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Shared solutions: libraries, shared services and the cloud

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There is an overlap between cloud computing and 'shared services'. The November 2011 (UKSG Conference) 'Shared Solutions' presentation by Ken Chad looks at definitions (of shared services and also the …

There is an overlap between cloud computing and 'shared services'. The November 2011 (UKSG Conference) 'Shared Solutions' presentation by Ken Chad looks at definitions (of shared services and also the cloud computing) the rationale, issues & barriers, kinds of opportunities & services, impact and finally what we should do about shared services and ‘the cloud’

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  • 1. UKSG one-day conference a problem shared London November 2011 the shared solution kenchadconsultingKen ChadKen Chad Consulting Ltd@kenchadken@kenchadconsulting.comTe: +44 (0)7788 727 845www.kenchadconsulting.com
  • 2. SCONUL‘s Higher Education LibraryTechnology (HELibTech) wiki http://helibtech.com/Shared+Services
  • 3. definitionrationaleissues & barrierskinds of opportunities kenchadconsultingkinds of servicesimpactwhat do we do?
  • 4. definitionkenchadconsulting
  • 5. ‗Typically they describe a model of providing servicesin a combined or collaborative function, sharingprocesses and technology. In the private sector thisis usually within the same group of companies, but inother sectors it will most often be between separateentities. The most sophisticated models involve kenchadconsultingestablishing a completely new organisation, run andmanaged as an autonomous business. The traditionaldefinition of a shared service concentrates on bringingtogether back office functions, often fromgeographically disparate areas, into a separateorganisation. However, a broader definition could offerwider opportunities.‘Shared services: the benefits for higher education institutions. HEFCE Circular letter number 20/2006http://www.hefce.ac.uk/pubs/circlets/2006/cl20_06/
  • 6. the cloud... we need to be clear on some terminology. Marketing machines are in full force around "cloud," with each purveyor of high-tech wares offering a definition of cloud computing that best suits its purposes, resulting in a general lack of clarity about what cloud computing really entails. Rather than letting vendors define the term, we can refer to the emerging consensus driven largely by the broader community, which helps break cloud computing into three smaller components: Infrastructure as a service: IaaS Platform as a service: PaaS Software as a service: SaaSThe Future and Challenges of IT Shared Services. By Shel Waggener.Educause Quarterly. Volume 33, Number 1, 2010http://www.educause.edu/EDUCAUSE+Quarterly/EDUCAUSEQuarterlyMagazineVolum/TheFutureandChallengesofITShar/199394
  • 7. Infrastructure as a Service (IaaS) -computing resources (compute,storage, and network) are exposed as a capability. Instead of owning,managing or controlling the underlying infrastructure, you rent theinfrastructure, as a service. An example is Amazon Elastic Cloud Compute(EC2).Platform as a Service (Paas) - In this case, programming platforms andtools (such as java, python, or .NET) and/or building blocks and APIs forbuilding cloud-based applications and services are made exposed as acapability. Examples include Amazon Simple Storage Service (S3), AzureStorage, and Force.com.Software as a Service (SaaS) – In this case, applications are exposed as aservice running on a cloud infrastructure. Examples include SalesForce.comand Microsoft Office Online.Software as a Service (SaaS), Platform as a Service (PaaS),and Infrastructure as a Service (IaaS)JD Meier (blog) 11 Feb 2010http://blogs.msdn.com/b/jmeier/archive/2010/02/11/software-as-a-service-saas-platform-as-a-service-paas-and-infrastructure-as-a-service-iaas.aspx
  • 8. rationalekenchadconsulting
  • 9. ‗To ensure we maintain our trajectory to reducethe deficit, by achieving sustainable savingsand making Government efficient, we mustsimplify and standardise back office kenchadconsultingservices and functions.‘Government Shared Services: Strategic Vision Cabinet Office July 2011
  • 10. ‗increased efficiency and end-usersupport will demand new approachesincluding shared services, commercial kenchadconsultingpartnerships, and outsourcing.‘Study of early adopters of shared services and cloud computing within Higher and FurtherEducation. By Mark Clark, Gill Ferrell, Paul Hopkins. HE Associates Ltd 1st May 2011http://www.jisc.ac.uk/media/documents/programmes/flexibleservicedelivery/Feast%20Final%20Report%20May2011.pdf
  • 11. [the] future of library systems is ‗towardlibraries collaborating, cooperating, sharingresources among different libraries. And we seethat in things like consortia, state-wide librarysystems, all kinds of ways that libraries haveright now of working together for economic kenchadconsultingreasons, and it just makes so much sense intoday‘s environment.‘Quoted in: The Future of the ILS. By David Rapp. Library Journal 1st April 2011http://www.libraryjournal.com/lj/home/889595-264/the_future_of_the_ils.html.csp
  • 12. ‗‗at a time of pressure on university resources, itis critical that technology is used in acollaborative and cost-effective way, to deliverservices that will benefit the sector. Cloudcomputing has the potential to do this in ways kenchadconsultingwhich will serve the academic communityleading to improvements in research, teachingand administration.‘David Sweeney, HEFCE Director for Research, Innovation and SkillsShared services in cloud computing to be funded by HEFCEhttp://www.hefce.ac.uk/news/hefce/2011/cloud.htm
  • 13. ‗the current funding model for IT/IS is unsustainable asGartner studies [Source: Gartner IT Key Metrics Data 2010] showthat 70% of IT budget is spent on systems maintenance; henceonly 30% is available for productivity enhancement. With rapidchanges in the user-environment arising from pervasive ‗smart‘device technologies and user-expectation fuelled by experiences insocial network spaces then more resource is needed to be spent tospeed innovations to support agility and new delivery paradigms. kenchadconsultingThe requirement is for computing solutions delivering cutting-edgeperformance, enhanced availability, 99.999% reliability, andsignificant and rapid scalability, all delivered for less (includingsupport staff costs); hence shared services and cloudparadigms.Study of early adopters of shared services and cloud computing within Higher and FurtherEducation. By Mark Clark, Gill Ferrell, Paul Hopkins. HE Associates Ltd 1st May 2011http://www.jisc.ac.uk/media/documents/programmes/flexibleservicedelivery/Feast%20Final%20Report%20May2011.pdf
  • 14. Bezos on [Amazon Web Services]The problem was obvious. We didn‘t have that infrastructure. So westarted building it for our own internal use. Then we realized, ―Whoa,everybody who wants to build web-scale applications is going to needthis.‖ We figured with a little bit of extra work we could make it availableto everybody. We’re going to make it anyway—let’s sell it.Levy: What was the internal argument against it?Bezos: Stick to the knitting. kenchadconsultingLevy: I‘m going to guess that you don‘t find that argument convincing.Bezos: No. The common question that gets asked in business is, why?That‘s a good question, but an equally valid question is, why not?This is a good idea, we have a lot of skills and assets to do thiswell, we‘re already going to do it for ourselves—why not sell it, too?Jeff Bezos Owns the Web in More Ways Than You Think. By Steven Levy. WiredDecember 2011 13 November 2011
  • 15. issues and barriers (apart from VAT ) kenchadconsulting
  • 16. ‘Making shared services happen will demand leadership anddrive from those at the top of the organisation.In sharing services, the underlying processes will usually needto be simplified and standardised before they are consolidatedin a single shared service. kenchadconsultingParties to the collaboration ...will need to migrate to a commontechnology platform ...to remove the complexity andinefficiency that multiple systems might cause‘Sharing the Gain: Collaborating for Cost-EffectivenessChartered Institute of Public Finance & Accountancy (CIPFA), 2010. ISBN 978 1 84508 221 5
  • 17. Experience in the sector as a customer or partner of sharedservices is high; however few institutions have deepexperience of being a service provider to others and internalstaff may not readily adapt to the necessary cultures of being aservice provider where accountabilities are significantly different.Adopting services from a provider similarly requires a differentculture with staff needing to acquire skills in contract negotiation,contract management and the skills to liaise between the provider kenchadconsultingand end-users.Different models for shared services have arisen to accommodatethe diversity of requirements and approaches; at the heart ofthese services is a requirement for a clear and operativegovernance model.Study of early adopters of shared services and cloud computing within Higher and Further Education. By Mark Clark, GillFerrell, Paul Hopkins. HE Associates Ltd 1st May 2011http://www.jisc.ac.uk/media/documents/programmes/flexibleservicedelivery/Feast%20Final%20Report%20May2011.pdf
  • 18. Although the logic for the application of shared servicesto the public sector is strong, governance andcultural issues are significant barriers. Thesuccessful adoption of shared services requirestransformational projects and programmes with a kenchadconsultingheavy emphasis on enabling cultural and behaviouralchange.‘Government shared service: strategic vision.‘ Cabinet office. 2011
  • 19. “an immense accumulation of commodities,‖ Karl MarxA key issue for shared services is the potential for savings througheconomy of scale ..... Economy of scale is particularlyrelevant when delivering commodity services; a significantquestion therefore is which services are commodities and whichcould be commoditised effectively. kenchadconsultingStudy of early adopters of shared services and cloud computing within Higher and FurtherEducation. By Mark Clark, Gill Ferrell, Paul Hopkins. HE Associates Ltd 1st May 2011http://www.jisc.ac.uk/media/documents/programmes/flexibleservicedelivery/Feast%20Final%20Report%20May2011.pdf
  • 20. Providing a single approach to IT solutions is very difficultgiven the diverse constituencies of a higher educationcampus. Discussions about solving the economy-of-scaleissue frequently lead to complaints about the dreaded"centralization" of IT services and the perceived loss offeatures and autonomy.The Future and Challenges of IT Shared Services. By Shel Waggener. Educause Quarterly. Volume 33, Number 1, 2010http://www.educause.edu/EDUCAUSE+Quarterly/EDUCAUSEQuarterlyMagazineVolum/TheFutureandChallengesofITShar/199394
  • 21. what kinds ofopportunities? kenchadconsulting
  • 22. Benefits of publishing cooperativesThe market challenges and structural constraints....render it difficultfor small society publishers to compete individually. Publishingcooperatives can provide society publishers a practical response totheir shared set of economic issues, structural constraints, andstrategic market challenges.Federated publishing cooperatives — with shared servicescooperatives supporting multiple subject–oriented satellitecooperatives — offer an alternative operating model for societypublishers.Publishing cooperatives: An alternative for non–profit publishers by Raym Crow. First Monday, volume 11, number 9(September 2006). http://firstmonday.org/issues/issue11_9/crow/index.html
  • 23. ‗The University Library is seeking to procure a unified library management system ‗ ‗work in concert with a vendor and other interested research librarystakeholders to contribute towards the design, development and delivery of a next generation library system which will produce a unified resource management approach to the full spectrum of library collections.’ kenchadconsulting And‗The University Library has a strategic preference and a clear business requirement for a born cloud based system. The library places theutmost importance on the architecture for any new system being modern, fit for purpose & designed specifically to operate within a cloud environment‘. http://www.publictenders.net/tender/103132
  • 24. Collection Acquisition and Management at the Network LevelAs library collections are increasingly shared, there may besignificant advantages (in terms of both cost and efficiency) inmoving more acquisitions and licensing data andprocesses to the network level where they can beshared among the ILS, ERM and repositories and with other kenchadconsultinglibraries. Moreover, libraries are finding their ILS acquisitionsmodules inadequate for managing the acquisition of the newerparts of whole collections. There is already a clear need for theacquisitions of the three parts of the collection to be managedas a whole; moving data to the network, thereby enablingshared network services, is one solution. The Networked Library Service Layer: Sharing Data for More Effective Management and Co-operation. ByJanifer Gatenby. 30-July-2008 Publication: Ariadne Issue 56http://www.ariadne.ac.uk/issue56/gatenby/
  • 25. ‗If it eventually delivers what it promises, full implementation of Alma should deliver staggering cost savings; “50 per cent ofthe total cost of ownership” according to Jo Rademakers of the Catholic University of Leuven‘ kenchadconsulting ‗Streamlining workflow—cutting costs‘ By Elspeth Hyams CILIP Update May 2010
  • 26. what kinds of services? kenchadconsulting (I can‘t list them all)
  • 27. Now any two salesforce.com customers can share data andinformation with zero integration requiredUnique Salesforce to Salesforce capabilities possible because ofmulti-tenant Force.com Platform-as-a-Service kenchadconsultingcustomers will be able to securely connect and share informationbetween individual salesforce.com deployments with the click of abutton."Just as Facebook is revolutionizing how individuals connect,Salesforce to Salesforce is revolutionizing how companies connectand share business informationSalesforce.com Revolutionizes How Companies Share Information with Salesforce to Salesforce - The Multi-TenantBusiness Network. Press Release 5 December 2007http://www.salesforce.com/company/news-press/press-releases/2007/12/071205.jsp
  • 28. The HE sector is an exemplar to the UK Governmentdemonstrating a rich array of shared services across allareas of institutions operations. In particular the JISCand associated services are enviously viewed by other kenchadconsultingcountries for their richness of provision and economy ofoperation.Study of early adopters of shared services and cloud computing within Higher and Further Education. By Mark Clark, GillFerrell, Paul Hopkins. HE Associates Ltd 1st May 2011http://www.jisc.ac.uk/media/documents/programmes/flexibleservicedelivery/Feast%20Final%20Report%20May2011.pdf
  • 29. Thanks to $385,000 from the Andrew W. Mellon Foundation, thelibraries at Columbia University in New York City and CornellUniversity in Ithaca, NY, will begin―the most expansive collaboration to date between major researchlibraries,‖ notably collaborative collection development. The librariesaim to develop ―a joint program for identifying, purchasing, andmanaging world class collections of global resources,‖ said AnneKenney, Cornell‘s university librarian.Columbia, Cornell Libraries To Partner on Collection Development, Acquisitions, Preservation.$385,000 Mellon grant supports joint project called 2CULNorman Oder -- Library Journal, 10/15/2009http://www.libraryjournal.com/article/CA6701530.html
  • 30. Ex Libris AlmaThe Next-Generation Library Services Framework Innovative Sierra Services Platform Local or Cloud-based Deployment
  • 31. The Summon™ ServiceTrue Web-Scale Discovery BASE is one of the worlds most voluminous search engines especially for academic open access web resources. BASE is operated by Bielefeld University Library
  • 32. This is an organisation made up ofpublishers, content providers andresearchers ....to manage and map kenchadconsultingauthor identifiers to a common Orcidacademic author ID (including authors,editors, publishers and anyone elseinvolved in the scholarly publishingprocess). A kind of scholarly nameidentifier system in the cloud.
  • 33. impactkenchadconsulting
  • 34. Cloud ComputingBy 2016 ,all Global 2000 companies will usepublic cloud services.Cloud computing represents a shift in the relationshipbetween the providers and consumers of IT-based kenchadconsultingsolutions Nov 2010: Gartner Identifies Seven Major Projects CIOs Should Consider During the Next Three Years
  • 35. the future of cloud computing:industry predictions for 2012‘. kenchadconsultingBy Jeremy Geelan. Cloud Computing Journal. 10 November 2011http://cloudcomputing.sys-con.com/node/2040343
  • 36. IT managers will drive for private cloud adoption will beissues of data sovereignty, privacy regulations, securityconcerns – on the back of high profile cloud outages.Underpinning the move to private cloud will be the existinginvestment made by enterprises in massive infrastructuresmaking it difficult for enterprises to deal with how theytransition out of these models. Understandably in some casesjob protectionism is also at play with the push to manageinternal private ‗clouds‘. In time the larger enterprises will kenchadconsultingfail to realise the promised economies of scale withthese models and there will be a shift to public cloudScott Stewart @CIOmatters Top 100 Cloud Blogger & ResearchDirector at Longhaus Pty Ltd
  • 37. cloud computing will allow everybody to be aservice provider. The infrastructure to dothings is no longer a limiting factor. Focus willshift to application and business services. kenchadconsultingLauren C. States @lauren_statesVP & CTO, Cloud Computing & Growth Initiatives, IBM
  • 38. in 2012, we will see the beginning of the dawn ofinfrastructure irrelevance as the unstoppableforces of consumerization shift enterprise spendingpriority away from the purely mechanical pieces ofthe data center into areas that help address thesurging demand from a new, savvy and kenchadconsultingempowered user baseChristian Reilly @reillyusa Manager of Global SystemsEngineering, Bechtel
  • 39. PaaS is the future of cloud services and we will seesome interesting business model innovations in2012. kenchadconsultingKrishnan Subramanian @krishnan. Industry Analyst coveringCloud Computing & Open Source. Open Source Evangelist
  • 40. companies begin to understand that collectingand using massive amounts of data isn’t sohard any more. The cloud makes processing allthis information possible without having to build theinfrastructure permanently in your data center. Andit‘s pretty useful in making smart business choices. kenchadconsultingJay Fry @jayfry3 Vice President, Marketing at StealthyCloud/Mobility Start-up
  • 41. so what do we do? time to rethink...? kenchadconsulting or should we ‗stick to the knitting?
  • 42. ‗The JISC invites tenders for an audit of the datasets that make upthe digital infrastructure provided by JISC.The overview will be use to identify gaps and efficiencies in the digitalinfrastructure‘ ........Examples include:• Copac• Suncat• The Keepers registry kenchadconsulting• Shared academic knowledgebase• Openurl router• JISC Historic Books• Digimap• Landmap• Jorum JISC ITT: Data Audit of the Digital Infrastructure. November 2011http://www.jisc.ac.uk/fundingopportunities/funding_calls/2011/11/dataaudit.aspx
  • 43. of projects..were not aligned with..strategy‗Why your IT project may be riskier than youthink.‘ kenchadconsultingBy Bent Flyvbjerg & Alexander Budzier. Harvard Business Review. September 2011Citing: ‗The art of project portfolio management.‘ By Sascha Meskendahl, Daniel Jonas, Alexander Kock andHans Georg Gemundenhttp://mpm.tim.tu-berlin.de/fileadmin/docs/MPM-Artikel.pdf
  • 44. strategybusiness models kenchadconsulting
  • 45. Ken Chad Consulting LtdTwitter : @kenchad ken@kenchadconsulting.com Tel: +44 (0)7788 727 845www.kenchadconsulting.com
  • 46. UKSG one-day conference a problem shared London November 2011 the shared solution kenchadconsultingKen ChadKen Chad Consulting Ltd@kenchadken@kenchadconsulting.comTe: +44 (0)7788 727 845www.kenchadconsulting.com