L&I Sci 787 001 Library Automation Spring 2010

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L&I Sci 787

001
Library Automation

Spring 2010

3 credits


Instructors:

Dr. Joyce Latham

Assistant Professor

Bolton Hall 554

414.229.3205

latham@uwm.edu

Office Hours: Thursday 11:00am
-
12:00 pm

Or by appointment

Chad Zahr
t

Assistant Dean

Bolton Hall 510F

414.229.5421

zahrt@uwm.edu

Office Hours: Thursday 11:00am
-
12:00 pm

Or by appointment

Location:

Bolton Hall 531

Day/Time:

Thursdays 2:00
-
4:40


PLEASE READ THIS DOCUMENT CAREFULLY.

WE E
XPECT EVERYONE TO BE FAMILIAR WITH AND
ADHERE TO THE GUIDELINES ESTABLISHED. YOU ARE RESPONSIBLE FOR THIS CONTENT.


** If you need special accommodations in order to meet any of the requirements of this course,
please contact the instructo
r(s)

as soon as p
ossible. *
*


Catalog
Description

The current status of automation and network activities among libraries, including an
exploration of problems and prospects.

Prereq: grad st; L&I Sci 511(531)(C) or cons instr
.


Further Description

In this course we will i
ntroduce
concepts, method
s
, application, and evaluation

of library
automation system
s

with an emphasis on Open Access and its impact on libraries, and
library automation
.
Bibliographic structures such as bibliographic MARC, authority
control MARC, and othe
r index files are covered. Fundamental features, requirement
s
,
and functionality of
the
cataloguing, OPAC

(Online Public Access Catalog), circulation,
acquisition
,
and
serials system
s
, and their integration are introduced.
H
istorical
development

and an

ov
erview of library automation, information standards associated
with library automation,
digital resources, and related

issues

are
also
addressed.


Students will work with a real library automation system (KOHA)
to
not only understand
the concepts of librar
y automation but also
to
have
hands
-
on experiences with
a library
automation system. It includes such practices as

in
pu
t
ting MARC records,
establishing a
visual subject directory, and
practicing
routines such as check
-
in, che
ck
-
out, renewal,
fines
, report
ing, cataloging, setting loan policy,
testing the system, evaluating the
system,
etc.




L&I Sci 787 Library Automation

Spring 2010

Latham/Zahrt


Course Objectives




To foster an awareness of issues occurring throughout the library automation
process, including the systems environment.



To develop an awareness of

the techniques and tasks of managing and
organizing library systems and technology in libraries and information services.



To foster an awareness of possible new directions in the use of technology in
information
-
based settings.



To develop an understanding

of the future trends in library automation.



To
become
familiar with basic components of a library automation system.



To
become
familiar with
MARC
information organization
system
methods.



To
become
familiar with authority control system methods.



To apply t
he concepts
learned in class to the functionality and characteristics of a
library automation system.



To use appropriate methodology and technology to analyze, design, implement,
and evaluate library automation systems.



To understand data flow analysis met
hod for library automation systems



To manipulate and manage a
real
library automation system.



To evaluate library automation systems.

To understand connection and integration of library automation sub
-
systems.


Course Materials

There are no required texts
for this course; all materials are available through the UWM
Libraries
Reserves
or online.


Reserved books:

[1]
Michael D
.

Cooper.
Design of Library Automation Systems: File Structure,
Data Structures, and Tools.1996. John Wiley & Sons; ISBN: 0471138843.

Note: Part of this book is available on the university e
-
reserve system: Chapts.5,
6, 7, 8, 9, 9a, 14.



E
-
reserved:

MARC manual

Responsibilities and Roles of Systems Librarian

Using Data Flow Diagram
s

Library Tech Reports: Catalogin
g

Library Tech Reports:

Acquisition
s

Library Tech Reports: Serials Co
ntrol

First part of
Design of Library Automation Systems: File Structure, Data
Structures, and Tools.

Modules of the
Introduction to Automation for Librarians.


L&I Sci 787 Library Automation

Spring 2010

Latham/Zahrt




Course Grading


A

significant portio
n of your grade is determined by your final project

(details on the
project are listed below)
. Assignments are due on the date given; t
he grade of a late
assignment without legitimate reasons will automatically
be
reduce
d one letter grade
for each day lat
e
.




The final grade is dep
endent on the average grades of
assignments, final project and
presentation
.



Assignments
:
4
0%



Final project: 40%



Participation: 20%



Grading Rubric


96
-
100

A

Superior work
; exceeds
expecta
tions


74
-
76

C

Work is below standard

91
-
95

A
-



70
-
73

C
-


87
-
90

B+



67
-
69

D+


84
-
86

B

Satisfactory, but

undistinguished
work


64
-
66

D

Unsatisfactory work

80
-
83

B
-



60
-
63

D
-


77
-
79

C+



Below 60

F





Attendance & Class Participation:

Attendance
is mandatory and class participation is crucial.

Three unexcused absences
will result in a failing grade. Failure to attend class the first two consecutive weeks of the
semester will result in an administrative drop from the class.



Course Schedule

The s
chedule and contents may c
hange during the semester. Any and all
changes will
always be announced in class

prior to any deadline
.



Week

Dates

Topics


1

Jan 25
-
29

Introduction to library
automation, its history, basic
concepts, functionality;
models of
implementation

Readings:

Case studies of Toronto, Illinois
,
CARL;

Rayward: “A history of com
p
uter
applications in libraries”

L&I Sci 787 Library Automation

Spring 2010

Latham/Zahrt

2

Feb 1
-
5

Introduction to MARC

Readings:

Understanding MARC Bibliographic: Machine
-
Readable


Cataloging
. Seventh edition, 2003.



http://www.loc.gov/marc/umb/umbhome.ht
ml



McCallum: “MARC


Keystone of Library
Automation”

Cooper
:

Chapter 14

Assignment:

In class exercise working with MARC
records


3

Feb 8
-
12

Dat
a process and data
structure; data flow diagrams

Readings:

Cooper
:

Chapters 9, 9a


Assignment:

In
-
class exercise to

create data flow
diagram

4

Feb 15
-
19

RFPs; Implementations

Reading:

Hodgson:
The RFP Writer’s Guide to
Standards for Library Systems (focu
s on non
-
MARC sections)

Assignment: Draft an outline for elements of
an RFP for a public, academic or special
library

Teams assigned

5

Feb 22
-
26

Systems Librarian /
Documentation

Reading:

Thompson: “Management and
Technology Competencies for the
Systems L
ibrarian.”

Assignment: Find
3
systems librarians job
description
s; discuss variations

in class

6

Mar 1
-
5

Systems administration
/Open
Access

Readings:

Budapest Open Access Initiative

http://www.soros.
org/openaccess/read.s
html

Dykhuis: Michigan Evergreen: Implementing a
Shared Open Source Intergrated Library
System

7

Mar 8
-
12

Library automation
subsystem: cataloguing
system

Readings:

Cooper Chapter

5, 14


Koha

8

Mar 15
-
19


Library automation
subsyste
m: acquisitions /
serials

Readings:

Cooper Chapter
s 7, 8


L&I Sci 787 Library Automation

Spring 2010

Latham/Zahrt

Koha

9

Mar 22
-
26

Spring Break


10

Mar 29
-
April 2

Library automation
subsystem: circulation

Readings:

Cooper Chapter

6


Koha

11

Apr 5
-
9

Library automation
subsystem: OPAC search
system / VOYAGER

Readings:

Lew Kan Peng: “Heuristic based interface
evaluation”

Assignment:

Find, review and present (with group) 2
-
3
Voyager OPACs; analyze and present for
usability, familiarity.


12

Apr 12
-
16

Koha admin

Koha Manual

13

Apr 19
-
23

Koha functions I

Koha Ma
nual

14

Apr 26
-
30

Koha functions II

Koha Manual

15

May 3
-
7

Work Week (no class)

Work Week (no class)

16

May 10
-
13

Final Project : Demonstration

Final Project Due


Projects and Assignments


Assignments
are listed
above.


The final project


Aims of this

project

1.

Become
familiar with a real library automation environment, understand its
features, operate them

2.

Test the system features properly

3.

Evaluate the system in terms of its interfaces, fe
atures, integration, easy use,
etc.

4.

Analyze it against the stand
ard benchmarks for all sub
-
systems.

5.

Provide documentation for applications.


After the project, stu
dents will be

able to
do MARC data preparation, data entry, system
testing, system operations, statistical data analysis, and syst
em evaluation and analysis
in a

library automation environment.


The requirements for the final term project


The final project is two
-
fold:

In part one of your final team project y
ou will us
e KOHA to perform the library
automation
tasks

listed below
. Your final report should inclu
de
all
reports/examples
of
tasks completed

L&I Sci 787 Library Automation

Spring 2010

Latham/Zahrt


In part two, you and your team will complete a

final summary
report
to include

your
response/reaction to the software and its evaluation listed below
.


Details on length and style will be provided at a later ti
me.


Tasks


Use
KOHA

to

1.

Create 50 bibliographic MARC records, please make these records within a
related subject category so that you can set up a visual subject directory system
to cover them (Discuss it later).

2.

(
Extra Credit, optional) Define a new field

to describe Comment/Review from
users (at 900 level). For instance, it is 919 field with the following subfields:
comment; author; date; and related link.

3.

Use “report” or “export” feature to save all the created records by you as part of
final report.


Use

KOHA
to

1.

Create 5 students, 2 staff, and 1 administrative patrons.

2.

Set up loan policy for each type of patrons and items. (Note since you are going
to test overdue and fine feature, please set a very short loan days (1
-
2 days)).

3.

Check in three items, c
heck out three items, renew an item, reserve an item, pick
up a reserved item, fine for an overdue item.

4.

Check a patron status, and check a item status.

5.

Give the patron report, circulation report and reservation report as part of final
report.


Use

KOHA

to

1.

Create 6
serials
publication records, 3 vendor records

2.

Create three routing lists and assign them to the publications subscribed

3.

Use Report feature to save vendors, publications, receiving issue list, and routing
list. The
se should also be included in yo
ur final report.


Use

KOHA

to

1.

In the simple search module, please use keyword, author, title, subject to search,
respectively

2.

In
the
advanced search module, use form a Boolean query to search

3.

Use the cross
-
reference feature to establish a simple authority
control system(
At least 3
-
5 “See” and “See Also” relations). And use queries to test them.


System evaluation


Evaluate the interfaces

(all modules)

in terms of

L&I Sci 787 Library Automation

Spring 2010

Latham/Zahrt

User
-
friendliness


Intuitiveness


Consistence


Ease of use (public and staff)

Features, functi
onality

Integration of sub
-
systems

All bugs you experience

Three unique features you like most

Satisfaction
with KOHA
and its modules

O
verview evaluations for KOHA
and its modules


What suggestions can you r
ecommend for each of the KOHA

sub
-
systems/module
s?


Reflections

1.

Your experience with KOHA

2.

What you learn
ed

from the project.


UWM AND SOIS ACADEMIC POLICIES


You are responsible for knowing and adhering to the University of Wisconsin
-
Milwaukee’s Academic Conduct Policies, which can be found online at
http://www.uwm.edu/Dept/SOIS/resources/academic_policy.html

The following links contain university policies affecting
all SOIS students.


Many of the
links below may be accessed through a PDF
-
document maintained by the Secretary of
the University:
http://www.uwm.edu/Dept/SecU/SyllabusLinks.pdf
.


Unde
rgraduates
may also find the
Panther Planner and Undergraduate

Student Handbook

useful
(
http://www.uwm.edu/Dept/OSL/DOS/Handbook2005
-
06.pdf
).


For graduate students,
there are ad
ditional guidelines from the Graduate School
(
http://www.uwm.edu/Dept/Grad_Sch/StudentInfo/
), including those found in the
Graduate Student and Faculty Handbook
:
http://www.uwm.edu/Dept/Grad_Sch/Publications/Handbook/
.


Students with disabilities
.


If you will need accommodations in order to meet any of the
requirements of a course, please contact the inst
ructor as soon as possible.


Students
with disabilities are responsible to communicate directly with the instructor to ensure
special accommodation in a timely manner.


There is comprehensive coverage of issues
related to disabilities at the Student Access
ibility Center
(
http://www.uwm.edu/Dept/DSAD/SAC/MainOffice.html

), important components of
which are expressed here:


http://www.uwm.edu/Dept/DSAD/SAC/SACltr.pdf
.


Religious observances
. Students’ sincerely held religious beliefs must be reasonably
accommodated with respect to all examinations and other academic requirements,
L&I Sci 787 Library Automation

Spring 2010

Latham/Zahrt

according to the following policy:
http://www.uwm.edu/Dept/SecU/acad%2Badmin_policies/S1.5.htm
.


Please notify your
instructor within the first three weeks of the Fall or Spring Term (first week of shorter
-
t
erm or Summer courses) of any specific days or dates on which you request relief from
an examination or academic requirement for religious observances.


Students called to active military duty
. UWM has several policies that accommodate
students who must te
mporarily lay aside their educational pursuits when called to
active duty in the military (see
http://www3.uwm.edu/des/web/registration/militarycallup.cfm
), including pro
visions
for refunds, readmission, grading, and other situations.


Incompletes
.

A notation of “incomplete” may be given in lieu of a final grade to a
student who has carried a subject successfully until the end of a semester but who,
because of illness or o
ther unusual and substantial cause beyond the student’s control,
has been unable to take or complete the final examination or some limited amount of
other term work. An incomplete is not given unless the student proves to the instructor
that s/he was preve
nted from completing course requirements for just cause as
indicated above (
http://www.uwm.edu/Dept/SecU/acad%2Badmin_policies/S31.pdf
).


Discriminatory conduct

(such as s
exual harassment).

UWM and SOIS are committed to
building and maintaining a campus environment that recognizes the inherent worth and
dignity of every person, fosters tolerance, sensitivity, understanding, and mutual
respect, and encourages the members of
its community to strive to reach their full
potential.


The UWM policy statement
(
http://www.uwm.edu/Dept/SecU/acad%2Badmin_policies/S47.pdf
) summarizes and
defines situat
ions that constitute discriminatory conduct.


If you have questions, please
contact an appropriate SOIS administrator.


Academic misconduct
. Cheating on exams and plagiarism are violations of the academic
honor code and carry severe sanctions, ranging from

a failing grade for a course or
assignment to expulsion from the University.


See the following document
(
http://www.uwm.edu/Dept/OSL/DOS/conduct.html
) or contact the SOIS Investigatin
g
Officer (currently the Associate Dean) for more information.


Complaints
.


Students may direct complaints to the SOIS Dean or Associate Dean.


If the
complaint allegedly violates a specific university policy, it may be directed to the
appropriate univers
ity office responsible for enforcing the policy.


Grade appeal procedures
. A student may appeal a grade on the grounds that it is based
on a capricious or arbitrary decision of the course instructor.


Such an appeal shall
follow SOIS appeals procedures or,

in the case of a graduate student, the Graduate
School. These procedures are available in writing from the respective department
L&I Sci 787 Library Automation

Spring 2010

Latham/Zahrt

chairperson or the Academic Dean of the College/School
(
http://www.uwm.edu/Dept/SecU/acad%2Badmin_policies/S28.htm
).


Examinations, Finals
. The Secretary of the University is authorized to prepare the final
examination schedule. The time of the final examination for an individual or a class may
b
e changed only with the prior approval of the dean or director of the respective
college/school. The change will involve a postponement to a later date. For individuals
with exam conflicts, a separate week at the very end of the exam week will be reserved
to take one of the conflicting exams
(
http://www.uwm.edu/Dept/SecU/acad+admin_policies/S22.htm
).