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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 2014. April 9, 2014.

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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 2014

April 9, 2014

library technology guides
Library Technology Guides

  • American Libraries Library Systems Report
    • 2014 online edition published April 15
  • Perceptions Surveys
    • 2014edition recently published
  • Turnover Reports:
perceptions 2013
Perceptions 2013
  • Annual survey for Libraries
  • Satisfaction levels for
    • Company
    • Current ILS
    • Service
    • Loyalty
    • Migration Plans
  • 3002 Responses
  • 53 Countries
perceptions survey 2013
Perceptions Survey 2013
  • Product Satisfaction for Large Public Libraries
american libraries library systems report
American Libraries Library Systems Report
  • Library Systems Report 2014: Strategic Competition and Cooperation
    • Online Publication: April 15, 2014
    • Covers 2013+ calendar year activities
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 technology industry reports
Library Technology Industry Reports

American Libraries

Library Journal

  • 2014: Strategic Competition and Cooperation
  • 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
industry revenues
Industry Revenues
  • $1.8 billion global industry
  • $790 million from companies involved in the US
  • $485 million from US Libraries
industry giants
Industry Giants
  • Ex Libris:
    • 3,957 customer libraries
    • 536 FTE Employed
  • Innovative
    • 410 FTE employed
    • 1,640 libraries
  • SirsiDynix:
    • 3,595 libraries
    • 385 FTE Employed
innovative interfaces 2012 13
Innovative Interfaces 2012-13
  • 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
  • Global expansion
    • Dublin, Ireland
    • Noida, India
innovative interfaces 2014
Innovative Interfaces 2014
  • Innovative acquires Polaris Library Systems
  • Jim Carrick and partners sell shares and exit
  • No longer a separate company
    • Bill Schickling now VP for Public Library Products
    • Polaris office East Coast Operations center
sirsidynix acquires eos international
SirsiDynix acquires EOS International
  • Co-founder Scot Cheatham sells shares and exits
  • 1,100 mostly special libraries use EOS.Web
  • Common strategy for hosted solutions
ebsco information services
EBSCO Information Services
  • Internal Consolidation:
    • EBSCO Publishing + EBSCO Information Services
    • Tim Collins, President and CEO
      • Also named CEO of EBSCO Industries
  • Internal Consolidation
    • Kurt Sanford CEO (since July2011)
    • Serials Solutions brand retired
    • Worlflow Solutions under Kevin Sayer
follett library solutions
Follett Library Solutions
  • Internal Consolidation
    • Tom Schenck,President and CEO
    • Follett Library Software
    • Follett Library Resources
    • Follett Educational Resources
    • Follett International
lucidea corporation
Lucidea Corporation
  • Ron Aspe, President and CEO
  • SydneyPLUS
  • Inmagic
  • Cuadra Associates
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

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 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
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

LEAP: development of Web-based staff interfaces

Full integration of e-book discovery and lending

Partnership with 3M Cloud Library

Continues to see strong sales

Evolved ILS example: Polaris
  • 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
    • 194 personnel in development out of 536
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
innovative interfaces
Innovative Interfaces
  • Global company: Based in Emeryville, CA
  • Markets to all library types
  • Owned by HGGC and JMI Equity
  • 361 employees, 120 in development
  • International expansion
  • Acquired by Innovative in 2014
  • Major competitor for public libraries
  • Mid-sized company (97 employees)
  • Focus:
    • Market: US Public Libraries
    • Technology: MS Windows platform
  • Strong customer service performance
proquest workflow solutions
ProQuest: (Workflow Solutions)
  • Focus on Academic Libraries
  • Summon: first Web-scale Discovery Service
    • Summon 2.0 announced for summer 2013
  • Intota: Planned Library Services Platform (2015)
  • Continues to see new sales, especially internationally
  • Two flagship ILS products: Horizon and Symphony
    • Symphony winning 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 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
  • 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
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 2014
  • Additional grant from Mellon Foundation in 2012 to extend development
  • Version 1.0 Releasedfor Dec 2013
  • GOKb project started in 2012 for e-resource management
essential investments
Essential Investments
  • Many libraries operate with automation systems not well aligned to the composition of their collections
  • Library and campus tools may seem unsophisticatedand primitive relative to what students experience outside the campus domain
  • Practice of under-investment and deferred maintenance or replacements of library technology infrastructure
leadership and engagement
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

Leadership and Engagement