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Key issues

Briefing papers on key issues

  1. Library management system to library services platform. Resource management for libraries: a new perspective
  2. Rethinking the library services platform
  3. The new role of the library in teaching and learning outcomes
  4. The student consumer and the rise of e-textbook platforms
  5. The rise of library centric reading list systems.

Library Systems

procurements

This is an old revision of the document!


library system procurements :

National catalogue/knowledge base for UK HE

(Jan 2017)
OCLC Press Release
“As part of delivering on the vision of a UK national digital library, Jisc and OCLC announce a partnership As part of delivering on the vision of a UK national digital library, Jisc and OCLC announce a partnership to build a new shared service that will aggregate academic bibliographic data at scale, improving library collection management and resource discovery for students and researchers.Jisc, the digital solutions provider for UK education and research, today announced that OCLC, the global library cooperative, has been awarded the contract to develop a new National Bibliographic Knowledgebase (NBK).
The NBK, originally proposed in Jisc’s National Monograph Strategy, will support the learning and research needs of the UK higher education community. The vision is to extend the capabilities of the current Copac service, by investing in technology that can ingest diverse library data at higher speed and greater volume. The new service will enable a shift in the way that libraries manage their print and digital collections and in the ways that people access those resources.

Library Management Systems/Library Services Platforms Wins & Losses (since 2014 to end 2016)

Capita311
ExLibris325
Innovative38
OCLC10
PTFS-Europe31
SirsiDynix99
Change5134
University
(more detail in the “Decisions..” section below)
New system Vendor Date selected (approx )Old system vendor Notes
University of East Anglia (Norwich)OCLCJan 2019Ex LibrisLowest offer: 182 831.00 GBP / Highest offer: 583 539.00 GBP
The contract will be for an initial period of 5 years, it may be extended for a further 5 years.
University of WorcesterSirsiDynixDecember 2018CapitaJoint procurement with Worcester County Council public library) 'The Hive' joint library
Harper AdamsEx LibrisDecember 2018 Lot 1: Library Services Platform (LSP) and Discovery Service;
Lot 2: Resource List Management Software (RLMS)
Queen Mary, University of LondonInnovative InterfacesOctober 2018SirsiDynix
University of LeedsEx LibrisSeptember 2018Innovative Interfaces£557K
NottinghamExLibrisJuly 2018ExLibrisMigration from Aleph to Alma
Arts University BournmouthPTFS (Koha)July 2018
ChesterInnovative InterfacesFeb2018InnovativeUpgrade to cloud hosted Sierra from Millennium
WolverhamptonExLibrisFeb 2018CapitaLSP, Discovery and Reading Lists solution ((Leganto)
BristolOCLCFeb2018ExLibris
UCL (university College London)ExLibrisJan2018ExLibrisupgraded from Aleph to Alma-no tender
Oxford BrookesOCLCDec 2017Capita
Southampton SolentExLibrisDec 2017ExLibrisUpgrade from Aleph to Alma (no tender)
Robert GordonExLibrisDec2017SirsiDynixThe contract was concluded as part of the Scottish Confederation of University and Research Libraries (SCURL) and Advanced Procurement for Universities and Colleges (APUC) framework
University of LawExLibrisDec 2017ExLibrisMoved form ExLibris Voyager via tender process
BirminghamExLibrisNov 2017ExLibrisupgrade form Aleph to Alma (no tender process)
Richmond, The American International UniversityPTFS-EuropeApril 2017ExLibris (Voyager)
Loughborough UniversityPTFS (Koha/Coral)April 2017ExLibris AlephKoha library system and Coral ERM
Pearson College LondonSirsiDynixMarch 2017n/a
University of BuckinghamSirsiDynixMarch 2017SirsiDynix
University of Central Lancashire (UCLan)Ex Libris (Alma)December 2016Capita (Alto)
The Royal Conservatoire of ScotlandPTFS-Europe (Koha)March 2017Capita (Alto)
Glasgow Caledonian UniversityEx Libris (Alma)December 2016SirsiDynixAlso selected Leganto resource list / reading list system
Liverpool John Moores UniversityEx Libris (Alma)December 2016Ex Libris Aleph
University of HuddersfieldEx Libris (Alma)December 2016SirsiDynix (Horizon)
University of KentSirsiDynixDecember 2016Ex Libris
(Voyager)
Part of shared system: Universities of Kent, Greenwich and Canterbury Christchurch.
Also selected the BLUEcloud Lists resource list management solution.
Canterbury Christ Church UniversitySirsiDynixDecember 2016ExLibris
(Aleph)
Part of shared system: Universities of Kent, Greenwich and Canterbury Christchurch.
Also selected the BLUEcloud Lists resource list management solution.
University of GreenwichSirsiDynixDecember 2016Capita
(Alto)
Part of shared system: Universities of Kent, Greenwich and Canterbury Christchurch.
Also selected the BLUEcloud Lists resource list management solution.
University of GloucestershireOCLC (WMS)November 2016Ex LibrisOCLC WMS and WorldCat Discovery
London Academy of Music & Dramatic Art
(LAMDA)
PTFS (Koha)October 2016
University of London
Senate House Library
• Institute of Advanced Legal Studies Library
• Institute of Classical Studies Library
• Institute of Historical Research Library
• Warburg Institute Library
• Heythrop College University of London
• The University of London institute in Paris
• The Wallace Collection
• The hosted catalogue of the Bibliographical Society
Innovative Interfaces (Sierra)August 2016Innovative Interfaces (Millennium)Upgrade to Sierra selected as part of a competitive tender process
London School of Hygiene &Tropical MedicineEx Libris (Alma)August 2016SirsiDynix
Royal Veterinary CollegeSirsiDynixJuly 2016SirsiDynix
University of the West of Scotland (UWS)Ex Libris (Alma)June 2016Innovative
Cambridge University LibraryEx Libris (Alma)April 2016Ex LibrisMoving from Voyager
Scottish Confederation of University Research Libraries (SCURL) (see below for list of participating institutions)ExLibris, OCLC and Innovative InterfacesMarch 2016VariousFramework agreement only–ie makes it easier for libraries in the consortium to buy a system from the approved list of vendors
University of ReadingSirsiDynixFebruary 2016SirsiDynix
Cranfield UniversitySirsiDynixJanuary 2016SirsiDynix / PTFS Europe (Koha)Also selected the BLUEcloud Lists resource list management solution
Heriot WattEx Libris (Alma)January 2016Ex Libris (Voyager)Alma & Primo
AbertayEx Libris (Alma)January 2016Ex Libris (Voyager)Alma & Primo
NorthumbriaEx Libris (Alma)December 2015Capita (Alto)Alma & Primo
LincolnCapitaDecember 2015SirsiDynix
KeeleEx LibrisNovember 2015InnovativeAlma & Primo
BathEx LibrisNovember 2105SirsiDynixAlso selected the ExLibris Leganto Reading List solution
CumbriaEx LibrisSeptember 2015Capita
Guildhall School of Music and DramaSirsiDynixJuly 2015SirsiDynix
Brunel UniversitySirsiDynixJuly 2015SirsiDynixUpgrade (didn't go to tender)
Royal Holloway University LondonExLibrisJuly 2015ExLibrisOpen tender -but upgrade from ExLibris Aleph
StrathclydeExLibrisJune 2015ExLibis (Voyager)Alma & Primo
DundeeExLibrisJune 2015ExLibris (Aleph)Alma & Primo. Upgrade (didn't go to tender)
LeicesterExLibrisApril 2015SirsiDynix
Sheffield HallamExLibrisApril 2015Innovative Interfaces
Buckinghamshire New UniversitySirsiDynixMarch 2015SirsiDynixdirect award
SurreyExLibrisMarch 2015Capita
EdinburghExLibrisMarch 2015ExLibris (Voyager)
University of the Arts, LondonPTFS (Koha Open source)March 2015ExLibris (Voyager)
NorthamptonInnovative InterfacesMarch 2015Capita
SussexExLibrisFebruary 2015Capita
York St JohnCapitaFebruary 2015SirsiDynix
HertfordshirePTFS (Koha Open source)January 2015ExLibris (Voyager)
AberystwythExLibrisDecember 2014ExLibris (Voyager)Consortium -Wales
BangorExLibrisDecember 2014Innovative InterfacesConsortium -Wales
CardiffExLibrisDecember 2014ExLibris (Voyager)Consortium -Wales
Cardiff MetropolitanExLibrisDecember 2014CapitaConsortium -Wales
GyndwrExLibrisDecember 2014Innovative InterfacesConsortium -Wales
National Library Of WalesExLibrisDecember 2014VTLSConsortium -Wales
Royal Welsh College of Music & DramaExLibrisDecember 2014ExLibris (Voyager)Consortium -Wales
South WalesExLibrisDecember 2014CapitaConsortium -Wales
SwanseaExLibrisDecember 2014ExLibris (Voyager)Consortium -Wales
Trinity St DavidExLibrisDecember 2014CapitaConsortium -Wales
Edge HillCapitaOctober 2014Innovative
Open UniversityExLibrisAugust 2014ExLibris (Voyager)
Harper AdamsInnovativeMay 2014Capita
Natural History MuseumExLibrisApril 2014SirsiDynix
Trinity College DublinInnovativeMarch 2014Innovative (Millenium)Ireland -not UK but is a UK Legal deposit library
London School of Economics (LSE)ExLibrisJanuary 2014ExLibris (Voyager)

Invitations to tender

(in formal procurement process)

Goldsmiths, University of London

Library Management System (LMS)
From the notice 10 April 2018
“This requirement is only for the back office requirements which will be used by library staff. This requirement does not include the Discovery layer which is used by the library customers such as students and academics. Goldsmiths is already using the Primo Discovery layer.”
5 year contract

Liverpool Hope University

Date of notice: 18/10/2017
Value excluding VAT: £450,000.00 GBP
The contract shall be for an initial period of 5 years from implementation with an option to extend if both parties are in agreement for a further 2 years.
The University is seeking tenders for the supply, implementation and support of a Library Management System (LMS) and Discovery Tool solution.
“The system should; replace the functions provided by existing University systems; combine search results from multiple sources; allow access to all of the functions via a single menu screen and customisable dashboard; once logged on to the menu screen, there should be no further requirement to enter username or password; incorporate the management of and access to print and electronic resources and other forms of content as appropriate; provide an improved workflow via unified task management; provide timely and accurate management information; be agile in responding to changes in the academic library environment; interface with existing University systems and be compatible with mobile devices.We would expect delivery of the project to commence in January 2018 with implementation expected to occur in August 2018 following an agreed period of testing which would cover all of the required functions of the solution and the interfaces to the designated Liverpool Hope University systems

University Of Sunderland

From invitation to tender
February 2017
“The University of Sunderland seeks to extend current library management functionality with the delivery of a Library Management solution. Existing core library services are based around a Library Management System which includes Alto circulation services, Prism library catalogue and a number of customised and integrated modules and enhancements. Current services fully integrate with third party services include:- • EBSCO’s Discovery ERM product; • PTFS Europe’s Rebus:list product; • 3M self services; • Lorensberg’s Direct Mapping product; • CALM software • E Prints software. In tendering for a new system the library is aiming to maintain a high degree of current functionality, introduce new and innovative technologies, maximise efficiencies in work-flows, continue to work collaboratively within the wider library community including access to an integral bibliographic database, whilst ensuring rapid and seamless procurement of resources through a managed Electronic Data Interchange, enhancing the student’s learning experience with access to powerful single searching of library data and wider institutional resources, ensuring value for money.”

University of Nottingham

Upgraded from ExLibris Aleph to ExLibris Alma July 2028

Announcement notice 20 July 2018

The University intends to award a contract for up to three years for the upgrade and maintenance of its current library management system (LMS) to Ex Libris, a specialist in software for the library sector. This will upgrade from Ex Libris's Aleph, SFX, MetaLib and Verde products to their Alma product, thus reducing the need for multiple products. This system is owned, supplied and supported exclusively by Ex Libris. The current library management system, Aleph, is already integrated with Campus Solutions at UNNC and UNMC and a different system (with different technical architecture) would mean considerable additional development effort. Ex Libris are the only supplier who have an existing data centre in China and a proven support model for global campus operation. The implementation plan for the global solution shall commence in August 2018.

The existing version of the system is several years old, meaning that the upgrade process will be overly complex and beyond the capability of the institution. As Ex Libris is the developer of the software, it is envisaged that this upgrade will be executed with minimal risk of technical failure and data and process migration for internal staff will be significantly reduced in a global environment. As alternate system would present significant financial, technical, quality and reputational risks for the University that could not be mitigated against.

The Global reach is essential and the feasibility or ability to change is restricted by Suppliers who can promote the Global need and therefore when considering the relative benefit, the cost would outweigh the advantage that might accrue. Thus for reasons of timescale and staff capacity alongside core business activity, the only viable option is an upgrade through Ex Libris.

From the invitation to tender 21st December 2016
The University of Nottingham proposes to invest in a new scholarly information environment to improve the student and researcher library experience and to create more efficient resource management processes.It will deliver an improved return on the University's £5.5 annual investment in information resources and will contribute to the content and discovery element of an ambitious vision for Digital Learning.
This will:
- improve student satisfaction,
- Improve learning outcomes and academic success,
- better support researchers,
- facilitate a more agile and flexible response to academic needs,
- maximise return on current investment in library materials and staff resource.

The goals will be achieved by a new, more integrated, approach to the discovery and delivery of library curated materials which will better match resources to student and researcher needs. This will be a part of a wider modern integrated solution that will also bring efficiencies and significantly reduce the number of systems currently employed. This in turn will help to create better, more efficient staff workflows across the totality of print and electronic resources.
It will also deliver better analytics to enable the library to more closely align library resources with course and researcher demands. Furthermore it will integrate more fully with university systems such as the VLE and finance.
Such a solution will offer a stable, scalable, secure, supported and cost-effective learning environment across our 3 global campuses.

Reviewing the market

(information made public- other institutions are at varying stages of market review)

Decisions-contract awards

University of East Anglia

Selected OCLC Worldshre to replace Ex Libris Aleph January 2019. Lowest offer: 182 831.00 GBP / Highest offer: 583 539.00 GBP
The contract will be for an initial period of 5 years, it may be extended for a further 5 years.
Invitation to tender notice 26th September 2018
“The University of East Anglia requires a Library services platform (LSP) for the Library with integrated management of all functions specified (discovery, electronic resource management, acquisitions, metadata management, circulation, inventory, management information, user management, financial management) and full data flows ensuring data is only ever entered once in support of all functions.The platform will replace the current main suite of management and discovery software: the Aleph Library Management System, SFX Link Resolver and potentially the EBSCO Discovery Service.The Library management system and discovery web interface will need to be installed and commissioned during a period when fewer students are on campus. The Library Team has identified the summer break of 2019 (15th June to 22.9.2019) as the most suitable time. The system will need to be fully operational by 31.8.2019.

University of Worcester

(Joint procurement with Worcester County Council. Shared library 'The Hive', Selected Symphony from SirsiDynix December 2018 (replaced Capita),A Contract Award Notice by WORCESTERSHIRE COUNTY COUNCIL http://bidstats.uk/tenders/2018/W49/692387974

The University of Leeds

Selected ExLibris to replace Innovative Interfaces. September 2018 . Value 557K
Notice: 13 October 2017
“The University is seeking to adopt an LMS to exploit new technologies being offered; to maximise potential efficiencies in workflows and processes; to ensure rapid, seamless delivery and value for money; to enhance the student's library experience; and to free up resources to meet new University information needs. The University wishes to appoint a supplier who can work with the University to meet its need for an LMS that takes a unified approach by fully integrating the management of print, electronic and digital collections and associated services.”

Arts University Bournemouth

Selected Koha from PTFS Europe
Award notice 9th July 2018 Value £188,500.00 (GBP) Duration in months: 60

Invitation to tender
Date of notice 07 March 2018
Provision and implementation of a Library Management System
“Arts University Bournemouth is seeking to appoint a suitably qualified and experienced supplier for the provision and implementation of a Library Management System (LMS).
As part of this tender the University is also considering the replacement of its Resource Discovery System (this is deemed to be an option).
The University is willing to consider an LMS which is purely on premise, purely cloud hosted or a hybrid of the 2. In tendering this opportunity the University is looking for a solution: which enhances current capabilities in terms of library core functions and work flows; improves functionality for students, provides seamless integration with a variety of resources and systems and provides improved management reporting.
We anticipate the delivery of the project to commence in May 2018 with implementation expected to occur in January 2019 following an agreed period of testing which will cover all of the required functions of the solution and the interfaces to the designated AUB systems.
The contract shall be for an initial period of 5 years with an option to extend subject to performance and if both parties are in agreement for a further period of 2 years.”

University of Chester

Upgrade from Millennium to (cloud based) Sierra
Library Management System Upgrade & Migration to Cloud Computing
Date of notice 23/02/2018
“University of the Chester intends to upgrade its existing library system which is supplied and maintained by Innovative Interfaces Global. This contract has an estimated total cost of circa 340 000 GBP over 5 years.
Explanation:
The University wishes to upgrade its library management system from its current iteration and hosting platform (“Millennium”, hosted on premise) to the latest release (“Sierra”, hosted in Innovative’s private cloud facility). Innovative own the intellectual property rights of the software.
The existing version of the system is several years old and the upgrade process will be complicated by the need to jump several versions. As Innovative is the developer of the software, it is envisaged that this upgrade will be executed with minimal risk of technical failure.
The existing system is tightly integrated with University business processes, other University systems and existing library hardware. The University has determined that transitioning to an alternative system at this time with different technical and operational characteristics would significantly impact on resources and processes and cause major disruption to all users. The significant risks of doing so would be financial, technical (including information security) and reputational.
The University therefore intends to issue the contract to Innovative for the reasons stated above.”

University of Bristol

Moved from ExLibris to OCLC
OCLC Press Release: 20 February 2018
University of Bristol selects OCLC WorldShare Management Services. “Stuart Hunt, Deputy Director of Library Services, University of Bristol: Critically, WMS also provides us with a platform to the global library community, collaborating with other institutions at a scale that matches Bristol's international standing.”

Invitation to tender notice
18/09/2017
5 year contract for a Library Services Platform.
Estimated total value excluding VAT: 544 000.00 GBP
“The procurement documents are available for unrestricted and full direct access, free of charge, at https://tenders.bris.ac.uk/

University of Wolverhampton

Moved from Capita to ExLibris
Contract award notice:
Library service platform and discovery layer & resource list management system
From the invitation to tender notice
Library Service Platform and Discovery Layer and Resource List Management System.
This contract is in place for a minimum of 5 years and has an optional extension. The contract will be renewed at the end of the 5 or 7 year period.
Estimated total value excluding VAT: 926 000.00 GBP
“The Digital Library Project is essential to the development and delivery of a new library strategy. The new strategy will cover the range of library activity including new approaches to space, collection building, student engagement, staff skills and scholarly communications as well as systems which this this project will deliver directly. Student satisfaction with library services is below our comparators and this project will help address that by providing new ways to deliver content as well as improving efficiency.Implementation of new systems will not be the end of our work but will enable further development as we develop the capability of our systems. We are looking for a partner who can not only deliver a system but can work with us as we develop and implement our new strategy”.

**UCL (University College London)**

Upgraded from ExLibris Aleph to ExLibris Alma (no tender)
Announced on blog
New Library Management System – update. By Margaret Stone, on 29 January 2018
“The new application is expected to bring many benefits for Library Services staff such as:

  • Enhanced staff user experience
  • Streamlined cross system workflows and processes. This will improve efficiency and reduce the time currently spent managing information in multiple systems
  • Opportunities to enhance our services to students and other library users, through analytical tools and through interfaces with other services in UCL and beyond

The new system is expected to go live by the end of August 2018”.

Oxford Brookes University

Moved from Capita to OCLC
Award notice 18/12/2017
Total value of the contract £262,270.(GBP)

Original invitation to tender Notice August 2017
“The University is seeking a Library Services Platform (LSP) to replace the current Library Management System, Discovery Service and Link Resolver and to introduce Electronic Resource Management (ERM). Contract duration 5 years with an option to extend by 2 years.

**University of Law**

Move from ExLibris Voyager to ExLibris Alma and Primo
December 2017

**Southampton Solent University**

Upgrade from ExLibris Aleph to ExLibris Alma
Announcement
“The University wishes to transition its Library Management Solution (LMS) from the Ex Libris Aleph solution to an Ex Libris Alma SaaS platform. This product is tightly integrated with existing University business processes and systems. The University has determined that transitioning to an alternative LMS at this time with different technical and operational characteristics may significantly impact on resources and process changes and cause disproportionate disruption to its students and staff. The risks are financial, technical (including information security) and reputational. The University therefore intends to issue a contract to Ex Libris for the move to the Alma SaaS platform for the reasons stated above.”

**Robert Gordon University**

Moved from SirsiDynix + EDS to ExLibris Alma and Primo
December 2017
The contract was concluded as part of the Scottish Confederation of University and Research Libraries (SCURL) and Advanced Procurement for Universities and Colleges (APUC) framework
(ExLibris) Press Release
“Qualitative feedback from library users indicated that the time was right to fundamentally review the workflows in the library and to improve the student experience,” said RGU Library Director Margaret Buchan. “Our ability to effectively manage the life cycle of electronic resources is currently hampered by the lack of flexible library analytics and an electronic resource management function. In addition, IT and library staff time is often spent carrying out hosting tasks and backing up, maintaining, and upgrading the library system, servers, and client applications. The cloud-based SaaS solutions delivered by Ex Libris will free staff to focus on strengthening the library's impact on teaching and learning.”

**University of Birmingham**

Upgraded from ExLibris Aleph to ExLibris Alma (no tender)
Notice
“An upgrade and extension of the University's current Library Management system, Ex Libris, for up to 5 years including maintenance.8 Nov 2017”

**Richmond, The American International University**

Selected PTFS-Europe to support (open source) Koha library management System
Press Release
April 2017

**Loughborough University Library**

Selected PTFS-Europe to support (open source) Koha Library management System and CORAL Electronic Resource Management (ERM) system
PTFS press release London, 7th April, 2017
“Loughborough University has chosen the open source Koha library management system and CORAL electronic resource management system to replace its existing Aleph library management solution. PTFS Europe will implement Koha and CORAL and provide on-going hosting and support services. The project also involves further enhancing the integration between Koha and CORAL in a move towards a cost effective unified platform for the management of all library resources.”

From the formal Invitation to Tender (ITT) November 2016
Loughborough University Library is seeking to adopt a new Library Management System which will support a mixed print and electronic information economy, effectively manage its electronic resources including metadata and licenses and ensure quality of service provision to its patrons.
The Library is seeking to ideally adopt a Library Management System that is offered by the vendor as ‘software as a service’. In doing so the key aim is to create more efficient processes and workflows, and by making these efficiencies ensure services are delivered in a seamless, timely and effective manner.

**Universities of Greenwich, Kent and Canterbury Christ Church**

Selected SirsiDynix BlueCloud & EBSCO Discovery Services (EDS) to replace their
Kent: ExLibris Voyager system,
Christchurch: ExLibris Aleph system,
Greenwich; Capita Alto
Press Release 21st December 2016
“SirsiDynix is pleased to announce the selection of the BLUEcloud Campus Library Services Platform by three UK universities in partnership. Canterbury Christ Church University, the University of Greenwich and the University of Kent will share a Unified Library Management System (ULMS)”
“The Universities will migrate away from Aleph, Alto and Voyager over the next year, going live on SirsiDynix Symphony in the summer of 2017. The Universities have also selected the SirsiDynix Enterprise resource discovery and self-service system with integrated EBSCO Discovery Service”

Contract award notice (January 2017)
Value of contract: GBP £ 487,447

From the formal Invitation to Tender (ITT) April 2016
“This invitation to tender has been developed to detail the needs of three universities working in unique partnership for their new Unified Library Management System. The University of Greenwich, The University of Kent, Canterbury Christ Church University work collaboratively through the Universities at Medway partnership, and now seek to share the procurement, implementation and shared use of a new library system.
The three partners have already worked together for over 10 years to deliver a hugely successful shared library service to their students at their Medway campus, and wish to develop this relationship further to unify more services and create a flexible framework for further integration.
The partners serve over 50,000 students and invest over 10 million pounds each year into delivering and developing their library services, delivered across their network of eight libraries.

University of Gloucester

Selected OCLC Worldshare Management Service (WMS) to replace their ExLibris Aleph system,
Press Release
SHEFFIELD, UK, 7 November 2016—The University of Gloucestershire has selected WorldShare Management Services (WMS) as its new library management system.


procurements.1563557191.txt.gz · Last modified: 2019/07/19 13:26 by 81.156.231.110