Map of/Excerpts from Jan. 18, 2017, Interview of Oren Beit-Arie (by Jerry Specht) (-- still under review as of 14-Feb-2017)

Link to complete unedited (3-hour) audio recording of interview

(Firefox and IE work better for me for moving around the recording; the Chrome bar for this is too small.)

In reviewing this recording, Oren and I have realized there were certain omissions:

·         Luis Lacayo was a very early (the first!) Ex Libris U.S. employee.  He played an important role in setting up hardware and systems software for Notre Dame and other early customers -- and in maintaining our own internal systems.

 

·         Carl Grant, the first Ex Libris U.S. president, played a critical role in the creation/structure of the Ex Libris North America operation.  (Plus, he provided all the photos of the first U.S. office seen at http://jspecht.org/exlibris_history/jerry.kickoff.2017.pdf .)

 

·         Russell McDonald, the first Vice President of Sales & Marketing, was instrumental in signing certain key early Aleph customers.

 

Oren Beit-Arie Jerry Specht

 

Interview map/excerpts

h:mm:ss

0:00:00 Introduction 

0:01:00 Yohanan; ALEPH before Oren (1978-87)

0:03:45 Yohanan's pre-Oracle, indexed sequential database

Programming languages

0:04:30 COBOL, "C"

0:05:00 Oren hired (1988); improve sorting routine by at least 50%

0:07:30 COBOL

0:08:30 "C"; I/O layer / "I/O engine"

0:10:40 Parallels to Jim Aagaard/Assembler

0:11:40 COBOL, PL/1, "structured programming"

0:14:40 Advantages of COBOL

*Handle large data

*Compile same code for VAX/Unix; portability

* Structure

0:17:00 C++ for GUI

0:17:30 Keyword/Boolean

0:19:30 ALEPH z97/z98/z95

0:20:20 Proximity for DTV

0:21:40 z980 ("temporary" z98)

0:23:00 Google (no proximity; no truncation/wildcard)

0:23:45 Oren: ALEPH forced to be compliant

0:25:00 "incredibly challenging academic exercise that I doubt had any effect on scholarship"

0:26:20 Browsing; Northwestern University

0:27:50 "doubleword" for adjacency

0:28:30 "What got them to choose us was the architecture"

0:29:00 Oren/DTU (1989) ALEPH 300 ... "That was my library school"

0:32:30 Jerry: "Library systems are interesting enough to attract really good programmers"

0:33:50 Oren: "... serving the mission of the library ... the pleasure of working in this field is not just the challenges ... also the people you work with; librarians are often times very smart ...

It's always helpful to work with people with passion".

0:36:50 Fax / paper / telephone; no remote connection to sites; no Internet

0:39:20 Yohanan, traveled; "Yohanan worked really hard but he also had a really good time"

"A very intense year"

0:40:20 Oren's father: Israel National Librarian "I certainly grew up in a house of books"

Per Udi: Oren expert in linguistics

1991-4 worked on Master's degree in Theoretical Linguistics

Worked part-time for Ex Libris and ALEPH-Yissum

0:46:50 Consortia; mid-‘90's

0:48:45 CDL

0:49:15 SUNY

"decoupling of discovery" in 2000's

0:51:30 Ghent, Aleph 500

Herbert von de Sompel / SFX

0:53:30 Jenny Walker, Silverplatter

"first ideas about how to create linking"

0:54:30 Oren: programmer, analyst, and ... "it was a time ...

we didn't know what product management was ... we did everything"

0:56:00 mid-‘90's high-level pilot work

0:56:45 Omri hired, took on GUI

0:57:20 "More time going places" Bibliotheque Nationale:

"much work ... didn't win the bid ... just as well; they had so many requirements"

0:59:45 "We got a lot better at explaining our story"

1995: "Crucial decision to go with Oracle"; multi-tier architecture; beginning of Aleph 500

1:01:00 Parallels between Aleph and NOTIS (Northwestern On-line Total Integrated System)

1:02:00 Differences: Aleph/Yohanan openness to outside world

"Yohanan understood very well that writing a unique solution for the Hebrew University is unsustainable ... In order for this to have a long shelf-life ... it needs to have an audience and a market larger than just the Hebrew University ... Very much aware of sales."

1:05:20 Important to maintain one source code

1:06:00 Jerry: "Tensions in what would be developed?"

1:08:00 Big changes in those years

1:11"15 Client-side programs had to be created from scratch but many server programs could be converted from VAX VMS (COBOL) programs

1:12:30 Harvard/Taos (1998) "object-oriented" Harvard visited Jerusalem. Harvard/Wisconsin; Dale Flecker / Nolan Pope.

1:15:55 Why did Taos fail?

Jerry: "Developing a system from scratch which meets the needs of all of these kinds of libraries is a daunting task, to say the least"

1:17:10 Ex Libris has pretty much stuck with the academic library market

Differences between public and academic libraries. "Are the differences real?"

1:19:20 Oren: "I actually think both...

DRA/Taos: "Use of totally new, unproven object-oriented database technology.... They set themselves to an undoable task, I think."

1:20:30 "With regard to public libraries, I think it's a little of both: real differences, perceived differences."

Possible "public library flavor" of Aleph

1:23:00 Debate within Ex Libris about whether to go after public libraries

*We didn't want to get de-focused"

*Public library finances on downward trend ... we didn't see this as an attractive business"

1:26:00 Alternative paths of growth

* Parallel (other kinds of libraries)

* Vertical (associated functions within academic market)

"We definitely took the position of selling more things to the same buyer."

1:28:10 Ex Libris North America

1998 Oren moves to Chicago

2001 Oren moves to Boston; SFX

1:30:30 Boston office

"Engagement with SUNY", office closer to Albany

1:31:50 Harvard

1:33:30 North American staff

"Really good employees attract other really good employees"

James Steenbergen - "certainly a key player"

John Kolman (1)

1:40:30 Jerry - Fostered Support Knowledge Base

Oren: "Respect customers as peers"

Jerry: "There's nothing more interesting you can do with computers than library/information systems"

1:48:40 Randy (Menakes) "You just don't find people like Randy every day"

1:53:45 Marie Bradshaw; Laura Pierson; Maruta

1:54:20 John Kolman (2) "Just not good fit, I suppose"

Galen (Charlton) -- Generic fix routines (fix_doc_do_file_08)

2:00:30 "Aleph built in a very modular way"

2:01:30 X-Services

Make the system extensible; unique in having these tools so early?

edit_field / edit_paragraph / edit_doc

2:05:20 Use of source code by Support in solving problems

2:09:30 Notre Dame

2:10:05 McGill

2:10:40 "They felt Ex Libris had the will and the ability to do the development they were asking for."

2:11:00 Oren: "... and think what's at stake -- this is the operation of a major ARL library"

2:11:20 "I can't overstate how fortunate we were to get their confidence in us, their trust"

2:12:20 Price (of Aleph)

2:13:20 Jerry: "Other vendors were offering more fully-developed solutions ... but Aleph seemed more malleable"

2:13:40 Oren: "The uniqueness of this space, this sector [academic libraries]"

2:14:30 "These were people who were hired to do a library job, but they ended up, at least for a year, designing a system

2:15:20 " ... "the right partner is key"

2:16:05 Jerry: "That flowchart ... did Pat Riva do that?"

2:17:50 Oren: "Our job wasn't just to write code; our job was also to map their deep understanding of processes..."

2:18:30 Judy (Levi); Naomi (Leiser/Conforti); Tami (Trotter/Ezra)

2:19:00 Jerry: Aleph praised praised for its flexibility; criticized for its complexity ... two sides of the same coin?

2:19:30 "arbitrary differences" ... default values important

2:21:30 preconfiguration of the system for certain kinds of libraries?

2:23:00 "no debugging process for the setup"

2:24:00 "The only way to know if an option is really needed or not is to start from scratch" ... Alma ... "a little more conservative in terms of options".

2:25:10 Jerry: "It made things interesting for Support."

2:26:00 Jerry: "I'd like to give a shout-out to the Ex Libris Aleph programmers!"

2:27:20 "I think the Aleph programs are really good"

 

2:27:50 SFX/Metalib in year 2000 - expanded the market not just for Primo and Alma, but, even earlier, that for Aleph

2:29:10 "placed a foot in the door ... positioned us as innovators"

2:29:45 Herbert van de Sompel; SFX as open standard; Herbert and team created "the framework and the product"

2:30:50 Jerry: "Were there competitors, other people who recognized the value?" ...

SFX "summit" at Ghent

2:32:30 Jerry: "What if Ghent hadn't bought Aleph and you had never gone to Ghent?"

2:34:00 "I think you underestimate your importance"

2:35:15 Importance of Knowledge Base

2:36:10 Non-Aleph development partners

2:36:20 Importance of name: "Open URL" vs. "SFX URL"

2:37:30 NISO ... "think-tank": EBSCO, Nature, CNRI

2:38:45 NISO Committee AX -- Eric van der Velde (Caltech)

2:39:00 Jerry: "I could see how with some companies this could have ended up some kind of proprietary thing ... but I think this was a better strategy."

Oren: "It wasn't any easy pitch [to Ex Libris management] ... they got it."

2:40:00 In parallel to this, Metalib was created - Yohanan

2:40:45 SFX people: Vlad; Jenny Walker ;

2:41:40 Oren: "We had two challenges: sell it to customers plus convince information providers to support the standard (create open URLs)

Jenny Walker was instrumental

2:42:30 Nettie Lagace; Dana (Sharvit); Andres Monroy Hernandez; Vlad; Lieve Rottiers

2:45:40 Verde "practice" for Alma; "Verde, I think, was a really important stepping stone for us"

2:46:50 Code name: "the Green Box". "The place where Verde ‘failed' was the place where Alma excels: the unification ..."

hard to create a standalone product ... major components missing: Knowledge Base, bib records, Acquisitions

2:49:20 "Why couldn't Verde do what Serials Solutions did?" - started from the ERM, added the link resolver to it

 

2:50:30 "Looking back at these years, 1988 to 2005, what things are you, personally, most proud of having done in connection with Aleph, SFX, Metalib -- and Ex Libris in general?"

"Probably, if I had to choose one ... SFX.... But bringing Aleph to North America would be a close second."

"A lot of people contributed a lot of good things."