RESEARCH PAPERS

Migration to Next-Generation Library Services Platforms: Challenges and Leapfrogging for Regional University Library Consortium Systems

  • Zhu Kunhao ,
  • Shao Bo
Expand
  • 1 School of Information Management, Nanjing University, Nanjing 210046;
    2 Nanjing University Libraries, Nanjing 210046
Yao Leye, Professor, PhD, Doctoral Supervisor, E-mail: leyeyao@scu.edu.cn; Jiang Xin, Doctoral Candidate.

Received date: 2025-03-31

  Revised date: 2025-06-15

  Online published: 2026-05-22

Supported by

This work is supported by the National Social Science Fund of China project titled “Reconstruction of Library Consortium Based on NextGeneration Library Service Platform” (Grant No. 23BTO005).

Abstract

[Purpose/Significance] Characterized by cloud services, intelligent data integration, and microservice mechanisms, next-generation library services platforms offer a critical solution to the challenges faced by regional university library consortia(RULCs), including resource decentralization and diminishing collaborative efficiency. [Method/Process] This study systematically traces the technological evolution of library services platforms and the development trajectory of RULCs, thereby revealing the core bottlenecks in the transformation toward knowledge services within traditional consortium platforms: closed architectures lead to inefficiencies in digital services; heterogeneous systems cause data format conflicts; loosely coupled cooperation models restrict deep business-process synergy; and closed ecosystems result in data silos. [Result/Conclusion] The study demonstrates that next-generation services platforms can significantly enhance the intelligent service capabilities of RULCs through architectural innovation, resource integration, process re-engineering, and consortium ecological collaboration. Based on this, the research proposes a migration stage model for consortium-level regional university libraries toward next-generation services platforms, promoting the leapfrogging of domestic RULCs from “paper-based resource consortia” to “intelligent service symbiosis.”

Cite this article

Zhu Kunhao , Shao Bo . Migration to Next-Generation Library Services Platforms: Challenges and Leapfrogging for Regional University Library Consortium Systems[J]. Library and Information Service, 2026 , 70(11) : 48 -59 . DOI: 10.13266/j.issn.0252-3116.2026.11.004

References

[1] 陈文娟,叶继元.危机与变革:美国图书馆联盟的生存与发展之路[J].图书馆杂志, 2022, 41(8):37-47.(CHEN W J, YE J Y. Crisis and innovation:the road to survival and development of the American library consortia[J]. Library journal, 2022, 41(8):37-47.)
[2] 燕今伟.图书馆联盟的构建模式和发展机制研究[J].中国图书馆学报, 2005(4):24-29.(YAN J W. Research on the construction model and development mechanism of library consortia[J]. Journal of library science in China, 2005(4):24-29.)
[3] 陈添源,胡婧.区域高校图书馆联盟文献信息服务的用户留存实证研究[J].图书情报工作, 2024, 68(13):87-98.(CHEN T Y, HU J. Empirical study on user retention of document information service of regional university library alliances[J].Library and information service, 2024, 68(13):87-98.)
[4] 邵波,王怡.基于下一代图书馆服务平台的高校图书馆区域联盟重构研究[J].图书情报工作, 2022, 66(1):68-74.(SHAO B, WANG Y. Research on the reconstruction of regional consortiums of university libraries based on the next generation service platforms[J]. Library and information service, 2022,66(1):68-74.)
[5] BREEDING M. New library collections, new technologies, new workflows[J]. Computers in libraries, 2012, 32(6):23-25.
[6] BREEDING M. Library services platforms[J]. Library technology reports, 2015, 51(4):5-38, A1-A2.
[7] NICHOLSON J, TOKORO S. Cloud hopping:one library's experience migrating from one LSP to another[J]. Technical services quarterly, 2021, 38(4):377-394.
[8] 罗钧,陆兴华,徐晖.江苏省高校图书馆计算机应用发展历程--迈向下一代的智慧图书馆联盟阶段(2015年-至今)[J].新世纪图书馆, 2020(9):57-66.(LUO J, LU X H, XU H.The development of computer application in university libraries in Jiangsu Province:moving towards next-generation smart library consortia (from 2015 to present)[J]. New century library,2020(9):57-66.)
[9] 包凌,赵以安.国外下一代图书馆自动化系统的实践与发展趋势研究[J].图书馆学研究, 2013(9):58-65.(BAO L,ZHAO Y A. A study on practice and trends of the next generation integrated library systems[J]. Research on library science,2013(9):58-65.)
[10] 陈武,王平,周虹.下一代图书馆服务平台初探[J].大学图书馆学报, 2013, 31(6):82-87.(CHEN W, WANG P, ZHOU H. Comparative study on next generation library services platforms[J]. Journal of academic libraries, 2013, 31(6):82-87.)
[11] MACHOVEC G. Consortia and next generation integrated library systems[J]. Journal of library administration, 2014, 54(5):435-443.
[12] AYRE L B. The holy grail of library automation:the shared library system[J]. Collaborative Librarianship, 2015, 7(1):42-43.
[13] 钱国富.新一代图书馆服务平台在学术图书馆联盟的应用研究[J].现代情报, 2017, 37(8):80-84.(QIAN G F. Research on application of next-generation library service platform in academic library consortium[J]. Journal of modern information,2017, 37(8):80-84.)
[14] 傅平.新一代图书馆管理集成系统对美国图书馆联盟的影响分析[J].数字图书馆论坛, 2017(2):28-33.(FU P. The impact of the next-generation ILS on American library consortium[J].Digital library forum, 2017(2):28-33.)
[15] OWEN G W. Delivering a shared library management system for Wales[J]. Library management, 2016, 37(6/7):385-395.
[16] BACON D. MOBIUS:a brief history[J]. Journal of library administration, 2022, 62(7):957-962.
[17] CHAN D L H, KWAN L, SIDORKO P. Climbing up the unfathomable mountain of shared ILS:experience sharing from JULAC[C]//Proceedings of the pacific rim research libraries alliance 2018 annual meeting. Berkeley:University of California,2018.
[18] Computers in libraries. Looking toward the next phase of library systems[EB/OL].[2025-09-21]. https://www.infotoday.com/cilmag/mar22/Breeding--Looking-Toward-the-Next-Phase-ofLibrary-Systems.shtml.
[19] 邵波,单轸,王怡.新一代服务平台环境下的智慧图书馆建设:业务重组与数据管理[J].中国图书馆学报, 2020,46(2):27-37.(SHAO B, SHAN Z, WANG Y. Construction of smart libraries in a new generation service platform:business reengineering and data management[J]. Journal of library science in China, 2020, 46(2):27-37.)
[20] 王怡.基于下一代图书馆平台的高校数字图书馆区域联盟重构研究[D].南京:南京大学, 2021.(WANG Y. Research on the reconstruction of university digital library regional consortium based on the next generation library platform[D]. Nanjing:Nanjing University, 2021.)
[21] 王怡,邵波.共享图书馆服务平台:国外图书馆联盟重构的实践路径与启示[J].图书情报工作, 2024, 68(3):40-48.(WANG Y, SHAO B. Shared library service platform:practical path and enlightenment for the reconstruction of foreign library consortia[J]. Library and information service, 2024, 68(3):40-48.)
[22] 蔡迎春,廖柏成.高校图书馆区域共用平台的建设及启示--以香港地区JULAC为例[J].中国图书馆学报,2020, 46(3):102-112.(CAI Y C, LIAO B C. Inspirations from regional common platform in university libraries:take JULAC of Hongkong as an example[J]. Journal of library science in China,2020, 46(3):102-112.)
[23] ZHU L, SPIDAL D F. Shared integrated library system migration from a technical services perspective[J]. Technical services quarterly, 2015, 32(3):253-273.
[24] SCOTT E, WHISENANT D, BISHOP E, et al. Implementing a library services platform using an organizational framework[J].Journal of library administration, 2023, 63(6):797-825.
[25] 王文清,陈凌,关涛.融合发展的CALIS新一代图书馆服务平台[J].数字图书馆论坛, 2020(1):2-10.(WANG W Q, CHEN L, GUAN T. Integrated development of CALIS new-generation library service platform[J]. Digital library forum, 2020(1):2-10.)
[26] FU P, CARMEN J D. Migration to Alma/Primo:a case study of Central Washington University[J]. Chinese librarianship:an international electronic journal, 2015(40):1-14.
[27] KOUIS D, KYPRIANOS K, EFTHYMIOU F, et al. Migrating to a shared library management system:evaluation from the perspective of librarians and lessons learned[J]. Library management, 2021, 42(6/7):448-458.
[28] WICKES A. E-resource migration:from dual to unified management[J]. Serials review, 2021, 47(3-4):140-142.
[29] LOVINS D. Management issues related to library systems migrations. A report of the alcts camms heads of cataloging interest group meeting. american library association annual conference, San Francisco, June 2015[J]. Technical services quarterly, 2016, 33(2):192-198.
[30] COTE C, OSTERGAARD K. Master of "complex and ambiguous phenomena" :the Erl's role in a library service platform migration[J]. The serials librarian, 2017, 72:223-229.
[31] 王怡,邵波.从区域联合到服务联合:高校图书馆联盟智慧化转型研究[J].图书馆学研究, 2022(8):69-75.(WANG Y, SHAO B. From regional alliance to service alliance:a research on the intelligent transformation of university library consortium[J]. Research on library science, 2022(8):69-75.)
[32] 周纲,孙宇.开创性的下一代图书馆服务平台解决方案--FOLIO[J].中国图书馆学报, 2020, 46(1):79-91.(ZHOU G,SUN Y. Innovative solution of next generation library service platform:FOLIO[J]. Journal of library science in China, 2020,46(1):79-91.)
[33] ZHOU Q, LI Z, HUANG X, et al. Electronic resources diffusion at the Peking University:An exploration on language impacts[J].Library collections, acquisitions,&technical services, 2017,40(1-2):1-9.
[34] 李正超.国内科学数据共享平台建设现状及发展策略研究[J].图书馆理论与实践, 2018(8):108-112.(LI Z C. Study on the current situation and development strategy of domestic scientific data sharing platform[J]. Library theory and practice, 2018(8):108-112.)
[35] 陈嘉勇,李玲,侯瑞芳.下一代高校图书馆管理系统的研究与实践[J].数字图书馆论坛, 2016(3):30-40.(CHEN J Y, LI L, HOU R F. Research and practice on next generation university library management system[J]. Digital library forum, 2016(3):30-40.)
[36] 方向明,刘亚雄,唐凤."长三角"高校图书馆联盟发展研究[J].图书馆学研究, 2017(24):74-78.(FANG X M, LIU Y X, TANG F. Research on the development of university library consortium in the Yangtze River Delta[J]. Research on library science, 2017(24):74-78.)
[37] Library technology guides:library perceptions 2024:results of the seventeenth international survey of library automation[EB/OL].[2025-09-21]. https://librarytechnology.org/perceptions/2023/.
[38] 袁虎声,唐嘉乐,赵洗尘,等. Chatlib:重构智慧图书馆知识服务平台[J].大学图书馆学报, 2024, 42(2):72-80.(YUAN H S, TANG J L, ZHAO X C, et al. ChatLib:revolutionizing the knowledge service platform of smart library[J]. Journal of academic libraries, 2024, 42(2):72-80.)
[39] 蒋继平.基于微服务架构的新一代图书馆服务平台研究[J].情报探索, 2022(7):72-77.(JIANG J P. Research on new generation library service platform based on micro service architecture[J]. Information research, 2022(7):72-77.)
[40] 江苏省高等学校数字图书馆.江苏省高校智盟卡服务今日开启试运行![EB/OL].[2025-09-22]. https://jalis.nju.edu.cn/tzgg/afa8a31ad3374504987ef1697e533535.html.(Jiangsu Academic Library Information System. Jiangsu province university smart alliance card service begins trial operation today![EB/OL].[2025-09-22]. https://jalis.nju.edu.cn/tzgg/afa8a31ad3374504987ef1697e533535.html.)
[41] 智慧图书馆技术应用联盟.上海图书馆云瀚(FOLIO)应用经验[EB/OL].[2025-09-22]. https://www.calsp.cn/2023/03/20/bulletin-202303-05/.(Chinese alliance for library service platform. Shanghai library Yunhan (FOLIO) application experience[EB/OL].[2025-09-22]. https://www.calsp.cn/2023/03/20/bulletin-202303-05/.)
[42] 谢蓉,刘炜,朱雯晶.第三代图书馆服务平台:新需求与新突破[J].中国图书馆学报, 2019, 45(3):25-37.(XIE R, LIU W, ZHU W J. The third generation library services platform:new requirements and new breakthroughs[J]. Journal of library science in China, 2019, 45(3):25-37.)
[43] 张果果,李玉珑.我国下一代图书馆服务平台FOLIO研究现状及展望[J].高校图书馆工作, 2023, 43(5):90-94.(ZHANG G G, LI Y L. Research status and prospects of FOLIO:China's next-generation library service platform[J]. Library work in colleges and universities, 2023, 43(5):90-94.)
[44] 智慧图书馆技术应用联盟.智慧图书馆技术应用联盟月度通讯(2025.1)[EB/OL].[2025-09-22]. https://www.calsp.cn/2025/01/21/bulletin-202501-06/.(Chinese alliance for library service platform. monthly communication of the Chinese alliance for library service platform (2025.1)[EB/OL].[2025-09-22]. https://www.calsp.cn/2025/01/21/bulletin-202501-06/.)
[45] Ex Libris latest news. AI metadata assistant headlines Alma's February 2025 feature release[EB/OL].[2025-09-22]. https://exlibrisgroup.com/announcement/ai-metadata-assistantheadlines-almas-february-2025-feature-release/.
[46] CHAD K. The library management system is dead:long live the library ecosystem[EB/OL].[2025-09-22]. https://www.kenchadconsulting.com/wp-content/uploads/2013/09/LMS_is_dead_long_live_ecosystem_CILIP-Update_Sept2013.pdf.
[47] 周纲.迈向智慧图书馆的新路径--上海图书馆云瀚智慧图书馆服务平台的探索和思考[J].图书馆杂志, 2023, 42(8):65-73.(ZHOU G.A new approach to intelligent library:the exploration and reflection of Yunhan intelligent library service platform of Shanghai Library[J]. Library journal, 2023, 42(8):65-73.)
[48] CERVONE H. ILS migration in the 21st century:some new things to think about this time around[J]. Computers in libraries,2007, 27(7):60-62.
Outlines

/

〈 〉