WORKSHOP

Developing a Small Special Library/Knowledge Management Center:

Digital Resource Implications 

Emil LevineLibrary/Information Science Consultant

Breitenfurter Strasse 426/3Vienna Austria A1230

43 1 888 0701emil.levine@chello.at

Libraries in the Digital AgeDubrovnik, Croatia June 1, 2005

TASK 1 8 15 22 29 5 12 19 26 3 10 17 24 31 7 14 21 28 4 11 18 25 2 9 16 23 30 6 13 20 27

A PLANNING PHASEA1 Requirements Analysis

A1.1 Interview users (Buy-In)A1.2 Survey existing materialA1.3 Recertify JournalsA1.4 Determine space/furnitue requirementsA1.5 Identify electronic resources requirementsA2 Develop External Contacts

A2.1 Contact vendors/IOLS/Evaluate IOLSA2.2 Investigate ILL servicesA2.3 Library interactionA2.4 ConsortiumA3 Administration/Management

A3.1 Develop budgetA3.2 Identify tasks/positionsA3.3 Prepare job descriptionsA3.4 Recruit for positions

B IMPLEMENTATION PHASEB1 Acquire External Services

B1.1 Order journalsB1.2 Order/Install IOLSB1.3 Contract for online databasesB1.4 Contract for ILL servicesB1.5 Order furniture and suppliesB2 Internal Activities

B2.1 Install furniture and suppliesB2.2 Establish sub-libraries*B2.3 Move collection(s)B2.4 Link and test digital resourcesB2.5 Obtain and load files/test IOLSB3 Training

B3.1 IOLS staff trainingB3.2 Train staff in library functionsB3 Train staff in online database useB4 Administration/Management

B4.1 Develop survey forms and reportsB4.2 Develop promotional materialB4.3 Order library support material/journalsB4.4 Attend appropriate meetings

C OPERATIONS PHASEC1 Operations

C1.1 Provide conventional servicesC1.2 Utilize IOLSC1.3 Provide online/digital servicesC2 Administration/Management

C2.1 Fully staff all positonsC2.2 Continuious training programC2.3 Attend professional meetingsC2.4 Assume role library networkC3 Evaluate system and modify

Administration/Management= IOLS= Operations=Journals/ILL= Digital/Virtual=

Jun JulOPERATIONAL PLAN - MYORG LIBRARY/KNOWLEDGE MANAGEMENT CENTER

Aug Sep Oct NovMay

A1 Requirements Analysis

Interview select MYORG staff to determine precise information requirements. This also assures staff “Buy-In.”

Surveyed existing MYORG materials to determine space requirements and validate floor loading

Re-certified journal requirements (Methodologies)

Determined furniture and supply requirements Identified electronic resource requirements

(databases, CD-ROMs, IOLS, hardware/software)

A2 Developing external contacts Established points of contact/vendors for

services (e.g., Online services -DIALOG, Proquest; library support software, journal subscriptions, book procurement)

Investigate Inter-Library Loan Services Interacted with other Libraries (visits,

invitations, etc.) Joined (or organize) a Library Consortium

A3 Administration/Management Developed budget Identified tasks and how they will be

accomplished (Selection, Acquisition, Claiming, Cataloging, Shelving, Circulation, Reference, Inter-Library Loan, Training, Gift and Exchange, Collection Development, Depository Libraries, Electronic/Virtual Library)

Determined personnel requirements/Prepare job descriptions

Recruit for new position(s)

B1 Acquisition of External Services

Prepare solicitation of bids for journals Order library support software

(Integrated Online Library System/IOLS)

Contract for online databases (DIALOG, Proquest, Factiva, etc.)

Contract for Inter-Library Loan services

Contract for furniture and supplies

B2 Internal Activities Install furniture and supplies Establish “sub-libraries” as

appropriate Move books/journals Link and test digital resources (IOLS,

online, hardware/software) Obtain existing (catalog/patron) files

and load into IOLS (avoid rekeystroking)

B3 Training Train staff on IOLS Train existing personnel in new

Library/Knowledge Management Center tasks (Selection, Acquisition, Claiming, Cataloging, Shelving, Circulation, Reference, Inter-Library Loan, Training, Gift and Exchange, Collection Development, Depository Libraries, Electronic/Virtual Library)

Train staff in use of online databases

B4 Administration/Management Develop survey forms and reports Develop promotional material Develop core documents (User

Manual, Collection Development Manual, Operations Manual, etc.)

Attend appropriate Library/Knowledge Management professional meetings (e.g., LIDA)

C1 Operations Provide conventional services Utilize IOLS Provide online services (DIALOG,

Proquest, Factiva, etc.), develop SDIs

C2 Administration/Management Fully staff Library and Knowledge Management

Center and fulfill functions (Management, Selection, Acquisition, Claiming, Cataloging, Shelving, Circulation, Reference, Inter-Library Loan, Training, Gift and Exchange, Collection Development, Depository Libraries, Electronic/Virtual Library, computer operations)

Continually train MYORG staff Attend professional library/information science

meetings to promote the center. Assume responsibilities and role in appropriate

Library Network Reevaluate

DIGITAL IMPLICATIONS ONLINE/CDs JOURNALS REFERENCE MATERIAL EQUIPMENT/FURNITURE SPACE TRAINING CORE DOCUMENTS STAFF BUDGET ILL CONSORTIUM USAGE POLICY

IOLS USER BROWSING SPACE (OPEN/CLOSED) SUBLIBRARIES STAFF CATALOGING TRAINING CORE DOCUMENTS BUDGET EQUIPMENT/FURNITURE ILL CONSORTIUM

PROBLEMS/SOLUTIONS

SCHEDULE SLIPPAGE-BEST GUESTIMATE

TERRITORY-BUY IN/GIVE IN

RESOURCES ((W0)MEN/MONEY/MATERIAL)-COMPROMISE

SKILLS

CONTRACTING BUDGETING PERSONNEL/HUMAN RESOURCES ADMINISTRATION SYSTEMS ANALYSIS NEGOTIATION INTERPERSONAL RELATIONSHIPS STRESS MANAGEMENT

INNOVATIONS

ALL ACQUISITIONS BY USER RECOMMENDATIONS INSTEAD OF AN ACQUISTIONS LIBRARIAN

ALL COMPUTER SUPPORT FROM MYORG COMPUTER STAFF, BUT THIS REQUIRED EARLY “BY IN” FROM THEM

SUBLIBRARIES EASED SHELVING AND CONVENIENT TO USERS FOR BOOKS AND JOURNALS

LIBRARY READING ROOM OPEN 24/7. LOSSES ACCEPTABLE. CAMERA LOW COST SECURITY

TASK 1 8 15 22 29 5 12 19 26 3 10 17 24 31 7 14 21 28 4 11 18 25 2 9 16 23 30 6 13 20 27

A PLANNING PHASEA1 Requirements Analysis

A1.1 Interview users (Buy-In)A1.2 Survey existing materialA1.3 Recertify JournalsA1.4 Determine space/furnitue requirementsA1.5 Identify electronic resources requirementsA2 Develop External Contacts

A2.1 Contact vendors/IOLS/Evaluate IOLSA2.2 Investigate ILL servicesA2.3 Library interactionA2.4 ConsortiumA3 Administration/Management

A3.1 Develop budgetA3.2 Identify tasks/positionsA3.3 Prepare job descriptionsA3.4 Recruit for positions

B IMPLEMENTATION PHASEB1 Acquire External Services

B1.1 Order journalsB1.2 Order/Install IOLSB1.3 Contract for online databasesB1.4 Contract for ILL servicesB1.5 Order furniture and suppliesB2 Internal Activities

B2.1 Install furniture and suppliesB2.2 Establish sub-libraries*B2.3 Move collection(s)B2.4 Link and test digital resourcesB2.5 Obtain and load files/test IOLSB3 Training

B3.1 IOLS staff trainingB3.2 Train staff in library functionsB3 Train staff in online database useB4 Administration/Management

B4.1 Develop survey forms and reportsB4.2 Develop promotional materialB4.3 Order library support material/journalsB4.4 Attend appropriate meetings

C OPERATIONS PHASEC1 Operations

C1.1 Provide conventional servicesC1.2 Utilize IOLSC1.3 Provide online/digital servicesC2 Administration/Management

C2.1 Fully staff all positonsC2.2 Continuious training programC2.3 Attend professional meetingsC2.4 Assume role library networkC3 Evaluate system and modify

Administration/Management= IOLS= Operations=Journals/ILL= Digital/Virtual=

Jun JulOPERATIONAL PLAN - MYORG LIBRARY/KNOWLEDGE MANAGEMENT CENTER

Aug Sep Oct NovMay

AND THEN…

USE WHAT YOU LEARNED

IN LIBRARY SCHOOL

QUESTIONS/COMMENTS?????

Emil Levine

Library/Information Science Consultant

Breitenfurter Strasse 426/3

Vienna Austria A1230

43 1 888 0701

emil.levine@chello.at