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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
04/12/23 Cendrella Habre ([email protected])
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Efficiency of Automation
• Budget Control
• Productivity
• Access
• Quality Control (Mainly)
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
04/12/23 Cendrella Habre ([email protected])
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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)
04/12/23 Cendrella Habre ([email protected])
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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!