Marshall Breeding has released Perceptions 2009: An International Survey of Library Automation.

Here's an excerpt:

Libraries make significant investments in technology in order to automate their libraries and deliver information resources and services through their Web sites. The integrated library system (ILS) for most libraries represents the most critical component of a its technology infrastructure and can do the most to help or hinder a library in fulfilling its mission to serve its patrons and in operating efficiently. As libraries consider their automation strategies, such as moving to a new ILS, it’s helpful to have as much data as possible to make an informed decision. One aspect of that data might involve some measure of the perceptions of libraries that use that those products regarding such things as the quality of the ILS, the company involved, and its customer support. In order to produce data that portrays some of the general perceptions that libraries have about these questions, I have conducted a major survey for the last three years. This survey records each library's satisfaction level with their ILS and the company involved and probes at levels of interest in open source ILS products, one of the major issues brewing in the industry. The survey aims not only to provide libraries with helpful information regarding the products in the field, but might also serve as a tool for the companies involved to glean information on areas of strengths and weaknesses that will help them make any needed improvements.

Indiana University has been awarded a $2.38 Million Grant from the Andrew W. Mellon Foundation for the Kuali OLE (Open Library Environment) project.

Here's an excerpt from the press release:

IU will lead the Kuali OLE (Open Library Environment) project, a partnership of research libraries dedicated to managing increasingly digital resources and collections. Together, these libraries will develop "community source" software that will be made available to libraries worldwide.

Kuali OLE (pronounced Oh-LAY) partners include Indiana University; Florida Consortium (University of Florida representing Florida International University, Florida State University, New College of Florida, Rollins College, University of Central Florida, University of Miami, University of South Florida and the Florida Center for Library Automation); Lehigh University; Triangle Research Libraries Network (represented by Duke University and North Carolina State University); University of Chicago; University of Maryland; University of Michigan; and the University of Pennsylvania.

Large academic research libraries such as these manage and provide access to millions of items, using software to track interrelated transactions that range from ordering and paying for items to loaning materials to library patrons.

As the nature of library collections expands to include more digital materials—including leased electronic journals and digitized photograph collections—libraries are increasingly interested in developing management software for these resources, said Interim Ruth Lilly Dean of University Libraries Carolyn Walters.

"Libraries now create, lease and share digital materials, but the systems in place for cataloging and tracking these items are based on print collections," said Walters. "With this project, we benefit from working together with a community of academic libraries that want to change the way that information is managed in the scholarly environment."

"Research libraries are in dire need of systems that can support the management of research collections for the next-generation scholar," said Robert H. McDonald, executive director for the project and IU's associate dean for library technologies. "This approach demonstrates the best of open-source software development, directed partnership resource needs, and a market of commercial support providers to truly align with the needs of research libraries within the higher education environment."

More than 200 libraries, educational institutions, professional organizations and businesses laid the groundwork for the Kuali OLE project by participating in the original OLE project, a design phase that was supported by an earlier grant from The Andrew W. Mellon Foundation and led by Duke University.

The Open Library Environment (OLE) project has become a Kuali Foundation project.

Here's an excerpt from the press release:

The Kuali Foundation, Inc., is pleased to announce that a group of leading academic research libraries is partnering in the Kuali Open Library Environment (OLE) (pronounced Oh-LAY) project to develop software created specifically for the complex business management and workflow operations of academic and research libraries. . . .

More than 300 libraries, educational institutions, professional organizations, and businesses participated in some phase of planning for the OLE project, which was supported by a planning grant from the Andrew W. Mellon Foundation and led by Duke University. Based on that broad insight, OLE will create a next-generation library system that breaks away from print-based workflows and reflects the changing nature of library materials and new approaches to scholarly work. The project is designed to work well with other enterprise systems and to be easily modified to suit the needs of different institutions.

Consistent with the values of the Kuali Foundation, the resulting software will be made freely available to libraries around the world, which will then also contribute their expertise and enhancements through community processes that work for the library community. The project will build on the far-reaching expertise of its current and future partners. . . .

Integrated library systems, composed of relational databases and the application software to support them, are used to track materials within library collections, from ordering and paying for them to loaning them to library patrons. Because large academic research libraries are responsible for managing and providing access to millions of items, the need to be more proactive in software development is especially acute in light of the workflow needed to manage and curate a varied digital collection that includes leased electronic journal content and owned special collections. . . .

Kuali OLE partners include Indiana University (lead); Florida Consortium (University of Florida representing Florida International University, Florida State University, New College of Florida, Rollins College, University of Central Florida, University of Miami, University of South Florida, the Florida Center for Library Automation); Lehigh University; Triangle Research Libraries Network, represented by Duke University and North Carolina State University; University of Chicago; University of Maryland; University of Michigan; and the University of Pennsylvania.

Below are streaming video OCLC presentations from ALA Annual 2009 on digital curation and Web-scale Management Services.

• Integrating Technical Services and Preservation Workflows: "Mainstreaming Digital Resources. After an introduction from Geri Bunker Ingram of OCLC, Amy Rudersdorf (Director, Digital Information Management Program, The State Library of North Carolina) discusses integrating a whole host of systems into a digital curation workflow, including OCLC's Connexion tools, Digital Archive, WorldCat, Digital Collection Gateway and CONTENTdm."
• OCLC Web-scale Management Services: "Presentation by Andrew Pace, OCLC Executive Director for Networked Library Services, ALA Annual 2009. Web-scale cooperative library management services, network-level tools for managing library collections through circulation and delivery, print and licensed acquisitions, and license management. These services complement existing OCLC Web-scale services, such as cataloging, resource sharing, and integrated discovery."

The Open Library Environment Project has released a draft of the The Open Library Environment Project Final Report.

Here's an excerpt:

With funding from The Andrew W. Mellon Foundation, the Open Library Environment project (OLE Project) convened a multi-national group of libraries to analyze library business processes and to define a next-generation library technology platform. The resulting OLE platform is predicated on Service Oriented Architecture and a community-source model of development and governance. Over 300 libraries, educational institutions, professional organizations and business participated in some phase of the project. Using input from those participants, the project planners produced an OLE design framework that embeds libraries directly in the key processes of scholarship generation, knowledge management, teaching and learning by utilizing existing enterprise systems where appropriate and by delivering new services built on connections between the library's business systems and other technology systems.

The OLE Project met all of its objectives and was completed on time and within budget. Project members are now in discussions with potential investing partners who will develop and deploy this new library technology platform. Although this is an especially difficult time for libraries to launch new projects and commit funding for them, project planners continue to hear from the library community that it is more critical than ever to create the technology infrastructure that can help libraries serve as a primary nexus of scholarly information management.

In the "Library 2.0 Gang 06/09: Library System Suppliers View of OCLC Web-Scale" podcast, vendor representatives from Axiell, Ex Libris, and LibLime discuss OCLC's Web-Scale Management Services.

Here's an excerpt from the post:

The initial reactions to hearing the announcement included "why did they take so long" and guarded "uh-ho." There were several aspects of, and reactions to, the announcement in the conversation—from welcoming the initiative, the inevitable move of library functionality to the cloud, questions about the size of library that would use it, the cost model, and of course issues about data and API availability.

In "Library 2.0 Gang 05/09: Cloud Computing Libraries and OCLC," Marshall Breeding, Frances Haugen, Paul Miller, and Richard Wallis discuss cloud computing and libraries. They also discuss OCLC's Web-Scale Management Services.

In "Breaking Down the Components of OCLC’s New Library System," noted ILS expert Marshall Breeding clearly explains OCLC's Web-Scale Management Services.

Read more about Web-Scale Management Services at "ILS as SaaS (Software as a Service): OCLC Announces Web-Scale Management Services" and "Tough Questions Emerge on OCLC's Competitive Advantage and Data Policies."

OCLC has announced web-scale management services.

Here's an excerpt from the press release:

Libraries that subscribe to FirstSearch WorldCat will get the WorldCat Local "quick start" service as part of their subscription at no additional charge. WorldCat Local "quick start" offers libraries a locally branded catalog interface and simple search box that presents localized search results for print and electronic content along with the ability to search the entire WorldCat database and other resources via the Web.

OCLC plans to release Web-scale delivery and circulation, print and electronic acquisitions, and license management components to WorldCat Local, continuing the integration of library management services to create the Web-scale, cooperative library service. OCLC will begin piloting the Web-scale management service components this year.

This new library service design will support library management for print, electronic and licensed materials built on a new, Web-scale architecture that provides streamlined workflows and cooperative solutions. This Web-scale solution will not only include the functionality of disparate systems, it will interoperate with third-party business process systems, such as finance and human resources, and will reduce the total cost of ownership for libraries. The cooperative nature of the platform will create network effects for libraries with enhanced discovery, resource sharing, and metadata management, and through sharing collection management information, identity management, and collective intelligence fueled by data shared through the cooperative and with partners. . . .

OCLC will work with the more than 1,000 libraries and partners that are currently using OCLC library management systems in Europe and Asia Pacific to help build this service. OCLC will continue to develop and support its existing systems in Europe and Asia Pacific. OCLC will accelerate efforts to create robust data-exchange capabilities between OCLC library management systems and the WorldCat platform. Libraries and partners using current OCLC library management systems will be able to participate in this new development by add

In July 2009, libraries will be able to start using WorldCat.org as their user interface for the OCLC FirstSearch service, providing integrated access through a single search box to NetLibrary eBooks and eAudiobooks, Electronic Collections Online eJournals, OCLC FirstSearch databases, ArchiveGrid archival collection descriptions and CAMIO (the Catalog of Art Museum Images Online). At the same time, OCLC will add an enhanced, comprehensive search capability to WorldCat Local, which will return all print, electronic and licensed content available to the library from any location. OCLC will pilot WorldCat Local circulation and acquisitions services later this year.

The eXtensible Catalog project has released the eXtensible Catalog (XC) OAI Toolkit.

Here's an excerpt from the announcement:

The OAI Toolkit is used to make data stored in an institution's ILS or other repository available for harvesting via OAI-PMH, including other eXtensible Catalog applications. For an ILS, this is accomplished by exporting ILS metadata, converting it from MARC to MARCXML, and loading it into an OAI-PMH compliant repository. The repository (embedded in the OAI Toolkit) makes the data available for harvesting by other XC components.

The OAI Toolkit can be used as part of the XC system, or on its own to enable OAI-PMH harvestability of an existing repository. It is a server application written in Java and is only needed for ILS's and other repositories that do not already have the ability to be act as OAI-PMH Repositories (OAI Servers).