Presentation for LIS 531 R Library Automation Systems

Presentation for: LIS 531 R: Library Automation Systems Library Automation Landscape Current themes in the companies, products, and technologies Marshall Breeding Director for Innovative Technologies and Research Vanderbilt University http: //staffweb. library. vanderbilt. edu/breeding http: //www. librarytechnology. org/

Summary � Marshall Breeding will present an overview of the library automation industry, focusing especially on the shaping of the business environment, and on recent product and technology trends. The library automation landscape has become increasingly interesting with new dynamics of proprietary and open source products, and new models of commerce. While the ILS continues as the core business software in libraries, ancillary products have emerged that fill the ever-widening gap of functionality not addressed by the ILS. A new generation of discovery interfaces, including both proprietary and open source alternatives, has emerged to displace the much-maligned OPAC. These products offer a more modern interface and address a broader view of library collections, spanning print and electronic content.

Library Technology Guides � http: //www. librarytechnology. org �Repository for library automation data �Lib-web-cats tracks 39, 000 libraries and the automation systems used. ◦ Expanding to include more international scope �Announcements and developments made by companies and organizations involved in library automation technologies

Lib-web-cats � Started building database in 1995 � Most comprehensive resource for tracking ILS and other library automation products � Many state library agencies do not keep accurate records of library automation data � Problem: how to resolve remaining “Unknown” libraries. ◦ No Web site, no reliable e-mail contact

ILS Products in CT Public Libraries

ILS Products in CT Academic Libraries

LJ Automation Marketplace Annual Industry report published in Library Journal: � 2009: � 2008: � 2007: � 2006: � 2005: � 2004: � 2003: � 2002: Investing in the Future Opportunity out of turmoil An industry redefined Reshuffling the deck Gradual evolution Migration down, innovation up The competition heats up Capturing the migrating customer

ILS Sales Statistics: total System Name AGent VERSO 2001 2002 2003 14 19 2004 2005 2006 2007 2008 6 23 15 54 47 Evergreen 24 6 Voyager 50 44 35 22 34 12 4 ALEPH 500 80 58 51 53 83 67 29 Vubis Smart 13 34 54 56 60 56 40 26 46 95 95 11 64 30 57 40 V-Smart Millennium 157 136 144 119 107 Koha (Classic/ZOOM) Library. Solution 79 70 73 Carl. X / Carl. Solution 5 58 41 34 35 32 1 3 10 0 0 12 21 20 37 39 54 32 Unicorn 117 207 124 134 91 71 121 56 108 Horizon 126 114 168 193 147 94 15 0 37 60 67 35 25 27 30 39 Polaris ILS Virtua

ILS Sales: Selected Companies 250 200 Voyager ALEPH 500 Vubis Smart +V-Smart 150 Millennium Koha (Classic / ZOOM) Library. Solution Carl. X / Carl. Solution 100 Polaris Unicorn Virtua 50 0 1 2 3 4 5 6 7 8

ILS Sales: Polaris 60 50 40 30 Polaris 20 10 0 2001 2002 2003 2004 2005 2006 2007 2008

ILS Sales: Millennium 180 160 140 Millennium 120 100 80 60 40 2001 2002 2003 2004 2005 2006 2007 2008

ILS Sales: Koha 60 50 40 30 20 Koha (Classic / ZOOM) 10 0 2006 2007 2008

Installations: Millennium Total Installations 1 600 1 400 1 200 1 000 800 600 400 Millennium 200 0 2001 2002 2003 2004 2005 2006 2007 2008

Company Personal Totals Composite Endeavor + Ex Libris Composite Sirsi + Dynix Auto-Graphics, Inc. Book Systems, Inc. Civica COMPanion Corp. EOS International Equinox Software Follett Software Company Infor Library Solutions Inmagic, Inc. Innovative Interfaces, Inc. Lib. Lime The Library Corporation Polaris Library Systems Serials Solutions Softlink America Inc. Sydney. PLUS Talis VTLS Inc. 2002 367 860 45 88 34 86 69 2003 382 839 42 59 34 86 69 2004 408 789 42 58 35 62 72 2005 417 679 32 53 130 63 79 2006 393 629 32 50 322 65 82 266 127 44 268 240 104 45 285 220 104 40 285 245 105 40 295 173 105 180 65 189 67 210 68 75 65 80 65 94 56 97 59 100 104 93 95 370 77 40 295 6 210 66 78 104 60 83 75 2007 418 491 36 57 379 67 82 6 404 75 55 310 14 191 69 102 115 60 84 86 2008 467 450 38 63 392 67 79 13 402 72 55 326 28 204 76 142 132 60 77 97

Customer Support Ratios Company Supported Systems Polaris Library Systems Polaris Support Installed Ratio Staff Sites 38 269 7. 1 Innovative Interfaces, Millennium Inc. The Library Corporation Library. Solution, Carl. X 176 1348 7. 7 87 734 8. 4 Ex Libris Aleph, Voyager 198 4593 23. 2 Auto-Graphics AGent/Verso 9 244 27. 1 VTLS Virtua 41 936 22. 8 Infor Vubis Smart, Advance, PLUS, Vubis Original 2 140 70. 0 3 308 102. 7 Lib. Lime Koha

Perceptions Reports � Perceptions 2008: an international survey of library automation ◦ http: //www. librarytechnology. org/perceptions 2008. pl ◦ 1, 340 Responses from 51 countries � Perceptions 2007: an international survey of library automation ◦ http: //www. librarytechnology. org/perceptions 2007. pl

ILS Product Satisfaction

Company Satisfaction

Support Satisfaction

Open Source Interest

Library Automation Trends

Libraries feeling the pain of the economy � Library funding cuts widespread � Many automation projects on hold � Pressure to accept lowest-cost alternatives rather than higher cost preferred options � Hope that open source software will provide savings � Economic pressure may necessitate innovation

Open Source ILS � ◦ � ◦ Increasing adoption in the United States and Canada Koha, Evergreen, OPALS Less interest in Asia, Europe, UK India Net. Gen. Lib, Koha Strong interest in Latin America Koha, ABCD

Open Source Companies � US: Lib. Lime, Equinox, Media. Flex � Aggressive marketing ◦ Concept of open source ◦ Promotion of specific products � Struggling to meet expectations ◦ Satisfaction lower than many companies offering proprietary products ◦ Some companies offering proprietary products score much lower than open source

Proprietary Closed-source ILS � Many ILS products offered through traditional licensing continue to prosper � Some proprietary ILS products seeing significant numbers of library defections � Systems more mature and rich in features � Balance of power among ILS vendors shifting � Some libraries running proprietary ILS question long-term viability and are exploring alternatives � Traditional ILS now the target of new alternative automation models

Competing Models of Library Automation � Traditional Proprietary Commercial ILS � Traditional Open Source ILS ◦ Millennium, Symphony, Polaris ◦ Evergreen, Koha � Clean slate automation framework (SOA, enterprise-ready) ◦ Ex Libris URM, OLE Project � Cloud-based automation system ◦ World. Cat Local (+circ, acq, license management)

Rethinking library automation � Fundamental assumption: Print + Digital = Hybrid libraries � Traditional ILS model not adequate for hybrid libraries � Libraries currently moving toward surrounding core ILS with additional modules to handle electronic content � New discovery layer interfaces replacing or supplementing ILS OPACS � Working toward a new model of library automation ◦ Monolithic legacy architectures replaced by fabric of SOA applications ◦ Comprehensive Resource Management “It's Time to Break the Mold of the Original ILS” Computers in Libraries Nov/Dec 2007

Rethinking Discovery � ILS Online Catalog module no longer enough � Single point of entry to all aspects of library collections ◦ Print + electronic; Books + articles + multimedia � Consolidated index of harvested content � Relevancy-based search � Modern interface techniques ◦ Facets, user-supplied content, search suggestions, recommendations � Focus on delivery

Discovery product Trend � Initial products focused on technology ◦ Aqua. Browser, Endeca, Primo, Encore, VUfind ◦ Mostly locally-installed software � Current ◦ ◦ phase focused on content indexes Summon (Serials Solutions) World. Cat Local (OCLC) EBSCO Discovery Service (EBSCO) All hosted services

Summon from Serials Solutions � New Discovery Service � Consolidated index harvested from many sources ◦ Pro. Quest, Gale, etc ◦ 300, 000 articles represented ◦ Full-text search + Citations � Local catalog data harvested, real-time link to holdings � Other local repositories harvested � Others available through metasearch

EBSCO Discovery Service � Consolidated index of EBSCOhost full-text and citation data � Reciprocal agreement with OCLC for World. Cat. org data � Pursuing agreements with other content providers

Primo Central �A hosted consolidated index of article-level metadata and full-text � Maintained by Ex Libris � Available at no additional cost to Primo sites � Available year-end 2009

Social Networking Technologies � Strong interest in offering social features to library users � Expected functionality in Next-gen catalogs � Layer social features into legacy catalogs ◦ Library. Thing for Libraries ◦ Chili. Fresh – shared engine for resource reviews

Many libraries Not automated / Under automated � Large portions of public libraries in the United States operate with no automation system, outdated systems, or products not suited for their type of library � Small rural libraries � Many public libraries run PC-based systems built for schools because the cannot afford more fullfeatured systems � Current automation options priced well above what libraries with limited resources can afford. � Cost of consortial participation can also exceed financial thresholds

Academic Libraries � Strong interest in discovery interfaces � Emerging interest in next-generation library automation ◦ Increasing proportions of electronic content and complexity of operations push the limits of current system designs � Enterprise integration ◦ Connect to campus authentication, courseware, ERP, student management � Need for digital preservation strategies and products as these libraries build ever larger local digital collections

Public Libraries � Strong interest in modernizing Web presence � Next-generation discovery systems ◦ Aqua. Browser, Encore, Endeca � Interest in technologies to streamline circulation ◦ RFID – especially in new facilities ◦ Self-check (barcode or RFID) ◦ Automate Materials Handling

Automatic Materials Handling

School Libraries � Transition to District-wide centralized automation � Integration with other administrative systems � Textbook management � Access to age-appropriate pre-approved Web content

Corporate Libraries � Enterprise knowledge management � Competitive intelligence gathering and analysis � Traditional automation tasks diminished � Increasingly all virtual

Library automation in the Developing World � Widespread use of ISIS related software ◦ Developed out of UNESCO, free but not open source ◦ Tens of thousands of libraries � Development of ABCD open source ISIS variant � Growing interest in Koha � Increasing interest in commercial systems from international vendors when economically possible

Software-as-a-Service (Saa. S) � Vendor hosted, Application Service Provider � Increasing adoption by small and mediumsized libraries � Not a major trend for larger libraries � Promoted by companies: more profitable for them � Libraries generally see lower overall costs, more predictable budget model � Systems and data managed more responsibly � Hosted individual instances, not quite cloud computing model � World. Cat Local more like Cloud Computing

Large-scale automation � Strong interest in regional and statewide implementations � Open Source and Commercial ◦ ◦ ◦ Georgia: Evergreen Indiana: Evergreen (Early Phases) British Columbia: Evergreen Wyoming: Sirsi. Dynix Unicorn Hawaii: Horizon

World. Cat Local discovery service � Existing service in pilot stage for new discovery service � World. Cat. org data + Article. First (30 million articles) � Agreement with EBSCO to load EBSCOhost citation data into World. Cat � Pursuing agreements with additional content providers

World. Cat Local quick start � No-cost option to First. Search subscribers � No reclamation to reconcile local ILS with World. Cat � One ILS supported; must be among supported products � Program to expose thousands of libraries to World. Cat Local as a discovery option

World. Cat Local automation platform � Extend ◦ ◦ World. Cat Local to include Circulation Delivery Acquisitions License Management � Positioned as Web-scale, cloud computing model, cooperative library system � Pilot sites being finalized; general availability in 2010

Closing thoughts � Exciting time to be involved in library systems � More opportunities than ever � Open source / Open access momentum � Rethinking of library automation fundamentals � Fresh ideas can make a difference