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Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides Advances in Automation: Business and Technology Trends. Computers in Libraries 2013. April 9, 2013.

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Advances in automation business and technology trends

Marshall Breeding

Independent Consultant, Author, and

Founder and Publisher, Library Technology Guides

Advances in Automation: Business and Technology Trends

Computers in Libraries 2013

April 9, 2013

Library technology guides

Library Technology Guides

Library journal automation marketplace

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



  • Library Journal Automation Marketplace Feature

    • 2013 editionpublished April 2

  • Perceptions Surveys

    • 2012 edition just published


  • Turnover Reports:



Perceptions 2012

Perceptions 2012


  • Annual survey for Libraries

  • Satisfaction levels for

    • Company

    • Current ILS

    • Service

    • Loyalty

    • Migration Plans

  • 3030 Responses

  • 67 Countries

Perceptions survey 2012

Perceptions Survey 2012

  • Product Satisfaction for Medium to Large Public Libraries

Lj automation marketplace

LJ Automation Marketplace

Annual Industry report published in Library Journal:

  • 2013: Rush to Innovate

  • 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

Industry revenues

Industry Revenues

  • $1.8 billion global industry

  • $770 million from companies involved in the US

  • $475 million from US Libraries

Industry giants

Industry Giants

  • Ex Libris:

    • 3,729 customer libraries

    • 522 FTE Employed

  • SirsiDynix:

    • 3,616 libraries

    • 369 FTE Employed

  • Innovative

    • 341 FTE employed

    • 1436 libraries

Personnel resources

Personnel Resources

Personnel resources open source

Personnel Resources: Open Source

Mergers and acquisitions activity

Mergers and Acquisitions Activity

Mergers and acquisitions

Mergers and Acquisitions

Innovative interfaces

Innovative Interfaces

  • Majority acquisition by 2 private Equity Firms:

  • Huntsman Gay Global Capital + JMI Equity

  • New C-level management

    • Kim Massana, CEO

  • Subsequent Transaction: Kline sells remaining shares and exits

Iii calls ceasefire with oclc

III calls ceasefire with OCLC

  • Drops pending anti-trust lawsuit

    • Library Technology Guides resource on lawsuit:

  • Folds SkyRiver Technologies into III

    • Same ownership structure as Innovative

    • Will continue to offer competitive bibliographic services

    • Knowledge bases an important asset

Ex libris group

Ex Libris Group

  • 2012 - Golden Gate Capital

  • 2008 – 2012Leeds Equity Partners

  • 2006 – 2008Francisco Partners

  • Golden Gate Capital acquired Geac in Nov 2005

    • Now Infor Library and Information Systems

Web scale index based discovery

Web-scale Index-based Discovery

ILS Data

(2009- present)

Digital Collections


Web Site Content

Institutional Repositories

Aggregated Content packages

Search Results

Consolidated Index




Reference Sources

Pre-built harvesting and indexing

Discovery service statistics

Discovery Service Statistics

Recent ils industry contracts

Recent ILS Industry Contracts

Transition to library services platforms

Transition to Library Services Platforms

  • New platforms take the stage

    • Ex Libris Alma, OCLC WorldShare Management Services, Serials Solutions Intota, Kuali OLE, Innovative Interfaces Sierra(others?)

    • Basic design to manage resources of all formats and media

    • Reliance on collaboratively built and shared data models

    • Deployed through cloud technologies

Integrated for print library system






Holding / Items



Integrated (for print) Library System

Public Interfaces:

Staff Interfaces:









2005 present ils erm fragmentation





Holding / Items







2005 – Present ILS / ERM Fragmentation

Public Interfaces:

Staff Interfaces:


Application Programming Interfaces








Protocols: CORE

New library management model

New Library Management Model

Unified Presentation Layer


Self-Check /Automated Return

Library Services Platform


Digital Coll

Consolidated index

Discovery Service


API Layer



Enterprise ResourcePlanning

Smart Cad / Payment systems




Other Resources

Library services platforms

Library Services Platforms

Library services platform

Library Services Platform

  • Library-specific software. Designed to help libraries automate their internal operations, manage collections, fulfillment 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

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

    • Bibframe

    • New structures not yet invented

  • Open APIs for extensibility and interoperability

Development schedule

Development Schedule

Integrated library systems

ILS products continue to evolve

Continue to be appropriate for libraries with active physical collections

Public Libraries

Development trajectory must include

Integration of e-book lending

Service-oriented architecture

Improved support for non-print materials

Evolved ILS will eventually resemble library services platforms

Integrated Library Systems?

Evolved ils example polaris

Basic structure of an ILS

APIs available for extensibility

Full integration of e-book discovery and lending

Partnership with 3M Cloud Library

Continues to see strong sales

Evolved ILS example: Polaris

Notable companies

Notable Companies

Advances in automation business and technology trends


  • Non-profit corporation based in Dublin Ohio

  • $203.5 million revenue 2011/12 fiscal year

  • $57 million in scope of automation industry

  • Owned and Governed by membership: Board of Trustees, Global and Regional Councils

  • Lawsuit between SkyRiver / Innovative vs OCLC withdrawn

  • Annual Reports available:


Ex libris

Ex Libris

  • Largest company in the industry

  • Formidable competition for Academic Libraries

  • Global marketing strength

    • Europe, Asia, North America

    • Latin American distributor

  • Longstanding business strategy based on research and development

    • 189 personnel in development out of 522

Ex libris product strategy

Ex Libris Product Strategy

  • Legacy ILS remain viable and profitable

    • Aleph – Many national and large research library installations

    • Voyager – Many national and academic research

      • Customer base seeing some erosion to competing systems

  • Alma developed as replacement for Aleph, Voyager and to attract new academic clients

    • Academic libraries running non-specialized ILS targets for Alma

Serials solutions

Serials Solutions

  • Focus on Academic Libraries

  • Summon: first Web-scale DiscoveryService

    • Summon 2.0 announced for summer 2013

  • Intota: Planned Library Services Platform



  • Major competitor for public libraries

  • Mid-sized company (86 employees)

  • Focus:

    • Market: US Public Libraries

    • Technology: MS Windows platform

  • Strong customer service performance

Polaris user interface strategy

Polaris user interface strategy

  • Positions PowerPAC as discovery service

    • Relevancy, facets, book jackets, etc.

  • Almost all implementations use PowerPAC except when already in place:

    • Phoenix: Endeca

    • Boston Public: BiblioCommons

  • E-book integration with 3M Library Systems

    • Example of aggressive integration strategy



  • Continues to see new sales, especially internationally

  • Two flagship ILS products: Horizon and Symphony

    • Symphonywinning new sites, mostly outside the US

    • Revival of development and support for Horizon

Sirsidynix product strategy

SirsiDynix Product Strategy

  • Layer new technologies on the old

  • Web Services layer for Horizon and Symphony

  • New “BLUE Cloud” suite

    • Enterprise

    • Portfolio

    • BookMyne

    • Social Library (Facebook app)

  • eResource Central

    • e-resource management and discovery (mostly e-books)

    • 1-click check-out and download of e-books

Open source integrated library systems

Major thread in library systems development



Kuali OLE

Open Source Integrated Library Systems

Open source automation systems

Open Source Automation Systems

  • Koha

    • Small to mid-sized public and academic libraries

    • Used by several consortia(SKLS)

  • Evergreen

    • Designed for Library Consortia

  • Kuali OLE

    • Designed for large research libraries

Koha libraries worldwide

Koha Libraries Worldwide



  • Popular system for state funded initiatives

    • Georgia Pines

    • Virginia Evergreen

    • Indiana Evergreen

    • Pennsylvania Integrated Library System: SPARKS

    • Massachusetts: CW/MARS, Bibliomation, Merimack

    • British Columbia SITKA

    • North Carolina Cardinal

    • Vermont: new Catamount project

Evergreen libraries worldwide

Evergreen Libraries Worldwide

Kuali ole

Kuali OLE

  • Enterprise level library services platform

  • Financial and in-kind contributions from investing institutions

  • Matched by the Andrew W. Mellon Foundation

  • Major academic libraries in the US involved as original investing partners

  • UK: Senate House Library + Bloomsbury Colleges now committed in principal

Kuali ole timetable

Kuali OLE Timetable

  • In development since 2009

  • Some libraries may go live in 2013

  • Additional grant from Mellon Foundation in 2012 to extend development

  • Version 1.0 scheduled for Dec 2013

  • GOKb project started in 2012 for e-resource management

Time to invest in technology

Time to Invest in Technology

  • Libraries in general lack the proper tools to manage and deliver access to their reshaped collections

  • Library and campus tools may seem stilted and primitive relative to what students experience outside the campus domain

  • Tradition of under-investment and deferred maintenance or replacements of technology infrastructure in the library

  • Dearth of transformative technology options?

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

Time to engage

Questions and discussion

Questions and discussion

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