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Presentation for: LIS531R: Library Automation Systems. Library Automation Landscape. Current themes in the companies, products, and technologies. Marshall Breeding Director for Innovative Technologies and Research Vanderbilt University http://staffweb.library.vanderbilt.edu/breeding - PowerPoint PPT Presentation
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Library Automation Landscape
Current themes in the companies, products, and technologies
Marshall BreedingDirector for Innovative Technologies and ResearchVanderbilt Universityhttp://staffweb.library.vanderbilt.edu/breedinghttp://www.librarytechnology.org/
Presentation for:LIS531R: Library Automation Systems
Marshall Breeding will present an overview of the library automation industry, focusing especially on the shaping of the business environment, and on recent product and technology trends. The library automation landscape has become increasingly interesting with new dynamics of proprietary and open source products, and new models of commerce. While the ILS continues as the core business software in libraries, ancillary products have emerged that fill the ever-widening gap of functionality not addressed by the ILS. A new generation of discovery interfaces, including both proprietary and open source alternatives, has emerged to displace the much-maligned OPAC. These products offer a more modern interface and address a broader view of library collections, spanning print and electronic content.
Summary
http://www.librarytechnology.org Repository for library automation data Lib-web-cats tracks 39,000 libraries and the automation systems used. ◦Expanding to include more international
scope Announcements and developments made by companies and organizations involved in library automation technologies
Library Technology Guides
Started building database in 1995 Most comprehensive resource for tracking
ILS and other library automation products Many state library agencies do not keep
accurate records of library automation data Problem: how to resolve remaining
“Unknown” libraries. ◦ No Web site, no reliable e-mail contact
Lib-web-cats
ILS Products in CT Public Libraries
ILS Products in CT Academic Libraries
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
LJ Automation Marketplace
System Name 2001 2002 2003 2004 2005 2006 2007 2008
AGent VERSO 14 19 6 23 15 54 47 24
Evergreen 6Voyager 50 44 35 22 34 12 4 5ALEPH 500 80 58 51 53 83 67 29 26Vubis Smart 13 34 54 56 60 56 40 46
V-Smart 11Millennium 157 136 144 119 107 95 95 64
Koha (Classic/ZOOM) 30 57 40
Library.Solution 79 70 73 58 41 34 35 32
Carl.X / Carl.Solution 1 3 10 0 0
Polaris ILS 12 21 20 37 39 54 32 56Unicorn 117 207 124 134 91 71 121 108
Horizon 126 114 168 193 147 94 15 0
Virtua 37 60 67 35 25 27 30 39
ILS Sales Statistics: total
ILS Sales: Selected Companies
1 2 3 4 5 6 7 80
50
100
150
200
250
VoyagerALEPH 500Vubis Smart +V-SmartMillenniumKoha (Classic / ZOOM)Library.SolutionCarl.X / Carl.SolutionPolarisUnicornVirtua
ILS Sales: Polaris
2001 2002 2003 2004 2005 2006 2007 20080
10
20
30
40
50
60
Polaris
Polaris
ILS Sales: Millennium
2001 2002 2003 2004 2005 2006 2007 20080
20
40
60
80
100
120
140
160
180
Millennium
Millennium
ILS Sales: Koha
2006 2007 20080
10
20
30
40
50
60
Koha
Koha (Classic / ZOOM)
Installations: Millennium
2001 2002 2003 2004 2005 2006 2007 20080
200
400
600
800
1,000
1,200
1,400
1,600
Total Installations
Millennium
2002 2003 2004 2005 2006 2007 2008Composite Endeavor + Ex Libris 367 382 408 417 393 418 467Composite Sirsi + Dynix 860 839 789 679 629 491 450Auto-Graphics, Inc. 45 42 42 32 32 36 38Book Systems, Inc. 88 59 58 53 50 57 63Civica 34 34 35 130 322 379 392COMPanion Corp. 86 86 62 63 65 67 67EOS International 69 69 72 79 82 82 79Equinox Software 6 13Follett Software Company 266 240 220 245 370 404 402Infor Library Solutions 127 104 104 105 77 75 72Inmagic, Inc. 44 45 40 40 40 55 55Innovative Interfaces, Inc. 268 285 285 295 295 310 326LibLime 6 14 28The Library Corporation 173 180 189 210 210 191 204Polaris Library Systems 105 65 67 68 66 69 76Serials Solutions 78 102 142Softlink America Inc. 75 80 94 97 104 115 132SydneyPLUS 65 65 56 59 60 60 60Talis 83 84 77VTLS Inc. 100 104 93 95 75 86 97
Company Personal Totals
Customer Support Ratios
Company Supported Systems Support Staff
Installed Sites
Ratio
Polaris Library Systems Polaris 38 269 7.1
Innovative Interfaces, Inc.
Millennium 176 1348 7.7
The Library Corporation
Library.Solution, Carl.Solution, Carl.X 87 734 8.4
Ex Libris Aleph, Voyager 198 4593 23.2
Auto-Graphics AGent/Verso 9 244 27.1
VTLS Virtua 41 936 22.8
Infor Vubis Smart, Advance, PLUS, Vubis Original
2 140 70.0
LibLime Koha 3 308 102.7
Perceptions 2008: an international survey of library automation◦ http://www.librarytechnology.org/perceptions2008.pl◦ 1,340 Responses from 51 countries
Perceptions 2007: an international survey of library automation◦ http://www.librarytechnology.org/perceptions2007.pl
Perceptions Reports
ILS Product Satisfaction
Company Satisfaction
Support Satisfaction
Open Source Interest
Library Automation Trends
Library funding cuts widespread Many automation projects on hold Pressure to accept lowest-cost alternatives
rather than higher cost preferred options Hope that open source software will provide
savings Economic pressure may necessitate
innovation
Libraries feeling the pain of the economy
Increasing adoption in the United States and Canada
◦ Koha, Evergreen, OPALS Less interest in Asia, Europe, UK India
◦ NetGenLib, Koha Strong interest in Latin America
◦ Koha, ABCD
Open Source ILS
US: LibLime, Equinox, MediaFlex Aggressive marketing
◦ Concept of open source◦ Promotion of specific products
Struggling to meet expectations◦ Satisfaction lower than many companies offering
proprietary products◦ Some companies offering proprietary products
score much lower than open source
Open Source Companies
Many ILS products offered through traditional licensing continue to prosper
Some proprietary ILS products seeing significant numbers of library defections
Systems more mature and rich in features Balance of power among ILS vendors shifting Some libraries running proprietary ILS question
long-term viability and are exploring alternatives
Traditional ILS now the target of new alternative automation models
Proprietary Closed-source ILS
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)
Competing Models of Library Automation
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
ILS Online Catalog module no longer enough
Single point of entry to all aspects of library collections◦ Print + electronic; Books + articles + multimedia
Consolidated index of harvested content Relevancy-based search Modern interface techniques
◦ Facets, user-supplied content, search suggestions, recommendations
Focus on delivery
Rethinking Discovery
Initial products focused on technology◦ AquaBrowser, Endeca, Primo, Encore, VUfind◦ Mostly locally-installed software
Current phase focused on content indexes◦ Summon (Serials Solutions)◦ WorldCat Local (OCLC)◦ EBSCO Discovery Service (EBSCO)◦ All hosted services
Discovery product Trend
Summon from Serials Solutions New Discovery Service Consolidated index harvested from many
sources◦ ProQuest, Gale, etc◦ 300,000,000 articles represented◦ Full-text search + Citations
Local catalog data harvested, real-time link to holdings
Other local repositories harvested Others available through metasearch
EBSCO Discovery Service Consolidated index of EBSCOhost full-text
and citation data Reciprocal agreement with OCLC for
WorldCat.org data Pursuing agreements with other content
providers
Primo Central A hosted consolidated index of article-level
metadata and full-text Maintained by Ex Libris Available at no additional cost to Primo sites Available year-end 2009
Strong interest in offering social features to library users
Expected functionality in Next-gen catalogs Layer social features into legacy catalogs
◦ LibraryThing for Libraries◦ ChiliFresh – shared engine for resource reviews
Social Networking Technologies
Large portions of public libraries in the United States operate with no automation system, outdated systems, or products not suited for their type of library
Small rural libraries Many public libraries run PC-based systems built
for schools because the cannot afford more full-featured systems
Current automation options priced well above what libraries with limited resources can afford.
Cost of consortial participation can also exceed financial thresholds
Many libraries Not automated / Under automated
Strong interest in discovery interfaces Emerging interest in next-generation library
automation◦ Increasing proportions of electronic content and
complexity of operations push the limits of current system designs
Enterprise integration◦ Connect to campus authentication, courseware,
ERP, student management Need for digital preservation strategies and
products as these libraries build ever larger local digital collections
Academic Libraries
Strong interest in modernizing Web presence
Next-generation discovery systems◦ AquaBrowser, Encore, Endeca
Interest in technologies to streamline circulation◦ RFID – especially in new facilities◦ Self-check (barcode or RFID)◦ Automate Materials Handling
Public Libraries
Automatic Materials Handling
Transition to District-wide centralized automation
Integration with other administrative systems
Textbook management Access to age-appropriate pre-approved
Web content
School Libraries
Enterprise knowledge management Competitive intelligence gathering and
analysis Traditional automation tasks diminished Increasingly all virtual
Corporate Libraries
Widespread use of ISIS related software◦ Developed out of UNESCO, free but not open
source◦ Tens of thousands of libraries
Development of ABCD open source ISIS variant
Growing interest in Koha Increasing interest in commercial systems
from international vendors when economically possible
Library automation in the Developing World
Vendor hosted, Application Service Provider Increasing adoption by small and medium-sized
libraries Not a major trend for larger libraries Promoted by companies: more profitable for
them Libraries generally see lower overall costs,
more predictable budget model Systems and data managed more responsibly Hosted individual instances, not quite cloud
computing model WorldCat Local more like Cloud Computing
Software-as-a-Service (SaaS)
Strong interest in regional and statewide implementations
Open Source and Commercial◦ Georgia: Evergreen◦ Indiana: Evergreen (Early Phases)◦ British Columbia: Evergreen◦ Wyoming: SirsiDynix Unicorn◦ Hawaii: Horizon
Large-scale automation
WorldCat Local discovery service 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
WorldCat Local quick start 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
WorldCat Local automation platform Extend WorldCat Local to include
◦ Circulation◦ Delivery◦ Acquisitions◦ License Management
Positioned as Web-scale, cloud computing model, cooperative library system
Pilot sites being finalized; general availability in 2010
Closing thoughts Exciting time to be involved in library
systems More opportunities than ever Open source / Open access momentum Rethinking of library automation
fundamentals Fresh ideas can make a difference