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Cooperation, Cloud, and
Consumer Technologies
Future library services and Technologies

Marshall Breeding
Independent Consult, Author,
Founder and Publisher, Library Technology
Guides
http://www.librarytechnology.org/
http://twitter.com/mbreeding
20 February 2014

Dialog- Marshall Breeding vs. Hao-Ren (Claven) Ke
Strategic Cooperation
Cooperation for Automation


Large-scale shared implementations
 Regional,

Province, National
 Inter-institutional cooperation
 Main topic of speech tomorrow at the National
Taiwan Normal University
Library Services Platforms
New genre of library automation
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





Delivered through software as a service





Multi-tenant

Unified workflows across formats and media
Flexible metadata management






Knowledgebase architecture
Some may take hybrid approach to accommodate local
data stores

MARC – Dublin Core – VRA – MODS – ONIX
Bibframe
New structures not yet invented

Open APIs for extensibility and interoperability
New Library Management
Model
Search:

Unified Presentation Layer

API Layer

Library
Services
Platform

Digital
Coll
Search
Engine

`

ProQue
st
EBSCO
…

JSTOR

Stock
Managemen
t

Other
Resourc
es

Enterprise
Resource
Planning
Learning
Managemen
t

Consolidated index

Self-Check /
Automated
Return

Smart Cad /
Payment
systems
Authenticati
on
Service
Discovery Services
Improving access to library collections
ILS Data

Online Catalog
Search:

Scope of Search
Search Results





Books, Journals,
and Media at the
Title Level
Not in scope:
 Articles
 Book

Chapters
 Digital objects
Next-gen Catalogs or Discovery
Interface



Single search box
Query tools








Scope of Search

Books, Journals, and
Media at the Title
Relevance ranked results Level
Faceted navigation
 Other local and open
Enhanced visual displays access content
 Cover art
 Not in scope:
Did you mean
 Type-ahead






Summaries, reviews,



Articles
Recommendation services
 Book Chapters
 Digital objects

Discovery Interface search model

ILS Data

Search:

Local
Index

Digital
Collections

ProQuest

Search Results

MetaSearch
Engine

EBSCOhost

…
MLA
Bibliography

ABC-CLIO

Real-time query and
responses
ILS Data

Web-scale Index-based Discovery
(2009- present)

Digital
Collections

Search:

Profile of Library
Subscriptions

Usagegenerated
Data

Customer
Profile

Consolidated Index

Search Results

Web Site
Content
Institutional
Repositorie
s
Aggregated
Content
packages

…

Open
Access

E-Journals
Reference
Sources

Pre-built harvesting
and indexing
Bento Box Discovery Model

ILS Data

VuFind /
Blacklight
Search Results

Web Site
Content

Digital
Collections

Institutional
Repositorie
s

Consolidated Index

Search:

Aggregated
Content
packages

Open
Access

E-Journals

Pre-built harvesting
and indexing
Public Library Information Portal

ILS Data

Digital
Collections

Search:

Usagegenerated
Data

Customer
Profile

Consolidated Index

Search Results

Web Site
Content
Community
Information
Aggregated
Content
packages

…

Customerprovided
content
Reference
Sources
Archives

Pre-built harvesting and indexing
Discovery services as Website
Replacement






Portal environment that includes customized
content management service that can fulfill
typical offerings on library Web sites
Full integration between Web site and
resource discovery (ideally)
Examples:
 Axiell

Arena
 Infor Iguana
 BiblioCommons
E-Book Integration
Critical concern for public
libraries





Most libraries offer e-book lending programs
Strong demand: increasing use statistics
Print lending remains vigorous
Academic libraries will benefit at a later phase
by e-book lending models developed in the
public library sector
Commercial library e-book lending
services





OverDrive
3M Cloud Library
Baker & Taylor: Axis 360
“Douglas County Model”
 Locally

curated e-book collections and lending
platform
E-book Lending Models





Phase I: Link out to e-book lending service
Phase II: Load MARC records in local catalog,
then link out on individual titles
Phase III: Discovery and lending operations
performed fully within the library’s catalog or
discovery environment
Full e-book lending




Discovery of print and e-book titles and copies
simultaneously
E-book transactions represented within
patron’s library account
 List

of charged items, due dates
 Service options: renew, return, etc.


Ability to check-out and download e-books into
e-reader
The e-book integration
ecosystem







E-book lending services must expose APIs
Online catalog or discovery services must
consume APIs and adjust interface design and
business logic to accommodate discovery and
lending operations
Challenge: each e-book service provider’s
APIs are different
Response: Work toward consistent or standard
suite of APIs
Models of Development and
Innovation
Proprietary Licensed Software



Most commercial products
Significantly larger development teams
Open Source








Community-based software development
No licensing costs
Services offered for: hosting, implementation,
data conversion, ongoing support
Self-service: all costs absorbed within
institution
Library examples:
 Koha

 Evergreen
 Kuali

OLE
Consumer Technologies
Consumer Tech Trends


Device adoption: Tablets, Smartphones, PCs
 Need



to balance how to deliver library services

3D printing
 Experimental

implementations in library maker

spaces


Wearable tech
 Google

Glass? Interesting, but privacy concerns
Industry Trends
Mergers and Acquisitions
Business Trends






Consolidation: Large international companies
gaining increasing reach into libraries across
many international regions
Local companies vulnerable: May not have the
development capacity to develop new
generations of products
Content and Technology increasingly
interwoven
Questions and discussion

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20140220_Cooperation, Cloud, and Consumer Technologies

  • 1. Cooperation, Cloud, and Consumer Technologies Future library services and Technologies Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding 20 February 2014 Dialog- Marshall Breeding vs. Hao-Ren (Claven) Ke
  • 2.
  • 4. Cooperation for Automation  Large-scale shared implementations  Regional, Province, National  Inter-institutional cooperation  Main topic of speech tomorrow at the National Taiwan Normal University
  • 5. Library Services Platforms New genre of library automation
  • 6. 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
  • 7. Library Services Platform Characteristics  Highly Shared data models    Delivered through software as a service    Multi-tenant Unified workflows across formats and media Flexible metadata management     Knowledgebase architecture Some may take hybrid approach to accommodate local data stores MARC – Dublin Core – VRA – MODS – ONIX Bibframe New structures not yet invented Open APIs for extensibility and interoperability
  • 8. New Library Management Model Search: Unified Presentation Layer API Layer Library Services Platform Digital Coll Search Engine ` ProQue st EBSCO … JSTOR Stock Managemen t Other Resourc es Enterprise Resource Planning Learning Managemen t Consolidated index Self-Check / Automated Return Smart Cad / Payment systems Authenticati on Service
  • 9. Discovery Services Improving access to library collections
  • 10. ILS Data Online Catalog Search: Scope of Search Search Results   Books, Journals, and Media at the Title Level Not in scope:  Articles  Book Chapters  Digital objects
  • 11. Next-gen Catalogs or Discovery Interface   Single search box Query tools     Scope of Search Books, Journals, and Media at the Title Relevance ranked results Level Faceted navigation  Other local and open Enhanced visual displays access content  Cover art  Not in scope: Did you mean  Type-ahead    Summaries, reviews,  Articles Recommendation services  Book Chapters  Digital objects 
  • 12. Discovery Interface search model ILS Data Search: Local Index Digital Collections ProQuest Search Results MetaSearch Engine EBSCOhost … MLA Bibliography ABC-CLIO Real-time query and responses
  • 13. ILS Data Web-scale Index-based Discovery (2009- present) Digital Collections Search: Profile of Library Subscriptions Usagegenerated Data Customer Profile Consolidated Index Search Results Web Site Content Institutional Repositorie s Aggregated Content packages … Open Access E-Journals Reference Sources Pre-built harvesting and indexing
  • 14. Bento Box Discovery Model ILS Data VuFind / Blacklight Search Results Web Site Content Digital Collections Institutional Repositorie s Consolidated Index Search: Aggregated Content packages Open Access E-Journals Pre-built harvesting and indexing
  • 15. Public Library Information Portal ILS Data Digital Collections Search: Usagegenerated Data Customer Profile Consolidated Index Search Results Web Site Content Community Information Aggregated Content packages … Customerprovided content Reference Sources Archives Pre-built harvesting and indexing
  • 16. Discovery services as Website Replacement    Portal environment that includes customized content management service that can fulfill typical offerings on library Web sites Full integration between Web site and resource discovery (ideally) Examples:  Axiell Arena  Infor Iguana  BiblioCommons
  • 18. Critical concern for public libraries     Most libraries offer e-book lending programs Strong demand: increasing use statistics Print lending remains vigorous Academic libraries will benefit at a later phase by e-book lending models developed in the public library sector
  • 19. Commercial library e-book lending services     OverDrive 3M Cloud Library Baker & Taylor: Axis 360 “Douglas County Model”  Locally curated e-book collections and lending platform
  • 20. E-book Lending Models    Phase I: Link out to e-book lending service Phase II: Load MARC records in local catalog, then link out on individual titles Phase III: Discovery and lending operations performed fully within the library’s catalog or discovery environment
  • 21. Full e-book lending   Discovery of print and e-book titles and copies simultaneously E-book transactions represented within patron’s library account  List of charged items, due dates  Service options: renew, return, etc.  Ability to check-out and download e-books into e-reader
  • 22. The e-book integration ecosystem     E-book lending services must expose APIs Online catalog or discovery services must consume APIs and adjust interface design and business logic to accommodate discovery and lending operations Challenge: each e-book service provider’s APIs are different Response: Work toward consistent or standard suite of APIs
  • 23. Models of Development and Innovation
  • 24. Proprietary Licensed Software   Most commercial products Significantly larger development teams
  • 25. Open Source      Community-based software development No licensing costs Services offered for: hosting, implementation, data conversion, ongoing support Self-service: all costs absorbed within institution Library examples:  Koha  Evergreen  Kuali OLE
  • 27. Consumer Tech Trends  Device adoption: Tablets, Smartphones, PCs  Need  to balance how to deliver library services 3D printing  Experimental implementations in library maker spaces  Wearable tech  Google Glass? Interesting, but privacy concerns
  • 30. Business Trends    Consolidation: Large international companies gaining increasing reach into libraries across many international regions Local companies vulnerable: May not have the development capacity to develop new generations of products Content and Technology increasingly interwoven