DOMINICAN UNIVERSITY

GRADUATE SCHOOL OF LIBRARY AND INFORMATION SCIENCE

 

LIS 737 Online Information Systems

Summer I, 2008

May 12-June 30, 2008

Mondays and Wednesdays, 1:00-4:00 p.m.

Marjorie E. Bloss, Instructor

Crown 342

Telephone:  1-708-524-6468   

E-mail:  mbloss@dom.edu

Office hours:

Mondays and Wednesdays, 11:00 a.m.-12:30 p.m.

Other times, by appointment

 

COURSE DESCRIPTION:

          Bulletin Description of the Course:  Fundamentals of library automation, with a central emphasis on the design, development, management and uses of the OPACs in the context of integrated library systems.  Studies selection, evaluation and use of computer based systems for acquisitions, cataloging, circulation, serials control and other library processes.  Focuses on managerial issues, including evaluation of automated systems, system migration, RFPs, local system design, authority control, standards and protocols.

 

LEARNING OBJECTIVES

 

          Three of the “Objectives of the MLIS degree program” are especially relevant to this course.  They are:

          1.  “Articulating and applying a philosophy of service that incorporates an awareness of the legacy of libraries and information centers within our cultures”,

          3.  “Identifying and analyzing information needs and opportunities of individuals and organizations, both within the traditional information service areas as well as the broader information sector” and

          5.  “Designing, implementing and evaluating systems, technologies, services and products that connect users with information”.

 

Students completing this course should be able to:

 

  1. Understand the steps and processes involved in selecting an integrated library system for a library to include analyzing what is needed in the library, selecting (i.e., the RFP process) and working with the automation vendor to include migration situations and data mapping, implementing and evaluating the project, etc.

 

  1. Analyze and suggest appropriate approaches to managerial and administrative issues concerning the implementation of computer-based local systems and their interface with bibliographic utilities and other systems, focusing on their impact on internal operations and human factors.

 

  1. Provide an historical perspective of the history of library automation.
  2. Describe the impact of automation on various library functions such as acquisitions, serials, cataloging, circulation, and online access of library records (both public and internal) as a result of integrated library systems

 

  1. Describe some of the primary automation standards for online library operations and understand their importance in implementing, maintaining and furthering library automation (MARC21 formats, various metadata schema, Z39.50, ILL protocols, etc.)

 

  1. Effectively demonstrate an awareness of the important changing role of librarians and libraries including the concepts of open systems, library information networks, and the Internet.

 

 

TEXT BOOKS AND REQUIRED READING:  All textbooks are available for purchase from the bookstore although you are welcome to purchase them elsewhere (e.g., Amazon).  Required readings are listed below.

 

TEXTBOOKS

 

Breeding, Marshall.  Next-Generation Library Catalogs.  (Library Technology Reports, July/Aug. 2007, vol. 43, no. 4.)  Chicago, American Library Association, 2007.  ISSN 0024-2586

 

Cohn, John M. and Ann L. Kelsey and Keith Michael Fiels.  Planning for Integrated Systems and Technologies.  New York:  Neal-Schuman, 2001.   ISBN  1-55570-421-2

 

Kochtanek, Thomas R. and Joseph R. Matthews.  Library Information Systems:  from Library Automation to Distributed Information Access Solutions.  Westport, Conn.: Libraries Unlimited, 2002.  ISBN 1-56308-966-1 (hard cover), 1-59158-018-8 (pbk)

 

Hodgson, Cynthia.  The RFP Writer’s Guide to Standards for Library Systems.  Bethesda, MD.  : NISO Press, 2002.  Distributed in class.

 

 

READINGS FOR THE COURSE.   

 

Bazirjian, Rosann.  “The Administration and management of integrated library systems.”  Library Resources & Technical Services.  Vol. 48 : no. 1 (Jan. 2004), pp.  34-47.

 

Catalogers Desktop.  Available on the computers at the Rebecca Crown GSLIS Computer Lab only.  See separate hand-out.

 

Coylar, Nancy.  “The Process of Selecting Federated Search and Link Resolver Products”, Louisiana Libraries, 68:2, pp. 1-14, Fall 2005.

 

 Dublin Core Metadata Element Set, Version 1.1: Reference Description”.  Available online at:            http://dublincore.org/documents/dces/

 

EDUCAUSE.  Evolving Technologies Committee.  Overview of Integrated Library Systems.  www.educause.edu/ir/library/pdf/DEC0201.pdf

 

ERIC Clearinghouse.  Integrated Library Systems.  ERIC Digest.  (web look-up)

 

Evans, G. Edward, Sheila S. Intner, and Jean Weihs.  Introduction to Technical Services.  7th ed.  Greenwood Village, Colo.: Libraries Unlimited, 2002.

 

Innovative Redesign and Reorganization of Library Technical Services: Paths for the Future and Case Studies, edited by Bradford Lee Eden.  Westport, Conn.: Libraries Unlimited, 2004.

 

Khurshid, Zahiruddin.  “Migration from DOBIS/LIBIS to Horizon at KFUPM.”   Library Hi Tech, 24:3, pp. 400-451.  2006.

 

Koneru, Indira.  “Integrated Library System:  Selection and design.”  DESIDOC Bulletin of Information Technology, 25:5/6, pp. 3-9.  S/N 2005.

 

Library of Congress.  It is expected that you will explore and become familiar with the Library of Congress’ online services and catalog (they use the same system as Dominican) as well as their other cataloging and classification services, including tools for cataloging and classification, and MARC 21.

          http://www.loc.gov

 

Library of Congress.  MARC21 format.  Washington, D.C. : Cataloging Distribution Service.  Available online at:

          http://www.loc.gov/marc/bibliographic/ecbdhome.html

Also available at http://connexion.oclc.org 

(See separate document for authorization numbers and passwords.)

 

MARC Format, Bibliographic:  http://www.oclc.org/bibformats/en/defaults.htm

 

Matthews, Joseph R.  Technology Planning: Preparing and Updating a Library Technology Plan.  Westport, Conn.: Libraries Unlimited, 2004.

 

OCLC Connexion.  (See separate sheet for log-in information)

 

OCLC ACCESS:

            http://www.oclc.org/home/

 

The Searching WorldCat Reference Card is available in HTML format at:

          http://www.oclc.org/support/documentation/worldcat/searching/refcard/searchworldcatquickref.pdf

 

Sloan, B. G.  “Understanding consortia better:  what vendors can learn.”  Library Journal, 125:5, pp. 57-58, March 15, 2000.

 

Understanding MARC Bibliographic Machine-Readable Cataloging.  Washington, D.C.: Library of Congress, 2003.  (http://lcweb.loc.gov/marc/umb/)

 

Yee, Martha M.  “New perspectives on the shared cataloging environment and a MARC 21 shopping list.”  Library Resources & Technical Services.  Vol. 48 : no. 3 (July 2004), pp.165-178. 

www.librarytechnology.org/vend-search.pl

www.openrfp.com/cfm/si_pd.cfm

 

          There is a laboratory on the third floor (next to the office) that is set up with computers giving you access to Catalogers Desktop, OCLC’s WorldCat and Connexion, Dublin Core Metadata standards, Authorities User Guide, Authority Record Format.  You are also able to access the various subject databases subscribed to by Dominican.  It is expected that you will explore and become familiar with the OCLC URLs in particular.  

 

The Instructor assumes the right to modify the assigned readings during the semester as is appropriate.

 

BLACKBOARD ACCOUNTS:

          An online Blackboard (http://Blackboard.dom.edu) has been set up to facilitate the sharing of information, either administrative or questions about the class content.  This is a private Blackboard accessible only to students currently enrolled in the course.  I will provide  instruction on setting up your Blackboard account during the first class session.  I will also set up Discussion Groups so we can share questions and ideas by e-mail.  Please feel free to post Blackboard messages to communicate and share ideas with each other.  Also fee free to contact me directly if you feel your questions or comments are not appropriate for Blackboard.  You will be responsible for checking Blackboard routinely for announcements, clarification of assignments and general discussion.

 

ASSIGNMENTS AND COURSE REQUIREMENTS

          Any essays or papers (be it for assignments or for exams) will be evaluated on the following criteria: 

          Persuasive presentation of position

                   Supporting reasons are sufficient and appropriate

                   Position is effectively supported

                   Evidence of reading and reflection

          Clarity of exposition

                   Logical train of thought

                   Adequate connections between ideas, examples, etc.

          Quality of writing

                   Proper grammar, spelling and sentence structure

 

GRADING

 

The following list the assignments for the course and the percentage of your final grade attributed to each.

 

MARC Assignment                                                               10%

Library department functionality description                               15%

Description and analysis of vendors researched                         15%

Vendor selection presentation and collaborative paper                 25%

          Individual component (15%)

          Group component (10%)

Implementation plans, presentation and collaborative paper         25%

          Individual component (15%)

          Group component (10%)

Class participation                                                                10%

 

TOTAL                                                                                                            100%

 

Collaborative presentations and papers

Two grades will be given to the teams.

 

Each person will receive a grade for his/her portion of the System Functionalities and Vendor Evaluation document and the Implementation Plan (15%).

         

Each team will receive a collective grade for the complete Systems Functionalities and Vendor Evaluation and Implementation Plan (10%).

 

 

           

IMPORTANT COURSE INFORMATION:

                    

Course approach:

Teaching strategies may include assigned readings, lectures, demonstrations, class participation, in-class assignments, projects and presentations.  Theoretical concepts, practical applications and technical definitions will typically be presented through class lecture and assigned readings.  Students will then demonstrate their understanding by applying the concepts to simulated situations and by presenting these projects orally in class and in writing. 

 

Participating in class discussion will be one of the factors in the final grade.  It is therefore expected that students will not only read the assignments but think about them and thoughtfully evaluate them.  Questions will be posed to you during the class that will provoke thought, analysis and evaluation.

 

ASSESSMENT:

 

            Grades and Grade Point Equivalents:

 

The following grades and their grade point equivalents for the Dominican University Graduate Schools are:

 

Alpha grade

Numerical equivalent

Point span

A

4.0

100-95

A-

3.67

94-90

B+

3.33

89-85

B

3.0

84-80

B-

2.67

79-75

C+

2.33

74-70

C

2.0

69-65

C-

1.67

64 and below

 


 

Interpretations of Grades

 

Dominican University

GRADUATE SCHOOL OF LIBRARY AND INFORMATION SCIENCE

 

GRADING POLICY

 

The faculty of the Graduate School of Library and Information Science use the following guidelines in their grading:

 

Numeric

Grade  Equivalent                Definition

 

            A             4.0                 Outstanding achievement.  Student performance

                                                demonstrates full command of the course materials

                                                and evinces a high level of originality and/or creativity

                                                that far surpasses course expectations; nearly flawless                         work.

            A-           3.67                Excellent achievement.  Student performance                                demonstrates thorough knowledge of the course                                 materials and exceeds course expectations by                                   completing all requirements in a superior manner.                      

            B+           3.33               Good solid work.  Student performance demonstrates                       strong comprehension of the course materials and                              exceeds course expectations on all tasks as defined in                            the course syllabus.

            B             3.0                 Satisfactory acceptable work.  Student performance                      meets designated course expectations, demonstrates                          understanding of the course materials and performs at                            an acceptable level.

            B-            2.67               Marginal work.  Student performance demonstrates                         incomplete, substandard understanding of course                                materials, or absence of required work; indicates danger                     of falling below acceptable grading standard.

            C+           2.33               Unsatisfactory work.  Student performance                                   demonstrates unsatisfactory understanding of course                          materials and inability to meet course requirements. 

            C             2.0                 Unacceptable work.  Student performance                                     demonstrates incomplete and inadequate understanding                       of course materials.

            C-           1.67                Poor work. 

            F             0.0                 Failing grade. 

 


Policies regarding completion of assignments:

            It is the student’s responsibility to complete assignments and turn them in on time.  Late assignments are strongly discouraged and the grade will lowered one full grade for each session an assignment is late.  If the student has a crisis, s/he must bring this to my attention immediately if s/he expects any adjustment to the assignment schedule.  I will then decide on a case-by-case basis if late penalties will be reduced or waived.

 

Class room policies regarding attendance and late arrival:

          Students are expected to arrive to class on time and stay for the entire session.  You are graduate students and adults and are responsible for your actions.  Consequently, attendance will rarely be taken as a method of checking up on you.  However, if you frequently come in late or miss classes, this will be reflected in your final grade as class participation is an essential component of your final grade.

 

          Students who must miss a class due to religious observance, illness or other emergencies should notify me by e-mail or phone before class time.  Students are responsible for obtaining class materials distributed during their absence, for ensuring their familiarity with the material covered in class, and for completing any assignments on time.

 

          You are expected to turn off all cell phones and pagers during class so that full attention can be given to the work at hand.

 

Statements about consequences for failure to meet the requirements of the course or classroom policies:

          Students are expected to attend class, read the assigned texts, participate in class discussions, and complete in-class and homework assignments in the time frames stated and to be present for presentations.  If problems arise in meeting these expectations, I am willing to work with you to resolve them but it is your responsibility to tell me if you are running into difficulties.  If problems continue on an ongoing basis and it becomes apparent to me that you are unable to meet the criteria for completing this course, I will inform the dean or acting dean of the situation.  Any grade of “I” (incomplete) will be determined on a case-by-case basis.

 

Taping or videoing the class

There will be no taping or videoing of the class unless the reason is to conform to ADA requirements.

 

Academic Honesty and Integrity: 

          “All students of the GSLIS are expected to observe high standards of academic honesty and integrity.  Any student whose conduct violates such standards may be subject to disciplinary action as determined by due process” (GSLIS Bulletin, p. 23).  Please see the Dominican University Student Handbook for the full statement on academic integrity.


OTHER READINGS

 

            URLs have been checked for currency and will be verified prior to any assignment.  Readings in electronic form are interfiled.

 

Calhoun, Karen.  The Changing Nature of the Catalog and Its Integration with Other Discovery Tools.  Final Report.  March 17, 2006.   http://ecommons.library.cornell.edu/bitstream/1813/2670/1/LC+64+report+draft2b.pdf

 

Caplan, Priscilla.  Metadata Fundamentals for All Librarians.  Chicago: ALA, 2003.

 

Dixon, Larry E.  “Z39.50 and Its Use in Library Systems (Part one)”, ALCTS Newsletter 5, no. 6 (1994) and Part two, ALCTS Newsletter 6, no. 1 (1995).

 

Doering, William. “Managing the Transition to a New Library Catalog:  Tips for Smooth Sailing.”  Computers in Libraries.  Vol. 20, no. 7.  July/Aug.  2000.

 

Hagler, Ronald.  The Bibliographic Record and Information Technology.  3rd ed. Chicago: ALA, 1997.

 

Innovative Redesign and Reorganization of Library Technical Services, edited by Bradford Lee Eden.  Westport, Conn. : Libraries Unlimited, 2004.

 

Library of Congress Home Page. (http://www.loc.gov)

 

Mann, Thomas.  Library Research Models: A Guide to Classification, Cataloging, and Computers.  New York: Oxford University Press, 1993.

 

Medical Subject Headings.  MeSH Introduction.  Bethesda, Md.: National Library of Medicine

          Medical Subject Headings (http://www.nlm.nih.gov/mesh/meshhome.html)

          Fact Sheet: Medical Subject Headings (MESH) (http://www.nlm.nih.gov/pubs/factsheets/mesh.html)

          Fact Sheet: UMLS Metathesaurus

 

Taylor, Arlene G.  Introduction to Cataloging and Classification, 10th ed.  Englewood, Colo.: Libraries Unlimited, 2006.

 

Taylor, Arlene G.  The Organization of Information.  2nd ed.  Westport, Conn.: Libraries Unlimited, 2004.

 

Tennant, Roy.  “Digital Libraries:  Metadata Leadership”.  Library Journal, August 2004.

 

Text Encoding Initiative.  (http://www.tei-c.org/)

 

 

 

 


DOMINICAN UNIVERSITY

GRADUATE SCHOOL OF LIBRARY AND INFORMATION SCIENCE

LIS 737 Online Information Systems

Summer I 2008, May 12-June 30, 2008

Marjorie E. Bloss, Lecturer

 

COURSE ACTIVITIES

 

May 12

Lecture

Review of Syllabus. What is an ILS?  Setting the stage: Utopia University.  Managing the Project:  the Automation Team.

 

In-class work

Small group discussion: An environmental scan of online library systems

 

Assignment

Form “project teams” and meet.  Begin to determine:

Ø      Who will assume responsibility for specific library functions or departments (Acquisitions, Serials, Cataloging, Circulation, OPAC, Systems Administration to include additional functionality, etc.).  Begin to become familiar with the functions should be automated. 

Ø      Who will be responsible for researching various ILS vendors (see separate hand-out for listings). 

 

Reading

 

 

May 14

Lecture

Ø      MARC Format refresher

Ø      Discussion of other encoding schema

Ø      The Technology Plan

 

In-class work

Automation teams meet to responsibilities for vendor selection.

 

Assignment

Ø      Evaluate department functionality from distributed RFPs, and begin to research automation vendors.

Ø      MARC assignment – May 19th

 

Ø      Breeding, Marshall.  Next-Generation Library Catalogs.*

Ø      Cohn.  Part II, Sections 7-9.*

Ø      Kasdorf, Bill.  “The XML Advantage”.  Library Journal, Net Connect 12-15, Spring 2008.* 

Ø      Kochtanek.  Part II, Sections 3-4.*

Ø      Vendor brochures.  Vendor websites.  Your research.

Ø      Kirby, Chris.  “The Ideal Procurement Process: The Vendor’s Perspective.  http://www.ilsr.com/vendor.htm*

Ø      Hodgson, Cynthia.  The RFP Writer’s Guide to Standards for Library Systems.  Bethesda, MD: NISO, 2002 (hand-out).

 

 

May 19

Lecture

Ø      Library functionality

Ø      Evolution of ILS (client/server relationships).  Beyond the immediate library: ERMs, Open systems, Federated searching.

Ø      Planning for automation.  The RFI/RFP process.

 

In-class work

Library teams meet to discuss library functionality and automation needs.  

 

Assignment

Ø      MARC Assignment due.

Ø      Project teams meet to discuss their vendor selection recommendation.  Written plans and presentations due on June 11th .

Reading

Ø      Cohn.  Part I, Sections 1-6.

Ø      Kochtanek.  Part I, Sections 1-2.

Ø      EDUCAUSE Evolving Technologies Committee. Overview of Integrated Library Systems. www.educause.edu/ir/library/pdf/DEC0201.pdf

Ø      ERIC Clearinghouse.  Integrated Library Systems. ERIC Digest.

(web look-up)

Ø      Rogers, Michael.  “ILS Vendors and Librarians Grapple with their Relationship”.  Library Journal, v. 133, no. 2, pp. 23-24, February 2008.

 

 

May 21

Lecture

Automation in the Consortium environment: Guest speaker 

Effect of an ILS on Library Organization. 

     If a single organization

     If part of a consortium

 

In-class work

Project teams meet to discuss vendor selection.  Identify vendors to research.  Search websites.

 

Assignment

Library functionality description due May 28th

 

Reading

Ø      Kochtanek.  Part IV, Sections 13-14.

Ø      Anctil, Eric.  Open Source Integrated Library Systems: An Overview.

Ø