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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
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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
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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
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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
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How local catalogues and the NUC/WorldCat are built
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ILS implementations in NZ - Libraries
http://www.librarytechnology.org/lwc-ils-marketshare.pl?Country=New+Zealand&Type=Public
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ILS implementations in NZ - facilities
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Automation in NZ Academic Libraries
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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
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Changes afoot at OCLC
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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
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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
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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
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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
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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)
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OCLC will eventually consolidate products to platforms
CBS (PICA) TouchPoint (Sisis) Zportal / Xportal
(FDI) WorldCat Link
Resolver
All Legacy ILS VDX
WorldCat WorldShare
Speculativ
e
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Changes afoot at Ex Libris
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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?
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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
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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
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Changes afoot in Standards
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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
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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
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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
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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
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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
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Discovery / Union Catalogs
Te Puna: currently resides in Voyager implementation
Voyager product aging Current Ex Libris development focused on
Alma
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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
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Discovery Options
WorldCat Local Current / Replacement ILS Other Discovery Services
Primo / Primo Central Summon (more article oriented) EBSCO Discovery Services (articles) SOLR (Blacklight / VuFind)
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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