Library Technology Industry Trends and Insights
Discover the latest in library technology with insights from industry expert Marshall Breeding. Learn about business trends, industry reports, revenue statistics, and ownership models shaping the library tech landscape. Stay informed to enhance your library operations.
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Library Tech and Biz Update #internetlibrarian Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides http://librarytechnology.org/ http://twitter.com/mbreeding Internet Librarian 2015 28 October 2015
Description The success of libraries depends to a large extent on the technology tools that it has in place to manage and provide access to collections and to automate operations. Breeding discusses the current library technology industry, highlighting the major trends in systems and the companies that develop and support these tools.
Library Technology Industry Reports American Libraries Library Journal 2013: Rush to Innovate 2014: Strategic Competition and Cooperation 2015: Operationalizing Innovation 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
Library Systems Report 2015 Operationalizing innovation 2015 Library Systems Report http://americanlibrariesmagazine.org/2015/05/01/library-systems-report/
Industry Revenues $1.8 billion global industry $805 million from companies involved in the US $495 million from US Libraries
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
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
Mergers and Acquisitions http://librarytechnology.org/mergers
Innovative Interfaces, Inc. Transition from founder to Investor ownership Global expansion Acquisition of Polaris Acquisition of VTLS Evolutionary development model
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
Bibliotheca acquires 3M Library Services Intellident (UK) Bibliotheca RFID (Europe) ITG (US) Aturis Group (Belgium, Netherlands, Germany) MultiSystems (partnership in Brazil) 3M Library Services
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
Trend: Increased vertical integration Companies offer ever more broad scope of products and services
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
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
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)
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
Open source and Open Access Open source development of platform services Open source infrastructure components Open APIs to expose platform services Knowledge base components Open access Community maintained Adequately resourced
Open Systems Achieving openness has risen as the key driver behind library technology strategies Libraries need to do more with their data Ability to improve customer experience and operational efficiencies Demand for Interoperability Open source full access to internal program of the application Open API s expose programmatic interfaces to data and functionality
Open Source Automation Systems Koha smaller public and academic libraries Used for some consortia (SKLS) Evergreen Designed for Library Consortia Kuali OLE Designed for large research libraries
Development Timeline for Library Services Platforms
Changing models of Resource Sharing
Integrated Library System Search: Holdings Patrons use Circulation features to request items from other branches Model: Multi-branch Independent Library System Main Facility Branch 1 Branch 5 Bibliographic Database Branch 2 Branch 6 Floating Collections may reduce workload for Inter-branch transfers Branch 3 Branch 7 Branch 4 Branch 8 Library System
Consortial Resource Sharing System Search: Holdings Main Facility Holdings Main Facility Branch 1 Branch 5 Branch 1 Branch 5 NCIP Bibliographic Database Bibliographic Database NCIP Branch 2 Branch 2 Branch 6 Branch 6 Discovery and Request Management Routines Branch 3 Branch 7 Branch 3 Branch 7 Branch 4 Branch 8 Branch 4 Branch 8 Library System A Library System D Bibliographic Database Holdings Main Facility Holdings Main Facility Branch 1 Branch 5 Branch 1 Branch 5 Bibliographic Database Bibliographic Database NCIP Branch 2 Branch 2 NCIP Branch 6 Branch 6 ISO ILL Branch 3 Branch 7 Branch 3 Branch 7 NCIP SIP Z39.50 Branch 4 Branch 8 Branch 4 Branch 8 Inter-System Communications Library System B Library System E Staff Fulfillment Tools Holdings Main Facility Holdings Main Facility Resource Sharing Application Branch 1 Branch 5 Branch 1 Branch 5 NCIP NCIP Bibliographic Database Bibliographic Database Branch 2 Branch 2 Branch 6 Branch 6 Branch 3 Branch 7 Branch 3 Branch 7 Branch 4 Branch 8 Branch 4 Branch 8 Library System C Library System F
Shared Consortial ILS Search: Holdings ILS configured To support Direct consortial Borrowing through Circulation Module Model: Multiple independent libraries in a Consortium Share an ILS Library 1 Library 6 Library 2 Library 7 Bibliographic Database Library 3 Library 8 Library 4 Library 9 Library 5 Library 10 Shared Consortia System
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
Shared infrastructure Projects Orbis Cascade California State University WHELF University System of Georgia South Australia Ireland Public Libraries Complete Florida Plus Program JULAC University of Wisconsin system
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
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
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
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)
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
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
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
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
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
Library Services Platforms Technical Beyond Client/Server Computing Multi-tenant platforms Web-based interfaces Services-oriented architecture Exposes APIs for extensibility and interoperability Interoperable
New Library Management Model Unified Presentation Layer Search: Self-Check / Automated Return Digital Coll Library Services Platform ProQuest Consolidated index API Layer EBSCO ` JSTOR Stock Other Resources Management Enterprise Resource Planning Smart Cad / Payment systems Learning Management Authentication Service
Library Services Platform Installations Production installations as of December 2014 Product Installations 2014 Sales 123 Sierra 495 Alma 406 43 WorldShare Management Services 303 79 Kuali OLE 2 10 Intota 0 21
Web-scale Index-based Discovery (2009- present) ILS Data Digital Collections Search: Web Site Content Consolidated Index Institutional Repositories Aggregated Content packages Search Results E-Journals Usage- generated Data Customer Profile Reference Sources Pre-built harvesting and indexing
Discovery Service Statistics Discovery Product 2010 2011 2012 2013 2014Installed 1774 2634 EBSCO Discovery Service 8246 98 88 Primo 506 111 101 1529 36 Encore 56 72 195 Summon 164 214 158 697 WorldCat Discovery 2085
Resource Management Models Category Integrated Library System Progressive integrated library System Library Services Platform Resources managed Physical Print, electronic Electronic, Physical Technology platform Server-based Server-based Multi-tenant SaaS Knowledgebases None None e-holdings, bibliographic Patron interfaces Browser-based Browser-based Browser-based Staff interfaces Graphical Desktop (Java Swing, Windows, Mac OS) Purchase Browser-based Browser-based Procurement models Purchase, license license Hosting option Local install, ASP Local install, ASP Saas Only Interoperability Batch transfer, proprietary API SirsiDynix Symphony, Millennium, Polaris Batch transfer, RESTful APIs, Sierra, SirsiDynix Symphony/BLUEcloud, Polaris, Apollo APIs (mostly RESTful) Products WorldShare Management Services, Alma, ProQuest Intota, Sierra, Kuali OLE Greenfield (mixed) Development strategy Brownfield Brownfield
Web-scale Index-based Discovery (2009- present) ILS Data Digital Collections Search: Web Site Content Consolidated Index Institutional Repositories Aggregated Content packages Search Results E-Journals Usage- generated Data Customer Profile Reference Sources Pre-built harvesting and indexing
Discovery Beyond Library-provided Interfaces Reality that most discovery happens external to library Improve discoverability of library resources Locally: through incorporation of SEO and semantic encoding Especially schema.org Globally: OCLC, Google Scholar and other services
Discovery beyond Library Interfaces Improved performance of library content through Google Scholar Same expectations for transparency? Better exposure of library-oriented content Schema.org or other microdata formats Better exposure of scholarly resources Open access & Proprietary Embedded tools in other campus interfaces
