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Planning for Library Automation

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Planning for Library Automation

  1. 1. Planning for Library Automation By Cendrella Habre Automation Librarian Lebanese American University LEBANESE LIBRARY ASSOCIATION Lecture March 11, 200504/18/12 Cendrella Habre (chabre@lau.edu.lb) 1
  2. 2. Efficiency of Automation• Budget Control• Productivity• Access• Quality Control (Mainly)04/18/12 Cendrella Habre (chabre@lau.edu.lb) 2
  3. 3. Automation vs. Library Status• Moving from manual to online• Migrating from one ILS to another04/18/12 Cendrella Habre (chabre@lau.edu.lb) 3
  4. 4. Planning for Automation Pre-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)04/18/12 Cendrella Habre (chabre@lau.edu.lb) 4
  5. 5. Manual to Online Planning for Automation Phase 1• Data Collection/Assessment: – Number of titles and volumes in your collection – Circulation information – Patrons – Acquisitions – Usage data (average and peak)04/18/12 Cendrella Habre (chabre@lau.edu.lb) 5
  6. 6. Manual to Online Planning for Automation Phase 2• Selecting the System: – Professional literature – Professional contacts – Limitations (i.e.,Oracle, budget, etc.) – RFP04/18/12 Cendrella Habre (chabre@lau.edu.lb) 6
  7. 7. Manual to Online Planning for Automation Phase 3• Retrospective conversion: – Shelflist analysis (inventory before or after?) – Inhouse vs. outsourcing – Barcoding04/18/12 Cendrella Habre (chabre@lau.edu.lb) 7
  8. 8. 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 system04/18/12 Cendrella Habre (chabre@lau.edu.lb) 8
  9. 9. Helpful 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.com04/18/12 Cendrella Habre (chabre@lau.edu.lb) 9
  10. 10. Being flexible & team work is the key for a successful ILS implementation/migration GO FOR IT!04/18/12 Cendrella Habre (chabre@lau.edu.lb) 10

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