Planning for Library Automation
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Cendrella Habre presented on planning for library automation at the Lebanese American University. She outlined a multi-phase process including pre-planning, data collection, system selection, and retrospective conversion. Habre emphasized assigning a project manager, communicating with stakeholders, keeping a reasonable schedule, and training staff strategically. For migrating between systems, she recommended extracting data carefully, establishing workflows in a test database, and assessing the new system. Flexibility and teamwork are keys to successful implementation.
Planning for Library Automation
- 1. Planning for Library Automation By Cendrella Habre Automation Librarian Lebanese American University LEBANESE LIBRARY ASSOCIATION Lecture March 11, 2005 04/18/12 Cendrella Habre (chabre@lau.edu.lb) 1
- 2. Efficiency of Automation • Budget Control • Productivity • Access • Quality Control (Mainly) 04/18/12 Cendrella Habre (chabre@lau.edu.lb) 2
- 3. Automation vs. Library Status • Moving from manual to online • Migrating from one ILS to another 04/18/12 Cendrella Habre (chabre@lau.edu.lb) 3
- 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. 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. Manual to Online Planning for Automation Phase 2 • Selecting the System: – Professional literature – Professional contacts – Limitations (i.e.,Oracle, budget, etc.) – RFP 04/18/12 Cendrella Habre (chabre@lau.edu.lb) 6
- 7. Manual to Online Planning for Automation Phase 3 • Retrospective conversion: – Shelflist analysis (inventory before or after?) – Inhouse vs. outsourcing – Barcoding 04/18/12 Cendrella Habre (chabre@lau.edu.lb) 7
- 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 system 04/18/12 Cendrella Habre (chabre@lau.edu.lb) 8
- 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.com 04/18/12 Cendrella Habre (chabre@lau.edu.lb) 9
- 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