with EBSCO to load EBSCOhost
citation data into WorldCat


Pursuing agreements with additional content
providers


No
-
cost

option to FirstSearch subscribers


No reclamation to reconcile local ILS with
WorldCat


One ILS supported; must be among
supported products


Program to expose thousands of libraries to
WorldCat Local as a discovery option


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)


Beyond

selecting one brand from an
assortment of similar products


Several conceptually diverse options


Companies

and projects now competing on
innovation