1. Checking Out the Cloud:
How to Evaluate Cloud-based
Integrated Library Systems
Oklahoma Library Association Annual Conference
April 4, 2013
presented by
Anne Prestamo
Oklahoma State University - Stillwater

2. http://www.librarytechnology.org/automationhistory.pl

3. Agenda
• Terminology
• Major Players
• What’s different about cloud based systems?
• Migration Preparation

4. What are we really talking about?
• Discovery Layer
– An alternative interface/search engine to a library’s
OPAC, although some do search digital content as well
• Web-scale Discovery Service
– An alternative interface/search engine that
simultaneously searches BIB records, journal articles,
digital content
– Major differentiator is central index, although some
also use Z39.50
• Library Management System (aka ILS)
– Total replacement for locally installed system

5. Discovery Layer
Serials Solutions
http://www.serialssolutions.com/en/services/aquabrowser BiblioCommons
http://boss.library.okstate.edu/ http://www.bibliocommons.com/
http://tccl.bibliocommons.com/
Innovative Interfaces Acquired by Oracle (Oct. 2011)
http://www.iii.com/products/encore.shtml http://www.oracle.com/us/corporate/acquisitions/endeca/
http://encore.utulsa.edu index.html
http://search.trln.org/
Open Source Open Source
http://projectblacklight.org/ http://vufind.org/
http://search.lib.virginia.edu/ http://catalog.douglascountylibraries.org/

6. Web-scale Discovery Service
Innovative Interfaces
http://encoreforlibraries.com/
http://encore.unl.edu/iii/encore/?lang=eng
http://www.ebscohost.com/discovery
OU, OBU (require authentication)
http://www.exlibrisgroup.com/category/PrimoOverview
http://centralsearch.uco.edu:1701/primo_library/libweb/ac
tion/search.do
**Must distinguish between Primo and
Primo+PrimoCentral**
Serials Solutions
http://www.serialssolutions.com/en/services/summon/
http://okstate.summon.serialssolutions.com/

7. Library Management System
Serials Solutions
http://www.serialssolutions.com/en/services/intota
In Development – OSU is dev partner
Serials Solutions
Serials Solutions
Innovative Interfaces
===================================================================
Open Source Open Source
http://www.amigos.org/node/837
http://www.lyrasis.org/Products-and-
http://library.cityof.lawton.ok.us/cgi-
Services/LYRASIS-Digital-Content-Creation-
bin/koha/opac-main.pl
and-Management/Evergreen-ILS.aspx

8. What’s different than your current ILS?
• No local server(s)
• No up-front license or hardware costs
– Annual subscription pricing
• Upgrades/patches applied centrally with little
or no downtime
• Back-end (ACQ, CAT, CIRC) is de-coupled from
public interface – possible to mix and match
• Heavy emphasis on e-resource management
• Central depository of shared records (print
and e)

9. Preparing to migrate
• Clean up your records!
• Identify all sources of records/data regarding
e-resources and local digital collections
• Ask lots of questions about what can be
migrated/imported and how
• How will authentication be handled?
• Possibilities for exchange of data between ILS
and finance system
• Focus on workflow change from the get-go

10. WorldCatLocal with Alma
• Oregon Health and Science University. (Portland,
Oregon) [web site ] [online catalog] [Alma]
• Pacific University. (Forest Grove, Oregon) [web
site] [online catalog] [Alma]
• Portland Community College. (Portland, Oregon) [web
site ] [Alma]
• University of Oregon. (Eugene, Oregon) [web
site] [online catalog] [Alma]
• University of Washington. (Seattle, Washington) [web
site ] [online catalog] [Alma]

11. Summon with WorldShare
• Bucknell University. Ellen Clarke Bertrand Library. ( Lewisburg,
Pennsylvania United States) [web site ] [online catalog]
[WorldShare Management Services] +
• Franklin Pierce University. Frank S. DiPietro Library. ( Rindge, New
Hampshire United States) [web site ] [online catalog] [WorldShare
Management Services] +

12. Resources
• Library Technology Reports
– http://www.librarytechnology.org/?SID=2013138824462
• Automation Marketplace
– http://www.librarytechnology.org/AutomationSystemMarketplace.pl
– 2013 - http://www.thedigitalshift.com/2013/04/ils/automation-marketplace-2013-the-rush-
to-innovate/
• Thoughts from Carl Grant – series on new
systems
– http://thoughts.care-affiliates.com/2012/10/impressions-of-new-library-
service.html
• Orbis Cascade RFP for a Shared Library
Management Service
– http://www.orbiscascade.org/index/cms-filesystem-
action/rfp_sils/rfp_shared_library_management_service_final.pdf

13. For more information
• Sarah Simpson - ssimpso@tulsalibrary.org – Tulsa City County Libraries
• BiblioCommons
• Tiffany Benson - tiffany-turner@utulsa.edu - Univ of Tulsa
• Encore
• Habib Tabatabai – HTabatabai@uco.edu - Univ of Central Oklahoma
• PrimoCentral
• David Corbly - dcorbly@ou.edu – Univ of Oklahoma
• EBSCO Discovery Service
• Anne Prestamo – anne.prestamo@okstate.edu - Oklahoma State Univ
• Aquabrowser -- Summon -- Intota

14. Questions?
Anne Prestamo
Associate Dean for Collection and Technology Services
Oklahoma State University – Stillwater
anne.prestamo@okstate.edu
405-744-9755