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Integrated Library Systems Martin R. Kalfatovic Smithsonian Institution Libraries
 
Elements of an ILS
Elements of an ILS <ul><li>Circulation  </li></ul><ul><li>Acquisitions  </li></ul><ul><li>Cataloging  </li></ul>
Elements of an ILS <ul><li>Serials Control  </li></ul><ul><li>Integration with Other Information  Resources </li></ul><ul>...
Circulation
Circulation A fairly simple aspect of the library to automate, since it is basically an inventory system ...
Circulation Often the first aspect of libraries to be automated ...
Circulation Very basic hardware needed for circulation:
Circulation <ul><li>Central Processing Unit (CPU)  </li></ul><ul><li>Barcode Wand (or similar device)  </li></ul><ul><li>K...
Circulation Item Records (Bibliographic Records)
Circulation
Circulation
Circulation …  and Patron Records need only minimal information to be effective...
Circulation
Circulation
Circulation
Circulation Must be an ONLINE versus OFFLINE Activity.
Acquisitions
Acquisitions Key elements: Item Record (need not be extensive) …
Acquisitions
Acquisitions …  Vendor Information …
Acquisitions
Acquisitions … and Account Information.
Acquisitions <ul><li>Maintain standing and serial orders  </li></ul><ul><li>Track funds  </li></ul><ul><li>Keep balances  ...
Acquisitions <ul><li>Transmit data to vendors (via printed forms or, increasingly, electronically) </li></ul><ul><li>Integ...
Cataloging
Cataloging Must be able to handle standard formats such as MARC and MARC Holdings as well as integrate non-MARC formats in...
Cataloging Must maintain Authority Records in a standard manner...
Cataloging
Cataloging
Cataloging
Cataloging
Cataloging
Cataloging Must link with appropriate bibliographic utilities (e.g. OCLC and RLIN)
Cataloging
Serials
Serials Often the most complex automation task due to the periodic nature of serials and the labor intensive efforts for r...
Serials
Serials
Serials
Serials
Serials
Serials
Serials
OPAC
OPAC Many vendors remain, but there has been much  consolidation  in the industry in the past few years...
OPAC And interfaces have changed over the years …
OPAC <ul><li>Character-based  </li></ul><ul><li>Proprietary GUI  </li></ul><ul><li>Telnet (vt100, etc.)  </li></ul><ul><li...
OPAC
OPAC
OPAC
OPAC
OPAC
Integration
Integration
Integration
Integration Record
Integration <ul><li>ALADIN  </li></ul><ul><li>SIRIS  </li></ul>Provide links to other information resources:
Selection
Selection Rapid Change - the average lifespan of an ILS is 3-5 years; vendors are consolidating and merging ...
Selection This rapid rate of change will have an impact on staff training, patron training, budgets, workflow -- in essenc...
Selection With proper planning, the disruptions of incurred with implementing a new system can be minimized (but never eli...
Conclusion
 
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Integrated Library Systems

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Presentation given at the FLICC Institute for Federal Library Technicians (August 8, 2001)

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Transcript of "Integrated Library Systems"

  1. 1. Integrated Library Systems Martin R. Kalfatovic Smithsonian Institution Libraries
  2. 3. Elements of an ILS
  3. 4. Elements of an ILS <ul><li>Circulation </li></ul><ul><li>Acquisitions </li></ul><ul><li>Cataloging </li></ul>
  4. 5. Elements of an ILS <ul><li>Serials Control </li></ul><ul><li>Integration with Other Information Resources </li></ul><ul><li>Selection </li></ul>
  5. 6. Circulation
  6. 7. Circulation A fairly simple aspect of the library to automate, since it is basically an inventory system ...
  7. 8. Circulation Often the first aspect of libraries to be automated ...
  8. 9. Circulation Very basic hardware needed for circulation:
  9. 10. Circulation <ul><li>Central Processing Unit (CPU) </li></ul><ul><li>Barcode Wand (or similar device) </li></ul><ul><li>Keyboard </li></ul><ul><li>Printer </li></ul><ul><li>Storage Device </li></ul>
  10. 11. Circulation Item Records (Bibliographic Records)
  11. 12. Circulation
  12. 13. Circulation
  13. 14. Circulation … and Patron Records need only minimal information to be effective...
  14. 15. Circulation
  15. 16. Circulation
  16. 17. Circulation
  17. 18. Circulation Must be an ONLINE versus OFFLINE Activity.
  18. 19. Acquisitions
  19. 20. Acquisitions Key elements: Item Record (need not be extensive) …
  20. 21. Acquisitions
  21. 22. Acquisitions … Vendor Information …
  22. 23. Acquisitions
  23. 24. Acquisitions … and Account Information.
  24. 25. Acquisitions <ul><li>Maintain standing and serial orders </li></ul><ul><li>Track funds </li></ul><ul><li>Keep balances </li></ul>Must:
  25. 26. Acquisitions <ul><li>Transmit data to vendors (via printed forms or, increasingly, electronically) </li></ul><ul><li>Integrate into the OPAC (e.g. display &quot;on order&quot; records to the public) </li></ul>Must:
  26. 27. Cataloging
  27. 28. Cataloging Must be able to handle standard formats such as MARC and MARC Holdings as well as integrate non-MARC formats in certain situations (e.g. archival records)...
  28. 29. Cataloging Must maintain Authority Records in a standard manner...
  29. 30. Cataloging
  30. 31. Cataloging
  31. 32. Cataloging
  32. 33. Cataloging
  33. 34. Cataloging
  34. 35. Cataloging Must link with appropriate bibliographic utilities (e.g. OCLC and RLIN)
  35. 36. Cataloging
  36. 37. Serials
  37. 38. Serials Often the most complex automation task due to the periodic nature of serials and the labor intensive efforts for retrospective conversion of manual serial files.
  38. 39. Serials
  39. 40. Serials
  40. 41. Serials
  41. 42. Serials
  42. 43. Serials
  43. 44. Serials
  44. 45. Serials
  45. 46. OPAC
  46. 47. OPAC Many vendors remain, but there has been much consolidation in the industry in the past few years...
  47. 48. OPAC And interfaces have changed over the years …
  48. 49. OPAC <ul><li>Character-based </li></ul><ul><li>Proprietary GUI </li></ul><ul><li>Telnet (vt100, etc.) </li></ul><ul><li>Web-based </li></ul><ul><li>Z39.50 interface </li></ul>
  49. 50. OPAC
  50. 51. OPAC
  51. 52. OPAC
  52. 53. OPAC
  53. 54. OPAC
  54. 55. Integration
  55. 56. Integration
  56. 57. Integration
  57. 58. Integration Record
  58. 59. Integration <ul><li>ALADIN </li></ul><ul><li>SIRIS </li></ul>Provide links to other information resources:
  59. 60. Selection
  60. 61. Selection Rapid Change - the average lifespan of an ILS is 3-5 years; vendors are consolidating and merging ...
  61. 62. Selection This rapid rate of change will have an impact on staff training, patron training, budgets, workflow -- in essence, all elements of your library work.
  62. 63. Selection With proper planning, the disruptions of incurred with implementing a new system can be minimized (but never eliminated!).
  63. 64. Conclusion
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