Harnessing Tech to Support Library Strategies

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Marshall Breeding Independent Consult, Author, Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding. Harnessing Tech to Support Library Strategies . . 12 May 2013. HKU Library Leadership Institute. - PowerPoint PPT Presentation

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Harnessing Tech to Support Library Strategies Marshall BreedingIndependent Consult, Author, Founder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreeding

12 May 2013HKU Library Leadership Institute

Appropriate Automation InfrastructureCurrent automation products out of step with current realitiesMajority of library collection funds spent on electronic contentMajority of automation efforts support print activitiesNew discovery solutions help with access to e-contentManagement of e-content continues with inadequate supporting infrastructureThe Legacy LibraryPhysical collections: Print, microfilm, manuscriptsScholarly publishing dominated by commercial publishers, societies, etc. (No open access)Library Services focus on access to physical items based on citations and bibliographic recordsThe Online Catalog dominates as the primary search tool for booksPrint indexes for finding articlesKey Context: Technologies in transitionClient / Server > Web-based computingBeyond Web 2.0Integration of social computing into core infrastructureLocal computing shifting to cloud platformsApplication Service Provider offerings standardNew expectations for multi-tenant software-as-a-serviceFull spectrum of devices full-scale / net book / tablet / mobileMobile the current focus, but is only one example of device and interface cyclesKey Context: Libraries in TransitionAcademic Shift from Print > ElectronicE-journal transition largely completeCirculation of print collections slowingE-books now in play (consultation > reading)All libraries:Need better tools for access to complex multi-format collectionsStrong emphasis on digitizing local collectionsDemands for enterprise integration and interoperabilityKey Context: Each type of library faces unique challengesAcademic: Emphasis on subscribed electronic resourcesPublic: Engaged in the management of print collectionsDramatic increase in interest in E-books School: Age-appropriate resources (print and Web), textbook and media managementSpecial: Enterprise knowledge management (Corporate, Law, Medical, etc.)Key Text: Changed expectations in metadata managementMoving away from individual record-by-record creation Life cycle of metadata Metadata follows the supply chain, improved and enhanced along the way as neededManage metadata in bulk when possibleE-book collectionsHighly shared metadata E-journal knowledge bases, e.g.Great interest in moving toward semantic web and open linked dataVery little progress in linked data for operational systemsAACR2 > RDA MARC > Bibframe (http://bibframe.org/)Reshaped collectionsJournals now published and delivered electronicallyMonographs: transition to e-books underwayDemand for e-book discovery and lendingDigital collections: local libraries and cultural organizations actively involved in digitizing unique materialsMedia collections: LP, CD, DVD, Blu-Ray to streamingHeritage print collections will remain indefinitelyCumulative effectLibrary collections more complex than everLibrary services move diverseManaging electronic and digital content harder than managing printReassess expectations of TechnologyMany previous assumptions no longer applyTechnology platforms scale infinitelyNo technical limits on how libraries share technical infrastructureCloud technologies enable new ways of sharing metadata Build flexible systems not hardwired to any given set of workflowsReassess workflow and organizational optionsILS model shaped library organizationsNew Library Services Platforms may enable new ways to organize how resource management and service delivery are performedNew technologies more able to support strategic priorities and initiatives

Social ComputingWeb 2.0 as a separate activity largely a distractionImportant to have social orientation built directly into the software and services that comprise library infrastructureAvoid jettisoning patrons out of the librarys Web presenceFind ways to effectively connect with users, connect users to each other, and especially to connect users to library content and services Academic Library IssuesGreater concern with electronic scholarly articlesManagement: Need for consolidated approach that balances print, digital, and electronic workflowsAccess: discovery interfaces that maximize the value of investments in subscriptions to scholarly articles and research materialsSince Minuteman (MLN) has a majority of public libraries and 7 academic libraries , might I suggest that you remove Academic from the title. MLNs public libraries have as much interest in managing and providing access to electronic resources as academic libraries.13Public Library IssuesGreater concern for e-books and general article databasesManagement: Need for consolidated approach that balances print, digital, and electronic workflowsEmphasis on technologies that engage users with library programs and services

Traditional Proprietary Commercial ILSAleph, Voyager, Millennium, Symphony, Polaris BOOK-IT, DDELibra, Libra.se, Open GalaxyLIBERO, Amlib, Spydus, NCSTraditional Open Source ILSEvergreen, KohaNew generation Library Services PlatformsEx Libris AlmaKuali OLE (Enterprise, not cloud)OCLC WorldShare Management Services, Serials Solutions IntotaInnovative Interfaces Sierra (evolving)Competing Models of Library AutomationConvergence Discovery and Management solutions will increasingly be implemented as matched setsEx Libris: Primo / AlmaSerials Solutions: Summon / IntotaOCLC: WorldCat Local / WorldShare PlatformExcept: Kuali OLE, EBSCO Discovery ServiceBoth depend on an ecosystem of interrelated knowledge basesAPIs exposed to mix and match, but efficiencies and synergies are lostDigital dominant libraries in sightAll new content acquired in electronic formatsE-Journals, E-books: all acquired and accessed electronicallyLegacy collections fully digitizedFull digitization of local specialized collectionsReassess expectations of TechnologyMany previous assumptions no longer applyTechnology platforms scale infinitelyNo technical limits on how libraries share technical infrastructureCloud technologies enable new ways of sharing metadata Build flexible systems not hardwired to any given set of workflowsReassess workflow and organizational optionsILS model shaped library organizationsNew Library Services Platforms may enable new ways to organize how resource management and service delivery are performedNew technologies more able to support strategic priorities and initiatives

Time to engageTransition to new technology models just underwayMore transformative development than in previous phases of library automationOpportunities to partner and collaborateVendors want to create systems with long-term valueQuestion previously held assumptions regarding the shape of technology infrastructure and servicesProvide leadership in defining expectations

Libraries as agents of content procurement and distributionContent may be decreasingly accessed through traditional library channelsContent disseminated throughout the institutional enterprise information infrastructureLearning Management SystemsDepartmental or disciplinary research portalsAcademic institutions continue to require specialists to procure content on behalf of teaching and research facultyDigital Impact on content productionA given that new content will be done digitally from start to finishMore dimensions of research process exposedPublishing models: pressure mounting toward open accessSelection: New dynamics in peer review and subsequently promotion and tenureResearch data Research Data increasingly within scopeNSF data management plansNeed to organize and preserveRe-use and repurposeThe evolution of academic informationLibrary collections should be built from the universe of academic and scholarly content that supports research an teachingTransition from Print only > Print + electronic + digital + ??? (new media forms)Cumulative. AdditiveThe Legacy LibraryPhysical collections: Print, microfilm, manuscriptsScholarly publishing dominated by commercial publishers, societies, etc. (No open access)Library Services focus on access to physical items based on citations and bibliographic recordsThe Online Catalog dominates as the primary search tool for booksPrint indexes for finding articlesStrategic CooperationShared infrastructure in support of strategic collaborative relationshipsOpportunities to share infrastructureExamples:2CULOrbis Cascade AllianceOpportunities to reconsider automation implementation strategiesOne library = 1 ILS?Ability to share infrastructure across organizational boundaries?Time to Invest in TechnologyLibraries in general lack the proper tools to manage and deliver access to their reshaped collectionsLibrary and campus tools may seem stilted and primitive relative to what students experience outside the campus domainTradition of under-investment and deferred maintenance or replacements of technology infrastructure in the libraryDearth of transformative technology options?UCSD Research Data Curation Services

Centers of PreservationIncreased involvement in production of digital content demands institutional commitment to long-term digital preservationDigital Curation: create, organize, access, preservationLibraries as a whole in the early stages of digital preservationResource Sharing StrategiesStrategic interest in Resource SharingSupplement local collectionsProvide expanded universe of content to library usersPrint Digital ElectronicLower operational CostsStep into more powerful automation environmentResource Sharing issuesLocal Control and BrandingCompromises to policies and practicesImpact on collection developmentTargeted collections among partnersOpportunities for collaborative operationsTechnical ServicesCosts for deliveryReduce traditional ILL costsImpact on Library UsersAccess to larger aggregate collectionsEnhanced Discov