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Re-Thinking the ILS
Neil Block
Vice President of Discovery Innovation
EBSCO
Agenda: Re-thinking the ILS
 Re-thinking the ILS
 Aligning technology choice with library mission
 Importance of choice in the library ecosystem
 User Research improves technology
 Discovery Services Platform and a true next-gen
ILS
Re-thinking the ILS
 Started with post in EBSCO Discovery
Pulse blog
 http://discovery.ebsco.com/pulse/article/re-re-
thinking-the-integrated-library-system
Re-thinking the ILS
Re-thinking the ILS:
 The ILS grew out of the need to automate
library tasks that had been done manually,
such as circulate a book
Re-thinking the ILS
Re-thinking the ILS:
 The ILS focused on tasks that streamlined
manual processes, and indirectly benefitted
the user, or customer of the library
Re-thinking the ILS
Place holder for new-look Discovery
Re-thinking the ILS: Changing Needs
 The academic library collection is evolving
and traditional ILS functions represent a
smaller part of the library workflow
The Changing Library Collection
1.0 million volumes
15K print serials
250K circ
OPAC and Databases
Via native interface or
federated search
12,000 FTE
1.0 million volumes
100K circ
No growth. Increased offsite
storage
Declining
eBooks
50,000 titles via subscription,
DDA and purchase
eJournals
Via EBSCONet
Discovery
100s of millions of articles
searched via discovery (EDS)
Monographs
No growth, Increasingly
automated (e.g. OCLC, YBP)
New
collection
means new
workflow and
technology
focus
ILS: Traditional Workflows
Traditional ILS workflows focus on print
materials and managing inventory, with user
experience as an afterthought
New Paradigm
Diverse selection of content
that is accessed on a myriad
of devices
“Digital native” users with
modern expectations, different
needs, across disciplines
Unique technology mix within
the library ecosystem
Aligning Technology Choice
with your mission
Supporting the Library Mission
 The mission statement of your library is
probably focused on serving your users
 The value of the library is tied directly to
the end user’s experience with the library
and its resources
 Library Success = User Success
Strategic Goals of One Academic Library
Source: presentation by Don Gilstrap, Dean of Libraries,
Wichita State University @ NISO ODI Jan. 28, 2015
Focus on the user and all else
will follow…
Google: 10 things we know to be true
www.google.com/about/company/philosophy
Has Your Automation Strategy Evolved?
 In RFPs for ILS, 80% of requirements are
concerned with “traditional” library workflows, e.g.
Cataloging and Circulation
 User research tells us providing access to content
and improving the user experience are the highest
priorities for the academic library
Shouldn’t 80% of the technology selection
process should be focused on user success and
outcomes?
Re-thinking the ILS
Should the ILS become the Discovery Services Platform?
?
The Importance of Choice
Every Library Has a Unique Mix of Services
DISCOVERY
MARC
Infrotrieve
British Library
Regional Providers
ILL
EBSCO
Publishers
Gale
PQ
JSTOR
Books/
eBooks
Springer
Sage
JSTOR
Wiley
OA
EBSCO
Subject Indexes
Gale
Lexis Nexis
Cost Per Use
Usage Consolidation
Platform Use
Analysis
Tools
Journals
Databases
Blackboard
Moodle
Canvas
Sakai
D2L
LMS
SFX
Serial Solutions
Full Text Finder
Holdings
Management
Dspace
Content DM
e-Prints
Fedora
IRs
Innovative
Sirsi Dynix
Regional Providers
ExL
Koha
OCLC
Kuali
ILS
Title Slide
“Libraries need the ability to set
Discovery and Resource
Management strategies
independently and expect these
systems to have mutual
interoperability.”
Marshall Breeding
February 2015
NISO White Paper, “The Future of Library Resource Discovery”,
Feb 2015, Marshall Breeding
http://www.niso.org/apps/group_public/download.php/14487/future_li
brary_resource_discovery.pdf
EDS Integrates with your Technology
 ILS
 Knowlegebase / Link Resolver
 Learning Management System
 Institutional Repository
EDS fully integrates with the ILS
 Via full ILS partnerships
 Koha
 Innovative Interfaces (Sierra, VTLS, Polaris)
 OCLC (WMS)
 SirsiDynix (Horizon, Symphony, BLUEcloud)
 Kuali OLE
 Via customer technical collaboration
 Ex Libris (Aleph now fully integrated;
Voyager & Alma in development)
30 ILS partners worldwide,
+Others via customer technical collaboration
ILS Partnerships
EDS Discovery Deployment Options
 EDS as the front end user experience
 Library catalog metadata integrated into EDS
 Patron functionality delivered via API from ILS
 ILS as the front end user experience
 EDS content integrated into vendor-provided
platform via API
 Open source as front-end user experience
 Koha, VuFind or Blacklight
EDS as the front end with OCLC
WMS:
Patron account with Holds and
Checkouts
OCLC and EDS

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Rethinking 053115 pt1 1

  • 1. Re-Thinking the ILS Neil Block Vice President of Discovery Innovation EBSCO
  • 2. Agenda: Re-thinking the ILS  Re-thinking the ILS  Aligning technology choice with library mission  Importance of choice in the library ecosystem  User Research improves technology  Discovery Services Platform and a true next-gen ILS
  • 3. Re-thinking the ILS  Started with post in EBSCO Discovery Pulse blog  http://discovery.ebsco.com/pulse/article/re-re- thinking-the-integrated-library-system
  • 5. Re-thinking the ILS:  The ILS grew out of the need to automate library tasks that had been done manually, such as circulate a book
  • 7. Re-thinking the ILS:  The ILS focused on tasks that streamlined manual processes, and indirectly benefitted the user, or customer of the library
  • 9. Place holder for new-look Discovery
  • 10. Re-thinking the ILS: Changing Needs  The academic library collection is evolving and traditional ILS functions represent a smaller part of the library workflow
  • 11. The Changing Library Collection 1.0 million volumes 15K print serials 250K circ OPAC and Databases Via native interface or federated search 12,000 FTE 1.0 million volumes 100K circ No growth. Increased offsite storage Declining eBooks 50,000 titles via subscription, DDA and purchase eJournals Via EBSCONet Discovery 100s of millions of articles searched via discovery (EDS) Monographs No growth, Increasingly automated (e.g. OCLC, YBP) New collection means new workflow and technology focus
  • 12. ILS: Traditional Workflows Traditional ILS workflows focus on print materials and managing inventory, with user experience as an afterthought
  • 13. New Paradigm Diverse selection of content that is accessed on a myriad of devices “Digital native” users with modern expectations, different needs, across disciplines Unique technology mix within the library ecosystem
  • 15. Supporting the Library Mission  The mission statement of your library is probably focused on serving your users  The value of the library is tied directly to the end user’s experience with the library and its resources  Library Success = User Success
  • 16. Strategic Goals of One Academic Library Source: presentation by Don Gilstrap, Dean of Libraries, Wichita State University @ NISO ODI Jan. 28, 2015
  • 17. Focus on the user and all else will follow… Google: 10 things we know to be true www.google.com/about/company/philosophy
  • 18. Has Your Automation Strategy Evolved?  In RFPs for ILS, 80% of requirements are concerned with “traditional” library workflows, e.g. Cataloging and Circulation  User research tells us providing access to content and improving the user experience are the highest priorities for the academic library Shouldn’t 80% of the technology selection process should be focused on user success and outcomes?
  • 19. Re-thinking the ILS Should the ILS become the Discovery Services Platform? ?
  • 21. Every Library Has a Unique Mix of Services
  • 22. DISCOVERY MARC Infrotrieve British Library Regional Providers ILL EBSCO Publishers Gale PQ JSTOR Books/ eBooks Springer Sage JSTOR Wiley OA EBSCO Subject Indexes Gale Lexis Nexis Cost Per Use Usage Consolidation Platform Use Analysis Tools Journals Databases Blackboard Moodle Canvas Sakai D2L LMS SFX Serial Solutions Full Text Finder Holdings Management Dspace Content DM e-Prints Fedora IRs Innovative Sirsi Dynix Regional Providers ExL Koha OCLC Kuali ILS
  • 23. Title Slide “Libraries need the ability to set Discovery and Resource Management strategies independently and expect these systems to have mutual interoperability.” Marshall Breeding February 2015 NISO White Paper, “The Future of Library Resource Discovery”, Feb 2015, Marshall Breeding http://www.niso.org/apps/group_public/download.php/14487/future_li brary_resource_discovery.pdf
  • 24. EDS Integrates with your Technology  ILS  Knowlegebase / Link Resolver  Learning Management System  Institutional Repository
  • 25. EDS fully integrates with the ILS  Via full ILS partnerships  Koha  Innovative Interfaces (Sierra, VTLS, Polaris)  OCLC (WMS)  SirsiDynix (Horizon, Symphony, BLUEcloud)  Kuali OLE  Via customer technical collaboration  Ex Libris (Aleph now fully integrated; Voyager & Alma in development)
  • 26. 30 ILS partners worldwide, +Others via customer technical collaboration ILS Partnerships
  • 27. EDS Discovery Deployment Options  EDS as the front end user experience  Library catalog metadata integrated into EDS  Patron functionality delivered via API from ILS  ILS as the front end user experience  EDS content integrated into vendor-provided platform via API  Open source as front-end user experience  Koha, VuFind or Blacklight
  • 28. EDS as the front end with OCLC WMS: Patron account with Holds and Checkouts OCLC and EDS

Editor's Notes

  1. The blog post got quite a bit of attention – and soon will be expanded into a full-length article What are some broad characteristics of an ILS --integrates data – content – and provides access to that content --has staff and user functionality --has content, technology and software designed to work together
  2. The blog started from the point of view of let’s take a different view of the ILS What if Discovery and related software are the new ILS? – A Discovery Services Platform? To take another view “what if we start why”? – the WHY here is to better user outcomes Start from the user experience – and then look inwards to see how the ILS can serve the user ILS role is to support the discovery and user experience – due to
  3. Number of volumes added to collection has actually gone up over the last 8-10 years – but mostly due to e-books Ebooks in 2006 – 16M; ebooks in 2012 – 52M Circulation is dropping – 20% over last 5-6 years
  4. Here is another presentation that was given at the NISO ODI conference. NISO is the standards organization designed to set precedents and parameters for best practice and the ODI piece is the Open Discovery Initiative that is focused on this rethinking of the ILS…moving the focus towards better user experiences by having better collaboration. This slide really proves the point that so many thousands of libraries make…having an ILS is important, but the focus of the decisions must be centered around a superior user experience.
  5. If I was giving this presentation in front of a live audience I would ask you: Where is this quote from?
  6. The blog started from the point of view of let’s take a different view of the ILS What if Discovery and related software are the new ILS? – A Discovery Services Platform? To take another view “what if we start why”? – the WHY here is to better user outcomes Start from the user experience – and then look inwards to see how the ILS can serve the user ILS role is to support the discovery and user experience – due to
  7. So, as the market and Marshall Breeding have articulated, they want interoperability of best in breed solutions. In Europe, we are faced with the increasing need to go through the tender process. Many institutions have been bullied into thinking that they must tender for an ILS and throw in the discovery decision as part of the ILS decision. Representatives from institutions who took a bundled discovery layer with an ILS have been very clear at conferences, tweets and discussion boards that having a compromised discovery experience is something that they regret and have since upgraded to EDS either as the discovery layer, or the index that sits behind a configurable discovery layer such as Blacklight, VuFind or the ILS provider’s catalog interface.
  8. And these are not wild, unsubstantiated claims. They are as irritating as they are misleading. Here are some live (available today) examples.