What we’ve covered so far

2. What we’ve covered so far • Computer history • Internet history • HTML and web content • Information retrieval • Search engines • And now it’s time for...

3. Library Information Systems • Integrated Library System (ILS)—AKA Library Automation Systems or Integrated Online Library Systems (IOLS) • OPACS (online public access catalogs) • Online databases • Digital Libraries • E-book & E-journals

4. Library Information Systems • Ralph H. Parker in 1968 identifies LIS: “as not only ‘automating’ existing processes within libraries (such as circulation, cataloging, and so forth) but also including access to materials not held by the library but available in electronic form” (from Dr. K’s article)

5. Library Information Systems • Why Automate • On Functions & Functionality • Origins of LIS • Management Considerations • Trends & Issues within LIS

6. Why Libraries Use Technology • Modernization (‘60s & ‘70s) • Patron Services (’80s & ’90s) • Transformation (’90s up to today & tomorrow) • Integration • Interoperability

7. Modernization • To increase efficiency of internal operations (internal workflow & sharing cataloging data) • To cope with increasing demands for services • To reduce staff or prevent staff increases • To allow more activities to be performed by clerical and paraprofessional staff

8. Patron Services • To provide new forms of old services (electronic access using OPACs) • To improve access to existing services (remote login, etc) • Meeting end user expectations

9. Transformation • To provide new (increasingly digital) information services • Document Delivery • Digital Libraries – databases, e-books, e-journals, web resources • New technologies (Wireless, RFID)

10. Functions & Functionality Of LIS • First came technical services – shared cataloging & item processing—some early ordering/acquisitions functionality—early electronic catalogs with only limited functionality • Next circulation control– check in/out, to overdues, requests/reserves—kept evolving • Then OPACs – • Now adding in online DBs, Document Delivery, web, & digital libraries

11. Costs Associated with LIS • Cost to prepare and make purchase decision • Final contract cost that could include: Hardware, software, telecommunications • Maintenance that could include: Hardware, software, training, conversion • Costs to prepare site for implementation (both hardware & software) • Ongoing costs that could include: maintenance contract, needed expansion, upgrades, licensing fees, training, staffing, cost to replace

12. Origins of LIS • 1936 R.H. Parker—Punched cards for circulation • 1960s Use of computers to automate technical services (proprietary solutions with emphasis on SYSTEMS) • 1965 OCLC explores standards for bibliographic records • 1969 MARC record established (Bibliographic Information Exchange) • 1967-70 Bibliographic utilities (OCLC, RLN, WLN) • 1971 First turnkey system CLSI (circ. control) –emphasis on FUNCTIONALITY & PROPRIETARY SYSTEMS

13. Origins of LIS (2) • 1974 Library automation marketplace reaches $50 million; online databases become available • 1975 Data Research begins in St. Louis – UM Libraries get OCLC services • 1981 CLSI markets first OPAC (online public access catalog) • 1983 UM Libraries bring up LUMIN—online card catalog

14. Origins of LIS (3) • 1981-1990 LIS vendors focus on snappy OPACs and less glamorous technical services functionalities • 1986 CD-ROM boom in catalogs –beginning of LANS being applied in libraries • 1988 Z39.50 (interoperability standard) established – beginning of OPEN SYSTEMS • 1990s LIS peaks at $500 million– Rapid introduction of PCs—Market segmentation by library type—beginning of Internet—Early development of Digital Libraries – focus on USERS

15. Origins of LIS (4) • mid-1990s Growth in role of Web/Internet • LIS vendor mergers and failures • CLSI merges into GEAC • DRA buys INLEX and will then be bought by SIRSI • Ameritech buys Dynic & Notis • New companies Endeavor & ExLibris • Libraries begin to purchase their ‘second’ system

16. Origins of LIS (5) • Late 1990s & early 2000s rise of electronic resources, serials/acquisitions, digital libraries, wireless—products become more graphical and integrated – growth of offsite users

17. LIS Trends • Impact of the Web on end users • Explosion of resources of all types –desire to integrate all of them (moving from LPS to LIS) • Growth of standards (MARC, DC, XML) • Growth of portals (vendors offering one interface to search local and global resources—movement towards providing these products to their current customers AND as standalone products) • Vendors seeking to id new needs and meet them– SIRSI/CIPA and use of ERM and FRBR

18. Today we want our ILS to • Deliver comprehensive automation efficiently • Handle work that happens within a library’s walls • Deliver services to users outside the library via the Web • Use standards to interact with other systems • Vendors to stay in front of curve (also our responsibility)

19. The marketplace • 2002 – Capture the migrating customer • 2003 – Competition heats up • 2004 – Migration down, innovation up • 2005 – Gradual evolution • 2006 – Reshuffling the deck

21. A Successful LIS Selection Process • Focus on the process and people not the technology • Build management support (also staff & community)—keep everyone informed • Understand the library’s real needs • Continually train and develop your staff and patrons on proper use of system

22. On Selection & Management • Keep in mind your library BUT look at other libraries—think about both today & tomorrow in your library, but realize a decision to purchase an LIS is not necessarily a long term relationship (but it might be) • Do what you can to foster a positive attitude about change within your organization (changing to this LIS will be good for the library, our users and staff because…)

23. RFP (Request for proposal) • Overview statement of problems & needs for procurement • Section of definite technical requirements & information • Requirements for managing & implementing the project • Requests for vendor qualifications and references • Guidelines for legal and licensing requirements • Appendices with library’s relevant information such as network diagrams, technical requirements, and project plan outlines • Value of thorough, consistent, documented evaluation

24. Will You Always Need an RFP?—Other Ideas • Dual RFPs – one to meet purchasing requirements plus second document with more ‘practical’ questions • Or RFI, RFQ, etc. • Vendor demos • Web examples – many libraries now assuming basic functionality and using selection process to id best vendor (or group of vendors) to meet their unique and/or new needs

25. Today’s vendors • See listings at • LibraryTechnology.org (check out automation history timeline) • Libdex.com (search by vendor)

26. One Vendor–DRA (Data Research Assoc.) • 1975 – Data Research Associates formed for $30,000 • Late ’70s-’80s – turnkey systems sold • Mid-80s – OPAC added/ Migrations begin • 1993/94 – DRA acquires INLEX & multiLIS (UNIX & language support) • 1997 – DRA Web2 • 1999 – Taos (client server app)—gone by 2002 • 2001 – Sirsi acquires DRA (Mike gets $50 million) & 2005 acquires Dynix • 2006 – Sirsi/Dynix acquired by equity investment group