Illustrations |
|
xv | |
Foreword |
|
xvii | |
Acknowledgments |
|
xix | |
Introduction |
|
xxi | |
Chapter 1 Integrated Library System (ILS) Defined |
|
1 | (16) |
|
ILS Characteristics as an Information System |
|
|
2 | (10) |
|
|
3 | (2) |
|
ILS Modularity, Modules, and Functions |
|
|
5 | (1) |
|
Discovery Interface versus Online Catalog Interface |
|
|
5 | (2) |
|
Discovery Service versus Discovery Interface |
|
|
7 | (13) |
|
|
8 | (1) |
|
|
9 | (1) |
|
|
9 | (1) |
|
|
9 | (1) |
|
|
10 | (1) |
|
|
10 | (1) |
|
|
11 | (1) |
|
Electronic Resource Management Module |
|
|
11 | (1) |
|
|
11 | (1) |
|
Textbook Management Module |
|
|
12 | (1) |
|
The Changing Nature of the ILS |
|
|
12 | (1) |
|
|
13 | (1) |
|
|
14 | (1) |
|
|
15 | (2) |
Chapter 2 Library Automation Life Cycle (LALC) Phase 1: System Identification and Planning |
|
17 | (18) |
|
Library Automation Life Cycle |
|
|
19 | (1) |
|
LALC Phase 1: System Identification and Planning |
|
|
20 | (10) |
|
Acquiring Basic Knowledge |
|
|
20 | (3) |
|
|
23 | (1) |
|
|
24 | (12) |
|
|
25 | (1) |
|
|
25 | (3) |
|
|
28 | (1) |
|
|
28 | (1) |
|
|
28 | (1) |
|
|
29 | (1) |
|
Assessing Potential Risks |
|
|
29 | (1) |
|
Project Planning Document |
|
|
29 | (1) |
|
Role of the Project Manager |
|
|
30 | (1) |
|
|
31 | (1) |
|
|
32 | (1) |
|
|
33 | (2) |
Chapter 3 LALC Phase 2: Gathering User Requirements |
|
35 | (16) |
|
Characteristics of Gathering User Requirements |
|
|
36 | (1) |
|
Methods for Gathering User Requirements |
|
|
36 | (10) |
|
|
37 | (4) |
|
Interviewing Staff and Administrators |
|
|
38 | (1) |
|
|
39 | (1) |
|
|
40 | (1) |
|
Transcribing, Coding, and Analyzing the Interviews |
|
|
41 | (1) |
|
|
41 | (1) |
|
|
42 | (2) |
|
|
43 | (1) |
|
|
44 | (1) |
|
|
44 | (1) |
|
|
45 | (1) |
|
Analysis of Work Documents and Procedures |
|
|
46 | (1) |
|
|
46 | (1) |
|
Outcomes of Gathering User Requirements |
|
|
46 | (2) |
|
|
48 | (1) |
|
|
48 | (1) |
|
|
49 | (2) |
Chapter 4 LALC Phase 3: Structuring User Requirements and Selecting a System |
|
51 | (38) |
|
Structuring User Requirements |
|
|
52 | (12) |
|
Prioritizing ILS Software |
|
|
54 | (3) |
|
|
57 | (1) |
|
Advantages of Developing an RFP |
|
|
57 | (1) |
|
Disadvantages of Developing an RFP |
|
|
58 | (1) |
|
General Guidelines for Preparing the RFP Document |
|
|
58 | (1) |
|
|
59 | (1) |
|
Instructions to the Vendor |
|
|
60 | (3) |
|
Introduction to the Library |
|
|
60 | (1) |
|
Purpose for Procuring an ILS |
|
|
60 | (1) |
|
Library Current Technology Environment |
|
|
60 | (1) |
|
|
61 | (1) |
|
Items to Be Supplied by the Vendor |
|
|
61 | (1) |
|
Vendor Response to Terms and Conditions |
|
|
61 | (1) |
|
Vendor Answers to Questions |
|
|
61 | (1) |
|
Request for Price Quotation |
|
|
61 | (1) |
|
Notice of Intent to Respond |
|
|
62 | (1) |
|
|
62 | (1) |
|
Criteria for Evaluating Vendor Responses to the RFP |
|
|
62 | (1) |
|
Evaluation of Vendor Responses to the RFP |
|
|
63 | (1) |
|
Contract Negotiation to Purchase the ILS |
|
|
63 | (1) |
|
|
64 | (1) |
|
|
65 | (1) |
|
|
65 | (10) |
|
Proprietary ILS for School Libraries |
|
|
65 | (3) |
|
|
65 | (1) |
|
|
66 | (1) |
|
|
67 | (1) |
|
|
67 | (1) |
|
|
67 | (1) |
|
Proprietary ILS for Special Libraries |
|
|
68 | (2) |
|
|
68 | (1) |
|
|
69 | (1) |
|
|
69 | (1) |
|
|
70 | (1) |
|
Proprietary ILS for Public Libraries |
|
|
70 | (3) |
|
|
70 | (1) |
|
|
71 | (1) |
|
|
71 | (1) |
|
|
72 | (1) |
|
Open-Source ILS for Small Libraries |
|
|
73 | (1) |
|
|
73 | (1) |
|
|
74 | (1) |
|
Open-Source ILS for Public Libraries |
|
|
74 | (1) |
|
|
74 | (1) |
|
Software for Large Libraries |
|
|
75 | (7) |
|
Library Services Platforms (LSPs) |
|
|
75 | (3) |
|
|
75 | (1) |
|
Worldshare Management Services |
|
|
76 | (1) |
|
|
77 | (1) |
|
|
78 | (1) |
|
Proprietary ILS for Large Public Libraries |
|
|
78 | (2) |
|
|
78 | (1) |
|
|
79 | (1) |
|
|
80 | (1) |
|
Proprietary ILS for Large Academic Libraries |
|
|
80 | (2) |
|
|
80 | (1) |
|
|
81 | (1) |
|
|
82 | (1) |
|
Open-Source ILS for Large Libraries |
|
|
82 | (2) |
|
|
82 | (1) |
|
|
82 | (1) |
|
|
83 | (1) |
|
|
83 | (6) |
|
|
83 | (1) |
|
|
84 | (1) |
|
|
84 | (1) |
|
|
85 | (2) |
|
|
87 | (2) |
Chapter 5 LALC Phase 4: System Implementation. |
|
|
Part I. Preparing the Collection for the Integrated Library System |
|
|
89 | (28) |
|
|
90 | (1) |
|
Weeding Circulation and Other Records |
|
|
90 | (1) |
|
|
91 | (1) |
|
|
91 | (1) |
|
Retrospective Conversion (Recon) |
|
|
92 | (7) |
|
|
92 | (3) |
|
Choosing a Recon Outsourcing Vendor |
|
|
92 | (2) |
|
Advantages of Outsourcing Recon |
|
|
94 | (1) |
|
Disadvantages of Outsourcing Recon |
|
|
95 | (1) |
|
In-House Conversion Process |
|
|
95 | (1) |
|
Web-Based Free MARC Services |
|
|
96 | (3) |
|
|
97 | (1) |
|
Advantages of In-House Recon |
|
|
98 | (1) |
|
Disadvantages of In-House Recon |
|
|
98 | (1) |
|
Hybrid Conversion Process |
|
|
99 | (1) |
|
|
99 | (4) |
|
Cost Analysis for Outsourcing Recon |
|
|
100 | (1) |
|
|
100 | (1) |
|
Cost Analysis for In-House Recon |
|
|
101 | (4) |
|
Cost Analysis Estimate for Conversion by a Professional and a Technical Staff Member |
|
|
101 | (1) |
|
Expected Time to Complete the Recon Project |
|
|
101 | (2) |
|
How to Apply the Equation? |
|
|
103 | (1) |
|
|
103 | (1) |
|
|
103 | (2) |
|
|
105 | (3) |
|
Bibliographic Framework Transition Initiative and BIBFRAME |
|
|
105 | (1) |
|
Functional Requirements for Bibliographic Records (FRBR) |
|
|
105 | (1) |
|
Anglo-American Cataloging Rules, Second Revised Edition (AACR2R) |
|
|
106 | (1) |
|
Resource Description and Access (RDA) |
|
|
106 | (2) |
|
|
108 | (5) |
|
|
108 | (1) |
|
|
108 | (1) |
|
Radio Frequency Identification (RFID) |
|
|
109 | (1) |
|
|
109 | (1) |
|
|
109 | (1) |
|
Acquiring Standard Barcodes |
|
|
110 | (1) |
|
Procedures for Barcoding the Collection with Standard Barcodes |
|
|
110 | (2) |
|
Placing Standard Barcodes on Print Materials |
|
|
111 | (1) |
|
Placing Standard Barcodes on Digital and Other Media |
|
|
112 | (1) |
|
Protecting Standard Barcodes |
|
|
112 | (1) |
|
Tagging Materials with RFID |
|
|
112 | (1) |
|
Other Barcodes Used in Libraries |
|
|
113 | (1) |
|
|
113 | (1) |
|
|
114 | (2) |
|
|
116 | (1) |
Chapter 6 LALC Phase 4: System Implementation. |
|
|
Part II Installation, Testing, Facility, Training, and Tracking System Use |
|
|
117 | (16) |
|
|
118 | (1) |
|
|
118 | (1) |
|
|
118 | (1) |
|
|
118 | (1) |
|
Single-Location Installation |
|
|
118 | (1) |
|
|
118 | (1) |
|
Testing On-Site Hosted ILS |
|
|
119 | (1) |
|
|
119 | (1) |
|
|
119 | (1) |
|
|
119 | (1) |
|
Testing For Open-Source ILS |
|
|
120 | (1) |
|
|
120 | (3) |
|
|
121 | (1) |
|
Cataloging and MARC 21 Data |
|
|
121 | (2) |
|
Circulation and Patron Data |
|
|
122 | (1) |
|
|
122 | (1) |
|
Site/Facility Preparation |
|
|
123 | (1) |
|
|
123 | (1) |
|
|
123 | (1) |
|
|
123 | (1) |
|
|
123 | (1) |
|
|
124 | (1) |
|
ILS Documentation, Maintenance, and Support |
|
|
124 | (1) |
|
|
124 | (4) |
|
|
125 | (1) |
|
|
125 | (1) |
|
Network and Computer Security |
|
|
125 | (1) |
|
|
126 | (1) |
|
|
126 | (2) |
|
|
128 | (1) |
|
|
128 | (1) |
|
|
128 | (1) |
|
|
129 | (1) |
|
|
130 | (1) |
|
|
131 | (1) |
|
|
132 | (1) |
Chapter 7 Software, Hardware, and Network Architecture |
|
133 | (18) |
|
|
133 | (3) |
|
|
134 | (1) |
|
|
134 | (1) |
|
|
134 | (1) |
|
|
134 | (1) |
|
Software-as-a-Service (SaaS) |
|
|
134 | (1) |
|
Multitenant Software Hosting |
|
|
135 | (1) |
|
|
135 | (1) |
|
|
135 | (1) |
|
Single-Tenant Software Hosting |
|
|
135 | (1) |
|
|
135 | (1) |
|
|
136 | (1) |
|
|
136 | (1) |
|
|
136 | (1) |
|
|
136 | (1) |
|
|
136 | (2) |
|
|
137 | (1) |
|
|
137 | (1) |
|
|
137 | (1) |
|
|
137 | (4) |
|
Platform-as-a-Service (PaaS) |
|
|
137 | (1) |
|
Infrastructure-as-a-Service (IaaS) |
|
|
137 | (1) |
|
Advantages of Cloud Computing |
|
|
138 | (1) |
|
Disadvantages of Cloud Computing |
|
|
139 | (1) |
|
|
140 | (1) |
|
|
141 | (3) |
|
|
142 | (2) |
|
Digital Subscriber Line (DSL) |
|
|
143 | (1) |
|
|
143 | (1) |
|
|
143 | (1) |
|
|
144 | (1) |
|
Network Protocols, Topologies, and Standards |
|
|
144 | (3) |
|
|
144 | (1) |
|
Internet Protocol Version 6 (IPv6) |
|
|
144 | (1) |
|
|
145 | (1) |
|
|
145 | (8) |
|
|
146 | (1) |
|
|
147 | (1) |
|
|
148 | (3) |
Chapter 8 System (ILS) Migration |
|
151 | (12) |
|
|
152 | (1) |
|
|
152 | (1) |
|
|
153 | (4) |
|
|
153 | (4) |
|
|
154 | (1) |
|
Data Extraction and Testing |
|
|
155 | (2) |
|
Data Migration Through Outsourcing |
|
|
157 | (2) |
|
Criteria for Choosing a Data Migration Outsourcing Company |
|
|
157 | (8) |
|
|
158 | (1) |
|
|
159 | (1) |
|
|
160 | (1) |
|
|
161 | (1) |
|
|
162 | (1) |
Chapter 9 LALC Phase 5: Evaluating System Use Through Usability |
|
163 | (30) |
|
|
165 | (4) |
|
User Characteristics or Attributes |
|
|
165 | (2) |
|
|
166 | (1) |
|
|
166 | (1) |
|
|
167 | (1) |
|
|
167 | (1) |
|
|
167 | (1) |
|
|
168 | (1) |
|
|
168 | (1) |
|
|
168 | (1) |
|
|
168 | (1) |
|
|
168 | (1) |
|
Collecting Data About Users |
|
|
169 | (2) |
|
|
171 | (9) |
|
Methods with Expert Reviewers |
|
|
171 | (1) |
|
|
172 | (1) |
|
Identification of Design Elements to Evaluate |
|
|
172 | (1) |
|
Jakob Nielsen's Heuristics |
|
|
173 | (3) |
|
Visibility of System Status |
|
|
173 | (1) |
|
Match between System and the Real World |
|
|
173 | (1) |
|
|
173 | (1) |
|
Consistency and Standards |
|
|
174 | (1) |
|
|
174 | (1) |
|
Recognition Rather than Recall |
|
|
174 | (1) |
|
Flexibility and Efficiency of Use |
|
|
175 | (1) |
|
Aesthetic and Minimalist Design |
|
|
175 | (1) |
|
Help Users Recognize, Diagnose, and Recover from Errors |
|
|
175 | (1) |
|
|
175 | (1) |
|
Eight Golden Rules for Usability |
|
|
176 | (1) |
|
Donald Norman's Seven Principles for Usability Assessment |
|
|
176 | (1) |
|
|
177 | (3) |
|
|
177 | (1) |
|
|
178 | (1) |
|
Scenarios, Success, and Failure Stories |
|
|
179 | (1) |
|
|
180 | (6) |
|
|
180 | (1) |
|
|
181 | (2) |
|
|
181 | (1) |
|
|
182 | (1) |
|
Semistructured Interviews |
|
|
182 | (1) |
|
|
183 | (1) |
|
|
183 | (1) |
|
|
183 | (1) |
|
|
184 | (1) |
|
Going beyond Traditional Data Collection Methods |
|
|
184 | (2) |
|
|
184 | (1) |
|
|
185 | (1) |
|
|
185 | (1) |
|
|
186 | (1) |
|
|
187 | (1) |
|
|
188 | (2) |
|
|
190 | (3) |
Chapter 10 Library Automation "On the Move" |
|
193 | (8) |
|
|
197 | (1) |
|
|
198 | (3) |
Appendix: Sample Request for Proposal by the Brentwood Library, Brentwood, TN |
|
201 | (64) |
Glossary of Terms |
|
265 | (6) |
Index |
|
271 | |