Next Generation Library Automation - Abuc

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Nov 5, 2013 (3 years and 8 months ago)

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Breeding


NASIG June 6, 2008

La Nueva Generación en
Automatización de Bibliotecas

Marshall Breeding

Director for Innovative Technologies and Research

Vanderbilt University

http://staffweb.library.vanderbilt.edu/breeding

http://www.librarytechnology.org/


Abstract

“Next Generation Library Automation”
gives a forward
-
looking view of some of the
initiatives currently underway that stand to
substantially revise the models of
automation for libraries.

Rethinking the ILS


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

ILS: a legacy concept


ILS = Integrated Library System

(Cataloging + Circulation + OPAC + Serials +
Acquisitions)


Focused on print and physical inventory


Electronic content at the Journal Title or collection
level


Emerged in the 1960’s


1970’s


Functionality has evolved and expanded, but basic
concepts and modules remain intact


Note: Some companies work toward evolving the ILS to
competently handle both print and digital content (e.g.
Innovative Interfaces)

ILS: ever diminishing role


Many libraries putting much less emphasis on ILS


Just an inventory system for physical materials


Investments in electronic content increasing


Management of e
-
content handled outside of the
ILS


Yet: libraries need comprehensive business
automation more than ever. Mandate for more
efficient operations. Do more with less.

Dis
-
integration of Library Automation
Functionality


ILS
--

Print and Physical inventory


OpenURL Link resolver


Federated Search


Electronic Resource Management Module


More about this later


Discovery layer interface

Is non
-
integrated automation
sustainable?


Major burden on library personnel


Serial procurement / installation /
configuration / maintenance cycles take
many years to result in a comprehensive
environment


Inefficient data models


Disjointed interfaces for library users


Very long cycle to gain comprehensive
automation

Electronic Resource Management
Systems


Automation Module specifically designed to
manage a library’s subscriptions to electronic
content


Managed approach for all aspects of electronic
subscription content


Product coverage, license terms, cost, payment and
procurement data, vendor data, use data


COUNTER compliant use statistics


SUSHI for automated gathering of use statistics

Electronic Resource Management
Systems


Promising but troubled genre of software designed
to manage e
-
content


Extending ILS acquisitions to handle license terms
and other aspects of electronic subscriptions


Very slow adoption by libraries


Complex integration issues


Products launched in 2002
-
2004


Increased adoption expected in next 2 years

Profile
-
based e
-
content
management


Reliance on a knowledgebase that describes the contents
of all available publisher packages and aggregated content
offerings


Ability to identify individual titles and articles available to
library users based on a profile of the library’s current
subscriptions


OpenURL link resolvers and ERM products both depend
on the knowledgebase


Synchronization of ILS through MARC update services


Efficacy of these products depends as much on the
accuracy and currency of the knowledgebase than the
quality of the software

ERM Deployments

Product

Innovative
ERM

Verde

360 Resource

Manager

TDNet Open
ERAM

Company

Innovative

Interfaces

Ex Libris

Serials

Solutions

TDNet

Introduced

June

2002

June

2004

October

2005

Number Sold

275

169

227

Not disclosed

Number in

Production Use

235

25

174

Not disclosed

“Helping you buy: Electronic Resource Management Systems”

Computers in Libraries: July 2008 issue

E
-
Journal Knowledge bases

Commercial


Serials Solutions


(KnowledgeWorks)


Ex Libris


(SFX Global
Knowledgebase)


TD Net


Openly Informatics /
OCLC

Community


JAKE: jointly
administered knowledge
environment was an
collaborative project


Now defunct. Displaced
by commercial ventures.

New genre of discovery layer
interfaces


Traditional ILS OPAC inadequate for today’s
Web
-
savvy library users


Scope too narrow


Complex, non
-
intuitive interface


Yet: Necessary for some types of research


Working toward a single point of entry for all
the content and services offered by the
library

Common Next
-
Gen Interface
features


Decoupled interface


Advanced search engines


Relevancy ranked results


Faceted Navigation


Graphically enriched displays


Real
-
time interaction with ILS


Advanced user services and information
delivery features

Current Products


Primo (Ex Libris)


Encore (Innovative Interfaces)


Aquabrowser (Bowker / Serials Solutions)


WorldCat Local (OCLC)


Visualizer (VTLS)


eXtensive Catalog (University of Rochester)


VUFind (open source / Villanova University)


Scriblio (open source)


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


Deep search


Entering post
-
metadata search era


Increasing opportunities to search the full
contents


Google Library Print, Google Publisher, Open
Content Alliance, Microsoft Live Book Search,
etc.


High
-
quality metadata will improve search
precision


Commercial search providers already offer
“search inside the book”


No comprehensive full text search for books
quite yet


Beginning to appear in library search
environments


U of Mich (
http://mblog.lib.umich.edu/blt/archives/2008/05/search_full
-
tex.html

)


Deep search highly improved by high
-
quality
metadata

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

Advancement of Federated
Search


Shift from Distributed Query to Centralized Search


Federated search based on distributed query:


Shallow results


Limited scalability


Slow performance


Harvest metadata or full text for creating comprehensive
consolidated indexes


E.g. Google Scholar


Non
-
commercial efforts?


The Royal Library of using the Deep Search architecture to present
items found in the Digital Article Database Service repository of 65
million articles, housed in the Technical Information Center of
Denmark.

Architecture and Standards


Need to have an standard approach for
connecting new generation interfaces with
ILS and other repositories


Proprietary and
ad hoc

methods currently
prevail


Digital Library Federation


ILS
-
Discovery Interface Group

http://www.librarytechnology.org/blog.pl?ThreadID=43


Initial foray into a broader set of protocols
that open up other aspects of the ILS

For more information

Next Generation Library
Catalogs by Marshall
Breeding

Library Technology
Reports June/July
2007

ALA TechSource

Moving toward a new Generation of
Library Automation


Legacy ILS concepts not sustainable


New automation environment based on
current library realities and modern
technology platforms


Equal footing for digital and print


Service oriented architecture

Breaking down the modules


Traditional ILS


Cataloging


Circulation


Online Catalog


Acquisitions


Serials control


Reporting


Modern approach: SOA

Service Oriented Architecture

http://www.sun.com/products/soa/benefits.jsp

Legacy ILS + e
-
content modules

Federated

Search

Circulation

Acquisitions

Cataloging

Serials

OpenURL

Linking

Electronic

Resource

Mgmt

System

Staff Interfaces:

End User

Interfaces:

Data Stores:

Functional

modules:

SOA model for business automation


Underlying data repositories


Local or Global


Reusable business services


Composite business applications

SOA for library workflow processes

Data Stores:

Reusable

Business

Services

Composite

Applications

Granular

tasks:

Web Services and the Service
-
Oriented Architecture


Library Technology Reports


May / June 2006


By Marshall Breeding


ALA TechSource


The report includes conceptual descriptions of the
technology as well as some technical information on how
Web services are implemented. Library administrators or
others that need to make decisions regarding library
-
related technology systems or issues will gain a
perspective on the importance of this technology as well as
how the implementation of Web services may relate to
other library trends and initiatives.


More Open Systems


Pressure for traditionally licensed products to become more open


APIs (Application Programming Interfaces) let libraries access and
manipulate their data outside of delivered software


A comprehensive set of APIs potentially give libraries more flexibility
and control in accessing data and services and in extending
functionality than having access to the source code.


Customer access to APIs does not involve as much risk to breaking
core system functions, avoids issues of version management and code
forking associated with open source models.

Breeding


NASIG June 6, 2008

A Continuum of Openness

Closed Systems

Circulation

Acquisitions

Cataloging

Staff Interfaces:

End User

Interfaces:

Data Stores:

Functional

modules:

No
programmable

Access to the
system.


Captive to the
user

Interfaces
supplied by the
developer

Programmer
access:

Standard RDBM Systems

Circulation

Acquisitions

Cataloging

Staff Interfaces:

End User

Interfaces:

Data Stores:

Functional

modules:

Database
administrators
can access data
stores involved
with the system:


Read
-
only?

Read/write?


Developer
shares database
schema

Programmer
access:

Open Source Model

Circulation

Acquisitions

Cataloging

Staff Interfaces:

End User

Interfaces:

Data Stores:

Functional

modules:

All aspects of
the system
available to
inspection and
modification.

Programmer
access:

Open API Model

Circulation

Acquisitions

Cataloging

Staff Interfaces:

End User

Interfaces:

Data Stores:

Functional

modules:

Core
application
closed.


Third party
developers
code against
the published
APIs or
RDBMS tables.

Programmer
access:

Published APIs

Open Source / Open API Model

Circulation

Acquisitions

Cataloging

Staff Interfaces:

End User

Interfaces:

Data Stores:

Functional

modules:

Core
application
closed.


Third party
developers
code against
the published
APIs or
RDBMS tables.

Programmer
access:

Published

APIs

Depth of Openness


Evaluate level of access to a products data stores
and functional elements:


Open source vs Traditional licenses


Some traditional vendors have well established
API implementations


SirsiDynix Unicorn (API available to authorized
customer sites that take training program)


Ex Libris: consistent deployment of APIs in major
products, recent strategic initiative: “Open Platform
Program”


Innovative Interfaces: Patron API

Universal open APIs?


Some progress on API to support discovery layer interfaces, but no
comprehensive framework yet.


Many industry protocols work like APIs:


Z39.50, SRU/W, NCIP, OAI
-
PMH, OpenURL, etd


It would be ideal if there were an open set of APIs that were
implemented by all automation system products.


Third party components and add
-
ons would then work across all products.


DLF ILS
-
Discovery Interface protocol. Targets interoperability between
ILS and new genre of interfaces


AKA: Berkeley Accords

Breeding


NASIG June 6, 2008

Current initiatives

Comprehensive Resource
Management


Broad conceptual approach that proposes a library
automation environment that spans all types of
content that comprise library collections.


Traditional ILS vendors: Under development but
no public announcements


Open Source projects in early phases


Projection: 2
-
3 years until we begin see library
automation systems that follow this approach. 5
-
7
years for wider adoption.

Open Library Management
System


Andrew W. Mellon Foundation


Research in Information Technology program


Solicited proposal / Lead institution


Duke University selected to lead project


Core Participants: Kansas University, Lehigh University,
National Library of Australia, Library and Archives Canada,
University of Pennsylvania, Marshall Breeding


Advisory Participants: University of Chicago, Wittier
College, University of Maryland, Orbis Cascade Alliance,
Rutgers University


Status: Proposal complete, pending consideration from the
Andrew W. Mellon Foundation


http://www.mellon.org/grant_programs/programs/rit

Breeding


NASIG June 6, 2008

Questions and Discussion