Advances in automation business and technology trends
This presentation is the property of its rightful owner.
Sponsored Links
1 / 48

Advances in Automation: Business and Technology Trends PowerPoint PPT Presentation


  • 97 Views
  • Uploaded on
  • Presentation posted in: General

Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding. Advances in Automation: Business and Technology Trends. Computers in Libraries 2013. April 9, 2013.

Download Presentation

Advances in Automation: Business and Technology Trends

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Advances in automation business and technology trends

Marshall Breeding

Independent Consultant, Author, and

Founder and Publisher, Library Technology Guides

http://www.librarytechnology.org/

http://twitter.com/mbreeding

Advances in Automation: Business and Technology Trends

Computers in Libraries 2013

April 9, 2013


Library technology guides

Library Technology Guides

www.librarytechnology.org


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


Sources

Sources

  • Library Journal Automation Marketplace Feature

    • 2013 editionpublished April 2

  • Perceptions Surveys

    • 2012 edition just published

    • http://www.librarytechnology.org/perceptions2012.pl

  • Turnover Reports:

    • http://www.librarytechnology.org/ils-turnover.pl?Year=2012

    • http://www.librarytechnology.org/ils-turnover-reverse.pl?Year=2012


Perceptions 2012

Perceptions 2012

  • http://www.librarytechnology.org/perceptions2012.pl

  • 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:

      http://www.librarytechnology.org/web/breeding/skyriver-vs-oclc/

  • 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

Search:

Web Site Content

Institutional Repositories

Aggregated Content packages

Search Results

Consolidated Index

E-Journals

CustomerProfile

Usage-generatedData

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

Policies

$$$

Funds

BIB

Vendor

Holding / Items

CircTransact

User

Integrated (for print) Library System

Public Interfaces:

Staff Interfaces:

Interfaces

Circulation

Cataloging

Acquisitions

Serials

OnlineCatalog

BusinessLogic

DataStores


2005 present ils erm fragmentation

Policies

LicenseTerms

BIB

Vendors

Holding / Items

CircTransact

User

Vendor

E-JournalTitles

$$$

Funds

2005 – Present ILS / ERM Fragmentation

Public Interfaces:

Staff Interfaces:

`

Application Programming Interfaces

Circulation

Cataloging

Acquisitions

Serials

OnlineCatalog

E-resourceProcurement

LicenseManagement

Protocols: CORE


New library management model

New Library Management Model

Unified Presentation Layer

Search:

Self-Check /Automated Return

Library Services Platform

`

Digital Coll

Consolidated index

Discovery Service

ProQuest

API Layer

StockManagement

EBSCO

Enterprise ResourcePlanning

Smart Cad / Payment systems

JSTOR

LearningManagement

AuthenticationService

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

OCLC

  • 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:

    • http://www.oclc.org/news/publications/annualreports/2012/2012.pdf


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


Polaris

Polaris

  • 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


Sirsidynix

SirsiDynix

  • 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

Koha

Evergreen

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


Evergreen

Evergreen

  • 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


  • Login