Explora el ámbito de los servicios de descubrimiento basados ​​en índices, orientado al ámbito de las bibliotecas académicas, incluyendo Primo de Ex Libris, Summon de ProQuest, Discovery Service de Ebsco y Discovery Service de OCLC WorldCat. Se aborda la Iniciativa Open Discovery y la reciente tendencia hacia una mayor participación por parte de los proveedores de contenidos. Se discute acerca de las tecnologías más adecuadas para las bibliotecas que tienen mayor preocupación por la participación del usuario, sobre el acceso a los libros impresos y electrónicos, con menos restricciones para los artículos académicos que se encuentran en Descubrimiento. Se presenta el papel de las interfaces de descubrimiento de código abierto tales como VuFind y Blacklight. Se aborda el estado de la nueva generación de plataformas de servicios de la biblioteca. La presentación ofrecerá los aspectos más destacados de la industria de automatización de la biblioteca global, con especial atención a los protagonistas y tendencias en América Latina. Basado en el "Informe 2014 de los Sistemas de Bibliotecas" http://www.americanlibrariesmagazine.org/article/library-systems-report-2014 Abstract Discovery, delivery, and management: the current wave of new library technologies and industry trends Explore the realm of index-based discovery services oriented more to academic libraries, including Ex Libris Primo, ProQuest Summon, EBSCO Discovery Service, and OCLC WorldCat Discovery Service. An update on the Open Discovery Initiative and the recent movement toward more participation by content providers. Discuss technologies better suited for public libraries that have more concerns for customer engagement, access to print and electronic books, with less stringent requirements for article-level discovery of scholarly resources. The role of open source discovery interfaces such as VuFind and Blacklight. The status of the new generation of library services platforms. The presentation will provide highlights of global library automation industry, with a focus on the players and trends in Latin America Based on “Library Systems Report 2014” http://www.americanlibrariesmagazine.org/article/library-systems-report-2014

1. Descubrimiento, entrega de
información y gestión:
Tendencias Actuales de las
Nuevas Tecnologías de las
Bibliotecas
Marshall Breeding
Independent Consultant, Author,
Founder and Publisher, Library Technology
Guides
http://librarytechnology.org/
http://twitter.com/mbreeding
27 August 2014 InnovaTics

2. Abstract
 Explore the realm of index-based discovery services oriented more to
academic libraries, including Ex Libris Primo, ProQuest Summon, EBSCO
Discovery Service, and OCLC WorldCat Discovery Service.
 An update on the Open Discovery Initiative and the recent movement
toward more participation by content providers.
 Discuss technologies better suited for public libraries that have more
concerns for customer engagement, access to print and electronic books,
with less stringent requirements for article-level discovery of scholarly
resources.
 The role of open source discovery interfaces such as VuFind and
Blacklight.
 The status of the new generation of library services platforms.
 The presentation will provide highlights of global library automation
industry, with a focus on the players and trends in Latin America
 Based on “Library Systems Report 2014”

3. Una perspectiva internacional
 La forma en la que las bibliotecas desarrollan e
implementan sus estrategias tecnológicas
dependerá de su situación económica y del
acceso a los recursos relacionados, incluyendo la
red y la infraestructura informática, Internet de
banda ancha, y el nivel de interés y la
capacidad de sus usuarios para aprovechar los
servicios informáticos y basadas en Web, así
como otros factores. (InnovaTICs 2011)
 How libraries develop and implement their technology strategies must be informed
by their economic situation and their access to related resources, including network
and computing infrastructure, Internet bandwidth, and the level of interest and ability
for their users to take advantage of computer and Web-based services and many
other factors.

4. Global perspective
 Libraries all over the world share much in
common in the services they provide to their
communities
 Values to provide high-quality content
resources
 Each global region has its own unique
character
 Available resources vary
 Technology must be sensitive to those
differences

5. Library Technology Guides

6. Recursos en “Library Technology
Guides”
 Noticias de actualidad sobre la biblioteca orientada
a tecnologías, productos, y las organizaciones
 “GuidePosts” Blog de Marshall
 “libraries.org”: directorio internacional de bibliotecas y
de las tecnologías que utilizan
 El texto completo de muchos artículos relacionados
con la tecnología de la biblioteca
 Incluyendo artículos de Marshall, informes y
presentaciones
 Directorio de organizaciones que
ofrecen productos para la automatización de la
biblioteca
 Servicios de notificación: Web, e-mail, RSS, Twitter

7. Chile

8. Mergers and Acquisitions
http://librarytechnology.org/mergers

9. Library Technology Industry
Reports
American Libraries Library Journal
 2014: Strategic
Competition and
Cooperation
 2013: Rush to Innovate
 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

10. Library Systems Report 2014

11. Library Systems Report 2014
Spanish

12. Library Systems Report 2014
Arabic

13. Library Systems Report Tables
http://www.americanlibrariesmagazine.org

14. Broad Industry Trends
 Continued Consolidation
 International companies increasingly dominate
in a growing set of international regions
 Discovery services now routine infrastructure
in academic libraries
 New Generation systems becoming better
established
 New and existing systems shifting to hosted or
SaaS deployment
 Subscription-based technology infrastructure

15. Latin American Industry Trends
 International companies target well-funded
libraries
 As libraries develop, many move to systems
from international providers
 Many operate through regional distributors
 Local systems and open source dominate
smaller and less well funded libraries
 Cloud technologies often less well suited
 Bandwidth, annual subscription costs

16. The Evolution of Library
Resource Discovery

17. Challenge: More integrated
approach to information and
service delivery
 Library Web sites offer a menu of unconnected
silos:
 Books: Library OPAC (ILS online catalog module)
 Search the Web site
 Articles: Aggregated content products, e-journal
collections
 OpenURL linking services
 E-journal finding aids (Often managed by link resolver)
 Subject guides (e.g. Springshare LibGuides)
 Local digital collections
 ETDs, photos, rich media collections
 Metasearch engines
 Discovery Services – often just another choice among
many
 All searched separately

18. Online Catalog
Scope of Search
 Books, Journals, and
Media at the Title
Level
 Not in scope:
 Articles
 Book Chapters
 Digital objects
 Web site content
 Etc.
Search:
Search Results
ILS Data

19. Discovery from Local to Web-scale
 Initial products focused on technology
 Mostly locally-installed software
 Current phase is focused on pre-populated
indexes that aim to deliver Web-scale
discovery

20. Web-scale Index-based Discovery
Search:
Digital
Collections
Web Site
Content
Institutional
Repositorie
s
…
E-Journals
Reference
Sources
Search Results
Pre-built harvesting
and indexing
Consolidated Index
ILS Data
Aggregated
Content
packages
(2009- present)
Usage-generated
Data
Customer
Profile
Open
Access
Profile of Library
Subscriptions

21. Open source in Discovery
 Flexible and powerful open source interfaces:
 VuFind (php-based)
 Blacklight (Ruby on Rails)
 No open access discovery index
 Hybrid model:
 Open source interface +
 Commercial Index

22. Bento Box Discovery Model
Search:
Web Site
Content
Digital
Collections
Institutional
Repositorie
s
E-Journals Search Results
Pre-built harvesting
and indexing
Consolidated Index
ILS Data
Aggregated
Content
packages
Open
Access VuFind /
Blacklight

23. Biblioteca Nacional de
Universidad de Chile

24. Challenge for Relevancy
 Technically feasible to index hundreds of
millions or billions of records through Lucene
or SOLR
 Difficult to order records in ways that make
sense
 Many fairly equivalent candidates returned for
any given query
 Must rely on use-based and social factors to
improve relevancy rankings

25. Socially-powered discovery
 Leverage use data to increase effectiveness of
discovery
 Usage data can identify important or popular
materials to inform relevancy engines
 Identify related materials that may not
otherwise be uncovered through keyword
matching
 Be careful to avoid introducing bias loops

26. Evaluating Index-based Discovery
Services
 Intense competition: how well the index covers the
body of scholarly content stands as a key
differentiator
 Difficult to evaluate based on numbers of items
indexed alone.
 Important to ascertain now your library’s content
packages are represented by the discovery
service.
 Important to know what items are indexed by
citation and which are full text
 Important to know whether the discovery service
favors the content of any given publisher

27. Library Perspective
 Strategic investments in collection materials:
print, digital, and electronic
 Strategic investments in Discovery Solutions
to provide access to their collections
 Expect comprehensive representation of
resources in discovery indexes
 Need to be able to evaluate the coverage and
performance of competing discovery models

28. Update on the NISO
Open Discovery Initiative

29. ODI context
Facilitate a healthy
ecosystem among
discovery service providers,
libraries and content
providers

30. Balance of Constituents
Libraries
Publishers
Service Providers
30
Marshall Breeding, Vanderbilt University
Jamene Brooks-Kieffer, Kansas State University
Laura Morse, Harvard University
Ken Varnum, University of Michigan
Sara Brownmiller, University of Oregon
Lucy Harrison, College Center for Library
Automation (D2D liaison/observer)
Michele Newberry
Lettie Conrad, SAGE Publications
Roger Schonfeld, ITHAKA/JSTOR/Portico
Jeff Lang, Thomson Reuters
Linda Beebe, American Psychological Assoc
Aaron Wood, Alexander Street Press
Jenny Walker, Ex Libris Group
John Law, Serials Solutions
Michael Gorrell, EBSCO Information Services
David Lindahl, University of Rochester (XC)
Jeff Penka, OCLC (D2D liaison/observer)

31. ODI deliverables
 Standard vocabulary
 NISO Recommended Practice:
 Data format & transfer
 Communicating content rights
 Levels of indexing, content availability
 Linking to content
 Usage statistics
 Evaluate compliance
 Inform and Promote Adoption
31

32. ODI Timeline
32
Milestone Target Date Status
Appointment of working group Dec 2011
Approval of charge and initial work plan Mar 2012
Completion of information gathering Jan 2013
Completion of initial draft Jun 2013
Completion of final draft Sep 2013
Public Review Period commences Sep 2013
NISO Publishes Recommended Practice June 2014

33. E-Books in Libraries
 Academic Libraries focus on chapter-level
access for reference and research
 Public Libraries aim to provide full lending and
reading experience
 Critical for libraries to master e-books as they
gain more prominent place in general society

34. Challenges for library
automation
 Provide the same types of management control
for e-books as other collection component
 Acquisitions: select and acquire materials from
multiple providers
 Cataloging: High-quality descriptive metadata
 Electronic copies appropriately aligned with those in print or
other media
 Circulation: Integrated with other media.
 Option to lend e-reader devices
 Discovery
 Integrated with all other formats
 Unified environment for content delivery

35. E-Book Integration Model
Search:
Web Site
Content
Digital
Collections
Local E-book
Repository
Search Results
Index
ILS Data
Aggregated
Content
packages
Library Catalog
External
E-Book Lending
Service

36. Trends in Management of
Library Resources

37. Dynamic Library Environment
 Requires technologies responsive to the
changes in play
 Adapt to publishing models and new formats
that reshape library collections
 Generational Change in Technology
 Changes in metadata practices and standards

38. Bibliotecas en la Transición
 Cambio de lo impreso > electrónico
 Transición casi completa de revistas electrónicas
 Transición de libros impresos a libros electrónicos (e-
Books)
 Las bibliotecas académicas están viendo la
disminución de la circulación impresa
 Las bibliotecas públicas están viendo un
aumento en la circulación impresa
 Necesitan mejores herramientas para que
sus usuarios puedan acceder a colecciones
complejas de materiales en diferentes
formatos: impresos, electrónicos y digitales

39. Usuarios de la biblioteca en la
Transición
 La nueva generación de usuarios de la
biblioteca
 Autosuficiente - reacios a pedir ayuda
 Estilos de trabajo colaborativos
 Digital nativos – “digital natives”
 Se perciben a sí mismos como competentes
para utilizar las herramientas de información sin
la ayuda de los bibliotecarios o maestros
 Pero no son necesariamente competentes en la
búsqueda de información.

40. Los Cambios en la gestión de los
metadatos
 De priorizar la creación del registro, se pasa a la
gestión a nivel de colección
 Metadatos muy compartidos: enfoque de base de
conocimientos (broadly shared metadata,
knowledge bases)
 Gran interés en el avance hacia la web semántica
y abrir los datos vinculados (open linked data)
 AACR2 > RDA; MARC > RDF > BIBFRAME

41. RDA
 Resource Description and Access
 http://www.loc.gov/aba/rda/
 Major change relative to resources devoted to
transition
 Minor impact relative to operational and
strategic use of metadata

42. BIBFRAME
 Emerged from the Initiative for Bibliographic
Transformation of the Library of Congress
 http://www.loc.gov/bibframe/
 bibframe.org
 Replacement for MARC (Machine Readable
Cataloging), but broader in scope
 Encoded using RDF (Resource Description
Framework)
 Major departure from MARC
 Today more conceptual than operational

43. Transformación de las
tecnologías
 Arquitectura orientada a servicios
 Énfasis en las Interfaces de programación de
aplicaciones
 Integración de las aplicaciones sociales
en infraestructura básica
 Computación local a cambio de plataformas en la
nube
 Nuevas expectativas para múltiples usuarios de
software-as-a-service
 Soporte para todos los tipos de dispositivos
 de tamaño completo computadoras / tablet / móvil

44. Tecnologías de la Computación en
Nube
(Cloud Computing)
 Las principales tendencias en Tecnología de la
Información
 Esencialmente la externalización del
alojamiento y gestión del servidor
 Productos de automatización de la mayoría de
las nuevas versiones con un cierto sabor de
computación en la nube
 Depende del ancho de banda de Internet, que
sea rápida y fiable (fast and reliable)

45. Biblioteca de automatización en la
nube
 Casi todos los proveedores de automatización
de bibliotecas ofrecen algún tipo de servicios
basados en la nube
 La responsabilidad de la administración de
servidores se mueve de la biblioteca a los
Proveedores
 Basado en suscripción el nuevo modelo de
negocio:
 El pago integral de suscripción anual
 Reduce la necesidad de apoyar la tecnología
local

46. Cambios en el escenario de
automatización de bibliotecas
 SIGB (Sistema Integrado de Gestión de
Biblioteca) sigue siendo el corazón de la
infraestructura
 Interés estratégico en tecnologías de
descubrimiento
 fuerte necesidad de herramientas para
gestionar los recursos electrónicos
 Tendencia hacia la gestión de recursos
unificado

47. Las tendencias en modelos de
implementación de automatización
 Mayor interés en proyectos de cooperación
para reducir los costos de automatización y
para aumentar el impacto de las colecciones
 Iniciativas regionales, estatales, nacionales y
de infraestructura de automatización
 Ejemplos reciente incluyen Dinamarca,
Irlanda, Orbis-Cascade Alliance
 Los SIGB independientes siguen donde la
cooperación a gran escala no es posible

48. SIGB de código abierto:
Escenario Internacional
 Fuerte interés en EE.UU., Canadá
 Principalmente a través de servicios de soporte
comercial pagados
 Muy poco o ningún interés en Asia
 El interés sigue creciendo lentamente en
Europa
 Cada vez mayor interés en el software de
código abierto en América Latina

49. Koha
 Originally developed in 1999 for small group of
libraries in New Zealand, Horowhenua Library
Trust by Katipo Communications, production use
by January 2000
 Gained widespread use in the United States
around 2004-05 and has seen steady growth in
use
 Wide international adoption
 Used in many thousands of libraries. 2,682
represented in libraries.org, with many large
groups not yet registered.
 Dominant open source SIGB in Latin America

50. Koha Worldwide

51. National Projects to deploy
Koha
 Philippines: A systematic effort to install Koha
in the public libraries sponsored by the state
libraries
 Turkey: 1,200+ public libraries
 Spain: Koha-Kobli http://kobli.bage.es/
 Argentina. CONABIP (Comisión Nacional de
Bibliotecas Populares)
 Customized version of Koha: DigiBepe
 http://www.conabip.gob.ar/faq/digibepe

52. Evergreen
 SIGB de código abierto desarrollado por
el Sistema de Bibliotecas Públicas de Georgia en
los Estados Unidos
 Apoyado y desarrollado por una empresa
llamada Equinox
 Software originalmente diseñado para grandes
consorcios compose de pequeñas bibliotecas
 Se utiliza principalmente en los Estados Unidos y
Canadá.
 No implementaciones en de América Latina
 Ver: http://www.open-ils.org/

53. Kuali OLE
 ILS being developed for and by large academic
and research libraries in an open source,
community based model
 Funded in part by the Andrew W. Mellon
Foundation, managed through the Kuali
Foundation
 4-year project to build the software recently
concluded
 Placed in production in August 2014 in University
of Chicago and Lehigh University
 Recent announcement that Kuali will move to for-profit
business model (August 25, 2014)

54. Nuevas direcciones en el
desarrollo de Automatización de
Bibliotecas
 Premisa
fundamental: Impreso + Electrónico + Digital
 Lo impreso domina en los SIGB tradicionales y
eso no se adecua al modelo de la realidad actual
de la biblioteca y al futuro
 Las bibliotecas actualmente cuentan con
un ILS núcleo, rodeado por módulos adicionales
para manejar los contenidos electrónicos
 Nuevas interfaces de descubrimiento que
sustituyen o complementan el módulo de catálogo
en línea del SIGB
 Tecnologías en la nube ofrecen un potencial
para nuevos niveles de eficiencia y cooperación

55. Unificado de Gestión de
Recursos
 Ya no es sensible el uso de diferentes
plataformas de software para la gestión de los
diferentes tipos de materiales de la biblioteca
 SIGB + ERM + OpenURL Resolver + la
gestión de activos digitales, etc, es un muy
ineficiente modelo
 Es mejor tener una plataforma flexible capaz
de gestionar múltiples tipos de materiales de
la biblioteca, múltiples formatos
de metadatos, con flujos de trabajo adecuado

56. Sistemas Abiertos
 La apertura se ha incrementado como
principal clave en las estrategias de tecnología de
la biblioteca
 Las bibliotecas necesitan llegar más lejos con sus
datos
 Capacidad para mejorar la experiencia del cliente
y la eficiencia operativa
 La demanda de interoperabilidad
 De código abierto - el pleno acceso al
programa interno de la aplicación
 abierto API - exponer interfaces de
programación a los datos y la funcionalidad

57. 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

58. Library Services Platform
Characteristics
 Highly Shared data models
 Knowledgebase architecture
 Some may take hybrid approach to accommodate local
data stores
 Delivered through software as a service
 Multi-tenant
 Unified workflows across formats and media
 Flexible metadata management
 MARC – Dublin Core – VRA – MODS – ONIX
 Bibframe
 New structures not yet invented
 Open APIs for extensibility and interoperability

59. Library Services Platforms
Category WorldShare
Managemen
t Services
Alma Intota Sierra
Services
Platform
Kuali OLE
Responsible
Organization
OCLC. Ex Libris Serials
Solutions
Innovative
Interfaces,
Inc
Kuali Foundation
Key precepts Global
network-level
approach to
management
and discovery
based on
central data:
stores
WorldCat +
holdings +
Items
Consolidate
workflows,
unified
manageme
nt: print,
electronic,
digital;
Hybrid data
model
Knowledgeb
ase driven.
Pure multi-tenant
SaaS
Service-oriented
architecture
Technology
uplift for
Millennium
ILS. More
open source
components,
consolidated
modules and
workflows
Manage library
resources in a
format agnostic
approach.
Integration into the
broader academic
enterprise
infrastructure

60. Development Schedule
WorldShare
Management
Services
Alma Intota Sierra
Services
Platform
Kuali OLE
General
Release in
July 2011
~200 now in
production
First ARL
member in
production in
June 2014
329 libraries
have signed
for Alma.
Over 200 in
production
Libraries in
production by
2015
336 contracts
completed,
many libraries
in production
(~250?)
Version 1.0
released Dec 2013
Version 2.0
underway
Summer 2014
implementations at
University of
Chicago and
Lehigh University

61. Consolidated index
Search: Unified Presentation Layer
Search
Engine
Digital
Coll
ProQue
st
EBSCO
…
JSTOR
Other
Resourc
es
Library technical infrastructure
API Layer
`
Library
Services
Platform
Self-Check /
Automated
Return
Enterprise
Resource
Planning
Learning
Managemen
t
Stock
Managemen
t
Authenticati
on
Service
Smart Cad /
Payment
systems

62. Library Web Presence
Integrated Library
System
Library
Web site
Subject
Guides
Article, Databases,
E-Book collections
Public Interfaces:
Presentation Layer

63. Convergence
 Discovery and Management solutions will
increasingly be implemented as matched sets
 Ex Libris: Primo / Alma
 Serials Solutions: Summon / Intota
 OCLC: WorldCat Local / WorldShare Platform
 Except: Kuali OLE, EBSCO Discovery Service
 Both depend on an ecosystem of interrelated
knowledge bases
 API’s exposed to mix and match, but
efficiencies and synergies are lost

64. Progressive consolidation of library
services
 Centralization of technical infrastructure of
multiple libraries within a campus
 Resource sharing support
 Direct borrowing among partner institutions
 Shared infrastructure between institutions
 Examples: 2CUL (Columbia University / Cornell
University)
 Orbis Cascade Alliance (37 independent colleges
and universities to merge into shared LSP)

65. Challenges and opportunities
for Latin America
 Selective adoption of global trends
 Some opportunities to acquire services from
global providers
 Spirit of technical proficiency and innovation
 Exercise APIs of commercial systems
 Adopt open source solutions and participate in
their development communities
 Create technical infrastructure to support
unique character of libraries in Chile and Latin
America

66. Gracias!