Integrated Library Systems Martin R. Kalfatovic Smithsonian Institution Libraries

Elements of an ILS

Elements of an ILS Circulation Acquisitions Cataloging

Circulation

Acquisitions

Cataloging

Elements of an ILS Serials Control Integration with Other Information Resources Selection

Serials Control

Integration with Other Information Resources

Selection

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 Central Processing Unit (CPU) Barcode Wand (or similar device) Keyboard Printer Storage Device

Central Processing Unit (CPU)

Barcode Wand (or similar device)

Keyboard

Printer

Storage Device

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 Maintain standing and serial orders Track funds Keep balances Must:

Maintain standing and serial orders

Track funds

Keep balances

Acquisitions Transmit data to vendors (via printed forms or, increasingly, electronically) Integrate into the OPAC (e.g. display "on order" records to the public) Must:

Transmit data to vendors (via printed forms or, increasingly, electronically)

Integrate into the OPAC (e.g. display "on order" records to the public)

Cataloging

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)...

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 retrospective conversion of manual serial files.

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 Character-based Proprietary GUI Telnet (vt100, etc.) Web-based Z39.50 interface

Character-based

Proprietary GUI

Telnet (vt100, etc.)

Web-based

Z39.50 interface

OPAC

OPAC

OPAC

OPAC

OPAC

Integration

Integration

Integration

Integration Record

Integration ALADIN SIRIS Provide links to other information resources:

ALADIN

SIRIS

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 essence, all elements of your library work.

Selection With proper planning, the disruptions of incurred with implementing a new system can be minimized (but never eliminated!).

Conclusion