TRENDS IN RESOURCE SHARING TECHNOLOGIES

Marshall BreedingIndependent Consultant, Author, andFounder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreeding

April 9, 2013 Computers in Libraries 2013

Library Technology Reports

Resource Sharing in Libraries: Concepts, Products, Technologies, and Trends

January 2013 Vol 49, No. 1

Library Technology Reports Supplementing your local collection through resource sharing is a smart way to

ensure your library has the resources to satisfy the needs of your users. Marshall Breeding’s new Library Technology Report explores technologies and strategies for sharing resources, helping you streamline workflows and improve resource-sharing services by covering key strategies like interlibrary loan, consortial borrowing, document delivery, and shared collections. You’ll also learn about such trends and services as:

OCLC WorldCat Resource Sharing, and other systems that facilitate cooperative, reciprocal lending

System-to-system communications that allow integrated systems to interact with resource-sharing environments

Technical components that reliably automate patron requests, routing to suppliers with tools for tracking, reporting, and staff intervention as needed

Specialized applications that simplify document delivery, such as Ariel, Odyssey, or OCLC’s Article Exchange

How the NISO Circulation Interchange Protocol (NCIP) can enable borrowing among consortial libraries using separate integrated library systems 

The Orbis Cascade Alliance consortium, examined using a case study

General issue How do libraries work together

strategically to share physical and electronic collections

Direct consortial borrowing Shared Systems Shared Infrastructure

BibliographicDatabase

Library System A

Branch 1

Branch 2

Branch 3

Branch 4

Branch 5

Branch 6

Branch 7

Branch 8

HoldingsMain Facility

WorldCat

WorldCat Resource Sharing

User:Password:

Place Request

Needed by: Dec 30, 2012 5:00pm

ILLiad

Patron has Citation for item not held by Library

Interlibrary LoanRequest Form

Interlibrary LoanPersonnel

WorldCat Resource Sharing

Request Submission

Resource tracking and fulfillment

ILS Synchronization

Shared Discovery Projects Separate Integrated library systems in

partner libraries Common discovery layer for patron

access to shared materials

MyLibraryNYC

BibliographicDatabase

Library System

Branch 1

Branch 2

Branch 3

Branch 4

Branch 5

Branch 6

Branch 7

Branch 8

Holdings

Main Facility

Search:

Integrated Library System

Patrons useCirculation featuresto request itemsfrom other branches

Floating Collectionsmay reduce workload forInter-branchtransfers

Model:Multi-branchIndependentLibrary System

Auckland City Libraries 7 separate

library services merged in2010

BibliographicDatabase

Library System A

Branch 1

Branch 2

Branch 3

Branch 4

Branch 5

Branch 6

Branch 7

Branch 8

HoldingsMain Facility

BibliographicDatabase

Library System B

Branch 1

Branch 2

Branch 3

Branch 4

Branch 5

Branch 6

Branch 7

Branch 8

HoldingsMain Facility

BibliographicDatabase

Library System C

Branch 1

Branch 2

Branch 3

Branch 4

Branch 5

Branch 6

Branch 7

Branch 8

HoldingsMain Facility

BibliographicDatabase

Library System D

Branch 1

Branch 2

Branch 3

Branch 4

Branch 5

Branch 6

Branch 7

Branch 8

HoldingsMain Facility

BibliographicDatabase

Library System F

Branch 1

Branch 2

Branch 3

Branch 4

Branch 5

Branch 6

Branch 7

Branch 8

HoldingsMain Facility

BibliographicDatabase

Library System E

Branch 1

Branch 2

Branch 3

Branch 4

Branch 5

Branch 6

Branch 7

Branch 8

HoldingsMain Facility

Resource Sharing Application

BibliographicDatabase

Discovery and Request Management Routines

Staff Fulfillment Tools

Inter-System Communications

NCIP SIP ISO

ILLZ39.50

NCIP

NCIP

NCIP

NCIP

NCIP

NCIP

Search:

Consortial Resource Sharing System

OhioLink

Innovative Interfaces

INN-Reach

BibliographicDatabase

Shared Consortia System

Library 2

Library 3

Library 4

Library 5

Library 7

Library 8

Library 9

Library 10

Holdings

Library 1 Library 6

Shared Consortial ILS

Search:

Model:Multipleindependentlibraries in aConsortiumShare an ILS

ILS configuredTo supportDirect consortialBorrowing throughCirculation Module

Iceland Libraries

South AustraliaSA Public Library Network

140 Public Libraries

Chile

Georgia PINES 275 Libraries 140 Counties 9.6 million books Single Library

Card

43% of population in Georgia

Northern Ireland Recently consolidated from 4 regional

networks into one 96 branch libraries 18 mobile libraries Collections managed through single

Axiell OpenGalaxy LMS

http://www.ni-libraries.net/

Illinois Heartland Library Consortium

LargestConsortiumin US by Number of Members

Orbis Cascade Alliance 37 Academic Libraries Combined enrollment of 258,000 9 million titles 1997: implemented dual INN-Reach systems Orbis and Cascade consortia merged in 2003 Moved from INN-Reach to OCLC Navigator /

VDX in 2008 Current strategy to move to shared LMS

based on Ex Libris Alma

Orbis-Cascade Alliance

Denmark

Denmark Shared LMS Common Tender for joint library system

February 2013 88 municipalities: 90 percent of Danish

population Public + School libraries

Process managed by Kombit: non-profit organization owned by Danish Local Authorities

Danish Joint National Library Infrastructure

2CUL

Shared Services:Collection DevelopmentTechnical Services

Shared Infrastructure?:

Strategic Cooperation and Resource sharing

Efforts on many fronts to cooperate and consolidate

Many regional consortia merging (Example: Illinois Heartland Library System)

State-wide or national implementations New Zealand: Kōtui, Te Puna

Software-as-a-service or “cloud” based implementations Many libraries share computing

infrastructure and data resources

Reconceptualization of Automation Current organization of functionality based on

past assumptions Possible new organizing principles

Fulfillment = Circulation + ILL + DCB + e-commerce

Resource management = Cataloging + Acquisitions + Serials + ERM

Customer Relationship Management = Reference + Circulation + ILL (public services)

Enterprise Resource Planning = Acquisitions + Collection Development

Library Management Systems Introduction of new Library Services Platforms Compressive resource management: print,

electronic, digital New technology platforms: SOA / Web-based

interfaces Designed for deployment through software as

a service (multi-tenant) Examples: Ex Libris Alma, Serials Solutions

Intota, OCLC WorldShare Platform, Innovative Interfaces Sierra, Kuali OLE

General trend toward Cloud Computing

Transition from locally managed systems to hosted Major implications on resource allocation,

including personnel, equipment and facilities Systems with substantially different

architectures and functional organization Data storage implications

Options for in-country hosting facilities? Increased opportunity for replication Increased opportunities for collaborative

management and access