Upload
hamien
View
217
Download
0
Embed Size (px)
Citation preview
. AI C 5"1-Z
Selection by
Ruth Marie
Proce ••
Qu irk
S.lection of an integrat.d Online Library System (lOLS) should be&ia with an informed. Dupport i vt. aDd cnthu lia.tic a dmini.trat ioD fully committed to th e cov e fr oa I maDual to a n automate d e nvi roo men t.
In early 1982 the UBM 8ieoniuc Bu d g e t ( 1983-85) ranked automation 8 •• top priority. De cis i ons to Itreaml ine caDY pr oc ess ing procedure •• fr c .~e tbe Card Catalog system a n d i.pl e ~ent a Computer Output Microforc (COM) Catalog follov.d s ho rtly th.reafter.
in r e apoQae to the groYleg lerioua coc mittme n t to librar y aut o mation aad interel t in purChA8in& & turn ke y .olutioD I undertook ao "educati ona l" to ur o f au t omated librarie5 aod io t eg r at ed onlioe lib rar y system (I OLS ) v eodor •• It val especially help ful to exa~ioe acad emic library inltallation. to .ee h ov they ar e dealiog wit h situatiool we will en cou nter in Hava ii .
10 January. 19 83 . ?reparation of tho en tire library sta ff f or pa rti cip ati o n io the aut o~ atio n pro c e ll began. Ou r objectiv e vas to have staff cembers defioe goal s and prepar e ~vish list~ specificatioos before a revie w of v e~dor r.lated literature bega n . The first Ite p va. tbe delivery of a "miDi-c ours en on IOLS . The fi ve se •• l OOS included aD in tr oduct"ion to basic computer and librar y automation ter m •• and brainstorming le.aiona on v h at autocatio n ~igh t meaD to each library function . The final i uocar y sessio n ~as particularly aiced at providing an integra ted sys tem concept en d inc lud ed a ctive staff pa r ticip8tio~ in the f o rm of contributions on vhat they felt autocat i on ~i gh t a nd s houle include .
In late ~arch the Task Force on Library Automati on Comcittee (TF LAC) vas fo rce d . TFLAC includes repres en tatives from all area. 0: tbe library and i . charged wit h guid ing further autocation preparation. pl annins and sele ct i on . In April the TFLAC cemb .r. formed .ubcommit t •••• iovolving a9 many staff member • • 0 possible in the d ev.l opment of goals ao d nvisb list ~ sp.c if icati o ns that ~oul d later be us.d ao ~be baois for definin g the re quir .c ent o of ou r 10 LS. In May . TFL AC pres ent e d a summary of t he lib rar y' , a utomation goals to tbe general staff an d rec eived their inpu t and c ocments.
Ao our Un ive roi t y Librarian .ucceos£ully lobbied in th e legislature to keep the Oni versit y 's library automation lioe item in the budget tbe TFLAC memb ers vere preparing fo r a reconnaissance tri p to ALA. Thil involved: 1) studying mountaio. of documentati on from v endor s. 2) red.fioing t b e "vi'b-list~ of opecificatiooo to create checklists of basic requirement. for an 10LS. and 3) .eb.duling eight demoo st ration. to take place at the ALA con ference in Lo. Ao geleo.
Afte r the ALA meeting. sc h edule d for library .ta ff
demoostration. of lele c ted veodo rs ye re an d un iverlity a dministrators in Ha waii.
Every demon.tr u ti o n wil l b e i ndividual ly e valuat ed b y all .taff cember o vho atte~d. After all dem onstrations the TFLAC vi II prepare the Request for Prop o l al (RFP). The Uoi ver.ity' . Procurement Office will release lhe bid dOCUQcnt . revie~ all re. p onaca r ~c eived aad iden tify t b e lo west cocp lying bidder. Af ter libr ary r e vie v aD d a pproval of a v endor. c on tract neg otiatio t16 are expected t o b ~gin io December. InGtallation 0 f a 8y8te~ 1 6 tentati v e ly ich e dul e d for Sp ri ng 1984.
CONFERENCE ON INTEGRATEO ONLINE LIDRARY SYSTEMS 331
Samp le ch e klist / / / / / / / / ~CFRE= . - In-ilouse
- LC via real I:i:re processing
• - LC authority magnet ic I:apes
* - Others
* - Identification by source
o.c ~.A1Oi i\ND REl'UCE L.CC.\L = - AlJtaratic
, - I n-ilouse lock- in
- ~I: iticaci,,"
_:'I«~G All 11) !!R i\ND VIc:t-=
p.cBA!. awa
:lATA !NPU! ctIAl.l1"t CINIm..
=R ?!01!'l'S AT !'OINT OF lNPU!?
~'t1.'<BU: P!Q!P!'S I REJECtS? .
~filins indicat ors
Call no. fo lTl'BC
Missing subfi e lds
Illegal ~~racters (e . g. le t t er "/ 5 . !1U1I!ral )
~MATOi& REJEC! FUcrICN
JCO :ic and call 1".0. ir;>ut stall1'
~ssing O!O, 0'l0, 099
Call no. confbet between 2 records
~lclple call n05.
Specified "invalid" ca ll !'lOs .
C'.all no. and u,\?uc SC~ - . ::pec:. fied "inva lld" .abbreVlat ions I
::1 6XX
:..:c.,"" ::-:EC< ~ I
~r.ges , f call :".os. I : :-llc:.a l 3r::.<: ~e s l ' ~: · } I
:?:?,..;7:R-::::r.~UZJ :VS - iU£E ! :'!..?.!Bil.::-:
5 .:;:~ . -..
??ilP'!S .!.r .:..=t s::-s::::::!) :-Y.E
:~ . .:..':_.:. .. :. ~ ~e: I
... 1--. I
3 32 C ONFERENCE ON INTEGRATEO ON L INE LIB RAR Y SYSTEMS
/ " / // / /
/ / ,
Sample checklist / / / / / , / / /
, / / / c::. RE'iRIEVAL A'ITl DlSPLW I
" CperatorjpasS'-'lrd of fu ll M.ARC or "rief c.~::lice
.', Au: to r ity record di ' play in full
I I -1
M.-IRC
~i~ im..rn :eystrokcs fo r S{'.lrch I camands I
": St' lect fields to be se~-i rcned _. I Permic full- t ext keyword search
:"'...: ~ ir.: t runcated keyword search I
~i >;ht t runcat ion
left t runcm: ion
I _.
SEJIRCH c;t!ALlPoEl<S ?rn1ITIED? BY UXATI(,N «jI.9) 1
.:: Format I
I .: .. Date of p~:bLication I
".'; Range of dates I I 'CoUilt ry' I ecce i m -i...J.nguage of text
,: Se:- l es mr.be r ( ~v ) for seri es I (4XX, 8:<;( ) seilrches _.
?rol..EA~ SEAROl -oCFO!l.ING CAl'.'EILITI
SE.-\RQ{A.BL£ rIEL,)S /1'l..l'1flITS: II " Cdll no .
,
.. L-=Q~ I !
:C~ r." .
I II .-
I II :5="';
: S~: ; '-iii :;::2\ !i t ". ~ 1 ."ystcm ::- " I I ( rc' l no. I i_~ _ .... ... 0.
. 3.ar-:r:-ee !"'~ .
I ~ i II
~ : 8 ! I i :1 (..; ~ g:-2Ph!..C ,J r e.J cedes I, CLoJ ) L 1 -t--- - --[ . -- . - .. _ .. : .... r~gua '~e ':~'-:'~~ I i
__ _ I ___ J __ I ,
J_, , :" i2 :-" ,-:r_,l n.'1.-:'f2 :CO. 7,:0 , SLC . -...J.-..',)
I 1 - - ---
1.
CONFERENCE ON INTEGRATED ONLINE LIBRARY SYSTEMS J3 3
Sample checklist CHECILIST - tECHHIC1L C1P1BILITIES
operating Systells
a)
b)
c)
d)
e)
Transaction Logq ing
Interactive COlipU ting
Ti lie- s har.in g systell
'Disk
Batch
i)
ii)
cashing
processes
Is the cCliliand 14nguage the salle
ihic'h tasJts forbid use of the systell in an in~erac~ive lIode.
f) ilha~ sofuare pacJtages are incuded (liailbox,phone,copy,porge,forll generation):
i) ~ail
ii) Language co.piler
iii) Ctilities
g) Job autoaatic reswlIIissioD
h) Recovery procedures1
i) Level of operator intervention
j) Full systell bacJtup
Jt) Backup for data processor(CPU)
\ ,
334 CONFER'ENCE ON INTEGRATED ONI. I NE 1. I BRARY SYSTEMS
ACOUI STIONS MODU LE
.ORDER RECORD - 14 inimum requirements are of : 1) Fixed field s 2) Variab le length f iel ds 3) I tem record
· oR 1 EF RECORD - ,.., i n i mum in format i on fo r the vendor: Author, ti t Ie, pub 1 i sher, date, price '. ith some fixed fields (i .e. ~Ionogrpah or Ser ial )
. BIBLIOGRAPHIC RECORD - Ful I disp lay
· I TEM RECORD - li m i ted d i sp I ay; but wi I I norma I I y d i sp I ay: Author, Ti t Ie, Da te , Ca I I number (090 field), bar code/OCR number
.FORE IGN CURRENCY CONV ERS ION
.CALL NUMBER FIELD - \'/hat is length of cal l number field in i t em record ?
.SAV E FILE - Highly des irable
· INDEXES - How are indexes updated? When ? •
. PURCHASE ORDERS - How are p.o.'s stored ? How long ? Where? Transaction record? S'
.ACQUISITION RECORDS INPUTTED - are they subject to authority control?
.KEYWORD SEARCH ING, Keyword first or anywhere?
. VARIOUS FUNCT IONS - are var ious functions table driven ? Hand or dat a? Ce fau lts ab le? '.
.WORK FORMS - Shou ld be in MARC format and in the Engl ish langugage ( roman ized)
. PASSWORDS - How man y let ters or numbers are offered?
.FUNCT ION KEYS versus KEYSTROKE REQUIREMENTS - Demonstrate function keys, etc .
. FORMATS - How many fo rmats does the system support ?
.HOLD INGS - MONOGRAPHS / SERIALS: Where does the sys tem display hold ings '
.ACCOUNTING - OV E RE~CUMBRANCES - How is it done on the system ?
.REPORTS & STAT IST ICS - Wh at does the system supp ly?
. ELECTRONIC MAIL30X
.'UN D ACCOUNTING Fund act iv it y report ~ARC" /A " ::
. UCUBLE CENSITf DISC - 32 ~y tes, v irtua l storage?
· ,;'CRTS - A ;>or t suop orts how Many term i na I s!. Dr i nters ?
CO NFERENCE ON INTEGRATED ONLINE ~IBRARY SYSTEMS
15. BACK -UP BATTERIES:
Number of hours/days:
Rechargeable:
16. BACK -UP FUNCTIONS:
Will special training be needed to use it?
HoVi does it jiffer from big system?
Check-au t/check- in:
Signa l hold:
Patron registration:
On the fly check-out:
Blocks of delinquent patrons:
Fines payment clearances:
'; 7, ?ASS '~ORD SECURITY:
Number of levels:
Number of digits in word:
Display on screen:
12 , ~ ESER ~ E 300K ~OOM ( ~BR ) :
Can ~aculty / staff : See for~er 1 ist?
Input from OVITl terminal?
Circulation module ( cont.)
335
335 CONF E RENCE ON INTE GRA T ED -ONL I NE L I BRARY S Y STEMS
Sample check l ist OPAC
OUTPUT CONTROL
,~MMAHO CAPA61L ITIES 3va11ab l ! t o, or und! r
:he cent ral of the user) _ ________ L ____ ~----~----~----~----~----4_----~
: :!'1era' COll'lT'od nd to dj sp l.!l Y :'s u 1 t s
~ l ect displ ay f rom prede f i ned ;n:1ats
/
.el ect specific record!, } fo r ~ 'iP 1 ay
~ e\ ec t spec Hic f l e l d! s } f or 1 spL~y
' c- q e r(l s!.! !t s fo r rtt se t ay
. 1 solo::, fo rward ( reco r dS or c·:reens l
:,i splay :l4ck'Ward (reco rds or · c reeMS I
: ::1"011
· ·, ter rup t sc roll
e~ u e s t off li ne hardcOPY pr int
~: au c e onl ine na rdCQ?y pr in t
~nc e l of fl l ne print r!!'Quest
" :'LI II! USER AIDS
, '.liNE UstR ~I OS
· ~ i ntroCUct:l1")' ~ 1 dance .-ovlaed?
.n e;to': Jn at ~ ~ n of avai l able
. =.z.r.:\s bt reques ted7
'egree of gu i ~a nce l e"pl rlforma t1 on emoeoQed 1n
~::-!ler of disc rete -He lp! !~la;n · ~c reen s ava l 1aD l e
:. ~ s ), s t t l!l prov 1de cont e xt ~ ' ~ :lfl c hele ~ n resDonse to "I"'J a l1 fl ed He lp ~ request?
'- :> st nJ cture C1 tu t orial s . ~ 1140 1 e?
~ e dtrect io:'l!. for erfl i ne _il stlnCt dV4 il ablc?
; $1 , ~
, , I~ -, " , ~
, 1-, .;
~ r-u' , < ~ t .. , ,
l , ~
Ii' '" .. l ~i ~ ~ .. I- -
~ :. " :: o· , .. , '" • • ,-('
l ~
'" I G> It l' ~
~
~ , f r ,
'" -\ '" e •
~
~ .. T"
l l>
, <:-'. • ~ <:. ~ '" 1 IS' ,.
• - p ." •
!. , •
" ~.
, , f ~
'" ~
f • 5 • , •
I 1 ~
I-1. I • ( ; •
0. r -'
~ ,. 0 " ~. , , ,
• ~ l ~I- ~.
~
~ • ·
~ ! • • r .J r
S .. • , r . • • , , 6 l • I- "
CONFERENCE ON INTEGRATED ONLINE LIBRARY SYSTE~S
! II I
I /
~ ~
I .~ '"
1 ~
1 ~
~
• ~ 1
< • 1
0
v ~
• .. {) .~ ... -¢ t ! J • • • ~ • • - ~ " . , ! 1 • , ~ .; " ~~ •
0
~ ,
.;: "r ~ 0 .. 1'~f :; "'~ • ~ ~ .. . ~
, . " 1 " • ~ ~ '~ ! .. '~I E ~% '" ~
, ~ ,- <I t <
-- s- .. · . ~ .. l ~ . 1 &. V1
~ .,. ~ .. 1 " .. . ; r .." = 0 .; o,J $ '~ t 'J ! "
0
" ~ ... • .. ... , 0 '.l i •
, ; 'I .; '! 1: 't • < • ... '-- > 0 i •
, ! .) • t t ~. ~ 0 a " < i ~i
'I ~ .. ~ .. • J
~ t ~ ~l • • i! t ~ . 'i .. - .. 0 ~ I;-, ~1 ... '~
~ ~ ~ ~ ,. , 0 o ~ • '~ • '$ ~ H '" ! <> - , • t h
, · ~ • • , ~ · ~ ~ ~ 1 " .Jj "IS ... . (- 0 " ;
" .. ~ • r f ~ ~ '£ '£ ~
.. I , ~- j ~ ~ " "
• Q E ~ t ~ ~ ~
i= ,,-~ • .. .. C Q .; ~ " J <:;- I '::
,.. " '" ,;