This document summarizes Anne Prestamo's presentation on evaluating cloud-based integrated library systems. The presentation covered terminology related to discovery layers, web-scale discovery services, and library management systems. It also discussed major vendors in each category and what is different about cloud-based systems compared to locally installed systems. The presentation outlined factors to consider when preparing to migrate, such as cleaning up records and identifying data sources. Resources for further information were provided.

1. Checking Out the Cloud:
How to Evaluate Cloud-based
Integrated Library Systems
Oklahoma Library Association Annual Conference
April 4, 2013
presented by
Anne Prestamo
Oklahoma State University - Stillwater

2. http://www.librarytechnology.org/automationhistory.pl

3. Agenda
• Terminology
• Major Players
• What’s different about cloud based systems?
• Migration Preparation

4. What are we really talking about?
• Discovery Layer
– An alternative interface/search engine to a library’s
OPAC, although some do search digital content as well
• Web-scale Discovery Service
– An alternative interface/search engine that
simultaneously searches BIB records, journal articles,
digital content
– Major differentiator is central index, although some
also use Z39.50
• Library Management System (aka ILS)
– Total replacement for locally installed system

5. Discovery Layer
Serials Solutions
http://www.serialssolutions.com/en/services/aquabrowser BiblioCommons
http://boss.library.okstate.edu/ http://www.bibliocommons.com/
http://tccl.bibliocommons.com/
Innovative Interfaces Acquired by Oracle (Oct. 2011)
http://www.iii.com/products/encore.shtml http://www.oracle.com/us/corporate/acquisitions/endeca/
http://encore.utulsa.edu index.html
http://search.trln.org/
Open Source Open Source
http://projectblacklight.org/ http://vufind.org/
http://search.lib.virginia.edu/ http://catalog.douglascountylibraries.org/

6. Web-scale Discovery Service
Innovative Interfaces
http://encoreforlibraries.com/
http://encore.unl.edu/iii/encore/?lang=eng
http://www.ebscohost.com/discovery
OU, OBU (require authentication)
http://www.exlibrisgroup.com/category/PrimoOverview
http://centralsearch.uco.edu:1701/primo_library/libweb/ac
tion/search.do
**Must distinguish between Primo and
Primo+PrimoCentral**
Serials Solutions
http://www.serialssolutions.com/en/services/summon/
http://okstate.summon.serialssolutions.com/

7. Library Management System
Serials Solutions
http://www.serialssolutions.com/en/services/intota
In Development – OSU is dev partner
Serials Solutions
Serials Solutions
Innovative Interfaces
===================================================================
Open Source Open Source
http://www.amigos.org/node/837
http://www.lyrasis.org/Products-and-
http://library.cityof.lawton.ok.us/cgi-
Services/LYRASIS-Digital-Content-Creation-
bin/koha/opac-main.pl
and-Management/Evergreen-ILS.aspx

8. What’s different than your current ILS?
• No local server(s)
• No up-front license or hardware costs
– Annual subscription pricing
• Upgrades/patches applied centrally with little
or no downtime
• Back-end (ACQ, CAT, CIRC) is de-coupled from
public interface – possible to mix and match
• Heavy emphasis on e-resource management
• Central depository of shared records (print
and e)

9. Preparing to migrate
• Clean up your records!
• Identify all sources of records/data regarding
e-resources and local digital collections
• Ask lots of questions about what can be
migrated/imported and how
• How will authentication be handled?
• Possibilities for exchange of data between ILS
and finance system
• Focus on workflow change from the get-go

10. WorldCatLocal with Alma
• Oregon Health and Science University. (Portland,
Oregon) [web site ] [online catalog] [Alma]
• Pacific University. (Forest Grove, Oregon) [web
site] [online catalog] [Alma]
• Portland Community College. (Portland, Oregon) [web
site ] [Alma]
• University of Oregon. (Eugene, Oregon) [web
site] [online catalog] [Alma]
• University of Washington. (Seattle, Washington) [web
site ] [online catalog] [Alma]

11. Summon with WorldShare
• Bucknell University. Ellen Clarke Bertrand Library. ( Lewisburg,
Pennsylvania United States) [web site ] [online catalog]
[WorldShare Management Services] +
• Franklin Pierce University. Frank S. DiPietro Library. ( Rindge, New
Hampshire United States) [web site ] [online catalog] [WorldShare
Management Services] +

12. Resources
• Library Technology Reports
– http://www.librarytechnology.org/?SID=2013138824462
• Automation Marketplace
– http://www.librarytechnology.org/AutomationSystemMarketplace.pl
– 2013 - http://www.thedigitalshift.com/2013/04/ils/automation-marketplace-2013-the-rush-
to-innovate/
• Thoughts from Carl Grant – series on new
systems
– http://thoughts.care-affiliates.com/2012/10/impressions-of-new-library-
service.html
• Orbis Cascade RFP for a Shared Library
Management Service
– http://www.orbiscascade.org/index/cms-filesystem-
action/rfp_sils/rfp_shared_library_management_service_final.pdf

13. For more information
• Sarah Simpson - ssimpso@tulsalibrary.org – Tulsa City County Libraries
• BiblioCommons
• Tiffany Benson - tiffany-turner@utulsa.edu - Univ of Tulsa
• Encore
• Habib Tabatabai – HTabatabai@uco.edu - Univ of Central Oklahoma
• PrimoCentral
• David Corbly - dcorbly@ou.edu – Univ of Oklahoma
• EBSCO Discovery Service
• Anne Prestamo – anne.prestamo@okstate.edu - Oklahoma State Univ
• Aquabrowser -- Summon -- Intota

14. Questions?
Anne Prestamo
Associate Dean for Collection and Technology Services
Oklahoma State University – Stillwater
anne.prestamo@okstate.edu
405-744-9755