Planet Library SOA

Service-Oriented Architecture, or SOA, is an emerging paradigm for the development of large, distributed software applications. This site pulls together the thoughts of library technologists on the topic of applying SOA to library services. Are you also writing about this topic? Let us know!

June 25, 2009

Peter Murray

Two ways to learn about the OLE Project at ALA

There will be two programs at the ALA Annual Conference in Chicago where aspects of the Open Library Environment Project will be discussed. The participants in the design phase of the project encourage you to attend one or both of them to learn about the design phase deliverables and the plans for the build phase.

The first is a full 90-minute session with the title The Open Library Environment Project: Building an ILS for Service Oriented Architecture Integration. It will be held on Saturday, July 11th from 10:30am to noon in McCormick Place West room W-196a. This will be the more in-depth of the two programs, with plenty of time for questions and answers with members of the design group.
In the second, members of the OLE Project design team will be on a panel at the LITA Next-Generation Catalog Interest Group program called Post-Integrated Library Systems? – The Open Library Environment (OLE) and the Unified Resource Management (URM) Projects. It will be held on Monday, July 13th from 3:30pm to 5:30pm in Chicago room of the Palmer House hotel. Also on this panel will be Oren Beit-Arie, the Chief Strategy Officer of Ex Libris, and Susan Sterns, the Vice President of Professional Services of Ex Libris, talking about their Unified Resource Management (URM) Project.

Post from: Disruptive Library Technology Jester

Two ways to learn about the OLE Project at ALA

by the Jester at June 25, 2009 03:25 PM

June 05, 2009

Lorcan Dempsey

Libraries and catalogues: systemic attention

The Research Information Network in the UK has released a timely report: Creating catalogues: bibliographic records in a networked world [Splash page; pdf]. It is concise and has a useful Summary and Key Findings section.

I found it an interesting read, in no small part because it rehearses various key themes of these pages. Critically, it discusses systemwide reconfiguration of library services, a far-reaching and critical issue for libraries in a network environment.

There are two overarching issues. One is that library processes are inefficient because resources are consumed in redundant activity that do not create distinctive local value. The second is that a fragmented presence on the web reduces impact and visibility. Of course each of these is related to the institutional-scale nature of much current work, which is poorly aligned with emerging network organization, where we have become accustomed to institutions externalizing activities. The network allows routine work to be consolidated (think payroll) and it favors concentrated user hubs (think Amazon and Google).

So, from a processing point of view it is not surprising to see recommendations which point to better sharing of the burden of data creation across the book/journal world and between libraries (and in this context, there is a discussion of record re-use and innovation). And from an impact point of view, there are recommendations about consolidating the web presence of libraries in order to better focus user attention.

Perhaps the recommendation which will receive the most attention is the following:

Libraries are therefore spending significant resources in editing the records they receive, as well as adding data to meet their own local needs. Sustaining and developing individual catalogues for the more than 160 university libraries in the UK demands considerable resources. A shared catalogue for the whole UK higher education (HE) sector, with dynamic links to local holdings, could bring enormous benefits, in terms of reduced costs, of a more comprehensive coverage of both national and local holdings with better-quality records. It would also provide the potential for developing new user-focused services allowing them to remain relevant to their users and to compete with Amazon, Google and others.

I guess I would not emphasise competition in this way, as one of the functions of such a concentration (noted elsewhere in the report) would be to act as a switch and syndication point on the network.

The report has sensible recommendations about better provision of e-book data; it argues for better dissemination of article level data; and it supports various consensus making activities. I was surprised not to see more discussion of knowledgebase/ERM activity, although this may have been out of scope. This is especially because this is also an area with some potential for consolidation and network concentration.

I will watch with interest how this report is received and discussed. I think that it is inevitable that libraries will externalize more of what they do to third parties and shared services. This is both to increase efficiency and to increase impact. This does not remove the local role, rather it represents a natural evolution in which time and attention can be devoted to changing local needs and interests.

Update: The report does not provide a blueprint for action. It does put a stake in the ground which may shift the conversation.

by dempsey at June 05, 2009 08:38 PM

May 30, 2009

Lorcan Dempsey

A single business system environment redux

The new prototype discovery service from the National Library of Australia caused a ripple of interest the other week when it was released. One reason for the interest is that it brings together access to a range of NLA resources (Picture Australia, Libraries Australia, and Pandora, among others) as well as to external resources (Oaister, for example). The rationale for this approach was outlined in an NLA report from two years ago. I will do an entry about the new service, but in the interim here is what I wrote about the report which argued for bringing the systems together in this way .....

The National Library of Australia has made an interesting report available, National Library of Australia IT Architecture Project Report, March 2007. [pdf] Here is the declared purpose:

The aim of this report is to define the IT architecture that will be needed to support the management, discovery and delivery of the National Library of Australia's collections over the next three years. The current architecture has allowed the library to develop a significant digital library capability over the last decade. Now the burden of maintaining and supporting existing systems and services is increasingly hindering us from bringing new services online, improving the user experience, exploring new ideas or responding to technological change. In the meantime, enormous changes are occurring in the broader environment.
The report identifies three major responses within the context of a new framework for digital library services (I talk about them in a different order than the one in which they are presented). One, it recommends a move to a service-oriented architecture. The grounds for this are clear, and clearly made in the report. They include the ability to share common services across applications, to be able to respond to change effectively, and to reduce over time the redundancy, cost and complexity of development.

Two, it argues for using open source solutions where they are 'functional and robust'. It notes an amendment to prior policy which favored a buy over a build policy. The Library will now consider open source solutions based on function and cost comparisons. The assessment of cost will not only include consideration of the direct costs of additional development but also the benefits of contributing code to the community and, interestingly, the opportunity costs of using commercial software whose development path is not aligned with library direction and need. The report notes the possibility of collaboratively sourcing some functionality with partners.

And three, the report talks about a 'single business' approach. This was the most interesting aspect of the document to me, because it underscores a major issue for libraries and the systems they deploy. This is that applications have developed in a piecemeal fashion over recent years, so that library operations are now supported by many applications, in different stages of maturity, and with different levels of process standardization. However, this ensemble of applications does not support efficient working across the range of library requirements, and inhibits flexible service development. Indeed, boundaries between these applications seem increasingly arbitrary, and to owe more to historic circumstance, and to the structure of the industry that has developed over time, than to current needs. Simply managing this diversity is a major task in itself. The ERAMS (electronic resource access and management services) discussion I mentioned a while ago is one symptom of a growing sense that the library systems landscape needs to be redefined.

The 'single business' approach is a recommendation that the library think in terms of a single 'business' and a single data corpus as part of its planning process, rather than in terms of separate planning for each service line or resource type (e.g. images, books, music). And that technical solutions be designed in ways that minimize the number of separate business applications that need to be developed. Of course, the service-oriented approach would facilitate the latter goal. In practice this would mean trying to streamline workflow across management environments for different resource types; using common delivery, rights management and other solutions; and developing a single integrated discovery environment across collections and resource types, which can be accessed through different views.

The report is well structured, and is worth reading as much as for its discussion of some general issues as it is for the particular National Library of Australia situation. .

[Original post]

by dempsey at May 30, 2009 03:11 PM

May 14, 2009

Peter Murray

At the Intersection of the OCLC Records Use Policy and the WorldCat Local Cloud-based Library Management Service

Last Friday, Andrew Pace (Executive Director of Networked Library Services for OCLC) was interviewed by Richard Wallis of Talis on OCLC’s recent announcement of a cloud-based library management service. As part of that conversation, Richard and Andrew touched on the ongoing debate on the OCLC record use policy. Below is a transcript from that part of the interview (with time markers from the start of the interview).

Richard Wallis (27:00)
What about [libraries'] local data? By providing data up onto the OCLC platform, will that data be restricted in its use — how they can use it — or will it be totally open for them to use it in any way that they want to?
Andrew Pace (27:17)
That data is the library’s data.
Richard Wallis (27:21)
One of the reasons I ask that question is obviously we’re aware of the issues about bibliographic record reuse licensing that is going on at the moment. Do you see that conversation having any impact on the back-end data or the usage statistics data or anything like that?
Andrew Pace (27:41)
I imagine there will be service-level agreements we’ll build for the data that are going into library management services, but I am reluctant to combine what is going there with the record use policy discussions. I think as the record use policies are under revision — they are under discussion right now — I think libraries are cognizant of all of the data issues, but I am reluctant to tie the two together completely.
Richard Wallis (28:11)
So you probably see the bibliographic conversation separate from the raw data type conversation.
Andrew Pace (28:20)
Yeah, I think they are related to each other but I think they are separate conversations.

I think this is absolutely the right answer, and I’m glad to see the distinction between the shared bibliographic data and the holdings/circulation-transaction data so cleanly separated. They are related, but in the case of the former it is truly the library’s data. Earlier on in the interview, Andrew addressed the issue of how OCLC would respond to disclosure requests from law enforcement agencies.

Richard Wallis (21:35)
How would OCLC handle an inquiry under the [USA] Patriot Act or something like that?
Andrew Pace (21:42)
I might beg off on that as being a legal question, but it is one that we have asked about what it means for that data. I’m not sure it is going to be entirely different than how libraries would have to deal with it on a local system.
Richard Wallis (22:02)
I suppose the only concern is if you have the records for transactions in a signifcant number of libraries, it may actually be somewhere that government star people might want to wander and ask questions. I suppose that is where it is different in this environment.
Andrew Pace (22:20)
Yeah, and what I’m arguing is that it would be similar situation to software as a service or other hosted applications as well. But I’m not going to attempt any kind of legal answer since I’m not a lawyer.
Richard Wallis (22:37)
Ah, that’s disappointing. I could have quoted you back to yourself in a year’s time, but never mind, I understand why you ducked that question. I would have done so as well.

For me, this is further evidence that OCLC would consider the transaction data to be owned by the library. I’m not a lawyer either, but this would seem to push the responsibility for responding to a law enforcement agent request to the member library. Hopefully, there is legal precedent to make that stick.

Overall, it is a good interview that really puts some added definition to the plans for WorldCat Local Library Management Services.

Post from: Disruptive Library Technology Jester

At the Intersection of the OCLC Records Use Policy and the WorldCat Local Cloud-based Library Management Service

by the Jester at May 14, 2009 02:21 AM

May 13, 2009

'librarysoa' in del.icio.us

OCLC’s Andrew Pace Talks with Talis about Web-Scale ILS (Panlibus)

Richard: A non-technical librarian would read what is out there at the moment as OCLC is offering me a library system. Is that what it is? Andrew (12:46) - I would say that it is a cloud-based library management service. If it is meant to include the functionality that you have in a local system, the answer is yes. But I am reluctant to describe it as an integrated library system because I think this is not meant to duplicate what is currently available in that market -- that is not the goal. The goal is to start with the cooperative WorldCat and use that as the basis for managing local inventory. Richard (13:49) - Could I envisage being an OCLC member, for instance in three or so years time, imagining that I wouldn't need a local ILS -- I could do it all on OCLC's cloud. Andrew (14:00) - Yes.

May 13, 2009 08:09 PM

SOA resources at Educause

SOA Perspectives: Practical Applications of SOA Concepts in Higher Education

Numerous new toolsets and products are available to facilitate the transition to an SOA-based architecture. Examples are IDEs for the rapid deployment of web services, middleware infrastructure such as enterprise service bus solutions, and new application servers such as GlassFish by Sun. This panel presentation will feature practical applications of SOA concepts in higher education, including the Kuali Project and other multi-institution software implementations that require standardized, flexible, reusable interfaces. Panelists will discuss the strategies behind their SOA efforts, as well as their experiences in using the first wave of open-source and vendor-supported "pro-SOA" offerings in the marketplace.

by drupal at May 13, 2009 08:07 PM

May 06, 2009

SOA resources at Educause

The OLE Project: Reconceptualizing Technology for Modern Library Workflow—An SOA Approach

The OLE Project, with funding from the Andrew W. Mellon Foundation, is designing an Open Library Environment (OLE), a reconceptualized alternative to the current model of vendor-driven, largely self-contained, integrated library systems. The goal of this multinational group of academic, research, and national libraries is to produce a design document for a service oriented architecture (SOA)-compliant system positioned as a component of an institutional enterprise architecture. A secondary goal is to inform community-source library system development efforts regarding the tools and techniques of business process modeling and SOA architectures.

by drupal at May 06, 2009 04:04 PM

May 01, 2009

'librarysoa' in del.icio.us

April 30, 2009

'librarysoa' in del.icio.us

Interview: Andrew Pace Explains Why OCLC’s “Quick Start” Is a Sea Change - ALA | American Libraries

The executive director for networked library services at the world’s largest library consortium paints the big picture regarding OCLC’s web-platform initiative in an April 24 conversation with American Libraries Editor in Chief Leonard Kniffel.

April 30, 2009 03:41 PM

April 19, 2009

SOA resources at Educause

My Academic Plan: Helping Students MAP Their Future

What more important problem could we solve than helping students make intelligent decisions in their course selections? The South Orange County CCD created My Academic Plan (MAP), a new system dedicated to helping students define, refine, and implement their personal educational goals. Learn how we developed this system utilizing a user-driven design team, a service-oriented architecture, the latest technology, and a passion for serving students.

by drupal at April 19, 2009 02:30 AM

March 30, 2009

Peter Murray

Open Library Environment Project Picks Up the Pace

OLE Project logoParticipants in the design phase of the OLE Project met in Lawrence, Kansas, earlier this month for a week-long work session. Coming out of the session are several documents that form the foundational elements of the report to be published and delivered to Mellon in July. Interested parties are invited and encouraged to sign up for the project update webinar to be held on March 31st from 3:00pm to 4:30pm (Eastern time). There will be a project update at the Coalition for Networked Information (CNI) Task Force Meeting on April 7th. Those in the midwest might also be interested in the Indianapolis OLE Workshop on April 22nd.

One document is the updated Frequently Asked Questions; this has answers to the common questions received during the previous regional workshops and webcasts. This is backed up by two other documents: first the assumptions underlying the design of OLE and the OLE project scope. The latter is notable in particular because it was updated to take on the perspective of the OLE Project in general, not specifically the design phase of the project (as it was originally).

For the most details, see the OLE Project Meeting Notes from Kansas, March 15-20, 2009.

Post from: Disruptive Library Technology Jester

Open Library Environment Project Picks Up the Pace

by the Jester at March 30, 2009 11:34 PM

SOA resources at Educause

The Competing Values of Data-Oriented vs. Service-Oriented Architectures

Organizations and information system architectures are both embedded with a set of values, beliefs, and assumptions about what they should do and about how they should go about getting things done. This presentation will offer a conceptual framework for understanding the culture of an organization and the cultural differences between data-oriented and service-oriented architectures.

by drupal at March 30, 2009 03:51 PM

March 08, 2009

'librarysoa' in del.icio.us

JISC TILE (Towards Implementation of Library 2.0 & the e-Framework) Deliverables

The TILE (Towards Implementation of Library 2.0 and the E-Framework) project, led by Sero Consulting, is an immediate response to recommendations of the JISC and SCONUL commissioned study of the Library Management Systems and Electronic Resource Management System landscape (April 2008). http://www.jisc.ac.uk/whatwedo/programmes/resourcediscovery/libraryMS TILE will be approaching the problem space from two complimentary angles: * Library 2.0 – investigating the implementation of library services based on Web 2.0 ('Library 2.0'), the professional implications (‘Librarian 2.0’) and the institutional impacts. * The e-Framework - developing the library domain specification within the international e-Framework to shape service architectures to address those implementation challenges in the immediate and longer term. The focus will be on two particular 'pain points' - providing context and enabling contribution

March 08, 2009 08:39 PM

February 28, 2009

'librarysoa' in del.icio.us

CollectionSpace Development Plan Phase One - CollectionSpace

"The CollectionSpace project goal is to produce a suite of modules and services that will provide a stable, robust, authoritative, and flexible core of collections information from which interpretive materials and experiences - from printed catalogs to mobile gallery guides - may be efficiently developed, and that can serve as a cost-effective alternative to proprietary collections management systems for museums in need, regardless of size or scope. The openness of the software will allow it to be connected with other open-source applications already in-use by the cultural sector including those for archival management, online exhibition creation, and digital asset management."

February 28, 2009 10:03 PM

Functional Requirements - CollectionSpace

One of the goals of the CollectionSpace project is to develop a platform for a collections information system. Within that platform, we intend to deliver a set of modular solutions and services that match functional requirements for managing museum collections and publishing them for various use-cases. Rather than develop a traditional collections management system, however, we are interested in pursuing a service oriented solution so as to take advantage of new open source technologies that to date, have not been used within the museum community. By creating services tailored to specific tasks that museums engage in daily, such as acquisitions, loans, inventory, audit, we will be better able to develop flexible, customizable, and extensible solutions to fit a wide range of staff needs, collection types, and institutional sizes.

February 28, 2009 10:01 PM

November 17, 2008

Peter Murray

OLE Project Webcast, Workshops Scheduled

OLE Project Logo Coming out of the face-to-face meeting in Rutgers earlier this month, the OLE Project has posted a number of announcements for upcoming events. The first is a webcast on Nov. 20, 2008 from 3:00pm to 4:30pm Eastern Standard Time, US, free of charge and open to anyone. The webcast topics are:

  • Update on the project
  • Timeline and topics for remaining project activities
  • Overview of upcoming OLE workshops and invitation to attend
  • Overview of working groups and invitation to participate
  • Q&A

Registration is required; directions for accessing the webcast will be emailed to those who register. There is a limit of 200 participants (the maximum the webcast service allows), and the session will be recorded for later playback.

Update: Recording of Webcast Now Available


Updated 20081121T0952: A recording of the webcast is available for those that couldn’t make it or had problems hearing the audio. As the posting on the OLE Project site says, keep an eye on the project website for expanded answers to questions asked during the webcast.

Regional Workshops


The second is a series of regional workshops. Tim McGeary, Senior Systems Specialist at Lehigh University, post news of these to several mailing lists:
The Open Library Environment (OLE, pronounced oh-lay) Project invites you to apply to participate in a two day Regional Design Workshop. The purpose of this workshop is to provide a forum for representatives of local research libraries and related institutions to discuss our work surrounding the current Integrated Library System and ideas on what this type of core system should incorporate.  Workshops are being held in a variety of locations in the US over the next 2 months. For more information and to find a location near you, go to http://oleproject.org/workshops.

Participation is open to any member of the research library community who works with the Integrated Library System either on a day to day basis or from a higher level. OLE will be developed as an open source library environment that meets the needs of research libraries. While care will be taken to design an open and flexible system that is useful for other types of libraries, such as public libraries, the focus of the project in this early stage is on research libraries.

The OLE project, with support from the Andrew W. Mellon Foundation, seeks to convene the academic library community in the design of an Open Library Management System built using the principles of Service Oriented Architecture.  The project partners consist of leaders from academic libraries in the United States, Canada, and Australia dedicated to thinking beyond the current model of an Integrated Library System.  We seek to design a new system that is flexible, customizable and able to meet the changing and complex needs of modern, dynamic academic libraries.  The end product will be a design document to inform open source library system development efforts, to guide future library system implementations, and to influence current Integrated Library System vendor products.

Post from: Disruptive Library Technology Jester

OLE Project Webcast, Workshops Scheduled

by the Jester at November 17, 2008 04:32 PM

November 13, 2008

'librarysoa' in del.icio.us

Get Tooled Up:'SeeAlso: A Simple Linkserver Protocol', Ariadne Issue 57

The SeeAlso linkserver protocol was occasioned by the need to enrich title views in library catalogues of the German Common Library Network (GBV) with links to additional information. However, instead of integrating those links into title records and tailoring the presentation to our specific OPAC software, we decided to create a general linkserver Web service.

November 13, 2008 03:23 PM

November 05, 2008

SOA resources at Educause

IT Architects

IT Architects in Academia focuses on the practice of IT and enterprise architecture in higher education. We will review various ways IT architecture is implemented on campuses and how people engage with the campus. Discussion will include hot topics such as service-oriented architecture and EA challenges and incentives. We will also plan for future ITANA work. For more information, see our website (www.itana.org) and our wiki (https://spaces.internet2.edu/display/itana/Home).

by drupal at November 05, 2008 08:26 PM

October 30, 2008

SOA resources at Educause

SOA Built on Open Source Web Service Technologies

Although SOA has become the dominant paradigm of enterprise computing, there is a lack of studies available on open source web service technologies. Learn how a consortium of universities completed an investigation of web standards and open source implementations to create an open source infrastructure for SOA.

by drupal at October 30, 2008 05:59 PM

Is SOA DOA?

Service-oriented architecture has received tremendous hype over the past several years. This presentation will provide perspectives from several institutions applying SOA-inspired solutions. Discussions will focus on what constitutes an SOA-style solution, alternatives, and practical experience in an effort to distill what value SOA holds for higher education.

by drupal at October 30, 2008 05:24 AM