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ADVANCES IN AUTOMATION: BUSINESS AND TECHNOLOGY TRENDS
Marshall BreedingIndependent Consultant, Author, andFounder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreeding
April 9, 2013 Computers in Libraries 2013
Library Technology Guides
www.librarytechnology.
org
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
Library Journal Automation Marketplace Feature 2013 edition published April 2
Perceptions Surveys 2012 edition just published http://www.librarytechnology.org/perception
s2012.pl Turnover Reports:
http://www.librarytechnology.org/ils-turnover.pl?Year=2012
http://www.librarytechnology.org/ils-turnover-reverse.pl?Year=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
Product Satisfaction for Medium to Large Public Libraries
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
$1.8 billion global industry
$770 million from companies involved in the US
$475 million from US Libraries
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 ResourcesCompany Dev Sup Sales Admin Other Total
OCLC 1250Ex Libris 189 222 53 46 12 522SirsiDynix 86 168 52 22 41 369Follett Software Company
78 151 81 31 341
Innovative Interfaces, Inc.
89 161 53 31 7 341
Serials Solutions 131 51 51 3 20 256The Library Corporation
39 91 28 13 28 199
Polaris Library Systems
27 46 18 2 93
VTLS Inc. 29 37 9 7 4 86Book Systems, Inc. 15 22 16 4 2 59EOS International 13 12 17 4 3 50Auto-Graphics, Inc. 11 7 6 4 7 35
Personnel Resources: Open Source
Company Dev Sup
Sales Admin
Other
Total
PTFS -- LibLime
5 16 3 8 8 155
Equinox Software
4 6 3 5 2 20
ByWater Solutions
3 12 2 4 1 13
Mergers and Acquisitions Activity
Mergers and Acquisitions
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
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
2012 - Golden Gate Capital 2008 – 2012 Leeds Equity
Partners 2006 – 2008 Francisco Partners
Golden Gate Capital acquired Geac in Nov 2005 Now Infor Library and Information Systems
Web-scale Index-based Discovery
Search:
Digital Collections
Web Site ContentInstitution
al Repositori
es
…E-Journals
Reference Sources
Search Results
Pre-built harvesting and indexing
Conso
lidate
d In
dex
ILS Data
Aggregated Content packages
(2009- present)
Usage-generate
dData
Customer
Profile
Discovery Service Statistics
Discovery Product200
7200
8 2009 2010201
1 2012Installed
EBSCO Discovery Serv ~3961Primo 12 37 53 506 111 101 1151AquaBrowser 55 339 64 69 74 58 Encore 72 72 109 56 72 365LS2 PAC 46 77 58 88 73 305Summon 50 164 214 158 504SirsiDynix Enterprise 16 75 100 102 328Civica Sorcer 7 12 22 3 Axiell Arena 61 57 33 104 247Chamo 10 34 7 23 86
Recent ILS Industry Contracts
Company Product 2009 2010 2011 2012OCLC WMS 184 163Innovative Interfaces
Sierra 206 117
Ex Libris Alma 8 24 17SirsiDynix Symphony - 126 122 104Innovative Interfaces
Millennium 45 39 32 30
Library Corporation
Library.Solution 30 43 48 13
Ex Libris Aleph 47 39 25 26VTLS Virtua 18 22 13 14Polaris Polaris ILS 33 23 53 30Biblionix Apollo 55 87 79 80ByWater Solutions
Koha 7 44 54 34
PTFS LibLime LibLime Academic Koha
7 5
PTFS LibLime LibLime Koha 44 27 37Equinox Software
Evergreen 18 15 21 37
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
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
Cataloging Acquisitions Serials OnlineCatalog
Public Interfaces:
Interfaces
BusinessLogic
DataStores
2005 – Present ILS / ERM Fragmentation
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
CatalogingAcquisitionsSerials OnlineCatalog
Public Interfaces:
Application Programming Interfaces
`
LicenseManagement
LicenseTerms
E-resourceProcurement
VendorsE-Journal
Titles
Protocols: CORE
Con
solid
ate
d in
dex
Unified Presentation LayerSearch:
Digital Coll
ProQuest
EBSCO…
JSTOR
Other Resour
ces
New Library Management Model
`
API Layer
Library Services Platform
LearningManageme
nt
LearningManageme
nt
Enterprise ResourcePlanning
Enterprise ResourcePlanning
StockManageme
nt
StockManageme
nt
Self-Check /
Automated Return
Self-Check /
Automated Return
Authentication
Service
Authentication
Service
Smart Cad /
Payment systems
Smart Cad /
Payment systems
Discovery
Service
Library Services Platforms
Category WorldShare Management Services
Alma Intota Sierra Services Platform
Kuali OLE
Responsible Organization
OCLC. Ex Libris Serials Solutions
Innovative Interfaces, Inc
Kuali Foundation
Key precepts Global network-level approach to management and discovery.
Consolidate workflows, unified management: print, electronic, digital; Hybrid data model
Knowledgebase driven. Pure multi-tenant SaaS
Service-oriented architectureTechnology uplift for Millennium ILS. More open source components, consolidated modules and workflows
Manage library resources in a format agnostic approach. Integration into the broader academic enterprise infrastructure
Software model
Proprietary Proprietary
Proprietary Proprietary Open Source
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
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
WorldShare Management Services
Alma Intota Sierra Services Platform
Kuali OLE
General Release in July 2011~100 now in production
Several development partners and early adopters in production
Libraries in production by 2014
200+ contracts completed, many libraries in production (~100?)
Version 1.0 expected Dec 2013Partners begin migration in 2013
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
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
Notable Companies
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
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
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
Focus on Academic Libraries Summon: first Web-scale Discovery
Service Summon 2.0 announced for summer 2013
Intota: Planned Library Services Platform
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 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
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
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 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
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
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
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 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
Questions and discussion
Recommended