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E-raamat: Library Automation: Core Concepts and Practical Systems Analysis

  • Formaat: 312 pages
  • Ilmumisaeg: 26-Mar-2014
  • Kirjastus: Libraries Unlimited Inc
  • Keel: eng
  • ISBN-13: 9798216111191
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  • Formaat: 312 pages
  • Ilmumisaeg: 26-Mar-2014
  • Kirjastus: Libraries Unlimited Inc
  • Keel: eng
  • ISBN-13: 9798216111191
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Recent advances in technology such as cloud computing, recent industry standards such as RFID, bibliographic standards like RDA and BIBFRAME, the increased adoption of open source integrated library systems (ILS), and continued shift in users' expectations have increased the complexity of the decision regarding ILS for all types of libraries.

Recent advances in technology such as cloud computing, recent industry standards such as RFID, bibliographic standards like RDA and BIBFRAME, the increased adoption of open source integrated library systems (ILS), and continued shift in users' expectations have increased the complexity of the decision regarding ILS for all types of libraries.

In a complete re-envisioning of the previous edition, Automating Media Centers and Small Libraries: A Microcomputer-Based Approach, Dania Bilal conceptualizes library automation in the Library Automation Life Cycle (LALC) that is informed by the systems development lifecycle (SDLC). She explains how the next-generation discovery services supported in the library services platforms (LSPs) provide a single point of access to library content in all types and formats, thereby offering a unified solution to managing library operations. The book covers methods of analyzing user requirements, describes how to structure these requirements in RFPs, and details proprietary and open-source integrated library systems (ILSs) and LSPs for school, public, special, and academic libraries. Up-to-date information is provided about ILS software installation and testing, software and hardware architecture such as single- and multi-tenant SaaS and Paas and IaaS, and usability assessment strategies for evaluating the ILS or LSP. The author concludes by describing what is likely coming next in the library automation arena.

Arvustused

Bilal's book discusses all aspects of library automation, from gathering user requirements to system implementation to evaluating system use. . . . [ A] welcome supplement to many of the textbooks that LIS students are required to purchase. . . . The information in this book is concise; it never becomes boring or difficult to read. . . . [ A]n excellent addition to any introductory librarianship course. * VOYA * The third edition of Dania Bilal's Library Automation is a concise and well-organized introduction to library automation, focusing to a significant degree on workflow issues as well as technologies and situating automation within the framework of library management. It is written primarily for readers new to the information professions and has been designed to serve as an introductory text for a course on library automation or digital libraries. Its principal strength is its treatment of the planning processes associated with the installation of a new system or migration from an older system to a new one. . . . If your library supports a LIS educational program or a program for staff development, the third edition Bilal's Library Automation is probably worth adding to the collection. * Technical Services Quarterly *

Muu info

Recent advances in technology such as cloud computing, recent industry standards such as RFID, bibliographic standards like RDA and BIBFRAME, the increased adoption of open source integrated library systems (ILS), and continued shift in users' expectations have increased the complexity of the decision regarding ILS for all types of libraries.
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)
Types of ILS Software
3(2)
ILS Modularity, Modules, and Functions
5(1)
Discovery Interface versus Online Catalog Interface
5(2)
Discovery Service versus Discovery Interface
7(13)
Cataloging Module
8(1)
Circulation Module
9(1)
Acquisitions Module
9(1)
Serials Module
9(1)
Interlibrary Loan Module
10(1)
Authority Control Module
10(1)
Media Management Module
11(1)
Electronic Resource Management Module
11(1)
Digital Asset Module
11(1)
Textbook Management Module
12(1)
The Changing Nature of the ILS
12(1)
Summary
13(1)
References
14(1)
Websites
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)
Project Planning
23(1)
Project Feasibility
24(12)
Technical Feasibility
25(1)
Budgetary Feasibility
25(3)
Operational Feasibility
28(1)
Schedule Feasibility
28(1)
Political Feasibility
28(1)
Legal Feasibility
29(1)
Assessing Potential Risks
29(1)
Project Planning Document
29(1)
Role of the Project Manager
30(1)
Summary
31(1)
References
32(1)
Websites
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)
Interviews
37(4)
Interviewing Staff and Administrators
38(1)
Interviewing Patrons
39(1)
Recording the Interviews
40(1)
Transcribing, Coding, and Analyzing the Interviews
41(1)
Survey Questionnaires
41(1)
Observations
42(2)
Direct Observation
43(1)
Indirect Observation
44(1)
Diaries or Journal Logs
44(1)
Logs and Data Analytics
45(1)
Analysis of Work Documents and Procedures
46(1)
Determining Priorities
46(1)
Outcomes of Gathering User Requirements
46(2)
Summary
48(1)
References
48(1)
Websites
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)
The RFP Document
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)
Content of the RFP
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)
Terms and Conditions
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)
Software Specifications
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)
Summary
64(1)
Selected ILS Products
65(1)
ILS For Small Libraries
65(10)
Proprietary ILS for School Libraries
65(3)
Destiny Library Manager
65(1)
Alexandria
66(1)
Atriuum
67(1)
LibraryWorld
67(1)
Library.Solution
67(1)
Proprietary ILS for Special Libraries
68(2)
EOS.Web
68(1)
Inmagic Inc.
69(1)
SydneyPlus
69(1)
Cuadra STAR
70(1)
Proprietary ILS for Public Libraries
70(3)
Apollo
70(1)
Agent VERSO
71(1)
Atriuum
71(1)
Library.Solution
72(1)
Open-Source ILS for Small Libraries
73(1)
Koha
73(1)
OPALS
74(1)
Open-Source ILS for Public Libraries
74(1)
Evergreen
74(1)
Software for Large Libraries
75(7)
Library Services Platforms (LSPs)
75(3)
Alma
75(1)
Worldshare Management Services
76(1)
Sierra Services Platform
77(1)
Intota
78(1)
Proprietary ILS for Large Public Libraries
78(2)
Symphony
78(1)
Polaris
79(1)
Carl.X
80(1)
Proprietary ILS for Large Academic Libraries
80(2)
Aleph
80(1)
Millennium
81(1)
Symphony
82(1)
Open-Source ILS for Large Libraries
82(2)
Evergreen
82(1)
Kuali OLE
82(1)
Other Open-Source ILS
83(1)
Social Online Catalogs
83(6)
Social OPAC (SOPAC)
83(1)
LibraryThing
84(1)
Note
84(1)
References
85(2)
Websites
87(2)
Chapter 5 LALC Phase 4: System Implementation.
Part I. Preparing the Collection for the Integrated Library System
89(28)
Collection Weeding
90(1)
Weeding Circulation and Other Records
90(1)
Collection Inventory
91(1)
Shelffist Analysis
91(1)
Retrospective Conversion (Recon)
92(7)
Outsourcing Recon
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)
Creating MARC Records
97(1)
Advantages of In-House Recon
98(1)
Disadvantages of In-House Recon
98(1)
Hybrid Conversion Process
99(1)
Cost Analysis
99(4)
Cost Analysis for Outsourcing Recon
100(1)
Scenario
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)
Bibliographic Standards
103(1)
MARC 21
103(2)
MARCXML
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)
Barcoding the Collection
108(5)
Barcodes
108(1)
Type of Barcodes
108(1)
Radio Frequency Identification (RFID)
109(1)
Advantages of RFID
109(1)
Disadvantages of RFID
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)
Summary
113(1)
References
114(2)
Websites
116(1)
Chapter 6 LALC Phase 4: System Implementation.
Part II Installation, Testing, Facility, Training, and Tracking System Use
117(16)
Installation
118(1)
On-Site Installation
118(1)
Direct Installation
118(1)
Parallel Installation
118(1)
Single-Location Installation
118(1)
Phase Installation
118(1)
Testing On-Site Hosted ILS
119(1)
Incremental Testing
119(1)
Integrated Testing
119(1)
Full Testing
119(1)
Testing For Open-Source ILS
120(1)
Configuring the ILS
120(3)
Data Import into the ILS
121(1)
Cataloging and MARC 21 Data
121(2)
Circulation and Patron Data
122(1)
Other Data
122(1)
Site/Facility Preparation
123(1)
Hardware
123(1)
Computers
123(1)
Staff Clients
123(1)
Printers
123(1)
Furniture
124(1)
ILS Documentation, Maintenance, and Support
124(1)
Maintenance
124(4)
Environmental Care
125(1)
Data Backup
125(1)
Network and Computer Security
125(1)
Antitheft Gates
126(1)
Database Cleanup
126(2)
Training
128(1)
Staff
128(1)
Patrons
128(1)
Tracking System Use
129(1)
Summary
130(1)
References
131(1)
Websites
132(1)
Chapter 7 Software, Hardware, and Network Architecture 133(18)
Software Architecture
133(3)
On-Site Software Hosting
134(1)
Advantages
134(1)
Disadvantages
134(1)
Cloud Software Hosting
134(1)
Software-as-a-Service (SaaS)
134(1)
Multitenant Software Hosting
135(1)
Advantages
135(1)
Disadvantages
135(1)
Single-Tenant Software Hosting
135(1)
Advantages
135(1)
Disadvantages
136(1)
Remote Software Hosting
136(1)
Advantages
136(1)
Disadvantages
136(1)
Hardware Architecture
136(2)
On-Site Hardware Hosting
137(1)
Advantages
137(1)
Disadvantages
137(1)
Cloud Hardware Hosting
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)
Contract Negotiation
140(1)
Network Architecture
141(3)
Broadband
142(2)
Digital Subscriber Line (DSL)
143(1)
Coaxial Cable
143(1)
Fiber-Optic Cable
143(1)
Wireless
144(1)
Network Protocols, Topologies, and Standards
144(3)
Protocols
144(1)
Internet Protocol Version 6 (IPv6)
144(1)
Topologies
145(1)
Standards
145(8)
Modern Ethernet
146(1)
Summary
147(1)
References
148(3)
Chapter 8 System (ILS) Migration 151(12)
What Is Migration?
152(1)
Why Migrate?
152(1)
The Process of Migration
153(4)
Tasks to Undertake
153(4)
Data Cleanup
154(1)
Data Extraction and Testing
155(2)
Data Migration Through Outsourcing
157(2)
Criteria for Choosing a Data Migration Outsourcing Company
157(8)
Questions to Ask
158(1)
Successful Migration
159(1)
Summary
160(1)
References
161(1)
Websites
162(1)
Chapter 9 LALC Phase 5: Evaluating System Use Through Usability 163(30)
Usability Dimensions
165(4)
User Characteristics or Attributes
165(2)
Children as Users
166(1)
Adults as Users
166(1)
Older Adults as Users
167(1)
Users with Special Needs
167(1)
System Attributes
167(1)
Learnability
168(1)
Memorability
168(1)
Errors
168(1)
Satisfaction
168(1)
Task Attributes
168(1)
Collecting Data About Users
169(2)
Usability Methods
171(9)
Methods with Expert Reviewers
171(1)
Usability Heuristics
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)
User Control and Freedom
173(1)
Consistency and Standards
174(1)
Error Prevention
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)
Help and Documentation
175(1)
Eight Golden Rules for Usability
176(1)
Donald Norman's Seven Principles for Usability Assessment
176(1)
Cognitive Walkthrough
177(3)
Preparatory Phase
177(1)
Analysis Phase
178(1)
Scenarios, Success, and Failure Stories
179(1)
Methods Involving Users
180(6)
Surveys
180(1)
Interviews
181(2)
Structured Interviews
181(1)
Unstructured Interviews
182(1)
Semistructured Interviews
182(1)
Observation
183(1)
Direct Observation
183(1)
Indirect Observation
183(1)
Focus Groups
184(1)
Going beyond Traditional Data Collection Methods
184(2)
Contextual Inquiry
184(1)
Task Analysis
185(1)
Experimental Testing
185(1)
Getting Started
186(1)
Summary
187(1)
References
188(2)
Websites
190(3)
Chapter 10 Library Automation "On the Move" 193(8)
References
197(1)
Websites
198(3)
Appendix: Sample Request for Proposal by the Brentwood Library, Brentwood, TN 201(64)
Glossary of Terms 265(6)
Index 271
Dania Bilal is professor of information sciences at the School of Information Sciences, College of Communication and Information at the University of Tennessee, Knoxville, TN.