. 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 .

,

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:C~ r." .

I II .-

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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?

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CONFERENCE ON INTEGRATED ONLINE LIBRARY SYSTE~S

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CONFERENCE ON

INTEGRATED ONLINE LIBRARY SYSTEMS

PROCEEDINGS

COLUMBUS, OHIO

SEPTEMBER 26 AND 27, t 983

DAVID C. GENAWAY, PH.D.

EDITOR AND COMPILER