Making the Most of Your ILS: A User's Guide to Evaluating and Optimizing Library Systems

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Lynn E. Gates Joel D. Tonyan

Making the Most of Your ILS

A User's Guide to Evaluating and Optimizing Library Systems

Lynn E. Gates, Joel D. Tonyan

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Paperback

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English

Libraries Unlimited Inc
01 December 2022

Bibliographic & subject control; Databases

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.

By: Lynn E. Gates, Joel D. Tonyan
Imprint: Libraries Unlimited Inc
Country of Publication: United States
Dimensions: Height: 235mm, Width: 156mm,
ISBN: 9781440876370
ISBN 10: 1440876371
Pages: 164
Publication Date: 01 December 2022
Recommended Age: From 7 to 17 years
Audience: College/higher education , Professional and scholarly , Primary , Undergraduate
Format: Paperback
Publisher's Status: Active

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

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.

Reviews for Making the Most of Your ILS: A User's Guide to Evaluating and Optimizing Library Systems

A refreshingly hands-on, no-nonsense approach to a potentially intimidating and overwhelming process, this holistic and practical text has something to offer for new, aspiring, and seasoned technical services or systems librarians alike. Using concrete, real-world examples to illustrate, Gates and Tonyan combine project management with library technical services expertise in a comprehensive and easy-to-follow guide that addresses both the organizational and technical challenges of this work. * Laura E. Daniels, Assistant Director, Metadata Production, Cornell University Library * Offering plenty of examples and samples, this concise guide offers useful strategies for those preparing for a system migration and not just those who want to tune up an existing system. Suggestions for documenting system configurations will help every library in this age of staff turnover. Many of us know we are not using our technology to its fullest potential; Gates and Tonyan should help many libraries optimize their significant investment in library systems. * Beth Juhl, Web Services Librarian, University of Arkansas * Making the Most of Your ILS provides tools to understand and describe the work people are doing with the ILS, as well as being a great primer on the data involved. Alongside sensible advice on useful documentation there are worksheets and templates to get you started. The case studies are relatable and will spawn your own ideas on reevaluating processes to take better advantage of ILS features to save staff time and energy. * Justin Newcomer, Senior Systems Administrator, Rochester Institute of Technology *