PUBLIC LIBRARIES: NEW OPPORTUNITIES IN TIMES OF CHANGE

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Nov 5, 2013 (4 years and 8 days ago)

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PUBLIC LIBRARIES: NEW
OPPORTUNITIES IN TIMES OF
CHANGE

Marshall Breeding

Independent Consult, Author,

Founder and Publisher, Library Technology Guides

http://www.librarytechnology.org/

http://twitter.com/mbreeding


08 March 2013

PLWA 2013 Biennial Conference

Summary

Public libraries face many challenges in the ways they serve their
communities in these times of great change in society and
technology.

Interest in e
-
books has taken off, presenting enormous
opportunities

if libraries can navigate through all the obstacles

to
deliver lending services that delight their customers.


Finding new ways
to foster engagement with their communities stands as a paramount
concern.



Libraries have a growing set of options to bring in the
character of social networks into their sphere.


Most importantly,
libraries can work to become a hub for their community, expanding
beyond traditional methods of library service.


Marshall Breeding will
present his view of the role of libraries in this critical time of change
and some of the ways that libraries can improve their standing in their
communities in the way that they shape their services and in their use of
technology.

Library Technology Guides


Public Libraries in Australia


Public Libraries in Western Australia


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

LJ Automation
Marketplace

Annual Industry report published in
Library Journal:


2012: Agents of Change


2011: New Frontier: battle intensifies to win hearts, minds and
tech dollars


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

Cloud Computing for Libraries



Volume 11 in The Tech
Set


Published by Neal
-
Schuman / ALA
TechSource


ISBN
:
781555707859


http://www.neal
-
schuman.com/ccl

Book Image

Publication Info:

Next
-
Gen

Library Catalogs

Marshall Breeding

Neal
-
Schuman Publishers

March 2010

Volume 1 of The Tech Set

Appropriate

Automation Infrastructure


Current automation products out of step with current
realities


Centered on transactional support


Proliferation of disconnected tech components


Majority of automation efforts support print activities


Management of e
-
content continues with inadequate
supporting infrastructure


Need better virtual presence that covers full breadth

of
library collection and services


Library users expect more engaging socially aware
interfaces for Web and mobile

Allocation

of resources


Libraries need flexible technical infrastructure that
responds to changing priorities


Collection

funds devoted mostly to e
-
content


Allocation of technology infrastructure and
personnel devoted mostly to management of print


Not hardwired to specific content media, workflows,
or services

Technology

to support all faces of
public libraries


Physical


Social / Community


Digital

Reshaped

collections


Monographs: transition to e
-
books underway


Demand for e
-
book discovery and lending


For academics, E
-
books now largely delivered through
database aggregations


Digital collections: local libraries and cultural
organizations actively involved in digitizing unique
materials


Journal content:

mostly delivered electronically


Media collections: LP, CD, DVD, Blu
-
Ray to streaming


Heritage print collections will remain indefinitely

Fulfillment activities


Print

circulation Increasing


Increasing reliance on self
-
service


Direct consortial borrowing


Interlibrary loan activity rising


Increased pressure for resource sharing

Additional

public library roles


Beyond content fulfillment


Centers of community engagement


Technology access for the under
-
served


Ready reference > in
-
depth research support


Improve Literacy, promote reading,
etc


Facilitating

use of technology


Stimulate creativity: Maker spaces

Public Library Issues


Greater concern for e
-
books and general

article
databases


Management: Need for consolidated approach that
balances print,

digital,
and electronic workflows


Emphasis on technologies that engage users with
library programs and services


Cumulative effect


Library collections more complex than ever


Library services

move diverse


Managing electronic and digital content harder
than managing print

Tec
h for Physical Libraries


Content stations: Catalog stations, e
-
book kiosks,
specialized

resources


Self
-
service (RFID)


increasingly duplicating LMS /
Online catalog functionality


Digital signage and exhibits


Computing: Wi
-
Fi


PCs


printing


Multi
-
media tables


Device Lending


increasingly self
-
service


Anything

to spark collaboration and engagement

Social Computing


Web 2.0 as a separat
e activity

often counter
productive


Important to have social orientation built directly
into

the software and services that comprise library
infrastructure


Avoid jettisoning patrons out of the library’s Web
presence


Find ways to effectively connect with users, connect
users to each other, and especially to connect users
to library content and services

Key Context:

Changed expectations in
metadata management


Moving

away from individual record
-
by
-
record creation


Life

cycle of metadata


Metadata follows the supply chain, improved and enhanced

along the
way as needed


Manage metadata in bulk when possible


E
-
book collections


Highly shared metadata


E
-
journal knowledge bases

(KnowledgeWorks / 360 Core)


Great interest in moving toward semantic web and open linked data


Very little progress in linked data for operational systems


AACR2 > RDA


MARC > RDF (recent announcement of Library of Congress)

Enterprise connectivity


Important to be interconnected

with the technical
infrastructure of related organizations:


Council

services, Campus,


UK:

strong dynamic between local council business
systems and that of the library service

Fundamental technology shift


Mainframe computing


Client/Server


Cloud

Computing

http://www.flickr.com/photos/carrick/61952845/

http://soacloudcomputing.blogspot.com/2008/10/cloud
-
computing.html

http://www.javaworld.com/javaworld/jw
-
10
-
2001/jw
-
1019
-
jxta.html

Mobile Computing


Cooperation and Resource sharing


Efforts

on many fronts to cooperate and consolidate


Many regional consortia merging (Example:
suburban Chicago systems)


State
-
wide or national implementations


Software
-
as
-
a
-
service or “cloud” based
implementations


Many

libraries share computing infrastructure and data
resources

Illinois

Heartland Library Consortium


Largest

Consortium

in US by

Number of

Members

Strategic Cooperation


Shared infrastructure in

support of strategic
collaborative relationships


Opportunities to share infrastructure


Examples:


2CUL


Orbis

Cascade Alliance


Opportunities to reconsider automation

implementation
strategies


One

library = 1 ILS?


Ability to share infrastructure across organizational
boundaries?

Shared Infrastructure


Northern

Ireland


South Australia


Denmark (tender process underway)


Chile


Iceland


Challenge: Disjointed
approach to
information and service delivery


Library Web sites offer a menu of unconnected silos:


Books: Library OPAC (ILS online catalog 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


Discovery Services


often just another choice among many


All searched separately

Integrated service Delivery


A

unified interface that takes full responsibility for
customer experience


Avoids abrupt hand
-
offs


Does not jettison customers away from the library
presence


Inward vectors of engagement

Integrating

e
-
Books into Library
Automation Infrastructure


Current approach involves mostly outsourced
arrangements


Collections

licensed wholesale from single provider


Hand
-
off to DRM and delivery systems of providers


Loading of MARC records into local catalog with
linking mechanisms


No ability to see availability status of e
-
books from
the library’s online catalog or discovery interface

Online Catalog


Books, Journals, and
Media at the Title Level


Not in scope:


Articles


Book Chapters


Digital objects


Web site content


Etc.

Scope of Search

Search:

Search Results

ILS Data

Public Library Information Portal

Search:

Digital
Collections

Web Site
Content

Community

Information



Customer
-
provided

content

Reference
Sources

Search Results

Pre
-
built harvesting and indexing

Consolidated Index

LMS Data

Aggregated
Content
packages

Archives

Usage
-
generated

Data

Customer

Profile

Discovery

Products

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

Fragmented Library Management


LMS for management of (mostly) print


Duplicative financial systems between library and local government or
other parent organization


E
-
book lending platform (multiple?)


Interlibrary loan (borrowing and lending)


Self
-
service and AMH infrastructure


Electronic Resource Management


PC Scheduling and print management


Event scheduling


Digital Collections Management platforms (CONTENTdm, DigiTool, etc.)


Discovery
-
layer services for broader access to library collections


No effective integration services / interoperability among disconnected
systems, non
-
aligned metadata schemes


Library management systems


Traditionally focus on circulation,

cataloging, and
acquisitions


Neglect patron
-
facing services


New generation needs to operate as:


Customer relationship management


Enterprise Resource Management


Collection management


Patron discovery and service fulfillment

Automation priorities


Current LMS model focuses on technical services


Discovery

interfaces and catalog address patron
self
-
service


General absence of customer relationship
management


How can new generations of technology infrastructure
provide tools to facilitate research support, reference,
and other public services


Need to generate performance metrics for these critical
library services

Comprehensive Resource Management


No longer sensible to use different software
platforms for managing different

types of library
materials


ILS

+ ERM + OpenURL Resolver + Digital Asset
management, etc. very inefficient model


Flexible platform capable of managing multiple
type of library materials, multiple metadata
formats, with appropriate workflows

Open

Systems


Achieving

openness has risen as the key driver behind
library technology strategies


Libraries need to do more with their data


Ability to improve customer experience and operational
efficiencies


Demand for Interoperability


Open source


full access to internal program of the
application


Open API’s


expose programmatic interfaces to data
and functionality

Libraries

need a new model of library
automation


Not

an Integrated Library System or Library
Management System


The ILS/LMS

was designed to help libraries manage
print collections


Generally did not evolve to manage electronic
collections


Other library automation products evolved:


Electronic Resource Management Systems


OpenURL
Link Resolvers


Digital Library Management Systems
--

Institutional Repositories

Library Services Platform


Library
-
specific

software. Designed to help libraries
automate their internal operations, manage collections,

fulfill

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

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


New structures not yet invented


Open APIs for extensibility and interoperability

Consolidated index


Unified Presentation Layer


Search:

Digital
Coll

ProQuest

EBSCO



JSTOR

Other
Resources

New Library Management Model

`

API Layer

Library Services
Platform

Learning

Management

Enterprise
Resource

Planning

Stock

Management

Self
-
Check /

Automated
Return

Authentication

Service

Smart Cad /

Payment
systems

Reassess

expectations of Technology


Many

previous assumptions no longer apply


Technology platforms scale infinitely


No technical limits on how libraries share technical
infrastructure


Cloud technologies enable new ways of sharing
metadata


Build flexible systems not hardwired to any given
set of workflows

Reassess workflow

and organizational
options


ILS model shaped library organizations


New Library Services Platforms may enable new
ways to organize how resource management and
service delivery are performed


New technologies more able to support strategic
priorities and initiatives


Time to engage


Transition

to new technology models just underway


More transformative development than in previous
phases of library automation


Opportunities to partner and collaborate


Vendors want to create systems with long
-
term value


Question previously held assumptions regarding the
shape of technology infrastructure and services


Provide leadership in defining expectations