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Systems administrators, librarians, and library staff will learn key principles and methods for securing their ILS and understand how to configure and optimize their library catalog by improving data management practices, streamlining existing workflows, and documenting their system's configuration.The integrated library system (ILS) plays a central role in every library's operations, but is your ILS optimized to ensure maximum productivity? Are you taking advantage of the features added since you implemented it? Walking readers through a wide-ranging ILS review, this book will help you ensure systems are properly configured, produce better documentation, and evaluate staff workflows.
The authors-a director of collections and content and a director of user experience-created a comprehensive plan for reviewing an ILS, starting with planning the project and deciding whom to include. They discuss basic ILS security principles, including keeping patron data safe and the importance of reviewing staff permissions. After the basics, the authors go in-depth on reviewing codes and figuring out how different parts of an ILS work together as well as how to review those areas, and they offer ideas on how to stay up-to-date with your ILS, such as where to look for information on issues, updates, and new features. Several methods for analyzing and documenting workflows are also discussed.
List of contents
Introduction: The Kraemer Family Library Experience
1. Planning and Gaining Support
2. ILS Structure
3. System Security
4. Working with Field Values
5. Updating Workflows
6. Documentation
7. Putting It All Together: Eliminating Overdue Fines at the Kraemer Family Library
Appendix A: Glossary
Appendix B: Forms and Worksheets
Worksheet 1: Developing an Improvement Plan
Worksheet 2: Diagramming Your ILS's Data
Inputs and Outputs
Worksheet 3: Documenting Your Library's ILS History
Worksheet 4: Integrated Library System Network
Security Audit
Worksheet 5: Developing Strong Password Policies
Worksheet 6: ILS Security Checklist
Worksheet 7: Identifying and Documenting
Key Fields in Your ILS
Worksheet 8: Documenting Local Marc Fields
Worksheet 9: Blank Swim Lane Diagrams
Appendix C: Common MARC Fields in Bibliographic Records
References
Index
About the author
Lynn E. Gates is director of collections and content at the University of Colorado, Colorado Springs, Kraemer Family Library.
Joel D. Tonyan is director of user experience and associate professor at the University of Colorado, Colorado Springs, Kraemer Family Library.
