Library systems a changing market. Ken Chad (April2013)

92
kenchadconsultin g Ken Chad Ken Chad Consulting Ltd Twitter @kenchad [email protected] Te: +44 (0)7788 727 845 www.kenchadconsulting.com library systems: a changing market M25 Consortium April 2013

description

Library systems are no longer ‘stand alone’. Global technology influences are driving the market more than ever. There is a risk that the solutions libraries provide remain detached from truly meeting the real needs of many users - staff , academics, researchers and students. Instead of library systems.or even 'next generation' library services platforms we need to think in terms of the wider library technology ‘ecosystem’. That changes how make our decisions about the products we buy and the services libraries deliver

Transcript of Library systems a changing market. Ken Chad (April2013)

Page 1: Library systems a changing market. Ken Chad  (April2013)

ken

ch

ad

con

su

lti

ng

Ken ChadKen Chad Consulting LtdTwitter @[email protected]: +44 (0)7788 727 845www.kenchadconsulting.com

library systems: a changing market

M25 ConsortiumApril 2013

Page 2: Library systems a changing market. Ken Chad  (April2013)

Library systems are no longer ‘stand alone’. Global technology influences are driving the market more than ever. There is a risk that the solutions libraries provide get more and more detached from meeting the real needs of many users - staff , academics, researchers and students.

Instead of library systems perhaps we need to think in terms of the wider library technology ‘ecosystem’. That changes how make our decisions about the products we buy and the services libraries deliver

the argument-some food-for -thought

ken

ch

ad

con

su

lti

ng

Page 3: Library systems a changing market. Ken Chad  (April2013)

‘From my limited perspective, much of what is wrong with the system comes down to the fact that publishers and libraries have to plan well in advance and make changes slowly...

Students on the other hand are able to change direction quickly and easily.

The problem exist sbecause the market has changed so radically in the past few years that students have been able to adopt the new technologies well before the industry and libraries were able to make changes to support these students.

So unless this disparity is tackled students will continue to receive sub par products and support. And pay through the nose if they want access to the best digital content.

Joshua Harding a second year medical student at Warwick Medical speaking at UKSG conference 2013http://www.slideshare.net/UKSG/0930-harding

a student put it this way……

ken

ch

ad

con

su

lti

ng

Page 4: Library systems a changing market. Ken Chad  (April2013)

http://www.attemptingelegance.com/?p=1966 16th April 2013

a library director’s thoughts…this way……

Page 5: Library systems a changing market. Ken Chad  (April2013)

to find a good way forward we need to look at and learn from:

the contextthe wider technology context and its influence on library systems

the competitionwhat is the competition doing?

customers/userswhat do they need?

agenda

ken

ch

ad

con

su

lti

ng

Page 6: Library systems a changing market. Ken Chad  (April2013)

I’ll also look at: the next generation of library systems

some resources to inform and help

agenda

ken

ch

ad

con

su

lti

ng

Page 7: Library systems a changing market. Ken Chad  (April2013)

part 1. context:

the bigger picture

ken

ch

ad

con

su

lti

ng

Page 8: Library systems a changing market. Ken Chad  (April2013)

first…. global technology trends

ken

ch

ad

con

su

lti

ng

Page 9: Library systems a changing market. Ken Chad  (April2013)

http://www.gartner.com/newsroom/id/2209615

first…. global technology trends

Page 10: Library systems a changing market. Ken Chad  (April2013)

Mobile Device BattlesMobile Applications and HTML5Personal CloudEnterprise App StoresThe Internet of ThingsHybrid IT and Cloud ComputingStrategic Big DataActionable AnalyticsIn Memory ComputingIntegrated Ecosystems

http://www.gartner.com/newsroom/id/2209615

Page 11: Library systems a changing market. Ken Chad  (April2013)

Mobile Device BattlesBy 2013 mobile phones will overtake PCs as the most common Web access device worldwide

The implications for IT is that the era of PC dominance with Windows as the single platform will be replaced with a post-PC era where Windows is just one of a variety of environments IT will need to support

so you’ll want your library system to work (well!) on a tablet/mobile device

http://www.gartner.com/newsroom/id/2209615

Page 12: Library systems a changing market. Ken Chad  (April2013)

ken

ch

ad

con

su

lti

ng

The Cloudin 2012, we will see the beginning of the dawn of infrastructure irrelevance as the unstoppable forces of consumerization shift enterprise spending priority away from the purely mechanical pieces of the data center into areas that help address the surging demand from a new, savvy and empowered user base

Christian Reilly @reillyusa Manager of Global Systems Engineering, Bechtel

‘the future of cloud computing: industry predictions for 2012’. By Jeremy Geelan. Cloud Computing Journal. 10 November 2011http://cloudcomputing.sys-con.com/node/2040343

Page 13: Library systems a changing market. Ken Chad  (April2013)

ken

ch

ad

con

su

lti

ng

Page 14: Library systems a changing market. Ken Chad  (April2013)

Personal CloudThe personal cloud will gradually replace the PC as the location where individuals keep their personal content, access their services and personal preferences and center their digital lives. It will be the glue that connects the web of devices they choose to use during different aspects of their daily lives. Users will see it as a portable, always-available place where they go for all their digital needs. In this world no one platform, form factor, technology or vendor will dominate and managed diversity and mobile device management will be an imperative. The personal cloud shifts the focus from the client device to cloud-based services delivered across devices.

how will your library systems feed into the student’s ‘personal cloud’

http://www.gartner.com/newsroom/id/2209615

ken

ch

ad

con

su

lti

ng

Page 15: Library systems a changing market. Ken Chad  (April2013)

personal Cloud-a student’s view‘At the heart of this connectivity is cloud storage’.

‘Using an app like dropbox, allows you to connect to the ‘cloud’, where you can upload, download and sync your files across all of your devices’.

‘It has so many benefits I couldn’t list them all, it is also a very powerful tool for sharing information with colleagues’

Joshua Harding a second year medical student at Warwick Medical speaking at UKSG conference 2013http://www.slideshare.net/UKSG/0930-harding

ken

ch

ad

con

su

lti

ng

Page 16: Library systems a changing market. Ken Chad  (April2013)

Strategic Big DataBig Data is moving from a focus on individual projects to an influence on enterprises’ strategic information architecture. Dealing with data volume, variety, velocity and complexity is forcing changes to many traditional approaches. This realization is leading organizations to abandon the concept of a single enterprise data warehouse containing all information needed for decisions. Instead they are moving towards multiple systems, including content management, data warehouses, data marts and specialized file systems tied together with data services and metadata, which will become the "logical" enterprise data warehouse.

Where will all the data from your library systems go?

http://www.gartner.com/newsroom/id/2209615

ken

ch

ad

con

su

lti

ng

Page 17: Library systems a changing market. Ken Chad  (April2013)

ken

ch

ad

con

su

lti

ng

‘companies begin to understand that collecting and using massive amounts of data isn’t so hard any more. The cloud makes processing all this information possible without having to build the infrastructure permanently in your data center. And it’s pretty useful in making smart business choices’.

Jay Fry @jayfry3 Vice President, Marketing at Stealthy Cloud/Mobility Start-up

‘the future of cloud computing: industry predictions for 2012’. By Jeremy Geelan. Cloud Computing Journal. 10 November 2011http://cloudcomputing.sys-con.com/node/2040343

Page 18: Library systems a changing market. Ken Chad  (April2013)

‘Summon 2.0 We’ve ......analyzed volumes of data including search logs of millions of users performing hundreds of millions of searches across the Summon unified index.’

Page 19: Library systems a changing market. Ken Chad  (April2013)

‘creates new insights by exposing usage patterns, associations between topics, authors and articles.’

‘the bX suite of services is based on data mining and structured analysis of usage data obtained from hundreds of research institutions worldwide’

other users liked

Hot in your subject Popularity Reports- most popular articles k

en

ch

ad

con

su

lti

ng

Page 20: Library systems a changing market. Ken Chad  (April2013)

Actionable AnalyticsAnalytics is increasingly delivered to users at the point of action and in context. With the improvement of performance and costs, IT leaders can afford to perform analytics and simulation for every action taken in the business. The mobile client linked to cloud-based analytic engines and big data repositories potentially enables use of optimization and simulation everywhere and every time. This new step provides simulation, prediction, optimization and other analytics, to empower even more decision flexibility at the time and place of every business process action. 

will your new library systems empower your decision making?

http://www.gartner.com/newsroom/id/2209615

Page 21: Library systems a changing market. Ken Chad  (April2013)

http://library.hud.ac.uk/blogs/projects/lidp/

Page 22: Library systems a changing market. Ken Chad  (April2013)

ken

ch

ad

con

su

lti

ng

Page 23: Library systems a changing market. Ken Chad  (April2013)

Integrated EcosystemsThe market is undergoing a shift to more integrated systems and ecosystems and away from loosely coupled heterogeneous approaches. Driving this trend is the user desire for lower cost, simplicity, and more assured security. Driving the trend for vendors the ability to have more control of the solution stack and obtain greater margin in the sale as well as offer a complete solution stack in a controlled environment, but without the need to provide any actual hardware. In the mobile world, vendors including Apple, Google and Microsoft drive varying degrees of control across and end-to-end ecosystem extending the client through the apps.

who is in control of your library technology ‘ecosystem’?

http://www.gartner.com/newsroom/id/2209615

Page 24: Library systems a changing market. Ken Chad  (April2013)

next…. HE trends

ken

ch

ad

con

su

lti

ng

Page 25: Library systems a changing market. Ken Chad  (April2013)

NMC Horizon Project Preview 2013 Higher Education Editionhttp://www.nmc.org/pdf/2013-horizon-higher-ed-preview.pdf

trends......

Page 26: Library systems a changing market. Ken Chad  (April2013)

the abundance of resources and relationships made easily accessible via the Internet is increasingly challenging us to revisit our roles as educators. Institutions must consider the unique value that each adds to a world in which information is everywhere. In such a world, sense-making and the ability to assess the credibility of information are paramount.

how do your library systems enable ‘sense making?’

Page 27: Library systems a changing market. Ken Chad  (April2013)

‘With the Knowledge Graph, Google has taken a different step towards the future of search:

providing answers, not links.’

the ‘knowledge graph’‘things not strings’

Page 28: Library systems a changing market. Ken Chad  (April2013)

Both formal and informal learning experiences are becoming increasingly important as college graduates continue to face a highly competitive workforce. Informal learning --learning that is self-directed and aligns with the student’s own personal learning goals. Online or other modern environments are trying to leverage both formal and informal learning experiences by giving students more traditional assignments, such as textbook readings and paper writing, in addition to allowing for more open-ended, unstructured time where they are encouraged to experiment, play, and explore topics based on their own motivations. This type of learning will become increasingly important in learning environments of all kinds.

how do your systems encourage experiment, play and exploration of topics?

Page 29: Library systems a changing market. Ken Chad  (April2013)

Education paradigms are shifting to include online learning, hybrid learning, and collaborative models. Budget cuts have forced institutions to re-evaluate their education strategies and find alternatives to the exclusive face-to-face learning models. ..Institutions that embrace face-to-face/online hybrid learning models have the potential to leverage the online skills learners have already developed independent of academia. We are beginning to see developments in online learning that offer different affordances than physical campuses, including opportunities for increased collaboration while equipping students with stronger digital skills.

how do your library systems enable digital skills and collaboration?

Page 30: Library systems a changing market. Ken Chad  (April2013)

Massively open online courses are proliferating. MOOCs have captured the imagination of senior administrators and trustees like few other educational innovations have....As the ideas evolve, MOOCs are increasingly seen as a very intriguing alternative to credit-based instruction. The prospect of a single course achieving enrollments in the tens of thousands is bringing serious conversations ....

where do MOOCs fit in with your plans for library systems?

Page 31: Library systems a changing market. Ken Chad  (April2013)

'The broader significance of MOOCs is that they are part of a trend towards the unbundling of higher education. ... universities will come under pressure to move to something more like a “buffet” arrangement, under which they will accept credits from each other—and from students who take courses at home or even at high school, spending much less time on campus. StraighterLine, a start-up based in Baltimore, is already selling courses that gain students credits for a few hundred dollars.'

[Higher education] Not what it used to be. American universities represent declining value for money to their students. Economist 1st Dec 2012 http://www.economist.com/news/united-states/21567373-american-universities-represent-declining-value-money-their-students-not-what-it

ken

ch

ad

con

su

ltin

g

Page 32: Library systems a changing market. Ken Chad  (April2013)

‘where is the library? .... libraries are engaging in issues around copyright and IP, and are actively looking to see how to appropriately embed library services and research skills into these new and evolving environments. Encouragingly, some libraries are part of the core teams being formed on campus which are planning and executing on MOOCs — these partnerships are vital, especially if MOOCs are seen as important to the campus. To be blunt, if it’s politically important, libraries need to be there.’

MOOCs and Libraries: Introduction. by Merrilee. Hangingtogether.org [OCLC Research blog]. 9th April 2013. http://hangingtogether.org/?p=2666 k

en

ch

ad

con

su

ltin

g

Page 33: Library systems a changing market. Ken Chad  (April2013)

‘If my university's student FTE went from 4,000 to 104,000 because of a few MOOCs, the impact on our database/content licensing fees would not only break the library's budget, but the entire university's, as databases that currently cost us in the tens of thousands of dollars per year would jump into the millions - I am not exaggerating.

And I haven't even touched the technical issue of how all those free students are supposed to be recognized by our proxy servers to provide off campus access.’

Comment on 'For Libraries, MOOCs Bring Uncertainty and Opportunity.' By Jennifer Howard. The Chronicle of Higher Education. 25 March 2013,

http://chronicle.com/blogs/wiredcampus/for-libraries-moocs-bring-uncertainty-and-opportunity/43111

ken

ch

ad

con

su

ltin

g

Page 34: Library systems a changing market. Ken Chad  (April2013)

Open is a key trend in future education and publication, specifically in terms of open content, open educational resources, massively open online courses, and open access. As “open” continues its diffusion as a buzzword in education, it is increasingly important to understand the definition. Often mistakenly equated only with “free,” open education advocates are working towards a common vision that defines “open” as free, attributable, and without any barriers.

where do open source, open access, open content and open data fit?

ken

ch

ad

con

su

ltin

g

Page 35: Library systems a changing market. Ken Chad  (April2013)

It recommended a clear policy direction in the UK towards support for ‘Gold’ open access publishing, where publishers receive their revenues from authors rather than readers,

The Government response to the report accepts all the report’s recommendations

The Government also announced in its Open Data White Paper that it is establishing a Research Transparency Sector Board to consider how to develop policy on access to research data.

http://www.researchinfonet.org/publish/finch/

Page 36: Library systems a changing market. Ken Chad  (April2013)

Research Councils UK also announced on 16 July a new open access policy to come into effect for all research articles submitted for funding from 1 April 2013 that arise from Research Council funding. Universities and other institutions will be expected to set-up and manage their own publication funds.

The Higher Education Funding Councils have announced that they are developing proposals for implementing a requirement that research outputs submitted to a REF or similar exercise after 2014 shall be as widely accessible as may be reasonably achievable at the time;

The EU Commission has also announced new policies both for open access to publications and for access to data arising from research funded under Horizon 2020, the successor to Framework Programme 7 which will come into effect in 2014

http://www.researchinfonet.org/publish/finch/c

Page 37: Library systems a changing market. Ken Chad  (April2013)

open source library systems

'The idea of open source resonates with most libraries, but practical concerns trump philosophical preference. With open source now considered a routine option, these systems will prosper only to the extent that they are well supported and deliver on efficiency and innovation.‘

'Automation Marketplace 2013: The Rush to Innovate.' By Marshall Breeding. Digital Shift (Library Journal) 2 April 2013. http://www.thedigitalshift.com/2013/04/ils/automation-marketplace-2013-the-rush-to-innovate/

ken

ch

ad

con

su

lti

ng

Page 38: Library systems a changing market. Ken Chad  (April2013)

Social media is changing the way people interact, present ideas and information, and judge the quality of content and contributions. Educators, students, alumni, and even the general public routinely use social media to share news about scientific and other developments. Likewise, scientists and researchers use social media to keep their communities informed of new developments. The fact that all of these various groups are using social media speaks to its effectiveness in engaging people. The impact of these changes in scholarly communication and on the credibility of information remains to be seen, but it is clear that social media has found significant traction in almost every education sector

how social media savvy is will your library systems be?

ken

ch

ad

con

su

ltin

g

Page 39: Library systems a changing market. Ken Chad  (April2013)

ken

ch

ad

con

su

ltin

g

Page 40: Library systems a changing market. Ken Chad  (April2013)

There is an increasing interest in using data for personalizing the learning experience and for performance measures. As learners participate in online activities, they leave a vast trace of data that can be mined for a range of purposes. In some instances, the data is used for intervention, enrichment, or extension of the learning experience. This can be made available to instructors and learners as dashboards so that student progress can be monitored. In other cases, the data is made available to appropriate audiences for measuring students’ academic performance. As this field matures, the hope is that this information will be used to continually improve learning outcomes

how do your systems contribute to learning outcomes?

ken

ch

ad

con

su

ltin

g

Page 41: Library systems a changing market. Ken Chad  (April2013)

The original Library Impact Data Project (LIDP) found a statistically significant relationship across a number of universities between library activity data (specifically the number of items borrowed and logins to e-resources in the library) and student attainment.

Phase II of LIDP seeks to deepen our understanding of this relationship by investigating additional data such as gender, age, ethnicity, declared disability, retention, VLE and reading list use and engagement with in-house projects. This data will be used to identify predictors for student outcomes, with a particular focus on engagement with library services, in order to understand better how library activity relates to student attainment, including causal relationships

http://eprints.hud.ac.uk/12973/

learning outcomes

Page 42: Library systems a changing market. Ken Chad  (April2013)

5. the digital environment will provide more opportunities for institutions to provide an enhanced and customised student experience - Intelligent, data-driven systems will work with the student to support them, to analyse their learning behaviour, to propose resources that may help with areas of weakness or further develop areas of interest.

‘Seven predictions for our technology enabled universities’. By Sarah Porter. JISC Inform Issue 33 [Future technologies]. 2012http://www.jisc.ac.uk/inform/inform33/FutureTechnologies.html

ken

ch

ad

con

su

ltin

g

‘seven predictions for our technology enabled universities’

Sarah Porter, Head of Innovation at JISC

Page 43: Library systems a changing market. Ken Chad  (April2013)

'universities are clinging to a medieval concept of education in an age of mass enrolment. In a recent book, “Reinventing Higher Education”, Ben Wildavsky and his colleagues at the Kauffman Foundation, which focuses on entrepreneurship, add that there has been a failure to innovate.'

[Higher education] Not what it used to be. American universities represent declining value for money to their students. Economist 1st Dec 2012http://www.economist.com/news/united-states/21567373-american-universities-represent-declining-value-money-their-students-not-what-it

ken

ch

ad

con

su

ltin

g

Page 44: Library systems a changing market. Ken Chad  (April2013)

‘We've only ourselves to blame for wanting & demanding standalone monolithic systems in libraries.

Thanks to these monolithic systems, it's difficult to move staff around the library as everyone has specialist skills.

The current situation is clearly unsustainable.’

selected #mmit2012 tweets from Marshall Breeding’s “Paradigm Shift” keynotehttp://mmitblog.wordpress.com/2012/01/17/announcing-mmit-national-conference-2012/

(Thanks to Dave Pattern: UKSG presentation April 2013)

Page 45: Library systems a changing market. Ken Chad  (April2013)

(some of) the competition(and remember your competitors don’t have to

do all you do and can also be partners)

ken

ch

ad

con

su

lti

ng

Page 46: Library systems a changing market. Ken Chad  (April2013)

ken

ch

ad

con

su

lti

ng

‘We’re good now at cataloguing and indexing stuff.’ Eric Schmidt, Google CEO‘Inside Google. The Man with all the answers’. By David Rowan. Wired [UK edition] August 2009

.....organize the world's information and make it universally accessible and useful

Page 47: Library systems a changing market. Ken Chad  (April2013)

White, D., & Connaway, L. S. (2011). Visitors and residents: What motivates engagement with the digital information environment. Funded by JISC, OCLC, and Oxford University. http://www.oclc.org/research/activities/vandr/

This slide courtesy of Lynn Silipigni Connaway, Ph. D from her UKSG 2013 conference presentation

“I find Google a lot easier…so many journals come up and when you look at the first ten and they just don’t make any sense. I, kind of, give up.”

(USU7, Female Age 19)

ken

ch

ad

con

su

ltin

g

Page 48: Library systems a changing market. Ken Chad  (April2013)

‘CourseSmart is a venture supported by the leading publishers in North American higher education. Founded in 2007, CourseSmart provides eTextbooks and digital learning tools to millions of student and faculty users.’

Partners• Pearson• Cengage Learning• McGraw–Hill Education• Macmillan• John Wiley & Sons

http://www.coursesmart.co.uk/overview

‘CourseSmart is a venture supported by the leading publishers in North American higher education. Founded in 2007, CourseSmart provides eTextbooks and digital learning tools to millions of student and faculty users.’

Partners• Pearson• Cengage Learning• McGraw–Hill Education• Macmillan• John Wiley & Sons

http://www.coursesmart.co.uk/overview

Page 49: Library systems a changing market. Ken Chad  (April2013)

‘CourseSmart is the world's largest provider of digital course materials.

CourseSmart's comprehensive selection gives students, faculty, partners, and institutions a new way to find and access eTextbooks and digital course material in one place. CourseSmart customers enjoy anytime, anywhere access to important course materials at the click of a mouse from any web browser and on many popular tablets and mobile devices. CourseSmart's read offline feature also lets customers read eTextbooks from their computer or iPad when an internet connection is not available.

http://www.coursesmart.co.uk/overview

Page 50: Library systems a changing market. Ken Chad  (April2013)

‘Starting on Feb. 12, the company made excerpts of books searchable on Google.

When someone searches for treatments for asthma, a chapter from Pharmacotherapy: A Pathophysiologic Approach could come up. Readers have five clicks of interactive features within a chapter before they have to purchase the chapter or the book. “Publishers will have direct access to consumers, they’ll have access to data about how their content is performing, and they’ll be able to monetize through the world’s largest storefront, which we think is Google,’’ says MacInnis, A Google spokesman says: “Our goal with search is to make information accessible to people and help them get the answers they’re looking for. It’s always a good thing when there’s more information out there.”

new approaches to textbooks

Inkling Builds a Better (and Pricier) E-Book By Danielle Kucera 12 February 2013

ken

ch

ad

con

su

ltin

g

Page 51: Library systems a changing market. Ken Chad  (April2013)

Inkling-a student’s view

‘the future of the textbook’

* Intuitive navigation

* Interactive, movies, animations, music, podcasts, slideshows, interactive images, 3D models

* Search through the entire book

* Highlight text, make notes & share them

* Purchase per chapter

* Free content updates

Joshua Harding a second year medical student at Warwick Medical speaking at UKSG conference 2013

http://www.slideshare.net/UKSG/0930-harding

ken

ch

ad

con

su

ltin

g

Page 52: Library systems a changing market. Ken Chad  (April2013)

‘I bought the first iPad and quickly realised it was the solution to my problems, I recognised its potential to revolutionise how students access information and I adopted it early.’

‘I am now a completely paperless student. Everything I need to study medicine is in my hand’

Joshua Harding a second year medical student at Warwick Medical speaking at UKSG conference 2013http://www.slideshare.net/UKSG/0930-harding

ken

ch

ad

con

su

ltin

g

Page 53: Library systems a changing market. Ken Chad  (April2013)

customers

ken

ch

ad

con

su

lti

ng

Page 54: Library systems a changing market. Ken Chad  (April2013)

‘I have to rely solely on private consumption of information, IF I wish to remain paperless, and not settle for lesser resources. Meaning I have to pay for it all myself.

I can get free access to all the popular texts in paper form from my library--So why not digital?

• I have to buy ebooks from multiple sources and then use multiple platforms to access the content

• The quality of these platforms can vary tremendously

• Not to mention the mere act of having to use numerous different apps to read different publishers books is a real pain ‘

student frustrations

Joshua Harding a second year medical student at Warwick Medical speaking at UKSG conference 2013http://www.slideshare.net/UKSG/0930-harding

ken

ch

ad

con

su

ltin

g

Page 55: Library systems a changing market. Ken Chad  (April2013)

‘The way I look at it is, the challenge for me as a student is to learn the information, the challenge for yourselves is to improve the pathway by which this information is delivered to me. ’

I feel Improvements in digital literacy would help librarians to engage more with their student populations and provide them with advice and improve awareness.

Student advisors would be a potential idea where they could advise on workflows that can be used by the student population

Publishers could also help here by offering free (offline) ebooks with paper copies sold in shops

Joshua Harding a second year medical student at Warwick Medical speaking at UKSG conference 2013http://www.slideshare.net/UKSG/0930-harding

challenge & opportunity

ken

ch

ad

con

su

ltin

g

Page 56: Library systems a changing market. Ken Chad  (April2013)

so..... users don't want a discovery service, a library services platform an ebook platform or a MOOC, (or even a journal article or a book)

they want.......................??

(what does research into user behaviour say....)

ken

ch

ad

con

su

lti

ng

Page 57: Library systems a changing market. Ken Chad  (April2013)

If you want my future, forget my pastIf you wanna get with me, better make it fast.Now don't go wasting my precious time. Get your act together, we could be just fine

I'll tell you what I want, what I really, really want. So tell me what you want, what you really, really want I wanna, I wanna, I wanna, I wanna, I wanna really Really, really, wanna zigazang ha

I'll tell you what I want, what I really, really want

the spice girls

Page 58: Library systems a changing market. Ken Chad  (April2013)

MBChB - Medicine

‘Search across all my content & resourcesSeamlessly switch between note taking, resource

apps & textbooks’

↑ Efficacy↓ Time taken↓ Stress↑ Satisfaction

here’s what one Warwick medical school student

wants.....

Joshua Harding a second year medical student at Warwick Medical speaking at UKSG conference 2013http://www.slideshare.net/UKSG/0930-harding

Page 59: Library systems a changing market. Ken Chad  (April2013)

“people don’t want quarter-inch drills, they want quarter-inch

holes.”

Theodore Levitt of the Harvard Business School.

(this also illustrates how there will be hierarchy of jobs.. E.g. holes for shelves, shelves for books, books for

knowledge, knowledge to increase reputation.... etc..)

ken

ch

ad

con

su

lti

ng

Page 60: Library systems a changing market. Ken Chad  (April2013)

people 'hire' (with money, time effort) products and services to accomplish a task, achieve a goal or solve a problem.

these are the “jobs-to-be-done.”

ken

ch

ad

con

su

lti

ng

Page 61: Library systems a changing market. Ken Chad  (April2013)

“Although we would like to believe that all undergraduate

students are rigorous seekers of knowledge, the job that many ...are trying to get

done...is to pass their courses without having to read the

textbook at all”

The innovators solution. By Clayton M Christensen . Harvard Business School Press. 2003

ken

ch

ad

con

su

lti

ng

Page 62: Library systems a changing market. Ken Chad  (April2013)

'Almost a third of students these days do not take any courses that involve more than 40 pages of reading over an entire term. Moreover, students are spending measurably less time studying and more on recreation.'

[Higher education] Not what it used to be. American universities represent declining value for money to their students. Economist 1st Dec 2012http://www.economist.com/news/united-states/21567373-american-universities-represent-declining-value-money-their-students-not-what-it

so not all students are like Josh from Warwick. One size solutions won’t fit all

ken

ch

ad

con

su

ltin

g

Page 63: Library systems a changing market. Ken Chad  (April2013)

‘companies have spent a lot of money helping students to do more easily something that

they have been trying not to do’

The innovators solution. By Clayton M Christensen . Harvard Business School Press. 2003

and libraries too.????

ken

ch

ad

con

su

lti

ng

Page 64: Library systems a changing market. Ken Chad  (April2013)

and this approach to needs isn’t just about ‘customers’-students

academic staff, researchers:

what ‘jobs’ do you (and your librarian colleagues) need to get

done?

Page 65: Library systems a changing market. Ken Chad  (April2013)

analyse what people are really trying to do:

the ‘jobs-to-be-done’ (JTBD) methodology

defining the elements:-

ken

ch

ad

con

su

lti

ng

(1) what is the problem that needs to be solved? (2) who needs to solve the problem

(3) what is the particular circumstance of the problem (i.e. I’m on the train with a smart phone)?

http://www.kenchadconsulting.com/how-we-can-help/innovation/

Page 66: Library systems a changing market. Ken Chad  (April2013)

jobs-to-be-done approach

ken

ch

ad

con

su

lti

ng

pinpointing the opportunity...

what is the fundamental problem?what objectives are used to evaluate the solution?what barriers limit the solution?what solutions do customers consider?

what opportunities exist for (innovative) solutions?

Page 67: Library systems a changing market. Ken Chad  (April2013)

jobs-to-be-done (JTBD) approach

ken

ch

ad

con

su

lti

ng

analysing the ‘job’ with customers

what is the problem you are facing..and why do you care? what is the process you currently use to solve that problem? what alternatives do you consider when going through this process why do you select the option you select? what do you like about the current option?what don’t you like about it ?

what frustrates you when trying to solve this problem ?

Page 68: Library systems a changing market. Ken Chad  (April2013)

prioritising the 'jobs‘importance, frequency frustration

Page 69: Library systems a changing market. Ken Chad  (April2013)

what barriers does it overcome?

who would hire this solution?

what objectives can it address?

in what circumstances will it be effective?

for what jobs is the solution applicable?

what are the solution's capabilities?

analysing (potential) solutions

Page 70: Library systems a changing market. Ken Chad  (April2013)

solutions?

ken

ch

ad

con

su

lti

ng

Page 71: Library systems a changing market. Ken Chad  (April2013)

it’s a tough challenge: (Lorcan Dempsey)

‘..on the management side libraries have to pull together a variety of systems and services whose legacy business and technical boundaries may no longer map very well onto user requirements.

ken

ch

ad

con

su

lti

ng‘Untangling the library systems environment’. By Lorcan Dempsey. Lorcan Dempsey's Weblog 25 Oct 2009. http://orweblog.oclc.org/archives/002015.html

Page 72: Library systems a changing market. Ken Chad  (April2013)

it’s a tough challenge: (Lorcan Dempsey)

...they [libraries] have to project their resources into a variety of user environments and workflows over and above whatever integrated local library website environment they create.’

ken

ch

ad

con

su

lti

ng‘Untangling the library systems environment’. By Lorcan Dempsey. Lorcan Dempsey's Weblog 25 Oct 2009. http://orweblog.oclc.org/archives/002015.html

Page 73: Library systems a changing market. Ken Chad  (April2013)

it’s a tough challenge: (Marshall Breeding)

“These systems aren’t as integrated or comprehensive anymore as it takes maybe eight or nine or ten different applications … to do the things that libraries do.”

“With the increasing dominance of electronic content and digital collections in academic libraries, the capabilities lacking in the current slate of automation systems has

increasingly become an obstacle to progress. A new generation of digital services platforms for libraries is emerging, designed to provide a more comprehensive approach to the management and access to all formats of library materials: print, electronic and digital”.

‘Current and future trends in information technologies for information units’. By Breeding, Marshall. El profesional de la información, 2011, v. 21, n. 1, pp. 9-15. http://www.elprofesionaldelainformacion.com/breeding-english.pdf

ken

ch

ad

con

su

lti

ng

Page 74: Library systems a changing market. Ken Chad  (April2013)

‘next generation’ systems HELibTech defines the characteristic of the new generation of library systems as follows:(http://helibtech.com/Next+Generation)  

Search and discovery (Discovery services) for end users is 'de-coupled' from 'back-end' resource management although some Library Service Platforms may only work with a singe discovery service (e.g. Alma will only work with Primo)

The management of print and electronic (digital) resources is integrated (or 'unified’)

The library system elements interoperate easily with other systems. This is facilitated by a (web-based) Service Oriented Architecture (SOA) model to allow easier, lower cost integration with 'admin' systems such as student registry and finance. This can be viewed as a move from a library system to what has been called a 'library services platform' approach where various components and sub systems are 'loosely coupled’ (SOA) to provide an overall solution

Related to the above is more attention to improved workflows leading to saving in staff effort and consequently lower cost of ownership k

en

ch

ad

con

su

ltin

g

Page 75: Library systems a changing market. Ken Chad  (April2013)

‘next generation’ systems HELibTech defines the characteristic of the new generation of library systems as follows:http://helibtech.com/Next+Generation) 

Systems are typically 'cloud' based. This is a move away from more conventional 'hosting' to a system that is, in effect, a single entity that is shared by many separate and distinct libraries. Such 'multi-tenant' systems offer economies of scale and the opportunity to better share data (bibliographic, data on suppliers, licences etc) across the libraries

Related to the above is a move from 'management information' to 'analytics' or 'business intelligence'. This is characterised by not simply providing statistics on transactions recorded by a single library system (number of loans, items catalogued, orders placed etc), to an approach where all activity (including clickstreams) is potentially recorded and might be analysed to deliver new business insights. A cloud environment offers opportunities to collect and analyse data and detect trends across, what is in effect, a global network of systems k

en

ch

ad

con

su

ltin

g

Page 76: Library systems a changing market. Ken Chad  (April2013)

a new generation of solutions: ‘sometimes you just have to start over’

‘Systems that follow this approach include WorldShare Management Services by OCLC, Alma by Ex Libris, and Intota by Serials Solutions. The shared view of these organizations incorporates a line of thinking that says the amount of change we’ve seen, both in computer technology and in library management/operations, is so substantial that the best way to accommodate the change is to start with a fresh design that can take advantage of all of these changes.

The negative aspect of this approach is that some functionality may be lacking in early releases of the product. Whether this approach is for you really depends on your library’s needs and where the development organization is focusing first.’

‘The Future of Library Systems: Library Services Platforms’. By Carl Grant. NISO. Information Standards Quarterly. Fall 2012. Vol 24 Issue 4 ISSN 1041-0031http://www.niso.org/apps/group_public/download.php/9922/FE_Grant_Future_Library_Systems_%20isqv24no4.pdf

Page 77: Library systems a changing market. Ken Chad  (April2013)

....a new generation of solutions: ‘sometimes you just have to start over’

so if this is true of the vendors is it also true of libraries? Can you ‘start over’?

Page 78: Library systems a changing market. Ken Chad  (April2013)

who makes these solutions-the ‘next gen’ library services platforms?

ken

ch

ad

con

su

lti

ng

Page 79: Library systems a changing market. Ken Chad  (April2013)

do you recognise these?who owns your library system

vendor?

ken

ch

ad

con

su

lti

ng

and why do they think library systems is a good business to be in?

Page 80: Library systems a changing market. Ken Chad  (April2013)

Ex Libris AlmaThe Next-Generation Library Services Framework

Innovative Sierra Services Platform Local or Cloud-based Deployment

Page 81: Library systems a changing market. Ken Chad  (April2013)

....and will one of these ‘next gen’ systems help

students, academic staff, researchers and library staff

get their jobs done?

ken

ch

ad

con

su

lti

ng

Page 82: Library systems a changing market. Ken Chad  (April2013)

what barriers does it overcome?

who would hire this solution?

what objectives can it address?

in what circumstances will it be effective?

for what jobs is the solution applicable?

what are the solution's capabilities?

remember this…?

Page 83: Library systems a changing market. Ken Chad  (April2013)

do we need to look beyond the LMS/ILS, beyond the library

services platforms and look at a wider library systems

ecosystem?

ken

ch

ad

con

su

lti

ng

Page 84: Library systems a changing market. Ken Chad  (April2013)

its complicated!a real life academic library example. Not even a

library services platform does all this…..

ken

ch

ad

con

su

lti

ng

Page 85: Library systems a changing market. Ken Chad  (April2013)

you can’t get an ‘ecosystem’ off the shelf

......there is no easy answer.....

ken

ch

ad

con

su

lti

ng

Page 86: Library systems a changing market. Ken Chad  (April2013)

finally...some resources to help

ken

ch

ad

con

su

lti

ng

Page 87: Library systems a changing market. Ken Chad  (April2013)

http://helibtech.com/

Page 88: Library systems a changing market. Ken Chad  (April2013)

ken

ch

ad

con

su

lti

ng

http://libtechrfp.wikispaces.com/home

Page 89: Library systems a changing market. Ken Chad  (April2013)

http://www.jisc.ac.uk/whatwedo/programmes/di_informationandlibraries/emergingopportunities/lmschange.aspx

Page 90: Library systems a changing market. Ken Chad  (April2013)

https://docs.google.com/file/d/0B-zvFbWMYVgONnFtT0V4U2tjS00/edit

Page 91: Library systems a changing market. Ken Chad  (April2013)

www.kenchadconsulting.com

Page 92: Library systems a changing market. Ken Chad  (April2013)

ken

ch

ad

con

su

lti

ng

Ken ChadKen Chad Consulting LtdTwitter @[email protected]: +44 (0)7788 727 845www.kenchadconsulting.com

library systems: a changing market

M25 ConsortiumApril 2013