The Next Generation of Library Automation and Discovery: Key Issues and Trends

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Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding. The Next Generation of Library Automation and Discovery: Key Issues and Trends. WiLSWorld Conference. July 25, 2012. Summary. - PowerPoint PPT Presentation

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The Next Generation of Library Automation and Discovery: Key Issues and TrendsMarshall BreedingIndependent Consult, Author, Founder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreeding

July 25, 2012WiLSWorld ConferenceSummaryLibraries today face incredible challenges as they face challenges brought on by shifts in their collections to include ever increasing of electronic content, never-ending budget pressures, and rising expectations by their customers for instant access to information. In response to these challenges, libraries demand more effective and efficient automation solutions with requirements for additional features and functionality aligned with these new realities that may not have been present in previous automation products. In the past, libraries could gain adequate automation by choosing the best integrated library system that fit their technical requirements and budget. Now, for better or worse, many choices now exist that represent quite different paths, including decisions regarding open source versus proprietary products, evolutionary ILS versus new-generation library services platforms, online catalogs versus discovery services, locally implemented versus cloud-based deployment. Marshall Breeding will present an overview of the current library automation landscape, highlighting the advantages and concerns presented by this new slate of alternatives.Library Technology Guides

www.librarytechnology.orgILS Turnover Report

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Mergers and Acquisitions

http://www.librarytechnology.org/automationhistory.plKey Context: Libraries in TransitionAcademic Shift from Print > ElectronicE-journal transition largely completeCirculation of print collections slowingE-books now in play (consultation > reading)Public: Emphasis on Patron EngagementIncreased pressure on physical facilities Increased circulation of print collectionsDramatic increase in interest in e-booksAll libraries:Need better tools for access to complex multi-format collectionsStrong emphasis on digitizing local collectionsDemands for enterprise integration and interoperabilityKey Context: Technologies in transitionClient / Server > Web-based computingBeyond Web 2.0Integration of social computing into core infrastructureLocal computing shifting to cloud platformsApplication Service Provider offerings standardNew expectations for multi-tenant software-as-a-serviceFull spectrum of devices full-scale / net book / tablet / mobileMobile the current focus, but is only one example of device and interface cyclesKey Text: Changed expectations in metadata managementMoving away from individual record-by-record creation Life cycle of metadata Metadata follows the supply chain, improved and enhanced along the way as neededManage metadata in bulk when possibleE-book collectionsHighly shared metadata E-journal knowledge bases, e.g.Great interest in moving toward semantic web and open linked dataVery little progress in linked data for operational systemsAACR2 > RDA MARC > RDF (Library of Congress bibliographic framework transition)http://www.loc.gov/marc/transition/Each Library Type DistinctiveAcademic Public School SpecialAcademic: Emphasis on subscribed electronic resourcesPublic: Engaged in the management of print collectionsDramatic increase in interest in E-books School: Age-appropriate resources (print and Web), textbook and media managementSpecial: Enterprise knowledge management (Corporate, Law, Medical, etc)Cooperation and Resource sharingEfforts on many fronts to cooperate and consolidateMany regional consortia merging (Example: suburban Chicago systems)State-wide or national implementationsSoftware-as-a-service or cloud based implementationsMany libraries share computing infrastructure and data resourcesEach Library Type DistinctiveAcademic Public School SpecialAcademic: Emphasis on subscribed electronic resourcesPublic: Engaged in the management of print collectionsDramatic increase in interest in E-books School: Age-appropriate resources (print and Web), textbook and media managementSpecial: Enterprise knowledge management (Corporate, Law, Medical, etc)Cooperation and Resource sharingEfforts on many fronts to cooperate and consolidateMany regional consortia merging (Example: suburban Chicago systems)State-wide or national implementationsSoftware-as-a-service or cloud based implementationsMany libraries share computing infrastructure and data resourcesStatus Quo Sustainable?ILS for management of (mostly) printDuplicative financial systems between library and campusElectronic Resource Management (non-integrated with ILS)OpenURL Link Resolver w/ knowledge base for access to full-text electronic articlesDigital Collections Management platforms (CONTENTdm, DigiTool, etc.)Institutional Repositories (DSpace, Fedora, etc.)Discovery-layer services for broader access to library collectionsNo effective integration services / interoperability among disconnected systems, non-aligned metadata schemes

Academic Library IssuesGreater concern with electronic resourcesManagement: Need for consolidated approach that balances print, digital, and electronic workflowsAccess: discovery interfaces that maximize the value of investments in electronic contentCloud ComputingMajor trend in Information TechnologyFew organizations have core competence in large-scale computer infrastructure managementEssentially outsourcing of server housing and managementUsually based on a consumption-based business modelMost new automation products delivered through some flavor of cloud computingMany flavors to suit business needs: public, private, hybridSoftware as a ServiceMulti Tennant SaaS is the modern approachOne copy of the code base serves multiple sitesSoftware functionality delivered entirely through Web interfacesNo workstation clientsUpgrades and fixes deployed universallyUsually in small incrementsData as a serviceSaaS provides opportunity for highly shared data modelsWorldCat: one globally shared copy that serves all librariesPrimo Central: central index of articles maintained by Ex Libris shared by all libraries implementing Primo / Primo CentralKnowledgeWorks database of of e-journal holdings shared among all customers of Serials Solutions productsGeneral opportunity to move away from library-by-library metadata management to globally shared workflowsOpen SystemsAchieving openness has risen as the key driver behind library technology strategiesLibraries need to do more with their dataAbility to improve customer experience and operational efficienciesDemand for InteroperabilityOpen source full access to internal program of the applicationOpen APIs expose programmatic interfaces to data and functionalityMobile Computing

Challenge: Disjointed approach to information and service deliveryLibrary Web sites offer a menu of unconnected silos:Books: Library OPAC (ILS online catalog module)Articles: Aggregated content products, e-journal collectionsOpenURL linking servicesE-journal finding aids (Often managed by link resolver)Subject guides (e.g. Springshare LibGuides)Local digital collectionsETDs, photos, rich media collectionsMetasearch enginesDiscovery Services often just another choice among manyAll searched separatelyOnline CatalogBooks, Journals, and Media at the Title LevelNot in scope:ArticlesBook ChaptersDigital objectsWeb site contentEtc.Scope of SearchSearch: Search ResultsILS DataNext-gen Catalogs or Discovery Interface (2002-2009)Single search boxQuery toolsDid you meanType-aheadRelevance ranked results (for some content sources)Faceted navigationEnhanced visual displaysCover artSummaries, reviews,Recommendation servicesDiscovery Interface search modelSearch: Digital CollectionsProQuestEBSCOhostMLA BibliographyABC-CLIOSearch ResultsReal-time query and responsesILS DataLocal IndexMetaSearch EngineDiscovery Products

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

Differentiation in DiscoveryProducts increasingly specialized between public and academic librariesPublic libraries: emphasis on engagement with physical collectionAcademic libraries: concern for discovery of heterogeneous material types, especially books + articles + digital objectsDiscovery from Local to Web-scaleInitial products focused on technologyAquaBrowser, Endeca, Primo, Encore, VuFind, LIBERO Uno, Civica Sorcer, Axiell ArenaMostly locally-installed softwareCurrent phase is focused on pre-populated indexes that aim to deliver Web-scale discoveryPrimo Central (Ex Libris)Summon (Serials Solutions)WorldCat Local (OCLC)EBSCO Discovery Service (EBSCO)Encore with Article Integration (no index, though)Web-scale Index-based DiscoverySearch: Digital CollectionsWeb Site ContentInstitutional RepositoriesE-JournalsReference SourcesSearch ResultsPre-built harvesting and indexingConsolidated IndexILS DataAggregated Content packages

(2009- present)Web-scale Search ProblemSearch: Search ResultsPre-built harvesting and indexingConsolidated Index???Non ParticipatingContent SourcesProblem in how to deal with resources not provided to ingest into consolidated indexDigital CollectionsWeb Site ContentInstitutional RepositoriesE-JournalsILS DataAggregated Content packagesEncore SynergySearch: Digital CollectionsProQuestLocal IndexILS DataWeb ServicesLocal Index ResultsLocal Index ResultsRemote Search ResultsEBSCOhostMLA BibliographyABC-CLIO

Consolidated indexSearch EngineUnified Presentation Layer

Search: Digital CollProQuestEBSCOJSTOROther ResourcesNew Library Management Model`API LayerLibrary Services PlatformLearningManagementEnterprise ResourcePlanningStockManagementSelf-Check /Automated ReturnAuthenticationServiceSmart Cad / Payment systemsDiscovery ServiceAdoption of Discovery ServicesNext-gen catalogs or discovery services have been around since 2002Many mature productsContinuing to evolve and ex