Equinox now offers "Sequioa" hosting for Evergreen, Koha and FulfILLment see http:

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1 Vendor Ex Libris Open Source ProQuest Open Source or PTFS Open Source - Kuali VTLS- Purchased by III OCLC SirsiDynix III! June 2014 Vendor Type Commercial Open Source Commercial Open Source Open Source Commercial Commercial Nonprofit Commercial membership org Investigators Larson, Thorson Inactive Richter, Tuckwood Rux, Gustafson- Elfstrand, Richter Pesik, Quimby Madisen, Marsnik, Horton Sundell Jarnstrom Notes Large Research Libraries continue to adopt ALMA. Texas Tech - Aug 2014; Colorado School of Mines - June 2014; Univ Tennessee - Feb 2014; ALMA community surpassed PALS attended Evergreen Conf in April '13 Equinox now offers "Sequioa" hosting for Evergreen, Koha and FulfILLment see http: //esilibrary.com/whatwe-do/sequoia/ and Assessment, first Intota function, released Nov First official release on June 25, 2014, which includes acquisitions for e- resources, demanddriven acquisitons and Equinox now offers "Sequioa" hosting for Evergreen, Koha and FulfILLment see http: //esilibrary.com/whatwe-do/sequoia/ Kuali to create a commercial entity for Professional Community Software ala Red Hat, see https: //blog.kuali.org/ PALS Staff to attend Juali Days this November to hear OverDrive Content API now integrated with III Sierra; also integrated with Encore BLUEcloud Campus apps currently include Enterprise, Portfolio, eresource Central, BookMyne, MobileCirc, and Universal Admin. More apps, such as BLUEcloud 150 institutions in April the AIM service a way e-resource about the early Cataloging, Analytics, 2013; NDSU went "live" June 2013; U of M went "live" Jan 2014; to receive expedited access to bug fixes and feature releases see com/aim-higher/ management. adoptors BLUEcloud MARC, and BLUEcloud PAC, will be released soon.- Calls itself an "LSP"- Library Services Platform Vendor Stability Good Good There are 2 versions of Koha. One is supported by the Open Source cummunity. The second is supported by Liblime. I am not sure of how well the two are working together. Cost information One-time $2.2 Mil + $674 K / yr. Includes Primo and Primo Central; 5-year Life cycle cost $6,323Mil Costs avoided HW, Staff at PALS, Kuali OLE Announces Partnership with HTC Global Services http: //www. librarytechnology. org/ltg-displaytext.pl? RC=19624 Lehigh University Live. Kuali OLE with VuFind live at U of Chicago. 08/ Bruce and Richter attended Kuali Days in November, '13 For details see https: // org/category/tags/kuali Kuali OLE is the result of collaboration of higher education research libraries including Indiana U., Duke U., Lehigh U., North Carolina State U., U. of Chicago, U. of Florida, U. of Maryland, U. of Michigan, U. of Pennsylvania and Villanova U.. Kuali OLE has also received generous support from The Andrew W. Mellon Foundation. $750,000 from Andrew W. Mellon Foundation 13/01/28 Staff, Hardware Staff, Hardware Staff, Hardware, Buy-in is $80,000 Vendor fees HW, Staff at PALS, on, 03/03/ :46 Blacksburg, VA VTLS Inc. The new Open Skies library services platform is now available for delivery to beta testers. Open Skies is the new platform being offered by VTLS to integrate all library services including ILS, digital management systems, events and exhibits, open access software, e-books and licensed databases. 1/29/2014 Still no evidence of advancement. EMR Though development was largely complete at the time of its acquisition, no sales of Open Skies had been announced. Vendor has been in Stable: in business business for more than since the 1980s 30 years. Carl Grant says, "VTLS is one of the older firms in the library automation business and is one of the very few to remain under the original leadership/management." Unknown good One time Implementation $1.7 mil, 1.5mil annual subscription 5-year Life cycle cost $9.736 Mil, Includes WS Discovery Vendor fees Vendor Fees HW, Staff at PALS, Stable: One of the largest ILS companies. BLUEcloud Suite sits on top of a Harmony or Symphony implementation. Would have to pay for a new basic LMS, plus BLUECloud. Hosting, Staff costs

2 Community Includes U of Mn and Selected by WISPALS Globe College, NDSU, UW system (Wisconsin) consortium (11 colleges) PALNI Current Version Development Timeline Release 2.6 Mar 14, Planning to replace staff client with Web based staff interface over the next months CLIC in the process of implementing Intota - starting with Summon, Assessment, and Management; Scanning through recent news, , it appears that there hav been few academic libraries implementing Liblime The University of Chicago and Lehigh University in Bethlehem, Pennsylvania are now live on OLE. Both use Koha -- one community VuFind for discovery com/about/news/2014/clic-selects-proquest-intota-library-services-platform-as-its-next-shared-system.html, college among public and Oracle the CLIC is the first libraries, federal academic library agencies, and consortium to corporations. subscribe to Intota 2.5 Intota Assessment, Acquisitions for e- resources, and Management for e- resources have been released and 9 early adopters have been announced. Phase 1: 2013 Phase 2: 2014 Phase 3:? As of Sept.14, there appears to be a Liblime Academic Version 5.8. Both 4.16 and 4.18 are available for download from Liblime. Non- Liblime Koha is at version 3.16 database (MySQL is also an option). Following them, six libraries plan to go live in 2015 and There are currently two consortia involved with the OLE project, the Florida partnership and the University of Maryland. "Amazing community" 1.0 "Early Adopter release" Q4 13 Development appears 1.5 3Q to be ongoing with incremental improvements released periodically Complete baseline ILS 2.0 1Q will include ERM and GoKB integration A staged implementation beginning in 2013 will allow to implement certain portions of Open Skies modules with the current implantation of Virtua (existing library management system) or VITAL (existing digital libraries and repositories management system) but a detailed timeline was not located on their website. Support Vendor Self or Various Orgs Vendor Self or Various Orgs Self Vendor 24/7 live helpdesk, workflow consulting, implementation assistance Enhancements SaaS Only Either es Either Doubtful, no service providers so far; Vivantech may do hosting In the "second phase" Over 100 libraries have implemented. Integrating Worldcat and FirstSearch in Worldcat Discovery Integrates with Blackboard, but not D2L, Carnegie Mellon uses SirsiDynix Enterprise for discovery? Main product: announced- Fall 2013 Campus product announced 6/2014; additional modules will be released throughout 2014 and 2015 Vendor: by chat, , phone, tutorials Vendor Supported by a healthy set of 10+ ListServs to voice questions and share insights, our customer base finds like-minded mentors in any development problem they may face. Only Either Only Only, if not current Horizon or Symphony Multi-Tenant? es es No No es No es No? Local Hosting Option No (SaaS only) es No es es No es No (SaaS) es, if current Horizon or Symphony Consortium-Ready es- Orbis Cascade Alliance thinks so es No Questionable Claims: "Supports federation across projects, partners, consortia, and institutions"? es. According to press releases, consortia have selected Sierra PALNI, Indiana with 23 institutions, first academic group 1/2014 es

3 Scalable for es es? The Liblime release is?? es? es? es Consortium used by WALDO and the Colorado Library Consortium. Good for Large Libraries es??? es? Unknown (what is "good"?) Good for Small? es? es?; Kuali is used by some? small schools Unknown Libraries Shared Bibs vs Both Both Both??? Shared Individual Bibs Local Information Displays Local Information - Searchable es es es? es to local, No for general WC es es es? es to local, No for general WC Selection (selection lists in acquisitions) in development (phase 2) - planned to be streamlined and automated Acquisitions es - streamlined and automated; print and electronic acquisitions planned, demanddriven acquisitons and management of electronic resources now available Collection Development Called Assesment, it is now in production: library collection analytics service that provides book and serials analysis and usage reports, collection development tools. Integrates with Resources for College Libraries to show what you do not have in your collection.?, called Select and Acquire, includes EDI Anticipated 2015 Separate product (Decision Center) Overlap analysis es Serials Check In No in 1.0 Cataloging phase 3, called Describe Integrated PDA (Buy and donate) features Authority Control (needs refinement) phase 3, "Support for authority control functionality by eliminating the need to load a local authority file and instead using a URI to link out to external services (post 1.5)"; plan to use linked data Circulation phase 3, called Deliver, NCIP & SIP in has MobileCirc app. Booking N?? Course Reserves N N? Anticipated 2015 ILL N N Could use FulfILLment? Integrated ERM with licensing terms Not yet, but may develop interface to Illiad. N es, full ERM integrated with GoKB in version 2.0 APIs in development (phase 2)? Separate Innovative product, integrates with Sierra Separate/optional component es yes

4 OPAC N or use Primo in development, Doc Store uses SOLR; MARC, Dubin Core, EAD etc es Web Scale Discovery N N Seamlessly integrates with Summon - separate product Linked Data es Planned Data Privacy / Security API integration for WSD in 1.0 es Integrating WCLocal and Firstsearch to create Worldshare Discovery Data Ownership? Record Use Policies Open? Reports in development - enhanced reporting planned Staff Permissions and Security Workflows es - User management customizable New, streamlined, unified, intelligent workflows Customization Limited es Extensive User management customizable (called Enterprise)? claims very secure "Hired industry's first full-time library security expert" --Crystal reports, can customize; however, more indepth reports have to be loaded to the Data Center and run from there -(NOTE: I thought I heard on the OCLC demo today (4/16/14) that some reporting functionality was included but a full reports manager was an optional component (DN) es New, streamlined, es unified, intelligent workflows; action list, approvals, and notifications; contentbased xml docs es Limited Sierra is supposed to be a departure from III's traditionally very closed system, but ability to customize still seems limited. Nicely laid out, unified Limited Analytics not available for Campus product yet. Anticipated by year end Claims customization across consortium libraries. "Mix and match" Client-based? es No,browser-based No,browser-based es No,browser-based No, browser-based

5 Subsystem Functionality at risk of being lost Explanation/Comments If the new system does not provide integrated ILL, may need to run a separate ILL system; would need to consider how the ILS would communicate with the ILL system; ILL Integrated ILL would need to purchase two applications ALL Hardware and software hosted by PALS Most if not all vended solutions would be hosted in the cloud by the vendor. ALL Software supported by PALS Some vendors offering to provide all training and support directly to the libraries.