Standards – the best kept secret in the library world?

I was never very interested in standards myself. The very word suggested conformity, compliance, uniformity – all characteristics that I instinctively shy away from. So it took me some time to adjust to the idea that standards are a good thing, but not quite as long as it appears to be taking some of my colleagues in the library world.

A bit harsh? Let me explain…

Some years ago now I spent four years of my life working with suppliers to persuade them that it would eventually be worth their while to agree on common standards for RFID use rather than each deciding what was easiest for them. The work was carried out under the aegis of Book Industry Communication (BIC) a charity supported by publishers, booksellers and, yes, libraries. Originally founded many years ago to improve supply chain communications but nowadays very active in developing and promoting standards across a much wider area of the technology landscape.

In the library world BIC works with and is supported by the British Library, CILIP, a growing number of library authorities, and individual librarians as well as almost 100% of the companies supplying technological solutions to libraries in the UK and beyond.

Now I realise that 50% of my readers will stop at this point. Been there, done that they will say. Heard all about BIC, RFID, NFC, and the Library Communication Framework (LCF) from you many times before Mick.

Nothing more boring than RFID. And in some ways, they may be right. Well at least partially – about the boring bit. But there are good reasons why I have continued to promote standards and put up with the charges levelled at me on the lists – that I was trying to stifle innovation, or as one of my American critics believed was probably a communist sympathiser set on destroying the capitalist system. (I quite enjoyed that one to be honest).

Let me tell you about three of those reasons that still seem to be relevant now.

First is a difficulty that many libraries have faced over the years: that of changing RFID suppliers. With no national agency to advise them and a dearth of relevant skills amongst librarians it was the suppliers who were left to decide how best to deploy this new technology in the UK. This resulted in a proliferation of solutions with all sorts of data being stored in all sorts of ways. Even the occasional request from a librarian asking for some local information to be stored – which might be anything  from a title to a use counter – was often acceded to without question – without anyone having the slightest notion about how this information might subsequently be kept up to date.

With no agreement on which elements should be stored on an RFID tag (or how it should be stored) there were always going to be problems reading (and sometimes even having to decode) data when new hardware was installed. When the second wave of self-service machines hit the market and librarians wanted to switch suppliers it quickly became apparent that there were (sometimes insuperable) problems to overcome. Sometimes hardware that had become obsolete overnight when a new RFID supplier was selected was even hidden away in cellars and cupboards.

That seemed to me rather wasteful – a common data standard would solve that problem.

Second was the growing interest in developing consortia. It was even being suggested that resources might eventually be shared nationally in much the same way as I had seen in Denmark years earlier. With a national library service infrastructure already in place (and how we’ve struggled to emulate that!) and underpinning it with a common data model the Danes effectively invented the international RFID data standard (ISO 28560) years before it was published. To follow their example seemed to me to be a ‘no brainer’.

Ten years on the Danes have a national public library service to be proud of whilst ours is essentially still in the research stage. Many solutions to this rather gloomy state of affairs are being considered – a single LMS being one of the most popular. The Danes by the way managed to build a national lending service without taking that step, and whilst we’re on the subject of Denmark I’ve not seen much evidence of stagnation, a lack of innovation or the overthrow of capitalism in Denmark either. So maybe standards worked well for them.

Third was the possibility that we might one day use different ways to interact with our collections. The ‘Internet of Things’ was being widely touted as being built at least partially on RFID foundations so the idea of libraries being ready for whatever might emerge by adopting national standards seemed like a good idea to me.

Three problems with the same solution – the adoption of standards – and not a standard dreamed up in some anonymous laboratory but one designed and built by librarians for librarians.

So imagine my disappointment earlier this week when I received in quick succession two emails from Ireland both asking me whether there was really any need for RFID standards (some Irish libraries use ISO 28560 and I had recommended they use it with their single LMS solution); followed the next day by one from a UK university telling me that they might have some difficulty taking advantage of a new ‘app’ on offer from D-Tech because their stock was not encoded with the UK data model.

The Irish want to find a better way to route their Inter Library loans, the university wants to use Smartphones to interact with their collections. Now I’m quite sure that their suppliers will find a way to work around the problem for these three libraries – and maybe the next three – but soon we could have almost as many different solutions to the same problem out there as there are libraries.

Complicated. Expensive.

So why didn’t libraries engage with the standards? Maybe BIC let down its guard too soon? When I ended the series of RFID conferences I ran for several years for CILIP it was because I thought there was little left to say on the subject. I thought we must surely have reached every librarian in the country that wanted to invest in RFID.

Indeed, emboldened by our success in getting all the UK RFID suppliers to support our data model we switched our attention to tackling the more complex issue of building a new standard for interoperability to manage communication between all third party and LMS software solutions. (This is the Library Communication Framework.) We may have underestimated the ability of librarians to ignore free information.

On the other hand, we haven’t been so complacent about LCF. Launched in 2015 BIC has worked tirelessly ever since both to communicate its value to librarians and expand its potential. We’ve run advertising, given breakfast seminars, written articles and blogged on both sides of the Atlantic and even managed to get a slot at a CILIP conference (in Wales) but we still haven’t managed to communicate its value to most of the librarian member organisations – and through them to librarians themselves.

Suppliers have been much quicker to grasp its advantages. There seems to be more belief in the value of enabling systems to communicate among those that sell solutions than those who invest public funds in buying them. It’s not altruism, it’s business sense. No supplier wants to find themselves trapped in a technological cul-de-sac or constantly having to find new solutions to the same problem.

So how best to tackle the apparent disconnect between the work BIC is doing on behalf and with the assistance of, librarians and the actual deployment of the standards we have worked/are still working so hard to build? That was the question on my mind when I tweeted, with some exasperation last Thursday.

Happily my cri de coeur seems to have struck a chord with some – at least it has in Scotland where I am so happy I now live. At their invitation I’ll be writing emails to three organisations north of the border later today to ask if I can come and spread the word about both BIC and the standards I’ve mentioned above. I’m still hoping that one or two from further south may even follow suit before too long.

But in the meantime if you want to benefit from the new solutions currently hitting the market – like CollectionHQ’s Gizmo, DTech’s ‘AppIT’ or any of the other applications busily being planned to exploit the happy accident that is a Smartphones’ ability to use NFC to read (and write) to library RFID tags, it really is time for you to ‘get with the programme’.

For instance, if we are ever going to build a national infrastructure for sharing physical resources those resources will require unique IDs – and we don’t want to repeat the mistake we made when we realised that our borrower IDs weren’t unique – do we? (The way we fudged a solution to that problem that may still come back and bite us in the Smartphone age by the way.) But NFC can bring us many more benefits than that.

Ask anyone at BIC.

“The wonderful thing about standards is there’s so many of them…”

The quote is from Dave Pattern who was jokingly responding to a tweet of mine on the subject of using RFID for security only. I suspect Dave’s view – in common with many others in the library world – might be that standards are really rather boring and, since they are optional, not worth worrying about too much.

Today I learned of a former client of mine that I had helped buy an RFID solution for their city a little while ago. At the time we insisted on adherence to standards and mandated ISO 28560-2 – the data standard for library use of RFID.

One of the fields used in ISO 28560 is something called the ISIL (International Standard Identifier for Libraries). Basically it’s an identifier that shows which library actually owns the item that’s been tagged. In the UK this number is supplied by the British Library’s ISIL agency other countries have similar agencies and many use their OCLC ID (also valid under the terms of ISO 28560).

Many libraries may never have occasion to use this information but since it costs nothing to add it (the space is reserved for it anyway) I am at something of a loss to understand why everyone isn’t doing this.

Particularly if they seek to emulate the national lending system that operates in Denmark for example. There, items may be freely borrowed and returned from any location in the country  – all managed by the ISIL.

Who knows? One day UK libraries might need this information too – especially if we are ever going to create something that truly resembles a national service. But some countries are already making their plans – and one has just discovered, like my client, that despite having demanded adherence to ISO 28560-2 their tags don’t carry this data.

The reason why is a bit complicated – the library in question isn’t in the UK and so didn’t use the UK data model – which mandates the ISIL code. But it raises concerns that other libraries may THINK they are complying with standards – but aren’t.

It will not be helpful to discover that you can’t easily identify your own stock if local government decides to share resources across authorities – or if national government wants to implement a national library service worthy of the name. So it may be worth checking your tags now…

And yes Dave. There are a lot of standards. But only one for RFID data. 🙂

Will Bibliotheca’s merger with Intellident hasten the adoption of data standards?

Yesterday I reported the latest merger in what has been a fairly volatile library market of late. The common factor would appear to be Bibliotheca’s relentless progress toward becoming the major player in the global RFID market. In the UK last year they dissolved their existing supplier arrangement with D Tech prior to setting up shop at Axiell’s premises in Nottingham. » Read more

Standards compliance – do we want it?

At the present moment there is no UK statutory body authorised to test technical compliance with ISO Library Data Model standard (ISO 28560). There is, as Paul Chartier has mentioned previously, software in existence which can verify that tags are being correctly encoded but so far as I am aware none of the RFID Alliance are using it. There is no reason why they should of course – it costs money – but one would hope that no-one would risk installing a fairly complex model (with over 1 billion possible combinations I’m told by Alan Butters) without testing.

» Read more

UK data standards – the 5 minute guide

For different reasons I have been looking at specifications for RFID systems from three different library services this week. They are from academic as well as public libraries, and from several years ago as well as the present day, and they all have one thing in common. Their authors are still unclear about the precise nature of ISO 28560. So here’s an attempt to clear that confusion.

RFID is brimming with standards and the library market is no exception. Suppliers are fond of quoting standards as evidence of their compliance – and of course it is – but since all the UK’s major suppliers adhere to the same standards the numbers aren’t much help in understanding what matters to the library. The one area that arguably matters most has been overlooked for years in a kind of voluntary conspiracy between the libraries and their providers.

A key question that some libraries asked when they first purchased RFID was “Will I be able to read your tags with someone else’s hardware?”

So many libraries made this a mandatory requirement that suppliers found a variety of ways of saying “yes”.  The answer “it’s impossible to know” would have been more accurate, but it would also have meant that the bid failed and that both parties walked away empty handed.

There was, and is, a huge  momentum behind RFID so not buying is not an option and UK libraries took comfort from the obvious fact that many libraries were already doing this overseas, without really understanding why the way they were doing it was different in one crucial aspect.

One way to say “yes” is to focus on all the standards mentioned above. Adherence to all the “air interface” and encoding standards will enable you to read the tag but what you read will make no sense unless you have the means to decode it.

Most often the means to decode it will be the data model that was used to create it in the first place. The data model tells the system where on the tag to look for data, and what that data is. A common data model is the almost certainly the best guarantee of being able to answer “yes” to that key question – and Scandinavian countries, the Dutch and the French understood this – but in the UK, US, Australia and New Zealand and many other countries we decided to do without one. Early adopters are now discovering the consequences of that decision…

Last year the market as a whole set about putting that right. BIC, CILIP and the RFID Alliance all agreed that we had to adopt a common standard and chose to use ISO 28560 – the global data model for libraries. This is not yet published – so RFPs should be saying “Will you support it?” rather than “Do you support it?” – and when it is published it will support vastly more information than anyone is ever likely to need.

So we sat down again – the RFID suppliers, the LMS providers, some library suppliers, libraries, and me – and went through 28560 to pick out the useful bits. This is the “UK data model” and this is the really important bit to put in the RFP.

So in summary:

ISO28560 is a data standard

ISO 28560-2 is the chosen version upon which the UK will build future RFID solutions

The UK Data Model is the subset of ISO 28560-2 that suppliers have pledged to support.

Of course – if you’re still not sure – you can always ask me.

Standards not laws

I subscribe to a list on LinkedIn where RFID suppliers gather to exchange information and ideas about how the technology can be of benefit.

When I say “be of benefit” I am of course talking about the supplier rather than the client – or so I have discovered this morning.

A company has spotted an opportunity to sell a Vietnamese university an RFID solution. They have already decided that it should be UHF rather than HF because “We are looking to implement a UHF solution for library application so that we can… integrate that solution into our global solution platform.”

Suppliers of UHF solutions are now scrambling to supply their tags and readers in support of this opportunity. One voice suggested that there might be a need to consider the needs of the library and take account of libraries’ tendency to be risk-averse and support standards. The writer has actually worked with libraries and suggests that UHF is not the way to go.

There are over 30 responses to this point now – and still growing. Not one of the companies has mentioned data. All of the discussion is about air interface and communications standards. Even here it seems that the UHF world is in some disarray with this quote in particular catching my eye:

“ISO 15693 / 18000-3 / 18000-6c are standards, not laws.

There are no sweeping rules for which one is the better; recognising that libraries are different and have different aims. What is a good solution for one library is not necessarily good for another library. There are pros and cons with both ISO 15693 and ISO 18000-6c which should be weighted in relation to the those parameters. “

Translation:

“My company doesn’t support these standards and I don’t care what the library’s needs might be.”

Don’t worry about what these standards are too much if you’re in Europe, North America or most of Australia/New Zealand – but if you’re in Asia you may have some cause for concern.

It’s by no means an uncommon response. The list is awash with views about standards that even I had to look up. Only Paul Chartier, of my colleagues, might be able to tell me what they all are. It’s an RFID-geek’s paradise. But only one respondent is aware that most of the world’s libraries have already invested in systems that need to work with the solutions they are selling – and that ignoring that fact will ultimately result in wasted investment and great unhappiness.

The London conference heard from the company that manufactures the majority of the world’s chips (the tiny pieces of intelligence inside every RFID tag) for the library market that UHF was NOT the right solution. They manufacture chips for all RFID uses so have no vested interest in saying this.

I’m not trying to persuade the Asian market to think again. In fact, if they’re not trying to  integrate with an existing ILS/LMS, they can do pretty much what they like.

Even outside of Asia we are beginning to see the first stirrings of RFID companies looking to extend their reach into LMS/ILS territory but at least these companies have some idea of how their market works. The Asian situation is like asking a manufacturer of yellow paint what colour you should paint your house.

So be careful when you read about these wonderful solutions being deployed in Asia. The company promoting them may be unaware, or worse uncaring, of the needs of their clients.

Do we need a UK Library User’s Guide to RFID?

As regular readers will know I have been working closely with an organisation called Book Industry Communication (BIC) – a charity supported by both the book trade and the library community – for many years. BIC’s mission is, as the name suggests, to improve communication across all sectors of the book trade (including electronic) and has been instrumental in establishing many of the standards now used in libraries.

This post has been inspired in part by an email from Kathy Settle. In a three-way discussion about BIC’s recent report on RFID privacy she commented that the sample poster template included at the foot of the web page (for use in libraries to help inform users about the potential risks associated with RFID tags) , “If it was my mum reading it, I’d think she would be very confused – and worse, very worried – about what this all means”.

She has a point. The public aren’t included in the long list of people for whom the guidance is intended – but it does suggest ways in which libraries should inform their users that RFID is being used by the staff.

By pure coincidence I received an email this morning from a library user who is writing his own application to interact directly with library stock. I can’t tell you what he wants to do with it in case he plans to sell it to other members of the public, but I can at least assure you that it is an entirely innocent idea that has some merit.

This may sound surprisingly ambitious – after all librarians have been rather slow to recognise the potential that now sits on their shelves – but such initiatives are likely to become increasingly more frequent as the public recognise that most of the stock on the shelves of our libraries are wide open to exploitation by anyone with a smartphone app.

Why a ‘UK’ guide? Well almost 100% of UK libraries now use essentially the same technology and standards whether they know it or not, so this guide will work for almost 100% of UK library users. There’s no mention of data models, frequencies, encryption, or any of the myriad other variables that make RFID sound more complicated than it is – and which have led to other countries choosing different paths to RFID deployment.

This guide is different from everything else I have written about RFID over the past 10 years or so. It is much shorter, and is for the individual who wants to write their own app as well as the ordinary citizen who just wants to borrow a book.

And of course it’s for Kathy’s mum.

A UK Library User’s Guide to RFID

What’s RFID?

RFID stands for Radio Frequency Identification. Your library uses it to keep track of its books etc. It’s a very simple idea with a huge range of applications so you probably already have some form of it in your possession already. If you have a bus pass, travelcard (like Oyster), a bank card that you can just wave at a terminal or a library book the chances are that it has RFID on board.

There are lots of different kinds of RFID but they all have two things in common – they use a ‘chip’ to store information and an aerial (attached to the chip) to send and receive information. The ones in your library books are about the size of a credit card and are called ‘tags’.

Why is my library using RFID?

Well according to the findings of surveys that I used to carry out annually almost 100% of them are using it to allow you to borrow items from the library without the need to trouble a member of staff. Libraries call this “self-service circulation” and it’s a bit like using the self-service device to buy goods in a supermarket except that you don’t have to pay and you use a radio scanner to read a library RFID tag instead of an optical scanner to read a supermarket barcode.

Like supermarkets libraries still do use barcodes to manage their stock sometimes although the information in the barcode is also present on the tag – plus a whole lot more. The main reason libraries switched from barcodes to tags was to improve security. Before RFID libraries tried a variety of ways to protect themselves from theft – the most popular was something called ‘tattle-tape’ – a magnetic strip hidden in a stock item that could be magnetised and de-magnetised. Security gates at library exits used magnetic waves to detect any item being removed illegally. The system worked well but required expensive and bulky electromagnets to arm and disarm the strips. RFID simply writes a code to each tag to specify whether it can be borrowed or not.

RFID security devices often resemble the earlier electromagnetic ones but work in a completely different way so you cannot ‘mix and match’ the two technologies.

Is RFID harmful?

The technology has been in use for more than half a century without any reports of any impact on health and the voltages used to run RFID systems are very much lower than those used by electromagnetic devices.

Why does my library want me to know if they are using RFID?

The European Union issued a mandate some years ago that recommends that libraries (and other establishments) notify their users if RFID technology is in use in a location to enable them to assess any personal risk to their privacy.

Are there risks to my privacy?

Because data is being broadcast over the airwaves there is the possibility that a third party could intercept messages exchanged between your books and the library’s self-service devices.

However most libraries do not record any data that can be traced to an individual on their RFID tags. Anyone seeking to discover what someone is reading would also have to gain access to the library’s database in order to decode what would otherwise be just a stream of numbers flying through the ether. It is nonetheless a level of risk that the EU feels deserves advertisement by the library.
Your membership card by the way is still most likely to be using the ‘old’ technology barcodes which cannot be read by radio.

Is RFID used for anything else?

Some librarians have been very creative in finding ways to exploit RFID technology and use it for much more than issuing and returning stock. There are examples all over the internet and elsewhere in this blog. None of them offer any additional threat to library users over and above that mentioned above.

…….

So that’s my attempt at a user’s guide to RFID. I am aware that it will not apply to everyone but I think it works quite well for the majority of UK libraries. My thanks to Kathy’s mum for taking the time to read it and offer some helpful suggestions – likewise to Kathy for finding the time to do likewise.

A final word for librarians

If there are any additional concerns about public interaction with the library they should be troubling librarians rather than the public. The reason for my saying this concerns recent advances in a technology called NFC (short for Near Field Communication) that have resulted in many smartphones being able to read and write to library tags. As I indicated at the start of this post some members of the public are already using this capability to develop their own apps to interact with library stock. For the moment this appears to be for purely benign reasons.

But that could change of course.

British Library to scope Single Digital Presence for U.K. Public Libraries

“The British Library is to lead an 18-month scoping project to establish the demand for and possible shape of a ‘single digital presence’ for UK public libraries. 

Funded by Arts Council England and the Carnegie UK Trust, the project will investigate user expectations and demand for what a national online platform for public libraries might deliver, and will explore the network of stakeholder groups and organisations best placed to make it a reality.” (Full text here)

For reasons I still cannot quite fathom the theme from Star Wars began playing in my head as I read this announcement last week. Perhaps inspired by a new hope or possibly the realisation that a force was awakening – either way it took me somewhat by surprise, especially as the announcement went on to mention that,

“The scoping project will build on the work of the Single Digital Libraries Presence Steering Group…”

Wait a minute – wasn’t that the name of the group of which I was a member? I checked my notes and found this snippet from the minutes of its last meeting in April 2016.

“The issue of achieving wider engagement with suppliers was discussed. Mick Fortune offered to organise preliminary discussions using his BIC network (as all but one of the major suppliers were already members of BIC) with a view to identifying a single representative to attend future steering group meetings.”

Clearly Carnegie and the British Library had been very busy since then – but it soon became clear from social media and my mailbox that some people remembered my involvement with the Steering Group and were wondering what had happened to that idea of meeting with suppliers – and why had I thought it might be useful in the first place?

So here’s the story – so far…

 

Following the meeting in April BIC (Book Industry Communication to give it its full name) agreed to take up my suggestion that we start talking to the SDLPSG but to meet first with Kathy Settle (CEO of the Libraries Taskforce). I was personally very eager for this meeting to take place as I thought there was more potential for progress than both sides probably believed at the time. (I’ll explain my reasons for thinking this later.)

That meeting was facilitated by Kathy and her team and took place in Whitehall at the end of June 2016 with both parties agreeing that it was a very positive encounter. BIC members were keen to tell Kathy about the efforts they were making to improve system interoperability through initiatives like the Library Communication Framework (LCF), products and services that were already available to libraries that might be deployed to improve the user experience and the frustrations of a procurement process that still depended heavily on ticking off the required elements in a completely outdated UK Core Specification and consequently missed any opportunity to talk about developing the service. (I think both parties were slightly surprised to discover how much their thinking overlapped.)

Since then we have held several more meetings and the group has now expanded to include the Society of Chief Librarians (SCL), industry experts and many other interested parties including – at our most recent meeting in Rugby in July – the British Library’s PLR agency. The philosophy of the group has been very much to try and get anyone with a contribution to make around the table.

I was pleased to receive an email on behalf of the group late last week informing me that the British Library plans to talk to us once the project is underway.

 

That’s the ‘what’, now here’s the ‘why’.

My belief that dialogue with existing suppliers of library systems infrastructure – be that LMS, RFID, mobile apps, or any of the many specific applications that interact with one another in the library systems arena – is likely to be of benefit to the process of building a Single Digital Presence (SDP) is based primarily on my experiences over recent years with projects involving both Scottish and Irish public libraries. Granted almost 30 years as a supplier also plays its part but for the past 10+ years I have been working both through BIC and as a campaigner to try and preserve and even dare to try and develop the public library service.

My experiences in Scotland and Ireland tended to reinforce the discoveries uncovered by BiblioCommons, the SDLPSG and the round table discussion that was the immediate genesis of the new BL project.

The first problem in almost every discussion I have about SDP is – what exactly is it? Attempts at a definition tend to reflect the interest of the definer. Providers of websites offering access to online union catalogues may see it as another website providing access to library holdings whether physical or digital. A digital content provider – like e-books or online reference tools – will most likely see it as providing easier access to their content via any means possible, an LMS provider (and those familiar with managing them) may see it as being a single LMS to run a nation’s libraries.

The consumer (remember them?) probably doesn’t care so much about what form content takes they just want it to be easy to find and use. And I suspect that’s essentially what the SCL wanted when it asked BiblioCommons to carry out their consultancy on building their SDP. The trouble was that BiblioCommons was at the time a commercial organisation that made its money primarily by developing highly customised interfaces to other people’s systems running in a single library service.  So unsurprisingly they defined SDP as being an overlay (probably theirs) to run across the full range of online resources that might be provided in a modern library. All of this was to be an additional charge over and above the cost of buying and maintaining all of the subsidiary systems that would underlay the BiblioCommons ‘wrap’ and would need to be scaled up to handle the entire public library service…

Not quite what you might call an truly integrated solution to the problem but the report did raise some important points that the new British Library scoping project will doubtless consider.

Not the least of these is governance. Let me explain why I think this is so important.

In recent times the idea of a single LMS to run a national library service has become very popular. Personally I have grave doubts about the wisdom of this approach – commercial monopolies rarely see continuous development as being as vital as those that have to differentiate themselves from the competition. I am not opposed to the idea of a single LMS – the US State of Georgia successfully implemented an Open Source solution across its public libraries some years ago but I believe it succeeded because the state took ownership of the system and continues to develop it on behalf of Georgia residents.

This was essentially the thinking behind the Scottish Library and Information Council’s SEDAR project and five years ago I was asked to carry out an evaluation of progress so far.

SEDAR (Stirling and East Dunbartonshire Area Resource) was an attempt to deliver a cost-effective national solution for Scottish public libraries. Open Source solutions were very popular at the time – partly in the (often mistaken) belief that they are much cheaper to buy and run – and four library services had already signed up to use Evergreen. The hope was that all Scottish libraries would eventually run on a single system but the project was encountering difficulties. My brief was to find out why and make recommendations for fixing them.

I discovered that the addition of each new authority’s holdings had led to discrepancies in the catalogue and consequently to how information was displayed. A growing list of workarounds to overcome the problems were making the system increasingly unwieldy to use. The fourth service to join the consortium had added a long list of new requirements that would be difficult and probably costly to implement.

My conclusion was that the system would always need some modifications to accommodate emerging local requirements but that this ought to be readily achievable given compromise and a reasonable degree of co-operation between authorities. To manage this problem required strong governance and an agreed set of rules by which such delicate matters as “who pays what” and “who decides which modifications are made”.

My principal recommendation was that the consortium should improve its governance structure before any more authorities joined the project. I made many other recommendations concerning the maintenance and development of the product but these were less significant.

SEDAR still exists, but only in a very limited form – and the dream of a national LMS is still in abeyance.

Irish libraries approached the idea of a national LMS from a different perspective with their Local Government Management Agency (LGMA) taking the lead on behalf of all public libraries in the Republic. In 2013 I was asked to help the librarians identify a provider that might meet the requirements of a document for a single national LMS that I was told had been prepared by IT professionals working on behalf of the agency.

Irish libraries chose to implement a single LMS.

The problems the librarians were facing were firstly that there did not appear to be any existing system on the market at that time that would operate in the way defined in the requirement (something I was able to confirm) and secondly that there was no real consensus among the different library authorities as to the kind of solution they wanted. They had also only allowed 30 days to resolve their dilemma.

In the event it took almost a year to reach some kind of accommodation and produce an enormously complex specification that satisfied everybody. I have no idea how the evaluation was finally made as my involvement ended with the issue of the tender but the project continues and appears, after some teething troubles, to be going well. It’s a brave experiment that I believe was only made possible because of the existence of a single agency taking responsibility for system acquisition and maintenance. Governance and funding working as one.

Even the problems encountered by the Irish could be overcome by the existence of strong central governance and funding but in the UK we have a completely different situation. Libraries compete for a share of the local budget and tend to do best where funding is maintained at a reasonable level. Where funds are cut and the service pared to the bone they don’t do so well. Building a national model on such diverse and shaky foundations – with no central backing or funding – seems almost an impossible task. Delivering a 21st century library service is the real aim – and it will be difficult – but the first task for the British Library is likely to be to either establish what exactly is meant by a “Single Digital Presence” or abandon the concept altogether and focus on what can already be improved and identify what is to be delivered in the (near) future.

It is the fragmented nature of the public library service that led me some time ago to the conclusion that to try and build a national platform by starting with the library authorities would be too difficult. Even OCLC with its enormous reach and resources had achieved only limited success for its equally limited (but entirely laudable) aims.

When I helped set up Voices for the Library (VFTL) back in 2010 I believed that austerity would inevitably lead to a dogfight for local funds that would be unlikely to be won by librarians. Our aim, I recall saying, should be to try and get the public to view their library service with the same passion and affection as they viewed the NHS. Ah, but I was young(er) then…

My experience with VFTL taught me that there were far too many visions of what a library service might offer for me to be able to make any realistic positive contribution to their future welfare.

There are probably fewer than 30 companies providing automated systems in the UK. There may be ten times that number of library authorities , including trusts and volunteer-run libraries. Easier by far then to try and build closer co-operation and better interfaces between existing systems. Build the future service one system at a time.

It seemed to be a much simpler task. All BIC would have to do was convince suppliers to use new and open protocols, attract the attention of the Taskforce and the SCL – which we did. Librarians would then naturally support our efforts by insisting on BIC standards – which mostly they haven’t.

Ah well. 3 out of 4 isn’t bad.

 

2016 Library RFID Survey Results – Australia and New Zealand

Having visited several Australian and New Zealand libraries over the past ten years I understand that there are very significant differences between the two countries! However, in terms of the supply and deployment of RFID technology they are very much closer to each other than to other significant library RFID markets so I hope my ANZ followers will forgive me for analysing their results together.types

A total of 79 organisations responded to this year’s survey 66 from Australia and 13 from New Zealand. In both countries the public sector appears to have invested most heavily in RFID (although the figure for New Zealand was slightly lower at 63%). This contrasts sharply with the picture in the UK where universities have long been in the majority – certainly in terms of their willingness to complete the survey!uses

 

Circulation (76) is once again the major use of RFID with theft prevention (63) in second place. These are followed by collection management (42), and monitoring stock use in the library (33), access control (10) is however much less popular than in the UK while acquisition and accession handling (22) and automated materials handling (18) are both relatively more widely deployed.frequencies

As I have mentioned elsewhere my reason for including this question is twofold. Knowing the frequency s probably the single most important thing to understand about an RFID installation so the answers to this question help me gain an understanding of how much librarians understand about the technology. A secondary reason is to assess the extent of the library UHF market.

In Australia and New Zealand, like the UK, the probability of libraries using UHF is low (although there are more UHF suppliers) as major RFID suppliers in the two counties only supply HF solutions. Of the 15% that reported using UHF solutions 75% said they bought them from FE Technologies, the rest were equally divided between Bibliotheca+3m and Checkpoint whilst one declined to give the name of their supplier.sip

Dependence on SIP in Australia and New Zealand is significantly higher than in the UK (it will be interesting to see the US numbers). Both libraries that reported using an API were clients of the same supplier (FE Technologies) though neither appeared to be using functionality over and above that already supported by SIP (and both reported using SIP as well).  It would be interesting to know what the APIs are being used to provide but only one of the respondents indicated a willingness to be contacted while the other has not replied to my enquiry.suppliers

A chart that speaks for itself. FE Technologies were already the major force in the market when I conducted the last survey in 2014 and their acquisition by Invengo appears to have increased their momentum significantly.

FE Technologies dominance of the market almost renders comparative analysis redundant but there is always a demand for information about which ILS and RFID suppliers work with each other so here’s that list,

 

 

SirsiDynix & FE Technologies 18
Libero & FE Technologies 8
Softlink & FE Technologies 8
Civica & FE Technologies 5
Access IT & FE Technologies 4
AMLIB & FE Technologies 3
Ex Libris & FE Technologies 3
OCLC & FE Technologies 3
SirsiDynix & Bibliotheca+3M 3
Civica & Bibliotheca+3M 2
Aurora & FE Technologies 1
Capita & Checkpoint 1
Civica & Envisionware 1
Innovative Interfaces & FE Technologies 1
Koha & Bibliotheca+3M 1
Kotui & FE Technologies 1
Softlink & Envisionware 1

 

The remaining charts show the results for one of the main areas of interest for librarians – supplier performance. I asked how well each performed against nine criteria. Each bar represents the percentage of users of each solution expressing that opinion.

helpdesk

devreqs

advice

hardwareprobs

projman

equipfails

softprobs

implementation

ilsrel

 

I also asked respondents if they wished to make any additional comments about supplier performance. Here’s what they said,

  • We had unacceptable service from 3M here in NZ, and from other libraries I’ve spoken to, our situation is not unique. 3M are now out of libraries in NZ, and have handed over to Bibliotheca.
  • Bug fixes seem to take a long time to be developed
  • I find that from the purchase of the item to the installation, there doesn’t seem to be a lot of communication between the sales person and the installer.
  • It took some weeks to resolve all issues on a branch new kiosk this year.
  • The provider responds to problems quite well, HOWEVER, the problems we have with the product are huge. Every day there is something that doesn’t work and we are tired of calling and calling to have things fixed.
  • It is proving much more difficult & far slower than it should be to get our RFID provider, our library consortia’s tech helpdesk and our LMS provider to communicate with each other to resolve interop issues between our RFID gear and the LMS, and to keep us (the library) in the loop. This feels like pulling teeth.
  • We find that the company don’t follow through unless we push them and keep on contacting them.
  • Communication is below standard
  • Response times have improved
  • They are quick to answer calls and log them, but fixing problems tends to take a long time

 

Only two libraries indicated that their members had access to NFC applications that interacted directly with library stock, one of them for self-issue and the other for discovering items related to items in hand. Ten reported using the self-service kiosks for operations other than circulation, two for booking library assets and five for catalogue enquiries, the remaining three did not indicate the other purposes for which they were used. One library reported using library kiosks for non-library purposes but declined to say what these might be.

Finally, respondents were asked to share any additional thoughts they might have about the survey or RFID in general. This is what they said. I have emphasised areas to which I will return in my final summary of these results at the end of the week.

  • I don’t think libraries are currently using RFID to its full potential. Having worked at several RFID enabled libraries, they mostly use them as barcode replacements. I’m still waiting for the next level innovative use of RFID technology. Additionally, while our RFID system doesn’t directly use SIP2 to communicate with our LMS, the SIP2 connection is antiquated by today’s standards. No secure encryption, limited query fields to name but a few. Direct APIs or the fabled ‘SIP3’ with https enabled has been too long coming. I have questioned RFID vendors who use SIP2 to send client data to off site servers about security and have got unsatisfactory answers.
  • We are building a new library and will not be installing RFID.
  • We are very happy with our RFID system and our customers take up of it.
  • We’re keen to see what opportunities that the combination of NFC & our new web-based LMS can offer us in terms of enabling mobile library / pop-up library functionality, fully connected to real-time circulation functionality. However, it seems that we’ll need to initiate our own investigations to go down this path, as neither our RFID provider nor our LMS provider have as yet laid out any ready-to-go plans / offerings on how to do this, or intimated that such things are in the works. In any event, we figure that this should be possible with minimal capital outlay, once we can put the pieces together (NFC-enabled smartphone / tablet, & NFC / barcode apps that integrate well with the LMS).
  • We love the (supplier’s) RFID system as it is user friendly for the customers and it is a very reliable system but we get frustrated with the consistency of support the company provides. We feel we have to keep sending messages asking for an update on the situation.

This survey required a technical knowledge that I don’t have. I was not the person who managed the implementation of the RFID technology, they have since left.  I manage the technology and when there is a problem I report it to the help

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