Library Services in a New Perspective: UnifyingResource Management with Ex Libris’ Alma           Jo Rademakers           ...
• Comprehensive University   – Including the Bachelor’s campus in Kortrijk   – 3 groups,14 Faculties:       • Science, Eng...
Leuven Integrated (B)Library and Information System• Part of K.U.Leuven responsible for central library automation   Gover...
K.U.Leuven libraries•   11 Libraries•   > 4 M items•   Large e-resource collection (go e-only)•   Several repositories (re...
A Library network• Different types of libraries:   –   Collections   –   Size   –   Personnel   –   Budget   –   Needs   –...
A service provider• Serving over 120 libraries• Complete service offer   – Service Level Agreements   – Customised service...
Aleph       MetaLib         DigiToolDiscovery and Delivery                      SFX      bXLinkingPublic layer            ...
Unified Resource                                                 Discovery and DeliveryAleph       MetaLib           Primo...
Why we became a development partner• Ex Libris came to us with an interesting vision about the future  of libraries and li...
What we expect…• From the process  –   Open minded approach!  –   Focus on what really matters  –   Question every existin...
What we expect…• From the solution  – A framework to create new services     • e.g. based on statistical information     •...
What we expect…• From the solution  – Reduce Total Cost of Ownership (TCO)     • Streamlined technology     • Complexity o...
The URM vision•   Unified resource management: Alma supports the entire suite of library operations for print,    electron...
Goals of Unified Resource Management• Integration of back-office processes (independent of  material type, format, acquisi...
Goals of Unified Resource Management• Increase cooperation between libraries for ex.  acquisition, collections, technical ...
Strategy  CONSOLIDATE       OPTIMISE                EXTEND       the      through collaboration         the   frameworks  ...
Strategy  CONSOLIDATE       OPTIMISE                EXTEND       the      through collaboration         the   frameworks  ...
Consolidate the Frameworks                   User Environments           OPAC       MetaSearch       viewer           Prin...
Unified Discovery        Primo      PreservationAlma  Fulfillment & LinkingResource & Metadata Mgmt      Acquisitions     ...
Strategy  CONSOLIDATE       OPTIMISE                EXTEND       the      through collaboration         the   frameworks  ...
Collaborative Metadata management                                            Community Zone                               ...
Optimised Workflows - Examples             Digital Asset   Electronic Selection                                Physical Mg...
Actionable Analytics and IntelligenceResource Usage by Fund              Overlap in New Purchases               Request   ...
Software is „delivered“ as a Service                                 Benefits to libraries:                               ...
The Cloud Delivers Lower TCO
Strategy  CONSOLIDATE       OPTIMISE                EXTEND       the      through collaboration         the   frameworks  ...
Extend the Range of Services    Electronic                                     Research    Learning                       ...
User SpacesIntegrate Into Your Environment Learning Management                                                       Paren...
Extend Using the Open Platform                              Alma Open Platform            Programmable           Real Time...
The development Partners                         Background                    Key Areas of Collaboration  Boston College ...
The development Partners                              Background                         Key Areas of Collaboration Prince...
Agile Development           Alma                  Partner        Development              Release                      Fee...
Development partner release concept       1          2   3   4   5FunctionalityData conversionSaaS operation              ...
2008                            2009                             2010                                      2011           ...
Alma Institution          Local Catalog                                AcquisitionLocal repository of bibliographic and   ...
Alma Organization Structure                                 Customer        Institution          Institution              ...
Institution                                InstitutionPhysical    Patrons       Library Staff    Physical    Patrons      ...
Collaborative Metadata management                                                Community Zone                           ...
Our planning• Drop 1 … drop2 … Partner Release 3 … PR4 … PR5• Project structure in place• Now working in sandbox environme...
Our approach• Not a technology project…• But an organisational project   –   Change    Electronic resources now dominant  ...
Our approachJUMP!!!
Publishing                            Primo              Primo           Primo       Primo                             Pri...
Publishing                                                                   Primo                             PrimoDiscov...
Thank you !                                               Questions ?Jo RademakersLIBIS @ KU Leuvenjo.rademakers@libis.be ...
120822 Library Services in a New Perspective: Unifying Resource Management with Ex Libris’ Alma
120822 Library Services in a New Perspective: Unifying Resource Management with Ex Libris’ Alma
120822 Library Services in a New Perspective: Unifying Resource Management with Ex Libris’ Alma
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120822 Library Services in a New Perspective: Unifying Resource Management with Ex Libris’ Alma

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120822 Library Services in a New Perspective: Unifying Resource Management with Ex Libris’ Alma

  1. 1. Library Services in a New Perspective: UnifyingResource Management with Ex Libris’ Alma Jo Rademakers Head LIBISTicer Summer School – Tilburg – 21-24 August ’12
  2. 2. • Comprehensive University – Including the Bachelor’s campus in Kortrijk – 3 groups,14 Faculties: • Science, Engineering and Technology • Humanities and Social sciences • Biomedical sciences• 38.640 Students (15% international; 2011)• 5199 Peer reviewed publications (2010)• 98 Spin-offs (2011)• 68 [QS World UR 2011]• 67 [THES 2012] )
  3. 3. Leuven Integrated (B)Library and Information System• Part of K.U.Leuven responsible for central library automation Governed by a management board• Since early 70’s• Service offer for external organisations (> 120)• 16 persons + experts of library and ICT• Partnership with Ex Libris 3
  4. 4. K.U.Leuven libraries• 11 Libraries• > 4 M items• Large e-resource collection (go e-only)• Several repositories (research, AVM…)• Integration with – Archives – Museums• Great team of librarians (approx. 170) – new generation coming in• Stagnating budgets (ahum…) 4
  5. 5. A Library network• Different types of libraries: – Collections – Size – Personnel – Budget – Needs – Multilingual• Collaboration !!! 5
  6. 6. A service provider• Serving over 120 libraries• Complete service offer – Service Level Agreements – Customised services / reports – Also public libraries• … cloud …• Total Cost of Ownership (TCO) 6
  7. 7. Aleph MetaLib DigiToolDiscovery and Delivery SFX bXLinkingPublic layer SFX Aleph MetaLib DigiTool VerdePrint Electronic Digital MetaLib DigiToolManagement layer Verde Aleph SFX DigiTool Print Electronic DigitalRepository layer Library 7
  8. 8. Unified Resource Discovery and DeliveryAleph MetaLib Primo DigiTool PrimoDiscovery and Delivery Central SFX bXLinkingPublic layer Unified Resource SFX Aleph Alma MetaLib DigiTool Management Verde AlmaPrint Electronic Digital MetaLib DigiToolManagement layer Verde Aleph SFX DigiTool Print Electronic DigitalRepository layer Library 8
  9. 9. Why we became a development partner• Ex Libris came to us with an interesting vision about the future of libraries and library systems• Challenging times for libraries – Net-generation – Budget cuts – There IS a world outside• After streamlining the front office we need to streamline the backoffice  expectations• We think we have something to offer and are encouraged by university management It’s [a]live, Jim… but not as we know it! 9
  10. 10. What we expect…• From the process – Open minded approach! – Focus on what really matters – Question every existing workprocess – Think about alternatives for outdated processes – Think about new services – Look beyond traditional library borders – Exchange of best practices 10
  11. 11. What we expect…• From the solution – A framework to create new services • e.g. based on statistical information • Alternatives for outdated processes • Integrated in the world outside – Integration of workprocesses across material types and departments… but also across other library like organisations 11
  12. 12. What we expect…• From the solution – Reduce Total Cost of Ownership (TCO) • Streamlined technology • Complexity of operations • Less cataloguing – Increase service levels 12
  13. 13. The URM vision• Unified resource management: Alma supports the entire suite of library operations for print, electronic, and digital resources• Collaborative Metadata Management: Alma brings highquality, shared metadata into the resource management environment in a unique, hybrid model that balances global sharing with local needs• Smart Fulfillment: Alma provides fulfillment services to users in terms that are easy to understand, while using unified workflows and analytics capabilities to streamline and optimize fulfillment workflows• Optimized resources and data: Alma simplifies library workflows by using a unique automated business processes and shared data• Cloud-based service: Offered as a cloud service to increase the return on investment and reduce the total cost of ownership of the library’s infrastructure, and to provide access to shared data and services• Intelligent collection development: Alma allows you to maximize your collection development budget with selection, acquisitions, and evaluation processes informed by usage information, cost per use, and the holdings of peer collections.• Ex Libris open platform: Using web-based, open interfaces, Alma can be integrated seamlessly with other systems including external campus systems, and libraries can develop adapters and plug-ins to meet their institutions’ unique needs
  14. 14. Goals of Unified Resource Management• Integration of back-office processes (independent of material type, format, acquisition method) to – Streamline current work processes – Optimize staff resources• Decrease total cost of metadata management through – New possibilities for automated data enrichment – Community building 14
  15. 15. Goals of Unified Resource Management• Increase cooperation between libraries for ex. acquisition, collections, technical support… – Exchange of expertise and knowledge• A service-oriented architecture that allows for local adaptations and additions to fulfill local needs 15
  16. 16. Strategy CONSOLIDATE OPTIMISE EXTEND the through collaboration the frameworks range of services © Ex Libris
  17. 17. Strategy CONSOLIDATE OPTIMISE EXTEND the through collaboration the frameworks range of services
  18. 18. Consolidate the Frameworks User Environments OPAC MetaSearch viewer Print Electronic Digital Management Environments © Ex Libris
  19. 19. Unified Discovery Primo PreservationAlma Fulfillment & LinkingResource & Metadata Mgmt Acquisitions SelectionManagement Environment Unified Management © Ex Libris
  20. 20. Strategy CONSOLIDATE OPTIMISE EXTEND the through collaboration the frameworks range of services © Ex Libris
  21. 21. Collaborative Metadata management Community Zone Community Zone for global, shared Library Zone bibliographic & Library Zone for authority records private bibliographicInventory & authority recordsInventories toreflect holdingsand institutionalstructure © Ex Libris
  22. 22. Optimised Workflows - Examples Digital Asset Electronic Selection Physical Mgmt Metadata Mgmt Link Resolution Fulfillment Mgmt Mgmt User-driven collection development  Usage-driven evaluation & renewal Cross-resource type selection  Digitization on demand Combined acquisition and activation  Unified fulfillment – P, E, & D © Ex Libris
  23. 23. Actionable Analytics and IntelligenceResource Usage by Fund Overlap in New Purchases Request Time to Fulfillment LoanDigital Submissions by Department ILL Requests Converted to Purchases Purchase Digitize © Ex Libris
  24. 24. Software is „delivered“ as a Service Benefits to libraries: • Share central infrastructure and all related services • Allows technical staff to work on new projects within core competency © Ex Libris
  25. 25. The Cloud Delivers Lower TCO
  26. 26. Strategy CONSOLIDATE OPTIMISE EXTEND the through collaboration the frameworks range of services © Ex Libris
  27. 27. Extend the Range of Services Electronic Research Learning Support Publishing Raw Data Mngmt. Digital Preservation © Ex Libris
  28. 28. User SpacesIntegrate Into Your Environment Learning Management Parent Institution Systems (LMS) Users Student Information System (SIS) Metadata Providers Finance & ERP Material Vendors Identity Management Resource Usage Partners Suppliers Union Catalogs Resource Sharing University Press Open Access Scholarly Repositories Community Research Management © Ex Libris
  29. 29. Extend Using the Open Platform Alma Open Platform Programmable Real Time Real time User interfaces Workflows API Cloud Development Real Time Programmable Sandbox Analytics Logic © Ex Libris
  30. 30. The development Partners Background Key Areas of Collaboration Boston College  Boston, MA, USA  Course reading workflows  ~7M items  Reporting and analysis tools  Current systems: Aleph, Verde,  Digital collection management DigiTool, SFX, MetaLib, Primo Background Key Areas of Collaboration KU Leuven/LIBIS  Leuven, Belgium  Inter-institional relationship  11 institutions management  ~4M items  Metadata management policies  Current systems: Aleph, Verde,  Consortial service provision DigiTool, SFX, MetaLib, Primo
  31. 31. The development Partners Background Key Areas of Collaboration Princeton University  Princeton, NJ, USA  Cataloging workflows  ~14M items  Workflow streamlining  Current Systems: Voyager, Meridian,  Institutional systems integration SFX, MetaLib Background Key Areas of Collaboration Purdue University  West Lafayette, IN, USA  Descriptive metadata for digital  ~6.5M items content  Current systems: Voyager, SFX,  E-Research workflows & systems MetaLib interoperability
  32. 32. Agile Development Alma Partner Development Release Feedback 32
  33. 33. Development partner release concept 1 2 3 4 5FunctionalityData conversionSaaS operation 33
  34. 34. 2008 2009 2010 2011 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Where we are… HL Dev Estimation URM PRD is Ready Conceptual Design All Partners EngagedPartner activities Selection & Acquisition Solution Review Cataloging Solution Review Selection & Acquisition CD Review + Fulfillment Solution Review Cataloging CD Review Fulfillment CD Review + Digital Solution Review Digital CD ReviewDevelopment Release 1 Release 2 Release 3 Release 4 Release 5 PR1Testing PR2 PR3 PR4 04.04.2011 DACHELA 2011 PR5 > UAT 34
  35. 35. Alma Institution Local Catalog AcquisitionLocal repository of bibliographic and authority records Funds, Vendors, orders, invoices, Managed by your library licenses Inventory Fulfillment Holdings, items, activated Requests, loans, resource sharing, electronic resources, and digital course reserves, patrons objects Can link to the local or Community Catalog Administration Libraries, locations, policies, rules © Ex Libris
  36. 36. Alma Organization Structure Customer Institution Institution Institution A B C Library A1 Library A2 Library B1 Library C1 Library C2 Library C3 Campus X Campus Y © Ex Libris
  37. 37. Institution InstitutionPhysical Patrons Library Staff Physical Patrons Library StaffHoldings HoldingsStandards Workflows Electronic & Standards Workflows Electronic & Digital Digital Holdings Holdings © Ex Libris
  38. 38. Collaborative Metadata management Community Zone Collaborative Zone Library ZoneInventory © Ex Libris
  39. 39. Our planning• Drop 1 … drop2 … Partner Release 3 … PR4 … PR5• Project structure in place• Now working in sandbox environment (Amsterdam) Steering group• Development of consortial functionality started Project management – Creating a list of conditiones sine qua non Projectcel PG Metadata PG Fulfillment• STP by summer 2013 management PG Acquisition & serials 42
  40. 40. Our approach• Not a technology project…• But an organisational project – Change Electronic resources now dominant – Change just in case  just in time – Change Patron driven acquisition – Change Ownership  Access – Change Metadata almost always already exist  use it !• Use the implementation of Alma as a tool to implement change awareness – Communicate – Involve entire staff – ...• Take away worries – IT-people, cataloguers...
  41. 41. Our approachJUMP!!!
  42. 42. Publishing Primo Primo Primo Primo PrimoDiscovery and Delivery Central SFX bXLinkingPublic layer AlmaPrint Electronic DigitalManagement layer DigiTool DigiTool Rosetta Rosetta DigiToolRepository layer Library Archive Museum Academic
  43. 43. Publishing Primo PrimoDiscovery and Delivery Central SFX bXLinkingPublic layer Alma AlmaPrint Electronic DigitalManagement layer RosettaRepository layer Library Archive Museum Academic 46
  44. 44. Thank you ! Questions ?Jo RademakersLIBIS @ KU Leuvenjo.rademakers@libis.be – www.libis.be Information.+32 (0) 16 32 22 66 Innovation.De Croylaan 54 – PB 5592 – B-3001 Heverlee Inspiration.

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