you may not exactly feel like tom cruise…but you can accomplish this mission!!
TRANSCRIPT
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You may not exactly feel like Tom Cruise…but
you can accomplish this
mission!!
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Library Automation = Integrated Library System (ILS)
What do you need to know before
purchasing a new ILS for a small library?
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#1 - No Fear Allowed!
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You don’t have to understand how an engine
works to purchase or
operate a car
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#2 - Decide what modules you need for your ILS
OPAC CatalogingCirculationAcquisitionsMaterial BookingReports
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There is NO perfect ILS software
#3 - Decide what is most important module to your
library
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Working with the vendors
• Multiple vendor demonstrations
• Asking for bids from vendors
• Reviewing bids - understanding the contents
• Selecting a vendor
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#4 – Reading Reviews – A Critical step
Expert review of all ILS Library Journal article every April by Marshall Breeding
Latest for 2009 Investing in The Future: Automation Marketplace 2009
http://www.libraryjournal.com/article/CA6645868.html?industryid=47136
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Policies (or parameters)BarcodesHardware purchase or ASPData MigrationConsulting servicesTrainingGoing live
#5 - Creating a reasonabletimeline to complete the Journey
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Certain policies (or parameters) will be requested by vendor
• Library•Material types • Locations (or Collections)• Reading level• Genre
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Who needs the location noted?
Library Staff Patrons
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• Tell patron where an item may be found in the library
• Dewey Decimal or LC System
• Why don’t book stores use Dewey Decimal?
Location Policies
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ILS Location Policy
• OPACs – locations noted?
• Dewey Decimal and/or a real location noted in software?
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#6 - So if OPAC is most important…
Make time to evaluate and match your library’s signage to the location information on your OPAC
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Barcodes
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Evaluating your barcodes
• How many digits does your current barcode have?
• Is the whole barcode in your data or just in the display?
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More about barcodes
• 14 digit is the standard• Smart barcodes or dumb (also
called random or generic) barcodes best for you?• Location of barcodes and why• Codabar or Code 39 desirable
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Barcode format
Digits: 1 2 3 4 5 6 7 8 9 10 11 12 13 14
Meaning: Item or patron (3 for items and2 for patrons)
Institution number
Item or Patron Identification Number
Check Digit
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#7 – So if you need time to re-barcode your items – add
it to your timeline
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What are YOU moving to your new ILS? ?
What are YOU moving to your new ILS? ?
Data Migration
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The World of Data
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Minimum = 2 record types
Bibliographic User
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MARC Bibliographic Record
.010. |a73005229
.100. 10|aStevens, Joseph L.
.245. 10|aImpact of Federal legislation and programs on private land in urban and metropolitan development|c[by] Joseph L. Stevens.
.260. 0 |aNew York,|bPraeger|c[1972]
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MARC Record (cont.)
.300. |a2 v.|c25 cm.
.490. 0 |aPraeger special studies in U.S. economic, social, and political issues
.504. |aBibliography: p. 191-232.
.650. 0|aHousing|zUnited States|xLaw.
.650. 0|aCity planning and redevelopment law|zUnited States
.
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MARC Record (cont.)
.949. |aKF5729 .S7|vVOL 1|wLC |c1|3131000011800|lSTACKS|mMAIN|tBOOK|u4/12/89
.949. |aKF5729 .S7|vVOL 2 |wLC|c1|i32131000011801|lSTACKS|mMAIN|tBOOK|u4/12/89
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User Record Formats
• FORM=LDUSER• .USER_ID. |a1324567• .USER_ALT_ID. |a123-45-6789 • .USER_ROUTING_FLAG. |aY• .USER_TITLE. |aMs.• .USER_NAME. |aBlair, Mary.• .USER_LIBRARY. |aEastwood
• FORM=LDUSER• .USER_ID. |a1324567• .USER_ALT_ID. |a123-45-6789 • .USER_ROUTING_FLAG. |aY• .USER_TITLE. |aMs.• .USER_NAME. |aBlair, Mary.• .USER_LIBRARY. |aEastwood
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User Record Format (cont.)
• .USER_PROFILE. |aADULT-RES• .USER_ACCESS. |aPUBLIC• .USER_ENVIRONMENT. |aGENERIC• .USER_CATEGORY1. |aFemale• .USER_CATEGORY2. |aADULT • .USER_PIN. |aMLB• .USER_CLAIMS_RET. |a3
• .USER_PROFILE. |aADULT-RES• .USER_ACCESS. |aPUBLIC• .USER_ENVIRONMENT. |aGENERIC• .USER_CATEGORY1. |aFemale• .USER_CATEGORY2. |aADULT • .USER_PIN. |aMLB• .USER_CLAIMS_RET. |a3
User Record Formats (cont.)
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• .USER_MAILINGADDR. |a1• .USER_ADDR1_BEGIN.• .STREET. |a632 Petaluma Avenue• .CITY/STATE. |aBirmingham, AL• .ZIP. |a35210• .HOMEPHONE. |a338-6887• .USER_ADDR1_END.
• .USER_MAILINGADDR. |a1• .USER_ADDR1_BEGIN.• .STREET. |a632 Petaluma Avenue• .CITY/STATE. |aBirmingham, AL• .ZIP. |a35210• .HOMEPHONE. |a338-6887• .USER_ADDR1_END.
User Record FormatsUser Record Formats (cont.)
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User Record FormatsUser Record Formats (cont.)
• USER_ADDR2_BEGIN.• .WORKPHONE. |a555-1212• .USER_ADDR2_END.• .USER_BIRTH_DATE. |a19620930• .USER_XINFO_BEGIN.• .NOTE. |aVolunteers for SRP• .USER_XINFO_END.
• USER_ADDR2_BEGIN.• .WORKPHONE. |a555-1212• .USER_ADDR2_END.• .USER_BIRTH_DATE. |a19620930• .USER_XINFO_BEGIN.• .NOTE. |aVolunteers for SRP• .USER_XINFO_END.
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#8 – Do not assume - Make sure all data is in your listed in your contract
• Bibliographic (title)• Item• User (patron)• Charges• Bills• Vendor• Serial Checkin
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What are the advantages of SaaS, ASP, or vendor hosted ILS?
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• Backups – Daily, weekly, monthly?
• Trouble shoot hardware problems?
Comp
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Perform upgrades to new releases?
Replace hardware as needed?
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• ASP – Application Service Provider• SaaS- Software as a Service• Vendor hosted ILS
Compute
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#10 – Pitfalls to Avoid
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Written Plan detailing all tasks
Take all the training offered
by vendor
Weed Profusely
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14 digit barcodes
Signage
All data listed
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Your ILS is only a tool
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Good Luck on your Journey!