图书馆杂志

图书馆杂志 ›› 2026, Vol. 45 ›› Issue (9): 4-13.

• “智慧图书馆服务体系研究”专题 •    下一篇

图书馆服务平台架构演进与智慧化——以FOLIO的Eureka架构转型为例

刘炜,周纲,张磊   

  • 出版日期:2026-09-15 发布日期:2026-09-24
  • 作者简介:刘炜上海社会科学院信息研究所,所长,研究员;上海大学兼职教授,博士生导师。研究方向:数字人文、智慧图书馆、知识组织、人工智能应用和Web 3.0等。作者贡献:研究构思与设计、论文撰写。Email: wliu@sass.org.cn上海200235
    周纲上海图书馆(上海科学技术情报研究所),高级工程师。研究方向:图书馆服务平台、人工智能应用等。作者贡献:论文撰写。上海200031
    张磊上海图书馆(上海科学技术情报研究所),正高级工程师。研究方向:数字人文、智慧图书馆等。作者贡献:论文撰写。上海200031

Architecture Evolution and Intelligent Transformation of Library Services Platforms: A Case Study of FOLIOs Transition from Okapi to Eureka

Liu Wei, Zhou Gang, Zhang Lei   

  • Online:2026-09-15 Published:2026-09-24
  • About author:Liu Wei, Zhou Gang, Zhang Lei

摘要: 随着图书馆服务平台(Library Services Platform, LSP)向规模化、联盟化与智能化方向发展,早期以自建中间层为核心的系统架构在扩展能力、运行稳定性以及对复杂业务场景的支持方面逐渐显现出局限。作为国际主流的开源图书馆服务平台,FOLIO正从Okapi架构向Eureka架构演进,标志着开源LSP从以功能实现为导向的技术框架,向长期运行与规模应用的基础平台体系转变。本文结合平台化信息系统演进特征与云原生架构技术路线,从底层运行环境支撑、服务组织与管理方式以及对智能应用场景的技术适配3个层面,对FOLIO两代核心架构进行对比分析。研究结果表明,Eureka架构通过引入容器编排、服务注册与配置管理等标准化组件,在系统扩展能力、平台稳定性与运维可控性方面均表现出明显优势,同时为智能服务模块和智能体应用的接入提供了更加统一和可扩展的运行基础。在此基础上,本文进一步结合我国智慧图书馆建设中平台整合、系统协同与智能服务部署的现实需求,分析FOLIO架构演进对新一代图书馆服务平台规划与数字基础设施建设的参考价值。

关键词: 图书馆服务平台, FOLIO, 云原生架构, 智慧图书馆, 数字基础设施

Abstract: As Library Services Platforms(LSPs) evolve into largescale, federated, and intelligent architectures, early system architectures centered on selfbuilt middleware have gradually revealed limitations in scalability, operational stability, and support for complex business scenarios. As a leading international opensource library service platform, FOLIO is transitioning from the Okapi architecture to the Eureka architecture, marking a shift in opensource LSPs from a featuredriven technical framework to a foundational platform system oriented towards longterm operation and largescale applications. This paper, combining the evolutionary characteristics of platformbased information systems with cloudnative architecture technology, compares and analyzes the two generations of FOLIOs core architecture from three perspectives: underlying operational environment support, service organization and management, and technical adaptation to intelligent application scenarios. The results show that, by introducing standardized components such as container orchestration, service registration, and configuration management, the Eureka architecture demonstrates significant advantages in system scalability, platform stability, and operational controllability. It also provides a more unified and scalable operational foundation for the access to intelligent service modules and intelligent agent applications. Based on this, this paper further analyzes the reference value of FOLIO architecture evolution for the planning of nextgeneration library service platforms and the development of digital infrastructure, taking into account the practical needs of platform integration, system collaboration and intelligent service deployment in the construction of smart libraries in China. 

Key words: Library services platform, FOLIO, Cloudnative architecture, Smart library, Digital infrastructure