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Integration Planning and Expectation for
Florida’s Next-Generation ILS
NISO Webinar
June 8, 2016
Ellen Bishop, Director for Integrated Library Services
Agenda
• Who we are
• Current integration: Where we are
• Process and Procurement for Next-Gen ILS
• Characteristics of a next-gen ILS system
• Future Integration: Where we would like to be
About the Florida Academic Library Services
Cooperative (FALSC)
• FALSC established in Florida statute 1006.73 to provide “an
integrated library management system and its associated services
that all public postsecondary education institution academic
libraries shall use for purposes of acquiring, cataloging, circulating,
and tracking library material.”
• FALSC is part of the Florida Virtual Campus and a division of
University West Florida Innovation Institute.
• Serves the 40 public college and university libraries in the state of
Florida.
• Currently, we provide Ex Libris’ Aleph ILS, Discovery Tools Mango
(locally developed) and Primo, and the Primo Central mega-index
for the 40 colleges and universities.
Overview of Current Integration
Integration between ILS and Discovery Interface:
• Real time Item Availability via API
• Holds and Automatic Renewals via API
• SMS message supplies open URL in text message
• Resource Sharing - requests in terminal state sends link to
ILLiad with auto populated bib info in request
• Course Reserves - via 3rd party index uses java to display in
discovery interface
• Room Bookings – via API

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The traditional ILS as we know it will only die out because it will evolve. It will not disappear. More now than ever do libraries need automation and resource management. The thing is, our collections are becoming more and more heavily electronic, we need a system that will handle digital content in an efficient manner. The current ILS does not. Current ILSs are built around the traditional library practice of print collections and services designed around these collections, but the last ten to fifteen years have seen great shifts in both library collections and services. Print and physical materials are no longer the dominant resources. Actually, in many libraries, especially in academic and research libraries, the building of electronic and digital collections have taken a larger role in library collection development. As libraries have moved increasingly to accommodate digital collections, they’ve found the ILS products unable to be reconfigured well enough to smoothly and efficiently handle the integration of all the workflows that are different, yet, necessary, for both print and digital. The current ILS serves the purpose for an academic library but instead of one system with seamless interaction we have one system with add on components to do some of the now necessary functions like electronic resource management and the discovery layer. there are three trends that will lead to the change in the traditional ILS: “1. Increased digital collections; 2. Changed expectations regarding interfaces; 3. Shifted attitudes toward data and software.” There are four distinguishing characteristics of the next-generation ILS we believe are critical. They are comprehensive library resources management; a system based on service-oriented architecture; the ability to meet the challenge of new library workflow; and a next-generation discovery layer. Up until recently, libraries developed collections to serve the communities that they were located in. And that's going to shift because the collections that they create will define the communities they serve, which is the exact opposite of the way it used to be in the physical world. In the electronic world it will be completely opposite. (VINOD CHACHRA, VTLS) Our collections are now booming with digital content and a very inept way to serve it. The traditional ILS wasn’t created to handle digital content. The new ILS, will serve as a library service platform where digital content will be a the forethought instead of an afterthought. Breeding writes that “the next generation of library automation systems needs to be designed to match the workflows of today’s libraries, which manage both digital and print resources.” There are four distinguishing characteristics of the next-generation ILS we believe are critical. They are comprehensive library resources management; a system based on service-oriented architecture; the ability to meet the challenge of new library w

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Overview of Current Integration
Integration between ILS and ERPs (campus business software):
• Patron Records via FTP – ERP to ILS with some file manipulation
• Patron Fines via FTP – ILS to ERP
• Acquisitions Invoices via FTP – ILS to ERP
Integration with other 3rd party vendors:
• Acquisitions’ orders via FTP – from book vendors to ILS
• Exports of Holdings data via FTP
• Discovery Tools: Summon, EDS
• HathiTrust
• Rapid ILL
• Barcode files via FTP - Florida Academic Repository in the ILS and AIMS inventory
management software
• Self-Check Machines via SIP2 protocol – to ILS
Overview of Current Integration
Integration of Electronic Resources:
• Discovery Interfaces includes the integration of the OPAC and Primo
Central Index (PCI) mega article index via OpenURL for blended
results
• Digital Library Collections
• SFX/360Seach Link Resolvers: links to full text for each citation, no
matter which publisher's e-journal contains the full text
• MetaLib: data being returned from our licensed databases via
Metalib's X-server and powers the pages for a "multi-search" query
Process and Procurement of Next-Gen ILS
• Statewide process that spanned over two years
• RFI (Request for Information) including vendor demos
• Statewide Task Force recommends to go forward
• Next-Gen ILS Requirements Statewide Task Force
• ITN (Invitation to Negotiate) released
• Task Force made recommendation for Innovative products;
Sierra ILS, Encore Duet and EBSCO database index
• Negotiations complete with signed contract in April 2016
Characteristics of a Next-Gen ILS
(Source: Next-Gen ILS Task Force Final Report, 5/22/2014)
• Provides a flexible configuration that facilitates cooperation among
FALSC libraries, vendors and other consortium partners
• Supports through its design the complex needs of a large
consortium
• Integrates print, electronic, and digital resource management
• Offers workflows that exceed current ILS capabilities; streamlines
tasks and reduces staff work time
• Features a unified dashboard that improves the user experience
for library personnel
• Employs an agile development process that is responsive to user
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• Includes an extensible platform that allows customization by FALSC
and individual institutions
• Incorporates recent developments in software and hardware
technologies
• Offers in-depth, integrated, and customizable analytics tools that
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• Accepts metadata formats other than MARC
• Delivers as many services as possible in real-time
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Future Integration in a Next-Gen ILS
• Consolidation to a single platform for the state universities and
colleges
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resources
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• Real-time interaction between the ILS and the campus business offices
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• Patron fines: continuous updates between ILS and institutions via APIs
• Invoice data: sent via APIs
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• Patron Authentication: single sign-on via interaction with institution
portals
• Integration of the Discovery interface with Learning Management
Systems (LMS)
• Bring content from the discovery interface to the course reading list
for curriculum in the Learning Management System
• Integration of digital content and collections in the Discovery Interface
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thanks! contact info:
Ellen Bishop
ebishop@flvc.org

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  • 1. Integration Planning and Expectation for Florida’s Next-Generation ILS NISO Webinar June 8, 2016 Ellen Bishop, Director for Integrated Library Services
  • 2. Agenda • Who we are • Current integration: Where we are • Process and Procurement for Next-Gen ILS • Characteristics of a next-gen ILS system • Future Integration: Where we would like to be
  • 3. About the Florida Academic Library Services Cooperative (FALSC) • FALSC established in Florida statute 1006.73 to provide “an integrated library management system and its associated services that all public postsecondary education institution academic libraries shall use for purposes of acquiring, cataloging, circulating, and tracking library material.” • FALSC is part of the Florida Virtual Campus and a division of University West Florida Innovation Institute. • Serves the 40 public college and university libraries in the state of Florida. • Currently, we provide Ex Libris’ Aleph ILS, Discovery Tools Mango (locally developed) and Primo, and the Primo Central mega-index for the 40 colleges and universities.
  • 4. Overview of Current Integration Integration between ILS and Discovery Interface: • Real time Item Availability via API • Holds and Automatic Renewals via API • SMS message supplies open URL in text message • Resource Sharing - requests in terminal state sends link to ILLiad with auto populated bib info in request • Course Reserves - via 3rd party index uses java to display in discovery interface • Room Bookings – via API
  • 5. Overview of Current Integration Integration between ILS and ERPs (campus business software): • Patron Records via FTP – ERP to ILS with some file manipulation • Patron Fines via FTP – ILS to ERP • Acquisitions Invoices via FTP – ILS to ERP Integration with other 3rd party vendors: • Acquisitions’ orders via FTP – from book vendors to ILS • Exports of Holdings data via FTP • Discovery Tools: Summon, EDS • HathiTrust • Rapid ILL • Barcode files via FTP - Florida Academic Repository in the ILS and AIMS inventory management software • Self-Check Machines via SIP2 protocol – to ILS
  • 6. Overview of Current Integration Integration of Electronic Resources: • Discovery Interfaces includes the integration of the OPAC and Primo Central Index (PCI) mega article index via OpenURL for blended results • Digital Library Collections • SFX/360Seach Link Resolvers: links to full text for each citation, no matter which publisher's e-journal contains the full text • MetaLib: data being returned from our licensed databases via Metalib's X-server and powers the pages for a "multi-search" query
  • 7. Process and Procurement of Next-Gen ILS • Statewide process that spanned over two years • RFI (Request for Information) including vendor demos • Statewide Task Force recommends to go forward • Next-Gen ILS Requirements Statewide Task Force • ITN (Invitation to Negotiate) released • Task Force made recommendation for Innovative products; Sierra ILS, Encore Duet and EBSCO database index • Negotiations complete with signed contract in April 2016
  • 8. Characteristics of a Next-Gen ILS (Source: Next-Gen ILS Task Force Final Report, 5/22/2014) • Provides a flexible configuration that facilitates cooperation among FALSC libraries, vendors and other consortium partners • Supports through its design the complex needs of a large consortium • Integrates print, electronic, and digital resource management • Offers workflows that exceed current ILS capabilities; streamlines tasks and reduces staff work time • Features a unified dashboard that improves the user experience for library personnel • Employs an agile development process that is responsive to user input
  • 9. Characteristics of a Next-Gen ILS (Source: Next-Gen ILS Task Force Final Report, 5/22/2014) • Includes an extensible platform that allows customization by FALSC and individual institutions • Incorporates recent developments in software and hardware technologies • Offers in-depth, integrated, and customizable analytics tools that reflect an understanding of library reporting needs • Accepts metadata formats other than MARC • Delivers as many services as possible in real-time • Provides services such as managed knowledge-bases and authority control
  • 10. Future Integration in a Next-Gen ILS • Consolidation to a single platform for the state universities and colleges • Support integrated workflows and streamlined services between libraries • Provide flexible workflow support to manage both print and e- resources • Comprehensively manage the library resources regardless of format and location • Operate in a Software as a Service mode to help provide the integrated environment • Provide a mobile interface to library services to allow anytime, any-place utilization by staff, students and faculty
  • 11. Future Integration in a Next-Gen ILS • Real-time interaction between the ILS and the Discovery Interface • Maintain current integration with as much real-time as possible: • Patron APIs for personal info, fines, overdues, checkouts, accounts • Holds APIs for requesting, canceling, freezing, activating • Real-time interaction between the ILS and the campus business offices (ERPs) • Patron data: sent continuously from the institution to the ILS via APIs • Patron fines: continuous updates between ILS and institutions via APIs • Invoice data: sent via APIs • Real-time integration with 3rd party vendors • Acquisitions orders with Bib records and invoicing from book vendors via APIs
  • 12. Future Integration in a Next-Gen ILS • Integration of ERM and ILS: including acquisitions, managing licenses and managing packages, databases and vendors • Includes a Knowledge Base with APIs for real-time synchronization in both directions with the ILS and Discovery Interface • Patron Authentication: single sign-on via interaction with institution portals • Integration of the Discovery interface with Learning Management Systems (LMS) • Bring content from the discovery interface to the course reading list for curriculum in the Learning Management System • Integration of digital content and collections in the Discovery Interface • Course Reserves Management: ability to restrict course reserve materials based on course registrations
  • 13. thanks! contact info: Ellen Bishop ebishop@flvc.org