BIG CHANGES AFOOT: A LOOK 5+ YEARS FORWARD

Marshall BreedingIndependent Consultant, Author, andFounder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreeding

Sept 26, 2012 Te Puna Library Managers Workshop

Goals Short Provocative presentation Insight into where bibliographic utilities and National

Union Catalogs will be in five years Technology trends related to systems supporting

cataloguing and interlibrary loan functions The National Library, in conjunction with the Te Puna

Strategic Advisory Committee (Chaired by Janet Copsey) is preparing to review how the Te Puna services are delivered

The timing of the review coincides with the time frame when we need to go to tender and renegotiate the national license to OCLC bibliographic and FirstSearch Services

Current Environment The Te Puna services are underpinned by

Ex Libris Voyager for the National Union Catalog and bibliographic Utility

OCLC VDX system for Interlibrary Loan Both are “mature” systems that we

anticipate replacing in the next few years

Te Puna Service Components –

Directory of NZ

Libraries

OCLC cataloguing

tools

Te Puna Interloan and

IBS

OCLC Registry

Te Puna cataloguing

tools

Te Puna support

& training

Te Puna SchoolsCat

OCLC WorldCat

NZ Libraries Catalogue

National Union Catalogue

OCLC FirstSearch

base package

TMQ Osmosis and

other batchloading

How local catalogues and the NUC/WorldCat are built

ILS implementations in NZ - Libraries

http://www.librarytechnology.org/lwc-ils-marketshare.pl?Country=New+Zealand&Type=Public

ILS implementations in NZ - facilities

Automation in NZ Academic Libraries

Projections for National Utilities & Infrastructure

Many countries working toward national infrastructure Denmark, Chile, Iceland

Technology platforms will scale to the national level for most countries

OCLC will develop attractive offerings in support of national infrastructure

Changes afoot at OCLC

WorldShare Platform WorldShare Management Services

Originally “Web-scale Management Services” First public conversations in 2009 Production service July 1, 2010 WorldShare brand launched in Dec 2012

WorldShare License Manager Supports electronic resource management January 2012

WorldShare Metadata Management Sept 2013: metadata for e-content packages

WorldShare Interlibrary Loan Transition completed by year-end 2013

WorldShare Interlibrary Loan

New platform for WorldCat Resource Sharing

Initially delivered with similar functionality

No data migration: uses same transactional database as WCRS

Patron interface transitions from FirstSearch to WorldCat Local

Beta testing in 2012 > phased production by end of 2013

WorldShare Interlibrary Loan

Functionality will evolve over time relative to other product spaces

Assume that WorldShare Resource Sharing will encroach on: VDX: WorldCat Local enabled with

connectors to local ILS implementations or WMS

ILLIad: Increasing incorporation of workflow tools for resource sharing through WorldShare Platform

Odyssey / Ariel: Cloud based posting of documents

VDX > WorldCat Navigator VDX originally developed by Fretwell-

Downing in 1990’s Initial functionality of WorldShare ILL will

preserve need for VDX Unique functionality might diminish as

WorldShare and WorldCat platforms mature

WorldShare Management Services Significant proportion of market share by 2017 Gaps in functionality and scale will narrow

relative to legacy systems OCLC-owned legacy systems will decline

Product Acquired Developed Amlib: 2008 1993 Sisis 2005 1997 OLIB 2005 1989 LBS 2002 ? CBS 2002 ? Bibliotheca 2011 1996 (roots in 1980’s)

OCLC will eventually consolidate products to platforms

CBS (PICA) TouchPoint (Sisis) Zportal / Xportal

(FDI) WorldCat Link

Resolver

All Legacy ILS VDX

WorldCat WorldShare

Speculative

Changes afoot at Ex Libris

Eventual product consolidation Alma for resource management

Eventual transition of Voyager and Aleph Immediate transition of Verde SFX DigiTool for digital collections

Primo / Primo Central for Discovery Rosetta for Preservation

Possible integration into Alma?

Reconceptualization of Automation Current organization of functionality based on

past assumptions Possible new organizing principles

Fulfillment = Circulation + ILL + DCB + e-commerce

Resource management = Cataloging + Acquisitions + Serials + ERM

Customer Relationship Management = Reference + Circulation + ILL (public services)

Enterprise Resource Planning = Acquisitions + Collection Development

Library Management Systems Introduction of new Library Services Platforms Compressive resource management: print,

electronic, digital New technology platforms: SOA / Web-based

interfaces Designed for deployment through software as

a service (multi-tenant) Examples: Ex Libris Alma, Serials Solutions

Intota, OCLC WorldShare Platform, Innovative Interfaces Sierra, Kuali OLE

Changes afoot in Standards

OSI ILL (ISO 10160 / 10161) Based on pre-internet protocols

BER (Basic Encoding Rules) ASN.1 (Abstract Syntax Notation One) TCP/IP sockets

Not: http / https XML Web Services

Testing and implementation process arduous at best

ISO ILL (ISO 10160 / 10161) Used extensively in New Zealand,

Australia, & Canada Less traction everywhere else Most systems provide some level of

support: OCLC WorldCat Resource Sharing ILLiad Relais ILL VDX / WorldCat Navigator

ISO ILL Status All systems will maintain support Additional (preferred?) support for Web services OCLC WorldCat Resource Sharing API

Example: Relais will shift to using API instead of ISO ILL to move transactions into WorldCat Resource Sharing

Request Transfer Message: a community profile for OpenURL

GSM: Generic Script Messaging – Older messaging system from CISTI

ILS Interoperability standards and protocols

Expect consolidation and modernization: NCIP: broad scope, but used only within

resource sharing environments SIP2: used for patron and item transactions SIP3: Proposed by 3M and donated to NISO DLF ILS-DI protocol (Integrated Library

System - Discovery Interface) Used to updated discovery indexes and poll

availability status

Changes in Bibliographic Services OCLC will maintain and increase

dominant position But:

Other platform providers will build competing services

Ex Libris Community Zone Serials Solutions expanded

KnowledgeWorks Innovative Interfaces / SkyRiver

Linked data may change everything

Discovery / Union Catalogs Te Puna: currently resides in Voyager

implementation Voyager product aging

Current Ex Libris development focused on Alma

Many competitors for Web-scale discovery

OCLC will grow in its dominant position, But:

Metadata will become an increasing commodity

Broad releases of MARC records through Creative Commons Public Domain license

Data will become a commodity Services will be strategic and

differentiating

Discovery Options WorldCat Local Current / Replacement ILS Other Discovery Services

Primo / Primo Central Summon (more article oriented) EBSCO Discovery Services (articles) SOLR (Blacklight / VuFind)

General trend toward Cloud Computing

Transition from locally managed systems to hosted Major implications on resource allocation,

including personnel, equipment and facilities Systems with substantially different

architectures and functional organization Data storage implications

Options for in-country hosting facilities? Increased opportunity for replication Increased opportunities for collaborative

management and access