library system procurements :

(NOTE: Open specifications for library management systems (LMS) and discovery services/vertical search are

Table of Contents


available on the 'Open Library Systems Specifications' website (wiki) LibTechRFP:

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)


(Integrated Library Systems - ILS- in US parlance -includes so called 'next generation' Library Services Platforms).
By January 2017 about 20% of HE institutions had decided to move to cloud based Library Services Platforms.
A full list of institutions with their library systems in on the Systems Review page

Summary of wins and losses


During the two years beginning of 2014 to end of 2016
Note: upgrades include changes made as a result of a competitive tender process (typically an EEC tender)

Wins and losses 2014-2016
won (includes upgrades)
lost (excludes upgrades)
Capita
3
11
ExLibris
32
5
Innovative
3
8
OCLC
1
0
PTFS-Europe
3
1
SirsiDynix
9
9
Change
51
34

University
New system Vendor
Date selected (approx )
Old system vendor
Notes
Richmond, The American International University
PTFS-Europe
April 2017
ExLibris (Voyager)

Loughborough University
PTFS (Koha/Coral)
April 2017
ExLibris Aleph
Koha library system and Coral ERM
Pearson College London
SirsiDynix
March 2017
n/a

University of Buckingham
SirsiDynix
March 2017
SirsiDynix

University of Central Lancashire (UCLan)
Ex Libris (Alma)
December 2016
Capita (Alto)

The Royal Conservatoire of Scotland
PTFS-Europe (Koha)
March 2017
Capita (Alto)

Glasgow Caledonian University
Ex Libris (Alma)
December 2016
SirsiDynix
Also selected Leganto resource list / reading list system
Liverpool John Moores University
Ex Libris (Alma)
December 2016
Ex Libris Aleph

University of Huddersfield
Ex Libris (Alma)
December 2016
SirsiDynix (Horizon)

University of Kent
SirsiDynix
December 2016
Ex 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 University
SirsiDynix
December 2016
ExLibris
(Aleph)
Part of shared system: Universities of Kent, Greenwich and Canterbury Christchurch.
Also selected the BLUEcloud Lists resource list management solution.
University of Greenwich
SirsiDynix
December 2016
Capita
(Alto)
Part of shared system: Universities of Kent, Greenwich and Canterbury Christchurch.
Also selected the BLUEcloud Lists resource list management solution.
University of Gloucestershire
OCLC (WMS)
November 2016
Ex Libris
OCLC 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 2016
Innovative Interfaces (Millennium)
Upgrade to Sierra selected as part of a competitive tender process
London School of Hygiene &Tropical Medicine
Ex Libris (Alma)
August 2016
SirsiDynix

Royal Veterinary College
SirsiDynix
July 2016
SirsiDynix

University of the West of Scotland (UWS)
Ex Libris (Alma)
June 2016
Innovative

Cambridge University Library
Ex Libris (Alma)
April 2016
Ex Libris
Moving from Voyager
Scottish Confederation of University Research Libraries (SCURL) (see below for list of participating institutions)
ExLibris, OCLC and Innovative Interfaces
March 2016
Various
Framework agreement only--ie makes it easier for libraries in the consortium to buy a system from the approved list of vendors
University of Reading
SirsiDynix
February 2016
SirsiDynix

Cranfield University
SirsiDynix
January 2016
SirsiDynix / PTFS Europe (Koha)
Also selected the BLUEcloud Lists resource list management solution
Heriot Watt
Ex Libris (Alma)
January 2016
Ex Libris (Voyager)
Alma & Primo
Abertay
Ex Libris (Alma)
January 2016
Ex Libris (Voyager)
Alma & Primo
Northumbria
Ex Libris (Alma)
December 2015
Capita (Alto)
Alma & Primo
Lincoln
Capita
December 2015
SirsiDynix

Keele
Ex Libris
November 2015
Innovative
Alma & Primo
Bath
Ex Libris
November 2105
SirsiDynix
Also selected the ExLibris Leganto Reading List solution
Cumbria
Ex Libris
September 2015
Capita

Guildhall School of Music and Drama
SirsiDynix
July 2015
SirsiDynix

Brunel University
SirsiDynix
July 2015
SirsiDynix
Upgrade (didn't go to tender)
Royal Holloway University London
ExLibris
July 2015
ExLibris
Open tender -but upgrade from ExLibris Aleph
Strathclyde
ExLibris
June 2015
ExLibis (Voyager)
Alma & Primo
Dundee
ExLibris
June 2015
ExLibris (Aleph)
Alma & Primo. Upgrade (didn't go to tender)
Leicester
ExLibris
April 2015
SirsiDynix

Sheffield Hallam
ExLibris
April 2015
Innovative Interfaces

Buckinghamshire New University
SirsiDynix
March 2015
SirsiDynix
direct award
Surrey
ExLibris
March 2015
Capita

Edinburgh
ExLibris
March 2015
ExLibris (Voyager)

University of the Arts, London
PTFS (Koha Open source)
March 2015
ExLibris (Voyager)

Northampton
Innovative Interfaces
March 2015
Capita

Sussex
ExLibris
February 2015
Capita

York St John
Capita
February 2015
SirsiDynix

Hertfordshire
PTFS (Koha Open source)
January 2015
ExLibris (Voyager)

Aberystwyth
ExLibris
December 2014
ExLibris (Voyager)
Consortium -Wales
Bangor
ExLibris
December 2014
Innovative Interfaces
Consortium -Wales
Cardiff
ExLibris
December 2014
ExLibris (Voyager)
Consortium -Wales
Cardiff Metropolitan
ExLibris
December 2014
Capita
Consortium -Wales
Gyndwr
ExLibris
December 2014
Innovative Interfaces
Consortium -Wales
National Library Of Wales
ExLibris
December 2014
VTLS
Consortium -Wales
Royal Welsh College of Music & Drama
ExLibris
December 2014
ExLibris (Voyager)
Consortium -Wales
South Wales
ExLibris
December 2014
Capita
Consortium -Wales
Swansea
ExLibris
December 2014
ExLibris (Voyager)
Consortium -Wales
Trinity St David
ExLibris
December 2014
Capita
Consortium -Wales
Edge Hill
Capita
October 2014
Innovative

Open University
ExLibris
August 2014
ExLibris (Voyager)

Harper Adams
Innovative
May 2014
Capita

Natural History Museum
ExLibris
April 2014
SirsiDynix

Trinity College Dublin
Innovative
March 2014
Innovative (Millenium)
Ireland -not UK but is a UK Legal deposit library
London School of Economics (LSE)
ExLibris
January 2014
ExLibris (Voyager)

Invitations to tender

(in formal procurement process)

University of Bristol

18/09/2017
Invitation to tender notice
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

13/09/2017
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

From the invitation to tender notice
"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".
Lot 1:Library Service Platform and Discovery Layer
The LSP must:
Be based on a multi-tenant cloud hosted SaaS architecture and be managed by the vendor.
Provide true unified resource management capabilities for both electronic and physical resources.
Facilitate significant automation of back office tasks and provide end to end work-flow management.
Integrate widely with current and future University and supply chain systems to minimise re-keying of data.
Allow us to take full advantage of both existing and emerging licensing and purchasing models.
Provide powerful and flexible reporting and analysis tools to help us evidence and improve the effectiveness of our service both in terms of value for money and enhancing the student experience.
Allow for flexible local configuration which allows us to react rapidly to changing user requirements
Include a comprehensive and accurate knowledge base of books, online databases and collections, journals and journal articles and other scholarly material.
Web Scale Discovery Service must
Be a gateway to our full range of purchased, licensed, and other recommended resources irrespective of format and including UOW research outputs.
Provide immediate access to ‘just in time’ delivery methods such as ILL, PDA, DDA, Digitisation service.
Lot 2 — Resource List Management System
Resource List Management System (RLMS)
The RLMS must:
Be based on a multi-tenant cloud hosted SaaS architecture and be managed by the vendor.
Integrate into the work-flows of academics from within the University's VLE.
Be accessible by students from within the VLE.
Fully integrate with the LSP, vendor platforms, student information and HR systems.
Provide integrated end to end work-flow management from selection to content delivery.
Allow us to significantly automate the selection to purchase work-flow and choose locally when and where in the process validation is required.
Provide a wide range of management information and analytics to help improve the cost effectiveness of resource purchases and better understand student engagement.






Oxford Brookes University

Oxford Brookes University is seeking a Library Services Platform to replace the current Library Management System
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.
Prior information notice 26 June 2017
"Oxford Brookes University is seeking a Library Services Platform to replace the current Library Management System, Discovery Service and Link Resolver and to introduce Electronic Resource Management (ERM).The Library Services Platform (LSP) will be hosted, fully integrated and provided as Software as a Service to fulfil the following processes for all our print and electronic resources:
Circulation of resources,
Acquisition of resources,
Cataloguing of resources and bibliographic database management system,
User services and user communication,
Interlibrary loans service

Liverpool Hope University

Supply of a Library Management System and Discovery Tool
Notice. Published Date:04/05/2017
Value excluding VAT: £450,000 GBP
"This Tender is for the supply of a Library Management System and Discovery Tool solution. The aim of the solution is to deliver discoverability of our digital and print resources through an interface which is easy forstudents and staff to use and which is accessible and compatible with generally available mobile devices.
The University currently uses Capita Alto as its Library Management System with Ex-Libris' Metalib+ and SFX managing and providing access to users to our electronic resources.
The Library Management System and Discovery Tool solution must interface with the following systems:
— Hope's Institutional Research Archive (HIRA) which holds Hope staff's research outputs and is provided onE-Prints,
— Strategic Information Technology Services (SITS) for student data,
— WPM Education for online payment of fines,
— Agresso for finances,
— Book and journal suppliers systems e.g. Proquest Coutts, LM Information Delivery
We would expect delivery of the project to commence in August 2017 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.
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.

https://www.tenderlake.com/home/tender/68bf3d16-bb65-47b7-9908-64499481c1b6/supply-of-a-library-management-system-and-discovery-tool

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

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


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.

LAMDA (London Academy of Music & Dramatic Art)

selected the Koha open source library management system for its libraries, hosted and supported by PTFS Europe.

Press release 11 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
Upgraded to Innovative Interfaces Sierra August 2016
Upgrade notice

Original ITT
NOTE this (28 September 2015) invitation to tender supersedes/revokes the (2012) decision in principle for a number of University of London Libraries to migrate to the Kuali OLE system--see BMLS - Bloomsbury Library Management System
From the formal notice (28 September 2015)
"Expression of Interest to Tender for A Library Resource Management System & Resource Discovery Solution The University of London, the Senate House Library and the School of Advanced Study are proud to announce an opportunity for an experienced and suitably qualified contractor to work with their nationally and internationally regarded research libraries. We are seeking to award a contract for the development, implementation, maintenance and support of a cloud based software solution for managing library resources. This new library management system will be the successor to an existing system and this new contract provides for a wider scope service than traditional library systems and will include a search and resource discovery solution that is independent but closely coupled to the library system. The contract that will be awarded will require service provision for the following group of research libraries:

University of Cambridge Library

Selected ExLibris April 2016
ExLibris Press Release April 2016

Tender notice April 2015
Target date for going live of summer 2016.
"Provision of a Library Management System (LMS) and Discovery and Search Replacements, and Data Optimisation
The University will acquire a new generation LMS and Discovery and Search layer, offering the capacity to manage the full range of print and electronic content for which its libraries are responsible. The system will enable libraries to provide excellent support for teaching, learning, and research by improving the experience of students, researchers, and library users in identifying, finding, and retrieving library collections, regardless of format. The new system(s) will support improved integration with the learning management, repository, archive, and administrative systems, to provide users with a coherent view of the services and collections that are available to them.
The new system(s) will support library innovation, collaboration and partnerships, and enhance the roles that the network of Cambridge libraries plays in scholarly communication and in the wider library community."

Cranfield University

Selected SirsiDynix January 2016

From the SirsiDynix Press Release
Following a competitive tender process, Cranfield University has selected the BLUEcloud Campus library services platform, including SirsiDynix Symphony and SaaS, for its campuses in Cranfield and Shrivenham.The robust platform will also deliver web-based tools for resource management, including BLUEcloud Analytics to support data-based decision making and BLUEcloud eRM for managing electronic resources. Additionally, Cranfield University will be one of the first sites worldwide to adopt BLUEcloud Lists. BLUEcloud Lists is a resource list management system that supports the delivery of postgraduate course materials and student-staff collaborations for learning and teaching. Cranfield will also join the growing list of institutions choosing the BLUEcloud Visibility service for the publishing of Linked Data to enhance discoverability of library resources on the web.
From the formal notice invite to tender October 2015
Library management system and associated resource management & discovery system(s) solution
The Library Service is seeking to adopt a single Library Management System to replace the existing Library Management Systems, along with the adoption and integration of the associated resource management / discovery applications in order to:
• Exploit new technologies being offered;
• Reduce duplication and maximize potential efficiencies in workflows and processes;
• Increase integration with existing University infrastructure;
• Provide a coherent interface and service across the University as part of the One University strategic approach;
• Ensure rapid, seamless delivery of information;
• Ensure value for money;
• Keep the library customer’s experience as amongst the best in the UK;
• And free up resources to meet new University Information needs.


Scotland -academic and national libraries

Scottish Confederation of University Research Libraries (SCURL)
ExLibris, OCLC and Innovative Interfaces are the approved suppliers on this *framework* agreement. This does not mean however that the libraries in the will immediately begin migrating to these systems.
See award notice
SCURL Library Management Services Platforms (Hosted and Fully Integrated) Ranked Framework.

Details of the original invite to tender are below:-
SCURL Library Management Services Platforms (Hosted and Fully Integrated) Ranked Framework.
Scottish Confederation of University Research Libraries (SCURL) is procuring Contractor(s) to a Ranked Framework Agreement for the supply and support of fully integrated Library Services Management Platform systems.
From the notice: July 2015

Value: GBP £14,000,000

The Authority [Advanced Procurement for Universities & Colleges (APUC)] is supporting the Scottish Confederation of University Research Libraries (SCURL) in procuring Contractor(s) to a Ranked Framework Agreement for the supply and support of fully integrated Library Services Management Platform systems.
A SCURL Task Force, convened between June 2013 and May 2014,concluded that procuring a Framework Agreement for Integrated Library Platform Systems would be worthwhile and a working group was established to progress this vision. In the spring of 2015 it was agreed that a ‘vanguard’ approach to procuring such a Framework Agreement should be adopted.
Heriot Watt University and Abertay University are the vanguard organisations.Both universities require delivery and support of their next generation, fully integrated, cloud hosted Library Management Services Platforms to be concluded and the systems fully operational by July 2016 (including staff trained).
The Agreement will be available to the organisations listed in the Invitation to Tender including SCURL members and affiliated and associate organisations, and Advanced Procurement for Universities & Colleges (APUC) and its members, although there is no pre-commitment to use the agreement other than from the vanguard organisations named below.
Fife College

Dundee & Angus College
Edinburgh College
West College Scotland
Glasgow Clyde College
Ayrshire College
City of Glasgow College
North East College Scotland
New College Lanarkshire
Glasgow Kelvin College
Borders College
Dumfries and Galloway College
Forth Valley College
Inverness College
Lews Castle College
Moray College
Newbattle Abbey College
North Highland College
Orkney College
Perth College
Sabhal Mor Ostaig
Shetland College
South Lanarkshire College
West Lothian College
SRUC
Edinburgh Napier University
Glasgow Caledonian University
Glasgow School of Art
Heriot-Watt University
Queen Margaret University
Robert Gordon University
Royal Conservatoire of Scotland
UHI Millennium Institute
University of Aberdeen
University of Abertay Dundee
University of Dundee
University of Edinburgh
University of Glasgow
University of St Andrews
University of Stirling
University of Strathclyde
University of the West of Scotland
APUC Associate Member Institutions & Associated Bodies
The Scottish Confederation of University and Research Libraries and Members and Associated Bodies
The Royal Observatory, Edinburgh
The WS Society (The Signet Library), Edinburgh
Royal Botanic Garden Edinburgh Library and Archives
National Library of Scotland
National Museums of Scotland

University of Lincoln

Have selected Capita to replace SirsiDynix
Award notice
£512,000 for 5 year contract

Library System

Original Tender notice 27/08/2015

"The University of Lincoln is inviting tenders for the replacement of it's Library Management System. The increasing complexity of the information world means that, now more than ever, the Library needs effective IT systems to meet the increasing demands of students and staff. The expectations of students and staff around the use of e-resources and mobile devices will require a modern Library Management System (LMS), given its central role as the link between Library Discovery, Reading Lists and other University IT systems.
The following process areas are in scope:
Acquisitions:
— Book selection/Ordering/ Payment,
— Cataloguing,
— Budget management.
Circulation and service desk:
— Reservations/Issue/Renewal/Returns/ Reminders
— borrower accounts,
— Fines and fees,
— Access control,
— Reporting,
— Shelving/Stock control.
Following award of contract the implementation of the solution will commence in January 2016, the software licence and maintenance agreement (if delivered on premise) or the subscription and support service (if delivered via SaaS) will run for a period of 5 years from the go live date of the application, or the delivery of the live SaaS service respectively. There will be an option for the University to extend the contract for 5 further periods of 1 year.

University of Keele

Have selected Exlibris Alma & Primo to replace Innovative Interfaces Millennium
Press Release
"University Librarian, Paul Reynolds, commented; “The Library’s existing integrated library system was approaching the end of its life and there were inevitably some weaknesses arising from an old design. This meant that some areas of our operations such as the management of electronic information resources were not as co-ordinated they could be, which was limiting our ability to improve the integrated delivery of resources to our users.”
“A library management system that readily enables our users to discover and make optimal use of both subscribed and Open Access content is essential to improving our users’ research experience,” Reynolds continued. “Also very important is that it has to help the library’s processes. Having carefully examined our options for some time, we chose Alma for its proven ability to help us to achieve those goals. Since it is a cloud-based solution it will reduce local resource requirements and make upgrades easier. We also anticipate being able to provide enhanced access for library users to the full range of library resources, improved and updated workflows for library staff and better interoperability with other library and university systems.”

University of Bath

Have selected ExLibris Alma to replace SirsiDynix
Press Release Nov 2015
From the press release
"University Librarian Kate Robinson commented: “The needs of the library and our users have changed enormously over the years. With the new solution in place, we will be able to eliminate the large number of spreadsheets we currently use, be able to adapt workflows to meet changes in service delivery, such as the management of metadata for e‑book collections, and efficiently generate reports to help us manage costs and collections more effectively.”
Tender notice :
Date 13 February 2015
"Library software package. The University of Bath is seeking tenders for a ‘Next Generation' Library Management System (LMS). We are seeking to appoint a contractor who can undertake to supply, implement and maintain the new LMS. A Cloud-hosted solution is required, allowing the successful supplier to provide a stable and secure supported environment. The LMS will be expected to integrate with other locally hosted and cloud hosted applications and will be able to operate within the University's information technology and data networking infrastructure.
The University's budget for the procurement of the Library Management System is 280 000 GBP (excluding VAT) for the initial 5 year contract period. The estimated budget should the contract run for its full potential of 5 years plus up to 4 extended years, maximum of 9 years is estimated at 480 000 GBP ex vat.
Estimated value excluding VAT: 480 000 GBP

University of Cumbria

Have selected ExLibris Alma to replace the Capita solution
Award notice 14 Sept 2015
Value: £327,664 (contract 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)
Invitation to tender notice .Date of dispatch tender notice:5 March.2015
From the notice:-
"The University is seeking to adopt a Unified Library System to exploit new technologies being offered; to maximise potential efficiencies in work-flows and processes; to ensure rapid, seamless delivery and value for money; to enhance the student's learning experience; and free up resources to meet new University information needs.
The Library Management System (LMS), together with associated resource management applications, is a corporate system. Within the University the LMS is owned and managed by Library and Student Services with support from IT Services. The University has used the Capita (previously Talis and BLCMP) LMS since 1997.
The Library environment has significantly changed in the last decade and with the growing body of born digital and digitised scholarly output academic collections are increasingly becoming more electronic than print. Currently the Library's electronic journal subscriptions represent 95 % of journal subscriptions; electronic books represent about 50 % of the current collection. Though legacy print collections will remain for the foreseeable future, the move to provision of electronic library resources will continue driven by our e-first policy.
The University is seeking to acquire a Unified Library System which will support this new mixed information economy, effectively manage its electronic resources including metadata and licenses and ensure quality of service provision to the Library's users. In doing so the key aim is to create more efficient processes and work-flows, and by making these efficiencies ensure services are delivered in a seamless, timely and effective manner and further improve ease of use and accessibility to information for Library users.
Student interaction with the Library will improve through a more responsive system to request, discover and access material. There will be a single search box to access the collection and a single interface to interact with the Library.
The Library is seeking to enter into a contract 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. Any subsequent extensions to the contract will be agreed by the University of Cumbria and the service provider.
The University is seeking to adopt a Unified Library System that is offered by the vendor as a Software as a Service.


Royal Holloway & Bedford New College

Selected ExLibris Alma and Primo
Award notice July 2015
Value of contract GBP £440,798 (5 yr contract ?)

Original Tender notice details

24 October 2014. From the notice

  • The College is seeking a robust and integrated Library Management System (LMS) which will enable the Library to continue to deliver the resources required for learning, teaching and research.
  • The LMS should also allow the Library to respond to the changing information provision environment.
  • The LMS will replace both the current Library Management System (Aleph by Ex Libris) and the current Link Resolver system (SFX by Ex Libris), and add the capability to manage electronic resources.
  • The LMS will operate using the ‘software as a service' (SaaS) model.
  • The LMS will have a set of ‘out-of-the-box' definitions and configurations that can be used with only minor changes to the default settings to support all of the functionality required by the Library.
  • The LMS must support integrated management of print, online and digital resources. Resource management tools must use the same basic workflows and processes to manage all types of material, regardless of format.
  • The LMS will support robust and transparent integration with a range of external applications, specifically including the College's resource discovery system, Primo (Ex Libris).
  • The LMS will have streamlined functionality so that Library staff resources are used as efficiently as possible.
  • A solution is sought that has been demonstrated to work at other institutions, and can be implemented with minimum disruption.
  • There will be an implementation period during which the Vendor will implement the functionality of the new system and transition the services from the Library's existing systems to the Vendor's system.
  • The Vendor will provide detailed project management which will aim to achieve a full implementation by our preferred ‘go live' date of 21.12.2015.
  • The Vendor will provide a suitably qualified Project Manager and Project Team.
  • The Vendor will provide timely expert advice, consultancy, support and appropriate upgrades, over the life of the contract.
  • The Contract will be awarded for an initial period of five years, with the possibility of extension for up to a further three years, subject to mutual agreement.
  • The College's budget for the procurement for a Library Management System is £504,000 (excluding VAT) for the initial 5 year contract period. Bids in excess of this budget will not be considered further.
  • The estimated budget should the contract run for its full potential of 5 years plus up to 3 extended years, maximum of 8 years is estimated at GBP 765 000


University of Dundee

Selected ExLibris Alma June 2015-upgrade from ExLibris Aleph

University of Leicester

Selected ExLibris Alma & Primo) April 2015
Award notice
Original Tender notice details

Date of notice: 13.11.2014

"The University Library is seeking to adopt a Library Services Platform which will support a mixed print and electronic information economy, effectively manage its electronic resources including meta-data and licenses and ensure quality of service provision to the Library's users.The Library is seeking to adopt a Library Services Platform that is offered by the vendor as a Software as a Service.In doing so the key aim is to create more efficient processes and work-flows, and by making these efficiencies ensure services are delivered in a seamless, timely and effective manner and further improve ease of use and accessibility to information for Library users.
The Library is seeking to enter into a contract for an initial period of 5 years from implementation with an option to extend thereafter if both parties are in agreement for a maximum of a further 5 years comprising of an initial 2 year extension with 3 annual extensions thereafter.
Estimated value excluding VAT:Range: between 250 000 and 1 500 000 GBP"

Sheffield Hallam University

Selected ExLibris Alma and Primo
(ExLibris Press Release)
"Nuala Devlin, Director of Library and Student Support Services. “Our current systems were not developing quickly enough to meet our needs. We required a unified system with streamlined, efficient workflows, from a supplier who is responsive to the needs of academic libraries. Alma and Primo fit the bill perfectly. Harnessing Primo’s search and ranking capabilities, we can enhance the user experience by offering intuitive discovery experiences for students with a range of study patterns and learning styles. We will also make considerable savings in terms of time and resources, which will further benefit users. The cloud-based infrastructure of both solutions will free up staff time from routine maintenance, and the analytics module in Alma will give us the insightful usage data we need to ensure better decision making and collection management.”
Original Tender notice Published: Wednesday, April 9, 2014
From the tender notice:
"The University intends to procure a Library Management System, the contract to be for the supply, installation, hosting and support of the software. The contract is to commence c. September 2014 with system 'go live' c. March 2015. It is envisaged the contract duration will be for a minimum of 5 years subject to annual review".

University of Surrey

Selected ExLibris Alma & Primo March 2015
ExLibris Press Release
From the Press Release:
“The limitations of our current LMS led to a proliferation of different library systems that students had to be familiar with,” commented Caroline Rock, Director of Library and Learning Support Services at the University of Surrey. “Because of this, we were not achieving as much value for money from these systems, or the resources they provide access to, as we should. The lack of automation was not acceptable in a modern library environment and we were unable to move our staff to much more value-added tasks. When we reached the point where over 70 per cent of our expenditure was being managed and tracked via spreadsheets, we decided it was time for a new solution
Original Tender notice Published:Thursday, March 27, 2014

From the tender notice:-
"The University of Surrey is looking to replace the diverse systems and technologies that are currently used to support Library services. The requirement is for a fully integrated system that will manage our extensive range of electronic resources, growing collection of born digital materials as well as the traditional support to our physical and Special Collections. The system will have a modern and intuitive multi-view discovery and delivery customer facing capability".

The Library has 60 staff and supports just over 14,000 FTE students, researchers and professional staff 24/7/365. Any solution must be able to robustly deal with the peak periods of activities associated with working in the academic environment. Evidence of the high availability architecture employed will be required as part of any tender. The support from the supplier must also reflect the understanding that service disruption must be minimised, and if there are issues technical support from the supplier must also be provided out of core hours. The key business drivers for this requirement are:
  • Improved, efficient and effective management of digital and e-resources.
  • Optimisation of information expenditure based on appropriate management information.
  • Enhanced user experience through a fully integrated approach to discoverability and delivery.
  • Reduced total cost of ownership (across systems, staffing and related units across the institution due to integrations)
  • Service availability, sustainability, security and resilience.
  • Continuous process review and improvement utilising modern technologies.

University of Edinburgh

Selected ExLibris (Alma & Primo) 20 March 2015
Notice award
Award criteria: The most economically advantageous tender in terms of
1. Price. Weighting 20
2. Quality. Weighting 80
Original tender notice 20 June 2104 University Of Edinburgh next generation library management platform,
"The new library management platform should facilitate the on-going management of materials, supporting current library users (both on-campus and off-campus) in their day-to-day interactions with the library, whilst allowing transformation in key areas of library business:
1. Effective management of complex electronic material licences and access options, harnessing information from shared knowledge bases about regional, national, and international subscription bundles;
2. Allow streamlining and increased automation of high-throughput workflows in the areas of acquisitions and cataloguing resulting in significant demonstrable savings in effort;
3. Provide timely and accurate management information for all levels of library staff to monitor and improve local services;
4. Effectively tackle the challenges of discovery through a single search interface, addressing the needs of a wide range of users and search preferences.
A Cloud-hosted solution is required, allowing the successful supplier to provide a stable, scalable, secure, supported, and cost-effective environment.
The contract will be for an initial 5-year term and can be extended up to a maximum of 15 years."

University of the Arts , London

Selected Koha supported by PTFS
University of the Arts London chooses the Koha library management system, hosted and supported by PTFS Europe.20 March 20, 2015
From the PTFS Press Release
The University of the Arts London has chosen the Koha open source library management system to replace its existing [Voyager from ExLibris -ed] system. PTFS Europe will implement Koha and provide on-going hosting and support. The project also includes a wide range of integration services including online payments, identity management, authentication, RFID and integration with Explorit federated search. A key service being provided is the further enhancement of the public interface to precisely meet the needs of UAL’s library users.

The University of Northampton

Selected Innovative Interfaces (Sierra)
March 10, 2015 University of Northampton (UK) Selects the Sierra Library Services Platform.
From the Innovative Interfaces Press Release
"University of Northampton has selected the Sierra Library Services Platform and will migrate from an Alto™ system provided by Capita Library Systems. - See more at:
Tender Notice From the tender notice: 27.10.2014 Estimated value excluding VAT: Range: between 250 000 and 458 000 GBP

"The University of Northampton is seeking tenders for a new web-based Library Management System. We are seeking to appoint a contractor who can undertake to supply, implement and maintain a 'Next Generation' Library Management System (LMS). This system should offer a unified resource management approach in relation to both online and print resources. It should also offer efficient working solutions to the challenges of inter-operability with other current Library systems and ongoing integration with existing University business systems. The system should comfortably accommodate over 70 library staff (as users) and over 11 000 students. It should have been developed for, and tried and tested in, a Higher Education environment.The University requires that the new LMS exhibits what are now termed and accepted in the HE Library sector as 'Next Generation' characteristics. These include:

1. A service that is 'managed' remotely '” all support, maintenance and upgrades are included as part of the contract.
2. Unified Resource Management '” both digital and physical resources are managed within the system to reflect contemporary practices and operational efficiencies.
3. The LMS should offer improved staff work-flows that create genuine efficiencies for staff users across the board.
4. The LMS should exhibit a high degree of inter-operability with other software products that are essential for the management of students within the University environment e.g. student records system.
5. The LMS should automatically offer analytic data as an adjunct to more efficient business practices, both at a day-to-day working level, and a strategic level.
6. The LMS should offer integration with the University"s existing Resource Discovery Service (Primo from Ex-Libris) and other current Library software services.
7. The LMS should offer an Electronic Resource Management function whereby electronic resource "trials", acquisitions, licensing and evaluative data output are standard.
8. The service should commit to the use and efficient management of, the highest quality meta-data.
9. The LMS should also offer flexible, staff and user-friendly, fulfilment functions across a diverse range of resources and library users.
Other non-functional requirements are also essential to the contract:
1. Migration and implementation of changes;
2. Training and support;
3. A cohesive roadmap of planned software development;
4. Data security;
5. Decommissioning of existing LMS.
Implementation of the software should commence early 2015 with a 'Go Live' date of 1.8.2015.

The University of Sussex

February 2015: ExLibris Alma/Primo has been selected to replace the existing Capita Alto/Primo solution.
Press release:
“Our ability to facilitate the acquisition of resources and exposure of our collections and services was beginning to be seriously compromised,” commented Kitty Inglis, Librarian at the University of Sussex. “Students now have very high expectations for a unified solution that will enable them to easily discover the library resources they need. We are delighted with Primo as our resource discovery system, and Alma is the perfect fit for the effective delivery of content and services.
“Alma has a strong user community in the UK and internationally, and offers a comprehensive knowledge base of material,” continued Ms Inglis. “We see Alma as an investment in the future that will help us fulfil numerous goals; the strong, flexible analytics capabilities will provide us with tools to verify that we are meeting the needs of our users, and the efficient SaaS workflow will save time for our staff, who will be able to focus more on user-related tasks.”

Original Tender notice October 2014
"The University of Sussex is seeking tenders for a new web-based Library Management System. We are looking for a system that will provide a unified resource management approach to the full range of library services, and in particular to the management of online and print collections. We would expect a system to communicate as seamlessly as possible with other systems in the Library and provide excellent integration with current and future internal and external University systems such as our finance system, Agresso. The system provided must be capable of managing library resources effectively with all support and maintenance services being in place. It is anticipated that a contract will be let for an initial 5 years, with scope for additional annual extensions up to a maximum contract duration of 10 years"

York St John University

From the (Capita) press release 11 February 2015
York St John has purchased Capita’s cloud-based Chorus LMS, along with its web-based interface Soprano which will enable library staff to assist students on the spot, anywhere in the library or on campus, using tablet devices.
In addition, York St John will use Capita’s Prism resource discovery solution, which will enable users to search a broad range of databases, such as the institutional repository, alongside searches of the library’s physical and electronic resources. Prism will be integrated with the university’s Moodle virtual learning environment and reading list system, giving seamless access to library all information.

The University of Hertfordshire

Press Release 29th January, 2015
"The University of Hertfordshire has chosen the Koha open source library management system to replace its existing library management system. PTFS Europe will fully implement the Koha system and provide on-going hosting and support services. The project also involves a tight integration with the University’s new discovery platform.
David Peacock, ‎Manager of the Information Collections & Services Team at the University of Hertfordshire said: “We feel this solution will allow us to fully realise the cost benefits and flexibility of using Open Source Technology, and assist us in providing the highest quality library service to our students and staff.”
Koha will replace the (ExLibris) Voyager system

Wales (all HE Institutions)

Alma and Primo from ExLibris selected December 2014
All HE Institutions + National Library of Wales and NHS libraries in Wales
Tender notice (January 2014)
Announcement
"WHELF Shared LMS announces chosen supplier. By Rachael Whitfield. WHELF Wales Higher Education Libraries Forum.18 December 2014

"Welsh Universities, the National Library of Wales and the NHS Libraries in Wales select a shared Library Management System
The WHELF (Wales Higher Education Libraries Forum) Consortium has decided on the Alma and Primo next-generation solutions following a rigorous selection and assessment process. The 10 Libraries are
  • Aberystwyth University
  • Bangor University
  • Swansea University
  • University of Wales Trinity Saint David
  • Glyndwr University
  • National Library of Wales
  • Cardiff University
  • Cardiff Metropolitan University
  • University of South Wales
  • Royal Welsh College of Music and Drama
  • plus the Welsh NHS Libraries represented through the AWHILES Consortium".

INTOTA
November 2014: The following universities have signed up for Intota from ProQuest but will be running that alongside their existing library management systems
ProQuest Press Release

The following have used earlier solutions from ProQuest
  • University of Huddersfield:

  • Graham Stone, Information Resources Manager at Huddersfield said, "The University of Huddersfield is pleased to be able to partner with ProQuest as one of the six Intota beta partners. We believe this is an exciting opportunity to help develop Intota as a product and to establish what would be needed in terms of interoperability with other systems both internal and external."
  • Staffordshire University :

  • The effective management of e-resource subscriptions is an increasingly complex and vital role within library services. We see Intota as helping to provide the framework for an integrated process that will allow our staff to explore and exploit the resources available to us and promote quality academic research material to our students." Paul Johnson, Information Landscape Librarian at Staffordshire University.
  • De Montfort University:

  • Alan Brine, Head of Archives and Resource Management at De Montfort University said, "We are looking forward to developing our services using Intota in collaboration with our existing provision.
The following are are new to ProQuest workflow applications.
  • Edge Hill University

  • Queen Mary University of London:

  • Patricia Simons, Assistant Director (Academic Services and Resources) at Queen Mary University of London said, "We chose Intota because we can make the biggest impact for users with a single search and discovery layer and for library staff with much improved resources management."

Edge Hill University
Selected Capita Alto/Soprano (mobile version) and Prism with Summon discovery service from ProQuest
October 2014 Press Release

Open University

Selected ExLibris Alma & Primo August 2014
Contract award notice
Original Tender notice (January 2013)
From the (invite to tender) notice................
Tender notice (January 2013)
The Open University are seeking tenders for one new COTS Library Management System, including all maintenance support services.The Open University Library Services wishes to introduce a new Library Management System (LMS) to replace several systems, including the current LMS, with a next generation one designed for the digital age. The replacement will need to enhance library customers' experience and enable staff to manage resources effectively and efficiently.

Harper Adams University,

May 29, 2014
Has selected Innovative (Sierra and Encore Duet) to replace Capita (Alto and Prism). The new LMS is currently being implemented with a planned go live date of September 3rd.We have chosen a cloud solution so we can concentrate on improving work flows and supporting our users more effectively.
From the Innovative press release: "We believe the Sierra LMS will deliver a better user experience for students searching and accessing the valuable resources within our award-winning library at the heart of our campus, "
Full press release

Natural History Museum

April 10, 2014
Selected ExLibris (Alma and Primo) 2014 Press Release
(moving form SirsiDynix Symphony

Trinity College Dublin, Ireland

(Legal deposit library for Ireland and also one of the UK's legal deposit libraries)
March 4, 2014
Trinity College Dublin (Ireland) has upgraded to the Sierra Library Services Platform. It was previously using the Innovative Millennium library system Trinity is the largest research library in Ireland and has been a legal deposit library for Ireland and the United Kingdom since 1801.
Innovative Interfaces Press Release

(LSE) London School of Economics

Selected ExLibris (Alma and Primo)
Press Release: January 20, 2014
London School of Economics and Political Science Library Selects Alma and Primo

University of Roehampton

Tender date December 2012
**Selected Capita ( 2013)**
December 2013

London (Bloomsbury) consortium

BMLS - Bloomsbury Library Management System
In 2012 The group have made a 'decision in principle' to work with (open/community source) Kuali OLE
NOTE: This decision has been revoked--see new invitation to tender - formal notice (28 September 2015) and details in 'Invitations to tender' below. SOAs has however migrated to Kuali OLE (see below)

SOAS, University of London

Implements Kuali OLE and VuFind (Discovery) to replace Innovative Interfaces Millennium
Press Relase:
Kuali Press Release Wednesday April 22, 2015
SOAS Library Implements Kuali Open Library Environment
The Director of SOAS Library John Robinson said: “We are constantly seeking innovation in our library systems so that we can make our extraordinary resource as accessible and responsive as possible. Kuali OLE is one of a growing suite of open source systems which the SOAS Library is using for its Digital Library, its Research Repositories and its Discovery Services.”

University of Birmingham

University of Birmingham (Award 2012)
Selected ExLibris for LMS (Aleph) and Discovery (Primo)
Current Library Management System (LMS/ILS) vendor Capita (Talis)

From the ExLibris Press Release:-
'University of Birmingham libraries have extended their suite of Ex Libris solutions with the selection of the Primo® discovery and delivery solution—now live for faculty and students—and the Aleph® integrated library system (ILS).
The selection of Primo and Aleph was driven by the Library Division’s desire to offer users a robust discovery experience supported by a strong ILS that would be capable of managing the libraries’ extensive collections. The university chose a cloud-based deployment for both solutions to reduce the technical burden on library staff members, thereby giving them more time to support users’ research and learning activities.'

University of the West of Scotland

UWS And SAC will join University of the Highlands and Islands (UHI) to share the Millennium LMS. They are migrating from library systems provided by Capita (Talis).See below
University of the West of Scotland (UWS) selects Innovative Interfaces Millennium
Award March 2012
Vendor replaced was Capita (Talis)

Scottish Agricultural College

Scottish Agricultural College(SAC) selects Innovative Interfaces Millennium
Award March 2012
Vendor replaced was Capita (Talis)

University of Manchester

**University Of Manchester selects ExLibris**
(award December 2011)
Vendor replaced was Capita (Talis)
The University wishes to appoint a supplier who can work with the University to meet its need for a next generation library system that takes a unified approach by fully integrating the management of print, electronic and digital collections and associated services. The University wishes to either purchase an existing off-the-shelf system that meets the University's requirements or to work with a vendor and other research libraries with similar strategic requirements to the University to contribute towards the design, development and eventual implementation of a system. The appointment will be by a process of competitive tender.

University of Salford

University of Salford selects ExLibris
Vendor replaced was Capita (Talis)
'The overall objective of this procurement is therefore to implement a Next Generation Library System which will manage the expanding range of resources, particularly digital content. This will give improved access to high quality information resources, in keeping with the expectations of the Library of the Future at the forefront of information provision'.

University of Sheffield

**University of Sheffield** (ITT issued May 2011) have selected ExLibris Alma.
Vendor replaced was Capita (Talis)
The language of this procurement is interesting and might be taken as a useful marker of change—this is a procurement for the next generation of systems as typified by Alma, OCLC WMS, Innovative Sierra and Kuali OLE. There is also a shared services aspect to it From the tender......
‘work in concert with a vendor and other interested research library stakeholders to contribute towards the design, development and delivery of a next generation library system which will produce a unified resource management approach to the full spectrum of library collections.’
‘The University Library has a strategic preference and a clear business requirement for a born cloud based system. The library places the utmost importance on the architecture for any new system being modern, fit for purpose & designed specifically to operate within a cloud environment’.

University of Staffordshire

University of Staffordshire Selected Koha (open source) supported by PTFS Europe
Vendor replaced was SirsiDynix

Queens University Belfast

Queens University Belfast (Was Talis (Capita) LMS -selected Innovative Interfaces Millennium March 2011)
(including the hosting for Stranmills University College, St. Mary's University College, and the Linen Hall Library,

Kingston University

Kingston University selected ExLibris Aleph (April 2011)
Vendor replaced was Capita -(formerly Talis)









Vendor replaced was Talis
selects Innovative Interfaces Millennium