The future of Jisc's library support services - Jisc Digifest 2016
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Jisc’s services help libraries more efficiently manage the full life cycle of their collections, and enable UK researchers and students to discover resources held across libraries and archives the UK. In this session, we’ll describe how we’ve worked with customers and stakeholders to develop a vision that will shape our library support services, and will share our plans for transforming and developing our current services into a coherent and compelling offer for our customers.
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The future of Jisc's library support services - Jisc Digifest 2016
- 1. Future of Jisc’s Library Support Services Liam Earney and Ross Macintyre
- 2. Agenda » The Challenge » Library Support Services BusinessAnalysis » Methodology » Strategic options » Tactical options › Data orchestration › Service consolidation and coherence › Workflow support › Advocacy » Discussion 02/03/2016 Future of Jisc’s Library Support Services
- 3. The problem » Number of well used library support services › JUSP, KB+, JiscCollections subscription services » New services in development › Ebooks, OA, preservation » Increasingly active beyond ‘library support’ domain › OA & research, discovery Positive experience » Fragmented and confusing portfolio » Service rather than customer focus » Duplication of effort/resource » Uncertain relation to wider environment and workflows » Point solutions over end-to-end » Inefficient workflows » Institutions and Jisc aren’t deriving benefits in terms of service improvement and business/management information Negative perception 02/03/2016 Future of Jisc’s Library Support Services
- 4. Library Support Services study 02/03/2016 Future of Jisc’s Library Support Services 1. Understand the wider library systems landscape • Systems vendor strategies • Institutional strategies • New requirements 2. Understand how institutions were managing/navigating that landscape 3. Understand how Jisc services related to that landscape and each other 4. Make recommendations for the development of Jisc services so that they add value to users and each other Business Analysis
- 5. Methodology Building on HEFCE Shared Services Study
- 6. Methodology »Landscape study »Processes and systems consultation › What systems are in use? › How satisfactory are the systems? › What systems are used for specific tasks? »Data handling analysis 02/03/2016 Future of Jisc’s Library Support Services
- 7. Landscape study »Overview library systems and digital library service providers relevant to HE »Emphasis on integrated Library Services Platforms providers › Broad scan of their overall strategic posture and direction »Review of systems in use by UK HE › Survey of intentions on change of provider 02/03/2016 Future of Jisc’s Library Support Services
- 8. Processes and Systems Consultation 80 survey submissions and 100 workshop delegates across UK 02/03/2016 Future of Jisc’s Library Support Services
- 9. Data handling analysis »AuthorityType › Is the data element part of a controlled list of values or identifiers (internal or external to the service)? »Intervention › Is the data edited in some way, either manually or automatically? »Entity › what type of data? (e.g. Repository,Article, Journal) »Source › Created by the service or ingested from an external provider? All data analysed to understand 02/03/2016 Future of Jisc’s Library Support Services
- 10. Strategic response What role should Jisc play?
- 11. Taking account of the wider landscape »Change and churn will continue › Technology innovation › Changes in scholarly communications › Supply chain developments »Library systems › Development of ever larger walled gardens › Consolidation means less responsiveness to local needs – UK › Global user group power leads to gaps at the local level 02/03/2016 Future of Jisc’s Library Support Services
- 12. Number of potential options for Jisc » Option 1 – Withdraw - market is healthy wind down its own role » Option 2 – Conquer - fill all the roles in the competitive landscape scan via partnership, acquisition or competition » Option 3 – Concentrate - Select a strategic subset of systems, roles that have coherence for themselves, thus competing against other providers for some business lines whilst avoiding doing so for others » Option 4 – Triage - Identify gaps and challenges in the existing systems and resources, with specific reference to UK practices, and therefore seek to complete the jigsaw puzzle by complementing existing providers, thus making critical yet diverse contributions, sometimes with limited life expectancy 02/03/2016 Future of Jisc’s Library Support Services
- 14. Data orchestration Entity Number of JLS systems storing information on this entity Organisation 13 Journal 10 Time 7 Place 6 Platform=Repository 5 Quantity 4 Person 4 Holdings 4 Item=Article 3 Package 3 Platform=Other 3 Event 3 Item=Other 2 Licence 2 Grant 2 Item=Archival Unit 1 » Up to 13 systems storing the same data independently of each other › Organisation names › Journal titles » Duplication of effort 02/03/2016 Future of Jisc’s Library Support Services
- 15. Service coherence Domains not silos
- 16. Bibliographic Data Services »Aggregating data from all UK HE libraries › collections management › preservation › eBooks availability tracking › benchmarking › resource discovery »‘Bibliographic Data Knowledge Base’ 02/03/2016 Future of Jisc’s Library Support Services
- 17. Subscription management »Journals and Organisations »Subscriptions and Usage »Licensing »Business Intelligence 02/03/2016 Future of Jisc’s Library Support Services
- 18. Research outputs »Jisc’s open access offer › Policy compliance › Discovery, usage and impact › Cost management › Metadata and Interoperability 02/03/2016 Future of Jisc’s Library Support Services
- 20. Key tactics » Development of a ‘Bibliographic Data Knowledge Base’ » Data Orchestration and Standards » Infrastructure optimization » Workflow mapping (UX) » Access management (single sign-on to support working across services) » Business case development (including business models for revenue generation) » Change management (teams/ways of working) Delivery plan (2-3 year) covering: 02/03/2016 Future of Jisc’s Library Support Services
- 21. KB+ Editing core titles 02/03/2016 Future of Jisc’s Library Support Services
- 22. JUSP – Core title usage 02/03/2016 Future of Jisc’s Library Support Services
- 23. JUSP – Highest use titles 02/03/2016 Future of Jisc’s Library Support Services
- 24. Key tactics » Development of a ‘Bibliographic Data Knowledge Base’ » Data Orchestration and Standards » Infrastructure optimization » Workflow mapping (UX) » Access management (single sign-on to support working across services) » Business case development (including business models for revenue generation) » Change management (teams/ways of working) Delivery plan (2-3 year) covering: 02/03/2016 Future of Jisc’s Library Support Services
- 25. Subscription management Thinking through the implications
- 26. Subscription manager from Jisc DR Consortial Negotiation Jisc Collections Journals Books Databases Archives Multimedia Subscription and Purchasing Jisc Collections website Ebooks tracking and decision support JUSP and KB+ Usage tracking JUSP Licence management and info Jisc Collections web site KB+ SHERPA ROMeO Entitlement tracking KB+ SUNCAT Perpetual Access KB+ Keepers Registry 02/03/2016 Future of Jisc’s Library Support Services
- 27. Subscription Manager from Jisc DR Consortial Negotiation Jisc Collections Journals,Books, ArcDatabases, hives, Multimedia, Geospatial Subscription and Purchasing Jisc Collections web site Ebooks tracking and decision support JUSP and KB+ Usage tracking JUSP Licence management/info Jisc Collections website KB+ SHERPA ROMeO Entitlement tracking KB+ SUNCAT data PerpetualAccess KB+ Keepers Registry Data & Interoperability 02/03/2016 Future of Jisc’s Library Support Services
- 28. Subscription Manager from Jisc DR Consortial Negotiation Jisc Collections Journals,Books, Databases, Archives, Multimedia, Geospatial Subscription and Purchasing Jisc Collections web site Ebooks tracking and decision support JUSP and KB+ Usage tracking JUSP Licence management/info Jisc Collections web site KB+ SHERPA ROMeO Entitlement tracking KB+ SUNCAT data PerpetualAccess KB+ Keepers Analytics & business intelligence 02/03/2016 Future of Jisc’s Library Support Services
- 29. Subscription Manager from Jisc DR Central Jisc systems • Data warehouse • Customer service • Account managers Jisc DR Services • Research Outputs • Bibliographic Data Services Third party systems • Library Service Platforms • External knowledgebases Subscription Manager 02/03/2016 Future of Jisc’s Library Support Services
- 30. Workflow support
- 31. Avoid tight integration with 3rd parties »Responses to the Library Support Services survey emphasised › Diverse supply chain requires multi-step processes and variable workflows by institutions › Growing centrality of a relatively closed and inflexible Library Service Platform reinforces such workflows › Tight integrations likely to be unsuccessful »Focus on data exchange between services based on community norms and standards 02/03/2016 Future of Jisc’s Library Support Services
- 32. New requirements What else did we learn from the feedback received?
- 33. Evolving service needs »Jisc should fill gaps, offer shared and managed services and fast track responses to new challenges: › Collection management › eBooks metadata › Research outputs › Perpetual access 02/03/2016 Future of Jisc’s Library Support Services
- 34. Adding value to library services »Work with RLUK, SCONUL and the British Library to promote and undertake › Advocacy for good practice › Principles for data and software services › Standards adoption and implementation › Skills › Data services – preparation, enhancement and management 02/03/2016 Future of Jisc’s Library Support Services
- 35. Discussion
- 36. jisc.ac.uk Thank you Liam Earney and Ross MacIntyre
Editor's Notes
- Domain 1: Bibliographic Data Services Aggregating data from all UK HE libraries and build services based around that data -> Plus support UK policy and community focus in this area [ref BIBDOG and its membership]. This is an area we’re moving on right now – and Neil will talk about in more detail. Day 2 10:30 workshop: ‘Building Trust in a National Monograph Knowledge Base’ (Hall 8a)
- Domain 2: Subscription Management This is a major growth area for us – helping libraries manage and make good decisions around not only their print collections, but also their eResources. We run several services that contain valuable data around journals and organisations (JUSP, Sherpa Romeo, SUNCAT). We also run several services that help institutions to manage data related to subscriptions and usage. In addition, the Jisc collections procurement website has valuable business intelligence we could use to improve externally facing services. (i.e. info on licence management and subscription take-up and costs). We need to bring these data and functions together to create a ‘must-have’ services for UK HE libraries [and ones Jisc can sell as a shared service infrastructure to other countries].
- Domain 3: Research outputs We are already cohering and consolidating our services in the Research Outputs domain through the Open Access Offer. Neil Jacobs spoke about 11:15 session Will also Chair session Day 2 10:30 on ‘New Directions in Open Research’ (Hall 3) Further opportunities?: Potential relationship of Monitor with the CORE, SHERPA Juliet and IRUS-UK services and might also include emerging supporting services such as Publications Router should they prove successful. (these options should be considered as less opportune than those identified in the bibliographic and subscription domains). But for right now the focus is on getting CORE and Monitor out as services. Through all of this we need to stay aware of partnerships and cost-sharing opportunities – what should we build? What should we buy in?
- How? Key tactics from now onwards in a number of areas. Aiming to deliver series of ongoing improvements rather than one large revolution eventually. Data Orchestration – highlight some steps already taken (didn’t wait for report) We have many systems describing organisations as entities and all slightly differently. Eg Organisation in 13 & Journal in 10 of services reviewed We need (more) reliable identifiers to work across applications and datasets We will establish registries which are authoritative data sources for a specific entity type. This will allow us to centralise our data management. We’ll also establish an internal entity lookup service/entity change service We will link to and use established authorities where they exist – this is not about competing with global identification schemes. But first and foremost we need our own authority schemes for our systems
- How does JUSP work with KB+ JUSP works to share data with KB+ in 3 important ways: Firstly, almost all title lists in JUSP are taken from the KB+ public exports facility, enabling us to download quality assured and checked title lists rather than finding them from numerous sources on the Internet. ***Secondly we now have a shared core titles facility, which is maintained at KB+ and imported / updated on JUSP regularly. Lastly we work with KB+ to supply them with headline journal usage figures for inclusion on the KB+ service. These are exported from JUSP into KB+ using our API.
- How? Key tactics Data Orchestration We have many systems describing organisations as entities and all slightly differently. Eg Organisation in 13 & Journal in 10 of services reviewed We need reliable identifiers to work across applications and datasets We will establish registries which are authoritative data sources for a specific entitity type. This will allow us to centralise our data management. We’ll also establish an internal entity lookup service/entity change service We will link to and use established authorities where they exist – this is not about competing with global identification schemes. But first and foremost we need our own authority schemes for our systems Infrastructure optimisation - make fuller use of cloud as service Doing this already, but need to be more strategic (and make sure it’s as cost effective as possible). Why are we doing this again? High level benefits and what we want to achieve. Savings in development effort – i.e. cost to Jisc Savings in data management effort – i.e. mainly cost to Jisc Increased future value and utility of data – both for libraries and for Jisc functions Improved User Experience - for libraries (these services are typically not for researchers or students) Increased confidence in the service – for libraries and supply chain partners The RISKS Navigating major change – need to approach this in increments. As a whole it’s overwhelming. Development overheads – it’s going to cost us more not less up front (though we may have to stop doing some other things) We’ll have more dependencies – so less agility. What is happening in the next 6 months? Appoint a coordinator for managing this as a change programme (interviews on Thursday) Develop a 2-3 year plan covering each of these work areas: Developing a Bibliographic Data Knowledge Base Data Orchestration & Standards Workflow mapping (UX) Bringing KB+ in-house Linking metadata to content Access management (single sign-on to support working across services) Business case development (including business models for revenue generation) Change management (teams/ways of working) Identify the people with the right skills and expertise that we have in-house to help us deliver on this Future out the gaps in resource, and bid for money to fill those gaps (in next month’s discretionary funding call)