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08/26/22 Cendrella Habre (chabre @lau.edu.lb) 1 By Cendrella Habre Automation Librarian Lebanese American University LEBANESE LIBRARY ASSOCIATION Lecture March 11, 2005 Planning for Library Automation

Planning for Library Automation

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Page 1: Planning for Library Automation

04/12/23 Cendrella Habre ([email protected])

1

By

Cendrella Habre

Automation Librarian

Lebanese American University

LEBANESE LIBRARY ASSOCIATION

Lecture

March 11, 2005

Planning for Library Automation

Page 2: Planning for Library Automation

04/12/23 Cendrella Habre ([email protected])

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Efficiency of Automation

• Budget Control

• Productivity

• Access

• Quality Control (Mainly)

Page 3: Planning for Library Automation

04/12/23 Cendrella Habre ([email protected])

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Automation vs. Library Status

• Moving from manual to online

• Migrating from one ILS to another

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Planning for AutomationPre-planning phase

• Assign project manager (Automation/Systems Librarian)

• Send proposal to higher administration for approval (project and budget)

• Create an adhoc committee (never be the only decision-maker)

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Manual to Online Planning for Automation

Phase 1• Data Collection/Assessment:

– Number of titles and volumes in your Number of titles and volumes in your collectioncollection

– Circulation informationCirculation information

– PatronsPatrons

– AcquisitionsAcquisitions– Usage data Usage data ((average and peakaverage and peak))

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Manual to Online Planning for Automation

Phase 2

• Selecting the System:– Professional literatureProfessional literature

– Professional contactsProfessional contacts

– Limitations Limitations ((ii..ee..,Oracle, budget, etc,Oracle, budget, etc.).)

– RFPRFP

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Manual to Online Planning for Automation

Phase 3

• Retrospective conversion:– Shelflist analysis Shelflist analysis ((inventory before or inventory before or

after?)after?)

– Inhouse vsInhouse vs. . outsourcingoutsourcing

– BarcodingBarcoding

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Old to New ILS

• Life span: 10-15 years• Project manager• Keep a sane schedule (move slowly -- per module)• Communicate (with staff, administration, public)• Train strategically (staff trainer or paid trainer)• Keep focused vs. accomplishing daily work• Migrate (extract data, establish workflow,

establish a test database, review data carefully, migrate the data)

• Assess new system

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Helpful SourcesHelpful Sources• Abdallah, C.H. (2000). Guidelines for retrospective conversion of

library collections. LLA Newsletter, 7(2), pp.20-23.• Abdallah, C.H. (1999). Phases of library automation. LLA

Newsletter,7(1), pp.20-24.• Abdallah, C.H. (1999). Why automate?. LLA Newsletter, 6(2&3),

pp.14-16.• Breeding, M. (2004). Migration down, innovation up: Consortia

purchasing on the rise, more school libraries buy through districts. Library Journal, 129(6), pp.46-58.

• Seeman, C. (2003). Migrating successfully: Corey Seeman offers eight points to keep your system migration on track. Library Journal, 128(17), pp.S16-19.

• Walker, N. (2003). Model RFP for integrated library system products. Library Technology Reports, 39(4), pp.1-64.

• www.biblio-tech.com AND www.openrfp.com

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Being flexible & team work is the key for a successful ILS

implementation/migration

GO FOR IT!GO FOR IT!