NISO Forum: Library Resource Management Systems: New Challenges, New Opportunities (Day One)

Continental Breakfast

8:00 a.m. - 9:00 a.m.

Welcome & Introductions

9:00 a.m. - 9:15 a.m.

Keynote Presentation: Toward Service-Oriented Librarianship

9:15 a.m. - 10:15 a.m.:

There are significant changes in the manner in which scholarship is conducted – in research, teaching, and overall in scholarly communication. These changes create new conditions and contexts for libraries, and will impact the way we will all have to operate to be successful. As new forms of scholarship emerge, there seems to be a need for new forms of librarianship and for new models for library services. 

This presentation will look at aspects of tradition, transition and transformation in library processes, and will outline in brief the new framework for Library Services that ExLibris is developing in response to the changes we see.

What do libraries want to achieve with their library systems?

10:15 a.m. - 11:00 a.m.:

Update (10/6/09): Thomas Wall will not be able to join this forum. Two of his colleagues will be presenting in his stead

Break

11:00 a.m. - 11:15 a.m.

User Perspectives: How Our Patrons Interact with Our Services

11:15 a.m. - 12:00 p.m.:

Led by an anthropologist, staff of the University of Rochester, River Campus Libraries have been conducting user research for more than five years, studying how undergraduates, graduate students, and faculty do their work. Drawing on completed research and a preliminary report of research in progress, Judi will discuss what has been learned from their users.

XC User Research Preliminary Report

Lunch

12:00 p.m. - 1:15 p.m.

Build it Yourself or Buy it?

1:15 p.m. - 2:00 p.m.:

In this session, attendees will hear from two library case studies answering questions such as: How do you make the choice?  What are the costs/benefits? What was decision making process you went through in choosing your system/implementation? 

• John Culshaw, Professor and Associate Director for Administrative Services, University of Colorado at Boulder Libraries
  
  The University of Colorado at Boulder Libraries are committed to a "buy it" approach for critical library technology platforms. We migrated from the legacy CARL system (which was "built" here) to an Innovative Interfaces system in 1994 and have since maintained a strong library-vendor relationship including the recent purchase and launch of Encore as our next-generation discovery platform. Similarly, the Libraries also maintains a Luna Insight instance for its digital library. But we also participate in the Colorado Alliance of Research Libraries' Alliance Digital Repository, a preservation-oriented consortial digital repository developed with open source software. John will discuss how the library makes these choices including the costs and benefits from following this approach.
   
• From Voyager to Conifer – the University of Windsor’s Experience 
  • Art Rhyno, Head, Systems Department, Leddy Library, University of Windsor (contributor)
  • Guoying (Grace) Liu, Systems Librarian, Leddy Library, University of Windsor (presenter)
  
  In May 2009, the University of Windsor Libraries switched from Voyager to Conifer, a consortial implemented Evergreen open source ILS. This presentation will share the experience of migrating from a proprietary system to an open source solution. The focus will be on the issues and challenges encountered, and the interaction of Evergreen with an existing ERM/URM.

Panel discussion: Open Source Systems – What is working/what is progressing?

2:00 p.m. - 2:45 p.m.:

• Tim will be giving an update of the OLE Project, including highlights of the finalized design document published in July 2009 and information regarding the OLE Project Build Phase tentatively scheduled to begin January 2010.
• Andrew will be giving an update of VuFind, an open source discovery interface.  This will cover the history of VuFInd, whats happening now and where it is going in the coming years.

Break

2:45 p.m. - 3:15 p.m.

Bringing Open Source to the Library: Lessons Learned

3:15 p.m. - 4:00 p.m.:

More and more libraries are turning to open source software to improve their services. This talk will give the perspective of a librarian who has created, distributed, and adapted open source software for libraries. This talk reports on the experience with the LibX and MAJAX projects, two open source software products that closely interact with vendor systems.  The presenter will share lessons learned during the development and adoption of this software, and provide advice for librarians considering combining vendor and open source systems. The talk will discuss the role of existing library technology standards and their benefits, and outline the need for new standards.

Library Management Systems Business Models Roundtable

4:00 p.m. - 5:00 p.m.:

Facilitated by Marshall Breeding, Director for Innovative Technologies and Research, Jean and Alexander Heard Library, Vanderbilt University

Panelists:

• Talin Bingham, Chief Technology Officer, SirsiDynix
   
• Neil Block, Vice President, Worldwide Sales, Innovative Interfaces, Inc.
   
• Galen Charlton, Vice President of Data Services, Equinox Software, Inc.
   
• Paul R. Cope, President, Auto-Graphics, Inc.
   
• Carl Grant, President, Ex Libris North America
   
• Andrew K. Pace, Executive Director, Networked Library Services, OCLC