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LIBRARY TECHNOLOGY INDUSTRY UPDATE: BUSINESS AND TECHNOLOGY TRENDS
Marshall BreedingIndependent Consultant, Author, andFounder and Publisher, Library Technology Guideshttp://librarytechnology.org/http://twitter.com/mbreeding
29 October, 2014 Internet Librarian 2014
Summary
Libraries worldwide spend almost $2 billion/year on technology hardware, software and services and are constantly considering prudent strategic technology investments. Author of the “Automation Marketplace Industry Report” (Library Journal, 2002–2013) and the “Library Systems Report” (American Libraries, 2014), Breeding has the incredible ability to explain the current state of the industry and what we need to watch for in the future to factor into our technology decisions today.
Sources
American Libraries Library Systems Report 2014 online edition published April 15
Perceptions Surveys 2014 edition recently published http://librarytechnology.org/perceptions201
3.pl Turnover Reports:
http://www.librarytechnology.org/ils-turnover.pl?Year=2013
http://www.librarytechnology.org/ils-turnover-reverse.pl?Year=2013
Library Technology Guides
librarytechnology.org
Mergers and Acquisitionshttp://librarytechnology.org/mergers
Library Technology Industry Reports
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
American Libraries Library Journal
Library Systems Report 2014
Library Systems Report 2014 Arabic
Library Systems Report 2014 Spanish
http://
www.thinkepi.net
Library Systems Report Tables
http://www.americanlibrariesmagazine.org
Perceptions 2013
http://www.librarytechnology.org/perceptions2013.pl Annual survey for Libraries Satisfaction levels for
Company Current ILS Service Loyalty Migration Plans
3002 Responses 53 Countries
Perceptions Survey 2013
Product Satisfaction for Large Public Libraries
American Libraries Library Systems Report
Library Systems Report 2014: Strategic Competition and Cooperation Online Publication: April 15, 2014 Covers 2013+ calendar year activities
Library Journal Automation Marketplace
Published annually in April 1 issue Based on data provided by each vendor Focused primarily on North America
Context of global library automation market
Library Technology Industry Reports
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
American Libraries Library Journal
Industry Revenues
$1.8 billion global industry
$790 million from companies involved in the US
$485 million from US Libraries
Industry Giants
Ex Libris: 3,957 customer libraries 536 FTE Employed
Innovative 410 FTE employed 1,640 libraries
SirsiDynix: 3,595 libraries 385 FTE Employed
Personnel Resources 2013
2013 2013 201
2Company Dev SupSales Admi
nOthe
rTotalTotal
EBSCO Information Services 424 869 554 98 862 2807
OCLC 1280 1250Ex Libris 194 222 60 46 14 536 522SirsiDynix 102 170 53 20 40 385 369EOS International 50Follett Software Company 120 164 52 10 15 361
341
Innovative Interfaces, Inc. 103 184 61 55 7 410
341
Serials Solutions 124 63 52 5 11 255 256The Library Corporation 41 93 25 13 27 199 199Polaris Library Systems 27 50 17 3 97 93VTLS 25 35 8 9 77 86Equinox Software 5 7 2 2 2 18 20ByWater Solutions 1 12 2 3 14 13
Personnel Resources: Open Source
Company Dev Sup
Sales Admin
Other
Total
PTFS -- LibLime
5 16 3 8 8 155
Equinox Software
5 7 2 2 2 18
ByWater Solutions
1 12 2 3 0 18
Mergers and Acquisitions Activity
Mergers and Acquisitions
Mergers and Acquisitions Detail
Personnel Growth / Loss
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
0
100
200
300
400
500
600
700
800
Ex Libris
SirsiDynix
Follett Software Company
Innovative Inter-faces, Inc.
Innovative Interfaces 2012-13 Majority acquisition by 2 private Equity
Firms: Huntsman Gay Global Capital + JMI Equity New C-level management
Kim Massana, CEO Subsequent Transaction: Kline sells
remaining shares and exits Global expansion
Dublin, Ireland Noida, India
Innovative Interfaces 2014
Innovative acquires Polaris Library Systems
Jim Carrick and partners sell shares and exit
No longer a separate company Bill Schickling now Senior VP for Global
Sales Polaris office East Coast Operations center
Innovative Acquires VTLS
SirsiDynix acquires EOS International
Co-founder Scot Cheatham sells shares and exits
1,100 mostly special libraries use EOS.Web
Common strategy for hosted solutions
EBSCO Information Services
Internal Consolidation: EBSCO Publishing + EBSCO Information
Services Tim Collins, President and CEO
Also named CEO of EBSCO Industries
ProQuest
Internal Consolidation Kurt Sanford CEO (since July 2011) Serials Solutions brand retired Worlflow Solutions under Kevin Sayer
Follett Library Solutions
Internal Consolidation Tom Schenck, President and CEO Follett Library Software Follett Library Resources Follett Educational Resources Follett International
Lucidea Corporation
Ron Aspe, President and CEO SydneyPLUS Inmagic Cuadra Associates
Web-scale Index-based Discovery
Search:
Digital Collections
Web Site ContentInstitution
al Repositori
es
…E-Journals
Reference Sources
Search Results
Pre-built harvesting and indexing
Conso
lidate
d In
dex
ILS Data
Aggregated Content packages
(2009- present)
Usage-generate
dData
Customer
Profile
Discovery Service Statistics
Discovery Product 2010 2011 2012 2013InstalledEBSCO Discovery Service 1774 5612Primo 506 111 101 98 1407Encore 56 72 36 365Summon 164 214 158 673SirsiDynix Enterprise 75 100 102 123 407Axiell Arena 57 33 104 35 316Chamo 34 7 23 36 128
Recent ILS Industry Contracts
Company Product 2009
2010 2011 2012 2013
OCLC WMS 184 163 92
Innovative Sierra 206 117 113
Ex Libris Alma 8 24 17 31
SirsiDynix Symphony - 126 122 104 128
Innovative Millennium 45 39 32 30 1
TLC Library.Solution 30 43 48 13 17
Ex Libris Aleph 47 39 25 26 25
VTLS Virtua 18 22 13 14 7
Polaris Polaris ILS 33 23 53 30 30
Biblionix Apollo 55 87 79 80 87
ByWater Solutions
Koha 7 44 54 34 68
PTFS LibLime LibLime Academic Koha
7 5 6
PTFS LibLime LibLime Koha 44 27 37 30
Equinox Evergreen 18 15 21 37 12
Transition to Library Services Platforms
New platforms take the stage Ex Libris Alma, OCLC WorldShare
Management Services, ProQuest Intota, Kuali OLE, Innovative Interfaces Sierra(others?)
Basic design to manage resources of all formats and media
Reliance on collaboratively built and shared data models
Deployed through cloud technologies
Integrated (for print) Library System
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
Cataloging Acquisitions Serials OnlineCatalog
Public Interfaces:
Interfaces
BusinessLogic
DataStores
2005 – Present ILS / ERM Fragmentation
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
CatalogingAcquisitionsSerials OnlineCatalog
Public Interfaces:
Application Programming Interfaces
`
LicenseManagement
LicenseTerms
E-resourceProcurement
VendorsE-Journal
Titles
Protocols: CORE
Con
solid
ate
d in
dex
Unified Presentation LayerSearch:
Digital Coll
ProQuest
EBSCO…
JSTOR
Other Resour
ces
New Library Management Model
`
API Layer
Library Services Platform
LearningManageme
nt
LearningManageme
nt
Enterprise ResourcePlanning
Enterprise ResourcePlanning
StockManageme
nt
StockManageme
nt
Self-Check /
Automated Return
Self-Check /
Automated Return
Authentication
Service
Authentication
Service
Smart Cad /
Payment systems
Smart Cad /
Payment systems
Discovery
Service
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 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
Library Services Platforms
Category WorldShare Management 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 management: print, electronic, digital; Hybrid data model
Knowledgebase driven. Pure multi-tenant SaaS
Service-oriented architectureTechnology 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
Software model
Proprietary Proprietary
Proprietary Proprietary Open Source
Development Schedule
WorldShare Management Services
Alma Intota Sierra Services Platform
Kuali OLE
General Release in July 2011~200 now in productionFirst 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 2013Version 2.0 underwaySummer 2014 implementations atUniversity of Chicago and Lehigh University
Integrated Library Systems?
ILS products continue to evolve Continue to be appropriate for libraries
with active physical collections Public Libraries
Development trajectory must include Integration of e-book lending Service-oriented architecture Improved support for non-print materials
Evolved ILS will eventually resemble library services platforms
Evolved ILS example: Polaris Basic structure of an ILS APIs available for extensibility LEAP: development of Web-based staff
interfaces Full integration of e-book discovery and
lending Partnership with 3M Cloud Library
Continues to see strong sales LEAP: new development on Web-based
staff clients
Notable Companies
OCLC
Non-profit corporation based in Dublin Ohio $203.5 million revenue 2011/12 fiscal year $57 million in scope of automation industry Owned and Governed by membership: Board
of Trustees, Global and Regional Councils Lawsuit between SkyRiver / Innovative vs
OCLC withdrawn Annual Reports available:
http://www.oclc.org/news/publications/annualreports/2012/2012.pdf
Ex Libris
Largest company in the industry Formidable competition for Academic
Libraries Global marketing strength
Europe, Asia, North America Latin American distributor
Longstanding business strategy based on research and development 194 personnel in development out of 536
Ex Libris Product Strategy
Legacy ILS remain viable and profitable Aleph – Many national and large research
library installations Voyager – Many national and academic
research Customer base seeing some erosion to
competing systems Alma developed as replacement for
Aleph, Voyager and to attract new academic clients Academic libraries running non-specialized
ILS targets for Alma
Innovative Interfaces
Global company: Based in Emeryville, CA Markets to all library types Owned by HGGC and JMI Equity 361 employees, 120 in development International expansion
Polaris
Acquired by Innovative in 2014 Major competitor for public libraries Mid-sized company (97 employees) Focus:
Market: US Public Libraries Technology: MS Windows platform
Strong customer service performance
ProQuest: (Workflow Solutions) Focus on Academic Libraries Summon: first Web-scale Discovery
Service Summon 2.0 announced for summer 2013
Intota: Planned Library Services Platform (2015)
SirsiDynix
Continues to see new sales, especially internationally
Two flagship ILS products: Horizon and Symphony Symphony winning new sites, mostly
outside the US Revival of development and support for
Horizon
SirsiDynix Product Strategy
Layer new technologies on the old Web Services layer for Horizon and Symphony New “BLUE Cloud” suite
Enterprise Portfolio BookMyne Social Library (Facebook app)
eResource Central e-resource management and discovery (mostly e-
books) 1-click check-out and download of e-books
Open Source Integrated Library Systems
Major thread in library systems development Koha Evergreen Kuali OLE
Open Source Automation Systems Koha
Small to mid-sized public and academic libraries
Used by several consortia (SKLS) Evergreen
Designed for Library Consortia Kuali OLE
Designed for large research libraries
Koha Libraries Worldwide
Evergreen
Popular system for state funded initiatives Georgia Pines Virginia Evergreen Indiana Evergreen Pennsylvania Integrated Library System:
SPARKS Massachusetts: CW/MARS, Bibliomation,
Merimack British Columbia SITKA North Carolina Cardinal Vermont: new Catamount project
Evergreen Libraries Worldwide
Kuali OLE
Enterprise level library services platform Financial and in-kind contributions from
investing institutions Matched by the Andrew W. Mellon
Foundation Major academic libraries in the US
involved as original investing partners UK: Senate House Library + Bloomsbury
Colleges now committed in principal
Kuali OLE Timetable
In development since 2009 Some libraries may go live in 2014 Additional grant from Mellon Foundation
in 2012 to extend development Version 1.0 Released for Dec 2013 GOKb project started in 2012 for e-
resource management
Kuali OLE in Production
Version 1.5: Print functionality only Electronic Resource Management
implemented in 2015 in Version 2.0 release Lehigh University
August 19, 2014 University of Chicago
Essential Investments
Many libraries operate with automation systems not well aligned to the composition of their collections
Library and campus tools may seem unsophisticated and primitive relative to what students experience outside the campus domain
Practice of under-investment and deferred maintenance or replacements of library technology infrastructure
Leadership and Engagement Transition to new technology models just
underway More transformative development than
in previous phases of library automation Opportunities to partner and collaborate
Vendors want to create systems with long-term value
Question previously held assumptions regarding the shape of technology infrastructure and services
Provide leadership in defining expectations
Questions and discussion
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