IOLS 2000
Integrated Online Library
Systems
Beyond the Frontier
Librarians have embraced
the new technologies, adapting them into the traditional structure of libraries
at a dizzying pace for the last 30 years. Now we are beyond our first automation
efforts, and we are installing our second and third generation systems,
building bridges among our various types of information, and finding creative
ways to use the wealth of information now at our disposal. IOLS 2000 provides
a forum for discussing today’s technological state of the art for delivery
of library services. Libraries and serving library patrons are the focus
of IOLS 2000.
— Pamela
Cibbarelli, Program Chair, IOLS 2000
WEDNESDAY, MAY 17
9:00 a.m. - 9:40 a.m.
OPENING
PLENARY SESSION
Moderator: Pamela
Cibbarelli, Cibbarelli’s
Current State of Library Automation:
IOLS Technologies, Marketplace Trends, and Future Expectations
Marshall Breeding, Vanderbilt
University
Marshall Breeding, former
editor of Library Software Review, will provide an assessment of
the current state of library automation. He will describe some of the current
trends in the development of library automation systems, the types of technologies
used in these systems, and the progress the major vendors are making in
their latest-generation systems. Many libraries are implementing new library
automation systems. Breeding will describe some of the trends he sees in
the systems libraries are selecting. Although the library’s IOLS and online
catalog remain the cornerstone of the library’s operation, most libraries
are increasingly involved in providing access to a variety of other Web-based
information resources. Breeding will suggest a few trends to watch for
in the library automation arena.
TRACK
A
10:00 a.m. - 11:00 a.m.
A1 • Integrating
the IOLS into the Library Web Environment
Moderator: Pamela
Cibbarelli, Cibbarelli’s
Designing an OPAC from the Ground Up
Nancy B. Turner,
New Mexico State University Library
New library automation
systems with Web-based online catalogs offer a high degree of configurability
to meet the needs and desires of individual libraries. This requires more
technical involvement of the librarians. In exchange for this steep learning
curve, every aspect of the OPAC, from the design of buttons and labels
to indexing options and help screens, can be developed and manipulated
in-house by library staff.
This presentation describes
the decision-making process currently being used by New Mexico State University
librarians as they implement their new online catalog. Using Endeavor’s
Voyager system, they are able to configure specialized indexes, relevancy
rankings for searches, and design the navigational path for their patrons.
Their development process also includes user group testing.
Creating an Integrated Electronic Course
Reserve System
Scott Herrington
and Philip Konomos, Arizona State University
The Arizona State University
(ASU) libraries struggled for several years with a stand-alone, turnkey
electronic course system, trying to make it work smoothly with the libraries’
other computer-based systems, including the online library system (III).
After two years the library decided to abandon this system in favor of
one to be created in-house. The requirements for this new system were fairly
simple: it had to integrate with the existing online library system, making
it possible for patrons to link from the online catalog to full-text articles;
it had to be Web-based, to allow all forms of media as well as full text;
it had to integrate with the existing (also developed in-house) authentication
system used to authorize access to other restricted library resources,
and it had to be functionally similar to the existing course reserve system.
The libraries’ Systems department
and Access Services department worked closely together for several months
to develop a system that met all of these requirements. In addition to
describing how the system works, and the hardware and software used, the
presenters will also demonstrate how the system works to retrieve electronic
course materials.
11:15 a.m. - 12:15 p.m.
A2 • “Pushing”
Reference Services
Moderator: Pamela
Cibbarelli, Cibbarelli’s
“Pushing” Reference Services: The Southern
California Model
Susan McGlammery,
Metropolitan Cooperative Library System
Push technology is familiar
to many of us in the form of advertising served to us based on our individual
interests and information delivery profiles for Web searching tools. But
what if we, as reference librarians, could “push” the Web pages containing
the information needed in response to a reference question to the computer
screen of a patron, even if the patron were off-site! A consortium of public
libraries in Southern California is beginning to do just that with a process
that combines “chat” technology and “push” technology.
Evaluating Home Pages for Small Business
Information: A Case Study
Hong Xu, University
of Pittsburgh
More and more public libraries
are utilizing the Internet to convey information to their patrons. However,
unlike the carefully created professional standards that have been used
by librarians to create catalogs, bibliographies, and other tools of the
trade, very few guidelines have been established for the creation of library
Web home pages. Additionally it is unclear if the library community has
heeded these suggested guidelines or whether the content of library Web
pages is meeting users’ needs. This paper will utilize some of the criteria
that other authors have completed for home page design to evaluate the
small business information-related home pages of seven large public libraries
in the United States: Carnegie Library of Pittsburgh, Chicago Public Library,
The Free Library of Philadelphia, New York Public Library, San Francisco
Public Library, Seattle Public Library, and Tucson-Pima Public Library.
The results of a previous pilot survey on the information needs of small
business owners and entrepreneurs conducted by the author will also be
used to help evaluate the content of these sites.
12:15 p.m. - 1:45 p.m.
Lunch Break - A Chance to Visit the
Exhibits
1:45 p.m. - 2:45 p.m.
PLENARY SESSION
• Today’s IOLS: A Reality Check
Panel of Library
Automation Executives
Executives from leading
library automation software companies will discuss the current trends in
the industry, including Web interfaces, emerging standards, operating systems
considerations, and what to expect during the next decade.
3:00 p.m. - 5:00 p.m.
Workshop • Creating Web-Enabled Databases
with DB/TextWorks and WebPublisher from Inmagic, Inc.
Marshall Breeding,
Vanderbilt University
Creating Web sites based
totally on static Web pages is becoming increasingly untenable as Web sites
expand to include larger amounts of information. Data must be managed and
organized, and not simply listed. It is important to be able to manage
information in a database environment, yet provide easy access to that
information through the Web. DB/Textworks is one of the most popular database
products used in libraries, and is widely used in corporate and other special
libraries. Through Inmagic’s WebPublisher application, information in DB/TextWorks
can easily be published on the Web. This presentation will demonstrate
a number of Web-enabled databases created with these products for the library
environment.
Examples include:
-
a resource of Electronic Journals
-
a problem tracking system for
a library computer support department
-
a directory of library catalogs
-
an online catalog of bibliographic
information
This presentation takes an
objective approach to these products from a library user’s perspective
and is not a promotional demonstration from a vendor.
TRACK
B
10:00 a.m. - 11:00 a.m.
B1 • The Connected
Library
Moderator: Richard
Boss, Information Systems Consultant, Inc.
How Information Technology is Transforming
the Design of Library Buildings
Alexander Lamis,
Robert A.M. Stern Architects
Richard Boss, Information
Systems Consultants, Inc.
The development of information
technology has had significant consequences for the ways the physical library
is conceived and constructed. One consequence is the understanding of the
physical needs of equipment and systems as they effect spatial organization,
lighting, mechanical and electrical systems, and so forth. The second,
more interesting and speculative effect is to understand how the library
as an institution is being transformed, and the types of services a library
can now play in its community. This expanded and transformed role has a
significant import for librarians, trustees, architects, and all other
stake-holders in the success of libraries. Lamis will draw from real-world
experiences designing libraries throughout the United States, as well as
looking at other recently completed and more historical projects.
Lamis will stress that the
present is a time of great possibility for libraries as institutions, but
also of peril as traditional library services are being eroded by alternative
means. Libraries must adapt to be relevant — but also can greatly expand
their impact by providing new services and attracting new groups of users.
In these issues both technological function and physical form are of great
significance.
Richard Boss, renowned for
his library automation expertise, will supplement Lamis’ presentation with
additional insights and perspectives from a librarian’s viewpoint.
11:15 a.m. - 12:15 p.m.
B2 • Electronic Journals & Databases
Moderator: Howard
McQueen, McQueen Consulting
Database Driven Electronic Journal
Web Pages
Frances Knudsen,
Los Alamos National Laboratory’s Library Without Walls
Electronic journals have
become a very integral part of the Los Alamos National Laboratory Research
Library’s collection. Managing the metadata associated with electronic
journals — URLs, passwords, holdings, etc. — can quickly become an overwhelming
task. The Research Library stores all of the metadata in the online catalog.
This data is then exported to build our electronic journals Webpage. Having
one place to store all of this information has facilitated the growth of
our electronic journal collection and has also increased access points
for electronic journals for our customers. The presentation covers the
steps to implement this model, the pros and cons to this approach, and
the ever-increasing benefits to this model.
Access to External Databases: CD-ROM
or Web?
Sharon Yang, Rider
University
CD-ROM databases were very
popular until recently, but their use is declining because of the availability
of Web technologies. Many companies have mounted their databases on the
Web. Users can access those databases through any browser as long as they
have Internet access. Because the databases are located remotely, libraries
no longer need to purchase servers and CD towers to house CD-ROMs, nor
do they need the expertise to maintain the systems. However, there are
also inherent sacrifices, including compromised access speed, Internet
traffic jams, and ISP downtime. Local customization may not be possible
since libraries do not have control over the remote systems. Some of the
most valued databases may not be offered by vendors through the Web. Access
and copyright present other problems. Passwords may not be an ideal way
to control access. Licensing agreements may limit the number of users.
The pros and cons of both delivery mechanisms will be discussed to assist
those professionals caught in the turmoil of deciding between CD-ROM or
Web access.
12:15 p.m. - 1:45 p.m.
Lunch Break - A Chance to Visit the
Exhibits
3:00 p.m. - 4:00 p.m.
B3 • Supplementing the Web OPAC: Selecting
and Integrating Electronic Resources
Moderator: Howard
McQueen, McQueen Consulting
Local and Remote Web Access at Arizona
State University: The Critical Mix
Dennis Brunning,
Arizona State University Libraries
Arizona State University
students, faculty, and staff access electronic resources from a variety
of sources, including a local Web-enabled online system (InnoPac), one
of the larger academic ERL servers (SilverPlatter) for access to a variety
of information services, and Web-access to remote services over the Internet.
Technological developments
and the resultant economies have evolved the model of the outsourced server.
Libraries that perceive themselves without the resources or inclination
to load content locally embrace the idea of letting someone else worry
about the hardware, software, and telecommunications.
In Arizona’s consortium
of three university libraries (Arizona State University, University of
Arizona, and Northern Arizona University), we employ two different models.
Arizona State University and Northern Arizona State University use a mixed
model — a combination of local and remote Web access. The University of
Arizona has elected to access commercial information services and publishes
exclusively over the Web.
This presentation examines
the reasons for selecting one model over the other and the advantages and
disadvantages of each. It also investigates how well the two models work
within a consortium. Two initiatives within the consortium are also introduced:
to unify ERL access to a server within the consortium and to consolidate
online catalog access through a Union catalog.
Evaluating Web Products against CD-ROMs
Thomas Edelblute,
Anaheim Public Library
One of the duties of the
Public Services Computing Group in the Anaheim Public Library is to evaluate
new products for purchase. In making the evaluations, the group tries to
obtain the best value for print, CD-ROM, and online resources for library
customers. This paper reviews the evaluation of two Web products that were
considered as replacements for their CD-ROM counterparts. In both cases,
the Web-based product from the same vendor as the CD-ROM product was considered.
In the case of NewsBank newspapers, a positive recommendation came from
the group to replace the Orange County Register and Los Angeles Times CD-ROMs
with their Web counterparts. In the case of Reference USA the group gave
a negative recommendation and American Business Disc continues to run on
Anaheim’s Wide Area Network. A discussion of the evaluation that led to
these decisions is presented.
4:15 p.m. - 5:15 p.m.
B4 • Authentication, Access, and Security
Moderator: Howard
McQueen, McQueen Consulting
Not Here, Please: Securing Public Access
Workstations Using the Internet Explorer Administration Kit
Fred Nesta, Saint
Peter’s College Libraries
E-mail and chat users can
tie up your limited OPAC or database workstations, frustrating your patrons
who want to do research. Microsoft provides a free software application
called IEAK, The Internet Explorer Administration Kit, to corporate managers
and Internet Service Providers that allow them to make modifications to
Internet Explorer. By using the Profile Manager of IEAK, you can create
a list of restricted sites and block users from sending forms or using
Java at those sites. The Profile Manager also lets administrators modify
all of the functions of the browser, providing additional security. The
new profile is distributed by simply adding a subfolder with the restrictions
to the Internet Explorer directory. This presentation introduces you to
IEAK and outlines the steps needed to modify your copies of Internet Explorer.
Informing Remote Users About Access
to Restricted Databases: A Survey and Recommendations
Daniel E. Burgard,
University of Illinois at Urbana-Champaign
Jim Cunningham, Milner
Library, Illinois State University
The past few years witnessed
explosive growth in the number of academic library users accessing electronic
databases from outside the walls of the library. Technological advances
facilitated the rise of distance education programs and also allowed for
reasonably fast network access from home via commercial Internet service
providers. Both distance education students and traditional local users
not operating on the campus network are beginning to demand equitable access
to electronic resources traditionally restricted to use from on-site computers.
Libraries are rightfully responding to this demand by using a variety of
means for authenticating remote users. This study will examine how libraries
are informing users about such remote access.
A survey of libraries in
the ILCSO (Illinois Library Computer Systems Organization) Consortium is
being conducted to determine whether they are using remote authentication
and, if so, how they are informing users about remote access possibilities.
Results will be presented and recommendations will be made about methods
libraries could use in dealing with this issue. The desire and need for
remote access to restricted databases will only grow larger, and libraries
are increasingly finding ways to satisfy the need. It is vitally important
that there be an intellectual linkage between needs and resources in the
form of access guidelines for remote users. The study will shed light on
this issue and assist libraries and their remote users in the joint quest
to satisfy information needs.
THURSDAY, MAY 18
9:00 a.m. - 9:40 a.m.
OPENING
PLENARY SESSION
Moderator: Pamela
Cibbarelli, Cibbarelli’s
Project URL Revisited: A Web-Based
Resource of IOLS Information
Thomas R. Kochtanek,
School of Information Science and Learning Technologies, University of
Missouri-Columbia
Karen K. Hein, School
of Information and Library Science, University of North Carolina at Chapel
Hill
Project URL is a team effort
that originated during the course of identifying electronic resources that
promote access to information about Integrated Online Library Systems (IOLS).
Forty-plus graduate students who were enrolled in a Fall 1998 Web-based
asynchronous distance learning graduate level course, “Library Information
Systems,” were asked to search the Web for resources that contribute to
and advance the topic of IOLS. A large number of sites were identified,
and a project team was assembled for the purpose of identifying duplicate
sites and organizing those unique URLs identified by their classmates.
The team objective was to review these Web-based sources in depth with
the task of adding value and commentary to those sites that met certain
criteria of excellence.
The resulting product is
a metasite of URLs that points to information about IOLS vendors, e-journals
and e-journal articles that address IOLS topics of interest, and general
information sources that might be accessible to support library professionals
involved in decision-making processes for integrated library systems. Recent
efforts have been made to add to this base of IOLS resources.
This presentation will focus
on changes and updates made to this site since last year’s plenary presentation
at the IOLS ’99 conference.
TRACK
C
10:00 a.m. - 11:00 a.m.
C1 • Measuring
the Effectiveness of the Library Web Site: Statistics, Usability, Surveys
Moderator: Pamela
Cibbarelli, Cibbarelli’s
Necessary Steps in Library Web Site
Revision: Previewing and Beta-Testing
Catherine Cardwell
and Stefanie Dennis, Bowling Green State University
In August 1999, Bowling
Green State University’s Libraries and Learning Resources (LLR) unveiled
its new Web presence after extensive planning, developing, and testing.
First, LLR formed a committee comprised of staff members to conceptualize
the potential design. The committee envisioned an aesthetically pleasing,
efficient online workspace, one providing intuitive access to information
about resources, services and staff members. Not only did the site have
to accommodate novice and expert researchers, but it also had to serve
onsite and remote users effectively. Other guiding principles included
providing multiple access points to information and abandoning an administratively
organized site for one organized according to the way users appear to search
for information. About six weeks before the unveiling, a preview of the
new page was made available so that users and staff members could provide
feedback and thus contribute to the revision. Problem areas in the new
site were identified and revised. Participants pointed out areas where
information was too sketchy, illogically placed, or omitted and where language
was still structured too much toward library staff members rather than
end users. This process of review and revision made our second-generation
Web page a success.
Chaos or Control Freaks: Academic Library
Web Site Evaluation and Management
Jeanie Welch, Atkins
Library, University of North Carolina at Charlotte
Welch discusses various
means of evaluating and managing an academic library Web site as a part
of the library’s service mission. Many library Web sites had their origins
in the mid-1990s when they were hurriedly thrown together and posed to
create a Web presence. The time has come to integrate Web-related responsibilities
formally into library policies and procedures, including integration of
Web site management functions and the evaluation of their usage and effectiveness.
Web site management includes:
establishing the lines of authority for responsibility for top-level Web
pages; the establishment and communication of guidelines for design and
content of library-wide, department, and individual Web pages; the provision
of access to equipment software and training; and the reconfiguration of
job responsibilities and job descriptions to reflect Web-related activities.
The establishment of guidelines for design and content include guidelines
for Web page maintenance and evidence of revision.
The evaluation of the effectiveness
of an academic library Web site can be done through the application of
traditional usage and evaluation techniques. A three-pronged approach to
evaluation is discussed.
11:15 a.m. - 12:15 p.m.
C2 • Design and Development of the
Library Web Environment, Part 1
Moderator: Pamela
Cibbarelli, Cibbarelli’s
Actionable Data: Gathering Decision
Making Information to Organize, Evaluate, and Market Your Website
Elaina Norlin and
Patricia Morris, University of Arizona
During recent years there
has been a drive to show accountability for budgetary decisions. This comes
at a time when libraries are buying more specialized and costly electronic
(full text, digital and multimedia) resources and making them available
on the Web. In order to justify this trend, most libraries have started
assessing customer needs and usage of new electronic resources before making
any long-lasting decisions.
This presentation introduces
the concept of “actionable data” and how librarians and information professionals
can use this technique for quicker, more reliable and easier-to-interpret
results and still remain customer focused. How and when to combine qualitative
and quantitative research to eliminate ambiguous findings and how to get
more buy in and participation from administrative decision makers while
you are conducting the research are demonstrated.
The Long and Winding Road to a Virtual
College Library for the 21st Century
Judith Liebman, Mercy
College
Liebman will present the
objectives and strategies for developing a library Web site for a midsize
college and the impact it had on the institution. The first part of the
presentation will review the steps the librarians at Mercy College took
in the planning process, including summaries of some of the discussions,
the evaluative methods that were used and the results of their initial
efforts, and the sequence of additions, revisions and deletions that took
place to get to the current look and ease of use of the Web site. The second
part of the presentation will be the affect the development of the Web
site had on the library faculty and staff, the committees that were formed
and how it impacts other areas of the college, i.e students, faculty development
and research, and distance education. The final part of the presentation
will be the current state of the Mercy College Virtual Library and the
plans for its continued development.
12:15 p.m. - 1:45 p.m.
Lunch Break - A Chance to Visit the
Exhibits
1:45 p.m. - 2:45 p.m.
C3 • Design and Development of the
Library Web Environment, Part 2
Moderator: Howard
McQueen, McQueen Consulting
Politics as Unusual: Academic Library
Web Site Development in its Institutional Context
Frank Lepkowski,
Oakland University Library
Academic libraries create
their Web presence not in isolation but as one unit within a university
or college that in turn projects its own Web presence. The overall style
and standards selected by the university usually arise from marketing concerns
with projecting an image of the institution. The university’s striving
for uniformity results in a house style that subsidiary units are expected
to follow. These concerns may be in conflict with library goals for presenting
information in a manner that is clear, user-friendly, and delivery-oriented.
At Oakland University the Communications and Marketing department controls
the university’s presentation on the Web. This department in 1996 mandated
a standard style which the library followed in developing its first Web
presence. However, as the site was used, it became clear that the graphic
style set by the university worked against the library’s goals for user-friendly,
delivery-oriented Web presence. Initial attempts to revise the Web site
within the constraints of the authorized style resulted in an unsatisfactory
presentation for the library’s purposes. Abandoning compliance to the authorized
style enabled the library to create a simpler, clearer format, which allowed
for more front loading of important links, cleaner presentation of the
library’s message, and more efficient use of screen real estate. More recently,
the Communications and Marketing department rejected a design for the library’s
webcat homepage. The library is currently involved in the university’s
Web redesign project and hopefully will make its interests felt in whichever
house style that ends up being adopted.
Digital Darwinism: Evolution of the
Library Web Site
Anne Platoff, Arizona
State University Libraries
The explosion of online
databases that are being made available by libraries has created a significant
challenge to librarians. How do we make these resources available to our
users? Most libraries started with a simple Web site that was little more
than a list of links. However, increases in the sheer volume of materials
that are offered through the library Web site have forced adaptations in
the approach to developing a library Web site. This presentation examines
the evolution of the Arizona State University Libraries’ Web site, beginning
with a complete redesign during the summer of 1997. It will focus on the
libraries’ efforts to develop a site that is usable from the patron’s point
of view. Topics included will be the design of standard navigational features,
incorporation of instructional elements at all levels, a recent redesign
of the gateway to our electronic research tools, user testing, and plans
for the future. Evolution of our Web sites will position libraries to compete
in the dynamic information environment of the World Wide Web.
TRACK
D
10:00 a.m. - 12:15 p.m.
Workshop • Negotiation of Contracts
with Library Vendors
Richard Boss, Information
Systems Consultant, Inc.
Contract negotiation is
one of the least documented aspects of library automation. One of the most
respected consultants in the field of library automation shares his insights
into the process. The presentation includes insight into what items are
negotiable by some vendors, but not others; what items are always negotiable;
suggested phrasing of some areas of contract language; and establishing
reasonable expectations.
12:15 p.m. - 1:45 p.m.
Lunch Break - A Chance to Visit the
Exhibits
1:45 p.m. - 2:45 p.m.
D1 • Vendors’ Perspectives
Moderator: Marshall
Breeding, Vanderbilt University
Developing Native Windows NT Applications:
Challenges and Benefits
Michael J. Frasciello
and Steve Blind, Gaylord Information Systems
Before developing an application
native to the Microsoft®
Windows® NT operating
system and processing environment, the development staff must determine
the benefits of deploying an application on the NT platform. These benefits
are based on business goals, system objectives, market demands, and technology
trends. A comparative analysis of operating systems and processing platforms
should be conducted prior to development.
Understanding the possibilities
of the Windows NT processing environment is the first challenge in developing
a native application. Early adopters of the Windows NT platform have found
that their development staffs are more creative because there are no pre-conceived
limitations. These staffs are also experiencing shorter development cycles
because native Windows NT development provides consistent, well-integrated
tools in Microsoft’s VisualStudio™ development environment. Microsoft’s
visual development tools are designed specifically for the NT operating
environment — reducing development time and eliminating the need to port
or convert code.
Native Windows NT applications
are easy to deploy because the NT operating environment provides all the
necessary tools in an integrated and powerful suite of utilities. The result
is an integrated system that is easy to deploy and ultimately to use. By
utilizing all the technologies on which it is based, a Windows NT-based
system is powerful, graphical and familiar to end users and system administrators.
Managing a Windows NT-based system is simple because of the extensive,
graphical management tools available with the platform. If developed properly,
the application will “plug into” these tools and provide a seamless, consistent
management kit for system administrators.
3:00 p.m. - 5:00 p.m.
Wrap-Up Workshop • Library Automation
Software: Today’s Best Options
Pamela Cibbarelli,
Cibbarelli’s
Pamela Cibbarelli, editor
of Directory of Library Automation Software, Systems and Services, will
profile the leading IOLS software, including features and functions of
the most successful library automation packages on the marketplace today.
If you haven’t purchased IOLS software during the last four years, the
changing faces of the key players will surprise you. Today’s best selling
products may have seemed only a “gleam in the eye” a couple of years ago.
Conversely, some of the firms formerly thought to be the most stable have
undergone changes of ownership and delays in the release of new products.
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