Redefining the Academic Library. Ex Libris next generation solution for library management
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1 Redefining the Academic Library Ex Libris next generation solution for library management 26. March
2 The bridge to knowledge The Bridge of Sighs in Cambridge St John's College of Cambridge University 2
3 The bridge to knowledge New services to end users Library Users New tasks for the library New access methods New collection definition New partnerships with service providers 3
4 Key Criteria for the Next Generation System New Services to be created Rising demand on digital and electronic resources Old Services to be continued Physical material remains important Stretched Budgets and Staff Time Libraries need to prove their value to the organization 4
5 Three Steps to the Next Generation System CONSOLIDATE OPTIMISE EXTEND 5
6 CONSOLIDATE OPTIMISE EXTEND 6
7 CONSOLIDATE OPTIMISE EXTEND The idea behind Alma Unified Resource Framework CONSOLIDATE 7
8 Evolution of Library Automation Tools User Environments (OPAC) MetaSearch (Viewer) Print ILS Link Electronic ERM Digital DAM Management Environments 8
9 Decoupled & Unified End-User Services Unified Discovery Primo Link Print ILS Electronic ERM Digital DAM Management Environments 9
10 Added Global E-Resource Services Mega Index articles & e-books Primo Central Unified Discovery Primo Print ILS Link Electronic ERM Digital DAM Article Recommender Service Management Environments 10
11 Consolidate the Management Frameworks Turn format-based data silos Primo Central Unified Discovery Primo Print ILS Link Electronic ERM Digital DAM Management Unified Management Environments 11
12 Consolidate the Management Frameworks Turn format-based data silos to service-based unified workflows Primo Central Unified Discovery Primo Preservation Fulfillment & Linking Resource & Metadata Mgmt Acquisitions Selection Unified Management 12
13 Unified Resource Framework Primo Central Unified Discovery Primo Regional/ National Catalogs Alma Community Zone Unified Management 13
14 CONSOLIDATE OPTIMISE EXTEND The Alma Concepts Next Generation Library Management Services OPTIMISE 14
15 The road to the optimised library Optimisation Networked library system User Experience Services & Workflows Data Structure Infrastructure Automation Integrated library system 15
16 The road to the optimised library Optimisation Networked library system User Experience Services & Workflows Data Structure Infrastructure Automation Integrated library system 16
17 Infrastructure: The Core of Cloud Computing Technical Core Business Core Multi tenancy Highly Elastic performance Minimal local effort (browser) Central upgrades Improved configurability & easier administration Improved sharing Improved availability & security Amsterdam, London, Frankfurt, Zürich, Paris, 17
18 The road to the optimised library Optimisation Networked library system User Experience Services & Workflows Data Structure Infrastructure Cloud architecture Software-as-a-Service Automation Integrated library system 18
19 Data Structure: Collaborative Metadata Management A hybrid model to balance global sharing with local needs Library Inventory holdings of all types (P & E & D) Library Catalog private metadata bibliographic & authority records Community Zone global, shared metadata bibliographic & authority records OPEN metadata 19
20 Data Structure: Collaborative Metadata Management Regional/National Catalogs National Catalogs Inventory Library Catalog Community Zone Regional Catalog WorldCat 20
21 The road to the optimised library Optimisation Networked library system User Experience Services & Workflows Data Structure Community & Library Data Automatic content enrichment Infrastructure Cloud architecture Software-as-a-Service Automation Integrated library system 21
22 Services & Workflows: All End-to-End Workflows in one system Selection Acquisition Activation Inventory Mgmt Metadata Mgmt Link Resolution Fulfillment Cross-resource type selection Combined acquisition and activation Unified fulfillment P, E, & D User-driven collection development Usage-driven evaluation & renewal Digitization on demand 22
23 Services & Workflows : Actionable Analytics and Intelligence 23
24 The road to the optimised library Optimisation Networked library system User Experience Services & Workflows Highly automated workflows Data analytics & intelligence Data Structure Community & Library Data Automatic content enrichment Infrastructure Cloud architecture Software-as-a-Service Automation Integrated library system 24
25 Primo with Alma Smart Fulfillment 25
26 Primo with Alma E-Book Display 26
27 Primo with Alma Print Availability 27
28 The road to the optimised library Optimisation Networked library system User Experience Unified smart fulfillment On-demand fulfillment Services & Workflows Highly automated workflows Data analytics & intelligence Data Structure Community & Library Data Automatic content enrichment Infrastructure Cloud architecture Software-as-a-Service Automation Integrated library system 28
29 CONSOLIDATE OPTIMISE EXTEND Alma Integration and Extension Online connectivity to external services EXTEND 29
30 Alma Interfaces on Every Level User Experience User Experience Primo Interfaces Services & Workflows Services Workflows Process Level WebServices WorkFlows Data Structure Data Structure Data Level WebServices Infrastructure Monitoring Security 30
31 Integrate Into Your Environment Extend Alma by integrating it with existing and upcoming environments Self Check SIP2 Virtual Learning Environment Metadata Providers Users Parent Institution Student Information System (SIS) LDAP Finance & ERP Material Vendors Resource Usage Identity Mngt Partners SSO Suppliers University Press Union Catalogs Resource Sharing Open Access Repositories Research Management Scholarly Community 31
32 Extend Using the Open Platform Third Party Libraries Service Centers Developer Docs Developer Wiki Code Sharing Apps 32
33 Ex Libris Alma in 7 Bullet Points CONSOLIDATE OPTIMISE EXTEND Unified management of all resource types Consolidated workflows & data Cloud service Collaborations (libraries, users) Analytics-driven Open, Service Oriented, Extensible Enables libraries to offer new services 33
34 The Status Next Generation Development Style 34
35 Alma Development Partners Background Key Areas of Collaboration ~7M items Voyager, Meridian, SFX, Primo Workflow streamlining Especially cataloging Systems integration ~6.5M items Voyager, SFX, Primo Digital content Descriptive Metadata E-Research workflows ~7M items Aleph, Verde, DigiTool, SFX, Primo ~4M items (31 institutions) : Aleph, Verde, DigiTool, SFX, Primo Course reading workflows Analysis tools Digital collection mngmnt Inter-institutional relationship management Consortial services 35
36 Alma - Agile Release Cycle Frequent, small updates Periodical Releases Lower TCO Bug fixes, minor enhancements Automatic for every customer No impact on daily activity 3 times a year (spring, summer, winter) New features User requests & needs addressed in weeks / months (not years) No server or client upgrades No data migration Always on the latest release Release Release Release Release Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan 36
37 Alma Early Adopters Early Adopter Programme Kick-Off in October Partners, incl. a Consortium Early Adopter Programme Kick-Off in October Partner Early Adopter Programm Kick-Off im July Partners among them University of York, Lancaster University, University of East London, Plymouth University, Free University of Bolzano 60 institutions in total have already signed Alma-Contracts 37
38 Alma Early Adopters D-A-CH Integration with German union catalog structure GND, ZDB, ILL, Integration with ACC GND, ZDB, ILL, Integration with IDS GND, ZDB, ILL, 38
39 Costs and Service modells Software-as-a-Service 39
40 Software-as-a-Service Ex Libris offers a variety of services, which is software already installed on hardware ready to use via Web (Service Level Agreements) All new version upgrades included yearly subscription fee Each service requires certain implementation Data migration from legacy systems Training Initial configuration up-front cost 40
41 Ex Libris Services Primo Central Unified Discovery Primo Regional/ National Catalogs Alma Community Zone Unified Management 41
42 Ex Libris Services Primo Central Primo Alma Community Zone 42
43 Ex Libris Services Price Modell Primo Primo Central Alma Community Zone Services and related subscriptions vary by product In general, subscriptions are based on number of users, either end-users or staff-users Another criteria is collection size, represented by metadata records and digital objects We offer consortia models for all products For a more detailed discussion we will need to talk individually Please contact: Ullrich.Juengling@ExLibrisGroup.com 43
44 Alma has open arms The bronze statue of 'Alma Mater' by Daniel Chester French. The artist said he wanted to 'make a figure that should be gracious in the impression, with an attitude of welcome to the youths who should choose Columbia as their College.' 1903 Columbia University, New York 44
45 Thank you! Dr. Axel Kaschte, Strategy Director Europe 45
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