Index Data at the ER&L Conference, Austin, TX and Online -- April 2-5, 2017

Several Index Data staff and FOLIO project members will be at the ER&L conference in Austin, Texas, in the first week of April.

FOLIO Open House

On the first day of the conference there is an open house for anyone interested in FOLIO. The FOLIO Open House provides you with an opportunity to meet members of the FOLIO Resource Management Special Interest Group (SIG), hear what they have been working on, and see a prototype of the FOLIO user interface.

When: Sunday, April 2, 3:00 – 5:00

Where: AT&T Conference Center - Level M1 - Room 101

For more information, see the registration page or email

Are platforms eating the world?

Tuesday, April 4 • 8:00am - 8:45am • AT&T Center Room 301

Kristin E. Martin, Electronic Resources Management Librarian, The University of Chicago Library
Ken Chad, Director, Ken Chad Consulting
Neil Block, VP Global Open Source Solutions, EBSCO

In the September 2016 Amigos online conference Ken Chad presented a compelling case for an industry in disruptive motion. In his presentation Ken references a 2014 Wired blog noting that “market upstarts are displacing market leaders faster than ever before as entire industries transform.” Ken goes on to look at the Platform Revolution (2016), a compelling book that speaks to the success of companies like Uber, Airbnb, Amazon and others. The reason for success? These businesses are built on platforms.

The question now at hand is one of disruption in the library industry. Are libraries ripe for fundamental change that will bring about a new category in library technology?  And what would this change in fact look like? What is clear is that library technology has traditionally centered on monolithic systems that lack some of the key platform attributes that Ken points out underlie success: the ability to create value for all participants, leveraging resources they don’t own in order to grow faster, and changing the focus from traditionally inward to outward. The key point may well be that a platform derives its value from the community. In concrete terms this means that no single product dominates the technology environment. Instead, a loosely coupled ecosystem of applications arise, built on the platform, to deliver ever-increasing value to the community – by many community participants.

This presentation will look at disruptive forces in the library technology industry. Panelists will discuss how in fact the Integrated Library System (ILS) may give way to a new paradigm in which a multitude of applications, built on top of a platform by multiple service providers, may in fact deliver new services to users. And panelists will look at the practical manifestations that are well underway: strong community, modular architecture, and a marketplace of applications and services.

Bibliographic and Entitlement Records Under One Roof: The Making of a Kabalog

Tuesday, April 4 • 4:15pm - 5:00pm • AT&T Center Room 201

Kristen Wilson, Associate Head, Acquisitions and Discovery, North Carolina State University Libraries
Peter Murray, Open Source Community Advocate, Index Data

A knowledge base (KB) is characterized by bibliographic metadata and entitlements or access privileges. In a catalog, bibliographic metadata describes a bibliographic item in the abstract, with attached holdings and circulation data. In essence the entitlement models of a KB and a catalog overlap. So could one consider a unified model? Could such a unified model be made to encompass more types of objects? And, moreover, has the time come to move from a catalog-centric system to one where the KB and catalog come together within an integrated architecture?

The question of a KB-centric system is timely. Libraries and vendors are currently rethinking data models and the infrastructure that govern access to the library’s collections. We now have an opportunity to think through and help define pertinent questions. How would we consolidate entitlement models across different types of resources for example? What are in fact the best approaches to share collections of metadata between libraries, and between libraries and consumers/suppliers of metadata, as well as harmonize physical holdings and digital entitlement models?

Panelists will discuss the questions above in the context of FOLIO, a global community of libraries, vendors, and individual contributors across 50 countries building an open platform for rethinking workflows, systems, and services from the ground up. Panelists will discuss how FOLIO envisions a unified data model and infrastructure for conventional bibliographic metadata and e-resource knowledge bases. Called Kabalog, this unified model will constitute the infrastructure component and a storage module that represents bibliographic metadata in a way that harmonizes the functional needs of typical catalogs and knowledge bases.

Let’s think – and work – outside the box. Literally.

Wednesday, April 5 • 9:30am - 10:15am • AT&T Center Salon C

Tania Fersenheim, Content & Applications Manager at Fenway Libraries Online
Curtis Thacker, Director of Search & Data Mining at Brigham Young University’s Harold B. Lee Library
Peter Murray, Open Source Community Advocate, Index Data

For years, the monolithic Integrated Library System (ILS) or its latest incarnation, the LSP (Library Services Platform), has been considered the core of library workflows. The ‘all in one’ ILS/LSP has  typically captured not just the minds of librarians but a substantial chunk of library technology budgets as well. To what extent however should workflows reside wholly within, and be pre-defined by, the ILS/LSP? In essence, the ILS/LSP is a ‘carry-over’ from legacy times and built on workflows designed to manage print - first and foremost. The newer LSP seeks to integrate e-resource management, yet workflows remain within a single box, tied to legacy architectures and antique workflows in a world where libraries can, in fact, rely on other tools – many with a lower price tag.

Broadly, library workflows are comprised of selection and ordering, resource management, discovery and access, and analysis. The ILS/LSP has a role in each of these stages for sure, but to what extent? Arguably, the ILS/LSP is needed for a subset of tasks, as libraries can leverage ordering tools, resource management, usage analysis, discovery and access solutions that are independent of the ILS/LSP. If that’s the case, should libraries still accept the centrality of the ILS/LSP, its workflows and its price point? Or is it time to consider a new model where ILS functional areas are ‘dis-integrated’ so as to better tailor or distribute workflows? In this model, libraries can stop designing their work to fit the model prescribed by their ILS/LSP, and start to focus on delivering new services that impact learning outcomes, support research, and beyond.

This panel will discuss how libraries can start to reassess their reliance on the monolithic ILS/LSP. Panelists will discuss workflow solutions that may indeed address the vast majority of requirements outside the ILS/LSP box. They will discuss areas in which the ILS/LSP is required yet should constitute only a small component of overall workflow needs and indeed budget. And panelists will look at new services that may emerge as areas of focus in a world no longer centered on traditional ILS/LSP workflows.