Changing Face of Library Automation, Spring 2004

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The Changing Face of Library Automation Spring
2004
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• INFOhios Mission
• Ohios K-12 school library and information
  network, INFOhio helps ensure student learning
  through high-quality library / media / technology
  programs and services that
• Support academic achievement
• Improve instruction
• Enhance students love of learning
• Foster information and technology literacy
• Provide access to Ohio's learning resources

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• INFOhios service delivery model OECN DASites

• Established network
• Technical expertise
• Experience serving schools
• Governed by their members

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• INFOhios Components
• Curriculum Resource Catalog
• Electronic Resources
• Instructional Development
• Library Automation
• Media Booking

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• INFOhio automation updates
• Now
• Library Automation Sirsi K-12
• Media Booking Medianet and digital titles
• K-12 Curriculum Resource Catalog
• Future
• Electronic Resources
• Instructional Development

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• The future of MultiLIS
• Sirsi officially placed MultiLIS on maintenance
  mode as of March 2003 (i.e., support but no new
  features).
• INFOhio will continue to support our MultiLIS
  customers, until all libraries migrate to Sirsi
  K-12.

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• What You Need to Know About Migration to Sirsi
  K-12
• A new brochure to share with
• School Administrators
• Technology Coordinators
• Library / Media Staff
• http//www.infohio.org/Documents/transition/Transi
  tionBrochure.pdf

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• Sirsi K-12 will provide schools with
• Improved access to library materials via reading
  level, interest level, and state curriculum
  objectives.
• Visual search interface ideal for younger
  students.
• Optional value-added Content Enrichment and
  enhancement such as book reviews, award winners
  and best sellers lists, author biographies, and
  more.

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• Migration Progress
• Sirsi Contract negotiated approved
• Transfer of existing software licenses
• Pricing maintained thru December 2007
• Favorable discounts for new features
• Prototype DASite hardware selected, ordered and
  installed July-August 2003

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• Migration Prototypes
• Database built for each library August 2003
• Policies entered for building/district August
• Test migrations data evaluation September 2003
• Training - throughout summer and fall 2003
• DASite staff
• Library staff
• Live migrations completed October 2003

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45 prototype buildings live October 27
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• Migration Progress
• First 45 buildings surveyed January 2004
• Training for first five DASite providers to
  continue migrations in their regions
• Installation of Sirsi software upgrade March
  2004
• Training for next wave of DASites March 2004

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Sample DASite list of automated districts, with
dropdown building links
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Sample Welcome screen for INFOhios CAT and CAT
Jr. online catalogs
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Two additional features

• MY ACCT views
• Loans
• Holds requests
• Fees and fines

CAT Easy Search Screen As seen by Sirsi K-12
buildings
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Sample Enhanced Content Book jacket covers
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Book jacket display
Full-text excerpt
Enhanced summary
Sirsi K-12 Content Enrichment Examples
Review from journal
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Visual Search In CAT Jr.
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• Content enrichment summary
• Syndetics Solutions, Inc.
• Tables of contents
• Annotations/synopses
• Author biographies
• Reviews (Booklist, Choice, Doody's)
• Excerpts
• Book Jackets
• Cahners/Reed Business Information, reviews from
• Library Journal
• School Library Journal
• Publishers Weekly
• Independent supply sources, not yet in CAT
• Bestseller lists/Prize-winners
• Children's Literature Comprehensive Database

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• The Staff Interface Workflows
• Provides library staff with an easy-to-use
  interface for completing all administrative and
  technical duties.
• Point-and-click, mouse-driven

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• Some of the commonly used icons, as determined by
  Workflows settings

Take a payment
Change a barcode
Renew
Print
Check in
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Toolbars and buttons are used to select wizard
functions. Clicking a wizard opens a window for a
specific task.
Sample CheckOut Find User
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Sample CheckOut Screen
Helpers add relevant functions.
Click underlined fields to display additional
information.
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Item Lookup screen, from CheckOut
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Sample CheckIn, with Hold
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Sample Input Screen, from Add new copy
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Sample Modify Title Screen, from Cataloging
Drop down menus are available for many fields.
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Sample Bib Display Screen, from Modify Title
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Circulation Wizards
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• Migration Process
• New server installation at each DASite
• Platform Sun V880 server
• UNIX Solaris operating system
• Client/Server architecture
• DASite staff receives necessary training.
• INFOhio Technical Support provides assistance.

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• Migration Process
• Update library hardware
• Administrative workstations
• Patron OPAC stations
• Network or slaved printer. System printers are no
  longer supported.

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• Hardware Administrative workstations
• Operating system Microsoft Windows 2000, Windows
  XP, or Macintosh OSX
• Network card
• Processor
• PC 700 Mhz (1.4 Ghz Pentium IV recommended)
• Mac 700 Mhz PowerPC G3 (800 Mhz PowerPC G4
  recommended)
• 60 MB hard disk space
• 256 MB memory (512 recommended)
• Browser Versions 5.0 (6.0 recommended)
• Screen display 1024 x 786 or better

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• Hardware OPAC stations
• Intel/PC or Macintosh capable of supporting
  current browser versions of Internet Explorer or
  Netscape Navigator
• Browser Versions 5.0 (6.0 recommended)

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• Migration Process
• Conduct recent MultiLIS inventory
• Delete items that are no longer available.
• Deleted Weeded and Withdrawn items.

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• Migration Process
• Complete data cleanup
• Phase 1a Item Cleanup
• Items without call numbers
• Items without collection codes
• Phase 1b Bib Cleanup
• Records without items
• Repair substandard records
• Phase 2 Identify unique cataloging practices

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• Migration Process
• Identify special conversion needs
• Funding sources not in MultiLIS notes field
• Accelerated Reader info not in 526 tag
• Curriculum alignments not in 6XX tags

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• Migration Process
• Review and Revise current district policies
• New options to consider (e.g., specify day of the
  week due date)
• Worksheets developed to assist
• Eliminate duplicate policies, when possible

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• Migration Process
• DASite provider enters policies

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• Migration Process
• DASite provider establishes database for each
  district/building

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• Migration Process
• DASite provider tests data migration

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• Migration Process
• Train library staff on new software

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Sample of INFOhio-produced training materials
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• Migration Process
• Evaluate test conversion and policies
• Bibs, items, patrons, outstanding transactions
  (e.g., current bills, loans, holds)
• Important to confirm policies are working
  correctly
• Verify call numbers, especially items with
  volumes, are correct
• Verify proper staff access

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• Migration Process
• Determine date for migration
• By DASite provider and librarian

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• Migration Process
• Create final MultiLIS statistical reports
• Only open transactions migrate

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• Migration Process
• Stop using MultiLIS
• Take snapshot of MultiLIS data
• Library discontinues circulation or uses a
  standalone backup (1-3 days)

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• Migration Process
• Resume circulation with Sirsi K-12

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• Prototype DASites Libraries Selected
• LNOCA Western Reserve Academy, South
  Euclid-Lyndhurst City, Hudson City
• MEC Columbus City
• NOACSC Bath Local, Delphos City, Kalida Local,
  Ottoville Local
• SCOCA Fayetteville-Perry Local, Western-Brown
  Local
• SPARCC Louisville City, Tuslaw Local

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• Migration timeline
• Goal all libraries migrated by fall 2005

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• Factors in determining who is next
• DASite directors viewpoints
• Server purchases
• Staffing considerations, training
• Sirsi enhancements for INFOhio
• Prototypes experiences, opinions
• Libraries readiness

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• Next wave of DASites to begin migration
• HCCA
• LEECA
• MDECA
• OME-RESA
• TCCSA
• WOCO

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Library Automation MORE

• Sponsored by State Library of Ohio
• INFOhio schools (optional)
• OPLIN public libraries
• K-12 status report
• 183 buildings
• 54 districts
• 17 DASites
• Deadline for new MORE partners May 31

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• INFOhio automation updates
• Now
• Library Automation Sirsi K-12
• Media Booking Medianet and digital titles
• K-12 Curriculum Resource Catalog
• Future
• Electronic Resources
• Instructional Development

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• Ohio Media Resources
• Online access to media collections
• More than 40 lending agencies
• Materials support K-12 education
• Booking from school and home

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Client Screen
Clients can extend bookings online.
Check out all new features!
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Staff Screen
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• Area Media Centers LSTA Digital Grant
• 134 high-demand, Content Standard-related titles
• Available to all schools in Ohio at no cost
  beginning in March 2004
• Convenient uses
• Streamed
• Downloaded
• Title available on a CD from your local AMC
• Web page available on INFOhio Web site
  http//www.infohio.org/Medianet/AMCDigitalList.htm
  l

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• Area Media Centers LSTA Automation Grant
• All AMC materials will be in INFOhios Curriculum
  Resources Catalog (CRC)
• Easy search for thousands of K-12 materials
• AMC customers can link to booking screen
• Available March 2004 watch for notices
• .
• INFOhio E-Lists
• INFOhio RECORD

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• INFOhio automation updates
• Now
• Library Automation Sirsi K-12
• Media Booking Medianet and digital titles
• K-12 Curriculum Resource Catalog
• Future
• Electronic Resources
• Instructional Development

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INFOhio K-12 Curriculum Resource Catalog

• 1 million records collected from
• MultiLIS and Sirsi schools
• Medianet agencies
• OCLC CatExpress
• Used for building district catalogs
• Links for digital titles
• Alignments to Ohio Academic Content Standards

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Three main sections
1. Procedures for acquiring MARC records
2. INFOhio standards, Guidelines, new original
cataloging template instructions, OSICs, and LC
links
3. Link to Floridas SUNLINK and other states
sites
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Keep up-to-date with cataloging issues.
Questions may result in new Archive entries.
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• INFOhio ACS screens allow
• Teachers to view benchmarks and indicators.
• Librarians to copy/paste standards into
  appropriate MARC records so patrons can retrieve
  using CAT and CAT Jr..

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Alignments descriptor
Click for links to refine search
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• INFOhio automation updates
• Now
• Library Automation Sirsi K-12
• Media Booking Medianet and digital titles
• K-12 Curriculum Resource Catalog
• Future
• Electronic Resources
• Instructional Development

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Questions?