Library Tech and Biz Trends

1. Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides http://librarytechnology.org/ http://twitter.com/mbreeding Library Tech and Biz Trends #ili2015 Internet Librarian International 2015 20 October 2015

2. Description • The success of libraries depends to a large extent on the technology tools that they have in place. Marshall Breeding will highlight today's major trends and explore how librarians and information professionals should respond in order to maximise the potential of new developments 

3. Library Technology Guides www.librarytechnology.org

4. Library and Tech Trends

5. Fundamental trends in Academic Libraries • Increased diversity and complexity of collections: • Electronic, Digital, Print • Collection budgets skewed toward subscriptions to electronic content resources (~70-95%) • Personnel resources disproportionately allocated to supporting print • Demand for strong integration with campus infrastructure (Authentication, Financial, Student, VLE) • Involvement with Research Data • Emphasis on role in student learning performance • Increase impact and lower costs through collaboration

6. Academic Tech Trends • Comprehensive Resource Management • Library Services Platforms • Article-level index-based discovery • Discoverability beyond library-provided interfaces • Open Linked Data; Schema.org, BIBFRAME, • API ecosystem • Declining, but targeted investments in RFID

7. Public Library Trends • Print collections remain strong • Circ transactions many multiples higher than academics • Collection Budgets skewed toward print • E-book lending a routine service • Minority component of collection budget • Deep satisfaction with pricing and business models offered by publishers

8. Public Tech Trends • Model of the Library Management system persists • Gradual evolution toward Web-based interfaces • No current offerings based on true multi-tenant platforms • Programs and services designed to strengthen patron engagement • Hosted: Managed services • RFID-based self-service routine for mid-sized to large public libraries (uneven by international region)

9. E-book lending • High demand for integration technologies • E-book lending fully blended within the library’s own online catalog or discovery interface • Simple selection, download, and reading of e-books • Librarians demand fair pricing models • Publishers continue to fear impact on sales • Impose policies that create more friction

10. Functionality Trends

11. Legacy: Fragmented Environment • Integrated Library System for management of (mostly) print • Duplicative financial systems between library and university • Electronic Resource Management • E-Resource knowledge base and Link Resolver • A-Z e-journal lists and other finding aids • Interlibrary loan (borrowing and lending) • Digital Collections Management platforms (CONTENTdm, DigiTool, etc.) • Separate systems for archival materials and special collections • Discovery-layer services for broader access to library collections • No effective integration services / interoperability among disconnected systems, non-aligned metadata schemes

12. Cycles of fragmentation > unification • Early Phase: Modular automation • Integrated Library Systems • Proliferation of systems to manage electronic resources and digital collections • Current unification phase: library services platforms bring together print and electronic resource management • Next phase? Bring archival and digital assets under common management platform

13. Library Services Platform • Library-specific software. Technical infrastructure to help libraries automate their internal operations, manage collections, fulfillment requests, and deliver services • Services • Services-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

14. Library Services Platforms – Functional • Manages electronic and print formats of materials • Replaces multiple incumbent products • Extensive Metadata Management • Multiple procurement workflows • Knowledgebases • Built-in collection analytics • Decision support for collection development

15. Library Services Platforms – Technical • Beyond Client/Server Computing • Multi-tenant platforms • Web-based interfaces • Services-oriented architecture • Exposes APIs for extensibility and interoperability • Interoperable

16. 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

17. Library Services Platform Installations

18. 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

19. Discovery Service Statistics

20. Resource Management Models

21. Development Timeline for Library Services Platforms

22. Changing models of Resource Sharing

23. Integrated Library System Branch 6 Branch 5 Branch 4 Branch 8 Branch 2 Branch 1 Branch 7 Branch 3 Main Facility Search: Holdings Patrons useCirculation featuresto request itemsfrom other branches Model: Multi-branchIndependentLibrary System Floating Collectionsmay reduce workload for Inter-branchtransfers BibliographicDatabase Library System

24. Consortial Resource Sharing System Resource Sharing Application Branch 5 Branch 7 Branch 3 Branch 2 Branch 1 Branch 4 Branch 5 Branch 8 Branch 6 Branch 7 Branch 8 Branch 4 Branch 7 Branch 5 Branch 4 Branch 3 Branch 1 Branch 1 Branch 2 Branch 6 Branch 3 Branch 6 Branch 8 Branch 2 Branch 6 Branch 7 Branch 8 Branch 1 Branch 2 Branch 3 Branch 7 Branch 4 Branch 5 Branch 8 Branch 1 Branch 2 Branch 6 Branch 4 Branch 5 Branch 4 Branch 3 Branch 2 Branch 1 Branch 3 Branch 7 Branch 6 Branch 5 Branch 8 Main Facility Main Facility Main Facility Main Facility Main Facility Main Facility Discovery and Request Management Routines Search: NCIP NCIP Holdings Holdings Holdings Holdings Holdings Holdings NCIP NCIP BibliographicDatabase BibliographicDatabase BibliographicDatabase BibliographicDatabase BibliographicDatabase BibliographicDatabase BibliographicDatabase Inter-System Communications NCIP SIP ISO ILL Z39.50 Staff Fulfillment Tools Library System D Library System E Library System A Library System C Library System B Library System F NCIP NCIP

25. Shared Consortial ILS Library 6 Library 1 Library 8 Library 7 Library 10 Library 4 Library 3 Library 2 Library 9 Library 5 Search: Holdings ILS configured To support Direct consortial Borrowing throughCirculation Module Model: Multipleindependentlibraries in a Consortium Share an ILS BibliographicDatabase Shared Consortia System

26. Benefits of shared infrastructure • Increased cooperation and resource sharing • Collaborative collection management • Lower costs per institution • Greater universe of content readily available to patrons • Avoid add-on components for union catalog and resource requests and routing

27. Shared infrastructure Projects • Orbis Cascade • WHELF • South Australia • Ireland Public Libraries • JULAC • California State University • University System of Georgia • Complete Florida Plus Program • University of Wisconsin system

28. Business and Industry Trends

29. Library Technology Industry Reports American Libraries Library Journal • 2014: Strategic Competition and Cooperation • 2015: Operationalizing Innovation • 2013: Rush to Innovate • 2012: Agents of Change • 2011: New Frontier • 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

30. Library Systems Report 2015 “Operationalizing innovation” http://americanlibrariesmagazine.org/2015/05/01/library-systems-report/

31. Industry Revenues • $1.8 billion global industry • $805 million from companies involved in the US • $495 million from US Libraries

32. Business Climate • Generally growing and profitable • Able to attract interest of large risk-adverse investors • Long-term prospects matter more than short-term profitability • Ex Libris speculated to have lower profitability due to higher R&D costs, but deemed a good long-term investment

33. Ownership models • Private Equity • Innovative (HCCG, JMI) • SirsiDynix (ICV) • Family owned • Follett • EBSCO • ProQuest (Snyder / Goldman Sachs) • Ex Libris – A ProQuest Company • Membership owned • OCLC

34. Trend: Increased vertical integration Companies offer ever more broad scope of products and services

35. Overlap between Content and Technology • Content companies ever more deeply extended into resource management and discovery technologies • Technology companies involved in content creation and integration • E-resource Knowledgebases (Journal level) • Discovery indexes (Article level) • Content companies well positioned to create knowledge bases and indexes

36. Mergers and Acquisitions http://librarytechnology.org/mergers

37. Personnel Resources 2014

38. Innovative Interfaces, Inc. • Transition from founder to Investor ownership • Global expansion • Acquisition of Polaris • Acquisition of VTLS • Evolutionary development model

39. SirsiDynix • Product of decades of consolation of directly competing ILS Companies: • Sirsi > Dynix > DRA > Inlex > MultiLIS > NOTIS > Ameritech > epixtech > DataPhase • Transition of ownership: Vista Equity Partners > ICV • Hybrid development: Legacy + BLUEcloud

40. Bibliotheca acquires 3M Library Services • Intellident (UK) • Bibliotheca RFID (Europe) • ITG (US) • Aturis Group (Belgium, Netherlands, Germany) • MultiSystems (partnership in Brazil) • 3M Library Services

41. Bibliotheca e-book strategy • Continue and rebrand 3M Cloud Library • Fold nascent opus into Cloud Library • Expand from US to International • Overdrive still dominant provider of library e-books

42. Acquisition of Ex Libris by ProQuest • Still primarily a content company • Full arsenal of resource management products (“workflow solutions”) • Alma • Intota Analytics • 360 Suite (core, Link) • Discovery Services • Primo • Summon

43. ProQuest • Database creation and aggregation • ProQuest Platform • Print acquisition pipeline:Couts, MyiLibrary • Academic E-books: ebrary + EBL = Ebook Central • Discovery Technology: Summon • Resource management • 360 Resource Manager • 360 Link • Intota (Print + electronic)

44. EBSCO Information Services • Subject Indexing: EBSCO databases • Content aggregation: EBSCOhost platform • Discovery Technology: EBSCO Discovery Service • Print acquisition pipeline: YBP, GOBI3 • Serials Acquisition pipeline • EBSCO Subscription Services • E-books (academic) • Resource management / workflow strategy • Integrate with all Library Management Systems

45. Questions and discussion